Mr. Roy Chan S.K., CAIA, CFA, CLU, ChFC
Roy Chan is a charter holder of CFA, CAIA, Chartered Life Underwriter (CLU) and Charter Financial Consultant (ChFC). He also holds a Bachelor of Business Administration Degree from the National University of Singapore. Roy commenced his career 21 years ago in the financial sector as a Credit Analyst in Citibank. He then joined Schroders Investment Management as an Investment Analyst and progressed rapidly to become a Portfolio Manager managing funds for Corporations, Insurance, Pension Funds, High-Net-Worth Individuals, Unit Trusts and Property Trust from UK. He then moved on to join the private company of a well known Entrepreneur (whose family owns a multi-billion-dollar Financial Institution listed on the Stock Exchange of Singapore) and managed his investment portfolio and a chain of premium hotels in Sydney, Australia. Driven by his years of investment and business experience, Roy then set up his own healthcare group in 1999. As the group CFO and with his fellow shareholders, including a global Private Equity Group, Roy has grown his group into a chain of leading molecular & diagnostic imaging centers in Singapore today, including the first 100% privately-owned, state-of-the-art Cyclotron facility located in Science Park II. He has also expanded his business into Shanghai in the last 4 years. Given his wide-ranging financial knowledge and proven business experience, Roy has also been invited to lecture in SIM University (Singapore) and Private Education Service Provider on Finance, Accounting, Insurance and Investment topics, including the prestigious courses on Certified Financial Planners (CFP).
Mr. Kelvin Ng, CAIA, CFA
Kelvin is a charter holder of CFA
® and CAIA
® with five years of professional experience in capital markets. He is currently an Investment Manager with an Institutional Investor, responsible for Fixed Income Portfolio Management and Asset Allocation. Prior to this, he was a portfolio manager with an Asset Management Company. His responsibilities included management of global sovereign, corporate credit and emerging market Fixed Income portfolios. His cross asset responsibilities included Foreign Exchange and Commodities. He was also responsible for training analysts and junior portfolio managers. Over the years, Kelvin has gained tremendous experience in managing Foreign Exchange, Interest Rate and Commodity Risk using financial instruments such as Options, Swaps, Forwards and Financial Futures.
Mr. Riley Hoe, CAIA, CFA, FRM
Riley is a charter holder of CFA, CAIA and Financial Risk Management (FRM). He is currently a Business Development Manager in a leading Asian Conglomerate with main business thrust in Real Estate. His current role includes Mergers & Acquisitions, and Private Equity investments in both properties and businesses in Asia. Prior to his present role, he was involved in a REIT listed on the Stock Exchange of Singapore, responsible for originating, negotiating and structuring of property acquisitions in China. Before joining his current company, Riley has covered Asian (ex-Japan) Equities as an Investment Analyst and Dealing Manager. He graduated with a Bachelor of Engineer (Electrical) (Honours) degree and a Master of Science (Industrial and Systems Engineering) degree from the National University of Singapore. He has also earned an external degree in Bachelor of Science (Banking and Finance) from the University of London.
Mr. B. Suryanarayanan, CAIA, CFA, FRM, MBA, CMA
Surya is a charter holder of CFA, CAIA and FRM. He also holds an MBA from the Faculty of Management Studies, Delhi University and is a Cost & Management Accountant (CMA) from the Institute of Cost & Works Accountants of India. He is currently pursuing CPA Singapore credential. Surya is the Group Chief Financial Officer and Finance Director of Mindtrac, a leading service provider in the supply chain industry. He oversees all the Financial and Operating functions, including Strategic Planning, Corporate Accounting, Treasury, Risk Management, Tax Planning and Compliance. Prior to joining Mindtrac, Surya was the Controller at Goodyear Tire & Rubber Co., a Fortune 500 company, in Indonesia for over two years. He also served Goodyear earlier in various capacities as Project Manager (SAP), Purchase Manager and Factory Accounting Manager.
Mr. Desmond Lee, MSC (Fin)
Desmond has a Master in Finance and is currently pursuing the last level in both CFA and CAIA programmes. He is currently a Quantitative Investment Manager in a Financial Institution listed on the Stock Exchange of Singapore with principal responsibilities in developing and managing Structured Funds, Indexation and Enhanced Indexation Strategies. His current work involves in-depth research into Deterministic and Stochastic Volatilities, and Quantitative Tactical Asset Allocation methodology. Prior to joining his current company, Desmond was an Equity Research Analyst in a buy-side firm covering sectors such as Consumer, Real Estate, and Financials. His job then involved Fundamental Analysis and bottom-up research on companies, intensive financial modeling, and in-depth valuations of Corporate Capital structure. Given his wide ranging investment experience, Desmond has been invited to lecture in Economics and Finance courses at the undergraduate and graduate diploma level with a listed Education Service Provider.
Mr. Shi Seng Peng, CPA
Seng Peng graduated from Royal Melbourne Institute of Technology University in Australia with a Bachelor of Business Degree in Accountancy. He is also a member of Certified Practising Accountant, Australia and a non-practising member of Certified Public Accountant of Singapore. He has over nine years of work experience in Auditing, Financial and Management Accounting functions with the international Big 4 Audit firms, SME and MNCs. He has also been lecturing in the subject area of auditing with various Private Educational Institutions.