(Seminar) Singapore REITs Outlook: What’s ahead for 2025 – SGX Academy

Post author:Marubozu
Post published:December 26, 2024

Unlock the Potential of REITs in a Dynamic Interest Rate Environment

Join us for an exclusive seminar to delve into the effects of recent interest rate cuts on REITs, borrowing costs, yields, and valuations. Gain valuable insights on navigating these changes and optimizing your REIT investments. Discover strategies to leverage opportunities and enhance your investment in an evolving interest-rate environment.

Key Highlights:
Expert Insights: Learn from industry experts as they unravel trends, challenges, and opportunities shaping Singapore’s REIT landscape in 2025.
Sector Resilience: Discover how different REIT sectors are positioned for the year ahead and identify those best suited to thrive in varying market conditions.
Alternative Asset Classes: Gain insights from REIT managers on specialist and non-traditional asset classes, including outlet malls, social infrastructure, student accommodation, and data centers.
Interactive Discussions: Engage in discussions, network with fellow investors and industry experts, and delve into key topics such as sector performances and macroeconomic influences.

Secure your seat now and stay ahead in the dynamic world of REITs!

Event Details

Date & Time: 8th January 2025, 7.00pm – 9.30pm
Registration opens at 6.15pm

Location: SGX Auditorium, Level 2, SGX Centre 1, 2 Shenton Way
Singapore 068804

Dress Code: Smart Casual

Registration is required.

Speakers

Programme

Kenny Loh is an Wealth Advisory Director and REITs Specialist of Singapore’s top Independent Financial Advisor. He helps clients construct diversified portfolios consisting of different asset classes from REITs, Equities, Bonds, ETFs, Unit Trusts, Private Equity, Alternative Investments, Digital Assets and Fixed Maturity Funds to achieve an optimal risk adjusted return. Kenny is also a CERTIFIED FINANCIAL PLANNER, SGX Academy REIT Trainer, Certified IBF Trainer of Associate REIT Investment Advisor (ARIA) and also invited speaker of REITs Symposium and Invest Fair. You can join my Telegram channel #REITirement – SREIT Singapore REIT Market Update and Retirement related news. https://t.me/REITirement

You can join my Telegram channel #REITirement – SREIT Singapore REIT Market Update and Retirement related news. https://t.me/REITirement

(Seminar) Unlocking Yield: Mastering Your Portfolio in a New Rate Era

Post author:Marubozu
Post published:October 18, 2024

Join us for Part 2 of our three-part series, “𝐔𝐧𝐥𝐨𝐜𝐤𝐢𝐧𝐠 𝐘𝐢𝐞𝐥𝐝: 𝐌𝐚𝐬𝐭𝐞𝐫𝐢𝐧𝐠 𝐘𝐨𝐮𝐫 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐢𝐧 𝐚 𝐍𝐞𝐰 𝐑𝐚𝐭𝐞 𝐄𝐫𝐚,” in collaboration with PhillipCapital B2B Team. This seminar will focus on tracking interest rate cuts and exploring investment opportunities to secure yields as T-bill rates are expected to drop in the coming months.

I’ll be sharing various investment options in anticipation of further rate cuts in 2025 and how to build a diversified portfolio comprising different asset classes to optimize risk-adjusted returns. We’re excited to have David Z Wang from Helicap as our guest speaker. I call him Mr. 10 Percent, as his fund has consistently delivered around 10% returns over the past few years. Hear from him firsthand on how he and his team achieve such consistent performance.

Join us at Phillip Securities Pte Ltd (PSPL) at 250 North Bridge Road, #06-00 Raffles City, for an insightful event where you can learn how to navigate your portfolio in this new rate era. Our experts will share valuable insights and strategies to help you unlock maximum yield from your investments. Don’t miss out on this opportunity to master your portfolio! See you there.

👇Register here:
https://lnkd.in/gcYrh7YR

📅 Date: Oct 21, 2024 (Monday)
⏱️Time: 7:00pm to 9:00pm
📍Venue: Phillip Securities Pte Ltd (PSPL)
250 North Bridge Road, #06-00 Raffles City

Registration starts at 6:30pm.

𝐒𝐩𝐞𝐚𝐤𝐞𝐫𝐬 𝐏𝐫𝐨𝐟𝐢𝐥𝐞
Kenny Loh, CFP® AEPP® IBFA MBA is a Wealth Advisory Director specializing in holistic investment planning and estate management. He helps clients grow their investment capital and create passive income for retirement. I also facilitate tax-efficient portfolio transfers to beneficiaries, ensuring tax-free capital appreciation and optimized wealth transfer through strategic asset structuring. Additionally, Kenny is also a SGX Academy trainer specializing in S-REIT investing and he presents his view monthly on MoneyFM89.3.

