Apex Invest 2025: The Gateway to Opportunities

Adam Watson is a Partner and Head of Asia Pacific. He joined Partners Capital in London in 2009 before relocating to Asia to set-up the Hong Kong office in 2013 and the Singapore office in 2015, where he is now based. He is the lead Portfolio Manager specialising in Asian multi-asset class investing, alongside being client CIO to a number of Asia Pacific client portfolios. Prior to Partners Capital, Adam worked as a management consultant with the Boston Consulting Group. He completed his BA in Economics at Jesus College, University of Cambridge and has a MFin with distinction in Finance from INSEAD Business School.

Adi Divgi is Principal at EA Global, his family investment vehicle since 2005, and founded Divino Global Holdings in Apr 2023 to provide investors access to capacity-constrained and hard-to-access private market opportunities. Previously, he was Managing Director of Strategic Wealth at Legacy Wealth Management and Legacy Investment Solutions, its discretionary affiliate, since July 2021. From Apr 2014 to May 2021, Mr. Divgi was Head of Alternative Investments at Catalina, a $5+bn AUM reinsurer. From 2011-2014, Mr. Divgi oversaw the Opportunistic Fixed Income investment program at the New York City Bureau of Asset Management ('BAM'). Mr. Divgi began his credit career at Deutsche Bank, working in New York and Mexico City, and is a graduate of the Huntsman Program, with a BA in International Studies (Spanish minor) from the University of Pennsylvania and a BS in Economics and MBA in Finance from Wharton.

Alex is a senior member of the Carlyle AlpInvest investment team, focusing on private equity investing across Asia. Carlyle AlpInvest, a core division of The Carlyle Group, is a large global private equity investor, managing primary fund commitments, secondary investments, and co-investments. Alex has been with the AlpInvest team for 13 years, joining in 2012 from Cambridge Associates in Boston, where he focused on investments across Europe, Latin America, and Asia. Based in Singapore, Alex has also held roles in AlpInvest’s Hong Kong and New York offices.

Eric is a founding Partner of Collyer Capital, a Singapore-based asset manager with a particular focus on ASEAN delivering intermediated as well as direct investment solutions. Prior to founding Collyer Capital, he spent just over two years at Campbell Lutyens supporting the APAC team on originating and structuring deals across the platform. He also spent eight years at Unigestion, where he led the firm’s Asia Pacific private equity program. Prior to that he was at CDC Group, where he focused on Asian investments, having started his career at General Electric. Eric holds a master’s degree in business from EM Lyon and an economics undergraduate degree from Paris Dauphine.

Brian is a Partner and Head of Pantheon’s Asia and Emerging Markets Investment teams, and is a member of Pantheon’s International Investment Committee. Prior to joining Pantheon, Brian was a Portfolio Director at CDC Group where he helped build their Asia and Emerging Markets portfolio, and before that he worked at Watson Wyatt. Brian is a Fellow of the Institute of Actuaries, and holds an MBA from the London Business School, and a BSc in Actuarial Science from City University of London. Brian is a member of the GPCA Board of Directors and the Chair of its Asia Council.

Kerrine is the Country Head for Hamilton Lane in Singapore. She is also the head of Client Solutions Group in Southeast Asia. She is primarily responsible for business development, as well as coverage of client relationships in Southeast Asia. Prior to this, Kerrine was the Head of Alternatives Distribution for Southeast Asia at BlackRock, where she was responsible for distribution strategy and client engagements on BlackRock’s alternative investment product suite. Previously, she was the head of Institutional Client Business for Southeast Asia at BlackRock. Kerrine was named to Private Equity International’s (PEI) top 60 list of Women of Influence in Private Markets in 2023. Kerrine has an MSc degree in Applied Finance from Singapore Management University and a BA degree, with first class honours, in Economics from the National University of Singapore. Kerrine is also a CFA and CAIA charter holder.

Kelvin Yap joined HarbourVest’s London office in 2006 to focus on growth equity and buyout co-investments in Europe and Asia Pacific. In 2009, Kelvin transferred to HarbourVest’s Hong Kong team to focus on primary partnership fund investments and direct co-investments in Asia Pacific, Kelvin relocated to Singapore in 2021 to assist with the opening of that office. Kelvin joined HarbourVest from Deloitte in London, where he managed merger and acquisition (including demergers and IPOs) due diligence for both private and public transactions. Prior to that, Kelvin was a senior associate at PwC in Kuala Lumpur, Malaysia. He received a BC with a double major in Accounting and Finance from Monash University in Australia in 2001. Kelvin is a Chartered Accountant with The Institute of Chartered Accountants in Australia. In addition, he received the Chartered Financial Analyst designation in 2007 from the CFA Institute. He speaks fluent Cantonese, Indonesian, and Malay.

Marc Lau is a Managing Partner at Axiom Asia (www.axiomasia.com) which manages over US$9.0 billion in private equity strategies focused on funds in Asia. Marc is responsible for Axiom’s investments in Japan, South East Asia and Australia. Marc has 20 years of PE experience in Asia in addition to having operational experience in China. Marc was part of the founding investment team at Axiom Asia and works on primary, secondary and co-investment transactions. Prior to Axiom Asia, Marc worked at the Government of Singapore Investment Corporation (“GIC SI”) in Singapore and San Francisco where he worked on investments in funds as well as companies. After leaving GIC SI in 2004, Marc attended Harvard Business School and worked for Danaher Corporation (NYSE: DHR) where he was the Deputy General Manager of Jacobs VIE Vehicle Systems, Danaher’s diesel engine brake business in China. Marc led the start-up of the manufacturing plant, managed the transition of a multi-million-dollar product line to China and successfully transitioned the business to a local team he recruited. Marc was also formerly an Analyst at Lazard Frères in New York and has served as a member of the Resource Panel for the Government Parliamentary Committee for Finance, Trade, and Industry in Singapore since 2011. Marc attended Harvard Business School and holds a Bachelor of Arts in Economics with Departmental Honors and Distinction from Stanford University.

