About the event
2020 has been a year of upheaval. Conditions that once spurred growth have come under threat. The status quo has given way to a new normal, driven in part by the unrivalled migration to digital technologies. How will geopolitics and the structural shifts we are seeing today change the way we manage wealth, allocate capital, and invest for the future?
Our flagship wealth conference, The Next Inflection Point features our wealth experts from the OCBC Wealth panel alongside other guest speaker sets to cover a range of pertinent topics from geopolitics to macroeconomics to the investment outlook to help investors and entrepreneurs navigate these complex dynamics.
About our speakers
George Yeo is the Senior Adviser to both Kuok Group and Kerry Logistics Network.
From 1988 to 2011, he served 23 years in the Singapore Government, as Minister for Information and the Arts, Health, Trade & Industry, and Foreign Affairs.
Mr Yeo has a BA in Engineering (Double First) from Cambridge University and an MBA (Baker Scholar) from Harvard University.
He started as a Signals Officer in the Singapore Army, crossed over to the Air Force, became Chief-of-Staff of the Air Staff, and attained the rank of Brigadier-General as Director of Joint Operations and Planning in the Defence Ministry before resigning to enter politics in 1988.
Mr Yeo is a member of the Board of Trustees of Berggruen Institute on Governance, International Advisory Panel of Peking University, Senior Advisory Council of Beijing Forum, International Advisory Board of IESE Business School, International Advisory Council of China's Eco Forum Global Guiyang, International Advisory Board of Japan's National Graduate School for International Policy Studies (GRIPS), International Advisory Committee of Mitsubishi Corporation and the MUFG Global Advisory Board.
He is an independent Board member of AIA, Pinduoduo, an e-commerce company newly listed on NASDAQ and New Yangon Development Corporation. He is a senior advisor to Brunswick for its geopolitical initiative and, recently, to Singapore’s V3 Group. Mr Yeo served as a Member of the Pontifical Commission for Reference on the Economic-Administrative Structure of the Holy See from year 2013-2014 and the Vatican Council for the Economy from February 2014 to July 2020.
Samuel N. Tsien
Mr Tsien is the Group Chief Executive Officer and Executive Director of Oversea-Chinese Banking Corporation Limited (OCBC). He also serves on the boards of major OCBC Group companies, including Great Eastern Holdings Ltd, Bank of Singapore Ltd, OCBC Wing Hang Bank Ltd, OCBC Bank (Malaysia) Berhad, Wing Hang Bank (China) Ltd and on the Board of Commissioner of PT Bank OCBC NISP Tbk. He is also a Director of Mapletree Investments Pte Ltd and Dr Goh Keng Swee Scholarship Fund. His other commitments include serving as the Chairman of the Association of Banks in Singapore and the Vice Chairman of the IBF Council, a member of the Monetary Authority of Singapore (MAS) Financial Centre Advisory Panel and a member of the MAS Payments Council. Mr Tsien holds a Bachelor of Arts with Honours in Economics from the University of California, Los Angeles and is an IBF Distinguished Fellow.
Mohi-uddin is a macroeconomist and financial market strategist with two decades experience covering institutional investors around the world. Mansoor speaks to policymakers and central bankers and maintains links with think-tanks in Washington and Beijing. He appears on CNBC and Bloomberg Television, his work features in The Economist and he has written for the Financial Times.
Mansoor was most recently at the Royal Bank of Scotland’s investment arm, NatWest Markets, where he was the Asia region's Macro Strategist and previously the bank’s Global Head of FX Strategy. Prior to joining RBS, Mansoor spent 17 years at UBS in London, Zurich and Singapore where he was also Global Head of FX Strategy from 2002 to 2014. Mansoor holds a Bachelor’s and a Master’s degree in Economics from the London School of Economics.
He was tutored by Professor Charles Goodhart, a former Chief Adviser at the Bank of England.
