KC Wong

Managing Director, PPLI Asia

KC is a veteran PPLI advisor having been involved in the industry since 2007 or 18 years. He started the earliest independent PPLI advisory firm in Asia in 2010. He has also been involved in Merchant & Private Banking and Insurance structures for high net worth (HNW) clients . His past experience include strategic implementation for MACC Pte Ltd (Hong Kong), a venture capital firm, Board Member of WR Carpenters Ltd, an ASX company and Board Member Fiji Stock Exchange.

Along the way, he founded two RFMCs registered with the Monetary Authority of Singapore. KC was also the CEO of Great Eastern Life Indonesia; Investment Committee Member of Genesis Asset; Chief Business Officer at AXA Life, Sales Director Swiss Life and NTUC Income Singapore. He has lived and worked as an expat in Hong Kong, Malaysia, Papua New Guinea, Fiji and Australia.

Louis D Zuckerbraun

Managing Director, Advantage Life, Switzerland

Louis is the Managing Director of Geneva Insurance Group. The Group provides private placement insurance solutions for High-Net-Worth clients worldwide. His primary responsibilities include insurance products sales and development, and management of the insurance Companies. He was previously MD of Valor Management, co-CEO of Swiss life and annuity company, Zenith Vie. Lous was also one of the founding partmers of the Crown Global group in Bermuda, Grand Cayman and Delaware. His previous stints include partner of Swisspartners; founder and CEO of Private Risks Solutions AG; Chief Underwriter, Trans Re Zurich (an AIG Company). He has also held positions as an Underwriter with Transatlantic Re in London and Hannover Re in Hannover, Germany.

Thomas Jost

Executive Director, UBS, Singapore

Thomas is the ED for Financial Intermediaries & Wealth Management at UBS, Singapore. He has been in multidimensional leadership roles with global financial organisations in the field of wealth and asset management. He has been at the forefront of driving businesses that delivered differentiated products and services that set the benchmark for excellence. Thomas experiences has been with UBS, Credit Suisse, VP Bank, EFG, Bank Julius Baer.

He has started-up, grew and turned around financial intermediary businesses and captured top market positions in his assignments.

Stuart Jessop

Advantage Insurance Inc Chief Underwriting Officer, Life Insurance

Stuart Jessop joined Advantage in 2005 in the Cayman Islands. Advantage, through its operating subsidiaries, specializes in providing customized insurance solutions that can be used by sophisticated legal, financial and investment professionals to address the requirements of their high-net worth clients to meet estate planning and wealth management objectives.

As Chief Underwriting Officer, he is responsible for all life insurance underwriting functions including policy design and development and reinsurance relationships; and has an active role in Advantage’s business development activities. Prior to joining Advantage, Stuart worked in private and corporate banking in the UK, Cayman Islands, Bahamas and the Isle of Man having begun his career as an auditor at with a major practice in London.

Freddy Karyadi

Tax Partner, Protemus Capital

Freddy is the Tax Partner at Protemus Capital. Specializing in project financing, capital markets, and M&A, Freddy has gained recognition as a "Notable Practitioner" in fintech by Chambers FinTech Guide 2023. His expertise spans diverse cross-border deals, particularly in technology and fintech sectors. Representing multinational corporations to start-ups across industries like natural resources, energy, finance, healthcare, and property. Freddy is known for providing practical businessoriented solutions. Acknowledged by prestigious publications such as Asialaw and Legal500, he has a robust litigation background, handling matters like bankruptcy proceedings in aviation, shipping, and mining.

Agnes Chen

Regional Managing Director APAC 亚洲区 常务董事 at CSC

As the regional managing director of CSC for the APAC region, Agnes oversees the development, growth and delivery of specialised administration services for corporate, fund, capital markets, and private clients specializing on Fund Solutions and Fund Structures across more than 140 jurisdictions.

With over 20 years of experience in the banking, trust, wealth management, and fund administration sectors, I have developed a deep expertise in fund administration, SPV structures, corporate and private trust, fiduciary services, compliance, and anti-money laundering. I hold professional qualifications of Trust and Estate Practitioner (STEP) and Professional Member of International Compliance Association (MICA).

