Market Watch Live: Is the AI Disruption Fear on Software and Alternatives Overdone?

Joseph is a Senior Investment Strategist within the highly regarded Chief Investment Office in Bank of Singapore. Joseph provides thought leadership on a host of cross-asset investment topics, with a particular emphasis on global equities. Throughout his time in the bank, Joseph has been known for his timely calls and deep insights, and has been frequently interviewed and quoted by various media outlets.

Joseph also covers the Global Technology sector for the bank, and has experience navigating a range of topical issues pertaining to the internet, cloud, and the impact of geopolitics on technology. In his earlier career, Joseph has also spent time on the sell-side in the area of real estate within Singapore and China.

Joseph graduated with a BSc in Economics from the London School of Economics and holds a MSc in Management from the London Business School. Joseph is also a CFA® charterholder.

Bee Leng is responsible for Bank of Singapore’s research and strategy in Alternatives. She also contributes to the Bank’s house views on market outlook as well as the development of the global asset allocation.

Bee Leng has more than 15 years of experience in macroeconomics and research. Prior to joining Bank of Singapore, Bee Leng was part of the macro strategy team in Temasek Holdings, focusing on emerging markets. She was previously a government economist and served in Singapore’s Ministry of Finance and Ministry of Trade and Industry in a variety of research and policy roles.

Bee Leng received a BSc in Economics (First Class Honours) from the University College London, and an MSc in Economics for Development from the University of Oxford.

Dominic received his Bachelor of Accountancy from Nanyang Technological University. Dominic joined Bank of Singapore in the second half of 2024.

Prior to joining the Bank, he was a Vice President at Partners Group, where he spent 9+ years focused on Private Equity Partnership Investments, working across co-investments, secondaries and primaries. He has had experience in a Single Family Office and began his career as an investment banking analyst at Houlihan Lokey- Avista.

Dominic received his Bachelor of Accountancy from Nanyang Technological University.

Varun Khanna (London) joined KKR in 2016 and is a Partner in the firm's Private Credit business. Mr. Khanna co-heads the firm's global Asset Based Finance investment strategy and is a portfolio manager for KKR's asset based finance funds.

Mr. Khanna is a member of the Global Asset Based Finance Investment Committee and the European Real Estate Investment Committee. He also serves on Boards of Directors of several KKR portfolio companies, including Activate Capital, Pepper, Kilter Finance and Oodle.

Prior to joining KKR, Mr. Khanna was a managing director at Deutsche Bank in the structured finance division. Mr. Khanna started his career at Deutsche Bank as an equity research analyst covering technology companies.

Mr. Khanna holds a B.A., M.A. in Economics from the University of Cambridge and a B.A. in Economics from St. Stephen's College, University of Delhi.

Ken Ho joined Vista Equity Partners in 2019 and is a Director on the Value Creation team. Based in Singapore, he established and leads Vista’s first international office, driving value creation across Asia. Mr. Ho partners with management teams of high-growth software businesses to accelerate market leadership, enhance customer impact, and strengthen organizational performance.

He also serves on Vista’s Value Creation Generative AI Working Group, advancing digital transformation and AI-driven automation across the portfolio.
 

Prior to Vista, Mr. Ho was a Project Leader at Boston Consulting Group in Singapore, focusing on strategy and digital transformations across Southeast Asia. Earlier, he held strategy and business development roles at Delta Partners, Huawei, and HKT.
 

Mr. Ho holds an MBA from INSEAD, and a Bachelor of Computer Engineering from The Chinese University of Hong Kong.