Huai Fong is the Regional Lead for the East Asia & the Pacific Private Equity Funds team in the International Finance Corporation (“IFC”) where she is responsible for the fund allocation program in the region. Prior to joining IFC in 2017, Huai Fong spent five years with Deutsche Investitions-Und Entwicklungsgesellschaft MBH (“DEG”) where she led fund investments and co-investments in SE Asia. Before DEG, Huai Fong was with UOB Venture Management where she did direct equity investments into growth stage companies in Southeast Asia and China. Huai Fong holds a Bachelor’s degree in Business Management and in Economics (Honors and Dean’s list) from the Singapore Management University. She has also passed all three levels of the Chartered Financial Analyst program. She is currently a Board Member on the Singapore Venture Capital and Private Equity Association and a co-chair of its Professional Development committee, as well as a Council member on the Impact Investing Advisory Council of the AVPN.

Originally from Singapore with a business family, Rebekah has more than 20 years of global multi-asset investing in funds, co-investments and directs across government, institutions such as J.P. Morgan, CDPQ, Fosun and multibillion dollar family offices In US and Asia. Rebekah is currently Managing Director, Private Markets and Funds with Farro Capital, an institutional multibillion dollar multi family office with presence in Singapore, Dubai and India. With degrees from LSE, Yale, CFA, CAIA, Rebekah is a recognised adjunct trainer at Business Families Institute (BFI), Wealth Management Institute (WMI) as well as Board Director / Committee member at leading organisations and companies, such as BANSEA, Singapore Institute of Directors (SID). Rebekah also actively advocates women, diversity and impact investing in business and families.

Steven has 15 years’ experience in alternative investments, with a focus on private equity fund and direct investments. He has held leadership roles in investment teams at global institutional asset managers, including Unigestion, Partners Capital, 57 Stars, and StepStone. Beginning his career in mainland China, he focused on consumer mid-market buyouts. Steven holds a Bachelor's (Gen Honors) from the University of Chicago

Roger is an experienced portfolio manager and senior executive. He has over a decade of experience managing money for both UHNWI and institutions. From 2011-2013, he was a quantitative analyst with Hong Leong Asset Management. From 2013-2019, he was a portfolio manager with Pheim Asset Management (Asia). From 2019-2022, he was working for a single family office as the CEO. Since 2022, he has been the CEO of Winfield Global Capital, which is a multi family office. Roger holds both B.Eng (1st Class Honors) and Ph.D from Nanyang Technological University, Singapore, He is also a CFA chartered holder.

Terence is the AWS lead for Asia Pacific (based in Singapore) for healthcare and life sciences. Terence qualified from Imperial College and worked in the NHS before returning to Singapore where he worked in the public, private, NGO and government sectors before moving into clinical AI. He is an immunologist and primary care physician by training with a special interest in personalized nutrition, occupational & digital health. Just prior to joining AWS, Terence was the Global Medical Director for Ubie. Other career experiences in his career journey include being: • Research work in tacrolimus in Non small cell Lung cancer at the Hammersmith Hospital • Assistant medical director, Parkway Shenton Private Limited. • Associate Consultant, Ministry of Health, Singapore. • AI researcher for Babylon Health • Medical Director, Ubie • Exited founder of multiple health care businesses & clinics.

Leslie is an investment director at the Tsao Family Office (TFO), a Singapore-based single family office, where he manages the Fixed Income, Private Credit, and Liquid Alternatives investments. Prior to joining TFO in Aug 2019, he worked at various hedge funds in London and Singapore across a range of credit and event-driven strategies for over a decade. Leslie started his career at Lehman Brothers in New York where he worked as investment banker for five years. He has an MBA from INSEAD and an undergraduate degree from the University of California, Berkeley

David Low is a Partner at Albourne Partners and the Head of Private Markets in Asia. Based in Singapore, he leads Albourne’s Investment Due Diligence coverage of private equity, venture capital, private credit, real estate and real asset funds in the region and also supports clients on the management of their Private Markets portfolio. Before joining Albourne in 2014, David spent five years managing the direct investment portfolio for an Asian family office. Prior to that, David was an entrepreneur for several years and co-founded multiple companies in the consumer services and FMCG space. David began his career at Arthur Andersen Business Consulting before joining General Electric in a variety of finance roles. David holds an MBA from the Melbourne Business School, a Bachelor of Commerce (Accounting and Finance), from Monash University in Melbourne and the CPA Australia designation. He is also a Board member of the Singapore Venture and Private Capital Association and a Limited Partner & Family Office council member of the India Venture and Private Capital Association.

Kulbhushan is a seasoned business leader with over 19 years of experience in asset management, investment management, strategy, and M&A. Currently, he heads the Global Private Debt platform at Allianz Global Investors in Asia, where he is responsible for developing the platform, sourcing investments, and product development. Kulbhushan is passionate about sustainability in private markets and actively participates in various industry initiatives in Asia, including GFANZ, the Singapore Sustainable Finance Association (SSFA), and the ASEAN Taxonomy. Kulbhushan joined Allianz Global Investors at the beginning of 2023 from Allianz Investment Management, where he served as the Head of Private Debt, Asia, and Lead – Investment Strategy, Asia, overseeing an AuM of approximately EUR 35 billion. In his previous roles, Kulbhushan was a founding member of HSBC’s life insurance JV in India, Canara HSBC Life. He holds a Postgraduate degree in Management from K.J. Somaiya Institute of Management and Research and a Bachelor of Commerce (Hons) degree from Delhi University. Allianz Global Investors is a global investment management firm with offices in over 20 locations worldwide. It is owned by the global financial services group Allianz. Employing nearly 3,000, it manages over EUR 500 billion in assets on behalf of institutional, retail clients and of Allianz itself.

Tanya Sen is a Principal at Sofi na, a ~€10b investment fi rm which does PE/VC fund investments and direct private growth equity investments (€20-200m). Over her 8 years at Sofi na, Tanya has led several transactions in Asia and Europe in digital/tech-enabled and consumer-facing companies, and currently also oversees Education & Sustainable Supply Chain sector investments globally. Tanya works with several portfolio companies and currently serves on the boards of Cognita (a group of 100 international schools), K12 Technoservices (a school management and edtech company), CoachHub (a provider of B2B online coaching programs), Skillmatics (a learning games brand) and Finova (an MSME lender). Previously, Tanya also worked in management consulting at Bain & Co. in Southeast Asia and in the Technology, Media & Telecoms investment banking team at Deutsche Bank in London. Tanya holds an MBA from the Wharton School of Business and a Master’s in Engineering, Economics and Management from the University of Oxford. Outside of work, Tanya is passionate about music and is a classically-trained vocalist who performs and records opera, jazz and musical theatre in over 10 languages.

