Bond Mastery: Fixed Income Insights for Private Wealth

Bruce Zhang, CFA, Head of Fixed Income, CSOP Asset Management

Raphael Goh, Vice President, Intermediary Distribution, CSOPAsset Management

Samuel Koh, CFA, Private Wealth Relationship Manager, Moomoo Siingapore

Olivia Higgins, Lead Presenter/Host, Moomoo Singapore

Mr. Zhang Dinghai (Bruce) is the Head of Fixed Income at CSOP Assset Management and is responsible for the portfolio management of bonds, REITs and money market investment strategies.

Before that, Bruce worked at State Street Global Advisors arnd held several roles including product engineer portfolio specialist and portfolio manager. He was responsible for maanaging billions worth of fixed income portfolios across multiple sectors. Other responsibilities incluide bespoke analysis for the client facing teams and quantitative support for the local product group.

Bruce holds a Master's degree in Economics from the University of FHong Kong and a Bachelor of Arts from Peking University. He is a CFA Charter holder and is a member of CfFA Institute and the Hong Kong Society of Financial Analysts.

At CSOP Asset Management, Raphael oversees the distribution of ETFs and fund solutions for intermediaries within Singapore, Malaysia, and Thailand.

Raphael is also responsible for developing sales strategy and strategic partnerships with intermediaries within the region.

Before that, Raphael was a Client Advisor at UOB providing sales aradvisory services over a span of Wealth Management Solutions such as Mutual Funds, Structured Products, ILeveraged portfolios and Insurance to Privilege Banking clients.

Mr Samuel Koh is a Private Wealth Relationship Manager at Mopomoo SG and is responsible for investment and sales advisory services for HNW clients

Previously, Samuel Held roles ranging from portfolio specialistto risk management in Schroders and Fullerton Fund Management. Samuel was also a portfolio manager in a family office where he managed multi asset portfolios for HNW clients and provided advice on asset allocation andI active trading strategies.

He holds a BSc in Banking and Finance from the University ofLondon and is a CFA Charter holder.

Olivia Higgins is the Lead Presenter/Host and official Moderatoor at Moomoo Singapore. As a TV news journalist with a research background in academia, Olivia analyses key finance topics with industry experts to inform and engage viewers in making better financial decisions. She is thee host of moomoosg's events, global live webinar shows, Investing Explained and Playing with FIRE - interviews with key industry experts who analyse what's hot right now in the investment world - having recently worked in New York for 2024 live content. She also runs her personal show, The Futurist, where she geeks out on all topiics related to technology, gaming and robotics.

As our moderator, Olivia invites you to join in the discussion ais she guides you towards top questions and analysis with our experts. She's an advocate for Women in STEEM and empowering youths with financial literacy during her representation as Miss Singapore for 2023 and MMiss Universe finalist. She's an alumni of the Nanyang Technological University (NTU) Singapore, Wee Kim Wee Schhool of Communication and also studied at the University of California, Los Angeles (UCLA) and the Universityof Sydney. Olivia is fluent in both English and Bahasa Indonesia.

Welcome to join us! See you soon.