Resources for download
*Sponsors list is being updated periodically
*Sponsors list is being updated periodically
Charu Chanana joined Saxo in 2022 and is a Market Strategist based in Singapore. She focuses on delivering investment strategies based on global macroeconomic fundamentals and monetary policy analysis, and understanding the impact on a broad range of asset classes. She is also responsible for Asia ex-China coverage at Saxo, particularly looking at Japan and India markets. Charu comes with over 12 years of experience in financial markets, having been in equity research and economist roles previously.
Charu is regularly quoted by the media and appears frequently on Bloomberg TV, CNBC, BBC, Channel News Asia and across Singapore and Hong Kong's business radio channels.
I’m Steve Hong, the CEO of Coinvestor. With a passion for the crypto asset, I lead a dynamic team committed to providing tailored crypto currency investment products. Our goal at Coinvestor is to empower individual investors, offering a diverse range of investment product to match unique preferences and goals. Together, let’s unlock the potential of crypto currency investment and shape a secure and rewarding future.
Germaine Chow is an entrepreneur, speaker & investor. She’s the Co-Founder of I Quadrant/Crestbrick, a property education and research firm with offices in Singapore and Malaysia that has helped 4000+ investors using her unique pod-based investing approach. Her community has gained an increment of wealth portfolio of over $250M in just a short span of 4 years. Germaine’s personal property portfolio as of 2022 is worth over US $10,000,000 across Singapore, New Zealand, United Kingdom. She has also been featured in various media outlets like The Straits Time, Tatler, The Edge and Money FM for her work in portfolio scaling through real estate.
Gerald Wong, CFA, is the founder and CEO of Beansprout, a MAS-licensed investment advisory platform helping individuals to make better financial decisions. He has more than 13 years of experience in investment advisory, and was recently the Head of Singapore Securities Research at Credit Suisse. Gerald was ranked top Singapore research analyst by Institutional Investor in 2016-20, and has made frequent appearances in the media. Gerald serves on the CFA Society Singapore university outreach committee. He graduated from the London School of Economics with a BSc (Economics) degree.
Keith Ong (“Keith”), age 47, is the Co-founder and Chief Executive Officer of Singapore-founded RealVantage, the region’s fastest growing real estate investment platform bringing investors access to global investment opportunities across different sectors. Keith directs all facets of the investment and asset management chain, business development and capital raising activities. An industry veteran with over 20 years of experience in investment banking and asset management, Keith has transacted in excess of USD3 billion across geographies, sectors and the entire real estate investment spectrum.Prior to co-founding RealVantage, Keith was director of investment management and capital transactions at Firmus Capital for over four years. In 2015, Keith held the position of director for investments at Rockworth Capital Partners for two and a half years. Other roles included being assistant director of investments for ARA Asset Management for nearly 10 years, and senior assistant director at Ministry of Trade and Industry, Singapore, and principal analyst at JTC Corporation.
Keith is a graduate of the University of Cambridge with a Master of Philosophy in Land Economy, and holds a Bachelor of Science degree in Real Estate from the National University of Singapore. Keith is married with 2 kids, ages 13 and 15. His wife is also in the real estate business and works as an Assistant General Manager with a local developer. In his spare time, Keith plays tennis, spins to feel young, and is a believer in sustainable investing, egalitarianism and Keynesian economics. He is an ardent oenophile and an avid chef. For a full read, visit https://www.realvantage.co/our-team and https://www.linkedin.com/in/keith-ong-50489935/.
Thought leadership: Keith is an active spokesperson and contributing author and speaks on a variety of topical issues including wealth creation, real estate, private equity, investing, asset and fund management, fractional ownership across asset classes and territories, investment modelling and strategy, financial technology and wealthtech, government and policy, regulatory matters and leadership.
Benny is a business & profit strategist with over 10 years of experience in starting and scaling businesses. Most notably, he built 12 profitable businesses in just under 4 years by using unorthodox strategies he refined over the years through his own ingenuity and experience. He also hosts a popular Youtube channel on investments and finances.
Currently, Benny runs multiple businesses across various industries from the education, real estate industry, automobile, greens, F&B, to marketing and production.
Li Guang Sheng, Principal Investment Specialist at Phillip Securities and one of InvestingNote's top influencers, stands out in the investment arena with his unique "Keep It Simple" philosophy. Focusing on value investing and corporate actions, he has achieved numerous top positions in trading competitions. His commitment to mentoring, coupled with his resonating approach, has made him a distinguished leader for a wide range of clients, from retail investors to hedge funds.
The Weeblings is a sibling duo documenting their journey to $1,000,000 on the internet. They started out with short form videos on TikTok in end November 2021, and have amassed a humble following of 30,000. Their content centres around the ups and downs of their million dollar journey, touching on topics such as investing, trading, macroeconomics, personal finance and entrepreneurship.
The Weeblings is a sibling duo documenting their journey to $1,000,000 on the internet. They started out with short form videos on TikTok in end November 2021, and have amassed a humble following of 30,000. Their content centres around the ups and downs of their million dollar journey, touching on topics such as investing, trading, macroeconomics, personal finance and entrepreneurship.
Mr. James Ooi is currently with uSMART Securities as a Market Strategist. He is also a SGX Academy trainer. He has been in the financial industry since 2007, and possesses expertises from both buy and sell sides. He holds a Bachelor of Business degree with double majors in Finance and Marketing from the University of Technology Sydney.
Stephen Tong is a Senior Client Portfolio Manager for Franklin Templeton Investment Solutions in Singapore. He focuses on designing and managing multi asset portfolios engineered to meet specific client objectives by leveraging Franklin Templeton's global investment capabilities.
