Mrs Josephine Teo

Minister of State for Finance and Transport

Mrs Josephine Teo was appointed Minister of State for Finance and Transport in May 2011. She first became a Member of Parliament in May 2006 for the Bishan-Toa Payoh Group Representation Constituency and was Chairman of the Government Parliamentary Committee for Education from June 2009.

In 2007, Josephine was elected to the Central Committee of the National Trades Union Congress (NTUC). As its Assistant Secretary-General, Josephine oversaw the Singapore Industrial and Services Employees’ Union (SISEU), Young NTUC and the Staff-Centric function. She also chaired the Industrial Workers Education and Training Fund.

As a labour MP, Josephine represented the labour movement on the government-appointed Economic Strategies Committee and co-chaired the sub-committee on Fostering Inclusive Growth. She also served on the Boards and Governing Councils of Singapore Workforce Development Agency, Singapore University of Technology and Design, Nanyang Polytechnic and Human Capital Leadership Institute.

From July 2009 till her appointment as Minister of State, Josephine was concurrently the Chief Executive Officer of Business China, a not-for profit organisation launched in 2007 by its Patron then-Minister Mentor Lee Kuan Yew and China Premier Wen Jia Bao, whose mission is to nurture an inclusive bilingual and bi-cultural group of Singaporeans. She continues to serve on the Board of Directors of Business China.

An alumni of Dunman High School and Raffles Junior College, Josephine graduated from the National University of Singapore with a Bachelor of Social Sciences (Honours) in 1991 winning several honours. She obtained a Master of Science in Economics from the London School of Economics on scholarship from the Economic Development Board (EDB). Whiles serving at EDB, she was involved primarily in enterprise development and was seconded to China-Singapore Suzhou Industrial Park Development Private Limited in 1996. Following her return in 1998, Josephine headed Human Resources, first in EDB and later in Agency for Science, Technology & Research (A*STAR) . She was also Adjunct Faculty at the Centre for Creative Leadership (CCL) in Asia from 2002 to 2006.

Ms Carol Fong

Chief Executive Officer

CIMB Securities (Singapore)

Carol is the Chief Executive Officer of CIMB Securities. She was previously Executive Director and Group Head of Institutional Sales, where she was responsible for growing the CIMB Securities franchise in institutional equities.

Carol has over 27 years experience in the financial industry. She started her career at OCBC Bank where she worked for 5 years. She has over 20 years experience in institutional sales, of which the last 12 were in senior managerial positions, managing the institutional sales teams globally. Prior to joining CIMB Securities, Carol worked in DBSV Securities, Vickers Ballas, OCBC Securities and JM Sassoons.

Carol holds a BA from the National University of Singapore and a Diploma in Personnel Management.

Dr Koh Noi Keng

Chairperson

Citi-NIE Financial Literacy Hub for Teachers

Dr Koh Noi Keng is a Senior Lecturer at the National Institute of Education Singapore, which is an institute of the Nanyang Technological University. Advocating diversity in teaching and learning at the sole teacher training institute, Dr Koh is a also the champion of financial literacy in Singapore and is involved in spearheading financial and business education in Singapore schools since her MOE HQ days when she was the Senior Curriculum Specialist. Using engaging pedagogies and a model that has great multiplier effect, she has positioned NIE in the forefront of the University’s work in this area.

In her pioneering work of achieving synergy through partnerships with stakeholders, like the polytechnics and industry partners, she spearheads a national financial literacy programme for schools in Singapore. Dr Koh is the servant and architect of the Citi-NIE Financial Literacy Hub for Teachers. With a $1.8 million grant to conduct financial literacy training and research from Citi Foundation, she led the Hub to train more than 3000 teachers and tutors in personal finance and pedagogy for teaching financial literacy to students. The Hub has partnered with 60 schools to promote financial education, with an estimated outreach of 250,000 students, parents and teachers from more than 290 schools.

