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BFI@SMU Developments and Investment Trends in Family Offices

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BFI@SMU Developments and Investment Trends in Family Offices

[Programme code: P210512TYM]

Synopsis

Family offices in Asia Pacific are increasingly upping their investments. Where and what are they looking into to do so? Attend this course to gain valuable insights on the latest in family investment trends and developments, including the factors that are driving the allocations, both in traditional assets and alternative assets such as private equity and emerging instruments.

Training Duration/CPD Hours

4 CPD Hours
0.50 Day(s) Over 1.00 Week(s)

Delivery Platform:

In-Person: venue TBA (Refreshments provided)

Language: English

 

Course Fee

The Institute of Banking and Finance (IBF) Financial Training Scheme (FTS) provides course fee subsidies to eligible company sponsored individuals who complete financial sector-specific training courses recognised under FTS courses.

Course Fee per participant

In-Person: SGD790.00 (before 8% GST)

(as low as SGD616.20^ or SGD353.20# after IBF-FTS Funding Scheme for eligible participants* and inclusive of GST)

^30% co-funding of direct training cost (capped at SGD500 per participant per course)
#70% co-funding of direct training cost for Singapore Citizens aged 40 years old and above (capped at SGD500 per participant per course)

Eligible Participants*

  • All Singapore Citizens or Permanent Residents, physically based in Singapore and sponsored by financial institutions (FI) or eligible FinTech firms
  • Licensed representatives such as insurance agents, financial advisers, and remisiers supported by FI principal
  • General insurance (GI) agents registered with the General Insurance Association’s (GIA) Agent Registration Board

 

Time

Programme

1:15pm

Sign-in starts

1:30pm

Development and Trends in Family Investments 

5:30pm

End of workshop

 

Programme Outline

Developments and Trends in Family Investments 
Trainers: Dr Jeremy LOH / Ms Serena WONG

(A) Private Markets, Co-investments & Direct Investment

  1. Understand Private Capital Markets and PE Fundamentals 
  2. Compare and Contrast Asian and US PE Investment Models
  3. Learn to Source, Structure and Manage and Exit PE Investments 
  4. Insights from Success Stories and Painful Flops

(B) Start-up Ecosystem, VC Ecosystem, and Technological Disruptions 

  1. Why Startups Succeed or Fail?
  2. Who are the Players?
  3. How do we Evaluate Startups and Companies at Early Stage for Investments?
 
Trainers' Profile
Jeremy Loh pic

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.

Serena Wong pic

Ms Serena WONG, Head of Advisory, Kamet Capital Partners

Serena is Head of Client 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 Asia’s most innovative entrepreneurs. 
  
Prior to Kamet, Serena was Head of Indonesia market for JPMorgan Private Bank where she worked with families and family offices and won the Business Partnership Award for cross-business lines transactions. Serena honed Investment Banking experience with Société Générale Corporate & Investment Bank in the Paris and London offices where she covered Metals & Mining and Project Financing. She started her career at GIC Private Limited, 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 to amplify women’s voice in Business; she was a founding committee member of JPMorgan’s Women Interactive Network in Asia. She is Co-Founder of Women in Family Office, a professional group that supports and grows the number of women decision makers in Asia’s family office sector. To give back to her alma mater, Serena is Council Member for Asia Pacific region for Tuck School of Business at Dartmouth. 

   

 About Business Families Institute

In response to the growing needs for Asian-centric family business research and education, the Singapore Management University (SMU) established the Business Families Institute (BFI) in August 2012 to help business families build sustainable, impactful enterprises across generations. Through SMU’s core competence as a thought leader, BFI aims to strengthen the ecosystem of entrepreneurial business families and stakeholders in their creation of sustainable impact by addressing business family-specific issues such as succession, family governance, entrepreneurship and wealth management. The Institute also encourages business families to Think Generations, Think Growth, Think Giving and Think Global.
 

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