【Finance Elite Time】Finance Seminar


Release date:2022/10/07
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The Faculty of Finance held “Finance Elite Time: Finance Seminar” in the afternoon of 7 October 2022. Mr. Vincent Wee, Senior Managing Director of Marcuard Heritage (Singapore) Pte Ltd, and Ms. Caroline Kwong, Managing Director of The Global Value Investment Portfolio Management Pte Ltd, were invited to share online their valuable insights with the teachers and students based on their practical work experience. Students in the BAE Finance Elite Cohort of all four grades participated at the event. Dean Lixian Jin of Faculty of Humanities and Social Sciences, Associate Dean Eva Khong, Course Coordinator of BAE Program Deqin Lin, Assistant Professor Liu Lu, Assistant Professor Lifei Xue, Assistant Professor Bo Yu, Assistant Professor Lamont Yu, Assistant Professor Lin Deng and Lecturer Simon Sou of Faculty of Finance also attended the seminar.

 

Associate Dean Eva Khong expressed her gratitude to the two guest speakers for their support and introduced them to the teachers and students, respectively. Mr. Vincent Wee is a senior banker with more than 30 years of experience in wealth management and investment banking. He has held senior management positions in many banks. The topic he shared titled “Family Office Wealth Management”. Ms. Caroline Kwong holds a Master of Science in Finance and Accounting, has worked in a number of banking companies in different regions in the past and has extensive experience in investment, fundraising, corporate finance, capital markets and debt restructuring. The topic she shared titled “Venture Capital Investment”.

 

In the sharing section, Mr. Vincent Wee introduced the concept of the Family Office. The Family Office is a very recent development in Asia, which set up for wealthy families to manage funds. It originated from a wealthy family who needed a more comprehensive approach than what bank can offer, so they form their own family business/office to manage their wealth, not only on financial asset but also family legacy. It is important for the clients to have wealth protection and a more conservative, well-diversified asset allocation to ensure their lasting well-being and social status. Compared to traditional bankers, Independent Wealth Managers are experienced professionals to help clients to achieve their long-term financial and personal objectives which include minimizing the risk of loss, capital protection, and generating returns. Independent Wealth Managers also offer independence, flexibility, alignment of interest with clients, and outstanding personalized one-stop service across multiple custodian banks and jurisdictions. Mr. Wee summarized that Independent Wealth Managers are not banks, but trusted partners to clients, which enter into separate agreements with custodian banks to book the clients’ assets, and the clients enter into agreements with Independent Wealth Managers and appoint them as their independent asset managers based on a limited power of attorney towards the bank.

 

Ms. Caroline Kwong mentioned that when a family decided to invest for a return, it is all about asset allocation in wealth management terms. Ms. Caroline Kwong then introduced The Global Value Investment Portfolio Management Pte Ltd. (GVIP). In 2016, GVIP switched from portfolio management to venture capital, with independent authorization to manage u.life in impact fund investment, and has been a registered fund management company regulated by the Monetary Authority of Singapore since 2018, with investments network in the United States, Europe and Asia. U.life Fund is a venture fund that invests in companies from early stage to mass market stage, investing in the US and Europe, Israel and Canada since 2016, 2018 and 2020 respectively. GVIP was formed to nurture young and dynamic companies around the world with a focus on companies with deep technologies that seek to bring about an inclusive, sustainable and resilient future for all. GVIP invests primarily in the fields of green energy, clean water, safe food and human welfare that use commercially feasible cutting-edge technologies to make the earth sustainable and improve livelihoods. Lastly, Ms Kwong shared two investment cases with the students in detail, focusing on the operation and development of green finance.

 

This event is the first financial "Finance Elite Time" event organized by the Faculty of Finance for all the students of the Finance Elite Cohort in the new academic year. The series of "Finance Elite Time" events focusing on the characteristic education theme of the Finance Elite Cohort and on various learning and development issues that students care about, invite famous academic teachers and students to fully participate in the discussion, and improve students' international vision.



 
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