Training Duration/CPD Hours

4 CPD Hours
Half-Day, 1.30pm - 5.30pm

Delivery Platform:

In-Person: venue TBA (Refreshments provided)

Language: English

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 

(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?

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.