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BFI@SMU Deep Dive into Hedge Funds Investing for Family Offices
[Programme code: P210924YZZ]
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In this essential course for private bankers, we will cover the critical steps to understanding and evaluating hedge funds in the Asian market. The course will begin with the current financial environment and the nature & history of the Asian Family Offices. This is then followed by an introduction of the different alternative investments and how to source, evaluate and access the various equity hedge funds. Finally, there will be a short discussion on opportunities in the long-term horizon covering very recent trends and technology.
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Training Duration/CPD Hours
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4 CPD Hours
Half-Day, 1.30pm - 5.30pm
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Delivery Platform:
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In-Person: venue TBA (Refreshments provided)
Language: English
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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.
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Course Fee per participant
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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)
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Eligible Participants*
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- 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
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Time
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Programme
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1:15pm
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Sign-in starts
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1:30pm
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Deep Dive into Hedge Funds Investing for Family Offices
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5:30pm
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End of workshop
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Programme Outline
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Deep Dive into Hedge Funds Investing for Family Offices
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- Understanding the environment
- Different forms of alternative investments
- Learn to source, evaluate and exit equity hedge funds
- Access to alternative investments
- Opportunities going forward
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| Trainer's Profile |
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Ms Chauwei YAK, Founder & CEO, GAO Capital
Chauwei is the Founder CEO of GAO Capital, a multi-strategy fund management company which started out as the investment arm for her family business in textiles. She has almost 20 years of investment experience and was previously Director of Research at a multi-billion family office in New York, and prior to that, in investment banking at JPMorgan and UBS Investment Bank, in New York, Tokyo and London. She is a Chartered Valuer and Appraiser (CVA) and has successfully acted as valuation expert for family businesses in Singapore courts. Chauwei is also a committee member of the Singapore Institute of Directors (SID) and Independent Director of a global logistics company founded by one of the most prominent families in India.
Chauwei graduated summa cum laude from the University of Pennsylvania with a dual degree, B.S. in Economics from the Wharton School and B. A. in Asian & Middle Eastern Studies from the College of Arts & Sciences with a minor in Mathematics. She is fluent in English and Mandarin with proficiency in Japanese.
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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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