2019 Certified Trade Mission to Singapore

Singapore

April 2, 2019 - April 3, 2019

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2019 Certified Trade Mission to Singapore

Singapore

April 2, 2019 - April 3, 2019

For all Alternative Asset Fund Managers
Eight hours of One-to-One meetings with pre-qualified investors
HNWI, Family Offices and Institutions
Dinner with the U.S. Ambassador

Key Features

Minimum of forty one-on-one personal meetings with Singapore’s leading institutions and family offices

Exclusive Dinner hosted by the U.S. Deputy Chief of Mission or the U.S. Ambassador at her private residence to meet a group of high net worth individuals and Institutional Allocators.

On the 2018 mission, each US GP had fifty-nine LP meetings

Focused, structured, organized and pre-arranged private meetings

Convened by the US Department of Commerce

No placement agency fees or commissions

Full contact information and background provided to GPs prior to all meetings

Promotion of your firm to 150+ local institutional investors, and single- and multi-family offices

An opportunity to meet Singaporean Institutional limited partners from the largest Insurance companies, Pension Funds, private family offices and private wealth managers.

What are the cost benefits of participating in Trade Missions?

Testimonial

The Trade Mission to Singapore was one of the most well-organized and productive events we have attended. It was an excellent way to meet a broad range of key institutions and private investors in the region, and we found it highly worthwhile.

– Lacey MehranVice President VSS

  1. Without the trade mission format, it would be impossible to set up 20-30 LP meetings in one day with pre-qualified potential LPs. It would require multiple days and multiple trips. This is a major benefit in terms of dollars, time and energy saved.
  2. The same level of meetings would probably require a minimum of two to three trips to meet the same number of high-level people. These additional trips alone are equivalent to or will cost more than the Trade Mission in terms of airfare and hotel.
  3. Without US Government support you would most likely need to hire a placement agent, which would be a significant up-front cash expenditure.
  4. A placement agent would also charge you a commission on your earned management fee and on your performance fee. There are no commissions charged on ANY investments you receive during the Trade Mission.
  5. There is a cost in time and energy involved in identifying prospects, securing contact info, contacting the prospects, convincing them to meet and then coordinating the schedule in an efficient manner. The Trade Mission takes place on one day and all the LPs come to your hotel. This is a major advantage and a significant save in time, expense and opportunity cost. As we all know, "Time is Money".
  6. The US Embassy is the "convener of stature" for the Certified Trade Mission which lends a prestige to the event, helps guarantee the quality of the attendees, and limits the attrition prior to the event.

Event Co-Chair(s)

Brian Beams, International Trade Specialist, U.S. Department of Commerce

A veteran of the United States Air Force and graduate of Central Florida University, BS Finance, Mr Beams’s private sector career began at International Assets Advisory as a Registered Representative (Series 7, 63, 65, & FL-215). After some years at the boutique firm, he joined the U.S. Department of State, Office of Foreign Missions – USUN, where his focus was diplomacy and national security.

He joined the U.S. Commercial Service in September 2013 as an International Trade Specialist for the Northern New Jersey Export Assistance Center. He counsels U.S. businesses that wish to begin exporting or increase their exports throughout the global marketplace. He is the area sector coordinator for financial services and energy, to list a few. Lastly, he is the Deputy Team Leader for USCS’s Global Finance Team where he leads the financial services subsector. He was born and raised in Northern New Jersey, has lived in Germany, France, and Bosnia, and traveled to 23 additional countries.

Clint Brewer, Foreign Commercial Officer, U.S. Commercial Service, US Embassy, Singapore

Clint Brewer works as a Regional Commercial Officer for ASEAN, in addition to serving as the regional Digital Attaché. In both roles, he promotes US business interests in the region through a variety of means, including export and investment promotion, commercial diplomacy, and advocacy of US firms.