Ms Yeo Lian Sim

Chief Regulatory Officer

Singapore Exchange

As Chief Regulatory Officer of the Singapore Exchange (SGX), Ms Yeo oversees the Risk Management and Regulation team that is responsible for maintaining a robust regulatory framework for SGX's operation of a fair, orderly and transparent market and safe, efficient clearing services. Prior to SGX, Ms Yeo was Managing Director at Temasek Holdings. For most of her career, she was at the Monetary Authority of Singapore where she held responsibilities in various areas.

Ms Yeo serves on the Board of Shared Services for Charities Limited, Singapore Land Authority, the Singapore Institute of Directors Council, and the Audit Committee of the National Council of Social Service. She graduated with Honours from the University of Singapore and holds a Master degree from the London Business School, UK. Ms Yeo was awarded the Public Administration Medal (Gold) at the Singapore National Day Honours in 1994.

Roger has a Masters of Finance and a Bachelor in Business Accountancy from RMIT University.

Mr Roger Tan

Chief Executive Officer

SIAS Research

Roger Tan was previously the Lead Analyst with SIAS Research in 2006 and had covered companies such as Macquarie International Infrastructure Fund (MIIF), Ho Bee, and Soilbuild. Before rejoining SIAS Research as Vice President, Roger was an investment analyst in Standard Chartered Bank.

He is often quoted by print media such as Business Times and Lianhe Zaobao and had appeared on TV programmes such as StockWatch, Singapore Business Tonight, and Cai Jing Zhui Ji.

Roger has a Masters of Finance and a Bachelor in Business Accountancy from RMIT University.

Mr. Song Seng Wun

Executive Director

Regional Economist

CIMB Research Pte Ltd

Song Seng Wun is presently the Executive Director and Regional Economist in CIMB Research Pte Ltd.

Born a Malaysian, Seng Wun holds a Master of Arts in Econometrics from the University of Canterbury, New Zeal and. He started his career as an economist in Malayan Banking Bhd. In the early 1990’s, he moved to Singapore and worked as a Regional Economist with various major multi-national financial institutions such as Merrill Lynch (formerly Smith Newcourt); Warburg Dillion Reed (formerly SB Warburg) as well as ABN Amro (formerly ABN Amro Hoare Govette).

Seng Wun’s area of focus is in the economies of ASEAN-5. He is an icon in South Asia’s media as he regularly contributes his professional views on the regional financial markets.

Mr Andrew G Lim

Director

Global Banking Advisory

HSBC

Andrew joined HSBC in 2004. His recent experience includes advising Keppel Land on its S$500m convertible bond issuance, Sabana Shari’ah Compliant Industrial REIT on its S$636m IPO on SGX, Honam Petrochemicals on its US$1.2bn acquisition of Titan Chemicals, Sunway REIT on its RM1.5bn IPO on Bursa, K-Green Trust on its US$510m business trust listing on SGX, Dow Chemical on its US$660m sale of its stake in OPTIMAL to Petronas, the sole placement agent of Banyan Tree’s US$283m IndoChina Hospitality Fund, advising Transmile Group Berhad on its inaugural convertible bond offering (US$95m), advising NOL on its US$1bn rights issue, its US$800m capital reduction, as well as the general offer by Temasek (US$2.4bn), Samling Global’s HK$2.2bn IPO, Independent Financial Advisor to Wing Tai Holdings on USI’s HK$2.7bn acquisition of Winsor Holdings, Macarthur Cook Industrial REIT’s US$170m IPO in Singapore Stock Exchange and CapitaCommercial Trust’s S$803m follow-on equity offerings in Singapore

Andrew also served as Independent Financial Advisor to Wing Tai Holdings on USI’s HK$2.7bn acquisition of Winsor Holdings. Andrew graduated with distinction from the University of Toronto in 1994 with a Bachelor of Commerce degree, and returned to the Rotman School of Business in 2003 to complete his MBA. He received his Chartered Financial Analyst designation in 2002.

