Business Families Institute

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BFI Case Jam 2022

The 2-day BFI Case Jam is a case competition with a twist. It gamifies the traditional case competition format by infusing elements of improvisation, collaboration, and analytics for students to “jam” on real-world business challenges faced by family-owned firms.  The BFI Case Jam offers undergraduates opportunities to demonstrate their analytical, communication and collaborative competencies – critical skills required for the future of work. Contact: bfi@smu.edu.sg. Type: Student Group Activities. Competitions. Subject: Business. Audience: Current Student. Friday, August 19, 2022, 8:30 AM – 5:30 PM. SMU Campus. For more info visit bfi.smu.edu.sg.

BFI Case Jam 2022

The 2-day BFI Case Jam is a case competition with a twist. It gamifies the traditional case competition format by infusing elements of improvisation, collaboration, and analytics for students to “jam” on real-world business challenges faced by family-owned firms.  The BFI Case Jam offers undergraduates opportunities to demonstrate their analytical, communication and collaborative competencies – critical skills required for the future of work. Contact: bfi@smu.edu.sg. Type: Student Group Activities. Competitions. Subject: Business. Audience: Current Student. Saturday, August 20, 2022, 8:30 AM – 5:30 PM. SMU Campus. For more info visit bfi.smu.edu.sg.

Frontiers in Alternative Investments

Designed for experienced RMs and financial advisers to develop an in-depth understanding of recent developments in alternative assets, an increasingly important part of UHNW portfolios in the context of a persistent low interest rate environment. Through the workshop, participants will learn about the latest trends in traditional alternative investments—venture capital, private equity, and hedge funds—as well as emerging alternatives such as catastrophe bonds, collectibles, cryptocurrencies and tokenized assets, income-sharing agreements, litigation finance, and more. The participants will develop and apply their knowledge in due diligence exercises, preparing them to evaluate the latest opportunities in alternative investments for a range of potential client portfolio applications. Fee(s): SGD1,370.00 (before 7% GST) (as low as SGD SGD780.90^ or SGD232.90# after IBF-FTS Funding Scheme for eligible participants*) ^50% co-funding of direct training cost #90% co-funding of direct training cost for Singapore Citizens aged 40 years old and above *All Singapore Citizens or Singapore Permanent Residents, physically based in Singapore, and are sponsored by Singapore-based financial Institutions regulated by MAS (licensed or exempt from licensing by MAS) or FinTech firms certified by Singapore… RSVP: . Type: Training. Subject: Learning & Professional Development. Audience: Professionals. Thursday, September 1, 2022, 9:00 AM – 6:00 PM. TBA. For more info visit smu.sg.

Developments and Investment Trends in Family Offices

Family offices in Asia Pacific are increasingly upping their investments. Where and what are they looking into to do so? Attend this course to gain valuable insights on the latest in family investment trends and developments, including the factors that are driving the allocations, both in traditional assets and alternative assets such as private equity and emerging instruments. Fee(s): SGD790.00 (before 7% GST) (as low as SGD SGD381.90^ or SGD134.30# after IBF-FTS Funding Scheme for eligible participants*) ^50% co-funding of direct training cost #90% co-funding of direct training cost for Singapore Citizens aged 40 years old and above *All Singapore Citizens or Singapore Permanent Residents, physically based in Singapore, and are sponsored by Singapore-based financial Institutions regulated by MAS (licensed or exempt from licensing by MAS) or FinTech firms certified by Singapore… RSVP: . Type: Training. Subject: Learning & Professional Development. Audience: Professionals. Friday, September 2, 2022, 1:30 PM – 5:30 PM. TBA. For more info visit smu.sg.