He also serves as Deputy Team Leader for the Global Finance Team at the US Department of Commerce, and has an industry specialization in financial technology (FinTech). Before joining the Foreign Commercial Service, he worked for over ten years in the private sector in the Insurance industry.

Mr Brewer received his Bachelor’s Degree in International Relations and Spanish from Syracuse University. He holds the designation of Certified International Business Professional (CGBP) from the NASBITE organization. He enjoys running marathons and playing jazz bass.

Chia Swee Hoon, Senior Commercial Specialist, U.S. Commercial Service, US Embassy, Singapore

Swee-Hoon Chia started her career with the U.S. Government as the Economic Specialist working for the State Department before joining the Commercial Service at the U.S. Embassy in Singapore. Before that she worked for the Singapore government agency in trade promotion and documentation.

As the Senior Commercial Specialist, she plays a key role as the principal advisor and assistant to the American Officers in planning, organizing, and administering reporting, trade facilitation, and trade promotion program for Singapore. During her tenure with the Commercial Service, she has covered industries ranging from electronics to services. Currently, she focuses on ICT/digital economy that includes IT, telecommunications, smart technologies, and covers other sectors such as financial services, consumer electronics, franchising.

She received her BA in Economics and Sociology from the University of Singapore and her MBA from the State University of New York at Buffalo.

She is an avid tennis player and enjoys traveling.

Benjamin Phoon, Principal, Imperium Lucrum Family Investment Office

Benjamin Phoon is an experienced telecom, media and technology executive who has lived, worked and built businesses in the US, Asia and Europe. As an experienced and successful executive for one of Asia top 5 conglomerates, he rose from mid-level management to various senior executive strategic roles across different industries and sectors.

He has held a number of CEO / President Positions in multiple areas of Telecoms, Media and Technology (TMT) companies and digital content deliveries in Hong Kong where he had responsibility for all international businesses. Also, he acquired, built and ran multiple companies across US and Europe. This business was divested. From the divestiture, he was moved to build a successful portfolio of investments during the internet boom. At the peak of his career, he relinquished his portfolio to pursue his personal passion for business. He recently returned to Singapore after living for 20 years in the UK and Asia.

In the past 10 years he built and owned a 70-outlet retail franchise business covering Middle East to Asia. The franchise business enjoyed a US$200m revenue was sold to a Private Equity firm. At this business, he started the first end-to-end franchise model which saw the business enjoyed a very healthy EBIT margins. Between 2003 and 2008 he assembled a team of entrepreneurs to successfully list a life style business in Stock Exchange of Singapore. Investors received solid returns from its divestment in 2007.

From the success of two divestitures, he zoomed his focus on a private equity investment mandate. He soon grew his total seed investment from US$50m to US$170m. Tracing his ancestry roots and passed down businesses, in 2014, he amalgamated the family private and commercial moneys to setup his own private Single Family Office (SFO) investment firm.

Mr Phoon is a Dublin University Finance graduate; he also has a M.Sc. in Financial Engineering and a holder and practitioner of Chartered Financial Analyst (CFA).

Simon Hopkins, CEO, Milltrust International

Simon Hopkins has been a senior figure in the international investment management industry for more than two decades. He was an early advocate of hedge fund investing for institutional investors, and has been a prolific capital raiser for single manager funds, funds of funds and listed closed-end funds.

After pursuing a successful investment banking career spanning more than a decade at S.G. Warburg, UBS, HSBC James Capel, and Nomura International, Mr. Hopkins created one of the industry’s first dedicated research and investment consulting businesses in 1996 to provide truly objective analysis for investors. At its peak Global Fund Analysis (GFA) had over 27,000 registered users around the globe.

Concurrently, Mr. Hopkins played a pioneering role in seeding many of the incipient European hedge funds through the Fortune Group, an award-winning alternatives investment advisory business. Fortune Group went on to become one of the UK’s pre-eminent multi-asset advisory firms with clients in 24 countries and a focus on pension funds, charities and endowments, as well as a number of the world’s leading families. The firm was successfully sold to UK-listed, financial services group, Close Brothers Group PLC, in 2006, culminating in its full integration in January 2010.