Prior to joining Franklin Templeton in 2018, Mr. Tong was a Senior Investment Consultant with Willis Towers Watson, where he advised institutional clients in Asia on investment strategy, portfolio construction and manager selection. Prior to his tenure with Willis Towers Watson, he was an auditor with PricewaterhouseCoopers (PWC).
Mr. Tong holds a bachelor of economics and finance from the University of Hong Kong and also holds the Chartered Financial Analyst (CFA) designation.
Tan Siew Lee has over 15 years of experience in investments and wealth management.
She started her career with OCBC Premier Banking before moving to Wealth Management as Product Manager for Treasury Products. She progressed steadily in her career and was appointed as Head, Investment Products in 2012 which oversees the Treasury and Unit Trust product teams. She was appointed as Head of Wealth Management Singapore in June 2014. Currently, she oversees OCBC Group Wealth Management’s product strategy, development, and advisory units.
Siew Lee has a Bachelor of Business (Honours, 2nd Class Upper) from Nanyang Technological University Singapore. She also holds a Master of Science in Wealth Management from Singapore Management University.
Marcus Wong is currently the Head of CFD Sales at StoneX Financial Pte Ltd where he oversees the CFD sales function of the business. Having more than 15 years of experience working in the banking and brokerage industry, Marcus understands clients’ needs and expectations and provides his clients with quality advice and inputs on their trading journey. Marcus takes a keen interest in financial education and has conducted many seminars and courses throughout his career.
Marc is the Director of Sales & VP of Operations at PropertyLimBrothers, Singapore's fastest-growing Digital Media Real Estate Tech Company. Prior to joining the real estate industry, Marc was an entrepreneur and business owner in the education and F&B space. He brings with him a wealth of entrepreneurial insights, as well as experience in crafting creative marketing strategies for his clients’ properties. As a property investor himself, he brings vision and acumen, as well as first-hand experience to his clients’ property planning and investment journey.
Yu Rong, the Associate Senior Investment Consultant, is no stranger to the real estate industry. Over the last decade, he has helped his clients amass a profitable property portfolio. With an unwavering passion for investment planning and financial literacy, Yu Rong has individually transacted over 250 properties and consistently achieved Top Performer in the industry. His core competence involves formulating personalised investment strategies based on his clients’ profile, by drawing from his insights on current market trends and strong understanding of prevailing real estate policies. Armed with strong analysis skills and a diverse knowledge in real estate, Yu Rong is adept at spotting properties with growth opportunities.
Dinesh Dayani is the Co-Founder of Singapore's leading personal finance publisher Dollars And Sense. He writes on a wide range of topics, including investing, insurance, property, policy matters, business finance, and other important issues that impact our financial lives.
Hooi Ling is the Executive Director and CEO of Inclusif Capital, as well as the Portfolio Manager of Inclusif Value Fund. Prior to setting up Inclusif Capital, Hooi Ling was a founder and partner in another boutique value fund. And before that, she spent more than two decades as a financial journalist in Business Times, the leading business daily in Singapore. As the writer of the Show Me the Money (SMTM) column, Hooi Ling won over many fans with her robust research and insightful analysis of the markets. Many of her analyses had proved prescient and have stood the test of time. Almost all the SMTM articles have been compiled into eight bestselling books. For her work, she was recognised as The Securities Investors Association of Singapore's Investor Education Journalist in 2009, 2011 and 2013.
Hooi Ling holds a Master of Science degree in Applied Finance from NUS.
Benjamin is currently the Head of Research and Investor Education at SIAS and a Senior Lecturer at the Singapore Institute of Technology, Singapore’s fifth autonomous university. While waiting to start on his PhD, Benjamin teaches a variety of finance courses specialising in business valuation, derivatives, and investment analysis. An adjunct instructor with CFA Singapore, Benjamin’s specialty is equity analysis, portfolio management, and economics. Benjamin received his Master’s in Finance from the ICMA Centre, United Kingdom, in 2002 and became a Chartered Financial Analyst in 2001.
Edward is a former banker and current financial literacy advocate who regularly conducts financial literacy talks for freelancers and graduating students, and hosts public forums and panel discussions with renowned financial experts for The Singapore Exchange (SGX), in addition to several other financial institutions and organisations. He also wrote and presented a four-part introduction to financial literacy series called "#Adulting" that can be accessed for free on Yahoo TV.
Many Singaporeans do find Edward (or his voice) somewhat familiar - he's worked on over 800 projects on stage, on screen, for radio, and online.
Lim Jun Yuan is a dedicated full-time retail investor with a diversified portfolio consisting of three banks and Real Estate Investment Trusts listed on the Singapore Exchange. In addition, he engages in retail trading, specifically in equities listed on the Singapore, United States, and Hong Kong stock exchanges, as well as in Daily Leverage Certificates, and Options.
As a financial blogger, he founded 'The Singaporean Investor' (TheSingaporeanInvestor.sg) to share his knowledge and insights on investing and trading with beginners in the field. Furthermore, he provides analyses of companies listed on the Singapore, United States, and Hong Kong markets, as well as summaries of general meetings conducted by listed companies in Singapore, in which he has investments.
Jun Yuan is an active participant on the InvestingNote investing platform, recognised by the community as the 'Most Popular Member' in 2021 under the username @ljunyuan.
Ivan Guan is an esteemed retirement strategist and the author of the acclaimed book "FIRE Your Retirement". With over two decades of experience as a financial advisor, he has helped numerous individuals achieve early retirement through strategic investment planning and portfolio management. His blog, SGMoneyMatters.com, is a trusted resource, providing practical financial tips and valuable insights to empower readers in making informed financial decisions.
