17 January 2025 (Friday)
9:00 Am – 2:00 pm
Raffles City convention centre
(Atrium Ballroom, Lvl 4)
80 Bras Basah Rd, Singapore 189650
*Click on a speaker’s name to view their bio
Ethan Chue
CEO,
FAMILY SUCCESSION ADVISORS
Ethan has helped numerous business owners, entrepreneurs and senior executives set up and manage their family succession plans in the past 29 years. He founded Family Succession Advisors to provide families with objective and unbiased advice and to guide them through the complexities of putting their family business and estate succession plans in order, including the conceptualisation of family governance frameworks, drafting of family constitutions and the establishment of trusts, foundations, and other implementation strategies. Ethan is also passionate about helping our next generation develop and fulfil their potential and serves as a mentor and coach to NextGen business owners and family members.
Ethan started his career in 1995 as a tax advisor in a public accounting firm advising corporations and families. Prior to founding Family Succession Advisors, Ethan led Wealth Planning teams in international banking groups including Credit Suisse, Sarasin, and Rothschild. He also set up and was the Chief Executive Officer of licensed Singapore trust companies for JP Morgan and Standard Chartered Bank.
Ethan is a Chartered Accountant, CA (Singapore), a qualified Trust and Estate Practitioner (TEP) and a Singapore Mediation Centre (SMC) Accredited Mediator. He also lectures at programmes conducted by the Wealth Management Institute (WMI) and speaks at industry conferences.
CEO,
FAMILY SUCCESSION ADVISORS
Ho Yee Hoon
SENIOR VICE-PRESIDENT,
HOWDEN PRIVATE WEALTH
With over 15 years of sales and marketing experience, Yee Hoon specialises in helping High-Net-Worth individuals and families across Asia achieve their wealth transfer and legacy planning goals with internationally-sourced life insurance based solutions.
Prior to joining Howden Private Wealth in 2011, Yee Hoon was advising affluent clients on their wealth planning needs as a Bancassurance Specialist at an International Bank.
A dual-licensed Consultant in Hong Kong and Singapore, Yee Hoon holds a Bachelor of Business Degree (Marketing) from Royal Melbourne Institute of Technology and is a registered representative with the Monetary Authority of Singapore and Hong Kong Confederation of Insurance Brokers.
Yee Hoon is fluent in both English and Mandarin.
SENIOR VICE-PRESIDENT,
HOWDEN PRIVATE WEALTH
Paul Lee
CO-FOUNDER, CEO & CIO, PARAGON CAPITAL
Paul has over 25 years of wealth and investment management experience. Prior to setting up Paragon Capital Management Singapore, he was Managing Director Senior Advisor at Bank Julius Baer & Co. Ltd.
His portfolio management experience spans across more than two decades over several top-tier banks including Credit Suisse AG and Barclays Wealth & Investment Management, where he helped his high-net-worth clients navigate through volatile markets. His strong track record has earned him the trust of his clients, many of whom have remained clients for more than a decade.
CO-FOUNDER,
CEO & CIO,
PARAGON CAPITAL MANAGEMENT
Carinn Neo
MD & SENIOR PORTFOLIO MANAGER,
PARAGON INCOME I
Carinn has 3 decades of fixed income experience, where she managed products including credit, interest rates and derivatives structures, as well as global and emerging market bonds and loans, and discretionary fixed income mandates. She possesses a deep understanding of the Asia Pacific market. Prior to joining PCMS, Carinn spent over 12 years with Credit Suisse Private Bank Singapore as Co-head of the discretionary fixed income mandates for the APAC region. In her role, she was also the senior portfolio manager for various fixed income strategies including Asia unconstrained bond mandates, fixed maturity and SGD global fixed income mandates.
Prior to this portfolio management role, Carinn was Head of Fixed Income Advisory APAC and the team was awarded “Best Private Bank: Fixed Income Advisory” 2020 by Asian Private Banker. Carinn’s earlier career includes being part of Bear Stearns Fixed Income team, Fund Manager in DBS Asset Management and Fixed Income Credit Analyst in OUB Asset Management.
MD & SENIOR PORTFOLIO MANAGER,
PARAGON INCOME I
Keith Ong
CO-FOUNDER & CEO,
REALVANTAGE
Keith Ong is the Co-founder and Chief Executive Officer of 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.
