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Saturday, 07 Oct 2023
10:00 AM - 6:00 PM
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Marina Bay Sands Expo & Convention Centre

Organised By : MoneySense and CPF



"Ready For Life" Festival

The "Ready for Life" Festival is back on 7 October 2023 at Marina Bay Sands Expo & Convention Centre!

Don't miss this exclusive in-person event organised by CPF Board and MoneySense.

We have an exciting line-up of talks by financial experts covering everything from growing your savings to investments and legacy planning. You also get to explore other wellness topics such as volunteering, travelling and career planning. That's not all - there is a myriad of booths for you to discover and learn new knowledge! So join us and re-imagine your future.

For more information, visit cpf.gov.sg/ReadyforLife


Investment Talk: 2.30pm to 4:00pm

Staying the Course: Building Resilience in Times of Inflation

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What do inflation, high interest rates and volatile markets mean for investors? How can investors build portfolio resilience and protect their investments in such times? Hear our industry experts provide an update on the market outlook, discuss different types of investments and share considerations on Environmental, Social and Governance (ESG) investing.


Speakers and their Topics

Topic: Investment Outlook and Market Updates


Speaker: Vasu Menon, Managing Director, Investment Strategy, Wealth Management Unit, OCBC Bank

Vasu is the Managing Director, Investment Strategy at OCBC's Wealth Management unit. He has more than three decades of experience. Vasu speaks regularly at seminars and is sought-after by the media for his insights. In 2017, he was conferred the designation "Fellow for Wealth Management" by the IBF - a title conferred upon industry veterans who have demonstrated mastery of a profession and exemplify thought leadership and commitment to industry development.


Topic: Building a Resilient Investment Portfolio

Speaker: Roseline Fong, Head of Insurance and Financial Planning (SEA), HSBC Global Private Banking and Wealth

Roseline is the Head of Insurance and Financial Planning SEA in HSBC Global Private Banking and Wealth. An industry veteran, she was conferred IBF Fellow Award 2022 and is currently an adjunct instructor at WMI. She is also Immediate Past President of FPAS and is on the Exco for more than 7 years now. Roseline holds a MSc from NTU, BSc from NUS and is a qualified TEP, CFP, ChFC and CLU.


Topic: How to Hedge Against Inflation? (Bonds and Equities)


Speaker: Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management

Eddy is the Chief Investment Officer of Maybank Group Wealth Management with over 20 years of experience and is responsible for the bank's investment and asset allocation strategy. He has worked at other financial institutions such as Bank of Singapore, Barclays, DBS and Merrill Lynch. He holds a Master of Business Administration degree from Ivey School of Business and is a Chartered Financial Analyst.


Topic: Go Green with ESG Investing 


Speaker: John Lau, Executive Director, Sustainability Lead, Group Personal Financial Services, UOB

John is currently managing the Wealth Management Treasury business for UOB’s Personal Financial Services Division. His portfolio includes product management, solution advisory, sales specialists and treasury dealing. He has more than 19 years of experience spanning across multiple asset classes. He is also the Sustainability Lead for Group Personal Financial Services; supporting the bank’s aspiration to be the leading bank in ASEAN promoting sustainable living, payments and investments for its consumer bank clients.

Last updated on 07 Sep 2023

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