Ng Kok Song
Founder Chairman, WMI
Ng Kok Song has been the founder Chairman of WMI since 2003.
Mr Ng is Chairman of Singapore-based Avanda Investment Management. He was Chief Investment Officer of GIC (Government of Singapore Investment Corporation) until 2013 when he completed a 42-year career in the investment of Singapore’s foreign reserves. Before joining GIC in 1986, Mr Ng was at the Ministry of Finance (1970-71) and the Monetary Authority of Singapore (1972-1986). The Singapore Government awarded him the Meritorious Service Medal in 2012.
Mr Ng joined the board of directors of the Singapore Exchange (SGX) in September 2013. From 1983 to 1987, he was the founding Chairman of SIMEX (Singapore International Monetary Exchange) which was incorporated into SGX as its derivatives arm. For his contribution to the global futures industry, the Futures Industry Association (FIA) inducted him into the Futures Hall of Fame in 2009.
In 2013, the CFA Institute conferred on him the Thomas L Hansberger Award for Leadership in the global investment profession. He is on the CFA Institute’s Advisory Council for the “Future of Finance” project, a long term global effort to shape a trustworthy financial industry that better serves society.
Kok Song serves on the Capital Markets Committee of the Monetary Authority of Singapore. He was a member of the Strategic Committee of Agency France Tresor from 2001 t0 2014. The Government of France conferred on him the award of “La Croix de Chevalier de la Legion d’Honneur” in 2004 and “Officer de l’ordre National du Merite” in 2011.
He is a member of the board of directors of Makena Capital, a USA based investment management company serving global long term institutional investors.
Kok Song graduated in Physics from the University of Singapore (1970) and in Management from Stanford University (1980).
Foo Mee Har
Chief Executive Officer, WMI
Ms Foo started her career as a Management Consultant in 1990, and has since held senior positions across business lines and geographies with MNCs throughout her career. She was with Standard Chartered Bank for close to 20 years, during which she held a number of senior positions across the Group. In 2008, she was appointed Global Head for Priority & International Banking business with overall responsibility for banking, financing and wealth management of affluent and international banking client segments, a business that spanned across Asia, Africa and Middle East.
Prior to that, Mee Har was respectively the President and CEO of Standard Chartered Bank (Thai) pcl with overall responsibility for the bank’s business and operations in Thailand, including Capital Markets, Corporate & Institutional Banking, and Consumer Banking, and the Country Head of Consumer Banking in China, spearheading the franchise growth across 10 cities pan China.
Concurrently with her role at WMI, Mee Har is the CEO of TMS Academy, the learning and knowledge arm of Temasek Management Services, with oversight of all programmes and knowledge initiatives of the Academy including activities of TMS’ Business Leadership Centre (BLC).
She is a Member of the Singapore Parliament for the West Coast Group Constituency (GRC). She is also the Chairman of the Estimates Committee of Singapore Parliament, as well as a member of the Government Parliamentary Committees of Finance, Trade and Industry, and Education.
Mee Har graduated with a Bachelor of Science (First Class Honours) degree from the University of New South Wales, Australia with a major in Occupational Psychology. She has attended executive management programmes at various institutions such as the London Business School, Templeton College at the Oxford University, and at INSEAD. She has lived and worked in several countries including Malaysia, Australia, China, Thailand and Singapore.
Chief Executive Officer & Executive Director, Temasek Management Services
Ms. Jacqueline (Jackie) Wong is the Executive Director and CEO of Temasek Management Services (TMS), the parent company of the Wealth Management Institute (WMI). Previously a senior partner with leading executive search firm Egon Zehnder International, Ms. Wong was the Asia Pacific leader of their Financial Services Practice as well as the Global leader of their Sovereign Wealth Funds Practice. In her earlier career she was an investment banker with Manufacturers Hanover Trust (now JP Morgan Chase) in Hong Kong and New York, and subsequently held senior executive positions with Hill and Knowlton and Whirlpool Corporation in Europe and Asia respectively.
A graduate of Yale University, Ms. Wong also attended the Harvard Business School's Program for Management Development (PMD) Program.
Concurrently, Ms. Wong is also the CEO of Temasek Trust, the philanthropic arm of Temasek Holdings. She is a a board member of both the IMD Foundation and Supervisory Boards, the Stewardship and Corporate Governance Center (SCGC), the Wealth Management Institute (WMI), the Lien Centre for Social Innovation, the Singapore Technologies Endowment Programme (STEP), and the Singapore Millennium Foundation (SMF). Ms. Wong is also a member of the International Advisory Council at the Stanford University Rock Center for Corporate Governance.
