Cindy Tan, CFA, is Chief Executive Officer of GMO Singapore Pte. Limited and is responsible for operational and governance matters for GMO’s Singapore office. She is also involved in business development matters for GMO’s Global Client Relations efforts in Asia. Prior to joining GMO in 2004, she worked at Ernst & Young, Singapore, where she was involved in the advisory and assurance work in several fund management companies in the local market. Ms. Tan earned her Bachelor in Accounting from Nanyang Technological University in Singapore. She is a CFA® charterholder and a non-practicing member of the Institute of Singapore Chartered Accountants.

Victor Ong, CFA, is Deputy Head, Global Portfolio Management, Capital Risk Solutions at AXIS Capital. Prior to AXIS, Victor worked at Standard Chartered Bank in various positions which included being as a buy side analyst in fixed income and asset backed securities, a coverage banker, and an infrastructure finance banker. Since 2007, Victor has been an active volunteer especially in the area of professional development. He joined the Board in 2019 and is currently Co-Chair of the Professional Development Committee.

Zann Kwan, CFA, spent the last 9 years in cryptocurrency and digital assets in her 25 years of professional experience in finance and investments. Ms Kwan is the co-founder of Bitcoin Exchange Pte Ltd, a cryptocurrency pioneer that launched the first public bitcoin machine in Asia in early 2014. She also founded Deodi and V2A2 to improve the accessibility and safety of cryptocurrencies for retail and institutions participants.

Ms Kwan has been on the board of ACCESS, the leading blockchain and cryptocurrency industry association in Asia, since 2015. She also sits on the advisory board of Raffles Family Office.

Being one of the first accounting-trained entrepreneurs in the cryptocurrency space, she has played an instrumental role in the development of tax regulations on digital tokens in Singapore, advising the Inland Revenue Authority of Singapore (IRAS) in the nascent years. She has been called the “Crypto Queen” by the Accounting and Business Magazine by ACCA in 2019 for her contribution in the space.

As a frequent keynote speaker on fintech and blockchain since 2014, Ms Kwan has been interviewed by leading media for her expert opinion in cryptocurrency, digital assets, Defi and Web3. She has also spoken on 9 keynotes and 4 panel discussions for CFA Societies in the region in the past 9 years.

Ms Kwan was previously with GIC Real Estate. She started her career in 1998 in financial auditing with Arthur Andersen and KPMG in Singapore and New York. Subsequently, she worked in real estate investments and development before moving back home to Singapore in 2010

Maurice Teo, CFA, is currently SVP in the compliance team in Citibank, and supports the investments and wealth management functions in the Citi Global Wealth platform in APAC. Prior to Citibank, he spent several years in KPMG Singapore consulting for banks and fund managers on regulatory issues. Maurice graduated from Cornell University on an Overseas Merit Scholarship from the Public Service Commission. Maurice joined the Board in 2018 and is currently Co-Chair of the Advocacy Committee. He is also a member of the Association of Chartered Certified Accountants (ACCA) and a Chartered Accountant of Singapore.

Anubhuti Gupta, CFA, is a Senior Principal Consultant for the Wealth Business in Mercer, Singapore. She is responsible for delivering investment solutions and advice and driving strategic partnerships for institutional investors across Southeast Asia. She leads the team of Investment consultants in Singapore and is a member of the Asia Investment Committee, Capital Markets group and Sustainable Investing network at Mercer.

She has over 18 years of professional experience in the investment industry. Before joining Mercer, she was the CEO of Singapore and Head of Equity Quant Investments (formerly Rosenberg) for APAC at AXA Investment Managers.

Anubhuti is an active contributor on investing, leadership and sustainability-related topics. She has served on the global CFA Institute Education Advisory Committee as a member and Vice-chair for a term of 6 years and on the Nominating Committee for CFA Institute Board of Governors for a term of 2 years. She has been appointed as a member of the CFA Institute ESG Technical Committee starting September 2022. She sits on the Advisory Board of Singapore Chapter of CAIA Institute. She is a mentor and champion at the Financial Women’s Association of Singapore.

Anubhuti holds a Master’s degree in Financial Engineering, a Bachelor’s degree in Engineering (First Class Honors) from Nanyang Technological University, and a Certificate in Computational Finance from Carnegie Mellon University.

Connie Ong, CFA, has a career journey spanning more than 30 years in the audit, research, asset management, and wealth management industries across Singapore, Malaysia, and Australia. Her last role prior to retirement from full time employment was as Executive Director and Market Head of UBS AG, the largest wealth manager globally. At UBS AG, she ran the Malaysian client business, comprising a team of about 30 Client Advisors and 4 Desk Heads.

Kevin Ow Yong, CFA is an Associate Professor at Singapore Institute of Technology. He has previously worked at Peking University as an Associate Professor, Singapore Management University as an Assistant Professor, and Singapore Airlines as a regional accountant and financial analyst.

Dr Ow Yong has been a Chartered Accountant (CA) and Certified Public Accountant (CPA) since 2003 as well as a Chartered Financial Analyst (CFA) since 2002. He currently sits on the IS Chartered Accountant Lab Content Advisory Committee at the Institute of Singapore Chartered Accountants (ISCA). He is also a member of the Institutional Review Board, Research Integrity Committee, Applied Research Committee and Sustainability Education Committee at his university, and a member of the UAFRS Advisory Council with Valens Research.

