Connect & Grow: SG Offline Meet-Up

Yooooo mooers,

How are you doing?

We've noticed many mooers are asking for an offline meet-up!
And here we've got a July Surprise for you: an offline seminar co-sponsored by moomoo and SGX. The topic will be: How to grow your wealth in a turbulent market?

1. Hear exclusive insights from Evonne Tan, Head of Private Banking Barclays Singapore, and learn about the key investment themes and sectors to look at in H2 2022.

2. Learn how to maximize your portfolio with strategies such as options, gold and fund diversification.

3. Finance influencers spill their secrets on how they manage their portfolio during this volatile times.

We're giving away over 200 prizes including Apple share, Tesla share & an iPhone 13 at the event！

Evonne Tan joined Barclays in March 2021 and is currently Head of the Private Bank for Barclays Singapore. She has almost 3 decades of experience in the financial services industry with broad exposure to various businesses including foreign exchange sales and trading, corporate solutions structuring, asset management and private wealth management. For the past 17 years, Evonne has worked in private wealth management, covering primarily UHNW families and their Family Offices. She advises UHNW clients on various aspects of investments and structuring including asset allocation, portfolio management, structured financing solutions, family office advisory and family governance, among others. In terms of specialism, Evonne’s expertise is in bespoke one-bank and structured financing solutions. Just prior to Barclays, Evonne was Market Team Head for the UHNW Singapore business at UBS Singapore. Evonne is a graduate of the National University of Singapore and holds a Masters in Advanced Finance from the University of Bern and a Masters in Wealth Management from the University of Rochester – Simon Business School.

Wei Chin is responsible for ETF product management at SGX and works in collaboration with industry players to develop and increase investors awareness in ETF investing. Before taking on this role, Wei Chin was based in West Africa, taking on various roles in financial and capital markets function during his stint at Fidelity Bank Ghana Limited. Wei Chin holds a Bachelor degree in Economics from RMIT University.

As Head of SPDR ETF Singapore, Jermyn is responsible for leading, managing and developing the SPDR ETF business in Singapore, across all channels including Institutional Asset Owners, Institutional Asset managers and Financial Intermediaries.

With a strong background within the Singaporean financial services marketplace, Jermyn has held a number of positions covering distribution, capital markets and product development. Prior to joining State Street Global Advisors, Jermyn held the position of Head of Asia ETF Business Development at Nikko Asset Management Asia Limited Singapore and as a Senior Trader for Genk Capital Pte Ltd also in Singapore.

Jermyn studied at the University of Sydney and graduated with a double degree in Commerce and Law. He also has a Master of Science (Finance) from University College Dublin.

Mr. Zhang is a fixed income portfolio manager at the Manager and is responsible for bond investment strategies for fixed income investments. His major responsibilities include bond portfolio management and business development to enhance the company’s bond strategies positioning.

Before that, Mr. Zhang worked at State Street Global Advisors and held several roles including product engineer, portfolio specialist and portfolio manager. He was responsible for managing fixed income portfolios across multiple sectors. Other responsibilities include bespoke analysis for the client facing teams and quantitative support for the local product group.

Mr. Zhang holds a Masters degree in Economics from the University of Hong Kong and a Bachelor of Arts from Peking University. He is a CFA Charterholder and is a member of CFA Institute and the Hong Kong Society of Financial Analysts.

Borwen is an international speaker and has trained in places like Taiwan, London, Hong Kong, Philippines, Vietnam and Singapore.

Borwen has been featured on 938 Live and also invited to speak as a keynote at Singapore Investment Week 2017. He is often invited to share his investment knowledge at local universities, NTU and NUS.

Borwen started his investment journey at the young age of 22, it took him 3 years to build a 5 figure monthly passive income. His mission in life is to empower new investors to invest in a safe and systematic way so that they can compound their wealth and achieve financial freedom.

SG Budget Babe, otherwise known as Dawn, is Singapore's top female personal finance and lifestyle blogger with over 17 million reads and counting. Her work has also been featured by many government statutory boards, as well as in mainstream media including the Straits Times, Channel News Asia, AsiaOne, MoneyFM and more. Dawn writes on personal finance issues that strike home for many SIngaporeans, including how to save more money, earn extra income, CPF, insurance and investing in the stock market.

Alvin Chow

Alvin Chow is the CEO of Dr Wealth, a financial education company that aims to level up the financial literacy of individuals via courses, articles and videos. He graduated with an Engineering degree from Nanyang Technological University (NTU) and was a Singapore Armed Forces (SAF) Academic Training Award holder. After serving the SAF for 6 years, he co-founded Dr Wealth to pursue his interest in investing. He has been investing and writing publicly about the financial markets since 2007 and has trained over 5,000 individuals over the span of 8 years.

He has also been invited to speak at events organised by SGX, SharesInvestor and more, and appeared in major media outlets such as ChannelNewsAsia and MoneyFM 89.3. Besides conducting training at Dr Wealth, he is an SGX Academy trainer and does pro bono talks to employees in corporations and schools in his own capacity.

Kelvin from Kelvin Learns Investing here. On my YouTube channel, I talk about money-related stuff like personal finance, investing, credit cards, and early retirement.

Feel free to comment on this page if you got any questions. We will try our best to help address this.
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