William C Buell

CEO, Advantage Insurance INC

William C. Buell has served as the Chief Executive Officer of Advantage Insurance since 2022. Prior to Advantage he was a senior executive at the consumer financial technology companies Better.com and Koalafi. Previously Bill was the Chief Operating Officer at FirstKey Business Lending and Managing Director at FirstKey Mortgage where he ran the business lending group and was a partner on the new product development team from 2015 to 2019.

Bill was a Managing Director at J.P. Morgan Securities and an EVP Countrywide Securities. He also has experience with regulatory compliance matters, contract negotiation and structure, settlement, process, claims and litigation, as well as in technology design and oversight. Bill holds a Bachelor of Arts degree in Economics from The University of Texas at Austin.

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.

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).

Lily Z. King

Chief Operating Officer at Cobo

Lily has nearly 20 years experience in structuring and facilitating large-scale buyouts, IPOs, privatization and minority investment deals. In 2021, she joined Cobo, Asia's largest digital asset custody and Defi platform, as the Chief Operating Officer. Before Cobo, she was the General Counsel of PAG, one of Asia’s largest alternative investment management firms.

Lily spent more than 11 years at PAG and advises both PAG’s buyout funds and growth funds. She leverages her hybrid expertise in law, social policy, finance and technology to design the right structure and mechanism that will make complicated deals work. She is also active in fintech and biotech community and provides legal and business advices to a number of VCs and startups. Lily is licensed to practice law in both the US and China. She spends time exploring the frontier of technology and social change. In 2015 She established a think tank in HK, the CQ Institute, that explores how crypto-equity and smart contract can enable decentralized co-creation at scale, beyond the traditional corporate structure.

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

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

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).

Francisco Velez

Vice President, Amphora Life Insurance Company Ltd.

Francisco is Vice President at Amphora Life, responsible for leading its development and expansion across different markets by establishing new relationships and maintaining existing ones with brokers, distributors, wealth planners, asset managers, banks, family offices, and advisors from LATAM, USA, Canada, Europe and Asia.

Francisco is a private-client trusted advisor with proven track record in wealth planning, asset protection, wealth preservation, sucession planning, international legal and tax structuring. Francisco holds a Colombian Law Degree (J.D.) and a Master in International Private Law (LL.M). Francisco is member of the International Bar Association, and member of the Society of Trust and Estate Practitioners (STEP).

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.

Hugo Cordova

Head of Business Development, Advantage Insurance Inc

Hugo is the Head of Business Development at Advantage. He is responsible for all aspects of our Life Insurance policy issuance as well as for client relationship management and business development in Puerto Rico. Hugo started his career at Banco Santander in Puerto Rico in the Management Trainee program. He worked in the Commercial Lending Department and as a Branch Manager. In 2010 he was hired by Aon to provide Insurance Management Services to international insurers in Puerto Rico.

Hugo is a licensed CPA in the Commonwealth of Puerto Rico. He earned his BBA in Accounting from the University of Sacred Heart in Puerto Rico. He currently serves as the President of the Puerto Rico International Insurers Association.