Johnny comes to Mercer with 26 years of experience in the alternative investment space. As an alternative investment specialist, he focuses on investment idea generation and due diligence, both on funds and co-investments. A thought leader in the space, he is also a frequent speaker at conferences throughout Asia. Prior to joining Mercer, Johnny was the head of Real Asset and Private Credit for Cambridge Associates in Singapore for 12 years where he researched and diligenced real assets, private credit funds and co-investment opportunities. He was a voting member of the real assets investment committee. He was also actively involved in constructing global real assets and private credit portfolios for several Asian and select European and American pension and endowment clients into funds and coinvestments.  Prior to joining Cambridge Associates in 2011, Johnny worked in several real estate roles such as research, valuations, buy-side/sell-side advisor, including portfolio manager and COO of Ajia Partners, an Asian value-add real estate fund and Co-Head of International Real Estate at HanaDaol Trust in Seoul. He started his career in 1996 at JLL in Indonesia and also worked for CBRE in Korea.   In addition to English, he speaks Bahasa Indonesia, Chinese Mandarin, and Korean and has worked in Bangkok, Beijing, Hong Kong, Seoul, and Singapore.   Johnny is a CFA Charterholder and he holds a Msc. Degree in Real Estate Finance from the National University of Singapore and a BBA degree in Finance and Accounting from the University of Kentucky.

Dr Khoo has over 30 years’ of experience in the design and implementation of enterprise wide investment, banking and risk management models, systems and processes incl. ESG/Responsible Investing. He gained deep practical insights from a career spanning across financial institutions in the USA, Canada, UK and Singapore, including the UK-listed Man Group where he was the Principal Scientist (while still at NTU), designing and running an algorithmic AI-based hedge fund, at American Bourses Corporation which provided robo-based analytical solutions and financial info-utilities to traders and investors in the USA and N Asia, at ATOS Origin, RHB Capital, Singapore Exchange, Standard Chartered Bank, Temasek Holdings, Alberta Investment Management Corporation (AIMCo), CAI, the global airport investment arm of Changi Airport Group (CAG) and AEPW (Alliance to End Plastic Waste), primarily as the Head of Risk Management or at Group CRO level. He holds a PhD in Computational Physics (Material Science) from the National University of Singapore, with post-doc R&D in AI-based data mining and applications in Japan and America. He was also a co-founder of the NTU Centre for Financial Engineering and the MSc in Financial Engineering programme in collaboration with CMU, Pittsburgh in 1999, when he was an academic at NTU from 1993 to 2000. For the last few years, based on his experiences in responsible investing and governance, he has also been leading some training and development initiatives in sustainability-related project and impact financing and education incl. sustainable investing seminars for the institutional investment management and banking industry, at SMU, private and wholesale banks in the ASEAN region, KL-based ASB (Asian School of Business) and the SWF Academy at the London Business School (Dubai and London) previously and INSEAD (from 2025 in Abu Dhabi and S’pore) campuses.

Kazushige has over 30 years of experience in private equity (PE) business. He joined MCP Asset Management (“MCP”) in 2020 and manages private equity business for MCP, including 2 fund of funds programs of Tokyo Metropolitan Government. In parallel, he serves as an advisor for a couple of GPs and Japanese government funds, including Rhone, a global mid-market PE fund, SME Japan (FOFs under Japanese government) and Innovation Platform for the University of Tokyo. Before joining MCP, he was Managing Director at Capital Dynamics (“CD”). He oversaw CD’s primary fund investments in Asia and also served as a member of Global PE Investment Committee and Executive Committee. He also worked for Mitsubishi Corporation (“MC”) before CD. In 2002, He established Alternative Investment Capital as a subsidiary of MC and served as CEO. He holds a bachelor’s degree in Economics from Hitotsubashi University.

Satoshi Watanabe is an experienced investment and business manager responsible for managing client portfolios and business development activities.

Dr. Bhaskar Dasgupta is a Senior Board Member & Business Executive with proven regulatory engagement, strategic business development, fund raising & business transformation experience deploying advanced analytical and pragmatic delivery skills in various regulated and unregulated sectors - banking, markets, crypto, asset management, technology. He is currently the Head of Strategic Development MENA at Apex Group assisting in the development of the region for Apex, a global financial services provider with more than $2.5T AUA – to asset managers, capital markets, private clients and family offices. Apex includes including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.

Catherine Wang, the CEO and CIO of Mulan V Investment, a distinguished family office based in the UAE. Catherine has an extensive background in portfolio management and investment, having worked with several major family offices across Singapore, China, Saudi Arabia, the UAE, and beyond. Her expertise in international M&A is notable, with successful collaborations with industry leaders such as BlackRock, Goldman Sachs, and KKR. In addition to her leadership at Mulan V Investment, Catherine is the Founder and Chairman of the World Family Office Institute (WFOI), a leading think tank headquartered in the UAE. WFOI is dedicated to bridging the GCC with the global community and includes members who are prominent politicians and allocators from Asia, the GCC, Europe, and the Americas. Catherine holds a bachelor’s degree from the China University of Mining and Technology, Beijing (CUMTB), and a Master degree in International Accounting and Financial Management from the University of Glasgow. Her academic and professional background, combined with her deep understanding of global markets, positions her as a key figure in the world of alternative investments.