Lim Chow Kiat, CFA
Managing Director and Group Chief Executive Officer, GIC
Mr Lim Chow-Kiat is Managing Director and Chief Executive Officer of GIC. As Chief Executive Officer, Mr LIM holds the responsibility for the overall performance and capabilities of GIC. In particular, he drives and integrates the long-range investment and organizational vision and strategy. These include long-term asset allocation, active capital deployment, large investments, leadership development and strategic changes.
Mr Lim joined GIC in 1993 as a portfolio manager. He has held various leadership roles, including Group Chief Investment Officer, President of Public Markets, President of Europe and Director of Fixed Income Currency and Commodity.
Mr Lim is a member of the Singapore’s Committee on the Future Economy (CFE), a national committee set up by Singapore Government in 2016 to chart the future course of the Singapore economy. In addition, he serves in various non-profit organizations, including as a trustee of Nanyang Technological University (NTU, a public university in Singapore), Deputy Chairman of Wealth Management Institute (an industry education institution), member of Strategic Committee of Agence France Tresor (French government treasury agency), board member of Focusing Capital on the Long Term Global (a global advocacy group) and Vice Chairman of Chinese Calligraphy Society of Singapore (a cultural group). In January 2016, he was appointed as the Chairman of the Investment Advisory Committee for the Lee Kuan Yew Education Fund as well as the Lee Kuan Yew Fund for Bilingualism.
In 2012, Mr Lim became the youngest inductee of the New York based Fixed Income Analysts Society Inc.(FIASI)’s Hall of Fame in recognition of his contributions to the advancement of fixed-income analysis and portfolio management. In 2013, he was given an alumni achievement award by his alma mater NTU. Mr. Lim graduated with first-class honors in accountancy from NTU in 1993, and has attended the Stanford Executive Program. He is a chartered financial analyst (CFA).
Principal, Lumen Advisors LLC
Executive Chair & Immediate Past Chairman, CFA Institute Board of Governors
Aaron Low, CFA, is principal of Lumen Advisors in San Francisco and Singapore, where he manages emerging markets macro long/short funds and oversees Lumen’s operations in Asia. He is also a Partner at Oakbridge Capital in Singapore. Previously, Mr. Low was a senior portfolio manager and head of Asia-ex-Japan at PIMCO, where he oversaw Asia investment strategies and managed global and emerging market bond portfolios. Prior to working at PIMCO, he was head of Asia and senior portfolio manager for RCM Global Investors in San Francisco and Asia, managing balanced portfolios.
Mr. Low currently serves as Executive Chair and Immediate Past Chairman of the Board of Governors of the CFA Institute, and previously served as chair of the External Relations & Volunteer Involvement Committee. He is a past chair of the Capital Markets Policy Council and the Asia Pacific Advocacy Committee. He was also actively involved with the CFA Society of Singapore, where he served as Deputy President for various terms. Mr. Low serves on the Board of Trustees for the Singapore Government Pension Fund and is also a senior adviser to Minsheng Tonghui Asset Management in Shanghai. He is a Board Director at the Wealth Management Institute and Advisory Board of the BNP Paribas Hedge Fund Center.
Mr. Low earned a PhD in international finance from the UCLA Anderson School of Management and an undergraduate degree in engineering from National University of Singapore. He is a CFA and finished the corporate director consortium program at Stanford University and University of Chicago business schools.
Sung Cheng Chih
Chief Executive Officer, Avanda Investment Management
Cheng Chih is a co-founder along with long-time colleagues Ng Kok Song and Quah Wee Ghee of Avanda Investment Management Pte Ltd, a Singapore-based privately-owned global investment management firm.
Cheng Chih started his investment career when he joined GIC in 1993. After taking on various investment and corporate management roles, he assumed responsibility for firm-wide risk management in 2002. He retired from GIC in mid-2011 as Managing Director and Chief Risk Officer.
After retiring from GIC, Cheng Chih was appointed Investment Advisor to the Singapore Ministry of Finance, Special Advisor to the Monetary Authority of Singapore, Consultant to GIC, and member of the Expert Panel to the Norwegian Ministry of Finance. He is currently serving on the boards of Markit Ltd, the MIT Investment Management Company, the MIT Center for Finance and Policy, the NTUC Income Insurance Co-operative, and the Wealth Management Institute in Singapore. He also acted as advisor to the International Monetary Fund, the Singapore Exchange and the Singapore Ministry of Home Affairs, and served on the Management Board of the Risk Management Institute, the National University of Singapore, and the Investment Committee of the Singapore University of Technology and Design.
Cheng Chih studied mathematics at the University of Waterloo, where he earned his BSc and MSc degrees, and later at the University of Minnesota where he received his PhD degree.