Gracie Lin

CEO, OKX Singapore

Gracie Lin is the CEO of OKX SG, a leading cryptocurrency exchange holding a Major Payment Institution (MPI) license from the Monetary Authority of Singapore (MAS). In her role, she advances OKX’s mission of bridging traditional finance with the digital asset economy while contributing to the development of Singapore’s digital token ecosystem. Gracie brings two decades of experience spanning technology, financial regulation, and finance. Prior to OKX, she was the Managing Director of Strategy & Economics at Grab, a major consumer tech firm in Southeast Asia. Earlier in her career, she held senior roles at GIC and MAS, where she led money market operations and covered banking supervision. Gracie holds a BA in Economics from the University of Chicago and an MA in International & Development Economics from Yale.

Catherine Siang

Managing Director, Asian Capital Advisor

Catherine runs Asian Capital Advisor, an SFO and Angel Investor which has been actively successful for the past 20 years. With offices in London, San Francisco and Hong Kong. Catherine is a much sought after conference speaker on family office governance; investment vehicles and trends.

With a legal background, Catherine was admitted to the New York State Supreme Court Appellate Division, First Department; U.S. Federal District Court for the Southern District of New York, and a member of the State Bar of California

Keith Stock

Chief Executive Officer, Axcelus Financial Life Insurance Company (Bermuda) Ltd.

Keith is the CEO of Axcelus Financial Life Insurance and its affiliates. He also the Chairman & CEO of First Bermuda Securities Ltd., First Financial Investors, Inc., and Stock Securities LLC, a U.S. registered broker dealer; and Senior Executive Advisor with The Brookside Group, a family office alternatives investment platform. Keith’s past experience is truly impressive ; Chairman and CEO of Worldwide Reinsurance (Bermuda) Limited, Executive Chairman of National Property REIT Corp, Executive Chairman of Clarien Group and Clarien Bank (Bermuda) Limited, CSO of TIAA; President of Mastercard Advisors where he was a member of Mastercard Worldwide’s Joint Policy and Operating Committee. Keith is an alma mater of Princeton University and an MBA with distinction from the Wharton School, University of Pennsylvania in the U.S.A.

Gobind Sahney

CEO, Providence Life

Gobind is Chairman and Chief Executive Officer of Providence Life Assurance Company (Bermuda) Ltd, part of the Alpha Growth plc group of companies. The Group include companies in life insurance and asset management. Prior to establishing Alpha Growth, he has performed at senior executive level within multiple organisations that specialisze in distressed debt and discounted asset investing and management, across North America, Europe and the UK.

He has spoken as a subject matter expert on distressed debt and discounted asset investing at ACA International conferences in the US, and at Credit Services Association conferences in the UK. Gobind is a graduate of Babson College, Wellesley, Massachusetts, and holds a bachelor’s degree in accounting and finance. He also served on the board of trustees of Babson College from 2001 to 2010 and is a lifetime member of the National Eagle Scout Association of America.

Nazly Parlindungan Siregar

Partner, Head Tax & Customs Practice, Assegaf Hamzah & Partners

Nazly is a Partner and head of tax at Assegaf Hamzah and Partners, one of the largest legal firm in Indonesia. She has over 20 years of ecperience in International Tax which consists of crossborder mergers and acquisitions, global business model optimization and international tax advisory. She advises both MNCs doing business into Indonesia (inbound) and Indonesian companies doing business overseas (outbound).

Alessandro Besomi

Sales Manager, Advantage Life, Switzerland

Alessandro is the Sales Manager of Advantage Life based in Switzerland. His areas of interest include Optimising tax, protecting wealth and securing your legacy through bespoke Private Placement Life Insurance (PPLI) solutions a flexible tool that combines investment growth with tax efficiency and asset protection. With expertise in business development and creating tailored wealth strategies. Alessandro help clients align their financial plans with long-term goals He was previously with Credit Suisse and obtained a Certificate in Advance Studies, Wealth Management from the Swiss Italian University; Law Studies from the University of Lausanne, BS, Management from EHL.