Chris Rogers is a seasoned business leader and investor with extensive experience across sectors, geographies, and roles in venture capital, corporate development, and entrepreneurship. He is a Partner at Knollwood Investment Advisory, a U.S.-based family office investing globally across all sectors. In this role, Chris advises Knollwood’s 15-member investment team and a 20-person team of data scientists and software engineers, with a primary focus on venture capital activities. The Knollwood Venture portfolio includes over 100 General Partner relationships and more than 400 direct investments. In addition to his role at Knollwood, Chris serves as a Partner at Lumia Capital, a global venture capital firm with a particular emphasis on the MENA region. His involvement in the MENA ecosystem is further underscored by his position as a Board Member at Hub71, Abu Dhabi's global tech ecosystem, where he has been serving since 2019. Chris also holds a variety of leadership and advisory positions. He has been a Board Member at Pitzi, a leading insurtech company, since 2015, and continues to advise numerous companies globally. Previously, Chris served as a Board Member for several prominent organizations, including FreedomPop, Digital Turbine, NII Holdings, ZOS Communications, The Wireless Registry Inc., and LightSquared, where he was elected as the lead independent board member to oversee the company through bankruptcy. Earlier in his career, Chris co-founded Nextel Communications, a pioneering wireless carrier that grew into a multibillion-dollar enterprise and was acquired by Sprint for $35 billion. At Sprint, he held the role of Senior Vice President, Corporate Development and Spectrum, where he led critical strategic initiatives. Chris began his career as an Associate at Jones Day, a leading international law firm. Chris holds a Juris Doctor (JD) from The Catholic University of America, Columbus School of Law, and a Bachelor of Arts in International Relations from Tufts University. His career spans over three decades, marked by accomplishments in venture capital, corporate leadership, and entrepreneurship. He is passionate about fostering innovation and supporting businesses that drive meaningful impact.

Dr. Kyle Daigle, DC, FIBFN-CND, is an internationally renowned authority in Neurological Rehabilitation, celebrated for his groundbreaking work in neurodevelopmental and rehabilitative therapies. With a Fellowship in Childhood Neurodevelopmental Disorders from the International Board of Functional Neurology, he has lectured across the globe on cutting-edge interventions for Traumatic Brain Injuries, Spinal Cord Injuries, Childhood Development Disorders, Mental Health, Chronic Pain Syndromes, Digital Therapeutics, and Photobiomodulation. As Co-Founder of NeuroSolution and co-developer of the revolutionary NeuroSolution ESM Methods (Energy, Sensory, Movement), Dr. Daigle has been at the forefront of neuro-rehabilitation advancements. His role as the co-inventor of Neurosage, a pioneering video game software company that uses targeted auditory and visual stimulation to enhance mental wellness, showcases his innovative approach to digital therapeutics. His work has been spotlighted in USA Today, Medical Daily News, and Forbes Magazine. Dr. Daigle is the published author of two critically acclaimed books, Cracking the Code of Autism and What If You Knew. He has earned accolades such as Humanitarian of the Year and the Lifetime Achievement Award from the International Association of Functional Neurology and Rehabilitation. Licensed as a chiropractor in Louisiana, he serves as a healthcare consultant to private practices and nursing homes. Further expanding his impact, Dr. Daigle co-founded the NeuroSolution Center of Dubai, a premier neurological rehabilitation facility offering advanced treatments for traumatic brain injuries, spinal cord injuries, chronic pain, neurodegenerative conditions, and executive wellness. At this cutting-edge center, he also helped pioneer a Photobiomodulation-Enhanced PRP therapy integrated with peptide treatments. Beyond healthcare, Dr. Daigle’s ventures extend into the oil and gas sector, where he is involved in SwellFrac technology and the Carbon Nanotube Project, bridging his expertise in science with groundbreaking innovations in the energy industry

Jarred Glansbeek founded RisCura in 1999, a company built on the foundations of liability-driven investment (LDI) and effective institutional risk management. He possesses extensive expertise in quantitative portfolio techniques and complex financial instruments, alongside judgmental and active risk management. Jarred has honed this wealth of experience and skill in the asset management and retirement fund industries through previous roles as an Executive Director at two significant asset management companies and as a consultant to some of the largest institutional funds in emerging markets. As the current Chief Investment Officer (CIO) of RisCura, Jarred's primary focus is to ensure that RisCura's global institutional client base receives optimal portfolio performance. This is achieved through tailored investment asset class structuring that caters to their specific needs and by ensuring the best possible efforts and service from all their investment service providers. These efforts extend predominantly to emerging and frontier markets, encompassing all mandates, listed and private assets, and covering all areas of traditional equity, fixed income, and real estate. Equally important is the emphasis on transformational areas for these markets, such as venture capital and infrastructure.

Kevin Ernst brings over 34 years of experience in senior positions at industry-leading organizations such as Merrill Lynch, UBS, NYSE, and AMEX. Currently, he serves as the Chief Investment Officer for a Canadian family office in Toronto, actively investing in technology, mining, life sciences, and real estate. With extensive expertise in cross-listings, IPOs, and SPAC transactions, Mr. Ernst was directly involved in over 225 deals during his tenure with NYSE and AMEX, specializing in mining, healthcare, technology, and agricultural sectors. Kevin served as Senior Vice President within Merrill Lynch's Family Office Division for 12 years. Mr. Ernst was also a managing partner at a Hong Kong merchant bank, raising capital for US and Canadian issuers in Asia. He holds a bachelor's and MBA in finance from Rutgers University, along with a Certified Investment Management Analyst (CIMA) designation from the Wharton School. Mr. Ernst holds Series 7, 63, 66, and 79 licenses.

Elaine drives the global commercial strategy at SDAX. She has been in finance for 28 years specialising in private equity and wealth management, recently spending 10 years at Merrill Lynch as Head of Sales EMEA in Wealth Management and covered family offices for Global Markets out of London and Paris. She began her career with Edmond Safra, advising some of the largest family offices on real estate private equity in the former Soviet Union and became COO of Macau casino tycoon, Stanley Ho’s online gaming business in 2000. She has also worked at McKinsey, Lehman Brothers and Wasserstein Perella, specializing in M&A and Restructuring. Elaine graduated with a degree in Economics cum laude from Harvard University and speaks 6 languages. She was a former Milken Young Leader 2014, trained as a chef at the French Culinary Institute and worked at Cipriani in New York in her free time.

