UBS Leadership Excellence and Development Series (UBS LEADS)

Monday, 3 July to Wednesday, 5 July 2023

UBS is proud to present the annual Leadership Excellence and Development Series (UBS LEADS) Certification Program. This program focuses on how families can remain successful for generations and ensure that the next generation can add value and drive family legacy. Families who prepare the next-in-line for their future responsibilities often thrive and sustain wealth for multiple generations.

The exclusive education will impart foundational financial knowledge, share relevant business expertise, and provide insights to the latest trends in the markets. We aim to enable and empower the next generation make good and sound decisions for their investments, business ventures and family businesses.

Here are some highlights that participants could look forward to:

  • Gain leading edge knowledge and actionable strategies to shape future roles
  • Develop a skill set to thrive as future family business leaders or stewards of substantial financial wealth through a 3-part Next Gen DNA series
  • Learn how to develop a Minimum Viable Product (MVP) and refine their business idea to attract investors.
  • Exchange experiences and insights in a curated environment
  • Find inspiration, reflect on personal stories, and explore own future paths
  • Grow a network and friendships with like-minded peers and thought leaders

Post-event highlights


Speakers

 (In order of appearance)

3 July

Patricia QUEK

Patricia QUEK

IBF Fellow
Business Sector Head,
Singapore and Malaysia
UBS Global Wealth Management

Download Profile(PDF, 70 KB)

Kelvin TAY

Kelvin TAY

Chief Investment Officer,
South Asia Pacific,
UBS Global Wealth Management
Adjunct Associate Professor
Nanyang Business School
Nanyang Technological University

Lecturer & Lead Faculty
Wealth Management Institute, Singapore

Biography(PDF, 76 KB)

Julia Windasari TAN

Julia Windasari TAN
Advisor - Board of Director, doctorSHARE

Biography(PDF, 49 KB)

Dickson LIM

Dickson LIM

Head of Philanthropy & Community Impact, Singapore, UBS AG

Biography(PDF, 66 KB)

Bryan TEOH

Bryan TEOH

Circle One APAC Content Lead , UBS Global Wealth Management

Biography(PDF, 65 KB)

Shalini JALAN

Shalini JALAN

Head People and Culture SG, UBS Singapore

Biography(PDF, 67 KB)

Michele LIM

Michele LIM

Circle One by UBS,
APAC Head,
UBS Global Wealth Management

Biography(PDF, 123 KB)

Carina GOZALI

Carina GOZALI

Circle One by UBS,
Digital Content Specialist,
UBS Global Wealth Management

Biography(PDF, 82 KB)

Oliver KADERABEK

Oliver KADERABEK

Head of WM A&S Investment Specialists, UBS Global Wealth Management

Biography(PDF, 67 KB)

Cheryl ONG

Cheryl ONG

Sales Manager
UBS Global Wealth Management

Biography(PDF, 56 KB)

Dr. Aparna VENKATESH

Dr. Aparna VENKATESH

Collaborative Innovation Lead, Bühler Group

Biography(PDF, 59 KB)

Wayne GORDON

Wayne GORDON

CIO Cross-Asset and Commodity Strategist, UBS Global Wealth Management

Biography(PDF, 64 KB)

Valerie LAU

Valerie LAU

Co-Head Sustainable Finance APAC, UBS Global Wealth Management

Biography(PDF, 59 KB)

4 July

Jason TAY

Jason TAY

Head of Business Development, Head of Government Relations, M-DAQ Global

Biography(PDF, 95 KB)

Joy LIM

Joy LIM

Market Team Head, Singapore,
UBS Global Wealth Management

Biography(PDF, 65 KB)

Kathryn RUNGRUENG

Kathryn RUNGRUENG

Chief of Staff for the Chief Digital Information Office (CDIO)
UBS APAC

Biography(PDF, 67 KB)

Peter KIRKALDY

Peter KIRKALDY

Director, APAC CDIO Strategic Initiatives, UBS

Biography(PDF, 101 KB)

TAN Lay Peng

TAN Lay Peng

Head of A&S Family Advisory & Client Development SEA and Family Office Competency Center, UBS GWM

Biography(PDF, 62 KB)

Dr. Marta WIDZ

Dr. Marta WIDZ

Educator, Researcher and Advisor for Family Businesses & Family Offices

Biography(PDF, 85 KB)

KWOK Shao Hui

KWOK Shao Hui

Art Collection Specialist, UBS APAC

Biography(PDF, 70 KB)

5 July

Dr. Marta WIDZ

Dr. Marta WIDZ

Educator, Researcher and Advisor for Family Businesses & Family Offices

Biography(PDF, 85 KB)

Saemin AHN

Saemin AHN

Partner, 500 Global, Southeast Asia

Biography(PDF, 64 KB)

Conrad HUBER

Conrad HUBER

Head Wealth Management Greater China Singapore, Indonesia and Japan International, UBS Global Wealth Management

Biography(PDF, 59 KB)

SIM Mong Teck

SIM Mong Teck

Founder and Managing Partner
Sim Mong Teck & Partners

Download Profile(PDF, 70 KB)

Simone SIM

Simone SIM

Head, Family Office Concierge Service, SMTP Consult Pte Ltd

Download Profile(PDF, 57 KB)

Patricia QUEK

Patricia QUEK

IBF Fellow
Business Sector Head,
Singapore and Malaysia
UBS Global Wealth Management

Download Profile(PDF, 70 KB)