Speakers
Mr. A.J. Kahling
Senior Manager, Trader Education and Market Strategy
TD Ameritrade
A.J. Kahling is the Senior Manager of Trader Education and Market Strategy for TD Ameritrade in Singapore, where he oversees client education programs and their trading experience through the trading platforms. He currently holds Series 3, Series 7, Series 34, and Series 63 U.S. industry licenses. He has participated in conferences across the U.S. regarding trading technology, high probability trading methods, and retail execution techniques.
Mr. Kahling has spent the past 10 years in financial services, primarily educating and teaching traders about the award-winning thinkorswim trading platform. Prior to joining the team in Singapore, he was responsible for the development of new users to the active trader platforms in the U.S. after working as a broker on the TD Ameritrade electronic execution desk.
Ms. Beh Siew Kim
Chief Executive Officer,
Ascott REIT
Ms Beh Siew Kim is the Chief Executive Officer of Ascott Residence Trust
Management Limited. She is responsible for spearheading the overall strategic
planning and leading the implementation of the business, investment and
operational strategies for Ascott Reit.
Ms Beh has over 23 years of experience in financial and corporate planning,
development and compliance in real estate, as well as auditing in Singapore and
Malaysia. Prior to taking up the role as Chief Executive Officer, Ms Beh was the
Financial Controller and Head of Corporate Planning & Compliance at
CapitaLand China. She was responsible for the corporate planning, financial
reporting, forecasting, capital management and compliance functions of
CapitaLand China. As a member of the senior management team, Ms Beh has
been actively involved in deal analysis, investor relations, as well as private and
institutional financing. In her 10 years with CapitaLand China, she has participated
in the set up of private equity funds, acquisitions and divestment deals, including
CapitaLand’s high profile acquisition of Orient Overseas Developments Limited in
2010.
Before joining CapitaLand, Ms Beh held other finance and audit positions in
SembCorp Industries Limited, Ernst & Young and Arthur Andersen.
She holds a Bachelor of Business from University of Tasmania, Australia and is also
a Chartered Accountant of the Institute of Singapore Chartered Accountants.
Mr. Chan Kong Leong
Chief Executive Officer,
ARA Trust Management (Suntec) Limited, manager of Suntec REIT
Mr Chan Kong Leong is Chief Executive Officer and Executive Director of ARA Trust Management (Suntec) Limited. He is a Director of One Raffles Quay Pte. Ltd., Suntec Harmony Pte. Ltd. and Park Mall Pte. Ltd. Mr Chan is also a Partners’ Representative of BFC Development LLP. Prior to this, he was the Chief Operating Officer of Suntec REIT and was responsible for all operational matters, including asset management, investment, finance, investor relations and strategic planning.
Prior to joining Suntec REIT, Mr Chan was with the CapitaLand Group where he held senior management appointments including Senior Vice President, Head of Regional Investment, Asset & Fund Management of CapitaLand Mall Asia, Program Director of CAPITASTAR and Regional General Manager, West China.
Mr Chan has 19 years of private and public sector experience in managing investment, development, asset management, operations, strategic planning, stakeholder relations and corporate functions. He has held other senior management appointments in the last 13 years including Head of Corporate Finance, Investor Relations & Corporate Communications at GuocoLand Limited and Chief Operating Officer of Sembawang Kimtrans Ltd. Prior to his move to the private sector, Mr Chan was with the Singapore Economic Development Board where he was responsible for formulating economic engagement strategies and promoting economic linkages between Singapore and Indonesia.
Mr Chan graduated with a First Class Honours in Bachelor of Science in Building from the National University of Singapore. As the best graduate for the entire course of study, he was awarded the Lee Kuan Yew Gold Medal, the Sally Meyer Gold Medal and the Singapore Institute of Surveyors & Valuers Gold Medal. Mr Chan is also a Chartered Financial Analyst charter holder.
Ms. Chang Rui Hua, ICIR
Head, Investor Relations,
CapitaLand Limited
Rui Hua joined CapitaLand Limited in 2013 as the Assistant Vice President, Group CFO’s Office. Since joining, she was a key member in structuring and executing CapitaLand’s prominent corporate finance projects such as privatisation of CapitaMalls Asia, issuing and repurchasing convertible bonds. As the Head of Investor Relations since June 2015, Rui Hua now oversees the relationship and engagement with CapitaLand’s public equity and fixed income investors.
Before joining CapitaLand Limited, Rui Hua had 7 years of extensive investment banking experience in the China International Capital Corporation and DBS Bank Ltd. She was involved in many high-profile IPOs of international companies in Singapore such as Tiger Airways and Xinren Aluminum. Rui Hua started her career as a sovereign analyst in Standard & Poor’s covering Singapore, Taiwan and Thailand.