Hazelle is the CEO & Chief Trainer of The Joyful Investors, which focuses on financial learning to empower individuals towards financial freedom and take their life back by changing their relationship with money. They coach investors on how to develop an edge in the markets to accelerate financial independence and retire early to help them live more deliberately and meaningfully. The Joyful Investors has been featured in national media and financial platforms, including Money FM 89.3, Her World, iFAST TV and more.
James Yeo is a speaker at the SGX Academy and Founder of SmallCapAsia, a financial education company focused on uncovering the smaller hidden gems within the Singapore market.
James is a fervent ex-writer for various famous publications such as Dollarsandsense.sg, Yahoo Finance, Investor-one and more. He has the privilege to speak at events organized by Online Traders Club, ShareInvestor, Investingnote.com and more.
Recently, he has also embarked on the journey to be an aspiring Youtuber talking about stock ideas and how to invest for the better.
Lastly, he has also attained the Skillsfuture Advanced Certificate in Learning and Performance (ACLP) awarded by the Institute of Adult Learning.
Wayne Deng graduated from National University of Singapore with a Bachelor of Science degree in Real Estate and has more than 10 years of experience in the financial industry. He gained valuable knowledge during this time in the area of insurance planning, stocks investments and private equity. He is now currently with REPs Holdings as a Sales and Distribution Manager where he applies his expertise speciality on Resale Endowment Plans (REPs®).
Wayne started out his career as a financial consultant with Prudential during his university days and worked in equity sales for DBS Vickers Securities after his graduation. He then joined a private equity firm as business development partner and co-founded a consulting firm before joining REPs Holdings.
Wayne believes in financial literacy and educating individuals on investments that match their different risk profiles. He has been appointed speaker for various companies roadshows and internal events in the past.
Vincent was originally a chef at some of the Singapore's top restaurants for 10 years. He transitioned into the financial sector, inspired by the wisdom of Buffett and Munger. Currently, he serves as a research analyst at ShareInvestor, contributing to investment analysis and authoring articles for investor-one.
Kenny Loh is a Wealth Advisory Director and REITs Specialist of Singapore’s top Independent Financial Advisor. He helps clients construct diversified portfolios consisting of different asset classes from REITs, Equities, Bonds, ETFs, Unit Trusts, Private Equity, Alternative Investments, Digital Assets and Fixed Maturity Funds to achieve an optimal risk adjusted return. Kenny is also a CERTIFIED FINANCIAL PLANNER, SGX Academy REIT Trainer, Certified IBF Trainer of Associate REIT Investment Advisor (ARIA) and also an invited speaker of REITs Symposium and MoneyFM89.3.
Robin is a Top-Tier Trader and Principal Investment Specialist at PhillipCapital. He is also a highly accomplished and experienced trader with over 30 years in the financial industry, and a professional trainer at the SGX Academy since 2012.
Daryl Ho is a Senior Investment Strategist with DBS Chief Investment Office covering Fixed Income and Alternatives strategies for the bank.
He has more than a decade of experience in banking and investments, managing fixed income portfolios and investment strategy as a fund manager, as well as debt origination and corporate banking in his early banking career.
Daryl has a Master's degree in Business Administration and is a CFA® Charterholder.
Paul has more than 20 years of experience as a fund manager and sell-side analyst. During his time as fund manager, he has managed multiple funds and mandates including capital guaranteed, dividend income, renewable energy, single country and regionally focused funds. Paul was previously attached with UOB Kayhian, Prudential Unit Trusts, Daiwa Asset Management and BNP Paribas Investment Partners.
He graduated from Monash University and had completed both his Chartered Financial Analyst and Australian CPA programme. He currently covers Singapore strategy and sectors such as consumer, telecommunications, electronics and healthcare.
Tan Teck Leng is the Deputy Chief Investment Officer of Phillip Capital Management(S) Ltd, and a key member of the investment team covering global equity and fixed income markets, including both active funds and ETFs. He oversees the managed account portfolios and the management of the equity and balanced fund portfolios. Prior to joining the Group in 2008, he worked in the aerospace and defence fields with a Singapore-based engineering conglomerate, and had project management experience in a regional construction and infrastructure engineering consultancy firm. Teck Leng obtained his Bachelor of Mechanical Engineering degree with First Class Honours from Imperial College London in 1999. Teck Leng is a CFA (Chartered Financial Analyst) charterholder.
Andrew Leelarthaepin is an Independent Director for Bitstamp, the world's original and longest running cryptocurrency exchange. Andrew has extensive knowledge of both traditional financial markets and digital assets, having spent over 20 years across both asset classes. Andrew is widely recognised as a thought leader on digital asset regulations in Asia-Pacific, with deep knowledge of the specific laws and regulations governing this space.
Mr Christopher Lee is one of the founding members of ShareInvestor, an internet media and technology company with operations in Singapore, Malaysia, Thailand, Indonesia and Australia. Mr Lee is currently the Chief Executive Officer of ShareInvestor Group of companies. Mr Lee was instrumental in the development and expansion of ShareInvestor businesses across South Asia in the area of investor communication, financial market data tools and investor education services.
Mr Lee has more than 25 years of working experience in the information technology and media industry. He started off in 1992 as a Marketing Representative with IBM Singapore and has assumed various responsibilities including sales, marketing, training and management in IBM. Mr Lee holds a Bachelor of Engineering (Hons, 2nd Class Upper) from the National University of Singapore and a Master of Business Administration (Management of Information Technology) from Nanyang Technological University. He completed his Executive Education in the Harvard Business School.
