ASN - Money Insights: Demystifying Wealth Management for Entrepreneurs
Embark on a financial journey with us, putting wealth management power in your hands.
Our goal is to empower startups and entrepreneurs with the knowledge and tools needed to navigate the complexities of wealth management effectively.
Come join us for an insightful event aimed at helping entrepreneurs navigate the world of wealth management. Whether you're just starting out or looking to grow your business, our expert speakers will offer key strategies to financial efficiency, unlock investment potential, and foster sustainable growth.
We want to help startup founders, operators and others within this ecosystem to learn valuable financial management insights and practical advice to support your journey in this ecosystem. Look forward to networking with other like-minded guests over dinner generously sponsored by Endowus and Jenfi.
Don't miss out, limited seats so book yours ASAP!
Programme:
Come join us in an open-hearted conversation with our panellists Jeffrey Liu, Co-Founder and CEO of Jenfi, Dominic Ong, CFO at Endowus, and Jack Leow, Founder of Options Mastery Genius, and participate in a networking session too! The panels are moderated by Elise Tan and Diego Taira.
Doors open at 5.30pm for Registration & Networking (food and drinks are provided)!
5.30pm - 6.25pm - Registration starts and dinner is served
6.25pm - Opening by Andrew Tan, cofounder of Asia Startup Network
6.30pm - Unlock Corporate Wealth Management by Dominic Ong from Endowus
6.40pm - Unleash Corporate Growth with Revenue-based Financing by Jeffrey Liu from Jenfi
6.50pm - Panel discussion on corporate wealth management moderated by Elise Tan with speakers:
Dominic Ong, CTO, Endowus
Jeffrey Liu, Cofounder and CEO of Jenfi
7.05pm - Group photo taking
7.10pm - Explore personal wealth growth by Dominic Ong, Endowus
7.20pm - Discover a systemic safe approach to investing by Jack Leow from Options Mastery Genius
7.30pm - Panel discussion on personal finance management
7.45pm - Networking session
9.00pm - End of event
Dinner sponsored by Jenfi and Endowus will be served, including halal and vegetarian options. There will also be a selection of beverages provided.
See you there, with thanks to our venue partner, N9 Offices, who have just launched their latest co-working space at Chinatown!
By registering for this event, you opt in to marketing emails from our participating sponsors, and we will be taking event photos for online publication as well.
Speakers’ profiles
Jeffrey Liu, Co-Founder and CEO of Jenfi, a financial tech firm in Asia, offers revenue-based financing to fast-growing digital businesses. With a background at GuavaPass and BeachMint, he spearheads initiatives to fund marketing, inventory, and growth campaigns. Previous roles include founding a hedge fund and working in investment banking.
Dominic Ong, CFO at Endowus, spearheads financial strategies for the Asia-based wealth platform. With 15+ years in finance, he's revolutionized Endowus into a premier investment platform. Previously, he led strategy at Rayliant Global Advisors and held senior roles at Standard Chartered Bank, driving institutional business growth and product development.
Lean Sing is a Senior Client Advisor at Endowus and has close to a decade worth of experience working in banking and in fintech industries.
In his role - he provides investment advisory services to both individual as well as institutional clients - ensuring that clients of all stripes find the right financial solutions to their investment goals.
Lean Sing is passionate about “doing right by clients” - and with Endowus - he hopes to elevate financial literacy, transparency and integrity in the wealth management industry.
He holds degrees from University of Melbourne as well as Regent College.
Jack Leow, one of ASN's leads, is a serial entrepreneur and savvy options investor, has successfully sold two businesses. His last startup raised over half a million and expanded rapidly across Southeast Asia. Venturing into options investing in 2016, he grew his investments by 37% amidst the COVID-19 crisis. He advocates for passive income and maximizing investment returns.
Moderators:
Diego Taira is a dynamic individual with a diverse skill set, serving as an Serial Entrepreneur, Equity Investor, Option Trader, Wealth Advisor, ICF Certified & Mindvalley Business Coach. Ex-IT consultant retired at 40. Diego holds the position of CEO & Co-Founder at Wealth Angels Pte Ltd, where he passionately pursues the mission to empower 1,000 (000) individuals to achieve Financial Independence (FI), enabling them to pursue their true life's calling, by becoming their life’s CEOs.
His ultimate goal is to create a ripple effect helping his community members changing their family tree.
Elise Tan founded Asia Startup Network in 2020 with Andrew Tan.
She currently leads Communications and Community at Vertex Ventures Southeast Asia and India, one of the oldest and most established early stage venture capital firm. Prior to joining Vertex, she served several roles - she was the VP for investor relations and partnerships
at Longhash Ventures, a global blockchain fund. She previously led and built up the investor relations team at Entrepreneur First across Singapore, Hong Kong and India, helping more than 40 entrepreneurs raise their first US$1.4 million within 6 months after graduating from
the program.
Asia Startup Network (ASN):
ASN's mission is to help promising companies leapfrog and realise their positive potential on the global stage by building Singapore's largest community of startup founders, entrepreneurs, investors and venture capitalists. Mentor for Hope (2020) and Makan for Hope initiatives are non-profit initiatives of ASN. Part of our objectives is to give back, we've raised nearly $180,000 for charities since 2020.
About Endowus:
We are your trusted partner on the path to financial success, simplifying wealth management for startups and entrepreneurs. Benefit from personalized investment portfolios, transparent fees, and a user-friendly platform designed with you in mind.
About Jenfi:
Jenfi provides founder-friendly revenue-based financing and payment solutions to rapidly grow startups and digital businesses in Southeast Asia.
About N9 Offices:
N9 Offices is ready to empower your business with on-site concierge assistance, the infrastructure of an instant office and the use of our address for your registration.