Rui Hua was voted as the “Best Investor Relations Officer (For Large Cap Companies)” in the IR Magazine Awards South East Asia 2015. She is also active in the social front by serving as the President of the National University of Singapore, Department of Economics Alumni Committee and a member in the Information and Corporate Relations Standing Committee of the Singapore Children’s Society.
Rui Hua received her Masters’ in International Public Policy (Merit) from University College London, Department of Politics. She also graduated with a BSc in Social Science, Economics (2nd Upper Class Honors) from the National University of Singapore.
Rui Hua is a holder of the International Certificate of Investor Relations (ICIR).
Mr. Chris Lim
CEO,
CNMC Goldmine
LIM KUOH YANG is the Executive Director and the Chief Executive Officer of CNMC. He is responsible for implementing the strategic plans and policies as well as managing the mining operations of the Group. He has over 15 years of experience in the mining industry. He was formerly the chief operation officer of Innovation World-Wide Group Pte Ltd (IWG) and its group of companies, which are principally engaged in the business of trading of building materials and mining, processing and marketing, distribution and sale of dimension stones. He has driven the successful exploration and operation of various marble and granite dimension stone mine, and provided consulting and project management services in association with sub-contracted mining projects.
Mr. Christopher Tan
Committee Member, SIAS
Chief Executive Officer, Providend Ltd
Christopher has close to two decades of experience in the wealth management and financial planning industry. Professionally, he is a Certified Financial Planner and a member of the Financial Planning Association of Singapore. Christopher also sits on the management committee of Securities Investors Association of Singapore (SIAS). He is often quoted in publications as well as appeared on TV programmes, for his expert opinion on financial matters. He has also spoken on financial planning issues to hundreds of entities, both local and overseas, including at the CFA Institute Annual Conference held in Singapore. For his contributions, Asia Financial Planning Journal awarded Christopher the First Prize for the Financial Adviser Representative of the Year in 2005.
Christopher is the CEO and Co-Founder of fee-based retirement planning and fund management firm, Providend Ltd. In 2008, Providend was awarded the Singapore Prestige Brand Award (SPBA), the Promising Brand by the Association of Small and Medium Enterprise (ASME) and LianHe ZaoBao. This award was given in recognition of the unique model and successful brand Christopher has built together with his team. In 2014, he was appointed by the Singapore Government to be part of the CPF Advisory Panel. He also received the prestigious Most Promising Entrepreneur Award by the Asia Pacific Entrepreneurship Awards in 2009.
Christopher received his Bachelor of Financial Services Degree with honours from the National University of Ireland. He also holds a Master of Business Administration Degree from University of Warwick, which has one of the top business schools in the world.
Christopher is a Certified Emergenetics Associate with Emergenetics International. He is a Certified Action Learning Coach with World Institute For Action Learning, and he is also currently going through the Accredited Certified Coach certification process with International Coach Federation.
Ms. Jenniser See
VIC Analyst,
Value Investing College
Jenniser See is an investor and one of the founding members of Value Investing College. She has been part of the team to deliver Value Investing Programmes worldwide in 10 different countries. She has shared her investment journey and insights at SGX, Smart Expo, Universities and The National Achiever’s Conference 2017.
Ms. Joanne Goh
Regional Equity Strategist,
DBS Vickers
Ms Joanne Goh joined DBS Bank as Regional equity strategist in 2006. She is in charge of equity strategy and asset allocation in Asia markets including Singapore, Malaysia, Thailand, Indonesia, Philippines, Taiwan, Korea, India, Hong Kong and China, servicing institutional fund managers as well as retail clients in the region. She also oversees Global ETF Research at DBS in her added role since 2014. Prior to joining DBS, she had worked with top ranking equity strategy teams in other foreign investment banks in both Hong Kong and Singapore. She is also part of the DBS Group Research Singapore equity strategy team which was ranked number 1 in Asiamoney polls in 2016. Joanne has a bachelor of business administration with the National University of Singapore.
Mr. Jonathan Tan
Remisier,
RHB Securities
Jonathan Tan graduated with a Bachelors degree in Economics from NUS. He started his career as an equity dealer, and for 3 years was in-charge of dealing in a desk with approximately 1300 clients. Currently a remisier at RHB Securities, he has transacted over millions of dollars of trades since he started out in this industry 6 years ago, and his passion and enthusiasm for this industry has won him many loyal clients. His forte is in uncovering undervalued securities for long-term investment, and using price action and momentum analysis for short-term trading.
Ms. Margaret Yang Yan
Market Analyst,
CMC Markets
CMC Markets' Market Analyst, Margaret has a dealing and trading background. She has traded equities, futures, options, ETFs and fixed income, across regional and global markets for many years. Her exposure to fund management – specialising in hedging – provides a knowledge of risk management, and fresh insight into markets in and beyond our region.