Selena is the Chief Economist for OCBC Bank. As Head of Treasury Research & Strategy, she leads a research team that is responsible for Treasury market research, forecasts and trading recommendations for the bank, covering fixed income, interest rates, corporate credit, foreign exchange and macroeconomic commentary. Under her leadership, OCBC’s research capabilities have been greatly valued by customers and highly ranked in surveys.
She is a member of the OCBC Wealth Panel for Singapore and Malaysia, as well as a council member for the Economic Society of Singapore. She was conferred the IBF Fellow Award in Financial Markets in 2017. Her research writings has been extensively quoted and published by prominent media across print, television and radio.
Prior to joining OCBC in August 2000, Selena was with the Fiscal Policy Unit under the Ministry of Finance (MOF), and the Economics Department in the Ministry of Trade and Industry (MTI).
Tommy Xie joined OCBC Global Treasury in January 2008 as the economist for Treasury Research & Strategy. He is responsible for the Greater China economic research and currently heading the Greater China research team for OCBC Group and OCBC Wing Hang. His views are regularly cited in both English news wires such as Reuters, Dow Jones, Bloomberg and the top tier Chinese news wire such as People’s Daily, Xinhua, and Lianhe Zaobao. He is also the bilingual regular commentator on the televised media in Singapore and China. Tommy is the columnist for People’s Daily, Hong Kong Economic Journal, Singapore’s Lianhe Zaobao and Macau Daily. Prior to joining OCBC, Tommy worked for the government agency in London. He started his career at Bank of China in Shanghai. Tommy received his MSc in Economics from University of Leicester in the UK. He is also a chartered Financial Risk Manager (FRM)
Eli Lee is Head of Investment Strategy at Bank of Singapore and he plays a central role in developing asset allocation and thematic strategies across global asset classes for the Bank.
He is a key member of Bank of Singapore’s investment committee, which determines the Group’s overall investment strategy and direction, and serves as a member of the OCBC Group Wealth Panel. He also previously led the Special Situations Research team at OCBC Investment Research. As an investment thought leader, Eli’s independent perspectives are often sought after by international media, including the Wall Street Journal, Bloomberg and CNBC.
With close to two decades of industry experience, Eli began his investment career at the Wellington Management Company in Boston. He graduated from Harvard University with an MA in statistics.
Todd Schubert is the Head of Fixed Income Research for Bank of Singapore. He joined the Bank’s predecessor ING Asia Private Bank in 2008. Prior to that he was Head of Asian Fixed Income Research at Deutsche Bank as well as a Global Credit Portfolio Manager with the Government of Singapore Investment Corp.
During his more than 30 years of Investment Experience Todd has also worked for a number of major U.S. Financial Institutions including USAA and GE Asset Management.
Todd has an MBA from the Booth School of Business at the University of Chicago and a Bachelor’s Degree from UCLA.
Vasu Menon is the Executive Director, Investment Strategy at OCBC Bank’s Wealth Management unit. Vasu has spent more than 32 years in the investment and wealth management industries.
At OCBC, Vasu is a key member of the bank’s Wealth Panel, comprising several experts that help to formulate views on the outlook for markets and asset classes. He is also a regular speaker at seminars and is highly sought-after by the media for his valuable insights. Vasu is regularly featured on TV stations like Channel NewAsia, CNBC and Bloomberg TV, sharing his views on the economic and investment outlook.
In 2017 Vasu was conferred the designation “Fellow for Wealth Management” by the Institute of Banking and Finance – a title conferred upon industry specialists and veterans who have demonstrated mastery of a profession and exemplify thought leadership and commitment to industry development.
Carmen started her career in equity research covering multi-industries, consumer and technology stocks listed on the key stock exchanges in the region.
With more than 25 years of experience covering equity markets in the region, Carmen’s market and investment views are widely quoted on financial publications, newspapers, wire services and other local and international financial media. She is a regular speaker at most of the key investment conferences and seminars in Singapore.
At OCBC Investment Research, she heads a team of award-winning analysts.
Carmen holds a Bachelor of Business Administration from the National University of Singapore and Masters of Business Administration from INSEAD and Tsinghua University.