David Wang is the Co-Founder and Group CEO of Helicap, a leading FinTech private investments firm. With over a decade of experience in finance and technology, David has been instrumental in driving innovation and growth in the alternative investment space. Under his leadership, Helicap has emerged as a pioneering platform that connects investors with robust investment opportunities across various asset classes.

(Seminar for Estate Planning) Navigating the Complexities of Digital Assets: Ensuring a Seamless Transfer

Post author:Marubozu
Post published:October 4, 2024

Navigating the Complexities of Digital Asset Estate Planning: Ensuring a Seamless Transfer

Join us for an insightful event where we will delve into the intricacies of digital asset estate planning. Learn how to safeguard your online assets and ensure a smooth transfer to your loved ones. Our experts will guide you through the process, providing valuable tips and strategies along the way. Don’t miss out on this opportunity to secure your digital legacy! This event is free to attend, but registration is required.

Event Location: 80RR Fintech Hub SG

Time: 7:30pm – 9:30pm

Key Takeaways:

Challenges of Estate Planning in New Era: Understand the new threat in our wealth distribution and how our estate can fall into the wrong hand.
Basics of Asset (ABCD) Distribution: Understand the fundamental principles of asset distribution.
US Federal Estate Tax Implications: Discover the tax liability and implication on US stock investments and Digital Assets.
Digital Asset Wealth Transfer: Discover ways to protect or transfer your Digital Assets to your loved ones in a seamless way.

Join us to gain valuable insights into estate planning and take the first step towards effectively guarding your wealth. No prior knowledge is required, and all are welcome.

Registration starts at 7:00pm.

Speakers Profile

Mr. Kenny Loh is a Certified Estate & Legacy Planning Consultant and also a CERTIFIED FINANCIAL PLANNER (CFP). Kenny has more than 10 years in Holistic Estate Planning experience, using a unique “3-in-1 Will, LPA and Standby Trust” solution, to address his client’s social consideration, legal obligation, emotional needs and family’s harmony in his approach. Kenny has Double Master degree in Business Administration and Electrical Engineering, and also an AEPP (Associate Estate Planning Practitioner) jointly awarded by The Society of Will Writers & Estate Planning Practitioners (SWWEPP) of The United Kingdom, in collaboration with Estate Planning Practitioner Limited (EPPL), the accreditation body for Asia.

LinkedIn: https://www.linkedin.com/in/kennyloh-investment-retirement/

Personal Profile: https://engage.fa.com.sg/author/kennyloh/

Mr.Adrian Chng is the Founder and CEO of Fintonia Group, a MAS licensed financial institution based in Singapore. In 2021, Fintonia Group launched the first institutional grade BTC tracker fund in Asia managed by a MAS-licensed fund manager and was awarded the provisional VARA licence in Dubai in July 2022.

With over 25 years of experience as a business leader, Adrian is particularly involved in the FinTech and digital asset industries. He co-founded two FinTech companies (CredoLab and Asia Kredit), and sits on the boards of numerous organisations.

Prior to Fintonia Group, Adrian was the CEO of jobsDB.com, which had a US$1 billion merger and exit in 2014, and CEO of GoBear amongst other leadership roles across the finance and technology sectors. He started his career as an M&A investment banker with Merrill Lynch and SBC Warburg (UBS). Adrian is an Executive Committee member of the Singapore FinTech Association and a member of the Young Presidents Organisation.

LinkedIn: https://www.linkedin.com/in/adrian-chng-cy/

Website: https://www.fintoniagroup.com/

Mr. Timmoney Ng is a Partner of Charles Russell Speechlys. As a US tax lawyer based in Singapore, Tim advises international startup companies, fund investors, and large multinational corporations in the tech, life sciences, semiconductor, and crypto/blockchain space. Tim’s practice focuses on US tax planning and controversies regarding passive foreign investment companies (PFIC), controlled foreign corporations (CFC), funds/partnerships, global intangible low-taxed income (GILTI), subpart F income, foreign-derived intangible income (FDII), foreign tax credits (FTC), US trade or business (commonly known as US tax nexus), qualified small business stock (QSBS), US real estate investments (FIRPTA), and transfer pricing. Tim earned his Juris Doctorate from the University of California, Berkeley, School of Law (Berkeley Law) and is a US-qualified lawyer, having passed the California Bar Exam.

LinkedIn: https://www.linkedin.com/in/timmoney-ng-b25b0163/