Mr. Neo Bor Wen
Investment Trainer,
Value Investing College
Bor Wen is an Investor and Co Author of “The Secrets of Value Investors”.
He is an investment trainer with Value Investing College and a Certified Financial Consultant with Great Eastern Life. He is personally coached and endorsed by Mary Buffett. His investment experience has bring him to platforms like APEX 2016, Inland Revenue Authority Singapore (IRAS), CIMB Securities, Hwa Chong Junior College, Nanyang Junior College and also invited as a judge to Nanyang Technology University Investment Club.
He is a frequent speaker at Securities Investor Association Singapore (SIAS). In 2016, he was featured on 93.8 Live to share on market outlook.
Mr. Ng Aik Hong
Dealing Manager,
Phillip Securities
Mr. Ng Aik Hong is a Dealing Manager for POEMS Dealing (Bukit Batok and Marsiling Investor Centres), and currently provides dealing services to over 30,000 trading accounts.
Regularly he is invited to share market insights on Channel 8 “Morning Express” and “Money Week”. He is also frequently interviewed by MediaCorp 938Live and Capital 958 radios as well as the Lianhe Zaobao for market commentary.
Aik Hong holds a Bachelor Degree of Mechanical Engineering, from Nanyang Technological University (NTU), Singapore.
Mr Paul See is Financial Service Director of PIAS, Professional Investment Advisory Services Pte Ltd with more than 16 years of experience in the industry. Prior to joining PIAS, Paul started his career with a DBS subsidiary, ICS. His experience accumulated on risk management and financial services started since 1998, working with both corporate clients as well as high net-worth individuals over the past decade. A trainer and coach at heart, Mr See uses his financial knowledge to empower individuals with skill-sets for their professional and personal growth. Also as a portfolio strategist and business trainer, he conducts research, training and seminars.
He is often engaged by SIAS, MOE, NIE, MSF and MoneySENSE as speaker for their various seminars. He also conducts regular educational workshops to MNCs, statutory boards and tertiary institutions, which have left lasting impressions on many. He has appeared on Channel U, 938 Live, Y.E.S 9.33, Love 97.2, Class 95, Gold 90.5, and various magazines to provide his insights on financial strategies and wealth management. He has developed a FinancialRuler® model to help those interested understand and manage their financial portfolio. Mr See is also a member of the Association of Financial Advisors and the Financial Planning Association of Singapore, industry associations that are partners of MoneySENSE, Singapore’s national financial education programme.
Mr. Pete Tan
VIC Analyst,
Value Investing College
Pete Tan was an engineer with a deep interest in investing. His self-taught knowledge in stock investing has given him significant returns. He specializes in Stock Valuation and utilizes options strategies to boost his results. He currently manages his family investment fund.
Being passionate about sharing the knowledge of investing and money management, Pete serves at Value Investing College where he coaches students from all walks of life in wealth creation and achieving financial freedom.
Pete is also the creator of Investing Always, where he shares his insights about personal finance and investment strategies. You may find him at www.InvestingAlways.com
Mr. Phillip Yeo
Head of International Product,
Nikko Asset Management Asia Limited
Phillip Yeo heads up international product development at Nikko Asset Management. This is a
new role whereby he oversees product units based in Singapore as well as Hong Kong, Australia,
New Zealand, the United Kingdom and Japan. The teams reporting to Phillip administer the
entire Nikko AM suite of fund products domiciled outside Japan – comprising funds in
Luxembourg, the Cayman Islands, Mauritius, Hong Kong and Singapore, and including ETFs listed
on the Singapore Exchange.
Phillip has been with the firm for more than 10 years, and brings with him over 20 years of
experience in the finance and investment sector including corporate banking, private equity
investing, sell-side research and corporate acquisitions. Over the past decade, as Head of
Product Development and Management in the Singapore office, he was responsible for leading
the initiative to streamline and rationalise the suite of unit trust products Singapore through a
fund merger and reshaping programme. He contributed to the firm’s growth in AUM through
the launch of new products and under his leadership, the average AUM per fund doubled as the
number of funds was streamlined down from approximately 55 to 40.
A notable successful product reshape was changing a Singapore equity fund in 2011 to focus on
Singapore dividend equities. The fund grew more than tenfold over 3 years and remains one of
the best-selling products locally. Phillip was also responsible for leading and co-ordinating the
launch of Nikko AM Asia High Yield Bond Fund which raised USD1.4b in 2012 and Nikko AM
Chinese Bank CNH Fixed Term Investment Fund which raised USD1.2b in 2014. He has been a
strong proponent of investing into ETFs, growing the AUM by approximately 45% in 2016.
Currently, Phillip serves on the board of Nikko AM Luxembourg S.A. He is also a member of the
Development Committee at the Investment Management Association of Singapore.
