BFI@SMU Family Office Essentials, Developments & Investment Trends

Ee Lin CHAN, Director, Family Enterprise Consulting, Deloitte Private

Ee Lin CHAN is an award-winning internationally recognised trust & wealth planner and family business governance advisor to high net worth families and family offices in Asia Pacific & Middle East. A fully qualified advocate and solicitor, she has held C-suite and regional roles in major international banks for over 3 decades.

Currently Director at Deloitte Private Tax and Legal, heading up Family Enterprise Consulting, she helps business owning families create family constitutions, and advises on family governance, trust & succession planning and family office structuring. A trained mediator, she is also adjunct professor at Singapore Management University (SMU) and Nanyang Technological University where she lectures at executive education and Masters programs, the Business Families Institute and STEP Masterclass in Family Business Advising. Winner of the SMU Dean’s Teaching Honour List Top Adjunct Faculty award in 2019, Ee Lin is also a frequent speaker at industry events in the region.

Rebekah WOO, Adjunct Trainer, Singapore Management University

With degrees from LSE, Yale and CFA, CAIA professional designations, Rebekah has more than 20 years of investing experience. Rebekah started her career with the government of Singapore, both in Singapore and New York. She then spent six years with a multi-billion single family office in New York, investing across asset classes before joining J.P. Morgan back in Asia. After J.P. Morgan, Rebekah joined Canada’s 2nd largest pension plan when it opened its Asia Pacific HQ in Singapore as the first local employee, before continuing her career in wealth management and investments.

Fully bilingual in English, Mandarin, with working French and Bahasa Indonesia, Rebekah has been actively contributing as a speaker and trainer in areas of family office, philanthropy and investments, ranging from angel investing to VC, Private Equity, Hedge Funds and Real Estate. She is also an active member of leading Associations and investment groups such as Business Family Institute @ SMU, Singapore Institute of Directors (SID), BANSEA, etc, and is an active Board member/Advisor of several companies. 

Dr Jeremy LOH, Co-founder & Managing Partner, Genesis Alternative Ventures

Jeremy LOH is a seasoned venture equity and venture debt executive with over a decade of experience investing and nurturing early and growth stage start-ups. In 2018, he co-founded Southeast Asia first dedicated venture debt fund, making private debt in the venture capital industry available as an alternative asset class for family offices and institutions. 

Jeremy has more than 15 years of venture capital investment experience and spent 4 years in the heart of Silicon Valley, California where he headed up Singapore’s EDBI USA office. Jeremy is a pioneer of venture lending in Southeast Asia, helping entrepreneurs to understand the value of debt and making venture debt more widely available. At DBS, he also worked closely with the bank’s Private Bank relationship managers and their clients who were keen to understand venture debt as a new asset class and to bring venture deals to these wealthy clients. 

Jeremy also teaches at Singapore Management University Lee Kong Chian School of Business as an adjunct professor. He designed a course in entrepreneurship and business creation to provide undergraduates with a fresh peek into the startup world. Jeremy leverages his network to bring startup founders and venture capital investors to his class for his students to be able to interact with industry practitioner.

Ms Serena WONG, Head of Advisory, Kamet Capital Partners

Serena is Head of Advisory at Kamet Capital Partners, a professional multi-family office to new economy founders in Asia. She delivers the firm’s services across investment management, wealth planning, administrative services and philanthropy, to some of Asia’s most innovative entrepreneurs. 

Prior to Kamet Capital Partners, Serena was Head of Indonesia market for JPMorgan Private Bank where she worked with key families and family offices for over 10 years and won the Business Partnership Award for cross business development. Serena is at ease across regions and cultures – at Société Générale Corporate & Investment Bank, she spent 5 years in Paris and London overing Metals & Mining and Project Financing. She started her career at the Government of Singapore Investment Corporation, Singapore’s sovereign wealth fund. 

Serena holds a Master of Business Administration degree from Tuck School Business at Dartmouth College and a Bachelor of Social Science (with Honours) degree from National University of Singapore. Serena is passionate about increasing women’s voice in business; she was a founding committee member of JPMorgan’s Women Interactive Network in Asia.