In 2011, Mr Hopkins founded Milltrust International focusing on investment management in Emerging Markets, and specialist real asset solutions driven by the changing demographics of the developing world. Milltrust advises Milltrust Agricultural Investments, a farmland program investing in Latin America and Australasia, offers a specialist African real estate fund that builds shopping malls in sub-Saharan African cities, and delivers the industry’s first dedicated Emerging Markets Managed Accounts Platform which offers investors access to local equity markets through a selection of some of the world’s leading regional asset managers, including ItaúUnibanco (Latin America), Keywise (Greater China), UTI International (India) and Lion Global Investors (ASEAN), in the form of transparent, regulated Irish UCITS funds.

Mr Hopkins graduated with honours from the University of Bristol’s Faculty of Law in 1986 and speaks fluent French. He travels extensively but resides permanently with his family in Singapore. He serves as Chairman of East India Capital Management, a regulated Singapore wealth manager. He was profiled in a significant interview with the Financial Times in December 2008.

Noor Quek, Founder and CEO, NQ International

Noor Quek has more than 40 years of experience in a broad range of wealth management services, with various established financial institutions. Her previous positions, all based in Singapore, with regional/global responsibilities, include being Director and Head, Business Development (South East Asia), The Citigroup Private Bank, Director, Business Development (South East Asia), GE Capital, and Deputy Managing Director, Rabobank Asia Ltd.

Her expertise includes initiating, negotiating and facilitating implementation of wealth advisory and financial transactions. This has evolved from her extended years in the industry where she has managed account relationships and led teams to serve international high net worth individuals, families and corporations in Asia, Europe and the Middle East.

Founded in October 2007, NQ International’s key activities are family office advisory services particularly for Asia and the Middle East, business strategy for international corporations, and coaching, talent identification, search and placement services for senior level executives up to the C-Suite.

Ms Quek is actively involved in various charity-related activities. She is a frequent speaker at major international conferences on global wealth management, family office advisory and human capital and leadership topics. She is a founding member and President of Breast Cancer Foundation, Board Member of The Ireland Funds, Singapore, Board Member, ISCA Cares (Institute of Singapore Chartered Accountants), member of the Women’s Health Advisory Council, Singapore, and was joint deputy co-chairperson of BoardAgender in Singapore, an organization encouraging women to take on board positions for gender diversity. She is also a member of the Disciplinary and Inquiry committees of the Singapore Dental Council, and a member of the Inquiry committee of the Law Society, Singapore.

Based in Singapore, Ms Quek is married with 3 grown children and seven grand children, An avid musician, often performs to raise funds for various regional charities.

Raymond Ong

Raymond Ong is an experienced senior executive and CFO with 20 years of international experience working in multinational corporations with a career spanning across various industries such as technology, consumer electronics, life insurance and general insurance. He has held positions in companies such as Microsoft, Philips Electronics, Hewlett Packard, NXP Semiconductors, Sun Life Financial and most recently AXA where he was the CFO of the life insurance and general insurance business in Singapore.

Throughout his career he has been focused on growing profitable multi-billion dollar businesses by building sustainable teams, formulating strategy, financial planning, providing business insights, building strong governance and compliance, regulatory compliance, maximizing investments and shareholder returns, efficient capital management, appropriate risk management and optimizing resource utilization. Raymond is experienced in working with Audit Committees and Boards and is familiar working with government agencies.

Mr Ong obtained his Bachelor’s degree in Business in 1996 where he holds an accounting major and he is also a qualified CPA (Australia) since 2001.

David Emery, Founder and Chairman, Reciprocus International Pte Ltd

David Emery, a Swiss national, is the Founder and Chairman of Reciprocus International Pte Ltd, a full service M&A boutique, headquartered in Singapore and with offices in Switzerland and the US, advising investors and companies on fundraising, expansions and cross-border growth acceleration. The firm specializes in facilitating cross-border deals between North America, Europe and Asia Pacific.