Sean has more than 15 years of experience in trading and investment management Prior to joining Asia Genesis, he was a Portfolio Manager at Tower Research Capital, one of the world’s most successful proprietary trading firms, where he ran a portfolio of systematic strategies and traded across a wide spectrum of asset classes equities, fixed income, currencies, commodities and digital assets with an outstanding track record of consistent profitability, even through major market events and periods of high volatility.
Before this, Sean was a senior trader at Grasshopper Asia where he focused on Asian derivatives and established a stellar track record of profitability with zero losing months during his 8 years with the firm, and was instrumental in driving trading and technological development across trading and risk management.
Sean has a well grounded understanding of technological developments within blockchain and spent the earlier parts of his career at HSBC and Morgan Stanley
As the CEO of Moomoo Financial Singapore Pte Ltd, Gavin Chia leads the team in Singapore to grow Moomoo’s footprint through its intuitive and technology-driven investment super-app, which provides clients an enhanced, improved and seamless overall investment experience.
As a financial industry veteran of over 15 years, he has held key roles as the Head of Corporate Development (B2B) in UOB Kay Hian, as the Head of Business Development in Haitong International Financial Services (Singapore), and as the Head of Corporate Development (B2B) and Wealth Management (B2B) in Phillip Capital, which he has leveraged for his current role.
His past roles and responsibilities have enabled him to be fluent in multi products like Equities, Futures, Mutual Funds, Bonds, Leveraged FX (LFX) and Contract for Differences (CFDs: MM and DMA models), while serving clients from all walks of life and gaining experience from past exposures. Gavin is a strong believer its clients with not only products, but also “High Touch and High Tech” services.
Over the years, he has also worked closely with regulators, exchanges, fund houses and global technology vendors which develop and enhance system infrastructures and trading platforms for various Financial Institutions and Brokerages, enabling businesses to scale up swiftly and exponentially.
Jun Cheong is part of the dealing team at Moomoo Singapore. He specialises in stocks, options, futures and fund products. He holds a BSc in Business & Economics from Lund University School of Economics & Management, Sweden. Prior to joining Moomoo, Jun Cheong was a US Equity dealer with DBS Bank.
So Sin Ting is Chief Client Officer at Endowus, Asia’s leading digital wealth platform. She brings over 15 years of experience in the wealth management industry at leading banks across Hong Kong and Singapore, including Morgan Stanley and Nomura.
Sin Ting wants to make the best of investing accessible to everyone, and to bring best-in-class investment products and solutions to retail and accredited investors at scale through Endowus. In her current role, she leverages her extensive wealth management experience to deliver a client-first hybrid investing experience through an intuitive digital platform and efficient, multi-channel advisory support. She believes Endowus plays an important role in empowering people with the right financial knowledge, to help them overcome misinformation, choice overload, and decision paralysis in the world of investing.
Nicole is the Head of Consumer Group at ADDX, leading the business that helps global accredited individual and corporate investors gain greater access to private markets and investment alternatives through fractionalized investments at smaller ticket sizes.
Prior to ADDX, she spent about 13 years at UBS Wealth Management, most recently at its Chief Investment Office as Head of Content Strategy APAC. At UBS, she was core to developing a new content-led digital sales model for high net worth investors and led the delivery of the investment office's best investment ideas and themes directly to clients across platforms, and strategic and tactical initiatives.
Nicole enjoys sharing her views about private markets, alternatives and fintech, and believes in creating meaningful impact and connections with our investors and partners in the digital and finance ecosystem.
Mr Michael Syn is Head of Equities at Singapore Exchange (SGX Group). Mr Syn has management responsibility for SGX Group's equity businesses, serving as CEO of the stock market, central depository and futures market.
Prior to this role, Mr Syn led the Exchange’s successful derivatives business in equity, commodity and currency assets. He joined SGX Group in 2011 with a background in investment banking and investment management.
Mr Syn serves on the council of Economic Society of Singapore and the board of Sentosa Development Corporation. He chairs Mount Faber Leisure Group, one of Singapore’s leading operators of a suite of leisure and lifestyle services, anchored around the Singapore Cable Car Sky Network of six stations.
Mr Syn graduated with MA and PhD degrees from Cambridge University and attended the Harvard Advanced Management Program.
Mr. Howie is the Singapore Exchange’s Market Strategist, with 25 years of experience in financial markets and economics. He has a strong background in global macroeconomics and a reputation for expeditiously identifying key market drivers and their impact across major asset classes.
He is the creator and author of the SGX My Gateway Report which highlights local market highlights and developments, serving investors since 2012. The report is one of the most read and regarded in the Singapore financial markets, with one of the largest subscriber bases.
Mr. Howie has led numerous content campaigns for SGX and is a leading market communicator to the investing public. He pens the weekly Inside Insights column in the Business Times, in addition to speaking with Money FM 89.3 every Friday for the Market View Roundup. Mr. Howie was also named a LinkedIn Power Profile in 2018.
Prior to his role at SGX, Mr. Howie held lead Broking and Market Strategist roles across the Asia Pacific offices of the world’s largest Futures and Options broker. He complemented his dealer profile with the provision of frequent market outlooks, educational events and media engagements. He has also served as the Treasury Adviser to the Leader of the Queensland Liberal Party in Queensland Parliament.
Mr Howie has received a Bachelors and Master’s degree in Economics at the University of Queensland, with his thesis achieving the highest grade for first-mover policy research on the opening of Shanghai’s economy in the early 1990s. Mr. Howie’s other notable merits include receiving two Hong Kong Securities Institute Outstanding Achievers awards for the 2005 year.