Stephanie Lam

Director, S MLC Pte Ltd

Stephanie is a serial entrepreneur and have co-founder enterprises in property management; jewelry distribution to high network and legacy advisory services. Stephie founded S MLC, a company which offers highly personalised properties management for international clients looking to invest and manage their properties in Singapore. Among her other ventures is Starlight Group, a company founded to modernise the gold business industry. The Company has a few different branding and retail stores across Singapore to cater to all its different audiences. Stephie is a graduate from the Wisconsin School of Business.

John Chon

Founder & CEO, Red Gate Elite Limited

John is based in the US and is A seasoned investment and insurance industry professional with 25 years of experience handling complex transactions involving tax advantaged investments for Fortune 1000 companies and high net worth individual. John has been a trusted advisor for large public and private companies with a track record of large investment transactions.

His past experience included in the development of several insurance products, Universal Life and Variable Universal Life policies with both domestic and international life carriers. Further, he has partnered in the development of innovative structured investments for offshore private placement VUL policies.

Ryan Wu

Head of Private Wealth & Institutional Business, Moomoo Singapore

Ryan leads the strategic development and growth of both private wealth and institutional segments. In this role, he focuses on building these key business divisions, working to establish Moomoo SG as a prominent player in Singapore's financial services landscape. Ryan joined Moomoo SG in 2023, bringing extensive expertise across both traditional finance and digital assets. At UBS, he directed active portfolio advisory services for ultra-high-net-worth individuals and family offices throughout Greater China. He was previously as Head of Relationship Management & Sales Trading for Greater China, with SAXO and Sales Director at Fireblocks. Ryan holds an MBA from the National University of Singapore Business School and a Master's degree in Materials Engineering from the Massachusetts Institute of Technology. His alma mater include NTU, Singapore.

Zhang Xuefei

Financial Controller, Partner Reassurance Asia

Xuefei is a seasoned actuary and financial executive with over 18 years of experience across multinational (re)insurance companies in Singapore and Hong Kong. He currently serves as Financial Controller at Partner Reinsurance Asia, where he leads IFRS17, US GAAP, and statutory reporting, oversees ORSA consolidation, and advises senior leadership on capital strategy and financial resilience. Xuefei is a specialist in shaping risk and capital frameworks, including RBC2, C-ROSS, and Solvency II. Xuefei is a Fellow of the Society of Actuaries and the Singapore Actuarial Society. He holds a Master’s from the University of Hong Kong and a B.Sc in Applied mathematics from the National University of Singapore.

Jeanette Tai

Director of Strategy, Private Clients @ OKX Singapore

Jeanette Tai is the Director of Strategy (Private Clients) at OKX SG, a leading cryptocurrency exchange licensed by the Monetary Authority of Singapore (MAS). OKX SG offers spot trading of cryptocurrencies, fiat-crypto on and off ramps, yield products, derivatives trading, and more. In her role, Jeanette drives strategy and relationship management for OKX SG’s Private Wealth segment, leveraging over 15 years of experience across web3 and traditional finance. Before entering digital assets, Jeanette was with J.P. Morgan’s Investment Banking division, advising corporates and institutional investors on equity transactions totaling over US$13bn. Prior to OKX, she was Chief of Staff at Cobo, APAC’s largest crypto custody technology platform, and Head of Listings at CapBridge.

Lucas Yang

Head of Sales & Solutions at Cobo

Lucas is currently the Head of sales and Solutions at Cobo focusing on Customer Success and Solutions Architect. Previously, Lucas held roles at companies such as Appier, ByteDance, and AvePoint where Lu (Lucas) showcased their skills in presales consulting, technical solutions, and marketing. With a background in Information Systems and Management from Singapore Management University, Lucas has demonstrated expertise in various fields such as procurement, business analysis, software development, and IT. Lu (Lucas) has also presented at prestigious events like Microsoft Cloud Summit Malaysia and Microsoft Ignite Tour

Rohe Levy

President, Rohe Levy Financial and Insurance Services, Inc.

Rohe Levy Financial and Insurance Services, Inc. aims to provide innovative and service oriented marketing programs for today's financial professional. The firm believe that in the growing arena of financial services, competition has never been higher, and the need for new ideas has never been greater. Specialties: Premium Finance Life Insurance Transactions.

Rohe is also the Owner – Lion Street, a leading national financial services company owned by fiercely independent financial advisors. He holds a Master - Business University of San Diego