Before setting up his own firm in October 2011, he was with Dun & Bradstreet, Inc. (D&B) for over 16 years, lastly as Member of the Group’s Executive Board (GLT), President of Asia Pacific and Head of International Business Development and M&A. Between 2005 and 2011 he grew the D&B business in Asia Pacific from US$30M to US$250M. During his tenure with D&B he was also Vice-Chairman of Huaxia D&B China as well as Chairman of D&B India and sat on or chaired the boards of several other JVs D&B had formed in Thailand, Indonesia, Korea, Japan, Australia and other countries across Asia Pacific. He had started his career with D&B as Managing Director of D&B Switzerland.

Mr Emery serves today as an Advisor to several organizations and government agencies and sits on several boards. He is also an Entrepreneur in his own right, mainly as an early stage investor. He holds a Swiss Federal Bachelor’s Degree in Commerce and General Management and specialized in Marketing at IMD Lausanne.

Sarah Yeow

Sarah Yeow is the Executive Director of an investment holding company based in Singapore, focusing on international investments. She comes with 20 years of cross-industry international experience, where she has led multiple successful mergers & acquisitions, joint venture partnership development, market entries, corporate transformation and change management.

Ms Yeow started her career as a management consultant. She received her Master of Business Administration from the University of Chicago, Booth School of Business, and is a member of CPA Australia. She has lived and worked in China, Singapore, Hong Kong, Malaysia and Australia.

Patrick Teo, Principal, Cerulean Holdings

Patrick Teo is one of the principals of Cerulean and Creafin and brings his financial expertise to project finance employing non-traditional banking practices. In addition, he is familiar with trust structures for privacy, and in asset management for the HNWI.

An engineering graduate from Australia, Mr Teo was a former Managing Director of Rothschild’s merchant bank in Singapore with a 35 year career that spanned senior merchant banking positions in Australia, UK and Asia. He was also alternate director of a joint venture merchant bank between Rothschild’s and Malaysia’s National Bank and was intimately involved with implementation of Malaysia’s NEP.

His early industry experience was in natural resource project finance in Australia. Later, as MD of Rothschild’s Singapore based merchant bank, he led privatization transactions, corporate restructurings, M&A, venture capital, asset management and IPO listings both in Singapore, HK and other bourses.

Prominent assignments included being part of the Rothschild team in the UK that lead eventually to establishment of Singapore’s Sovereign Wealth Fund. In the privatization area, he was involved in developing the road map for Malaysian Government linked companies to return foreign owned mining and plantation assets back to Malaysian ownership.

In the corporate sector, Mr Teo led the LBO of Nabisco brand’s snack foods business in Asia, IPO of Indonesia’s largest forestry products company on the NYSE, structuring tax based aircraft financings, advising US based NME on hospital acquisitions in Singapore, IPO of Keppel Philippines Shipyard on the Makati Stock Exchange and coordinating Myanmar’s first IPO (Yoma Strategic Holdings) on the Singapore Stock Exchange.

In asset management, Mr Teo supervised the investment management team that led to the establishment of Rothschild’s first direct investment fund, Arrow Asia Ventures, in 1990.

LP Participant Profile

A unique feature of the U.S. Commerce Department Certified Trade Mission is the leadership of prominent and knowledgeable Singapore business leaders as our Singapore co-chairs for LP recruitment, who work in partnership with the U.S. embassy to recruit the right mix of LP attendees.