Mr Benjamin Goh

Vice President

Discretionary Investment Unit

CIMB Securities

Benjamin Goh, CFA is currently a Vice President in CIMB Securities’ Discretionary Investment Unit where he is a portfolio manager for the company’s in-house managed accounts. A regular instructor with SGX Academy and CFA Singapore, Ben’s speciality is equity analysis, portfolio management and economics. Before his current role, Ben held a number of diverse roles in A.B. Maximus & Co, JPMorgan, Credit Suisse, Deloitte Consulting and Hewlett Packard.

Benjamin received his Masters in International Securities and Investment Banking from the ICMA Centre, United Kingdom, in 2002 and became a Chartered Financial Analyst in 2001.

Dr Brian Lo Wing Tai

Managing Director

Risk Management Group

Market & Liquidity Risk

DBS Bank

Dr Lo heads up the Market & Liquidity Risk department under Risk Management Group of DBS. His teams are responsible for the risk framework, policy, control and putting up infrastructure for risk measurement, pricing model validation and risk model development for market and liquidity risk. He reports to the Group Chief Risk Officer.

Prior to joining DBS in 2002, Dr Lo was with BNP Paribas, Hong Kong, specialising on equity and credit derivatives, convertible bonds and exotic derivatives in Asia. Before BNP Paribas, he was Head of Regional Risk Analytics in Citibank, N.A. Hong Kong.

A Hong Kong national, Dr Lo holds a PhD in Mathematics and a Master of Science in Pure Mathematics from The Pennsylvania State University and Brown University, USA respectively. He obtained his Bachelor's degree from the University of Hong Kong with a First Class Honours. Dr Lo speaks regularly on risk management issues at industry conferences and seminars. From 2007 Dr Lo has been an Adjunct Associate Professor at the Singapore Management University.

Mr Debashish Dutta Gupta

Managing Director

Head of Investments

Wealth Management

Citi Asia Pacific

Debashish Dutta Gupta is a Managing Director and Head of Investments for Citi’s private banking and global consumer group businesses in the Asia Pacific ex-Japan region.

Debashish oversees a team of investment specialists providing Fixed Income, Equities, Treasury and Banking, Foreign Exchange, Managed Investments, Structured Products advisory and transactional services.

Debashish began his career with Citibank Mumbai and held a number of positions from 1992 to 2007 in Mumbai, Singapore and Hong Kong.

He holds a degree in Computer Science from the Indian Institute of Technology Madras and a Masters of Business Administration from the Indian Institute of Management Calcutta.

Mr Geoff Howie

Director

Sales and Clients

Singapore Exchange

Mr Howie is Director, Sales & Clients with a key role in leading campaigns which are designed to expand the reach and participation of SGX Derivative and Equity products. He previously held lead broking and strategist roles in four Asia Pacific offices of MF Global, Macquarie Securities in Hong Kong and was also Treasury Adviser to the Coalition Leaders in the Queensland Parliament.

He holds a Bachelors and Masters degree in Economics, the latter extending into deferred PhD work after receiving the highest grading for first-mover research and modelling conducted on the Shanghai economy.

Mr Howie’s other notable achievements include receiving two HKSI Outstanding Achievers/Candidate of the Year awards in 2005 and a commendation in the Queensland Parliament Hansard for his analysis on government finances when he was Treasury Adviser to the Coalition leaders.

Mr Jimmy Koh

Executive Director

Investor Relations and Research

UOB

Joined UOB in 2000. Mr Koh has more than 10 years of experience in treasury and economics research. He pioneers and anchors a team of economists and strategists in macro-economic research for both the G7 & Asian Emerging Markets, as well as maintains close dialogues with various Asian Central Banks and multi-lateral agencies such as the World Bank and International Monetary Fund.

In 2008, Mr Koh was appointed to lead the UOB Investor Relations team. Under his leadership, the team was awarded “Grand Prix for Best Overall Investor Relations - Large Cap”, “Best Investment Meetings/One-On-Ones” and “Best Corporate Governance” by the IR Magazine.