CO-FOUNDER & CEO,
REALVANTAGE
Sean Quek
MD & SENIOR PORTFOLIO MANAGER, PARAGON CAPITAL
Sean has over 20 years of experience in capital markets, wealth management and equity research. He spent nine years with Bank of Singapore, initially as head of equity research. Notably, he led the team in the origination and management of equity research-driven funds that have consistently generated alpha since their inception. His last held position was as Alpha Team Head, where he led the team in generating global multi-asset investment ideas for the bank. He was also a member of the bank’s global asset allocation investment committee.
Prior to Bank of Singapore, Sean worked with Credit Suisse for 14 years where his last held position was as the investment bank’s Singapore Head of Research. Sean is a CFA® charterholder and a qualified Associate Wealth Planner with the Financial Planning Association of Singapore.
MD & SENIOR PORTFOLIO MANAGER, PARAGON CAPITAL
Neil Shearing
GROUP CHIEF ECONOMIST,
CAPITAL ECONOMICS
Neil Shearing is Group Chief Economist and Director at Capital Economics, a world-leading provider of independent economic insight. He has overall responsibility for managing a team of 70+ economists and leading the firm’s research, as well as developing its products and relationships with clients globally.
A well-known voice within the investment community, Neil has written articles in the Financial Times and other newspapers, as well as appearing regularly on TV and radio. Prior to his current role, he was Chief Emerging Markets Economist, managing a team that won several awards for forecast accuracy.
Neil joined Capital Economics from HM Treasury where he worked as an Economic Adviser in various areas, including fiscal policy and global economics. He holds degrees in Economics from the University of York and the University of London and is an Associate Fellow in the Global Economy Programme at Chatham House.
GROUP CHIEF ECONOMIST,
CAPITAL ECONOMICS
Neil Shearing
GROUP CHIEF ECONOMIST
CAPITAL ECONOMICS
Neil Shearing is Group Chief Economist and Director at Capital Economics, a world-leading provider of independent economic insight. He has overall responsibility for managing a team of 70+ economists and leading the firm’s research, as well as developing its products and relationships with clients globally.
A well-known voice within the investment community, Neil has written articles in the Financial Times and other newspapers, as well as appearing regularly on TV and radio. Prior to his current role, he was Chief Emerging Markets Economist, managing a team that won several awards for forecast accuracy.
Neil joined Capital Economics from HM Treasury where he worked as an Economic Adviser in various areas, including fiscal policy and global economics. He holds degrees in Economics from the University of York and the University of London and is an Associate Fellow in the Global Economy Programme at Chatham House.
GROUP CHIEF
ECONOMIST
CAPITAL ECONOMICS
Keith Ong
CO-FOUNDER AND CEO
REALVANTAGE
Keith Ong is the Co-founder and Chief Executive Officer of 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.
CO-FOUNDER & CEO
REALVANTAGE
Ho Yee Hoon
SENIOR VICE-PRESIDENT
HOWDEN PRIVATE WEALTH
With over 15 years of sales and marketing experience, Yee Hoon specialises in helping High-Net-Worth individuals and families across Asia achieve their wealth transfer and legacy planning goals with internationally-sourced life insurance based solutions.
Prior to joining Howden Private Wealth in 2011, Yee Hoon was advising affluent clients on their wealth planning needs as a Bancassurance Specialist at an International Bank.
A dual-licensed Consultant in Hong Kong and Singapore, Yee Hoon holds a Bachelor of Business Degree (Marketing) from Royal Melbourne Institute of Technology and is a registered representative with the Monetary Authority of Singapore and Hong Kong Confederation of Insurance Brokers.
Yee Hoon is fluent in both English and Mandarin.
SENIOR VICE-PRESIDENT
HOWDEN PRIVATE WEALTH
Ethan Chue
CEO
FAMILY SUCCESSION ADVISORS
Ethan has helped numerous business owners, entrepreneurs and senior executives set up and manage their family succession plans in the past 29 years. He founded Family Succession Advisors to provide families with objective and unbiased advice and to guide them through the complexities of putting their family business and estate succession plans in order, including the conceptualisation of family governance frameworks, drafting of family constitutions and the establishment of trusts, foundations, and other implementation strategies. Ethan is also passionate about helping our next generation develop and fulfil their potential and serves as a mentor and coach to NextGen business owners and family members.