Phillip studied at Nanyang Technological University in Singapore and graduated with honours in
Business. He has a Master of Business Administration from The Imperial College in London,
UK. Phillip is also a Chartered Financial Analyst® charterholder and a Chartered Accountant with
ISCA.
Mr. Ronald K
Founder,
StockMarketMindGames
Ronald K is a self-made millionaire Stock Market investor and psychologist. He has been featured in Sunday Times Invest thrice for his revolutionary approach towards the stock market.
In his upcoming talk, he will share with you ultra-precision timing which allows you to enter before the smart money, before the big volume and allows you to exit together with the 'Big Boys' with profits. With home ground advantage, he focuses primarily on Singapore Stocks only and you will be equipped with a raw skill on stock selection with the best timing for your entry.
In addition, to those who favors long-term investment, he would be revealing a NEW sort of stock category – Growth Stock; which you should possess in your CDP portfolio instead of conventional blue-chip stocks.
Mr. Samuel Siew Wei En
Equity Dealer, POEMS Dealing (Toa Payoh),
Phillip Securities Pte Ltd
Mr. Samuel Siew currently provides dealing services to over 10,000 trading accounts and is part of the POEMS Dealing, the core in-house dealing department of Phillip Securities Pte Ltd. Apart from his Dealing role, he also gives training seminars to further enrich his clients’ financial knowledge.
Samuel often conducts Market Outlook/ Educational/ Product seminars monthly for clients and Tertiary Institutions in both English and Chinese. He believes in value investing, and focuses on stocks with good company fundamentals, as well as dividend paying stocks. Samuel regularly provides market commentary for Lianhe Zaobao, Today, Capital 95.8FM and 938 Live FM.
Samuel holds a Bachelor of Degree of Commerce with a Double Major in Marketing & Finance from Curtin University.
Mr. Shekhar Jaiswal
Head of Equities Research - Singapore & Regional Transport,
RHB Securities
Shekhar heads Singapore and Regional Transport Equities Research at RHB. He has over 11 years of working experience in equity research. At RHB, he has also spearheaded the Regional Mining research initiative between 2012 and 2015. Prior to joining RHB, Shekhar has worked with IIFL Securities, where he covered regional coal equities as well as a portfolio of eleven Singapore-listed companies spread across diverse sectors. Shekhar worked for JPMorgan between 2005 and 2008, as an associate analyst covering US- and Canada- listed coal and precious metal equities. Shekhar holds a Master's degree in Business Administration with specialisation in finance from NMIMS University in India.
Mr. Sky Kwah Wen Yao
Raffles Place & Marine Parade Dealing Manager, POEMS Dealing Team,
Phillip Securities Pte Ltd
Mr Sky Kwah is part of the POEMS Equity Dealing Team that provides dealing services to over 28,000 trading account customers.
Sky gives talks in tertiary institutions like NTU & SIM and he often conducts seminars on Fundamental Analysis, most recent was at the Investfair 2016. He particularly focuses on value stocks in Singapore and the US with a top-down macro approach. He has been interviewed by MediaCorp News 938Live radio station, Channel News Asia, Straits Times and 联合早报 as a market commenter. He hopes to help clients become better stewards of wealth and believes in succeeding in what truly matters – the fullness of life.
Sky holds a Bachelor Degree of Commerce with a triple major in Financial Accounting, Investment Finance, and Corporate Finance from the University of Western Australia.
Dr. Tee
Founder
Ein55, Smarts Enterprise
Dr Tee holds a PhD specialized in computational simulation. He possesses 20 years of trading/investing experience with in-depth knowledge in stocks and various major investment markets. He was a corporate Vice President, now the founder of a consulting firm. He has achieved financial freedom, spending most of his free time in life mission to educate the public towards the right path of investing.
He is the founder of www.ein55.com investing blog with applications of Ein55 Styles of investing, sharing his experience extensively with over 800 investment articles, conducting over 200 trading/investing seminars using FA, TA and PA methods with unique Ein55 Optimism Strategy. He is a well sought after speaker in major trading firms and various investing seminars.
Mr. Timothy Ang
Equity Dealer
Phillip Securities
Mr. Timothy Ang is second in charge of a dealing team managing up to 11,000 trading accounts and is part of the core in-house dealing department of Phillip Securities Pte Ltd.
With extensive knowledge on Fundamental and Technical Analysis, Timothy provides advisory services for a wide range of client portfolios. He believes in the bottom-up investing approach and searches for strong companies with future promise. Apart from providing dealing services, he regularly provides portfolio review across most asset classes and conducts training seminars on Fundamental and Technical Analysis topics to further enrich investor financial knowledge, value adding to their investment journey.
Timothy holds a Bachelor Degree from the University of Western Australia with a double major in Accounting and Finance.