Mina Lu is CEO of the Victoria Siegel Foundation/Victoria’s Voice Foundation, where she has driven the philanthropy of billionaires David and Jackie Siegel since they lost their 18-year-old daughter Victoria to a drug overdose in 2015. As CEO, Mina leveraged her expertise as a serial entrepreneur to develop the infrastructure for Victoria’s Voice, valuing its ROI as lives impacted and saved. She has led the development of investment and strategic partnerships as well as all programs and projects since the organization’s inception as a private foundation and its subsequent transition to a public charity. Every step and accomplishment along the way has been guided by the foundation’s four pillars of change: Drug Education and Outreach, Naloxone Awareness and Access, Drug Policy Support, and Influencing Behavior Through Victoria’s Voice. Mina brings extensive business and media experience to her role as CEO, having built, operated, and sold her own companies in real estate development, construction, coal mining, media, and television programming. Along the way, she has created a network of hundreds of family offices and built strong relationships with co-investors committed to financially support the foundation’s programs while also investing in technology solutions to address mental health and addiction. Mina’s role has also grown to include becoming a senior adviser to the Siegel family and several other high net worth families within her network related to strategic partnerships, capital and investment allocation for wealth building and expansion of philanthropic investments. In this capacity, Mina leverages her financial acumen to help these families optimize their wealth management strategies while simultaneously amplifying their charitable impact, ensuring a balanced and holistic approach to wealth stewardship. With more than 10 years of experience as Executive Producer of hit shows on major television networks, Mina channeled her extraordinary skills into the development of powerful prevention education video programs at Victoria’s Voice. She also oversaw the development of the foundation’s most impactful resource: Victoria’s diary, a personal account of her devastating journey to addiction from the age of 12 until her death at 18. To date, Victoria’s Voice has published and distributed nearly 100,000 free copies of her diary, inspiring thousands of teens to seek help through counseling. Over time, Victoria’s Voice rolled its youth education programs together under the Save Our Kids moniker. A core component of Save Our Kids is the foundation’s live School Speaker Series. This program has been well received by some of the largest school districts in the U.S., including Orange County Public Schools in Florida and the Clark County School District in Nevada. The thousands of messages received from parents, teachers, and teens who have been directly touched and saved by our speakers are a testament to the impact of the foundation’s programming. More than one million individuals across nearly 600 schools and 42 states have been impacted by Save Our Kids, with the goal of reaching all 50 states. Mina’s accomplishments include the development of the Victoria’s Voice Second Chance Treatment Assistance Program, which partners with highly vetted treatment facilities to provide free 90-day treatment stays for those who cannot afford the cost of care. She brokered a powerful partnership with an organization of 17,000 pastors among 25 denominations in 50 states to further expand distribution of the foundation’s parent and youth prevention programming. She also orchestrated production of the foundation’s collaborative One Step Away program for incarcerated parents, which is now available in 565 facilities in 42 states. Realizing the value of media, Mina has led a strong media and social media campaign in partnership with influencers with a combined 100 million+ followers, and she has partnered with the largest syndicated television network in the country, Sinclair Broadcast Group. Celebrities like Priscilla Presley, Tim Tebow and the Wolf of Wallstreet, Jordan Belfort, have shared their stories and influence through Victoria’s Voice and groups that support its mission. With her strong belief in the power of collaboration, Mina has partnered with reputable organizations like the Las Vegas Raiders, Smiths, UFC, and the Boys & Girls Club. She has also worked with countless government leaders and agencies to support the distribution of opioid overdose reversal medications like naloxone, including the DEA, ONDCP, HIDTA, CADCA, governors, attorneys general, sheriffs, and police chiefs. Under her leadership, the foundation’s programs have generated the support of major corporations like Pepsi, US Foods, and Interval International, to name a few. Upholding the principles of David Siegel, who believes it will take a village to move the needle in the fight to end the drug epidemic, Mina envisioned and launched the Save Our Kids Forum, now in its fourth year. What started as a three-hour conference is now a one-day symposium that brings together 100 government, prevention, healthcare, and business leaders to address the mental health and drug addiction crisis in the country. After a series of panel and round table discussions, the event culminates in a commitment by each attendee to actively implement at least one of the solutions discussed within their area of influence—and to return the following year to share the results. Speakers have included the nation’s drug czars, ONDCP directors, attorney generals, bipartisan elected officials, highly reputable CEOs of organizations like the Boys & Girls Club, and top medical experts. In response to the catastrophic rise in overdose deaths from fentanyl—now the number one cause of death among Americans ages 18 to 45—Mina led the 2023 initiative to secure a bipartisan federal resolution declaring June 6, the day Victoria died, as National Naloxone Awareness Day. Extending this effort, Florida Governor Ron DeSantis signed Victoria’s Law in June 2024, directing the Departments of Health and Children and Family to implement naloxone and fentanyl awareness campaigns on the newly established Revive Awareness Day. Following these milestones, Mina and her team launched Get. Give. Save., a massive media campaign to spread awareness of lifesaving opioid overdose reversal medications like naloxone. As a result, Victoria’s Voice earned more than one billion impressions and the support of Niagara Falls and 75 monuments, bridges, and landmarks across America, which were illuminated purple on June 6, 2024, in recognition of National Naloxone Awareness Day. Alongside these efforts, Mina continues to lead her team in driving the distribution of Victoria’s Voice education and awareness programs in all 50 states through creative private and government partnerships. The innovative Beauty For Good program, for example, was created in partnership with the Mrs. America Pageant System and its passionate beauty queens, who genuinely want to save lives and serve their communities across the political and business spectrums. Mina has also begun forming a strong relationship with SHRM, the premier association of human resources professionals. This partnership aims to expand the distribution of the foundation’s VITAL SIGNS drug prevention program for parents to SHRM’s 300,000 employer members and their collective network of 100 million employees. Large employers like Westgate Resorts and LVMH co-owned Starboard Cruises have already started making the program available to their team members. Having built a world-class team that continues to deliver beyond its strategic plan year after year, Mina is focused on building stronger alliances and deep relationships with hundreds of family offices and individuals with significant networks and resources to effect change in every area of investment and opportunity, in a spirit of philanthropy and mutual support.

