CFA INSTITUTE - Key Persons
Job Titles:
- Deputy President
- Member of the Office Bearers & Board
Alex Ho, CFA is the General Manager of Planning & Investment in PetroChina International (Singapore), where he is involved in strategy, sustainability, investments and JV activities in the Asia Pacific region. He sits on the Board of 2 energy infrastructure JVs in the region, and was CFO of another shipping JV. Previously, he was with PricewaterhouseCoopers, advising clients on valuation and strategy matters, and with Ernst & Young Assurance earlier. Alex has extensive experience in corporate finance, negotiations, structuring, strategy, JV and governance matters.
He has volunteered with CFA Society Singapore since 2006, and joined the Board in 2015. He is currently the Deputy President of the Society, Co-Chairperson of the Professional Development Committee, was a member of the Investment Committee. Alex majored in Accountancy from Nanyang Technological University with a minor in Banking & Finance. He is a CFA® charterholder and Chartered Accountant of Singapore.
Job Titles:
- Contributor
- Senior Principal Consultant for the Wealth Business
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 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.
Job Titles:
- Treasurer of the Office Bearers & Board
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.
Job Titles:
- Member of the Board
- Member of the Office Bearers & Board
Connie Ong's career has spanned more than 30 years in the audit, research, asset management and wealth management industries, and 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.
Aaron Low is CEO of Lumiq and Principal of Lumen Advisors. Previously, he was Head of Investments, Asia, at PIMCO, Allianz GI and Rosenberg Capital Mgmt (RCM). He is a Board Trustee of the Research Foundation and on boards of Guotai Junan Funds, WIT Capital, HashKey Capital, and the Journal of Futures Market. He was Chairman of the Board of Governors of CFA Institute from 2014-2015, and previous Chair of the Capital Markets Policy Council, and Trustee of the Government of Singapore Pension Fund.
Job Titles:
- Member of the Board
- Member of the Office Bearers & Board
Esther Thng, CFA, is currently Head of Education for ASEAN ANZ in ACCA with education oversight in more than ten countries. She has extensive experience in the accountancy education industry prior to joining ACCA. She had worked with a global learning provider as a lecturer before becoming the Academic Director looking after national and global accountancy and finance professional qualifications such as ACCA and others.
George Lee, CFA, is a pioneer CFA charter holder in Singapore. Currently, George serves on the Board of various listed companies but he has worked in various senior investment and commercial banking positions at OCBC, Credit Suisse, and Security Pacific National Bank. At OCBC, his last position was as advisor to the CEO. George started his career as a Finance Officer in the Group Treasury Department of Keppel Shipyard in 1978.
Koh Boon Pin, CFA is the Head of Corporate Finance at SooChow CSSD Capital Markets Pte. Ltd. He has more than 20 years of experience in the finance industry, principally in the areas of investment banking, including 15 years at DBS Bank. Boon Pin graduated from Nanyang Technological University with a Second Upper Honours in Accountancy. He is a CFA® charterholder, a Fellow Chartered Accountant of Singapore and a Chartered Fintech Professional. He is also the Vice President of the Business, China Advanced Leaders Club Executive Committee.
Job Titles:
- Secretary of the Office Bearers & Board
Laurel Teo, Ph.D., CFA, is a behavioural scientist who studies how new technologies such as artificial intelligence influence the way people think, feel, and behave in organizational 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.
Job Titles:
- President and Chief Executive of CFA Institute, Says Diversity in an Organisation Is Key to Staying Ahead of the Rapid Pace of Change
Margaret Franklin, president and chief executive of CFA Institute, says diversity in an organisation is key to staying ahead of the rapid pace of change.
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.
Job Titles:
- Executive Director, Advocacy
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.
Job Titles:
- President of the Office Bearers & Board
- CEO of RHB Asset Management Pte
Simon is currently CEO of RHB Asset Management Pte. Ltd. Prior to this, he was CEO of CCB International (Singapore) Pte. Ltd. and had also held senior positions at Shanda Group and AXA Rosenberg Investment Management where he was Pan Asia Deputy Chief Investment Officer. Simon joined the Board in 2015 and held the position of Secretary in 2016 - 2017. He is currently the President of the Society as well as Co-Chair of the Career Development Committee.
Job Titles:
- Deputy Head
- Member of the Board
Victor 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 buyside 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