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STEP (Singapore)'s Brown Bag Session: Understanding the Future of Your Job in Finance (18 January 2019)
Friday 18 January 2019, 12:00 - 14:00

About the Brown Bag Sessions:

The STEP (Singapore) Branch is pleased to introduce its Brown Bag Sessions for STEP members - small informal lunchtime sessions conducted by the Branch for professionals and STEP members to share their experience and knowledge in dealing with tricky practice issues.

About this Session

With the rapid disruptions happening regularly in the finance and technology sectors, it has become ever more critical for trust practitioners to be aware of trends and possible future changes that can impact our daily jobs and careers and that of our staff. Nowhere has digital disruption been more closely felt than in the wealth management industry which the trust industry is closely aligned to, and we cannot afford to not know how the future may look like. To help us prepare and future-proof our careers, this session has been specially curated for accessibility to non-investment specialists such as the bulk of STEP members. Don’t be left wondering who moved your cheese!
This talk starts with a perspective of an industry grappling with the growth of passive investing and the rise of exchange traded funds, then proceeds to an overview of new approaches to Active Investment Management pertaining to active/passive product mix, thematic/ESG investing and “alternative” asset class investments in infrastructure & real estate, private equity, private debt.
The focus will then shift to an overview of new investment product “manufacturing” flexibility brought about by the emergence of Big Data, Machine Learning, Artificial Intelligence and Factor Investing techniques.
It will then conclude by postulating how the traditional wealth advisory engagement/service models will evolve and what the next generation financial advisor workbench with digital marketing and sales tools may look like.

The session will be limited only to 20 STEP Full members at S$10 nett on a first-come first-served basis!


12.00 –12.30pm

Registrations & Lunch


12.30 – 01.30pm

Understanding the Future of Your Job in Finance – New Approaches to Active Investment Management & the Need for Manufacturing Flexibility and New Wealth Advisory Models in an Era of Big Data, Machine Learning, AI & Factor Investing

1:30 –2:30pm

Q&A Session

About the Speaker: 



Mr Choy Siew Kai

Choy Siew Kai has a 30 year career in the investment management industry and recently retired from GIC Pte Ltd after 20 years of service. He was a Managing Director of GIC for the last 10 years and has held leadership positions in Public Equities, Risk & Performance Management, Data & Analytics and Governance.
In July 2019, he will be commencing a course of study/research at Stanford University as a Fellow of the Distinguished Careers Institute.

About the Moderator: 

Ee Lin


Ms Chan Ee Lin - Director, Tax & Legal, Family Enterprise Consulting, Deloitte Private

Ee Lin has more than two decades of experience in C-suite and regional positions with leading private banks as an internationally recognised trust & wealth planner and family business governance advisor to high net worth families in Asia Pacific & Middle East. Co-founder of a family office services company, she is a top rated adjunct lecturer and accredited curriculum developer at NTU and SMU, and started her career at the Monetary Authority of Singapore.
Featured in CityWealth PowerWomen International Financial Centre Top 200 global list for 2014, 2015, 2016 and 2017, Ee Lin is has been a Resource Panel Member of the Government Parliamentary Committee for Finance and Trade and Industry since 2009, and is Board member of the Worldwide Fund for Nature, Singapore and the Shirin Fozdar Program at SMU.
Ee Lin holds three degrees at Magna Cum Laude level: a BA from Stanford University; an MBA in International Wealth Management from Carnegie Mellon University; and a Doctor in Jurisprudence from SMU. A full-fledged TEP, she is an advocate and solicitor of the Supreme Court of Singapore.

 Download brochure HERE.

Location :WongPartnership LLP, 12 Marina Boulevard Level 28, Marina Bay Financial Centre Tower 3, Singapore 018982
Contact :Email: This email address is being protected from spambots. You need JavaScript enabled to view it.; Tel: +65-65512784
Registrations are now closed

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