Josh Roach is a trusted peer and long-time member of the SFO (single-family-office) community where, over the last fifteen years, he has created significant social capital through his efforts to build like-minded networks and collaborative models to: (a) merge common interests and objectives, (b) pool and leverage specialized industry knowledge and skill sets, and (c) optimize alignment between asset owners in co-investment vehicles. He is Managing Director of Meritage Group, a private investment firm and investment family office for the Simons family and principals of Renaissance Technologies. Meritage Group is a fundamentally oriented investment firm investing across all asset classes, including control stakes in direct private operating platforms. Prior to Meritage Group, Josh was co-manager and family principal of LCP (Lloyd Capital Partners LLC), an investment company vehicle for the Henry Demarest Lloyd Family, whose wealth creation originated from its shared ownership in The Chicago Tribune starting in 1873 through to its public listing on the NYSE in 1983. Josh is a frequent speaker on the topics of collaborative networks and co-investing at trusted SFO forums and has chaired events such as Campden Wealth’s North American Family Investment Conference, Institutional Investor’s Family Office Wealth Forum, and Stanford University’s Global Projects Center’s Stanford Investor Forum. Prior to joining the SFO community, Josh spent ten years in the software industry in corporate development roles where he worked with the various company’s venture partners on strategic initiatives, acquisitions, and exits. Josh graduated from the University of Vermont in 1993. Prior to that he was a nationally ranked alpine ski racer and attended Killington Mountain School and graduated from Choate Rosemary Hall. The Meritage strategy was established by Jim Simons and Nat Simons in 1997 to manage excess capital generated by Renaissance Technologies’ Medallion Fund. Meritage Group currently manages in excess of $10B (as of January 1, 2023), primarily from the Simons family and from current and former principals and employees of Renaissance and Meritage and their respective families. Meritage Group is a core of holding of its primary investors with a focus and philosophy on wealth preservation. Meritage executes a fundamentally oriented, evergreen investment strategy, designed to generate low double-digit returns with a fraction of the market exposure, resulting in a lower volatility portfolio. Meritage has a long history of generating alpha for its investors. The portfolio is a diversified holding of assets consisting of private direct equity control operating platforms, real estate assets, public equity, private credit, and opportunistic and specialized investment ideas. Meritage has approximately 50 employees (25 investment analysts and 25 staff) in offices located in Greenwich, CT, San Francisco, CA and New York City, NY

SJI is operated by the Tandon family. The Tandon family office has invested in real estate for almost 20 years. The Tandon family is a 2nd generation enterprise and real estate investment group. Divya Tandon is the president and chief executive officer of the family office. The family actively seeks investments in multifamily real estate throughout the US. Its focus is value-add. SJI believes that there are an exorbitant number of opportunities to invest in the US multifamily sector. The family office actively seeks to invest in a wide range of operators and asset managers focused on the multifamily industry. Divya’s first real estate acquisition occurred in 2004 and since then she has been heavily involved in the world of investing. Divya is not just allocating to stable asset classes like real estate but also diversifying beyond public markets and in investments that have the potential for higher returns with proper due diligence. Divya Believes capital needs to be redistributed for wealth preservation and growth. Divya is goal-driven and believes in ownership or direct investment in every project she participates in. Divya has been full cycle in 40 real estate transactions. Her expertise includes site analytics, construction, operations, and real estate sales. Divya works to find opportunities that align with the family office’s long-term goals. Divya’s goals at the family office include wealth preservation and growth. Divya was born in Lucknow, India and graduated from college in Sydney, Australia. Her last corporate position was as a Senior Systems Analyst at NASDAQ prior to investing capital full time.

Gita Advani is an Operational Due Diligence (ODD) Senior Analyst in Albourne Partners Singapore. She conducts ODD reviews on alternative asset managers across APAC. She started her career 12 years ago in audit in the Big 4. She graduated from the University of Southern California and is a CPA and a CAIA designation holder.

Rachel Chia serves as the Chief Executive Officer of SDAX, bringing over 20 years of diverse experience across investment banking, fintech, and law. A dual-qualified attorney in the US and UK, Rachel earned her credentials from esteemed institutions such as the University of Chicago and the London School of Economics and Political Science. She has held senior positions at prestigious international law firms, including Clifford Chance and Latham & Watkins, as well as at leading investment banking organisations like Bank of America Merrill Lynch. Her expertise also extends to fintech and blockchain, where she played a key role in innovative projects, including a fine art blockchain initiative and the development of a stablecoin.

Mr. Ing is President for his family, Inggroups. He spent his career in the area of family investments and international business. His family was originally in the publishing and international trade business. His investment segments include real estate development and investments, technology, and energy. Technology includes IP with applications in energy, renewable energy, real estate development, construction and agriculture, among others. He looks for strategic and synergistic investments and partners with strong groups. He has developed some patent pending technologies and proprietary investment models that leverage the various portfolio investments. The investment philosophy includes improving overall financial returns with innovation, new models and concepts, strategic partners and investments, and improved efficiencies. Equally important is to do this while also paying close attention to collaborate, improve lives and create positive outcomes for all stakeholders for long term success and financial sustainability. He has supported various social causes and charities in the US and Internationally. Mr. Ing has been a speaker over the years at various industry meetings and conferences. Mr. Ing graduated from New York University.

Ms Kathleen Ng is the managing director and a founder of Asia Private Equity Centre Ltd (Asia PE Centre) which has been providing comprehensive research on the PE/VC industry in Asia since 1991. Its flagship publication, Asia Private Equity Review, is the leading journal in the Asian private equity industry. Based on its data bank dating back to 2000, its Asia PE Index tracks performance of funds’ portfolios. Asia PE Centre manages the Institute of Asian Private Equity Investment which provides training, using Asia-based live case studies. Ms Ng is the industry’s longest-serving analyst and is regarded as an authority on the Asian private equity venture capital industry.

Eric Teng is the Group Chief Operating Officer of The Straits Trading Company Limited and Chief Executive Officer of Straits Developments Private Limited. Eric oversees the Group’s strategic initiatives, including capital markets, real estate, hospitality, and the “Co-Invest” investment platform. He is responsible for driving business transformation, growth opportunities, and managing corporate functions. Eric began his career with the Tecity Group in 2005 and was the first CEO of the Tan Chin Tuan Foundation. From 2009 to 2015, he held senior roles at Straits Trading, including CEO of Property and Hospitality. He served as CEO of SGX-listed Heeton Holdings Limited from 2016 to 2019. Eric rejoined Straits Trading in 2019 and continues to serve as an advisor to both the Tecity Group and the Tan Chin Tuan Foundation. He holds an MBA from the National University of Singapore.

An experienced executive with more than ten years of diverse expertise in investment management, corporate governance, and leadership within the healthcare, construction, and real estate industries. As Vice Chairman and Executive Board Member of Moraal Holding being instrumental in driving the transformation of the group & setting the stage for sustained growth. As a Civil Engineer in addition to his Executive MBA from the renowned London Business School, where he specialized in Finance, Strategy, and Entrepreneurship, along with his extensive leadership experience across various industries, provide him with a unique perspective on the intersection of healthcare infrastructure and investment opportunities. His deep understanding of the healthcare landscape allows him to take a strategic, forward-thinking approach that appeals to both investors and stakeholders. In addition to his role at Moraal Holding, he is part of the Board of Yainvest AG, an innovative software company, where he contributes his insights into tech-driven growth strategies.

