2024

Financial Adviser Series:

Management of Business Family, Wealth, Alternative Investments and Succession

Date: 6 April 2024
Medium: iFast TV
Host: Sim Peck Cheng
Guest: Cheong Wing Kiat
Producer: Chloe Chung
Director & Editor: Ian Tan
View: Watch Video

Family Office & Private Banking Forum

Sharing a Chinese article link with friends and business associates on January 7, 2024.
The article, written by 高鸣家族学院, is based on my presentation and slides at
a Family Office & Private Banking Forum in Suzhou, China, on May 20, 2018
The Pursuit of Happiness & Suggestions on Family Legacy Transfer
追求幸福与家族遗产转移的建议.

Date: 7 January 2024
Venue: Suzhou, China
Synopsis: Read Article

2023

iFast TV

Management of Business Family Wealth, Alternative Investments and Succession

Date: 19 September 2023
Venue: iFastTV studio, Singapore
Synopsis: View PDF

2022

PERE Asia Summit 2022

Panel session: Joint ventures, co-investments and working with other family offices
- Motivations and strategies of wealth owners and UHNWIs
- What do families look for when they invest? What constitutes a good investment partner?
- Outsourcing and managing your involvement in the business

Date: 2nd June 2022
Venue: Fairmont Singapore
Organised by: PERE Asia

2021

14th Private Banking & Family Office Summit Asia 2021 第十四展亚洲私人银行与家族办公室峰会

家族及家企治理与传承
Date: 24th Sep 2021
Venue: Shanghai (Virtual)
Organised by: Banyan Legacy 磐岩薪传

Download PDF

2020

Business Family - Structure, Innovations & Branding 企业家族:结构体 创新 品牌

Date: 11th Jan 2020
Venue: Rare Gems Museum, Singapore
Organised by: Banyan Legacy 磐岩薪传

Download PDF

2019

The Business Family Primer 企业家族黄皮书:保护 化解 兴旺

Date: 11th December 2019
Venue: The St Regis, Shenzhen, China
Organised by: Banyan Legacy 磐岩薪传

Download PDF

Contemporary Thoughts For Asian Business Families

Date: 21st November 2019
Venue: Sheraton Towers Singapore Hotel, Singapore
Organised by: Events Actually

Download PDF

Confessions of a Venture Capitalist, Private Equity & Angel Investor

Date: 25th October 2019
Venue: NUS Business School, Singapore
Organised by: NUS Business School, Career Services

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The Wisdom of Family Brand 家族品牌传承的智慧 - Sep 2019

Date: 28th Sept 2019
Venue: Rare Gems Museum, Singapore
Organised by: Banyan Legacy 磐岩薪传

Download PDF

The Wisdom of Family Brand 家族品牌传承的智慧 - Jun 2019

Date: 29th June 2019
Venue: Rare Gems Museum, Singapore
Organised by: Banyan Legacy 磐岩薪传

Download PDF

What I have Invested in Building Personal & Family Branding

Date: 16 May 2019
Venue: Four Seasons Hotel, Singapore
Organised by: Campden Wealth

Download PDF

The Wisdom of Family Brand 家族品牌传承的智慧 = May 2019

Date: 10th May 2019
Venue: Rare Gems Museum, Singapore
Organised by: Banyan Legacy 磐岩薪传

Download PDF

Do you want to be number 1 in the world? The strategies of a successful business family.

Published on: 19th March 2019
Interviewer: Steven Tsui
Organised by: HNWI Pte Ltd (Hong Kong/Singapore)

Download PDF

The Wisdom of Family Brand Heritage 家族品牌传承的智慧 - Mar 2019

Date: 2nd March 2019
Venue: Rare Gems Museum, Singapore
Organised by: Banyan Legacy 磐岩薪传

Download - Introduction-PDF
Download - Family Branding-PDF

 

2018

The Wisdom of Family Brand Heritage 家族品牌传承的智慧 - Nov 2018

Date: 24th November 2018
Venue: Shaw Foundation Alumni House, Singapore
Organised by: Shanghai Advanced Institute of Finance & NUS Business School

Download PDF

Passion and High Returns:
How a Labour of Love can Turn into a Profitable Investment

Date: 7th November 2018
Venue: Fairmont Le Montreux Palace, Switzerland
Organised by: Marcus Evans

Download PDF

Understanding Families in Business

Date: 5 and 6 October 2018
Venue: Singapore Management University
Organised by: BFI @ SMU

Download PDF or PPT

The Wisdom of Family Brand Heritage 家族品牌传承的智慧 - July 2018

Date: 14 July 2018
喜马拉雅FM(Ximalaya FM), China

Download PDF

Brighten a Family Future with Global Wisdom - Confession from a 3rd Generation Successor 以全球智慧闪耀家族未来 - 来自第三代接班人的自白

Date: 21st May 2018
Venue: Amara Signature Hotel, Shanghai
Organised by: Banyan Legacy

Presentation Materials: Download PDF or PPT

The Pursuit of Happiness & Suggestions on Family Legacy Transfer 追求幸福与家族遗产转移的建议

Date: 20th May 2018
Venue: Kempinski Hotel, Suzhou
Organised by: Banyan Legacy

Presentation Materials: Download PDF or PPT

Building a Service Agreement Governance Culture for Family Successors

Date: 18th April 2018
Venue: Conrad Macao
Organised by: Marcus Evans

Presentation Materials: Download PDF or PPT

Singapore Management University
Professional Development Series
Understanding Dynamics in Family Businesses