Mr Mark Laudi

Chief Executive Officer

Investor Central

Mark Laudi is the CEO of Investor Central®, the investor news channel on StarHub Cable in Singapore which always “asks the questions that need to be asked”.

Mark is an award-winning journalist and broadcaster, well-known to radio and television audiences in the Asia Pacific. During his seven year career at CNBC Asia Pacific, he held almost every position in the newsroom, including Producer and Australia Editor, and in front of the camera as Stock Reporter, Anchor and Field Reporter. At age 28, Mark launched CNBC Australia in Sydney as Bureau Chief.

In the five years since he left CNBC, Mark has grown Investor Central® and parent company Hong Bao Media (Holdings) Pte Ltd into Asia’s foremost web television production company which produces both Investor Central, as well as sponsored news content for branding, consumer education, investor relations, internal communications and events coverage, and syndicates these via the internet, email, mobile and out-of-home screens.

Mr Mark S Matthews

Managing Director Snr Advisor

Head Research (Asia)

Julius Baer

Mark Matthews is the Head Research Asia for Bank Julius Baer, Switzerland's leading private bank. With more than 18 years of experience in the financial and investment sector, Mark has held senior positions in the fields of research and product sales in institutions such as ING Barings Securities, Standard and Poor’s and Merrill Lynch.

Mr Melvin Tan

Vice President and

Head of Youth Engagement

CIMB Securities (Singapore)

As Head of Youth Engagement in CIMB Securities, Melvin is responsible for overseeing and driving the development and engagement of the youth segment. Melvin's contribution to building, developing and engaging youths in financial literacy is also extended through his active participation as the Chairman of the Securities Investors Association Singapore (SIAS) Youth Chapter.

Melvin is passionate in business development, entrepreneurship, strategic management, investor education and financial literacy especially for youths. In 2006, Melvin received the IT Youth Award from the Singapore Computer Society for outstanding contributions in the IT arena and was named The Straits Times 25 under 25 the same year. He has been featured in numerous media channels like The Straits Times, The Business Times, Lian He Zao Bao, Today Newspaper, Channel News Asia and many more.

Melvin holds a Bachelor of Business (Marketing) degree from the Nanyang Technological University, Singapore.

Mr Ricardo Beninatto

Executive Director

Investment Advisor

UBS Wealth Management

Ricardo Beninatto begun his career as a Proprietary Foreign Exchange Trader at Banco do Brasil in Rio de Janeiro, Brazil.

He then joined Bank of America-Fleet Bank in Sao Paulo as a Senior Equity Trader for the Bank's proprietary desk. For the same Institution he became a Director for Emerging Markets in New York leading a team of 6 specialists/traders on the floor of the New York Stock Exchange. Ricardo joined UBS Active Advisory New York team in January 2005 providing dedicated global investment advice to Ultra High Net Worth Clients. Fluent in English, Portuguese, Italian, Spanish and with working knowledge of French, Ricardo holds a BS in Economics from Faculdade Candido Mendes, Rio de Janeiro and a MBA from New York University's Stern School of Business.

Dr Richard Jerram

Chief Economist

Bank of Singapore

Richard Jerram is Chief Economist for Bank of Singapore where he is responsible for analysing and forecasting global macro developments. He has been working as an economist for more than two decades, initially in Tokyo during the late 1980s bubble, followed by a period running Asia-Pacific forecasting for the EIU and studying for a doctorate in London, then returning to Japan with ING Securities in 1996, which was acquired by Macquarie in 2004. In 2009, Richard was appointed Head of Asian Economics and was based in Singapore.

Richard has a BSc from University College London and an MSc and PhD from the London School of Economics. He is also a CFA charterholder.

Mr Sam Goh

Master Trainer and Executive Wealth Coach

Wisdom Capital

Sam Goh is the founder and executive wealth coach at Wisdom Capital. Officially accredited as the youngest wealth coach and trainer in Asia, Sam has been invited to speak at financial institutions, corporate organizations, education institutions in Singapore and Malaysia.