Mr. Howie is also the previous Vice President and Treasurer of the Australian Alumni Singapore (AAS) and is a University of Queensland Alumni Ambassador for the Faculty of Business, Economics & Law.
Ms. Emelia Tan is a founding member of SGX Research at SGX Group. The team actively profiles Singapore sectors and listed companies, generating content to aid investors in their investment process. SGX Research’s content is distributed to a base of over 350k subscribers in Singapore, and also through various institutional, retail and media channels. With close to 10 years of experience at the Singapore Exchange, Emelia has acquired a breadth of knowledge across the Singapore securities chain including research, trading, issuer services, and investor education & financial literacy through SGX Academy.
刘庭芝女士是新加坡投资教育媒体公司Gen Z Group的联合创始人，该公司以投资为主题创作漫画，以漫画的独特形式推广投资教育。目前出版的作品包括《大赢家：看漫画学投资》、《INVEST! Impact》等。刘女士本科毕业于清华大学国际关系学系及外国语言文学系，并持有牛津大学工商管理硕士学位。
Robin Han, a graduated from NUS with a Ph.D degree, is well known by many local investors as a trader and trading mentor. Dr. Han focus on study gaming theory, market trap and market timing which helped himself and his fellow traders to catch many profitable opportunities in the current volatile market. His analysis of market and individual stocks are well-known in terms of accuracy. He has broadly shared his trading experience in stock market using the combination of fundamental analysis, technical analysis and game theory analysis. He often share his market view and methodology through medias and organizations including: Capital 958 radio, 938 Live FM, Mediacorp Channel 8, Zaobao，SharesInvestment, SIM BMG，Traders Round Table，Online trader’s club，RBI International, CyberQuote and Wealth Directions etc. To get more high knowledge and support on stock and shares,feel free to send email to firstname.lastname@example.org, or call 91077386.
Isaac Lim, CMT, CFTe is a professional Technical Analyst (TA) heading the Equities and Indices team with Global Macro oversight at a boutique French research firm.
He consults daily with leading buy-side institutions, hedge funds and asset managers. He provides his clients with bespoke TA studies and market insights (strategic and tactical), contributing to their profitability and helping them optimize their investment performance.
Through his purely discretionary TA methodology, Isaac has also consistently outperformed the markets on multiple Alpha Capture platforms.
Isaac has also been invited as a guest speaker at Bloomberg events and also the IFTA 2020 Post Conference series.
In his free time, he loves to spend time with his family, read up on TA related books and find ways to modify and improve his strategy and market approach.
He is also currently a co-chair of the Chartered Market Technicians (CMT) Association - Singapore Chapter.
Being a seasoned stockbroker with more than 20 years of investing/trading experience, Thomas has served & helped many of his HNW & corporate clients navigate the treacherous waters of the world's stockmarkets.
He is a leading Principal Trading Representative with PhillipCapital and is also an accomplished Chartered Market Technician (CMT®).
Thomas has been featured in many seminars, ZaoBao & the CEO Magazine and pens a monthly investment memo for his clients which covers Macro & the S&P500 Index with utmost precision. For more information about him and his work, please visit www.thom-ng.com.
With over 12 years’ experience examining and predicting price movements in the financial markets, Wei Ren is a market strategist who specialises in Technical Analysis and Macro Economics. Leveraging core price action trading strategy combined with classical technical analysis to trend spot market movements for entries and exits, he believes that historical data plays a pertinent role in how market prices would impact future trades. His interest is in the field of predictive analysis and is passionate about using data to forecast trends.
Wei Ren also writes for CGS-CIMB’s Trendspotter, a daily market outlook report that aims to identify trading ideas in both Asia’s equity markets. A seasoned presenter, he has been hosting live webinars since the start of his career as a market strategist, where his forecasts based on past market data analysis have been the highlight of each session.
Wei Ren has been featured on various mainstream media platforms including The Business Times ‘Chart Point’ and Capital 95.8.
He is also a Chartered Market Technician (CMT) holder, which holds the highest regards in the field of Technical analysis
Daniel is a fintech enthusiast with a diverse background in multiple industries. At InvestingNote, he played a crucial role in Marketing and Business Development, making significant contributions to the company's growth. Currently, as Senior Executive at ShareInvestor Group, he drives product development and business growth leveraging his expertise in both the stock market and fintech sectors.
Darren has experience in the FinTech industry for more than 5 years. He was the programmer of InvestingNote who in charge of enhancing and innovation new features for InvestingNote Web Platform. Currently, Darren is the Director, Investor Platforms of ShareInvestor Group and oversees 4 platforms (ShareInvestor WebPro, ShareInvestor Station, Bursa Station and InvestingNote) for Malaysia Side. He is dedicated to bring the best platforms to the Malaysian Investment community.
Dan has been a Trading Representative / Remisier with PhillipCapital since 2001.
With more than 20 years of experience (and counting) in the equity market, Dan has assisted many investors and traders in navigating the turbulent stock market. He has manage to value-add to their investment journey by providing them with timely information and good insights, which would enable them to make informed investment decisions.
Dan is an active and verified contributor in InvestingNote, one of the largest investment forums in Singapore, where he regularly shared his views in his daily posts in the Active Traders' Club.
He is also a SGX Academy Speaker and was a guest speaker in various webinars.
Dan has a Bachelor of Business Administration (BBA) Degree from the National University of Singapore (NUS).