Chief Operating Officer, WMI
Benedict is WMI’s Chief Operating Officer. Prior to WMI, Ben spent 14 years as an investment banker at Citigroup and Credit Suisse. His last role was Director, Head of Citi’s syndicate desk responsible for all local currency fixed income issuance for all Asia Pacific countries. Prior to that, Ben was with Citi’s Debt Capital Markets (DCM) origination team and the Corporate Finance team in Singapore. From 2000 to 2001, Ben was with Credit Suisse in Hong Kong as part of its Asian G3 DCM origination team.
Ben left Citi in September 2008 to pursue a career in public services. From 2009 to 2010, he was Director for Development at the National University Health System (NUHS) where he headed two IPC charities and philanthropic development projects within NUHS covering needy patients and students, medical training and research, as well as related infrastructure development. Ben also volunteers as a board member with the Children's Cancer Foundation.
Ben graduated from the National University of Singapore with a BBA (Hons.) First Class and is also a CFA Charterholder.
Lee Hock Boon
Chief Marketing Officer, WMI
Hock Boon is WMI’s Chief Marketing Officer. Prior to WMI, Hock Boon spent 16 years as a consumer banker with various leading banks. His last role was Head of Wealth Management Singapore with ABN AMRO. That role saw him leading both the Van Gogh Preferred Banking and retail banking in the areas of strategy, product development, sales & relationship management, marketing, branch distribution and operations.
Hock Boon graduated from the National University of Singapore with a BBA and has a MBA (Hons) from the University of Chicago Booth School of Business.
Dr Mandy Tham
Curriculum Director, WMI
Mandy Tham is the Curriculum Director at WMI.
Prior to this, she served as a faculty with the Banking and Finance division at Nanyang Business School of the Nanyang Technological University from 2008-2016, where she taught in both Bachelor and Master degree programmes. She won the NTU Business Teacher of the Year award in 2014 and was further awarded the Teaching Excellence Award (Banking and Finance) in 2015. Her research interests span from investments to CEO leadership and she has won best paper awards at international conferences and published in top journals such as the Management Science.
Besides her teaching roles, Mandy also served as the Assistant Dean of Nanyang Business School Alumni Affairs from 2014-2016 and was closely involved in outreach initiatives with the school’s alumni. Concurrently, she was the CFA program director for Nanyang Technological University where she managed the University’s partnership with the CFA Institute.
Mandy graduated with Ph.D (Finance) and M.A. (Applied Economics) degrees from the University of Michigan. She also holds Master and Bachelor of Electrical Engineering (First class honors) degrees from the National University of Singapore. She has won various academic excellence awards.
In her earlier years, she has worked as an engineer and software programmer.
She volunteers with Therapy Dogs Singapore at various homes in her free time.
Chan Ee Lin, TEP, Advocate and Solicitor
Director, Executive Education, Private Banking & Asset Management, WMI
Ms Chan commenced her career at the Monetary Authority of Singapore in 1988, where she was charged with foreign bank supervision and participated in drafting the first Code of Conduct for the Association of Banks in Singapore. An advocate and solicitor admitted to the Singapore Bar, she is an internationally recognised trust planner and family business governance specialist advisor to high net worth families in Asia Pacific & Middle East, and has held C-suite and regional roles in major international banks for almost 3 decades. Besides her expertise in trust structuring and family business succession planning, she is also well versed in strategic philanthropy, insurance solutions, business development, business management, restructuring, audit, corporate governance, regulatory compliance, anti-money laundering and risk management.
For many years, Ee Lin has developed programs accredited by the Institute of Banking & Finance and received top rankings as a faculty member for WMI and other educational institutes. In particular, she designs and provides Next Generation training at international private banks, as well as Wealth Planning training at the WMI/Singapore Management University’s Master of Science in Wealth Management program and at WMI’s basic and advanced trust and private banking certification programs for practitioners.
Prior to joining WMI, Ee Lin’s career has included roles such as Co-Founder of RHT Family Office, Regional Head of Wealth Planning at Coutts, CEO of Clariden Trust Company (Singapore), and Chief of Staff and Asia Pacific Head of International Estate Planning at ABN AMRO Private Banking.
Ee Lin holds a Bachelor’s degree in Economics from Stanford University (Magna Cum Laude), a Master’s degree in Business Administration in International Wealth Management from Carnegie Mellon University, Tepper School of Business (Magna Cum Laude), and a Doctor in Jurisprudence from Singapore Management University (Magna Cum Laude). She has won various academic excellence awards and is an advocate and solicitor of the Supreme Court of Singapore. She has been internationally featured in the CityWealth International Financial Centre PowerWomen Top 200 global list for the past 3 consecutive years, and has lived and worked in Hong Kong, Geneva, Jersey, Luxembourg and Singapore