Deep Dive into Hedge Funds Investing for Family Offices

In this essential course for private bankers, we will cover the critical steps to understanding and evaluating hedge funds in the Asian market. The course will begin with the current financial environment and the nature & history of the Asian Family Offices. This is then followed by an introduction of the different alternative investments and how to source, evaluate and access the various equity hedge funds. Finally, there will be a short discussion on opportunities in the long-term horizon covering very recent trends and technology. Fee(s): SGD790.00 (before 7% GST) (as low as SGD SGD381.90^ or SGD134.30# after IBF-FTS Funding Scheme for eligible participants*) ^50% co-funding of direct training cost #90% co-funding of direct training cost for Singapore Citizens aged 40 years old and above *All Singapore Citizens or Singapore Permanent Residents, physically based in Singapore, and are sponsored by Singapore-based financial Institutions regulated by MAS (licensed or exempt from licensing by MAS) or FinTech firms certified by Singapore… RSVP: . Type: Training. Subject: Learning & Professional Development. Audience: Professionals. Tuesday, September 6, 2022, 1:30 PM – 5:30 PM. TBA. For more info visit smu.sg.

Family Office Essentials for Private Bankers

Designed for experienced RMs to develop an in-depth understanding about their UHNW family business clients and complement the functions of the family offices and assist with the family governance process which is crucial to the sustainability and longevity of each family. Through the workshop, the RMs will learn about the structures of family offices and family’s wealth management with extensive use of case studies and group work. These in turn, will help to deliver long-term returns consistently and create value for the family. Fee(s): SGD1,250.00 (before 7% GST) (as low as SGD712.50^ or SGD212.50# after Enhanced IBF-FTS Funding Scheme for eligible participants*) ^50% co-funding of direct training cost #90% co-funding of direct training cost for Singapore Citizens aged 40 years old and above *All Singapore Citizens or Singapore Permanent Residents, physically based in Singapore, and are sponsored by Singapore-based financial Institutions regulated by MAS (licensed or exempt from licensing by MAS) or FinTech firms certified by… Contact: bfi@smu.edu.sg. RSVP: . Type: Training. Subject: Learning & Professional Development. Audience: Professionals. Wednesday, September 7, 2022, 9:00 AM – 6:00 PM. Zoom Meeting Platform. For more info visit smu.sg.

Making Sense of Sustainable Investing

Designed for experienced RMs and financial advisors to develop an in-depth understanding of sustainable investing strategies—an increasingly important area of interest for UHNW investors.  Through the workshop, participants will learn about different sustainable investing strategies, motivations for family office investors, and how these perspectives apply to family office portfolios.  Due diligence exercises using actual sustainable investment products will illustrate these issues.  The course concludes with a candid assessment of the current state of sustainable investing including reporting standards, greenwashing, and performance measurement. Fee(s): SGD1,370.00 (before 7% GST) (as low as SGD SGD780.90^ or SGD232.90# after Enhanced IBF-FTS Funding Scheme for eligible participants*) ^50% co-funding of direct training cost #90% co-funding of direct training cost for Singapore Citizens aged 40 years old and above *All Singapore Citizens or Singapore Permanent Residents, physically based in Singapore, and are sponsored by Singapore-based financial Institutions regulated by MAS (licensed or exempt from licensing by MAS) or FinTech firms certified by… RSVP: . Type: Training. Subject: Learning & Professional Development. Audience: Professionals. Thursday, September 8, 2022, 9:00 AM – 6:00 PM. TBA. For more info visit smu.sg.

BFI@SMU Family Entrepreneurship Programme (In-Person)

Family-owned firms face unique challenges. Drawing on SMU’s distinctive interactive pedagogy, the Family Entrepreneurship Programme equips leaders of family-owned firms with insights, tools and mindsets to address these challenges. Topics covered include entrepreneurship, innovation, succession and talent development, family governance and wealth management. Join us for an impactful learning journey NOW! Track I: Family Sustainability Date & Time: 12 - 14 October 2022 | 9:00am to 5:00pm Track II: Family Wealth Date & Time: 3 - 4 November 2022 | 9:00am to 5:00pm. RSVP: Invitation is open to family principals and their family members only. BFI@SMU reserves the right to the acceptance of registration. Type: Seminars & Workshops. Subject: Learning & Professional Development. Audience: Professionals. Wednesday, October 12, 2022, 9:00 AM – 5:00 PM. For more info visit bfi.smu.edu.sg.