Ajay leads the Listed Equities vertical at Nuvama Asset Management. Over the last 18 years, he has built a strong track record of generating significant alpha, across all market phases. Driven by the philosophy that one should marry their profits and not their stocks, he believes in seeking out opportunities where the risk reward balance is asymmetric. As manager of the Nuvama Enhanced Dynamic Growth Equity [EDGE] fund, Nuvama Equities eXpansion Target (NEXT) PMS, Nuvama Absolute Return Strategy PMS, Nuvama Multi-Asset Strategy Return Fund and LEAP Index, he leverages his deep domain expertise in fund management and fundamental research across asset classes. Prior to Nuvama, Ajay was one of the earliest members of the equity desk at the treasury of Reliance Industries Limited. He was the key architect behind developing and institutionalizing the investment process, operations, research capability, as well as scaling up the fund assets and portfolio. Under his stewardship, RIL scaled its equity asset base from USD 200 mn to USD 1 bn+ in just five years. Ajay began his career with Enam Asset Management, where he rapidly rose the ranks from an analyst to Head of Research and became the Co-fund Manager of a USD 1 bn fund in a short span of six years. Being a prolific researcher who’s always looking to get the big picture right, Ajay has this innate ability of spotting global and domestic market trends early on, while also identifying stocks that are backed by sound business models with a significant growth potential. His investment philosophy resonates with an active and target-based approach which has enabled him to consistently deliver superior risk adjusted returns. Ajay has an MBA in Finance. He is a voracious reader, a travel buff and enjoys challenging board games. When Ajay is not thinking markets, he loves spending quality time with his son.

Christiane El Habre brings over two decades of experience in the MENA financial services industry. She joins Apex Group from international management consultancy Elkho Group where she was Partner, Chair of the Board and CEO of Middle East operations. Prior to this, Christiane was CEO and executive board member FFA Private Bank (Dubai) a specialized investment bank in Dubai International Financial Centre (“DIFC). Christiane held senior positions in Gap Corp in Dubai, and she spent 5 years at FFA Private Bank in Lebanon as the Head of Treasury and Operations. She is a member of the GCC business community, serving on the boards of several non-profits, where she is committed to mentoring and coaching young professionals in the finance industry. Christiane graduated from St Joseph University (USJ) in Beirut with a degree in Finance, she completed further education from IE business school in High Impact Leadership, and from the Oxford University in advanced Fintech

James co-founded CAASA in response to industry support for a Canadian alternatives association to serve all aspects including: hedge / alternative strategies; liquid alternatives; private lending; private real estate; private equity; plus emerging areas where Canada is a leader such as digital assets / blockchain and robo-advisors. Prior to CAASA, James was the Chief Operating Officer of AIMA Canada where his team of three worked with 12 committees to produce 50-60 events per annum across Canada, organized 100+ committee meetings, and increase member numbers over his 7-year tenue from 66 to 164 corporate entities. CAASA currently has more than 350 members. James currently sits on the Canadian Investment Funds Standards Committee (CIFSC), which categorizes mutual funds and alternative mutual funds (aka liquid alternatives) for the retail space in Canada. He is also called upon by membership and industry groups to speak to risk ratings and portfolio placement of all types of alternative investments. James also has experience in research and writing for the CAIA Association (holding the designation since 2006) as well as serving on CAIA’s exam council and as a well as other duties. He had roles in institutional sales and FoHF structuring in Seoul, South Korea, as a Product Manager at ICICI Wealth Management, and as an Investment Advisor at RBC Dominion Securities. James graduated from Simon Fraser University with a BBA (Finance).

In this role, Shiv provides leadership to one of India’s largest equity franchises and is responsible for the Capital Market businesses, including Institutional Equities (covering sales, research, and trading) and Asset Services. Shiv has worked in the investment management and financial services industry for more than two decades, the majority of which has been in emerging market funds in the pan-Asia markets. Prior to his current role, Shiv led the Goldman Sachs Institutional Sales Trading, Equity Capital Markets business in India, responsible for the firm's franchise relationships. Shiv was also appointed to the Goldman Sachs India board to oversee the day-to-day operations and provide executive leadership on various firm committees. Before joining Goldman Sachs, Shiv was CEO of Artha Capital, Singapore. Shiv is regularly featured in seminars and articles in Economic Times, ETnow, The Mint, Business standard and other financial journals. He is also a regular speaker and presenter at various India Financial Markets Conferences, Global Hedge Fund summits and a regular Jury member for the AIWMI’s 40 under 40 campaign for excellence in the field of alternative investments. Shiv has extensive experience of working in long-short emerging market hedge funds in Sydney and Singapore. He is a Chartered Financial Analyst from the CFA Institute, USA and holds a Masters in Banking and Finance from Griffith University, Brisbane.

Spike has 30+ years investment experience and has been directly responsible for raising assets over USD 15bn. He was one of the founders of the Skandia Investment Group and personally innovated several market- leading fund ranges, including the industry popular Best Ideas funds. He was the founding Managing Director of the discretionary and multi-manager businesses at FTSE 100 giant Hargreaves Lansdown and was also Strategic Adviser to the CEO of AXA, where he contributed to the launch of several market-leading propositions. Cohesion was founded by Spike and is chaired by James Caan CBE, one of the UK’s best-known entrepreneurs. Cohesion is a specialist investment management business with a focus on India through its exclusive partnership with renowned investor Madhu Kela. Madhu is one of the best-known and most celebrated investors in the Indian capital markets, with many accreditations and awards to his name having managed one of the most successful funds in India's history. Spike has many years of experience as a director on the board of funds and, also as a director of investment management businesses, with particular experience of India-focussed investments."