Partial list of Singapore LPs that participated in previous trade missions

Aberdeen SVG Private Equity
ABN AMRO Private Banking
Abu Dhabi Investment Authority
Adams Street Partners
AIMS Funds Management
Altius Associates
Aquila Capital
Bank of Singapore
BMO Financial Group
CIMB Private Banking
Cobalt Hill Capital
CS Partners
DM Partners
Eagle Asia Partners
Fabiani Family Investment Office
Fedesa Asia Advisory
Great Eastern Life Assurance
Heliconia Capital Management
Henderson Equity Partners
Heritage Wealth Partners
HP Wealth management
Heritage Wealth Management
Hermes GPE
HWA Hong Corporation
IFC Asset Management Company
IFS Capital
IIFL Private Wealth Management
IMC Investments
Iyo Bank
Metado Private Wealth Management
Milltrust international
Mizuho Securities
Nadathur Holdings
Nanyang Technological University Endowment Fund
Nissay Aset Management Corporation
Nomura Group
NTUC Income Insurance Co-operative
OCBC Bank
Oclaner Asset Management
One Asia Investment Partners
Partners Group
Pinebridge Investments
Religare Enterprises
Rockwell Automation Pension Fund
Sandaire Investment Office
Schroder Investment management
SEB Asset Management
Shell Asset Management
Silver Sea Asset Management
Singapore management University Endowment
Stamford Privee
Simitumo Mitsui Banking Corporation
Swiss Life
Temasek Holdings
UBP Family Office
UBS Alternative Funds Advisory
UCAP AM Asia
Vertex venture Holdings
Wilshire Private Markets

Agenda

April 2, 2019

  • Arrival in Singapore
  • 3:00 pm

    Check in at the five-star, ultra-deluxe Four Seasons Hotel
  • 4:00 pm - 5:00 pm

    Briefing by the US Department of Commerce
  • 6:00 pm - 8:30 pm

    PM Reception hosted by either the Deputy Chief of Mission or the US Ambassador for the US GP delegation and a group of Singaporean high net worth individuals.

April 3, 2019

  • 8:30 am - 9:00 am

    AM Registration of LP & GP attendees
  • 9:00 am - 12:30 pm

    One-on-one meetings: Members of the US delegation will meet one-on-one with each investment professional from the leading Singapore institutions, insurance companies, pension funds and family offices. Each attendee will meet with each Singapore LP.
  • 12:30 pm - 1:15 pm

    PM Lunch with Singapore LPs to allow for continued informal networking
  • 1:30 pm - 4:30 pm

    PM One-on-one meetings continue

April 4, 2019

  • Check out & Departure

*The government of the United States, particularly the US Department of Commerce and the US Embassy is not involved in selecting or recruitment for this mission. Such selection and recruitment is strictly left to the mission organizer. The US and foreign commercial service supports the goals of this event but does not endorse the specific products or views of the participating organization.

Fees & Registration

Fee

First Attendee: $19,500
Second Attendee: $5,225

Payment may be made by wire transfer. Full payment is required to reserve your attendance and is due immediately.

Attendance is by invitation only. The quantity of fund manager participation is strategically limited to maximize the level of overall access and one on one meeting opportunities with our foreign institutional investor attendees. Since space is limited, we encourage you to register immediately to reserve your spot.

Included in your certified trade mission fee are the following:

Deluxe accommodations: Two nights at the deluxe Four Seasons Hotel

Deluxe Boulevard Room

Breakfast, lunch, and snacks on Wednesday,April 2,2019

Breakfast on Thursday April 3,2019

Dedicated on site team for you while in Singapore

Complete Conference program including one-on-one meetings arranged with Singapore’s leading institutional investors and family offices.

Distribution of your materials to Institutions prior to the Trade Mission.

Complimentary local telephone calls.

Accomodations

Check In: Tuesday,April 2,2019 after 3:00 PM
Check Out: Thursday,April 4,2019 by 12:00 noon (optional late check-out until 4:00 pm)

Four Seasons Hotel
190 Orchard Boulevard
Singapore

Application

Cancellation Policy
The cancellation policy is as follows:

60 days or more: Refund of 75% of full Payment
59-30 Days: 10% refund
Less than 30 days: No refund