Sam has been featured in major newspapers, magazines and TV talk-shows in Singapore which include Lianhe Zaobao, The Sunday Times, The Straits Times, The Business Times, NTUC Lifestyle magazine, Money Smart etc. He has also been interviewed and quoted by The Business Times (Citibank Young Investor’s Forum) in the areas of stock investing and demystifying the complexity of various asset classes such as gold & silver, hedge funds etc. He is also a contributing writer for Shares Investment and Biz Daily etc in the areas of equities investing.

Sam holds the associate financial planner accreditation and is currently a committee member of Financial Services Consumers Association of Singapore (FiSCA) in which he contributes articles and conduct financial and investment planning workshops/seminars that aims to improve the financial literacy among consumers in Singapore.

Mr Sean Seah

SIAS speaker and

Master Trainer

(Value Investing Options Strategy)

Sean Seah, a first class honours graduate in Business from the Nanyang Business School, is an author and frequently invited speaker on the subject of finance and investments. Creator of the Value Investing Options Strategy (VIOs), Sean Seah's investment strategies have achieved consistent results and have been taught to hundreds of successful investors.

Mr Simon Flood

Chief Investment Officer

Lion Global Investors

Simon is Lion Global Investors’ Chief Investment Officer, Chairman of its Investment Committee and responsible for the overall direction and supervision of Lion Global Investors’ investment department.

Prior to his role with Lion Global Investors, Simon held a number of senior investment roles in the asset management industry, covering both the listed, developed and emerging, as well as private, equity markets.

Originally from New Zealand, Simon spent 15 years in the industry in London, followed by 5 years in Hong Kong before arriving in Singapore in 2009. His experience encompasses all aspects of the asset management industry but has focused predominantly on the active management of portfolios for a wide range of clients both retail and institutional. In addition to his fund management and investment team leadership roles, Simon has also held a number of senior regional business leadership positions including leading the Asia Pacific Ex Japan business for Merrill Lynch Investment Managers.

Simon holds a Bachelor of Commerce from the University of Canterbury and is a member of the CFA Institute.

Dr Siriwan Chutikamoltham

Senior Teaching Fellow

Division of Banking and Finance

Nanyang Business School

Dr Siriwan joined the Department of Banking and Finance at the Nanyang Business School, Nanyang Technological University as a Senior Teaching Fellow in 2009. Before coming to NBS, she had been teaching finance and economics in the MBA program at the Carlson School of Management, University of Minnesota in the US. At the Nanyang Business School, she teaches finance, economics and international economics and finance.

Prior to her academic career, Dr Siriwan held various positions in international financial services and general management. She began her career as an economist with the World Bank in Washington D. C. and held responsibilities for lending to Egypt, Brazil, and Poland. Subsequently, she joined Bangkok Bank, the largest commercial bank in her native Thailand, as Vice President for Treasury and Credit Policy. Subsequently, she became the CEO of a real estate company, Golden Land where she was instrumental in getting the company listed in the Stock Exchange of Thailand.

Dr Siriwan holds a Doctorate in Business Administration from the Harvard Business School, an MS in Applied Economics from the University of Minnesota, USA, and a B.Sc. (First Class Honor, Gold Medal) in Economics from Chulalongkorn University in Bangkok, Thailand.

Mr Tom Yuen

Professional Futures Trader

SGX Academy Trainer

Singapore Exchange

Tom Yuen (YCK) is a futures trader with extensive system-based trading and execution experience, and a strong background in quantitative technical analysis. YCK’s futures trading experience spans over 20 years with the first 13 years spent as a floor/ pit trader with Singapore International Monetary Exchange (SIMEX), now known as SGX-DT, Local. YCK also has more than 20 years of training and coaching experience, covering areas ranging from youth leadership, risks and rewards of trading, technical analysis, money management to financial literacy.

YCK is one of the key mentors (invited and endorsed by SGX-DT) who regularly conducts training classes for aspiring traders. He is also the key AFACT (Association of Financial And Commodity Traders) mentor who carries out mentorship programmes at SGX.