Kevin has nearly 30 years' experience in treasury, asset management and wealth management. He is Partner at Pilgrim Partners Asia, an MAS-licenced fund management company and has worked with Sovereign Wealth Funds and Central Banks on investment portfolios. He has also built Private Wealth and Family Office businesses a t several large financial services firms in the past.
A prolific speaker at Wealth Management seminars and conferences in Asia, he has taught at the Singapore Management University, Shanghai Jiaotong University, Beijing Tsinghua University, Chiang Mai University, The Taiwan Academy of Banking & Finance and has spoken at Islamic Finance Conferences in the past.
He has a Master of Science in Finance from the City University of New York and has data science, data science & cybersecurity credentials
Topics
Retirement Planning
Going From A Life A Success To One Of Significance
Many successful senior executives and business owners often approach the retirement planning process merely as a financial planning exercise. However most do not address the issues concerning one's sense of purpose and mission in the later years. The speaker, a licensed fund manager a n d board member of several non-profit organisations shows how the happiest, most successful retirees often begin with Purpose and Mission as part of their retirement planning.
Post-Pandemic Legacy Planning
What It Means To You
What impact will seismic changes in the world economic make to your financial planning goals? How will your children's children be paying for the state of the world today? How can you plan right here and now to shore up resources for them in the face of such change?
Wealth Creation & Wealth Preservation
What Everyone Should Know
There are two aspects to a healthy & happy retirement: The first is how to build wealth, and the second is how to preserve it for the next generation.
The speaker, a licensed fund manager and board member of several non-profit organizations shows how the happiest, most successful wealthy persons master wealth creation and wealth preservation. He will show how these strategies are essential for navigating a post-pandemic economic world order.
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Mabel T
Vice President - Local Bank
The environment you fostered was one of collaboration and genuine connection. I've formed two valuable partnerships with fellow attendees since the event.