As Head of PMRO, Jean Chia is responsible for formulating Bank of Singapore’s house views, including its investment strategy for FX, equity and fixed income research, as well as Discretionary Portfolio Management (DPM) and Advisory Portfolio Management (APM). She has over 20 years’ experience in Private Banking and Asset Management.
She was previously Head of Equities Advisory and Sales at the Bank, and Head of Client Advisory Services for Equities, Investment Products and Services at UBS Wealth Management, Singapore.
Prior to UBS, she was Vice President at Allianz Dresdner Asset Management (now known as Allianz Global Investors).
Jean graduated with an MA in Philosophy, Politics and Economics from University of Oxford, UK. Jean also serves as a member of the SGX Advisory Committee.
Teo Joo Wah, CFA
Teo Joo Wah is the Chief Investment Officer at Lion Global Investors. He manages the firm’s Investment Division and is responsible for making asset allocation calls and overseeing the implementation of key portfolio strategies and developing new ones. In addition, he heads the Fixed Income team.
Joo Wah has close to 30 years of banking and investment experience. He started his banking career with DBS Bank and has previously worked in Temasek Holdings. He was also with Fullerton Fund Management Company, where he was Head of Equities for nine years.
Joo Wah graduated from the National University of Singapore with a degree in Business Administration. He holds the CFA designation, and has been recognised by The Institute of Banking & Finance (IBF) as an IBF Fellow.
Joe C. Lee
An entrepreneur in innovation and technology, Mr. Joe C. Lee is the co-founder of Kuaidi Group, which later merged with Didi and Uber China to form Didi Chuxing, a multi-billion ride-sharing company serving hundreds of millions of customers globally. Being instilled by the values of civic engagement, Joe also founded the Enroute Foundation, which focuses on the equal opportunities for our next generations. Beyond its investments in the innovative startups and entrepreneurs, the foundation places particular support in providing training, mentorship and incubation to a broader group of young people. The foundation also builds partnerships that bring together resources, expertise, and vision to help strong teams to drive changes with proper asset and capital formation.
Born in Hong Kong, Joe holds bachelor and master degree from the University of Waterloo, and was trained as qualified Chartered Accountant. Along his path, Joe received many recognition awards for his business achievements and public services, including the InnoStars Award by the Our Hong Kong Foundation (OHKF) and the Deal of Year Award by AVCJ.
Vikram Hora started in the healthcare sector in 2008 when he took over the helm of Medisafe Technologies, a niche Indonesian healthcare manufacturer. Over the next four years, Vikram took a small manufacturer of Medical gloves and turned it into Indonesia's largest provider of synthetic hand-health solutions, a title which it retains even today.
In 2012, a second healthcare manufacturer was acquired, this time in Malaysia, by the name of YTY. Vikram now serves as CEO of the combined entity, YTY Group. With capacity of over 25 billion Medical gloves per annum, YTY Group is one of the world’s largest manufacturers of hand-protection solutions, serving Tier 1 healthcare distributors around the globe. Vikram leverages the Group’s strengths as a high-quality, customer-centric healthcare solutions provider, while ensuring the organization remains at the forefront of polymer and process innovation.
Prior to entering the healthcare sector, Vikram worked as an Investment Banker with both Merrill Lynch (now Bank of America Merrill Lynch) in their Mergers & Acquisitions Group, and with UBS in their Leveraged Finance & Financial Sponsors Group. He has also spent time with Indus Capital, one of Asia’s largest hedge-funds at the time, focusing on coverage of the Singapore and Indian markets.
Vikram graduated with an Undergraduate degree in Economics from Cornell University and earned his Masters of Business Administration (MBA) with Honors from the University of Chicago Booth School of Business. In his free time, Vikram enjoys reading, graphic design, and aviation. He is an Instrument-rated pilot with multiple Jet type-ratings. Vikram is passionate about Leadership and bringing out the best in the over 6,000 employees that work with him. He is married to Shruti, an entrepreneur focusing on Women & Child Maternity Hospitals across South Asia. Vikram has three beautiful children who never let him forget who are really in charge.