AFPJ Investment Conference 2011

The Hon. Leong Sze Hian is an alumnus of Harvard University and the inaugural United Nations University International Leadership Academy. He has been a radio talkshow host, Wharton Fellow, written a newspaper column, served as Honorary Consul of Jamaica, , Chairman of the Institute of Administrative Management, and founding Advisor to the Financial Planning Associations of Indonesia and Brunei. He has been invited to speak more than 100 times in over 20 countries on 5 continents, authored 4 books and quoted over 1000 times in the media. He has 3 Masters, 2 Bachelors degrees, and 13 professional qualifications.

Craig L. Israelsen is an Associate Professor at Brigham Young University in Provo, Utah where he teaches Personal and Family Finance to over 1,200 students each year. He holds a Ph.D. in Family Resource Management from Brigham Young University and received a B.S. in Agribusiness and a M.S. in Agricultural Economics from Utah State University. Prior to teaching at BYU, he was on the faculty of the University of Missouri-Columbia for 14 years where he taught Personal and Family Finance in the Personal Financial Planning Department. Primary among his research interests is the analysis of mutual funds and the design of investment portfolios. He is a principal at Target Date Analytics LLC, a firm that has developed indexes for the benchmarking and evaluation of target date/lifecycle funds. He is also the developer of the 7Twelve Portfolio and the author of three books. His most recent book is titled “7Twelve: A Diversified Investment Portfolio with a Plan” (John Wiley & Sons, 2010).

Lee Chiwi, CEO of Rockwills Group of Companies in Singapore was called to the Bar of England & Wales and admitted as an Advocate & Solicitor of Singapore in 1988. He is a TEP (Registered Trust and Estate Practitioner). Lee Chiwi is the author of four books including “The Rockwills Guide to Succession and Trusts in Wealth Management”. He has also regularly been invited to speak at seminars on matters concerning trusts and wealth management. Since 2004, Lee Chiwi has been appointed as adjunct faculty member of the Singapore Management University for their Wealth Management MSc Program, lecturing in Tax and Estate Planning.

William Tan, Head of Sales for Franklin Templeton Investments in Singapore has more than 15 years of banking & finance exposure from commercial banking to wealth management. Prior to joining Franklin Templeton Investments, William worked as a consultant & trainer focusing in investment & wealth management. Before that, he was with a major foreign bank in Singapore managing a portfolio of high net worth foreign clients.

Jeffrey Quek is a Licensed Business Coach with ActionCOACH and he focuses in coaching Small and Medium Enterprises (SME) owners in Singapore to help them overcome key business challenges, and mentors them to move their businesses to a higher level of success. He brings along with him more than a decade of strong marketing and business development experience. To date, he has worked with SME businesses of different industries: design, creative agencies, education, retail, publishing, IT and construction related industries. His personal mission is “I'm not here to make a living, I'm here to make a difference.”

Ernest Low, Head of Product and research from Professional Investment Advisory Services (PIAS), holds a Bachelor of Arts Degree, majoring in Economics and Statistics from the University of Singapore and a MBA from the University of Liverpool. He has written articles and contributed opinions for the Straits Times, Business Times, Asia Financial Journal, The Edge, Smart Investor, etc. He is also an author of “Starting Small Finishing Rich”, a money management book for children. PIAS is one of the largest financial advisory firms in Singapore providing a broad range of financial and business development services that are fully backed by our ongoing support and expertise. The Professional Investment Group of Companies has been expanded to include a number of associated financial services businesses to complement its core business, and to extend its ability to provide quality products and services.

Morningstar Inc. which is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Their esteemed speaker from their Hong Kong headquarters will be leading in discussions and throwing focus into the market outlook on funds in 2011. They will also delve into the latest skills and techniques for portfolio management, as well as on how to distinguish good investors from the bad.

Wong Sui Jau is currently the General Manager of Fundsupermart Singapore since August 2005. Since graduating in 1988 with a Bachelor of Accountancy from Nanyang Technological University, he joined Pricewaterhouse Coopers as a tax consultant. Subsequently, he moved to join iFAST Financial as Senior Research Analyst in 2000 and has been actively involved in most of the research content from Fundsupermart. He was appointed Research Manager in April 2003 and led the growing research team at Fundsupermart. Today, The research team has grown to include nine analysts from the Asia Pacific region including countries like Hong Kong, Singapore and Malaysia. Even after his promotion as a Research Director of iFAST Financial Pte Ltd, he continues to be involved in market research. His market views have been featured on various media including Channel News Asia, CNBC and Channel U. His written articles and quotes have been featured on all major newspapers including Business Times, Straits Times and Lian He Zao Bao.

Norman Wu, Senior Director, Head of Business Development (Retail) of UOB Asset Management Ltd, has more than 20 years’ experience in the financial services industry. He is responsible for the Singapore retail business unit and oversees UOBAM’s subsidiary in Taiwan. Norman holds a MBA and a Master of Applied Finance from University of Adelaide. In addition, he is a Fellow of ifs School of Finance and a CPA Singapore.

Prantik Gupta, Assistant Vice President, Premium Liquid Assets Pte Ltd has conducted his studies in Literature at Brunel University, London. He has a corporate background in market research and worked as a consultant for The Times of London's, Foreign Direct Investment Business Partner Referral Programme for five years. Prantik has traded investment calibre fine wines in the London market, and has managed private wine portfolios for a global client base. He now wishes to share his knowledge of the Bordeaux fine wine market with you and show you a fine way to wealth!