Date: 9th &10th March 2018
Venue: SMU
Organised by: SMU

Presentation Materials: – Download PDF or PPT

 

2017

Rare Gems Museum (Chinese)

Date: 2nd Dec 2017
Venue: Singapore
Organised by: Banyan Legacy, China

Presentation Materials: – Download PDF or PPT

Family & Enterprise (Chinese)

Date: 2nd Dec 2017
Venue: Singapore
Organised by: Banyan Legacy, China

Presentation Materials: – Download PDF or PPT

Brighten A Family Future With Global Wisdom:
Confessions of a 3rd Generation Successor (English & Chinese)

Date: 1st Dec 2017
Venue: Singapore
Organised by: Banyan Legacy, China

Presentation Materials: – Download PDF or PPT

Passion and High Returns:
How a Labour of Love can Turn into a Profitable Investment

Date: 18th Oct 2017
Venue: Montreux, Switzerland
Organised by: Marcus Evans

Presentation Materials: – Download PDF or PPT

Introduction to: Amber Collections Pte Ltd

Date: 16th Jun 2017
Venue: Singapore
Organised by: –

Presentation Materials: – Download PDF or PPT

Passion and High Returns:
How a Labour of Love can Turn into a Profitable Investment

Date: 12th Apr 2017
Venue: Macau
Organised by: Marcus Evans

Presentation Materials: – Download PDF or PPT

 

2016

NUS-Nanhai Business School Executive Programme :
Case Study – Wen Ken Group

Date: 13th Dec 2016
Venue: NUS Bukit Timah Campus
Organised by: NUS Lee Kuan Yew School of Public Policy

Presentation Materials: – Download PDF or PPT

Family Office & Private Investor Forum – Ask A Family

Date: 10th Nov 2016
Venue: Singapore
Organised by: PEI Media

Presentation Materials: – Download PDF or PPT

The Wen Ken Story: 1995 – 2011

Date: 29th Sep 2016
Venue: NUS Business School
Organised by: NUS Business School

Presentation Materials: – Download PDF or PPT

Handing Over the Baton:
3rd Generation Leadership

Date: 3rd Aug 2016
Venue: The Pan Pacific Singapore
Global Executive Leadership Summit 2016 Organised by: Kemin Industries

Presentation Materials: – Download PDF or PPT

Metamorphosis:
Family Business to Family Office

Date: 12th Jul 2016
Venue: SMU, Singapore
One Asia Wealth Camp 2016: The Next Generation – Securing Your Future
Organised by: One Asia Investment Partners

Presentation Materials: – Download PDF or PPT

Fireside Chat with an Indonesian Chinese Business Family:

Date: 12th Mar 2016
Venue: Jakarta, Indonesia
Organised by: Presentation Materials: –

G2 (Chinese) Download PDF or PPT

G2 (English) Download PDF or PPT

G3 (English) Download PDF or PPT

 

2015

Stories of a Trusteepreneur :

Date: 2nd Dec 2015
Venue: Jakarta, Indonesia
Organised by: i3L (Indonesia International Institute for Life Sciences)

Presentation Materials: – Download PDF or PPT

Confessions of a Business Family Strategist:
From Numbers Man to Mentor

Date: 19 Nov 2015
Venue: Fireside Chat @ The Library
Organised by: SUTD, Singapore

Presentation Materials: – Download PDF or PPT

Creating a Shared Vision for the Next Generation of a Business Family

Date: 10th Nov 2015
Venue: Jakarta, Indonesia
Organised by: i3L (Indonesia International Institute for Life Sciences)

Presentation Materials: – Download PDF or PPT

The Asia Pacific Family Investment Conference 2015
Returns &Values: Investing for the Future


“How Asian Chinese Families look at the rate of return when investing?” How the acronym RATE guides ethnic Chinese families when investing – Rate Of Return, Alignment, Time and Emotion.

Date: 20th May 2015
Venue: Four Seasons Hotel
Organised by: Campden Wealth

Presentation Materials: – Download PDF

Programme for Advisors:
Working with Family Dynamics

Date: 7th & 8th April 2015
Venue: Singapore Management University
Organised by: SMU BFI Educates

Presentation Materials: – Download PDF

Transcontinental Trusts: Asia
“Protecting the Four Capitals of the Asian Chinese Business Families”

The Psychology and Meaning of Wealth
The Four Overlaying Circles of Wealth Management at Different Stages in Life
The Four Capitals of Asian Chinese Business Families
How Structuring helps family to escape conflicts and protect wealth

Date: 25th March 2015
Organised by: IBC Global Conferences
Venue: Grand Copthorne Waterfront Hotel, Singapore

Presentation materials: Download PDF

Agency Business Leaders’ Engagement Workshop:
“Steering Asian Chinese Family Business in Changing Times”

The Psychology and Voice of Wealth
Business and Talent Strategies
Protecting the Capitals of the Business Families
Date: 20th March 2015
Organised by: AXA Life Insurance Singapore Private Limited
Venue: Paris and Melbourne Rooms, Metropolis, Singapore

Presentation materials: Download PDF