Shanison Lin is the founder of InvestingNote, a leading stock investing community platform in Singapore and Malaysia. With over 12 years of trading experience and a Chartered Market Technician (CMT) holder, he currently serves as Group Managing Director after InvestingNote merged with ShareInvestor. Before founding InvestingNote, he was the technical lead for ShareInvestor’s technology team for four years, where he developed large-scale financial portals. Shanison earned a Bachelor's degree in Information System from the National University of Singapore under the MOE scholarship program and is passionate about developing InvestingNote into the premier stock investing community platform in the region.
Jixu is the Content Creator and Presenter of Coinlive. She is passionate about decoding financial concepts and trends to deliver engaging and informative content. Through crafting videos, and live presentations she demystifies the world of cryptocurrencies and blockchain technology to both seasoned enthusiasts and newcomers.
SG Budget Babe is one of Singapore's OG finance blogs, celebrating its 10-year anniversary this year! With close to 20 million reads and counting, Dawn's work has also been featured by many government statutory boards, as well as in mainstream media including the Straits Times, Channel News Asia, AsiaOne, MoneyFM and more. Dawn writes on personal finance issues that strike home for many SIngaporeans, including how to save more money, earn extra income, CPF, insurance and investing in the stock market. Check out her website to learn why her readers are such die-hard fans at www.sgbudgetbabe.com.
Kelvin Learns Investing is one of Singapore's biggest personal finance channels. On his channel, he mainly talks about money-related stuff like investing, credit cards, special deals, and early retirement (because I like money). Do check out his channel at https://www.youtube.com/@KelvinLearnsInvesting.
Alvin Li is a Director of Equity Derivatives Sales Asia at UBS AG. He is responsible for business development, sales and marketing of Daily Leverage Certificates (DLCs) in Singapore and listed Warrants CBBCs in Hong Kong. Prior to UBS, Alvin was with Societe Generale, CSOP Asset Management and Citigroup Global Markets Asia.
Willie Keng, CFA is the CEO & Founder of the financial blog called, Dividend Titan (www.dividendtitan.com). Willie was a former research analyst for financial institutions, including Deutsche Bank, Bank of Singapore, and DBS Private Bank. He covered high-yield bonds. Prior to that, he joined Phillip Capital Management, where he helped managed the biggest retail Singapore dollar money market fund.
Willie’s articles have appeared across major financial media outlets -- dollarsandsense.sg, Seedly, Investor-One, Yahoo! Finance and Investing Note. He’s a frequent speaker at conferences, having moderated at the SGX Trading Festival 2022, Invest Fair 2022, the REITs Symposium 2021 and 2022. Willie also regularly speaks on Money FM 89.3’s The Breakfast Huddle and Your Money with Michelle.
Willie is a private investor and a CFA Charterholder.
An independent trader who seeks to educate through his own trading experiences, Jay began his own trading journey at the age of 22.
He is a self-taught trader who has read more than 200 books on trading and investment since college and created his trading methodologies modelling after several successful veteran traders.
Jay has since amassed more than 12 years of experience trading diﬀerent market conditions with consistency. Of the many disciplines in trading, he specializes in trading options, swing trades on equities, currencies, futures and contract-for-diﬀerence (CFDs).
Thousands of retail traders across South East Asia have benefitted from his Swim Trading programs since 2015.
Jay is also actively involved in online and physical speaking engagements across South East Asia; namely Singapore, Malaysia, Thailand & Vietnam.
You can connect with him at https://www.swimtrading.com.
Mr. Zhang Dinghai (Bruce) is a portfolio manager at CSOP and is responsible for bond, REITs and money market investment strategies. His major responsibilities include bond portfolio management and business development to enhance the company’s fixed income strategies positioning.
Before that, Bruce worked at State Street Global Advisors and held several roles including product engineer, portfolio specialist and portfolio manager. He was responsible for managing billions of fixed income portfolios across multiple sectors. Other responsibilities include bespoke analysis for the client facing teams and quantitative support for the local product group.
Bruce holds a Master's degree in Economics from the University of Hong Kong and a Bachelor of Arts from Peking University. He is a CFA Charter holder and is a member of CFA Institute and the Hong Kong Society of Financial Analysts.
Jun Hao is currently a venture investor in Web3 startups such as Worldcoin and EigenLayer, both which are poised to be household names. Prior to that he was an Investment Director at a Web3 incubator and since the start of his career has been in both the investment and founders' side of the finance and Tech industry, having had experiences in financial institutions, startups and venture capital. What started Jun Hao's career in Web3 was his switch from personal trading in FX to Bitcoin and altcoins derivatives trading on BitMEX in 2016. Since then, he has been committed to the crypto and Web3 industry and has worked on multiple projects and advised many more. His personal site is https://linktr.ee/teojh where he shares his portfolio and industry related thoughts.
Olivia Higgins is the lead Presenter/Host at Moomoo Singapore. As a TV news journalist with a research background in academia, Olivia analyses key finance topics with industry experts to inform and engage viewers in making better financial decisions. As our moderator, Olivia invites you to join in the discussion as she guides you towards top questions and analysis with our experts. She’s an advocator for Women in STEM and empowering youths with financial literacy as she represents the country as Miss Singapore for 2023. Olivia specialised in presenting, TV journalism and research as an alumni of the Nanyang Technological University (NTU) Singapore, Wee Kim Wee School of Communication, the University of California, Los Angeles (UCLA) and the University of Sydney.
ShareInvestor is an integrated investor communication company with operations across South East Asia. We help our corporate clients strategize and execute their digital communication plans, leveraging on innovative technologies, to reach out to their stakeholders globally.
As a technology focused company, ShareInvestor develops its own market data tools offerings to empower investors to make informed investments decisions. Our online toolsets, ShareInvestor Station™, ShareInvestor WebPro™ and ShareInvestor Mobile offer market data information on global markets.