Stéphane is the Group Chief Operating Officer at Arcapita and Senior Executive Officer at Arcapita Investment Management Limited, a wholly owned subsidiary by Arcapita in Abu Dhabi. He brings more than 20 years of financial services experience gained from senior management, strategy, risk and governance roles across Europe, North America and the MENA region. Stéphane oversees Infrastructure and Risk at Arcapita. Prior to joining Arcapita, Stéphane held senior management roles in banking, private equity and consulting. During his time at Morgan Stanley, he had several COO roles, including MENA COO, before becoming European Head of Legal Entity Risk Management. More recently, he was COO for Panmure Gordon in the UK, and also supported early-stage Fintech and Venture Capital firms with their growth strategies and build out. Stéphane has an MBA from Columbia Business School, USA, and holds a BA with honors from Amherst College, USA.

Sagar Shah works with NIIF in Singapore as part of their Investor Relations & Partnerships team. He has over 15 years of experience across private markets fundraising and investment banking, and has worked across a full range of asset classes and geographies. Recently, he worked at Lazard Private Capital Advisory, and led their team's fundraising efforts in the Asia Pacific region. His responsibilities include investor coverage as well as the fundraising advisory. Prior to joining Lazard, he worked in-house at the Investor Relations team of PAG, a Hong Kong based alternative assets manager, raising money for their Private Equity and Private Credit funds. Previously, Sagar worked in investment banking at Goldman Sachs in Hong Kong and Bank of America in London. He completed his B.S.B.A from Georgetown University in Washington DC and his MBA at NYU Stern School of Business. He is also a CFA Charterholder.

MJ (“Manoj Jain”) is an investor, researcher, advisor, and successful serial entrepreneur. Based in Singapore, MJ has professional experience and investment interests in India, US, Europe & China focused on healthy ageing, climate tech and digital transformation. MJ is currently focused on ESG to solve what he believes in pollution-related existential crisis. He is chairman of the board of Singapore-based circular economy company that converts waste plastic to useful fuels. MJ’s diverse experiences include cross-border M&A, trade, infrastructure investments, innovation, and strategic diversification. MJ authored a book on the China’s Belt & Road Initiative highlighting multilateral trades, risk management and large infrastructure investments in developing economies. Previously MJ was the founder and executive chairman of US-based leading provider of equity research and quantitative analytics firm with global offices. MJ’s work experience includes Unison Capital, McKinsey, and JP Morgan. MJ is an engineer, MBA, research fellow, YPO, and has traveled to over 100 countries. MJ can be reached at: mjain@unisconcap.com

Leena Khalil Partner at Key Capital, the Middle East pioneering Secondaries Fund Leena is best known for co-founding Mumzworld.com in 2011, a groundbreaking platform dedicated to simplifying the parenting journey in the region reaching 2.5 million mumz. Under her leadership, Mumzworld.com flourished, becoming a household name before being fully acquired by Tamer Group, a Saudi healthcare powerhouse. In 2024, Leena transitioned from her role as CEO, marking a new chapter as she drives value at Key Capital. Before venturing into entrepreneurship, Leena built a strong foundation in investment banking in London, where she led equity transactions for TMT clients across diverse geographies. A graduate of Cambridge University with a BA in Electrical Engineering, Leena relocated to the region in 2009, and now splits her time between Saudi Arabia and the UAE. Her regional impact garnered widespread recognition, earning her a spot on Forbes Middle East’s list of top female entrepreneurs for four consecutive years, including the most recent Forbes 2023 list. In 2023, she was also named one of the most powerful retail leaders by Retail ME. Leena is committed to advancing the entrepreneurial ecosystem through her roles as a member of the Sharjah Entrepreneurship Center (Sheraa) Board of Advisors, a mentor at the Win Fellowship, and a judge for Eureka!, the Gulf region’s edition of Asia’s largest business model competition.

Kapil Hingorani, President & Senior Advisor, Credence Family Office - India. I am the Advisor to key reputed Indian Families & Indian Film Celebrities. For the past 2 decades, I have specialised in Understanding & Helping these Families achieve their Long-term & Short-term Financial Goals. I specialise in Allocating Funds & working very closely with Fund Managers in India into various domains like - Listed Equity Markets, Private Equities, Fixed income & Early Stage Allocations and manage a total of Half a Billion Dollars currently. My Professional Mantra: Returns are generated by Markets. We don't Control Returns. What we Control is RISK. Thats the Game! Asides work, I am a fitness enthusiast, an avid reader and a crazy traveler!

Dr Sabine Schaffer is Co-Founder & Managing Partner at Pro-invest Group. Since the inception of the business, she was instrumental in establishing Pro-invest as one of the leading integrated real estate platforms within Australasia, covering all aspects of development, asset management, and day-to-day operations. The Group currently manages in excess of 3 billion AuM across hospitality and commercial assets in the form of closed-end funds, managed accounts as well as co-investment programs. One of the biggest achievements is the positioning of Pro-invest as a leader when it comes to ESG, proven by the fact that all the assets within the Pro-invest estate to date are achieving some of the highest environmental ratings ( including the very first carbon-neutral hotel according to NABERS ratings) Sabine’s career started more than 25 years ago and spans from looking after Private Equity investments at 3i into retail schemes, working on high profile projects with McKinsey & Company focusing on Finance and Public Affairs in Europe to working as Director of Investments at a GCC based Private Equity firm responsible for setting up and managing Private Equity Funds and sourcing co-investment opportunities across the region. Sabine focused on Real Estate and established a Real Estate Development Fund in the GCC for newly built office buildings. Sabine holds a Master’s degree from Harvard University as well as a PhD in Economics from Leopold Franzens University, Innsbruck, Austria.

Ashish Sharma is a Managing Partner at InnoVen Capital, Asia’s leading venture & growth debt firm, with presence across India, China, and Southeast Asia. He is also a member of the Investment committees for various InnoVen funds. InnoVen is recognized as a pioneer in the Asia venture debt space and has invested in over 400 companies, with 50 reaching unicorn milestone. Ashish has over 25 years of professional experience across general management, investing, Strategy, M&A and Corporate Finance. He has extensive global experience having worked across India, US, Japan & Europe. Prior to InnoVen, Ashish served as the President & CEO at GE Capital India, where his responsibilities included oversight of several financial services companies, as well as Joint Ventures such as SBI Card, a leading Credit Card player in the Indian market. In the past, Ashish has served on the boards of several companies such as SBI Cards, GE Capital Services India, GE Money Financial Services, GE Maruti Countrywide. He also served on various industry bodies such as CII National Banking Committee, CII National Committee on NBFC’s, CII National Committee on Financial Inclusion & Digitization.