Prof Ow Yong has received various invitations to speak at several top-ranking China’s universities including Peking University Tsinghua University, Sun Yat-Sen University and Xiamen University as well as other famous universities in the Asia-Pacific region. He has received several research grants for his research work, including a research grant from the KPMG Foundation and the International Association for Accounting Education and Research (IAAER) and the prestigious Ministry of Education Tier II Educational Grant for his research work on fair value accounting.

Kevin holds a First-Class Honours Degree (with University Medal) in Accounting from Nanyang Technological University and received his PhD (Business Administration) from Duke University.

Mr Koh Boon Pin is the Head of M&A and IPO at Soochow Singapore Capital Markets (Asia) Pte Ltd. He has more than 25 years of experience in the investment banking and finance industry, including 15 years with DBS Bank, where he completed numerous IPOs of local and foreign large corporates, SMEs and real estate investment trusts. He was also involved in corporate spin offs, listing via introduction and the evaluation of potential acquisition targets of DBS Bank.

The SGX listings completed by Boon Pin include a secondary listing via introduction of a Hong Kong listed global leading wireless solutions provider, the primary listing on Mainboard of a film and drama series production company as well as the primary listing on Mainboard of a preschool centre operator in Singapore.

Boon Pin holds a Second Upper Honours in Accountancy and an Executive Master of Public Administration (conducted in Chinese) from Nanyang Technological University. He is a CFA Charterholder, a Fellow Chartered Accountant of Singapore and was awarded the Chartered FinTech Professional qualification. He currently sits on the Board of CFA Society Singapore and the Business China Advanced Leaders Programme Alumni Committee. He is also the Secretary-General of the Nanyang Centre of Public Administration Alumni Association and is a Global Fintech Institute Chartered Industry Fellow.

Laurel Teo, PhD, CFA, is a behavioural scientist who studies how new technologies such as artificial intelligence influence the way people think, feel, and behave in organisational settings. Her research interests include the impact of technological changes on privacy issues and the future of work. Dr. Teo is currently a senior research fellow at the Institute of Policy Studies at the National University of Singapore.

Dr. Teo was previously Director, Society Advocacy Engagement, at CFA Institute, where she supported CFA member societies in Asia Pacific in regulatory outreach, market integrity research, and investor protection programs. Before joining CFA Institute, she was a consultant in investor relations.

Dr. Teo began her career as a political and business journalist reporting in Singapore and Indonesia with leading newspapers. She earned her CFA® designation in 2011 and has been elected to the board of CFA Society Singapore since 2018. She is currently the honorary secretary of CFA Society Singapore. She obtained her Bachelor’s degree (magna cum laude) double majoring in Anthropology and Chinese from Yale University, and her Ph.D. in Business (Organisational Behaviour & Human Resources) from Singapore Management University.

As Head of Investment Science, Mark is responsible for managing the intersection of Quantitative and Fundamental investment strategies, leveraging Data Science and Artificial Intelligence to enhance the investment process, generate alpha, and deliver value to clients. He developed multiple quantitative strategies using machine learning, natural language processing, and cloud computing, resulting in improved portfolio performance, risk management, and operational efficiency.

Mark launched Maybank’s first Quantitative fund in 2020 which earned a five star rating from Morningstar after completing its three year track record in 2023. Mark has more than 16 years of investment experience. He is a regular speaker at local radio stations to share his insights on the market outlook. He has written commentaries for publications including the Business Times and the Lianhe Zaobao. He speaks at prominent investment conferences on Quantitative Analytics and Artificial Intelligence, including events hosted by Bernstein, Philips Securities, CFA Society Singapore, and The Summit for Asset Management.

Mark graduated with a MA in International & Development Economics from Yale University and a BA in Philosophy, Politics and Economics from the University of Oxford. He is a CFA Charterholder.

Melvin Tan, CFA is the Co-founder of 8VantEdge, a licensed fund management company in Singapore. At 8VantEdge, he manages investments for clients and helps others set up their own funds.

Melvin is a Senior Accredited Director with the Singapore Institute of Directors (SID). He is also a Chartered Financial Analyst (CFA) and an active Toastmasters member. Within the CFA community, Melvin helps lead partnerships with the National Volunteer and Philanthropy Centre (NVPC) and supports events as the Industry Partnership Co-Chair.

Praveen Jagwani, CFA, is the CEO of UTI International Ltd, the offshore arm of UTI AMC, India’s oldest asset manager. Praveen has 30 years of experience in banking and investment management.

Praveen started his career with ANZ Grindlays Bank, working with them in India, Australia and Bahrain across Credit, Consumer Finance, Systems & Private Banking. Later at Standard Chartered in Dubai, as the Chief Investment Officer for Middle East and South Asia, he built the Wealth Management and Investment Advisory business. He then joined Merrill Lynch in London and managed their Hedge Fund & Private Equity Advisory business.

Praveen holds an undergraduate degree in Computer Science, a Master’s degree in Operations Research and an MBA. In 2002, he completed the CFA® Program and has been a member of the Advocacy Committee of CFA Society Singapore since 2015.