Ethan started his career in 1995 as a tax advisor in a public accounting firm advising corporations and families. Prior to founding Family Succession Advisors, Ethan led Wealth Planning teams in international banking groups including Credit Suisse, Sarasin, and Rothschild. He also set up and was the Chief Executive Officer of licensed Singapore trust companies for JP Morgan and Standard Chartered Bank.
Ethan is a Chartered Accountant, CA (Singapore), a qualified Trust and Estate Practitioner (TEP) and a Singapore Mediation Centre (SMC) Accredited Mediator. He also lectures at programmes conducted by the Wealth Management Institute (WMI) and speaks at industry conferences.
CEO
FAMILY SUCCESSION ADVISORS
Paul Lee
CO-FOUNDER, CEO & CIO, PARAGON CAPITAL
Paul has over 25 years of wealth and investment management experience. Prior to setting up Paragon Capital Management Singapore, he was Managing Director Senior Advisor at Bank Julius Baer & Co. Ltd.
His portfolio management experience spans across more than two decades over several top-tier banks including Credit Suisse AG and Barclays Wealth & Investment Management, where he helped his high-net-worth clients navigate through volatile markets. His strong track record has earned him the trust of his clients, many of whom have remained clients for more than a decade.
CO-FOUNDER, CEO & CIO
PARAGON CAPITAL MANAGEMENT
Sean Quek
SENIOR PORTFOLIO MANAGER, PARAGON CAPITAL
Sean has over 20 years of experience in capital markets, wealth management and equity research. He spent nine years with Bank of Singapore, initially as head of equity research. Notably, he led the team in the origination and management of equity research-driven funds that have consistently generated alpha since their inception. His last held position was as Alpha Team Head, where he led the team in generating global multi-asset investment ideas for the bank. He was also a member of the bank’s global asset allocation investment committee.
Prior to Bank of Singapore, Sean worked with Credit Suisse for 14 years where his last held position was as the investment bank’s Singapore Head of Research. Sean is a CFA® charterholder and a qualified Associate Wealth Planner with the Financial Planning Association of Singapore.
MD, SENIOR PORTFOLIO MANAGER
PARAGON SAGE FUND
Carinn Neo
MD, SENIOR PORTFOLIO MANAGER
PARAGON INCOME I
Carinn has 3 decades of fixed income experience, where she managed products including credit, interest rates and derivatives structures, as well as global and emerging market bonds and loans, and discretionary fixed income mandates. She possesses a deep understanding of the Asia Pacific market. Prior to joining PCMS, Carinn spent over 12 years with Credit Suisse Private Bank Singapore as Co-head of the discretionary fixed income mandates for the APAC region. In her role, she was also the senior portfolio manager for various fixed income strategies including Asia unconstrained bond mandates, fixed maturity and SGD global fixed income mandates.
Prior to this portfolio management role, Carinn was Head of Fixed Income Advisory APAC and the team was awarded “Best Private Bank: Fixed Income Advisory” 2020 by Asian Private Banker. Carinn’s earlier career includes being part of Bear Stearns Fixed Income team, Fund Manager in DBS Asset Management and Fixed Income Credit Analyst in OUB Asset Management.
MD, SENIOR PORTFOLIO MANAGER
PARAGON INCOME I
Data Protection Notice
By providing the information and clicking on the “Submit” button, I understand and consent to Paragon Capital Management Singapore Private Limited, collecting, storing and/or using the personal data that I provide (“Personal Data”), whether or not such Personal Data relates to me or to a third party, for the purposes of managing my attendance at the event, other related event(s), and for administrative purposes relating to the event (“Purposes”).
I understand that Paragon Capital Management Singapore Private Limited may need to share the Personal Data with the event co-host members and/or programme partners (“Third Parties”), and I consent to the disclosure of the Personal Data to such Third Parties for the Purposes. In the event I withdraw my consent for collection, storage and/or usage of my Personal Data for the Purposes, I acknowledge that I will not be able to participate in the event or other related events or activities. I am aware that I can withdraw my consent by sending an email to [email protected].
I note that all sessions being recorded. Footage from recordings may be used in publicity materials.