ShareInvestor focuses on investor education. We believe in educating investors across their investment journeys, working together with our educational partners and the exchanges to develop a vibrant investor community in each market we serve.
Our vision is to empower investors to make a choice.
InvestingNote is a community-driven platform that helps retail investors connect with experienced, professional investors to exchange investing ideas and financial knowledge, across both Singapore and Malaysia. We're here to make investing Fun & Profitable!
REPs Invest is the largest service provider for local Traded / Resale Endowment Policies since 2010. We provide individuals and organisations with higher risk-adjusted returns through our wide range of resale policies.
We were incorporated in 2010 as an independent service provider that specialize in the purchase of Traded / Resale Endowment Policies. We have built a strong reputation for offering policyholders who wish to discontinue their policies a better exit strategy and investors higher returns than traditional insurance policies.
Our Vision is to develop a robust secondary market for resale endowment which forms part of the financial services in Singapore.
uSMART Securities (Singapore) Pte. Ltd (uSMART SG),is a leading securities company regulated by MAS and we hold a Capital Markets Services (CMS) License under the Securities and Futures Act 2001. We provide smart, professional and outstanding one-stop financial services to our clients, to best serve investors' needs and investment journey. uSMART is being backed a strong group of investors that includes the prominent Hong Kong conglomerate Chow Tai Fook Enterprise.
uSMART was originally founded in Hong Kong and has Type 1 (Dealing in securities) , 4 (Advising on securities) and 9 (Asset management) licenses with Hong Kong’s Securities and Futures Commission. Our uSMART app won numerous awards such as “Most Innovative Data Provider of the Year” from HKEx and the “Intelligent Investment Platform Award of Excellent” from Now Business News Channel in 2019.
CSOP Asset Management Limited (“CSOP”) was established in Hong Kong in January 2008 as the first offshore subsidiary established by one of the largest Chinese asset management companies with parent company total AUM of US$ 280 billion as of 31 March 2023. As a dedicated homegrown ETF issuer and without any first mover advantage, CSOP has managed to become a leading ETF manager in Hong Kong market by building a healthy ETF Ecosystem. As of 31 March 2023, the total AUM of CSOP is over US$ 13.5 billion.
At Saxo we believe that when you invest, you unlock a new curiosity for the world around you. As a provider of multi-asset trading and investment solutions, Saxo’s purpose is to Get Curious People Invested in the World. We are committed to enabling our clients to make more of their money. Saxo’s parent company, Saxo Bank A/S, was founded in Copenhagen, Denmark in 1992 with a clear vision: to make the global financial markets accessible for more people. In 1998, the Saxo Group launched one of the first online trading platforms in Europe, providing professional-grade tools and easy access to global financial markets for anyone who wanted to invest.
Today, Saxo is an international award-winning investment firm for investors and traders who are serious about making more of their money. As a well-capitalised and profitable Fintech, Saxo is a wholly-owned subsidiary of Saxo Bank A/S, a fully licensed bank under the supervision of the Danish FSA, holding broker and banking licenses in multiple jurisdictions. As one of the earliest fintechs in the world, Saxo continues to invest heavily into our technology. Saxo’s clients and partners enjoy broad access to global capital markets across asset classes on our industry-leading platforms. The Saxo Group’s open banking technology also powers more than 200 financial institutions as partners by boosting the investment experience they can offer their clients. Keeping our headquarters in Copenhagen, the Saxo Group has more than 2,500 professionals in financial centres around the world including London, Singapore, Amsterdam, Hong Kong, Zurich, Dubai and Tokyo.
For more information, please visit: https://www.home.saxo/en-sg
Based in California, United States, Moomoo Technologies Inc. is a wholly-owned subsidiary of Futu Holdings Ltd, which is an advanced technology company transforming the investing experience by offering a fully digitized brokerage and wealth management platform.
Moomoo's mission is to provide any level of investors with an intuitive and powerful investing platform by using technology. We keep improving customers' experience and driving industrial innovation backed by independent technological R&D capabilities on the whole trading process and our creative internet operating model.
Securities products and services available via moomoo are offered by wholly-owned subsidiaries of Futu Holdings Ltd., including but not limited to Moomoo Financial Inc. and Moomoo Financial Singapore Pte. Ltd.
Moomoo Financial Inc. is a broker-dealer registered with U.S. Securities and Exchange Commission and member of FINRA and the Securities Investor Protection Corporation (“SIPC”), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). It is important to understand that SIPC protects customer accounts against losses caused by the financial failure of the broker-dealer, but not against an increase or decrease in the market value of securities in customers' accounts. SIPC does not protect against market risk, which is the risk inherent in a fluctuating market. For further information about SIPC insurance coverage for accounts with Futu Inc., see www.sipc.org. or request an explanatory brochure from Futu Inc. To learn more about Moomoo Financial Inc., please visit www.moomoo.com/us.
Moomoo Financial Singapore Pte Ltd. is a capital markets services license holder regulated by the Monetary Authority of Singapore (Licence No. CMS101000). To learn more about Moomoo Financial Singapore Pte Ltd., please visit www.moomoo.com/sg.
CGS-CIMB Securities (CGS-CIMB) is a leading integrated financial service provider in Asia. It is a joint venture between CGS International Holdings Limited, a wholly owned subsidiary of China Galaxy Securities Co. Ltd., and CIMB Group Sdn. Bhd.
Through a network of local offices, branches, and strategic partners, we have a direct global presence in over 15 countries and territories, providing a truly Asian perspective. We are well-positioned as Asia’s leading financial gateway with a core focus on deep-dive research and in-depth analysis on equities and financial products.
We are a customer-centric firm and focus on value creation for clients, offering a suite of investment and financial solutions for retail and institutional clients. Our businesses include retail broking, institutional equities, derivatives, prime services, equities research, wealth management and online broking.
Backed by an award-winning research team, we have one of the most comprehensive research coverages of over 800 stocks. Our strong research capabilities form the backbone of our product and service offerings, connecting clients to opportunities.
City Index is a global FX and CFD trading provider, started 40 years ago in 1983 and proudly serving Singaporeans since 2006. With over 6,000+ markets to choose from across forex, indices, shares and commodities, and exclusive tools like Performance Analytics and SMART Signals – we help traders grow, giving you the tools you need to tackle the markets head on.
SIAS actively promotes good corporate governance and transparency practices, investor rights, investor education and is the watchdog for investors in Singapore. SIAS rates companies on their governance practices together with industry partners and rewards companies excelling in good corporate governance practices.
SIAS, the largest organised investor group in Asia, is run by an elected Management Committee comprising professionals who are volunteers. It is now a registered Charity and an Institution of Public Character.
Besides its focus on corporate governance, SIAS also extensively provides a variety of investor education programmes to its members and the investing community at large through collaborative arrangements with financial institutions and listed companies interested in investor education as part of its corporate social responsibility agenda.
For more information about SIAS, please visit www.sias.org.sg.
Singapore-founded and -domiciled RealVantage, the region’s fastest growing real estate investment platform bringing investors access to global investment opportunities across different sectors, is owned and managed by RV SG Pte. Ltd. (company UEN No. 201927456N), a private limited company. Co-founded respectively by former C-suite investment management and technology executives Keith Ong and Mao Ching Foo, RealVantage is also the first digital fractional private equity real estate platform to receive Capital Markets Services (“CMS”) licence (CMS licence number 101156) from the Monetary Authority of Singapore in November 2021.As a regulated entity, RealVantage opens the heavily-gated world of private equity real estate investments to Singapore-based retail investors; allowing the man in the street access to a multitude of real estate investment opportunities such as co-investment mandates, managed funds, greenfield development projects, income-producing commercial assets, or secured debt instruments across various geographies, sectors and strategies. With flexible investment quanta, RealVantage’s retail and institutional clients can diversify their exposure to various global real estate opportunities, and customize their own portfolio of properties according to their individual risk appetites in order to achieve better risk-adjusted returns. The CMS licence grants RealVantage the ability to pool capital together as one significant property investor to position itself on a level playing field with large institutional investors of the real estate world, so as to secure the best deals.RealVantage has adopted strong corporate governance practices and put in place, secure proprietary digital systems since inception in July of 2019. RealVantage applies a rigorous process of checks and balances and robust transactional protocols across deal evaluation, finance and cyber security; in order to sustain the highest levels of protection for its investors. All deals on RealVantage are reviewed and vetted by an investment committee comprising a panel of renowned industry captains. To date, despite the endemic pandemic, RealVantage successfully realised 10 deals, and increased its investor base by 6x, and funded 33 deals across the United Kingdom, Australia, United States, Hong Kong and Singapore. To discover more, visit www.realvantage.co
Since its inception as a stockbroker Phillip Securities in 1975, and its inauguration of Phillip Nova (formerly known as Phillip Futures) in 1983, PhillipCapital has grown into an integrated Asian financial house with a global presence and offers a full range of quality and innovative services to retail and high net worth individuals, family offices, as well as corporate and institutional customers.
Phillip Nova is one of the founding clearing members of Singapore Exchange Derivatives Trading (SGX-DT) while Phillip Securities became the first retail broker in Singapore to launch POEMS, an online trading platform in 1996 and changed the way investors trade in Singapore.
The Group has clearing memberships in 21 global exchanges, including APEX, BMD, CME Group exchanges, DGCX, HKEX, ICDX, ICE Singapore, JPX Group exchanges, NSE, TFEX, TOCOM and SGX Group exchanges.
PhillipCapital offers a comprehensive suite of financial products and services includes broking in securities, futures, foreign exchange, bonds, precious metals and commodities, unit trusts, contracts for difference, exchange traded funds; fund management, managed accounts, insurance planning, regular savings plan, investment research, equity financing and property consultancy. Institutions can also benefit from PhillipCapital’s corporate finance and advisory services as well as information technology solutions.
Today, the Group headquartered in Singapore, operates in the financial hubs of 15 countries, including offices in Australia, Cambodia, China (and Hong Kong SAR), India, Indonesia, Japan, Malaysia, Singapore, Spain, Thailand, Turkey, UK, UAE, USA and Vietnam, serving over 1 Million clients with Assets Under Management of total more than USD 35 Billion.
UBS is a key issuer and market maker of Daily Leverage Certificate (DLC) in Singapore and the leading issuer of CBBCs and Warrants in Hong Kong. Our DLC offers cover a wide range of stocks and indices across Hong Kong, Singapore and US markets. Please visit www.ubs.com/dlc for the latest insights and DLC product list.
Plus500 is a multi-asset fintech group offering trading platforms for CFDs, Shares, and Futures with advanced analytical and risk management tools to suit different types of traders.
The CFD trading platform offers real-time quotes and the unique +Insights feature that gives users access to big data on trading trends across global markets. With over 24 million customers worldwide, Plus500's users can access global financial markets with more than 2800 CFDs on popular trading instruments, including Shares, Forex, Options, Indices and more.
Plus500SG Pte Ltd holds a Capital Markets Services license from the Monetary Authority of Singapore, while its parent company, Plus500 Ltd is listed on the Main Market of the London Stock Exchange (symbol: PLUS).