Steffanie Yuen

Endowus' mission is to help all of us invest better, so we can live easier today and better tomorrow. We are the first non-commissioned based, fee-only digital wealth platform in Asia that offers 100% trailer commissions rebate to clients. Only in this model, we are 100% conflict-free and our interests are aligned with clients and NOT induced to recommend unsuitable but high commission-earning products. Our Investment Office, led by ex-CEO and CIO of Morgan Stanley Investment Management Asia, Samuel Rhee offers institutional-grade investment advice to our clients and provide them with access to a curated suite of Best-In-Class funds, objective-based portfolios and investor education content. Backed by global investors including UBS, Citi Ventures, MUFG, Lightspeed, Prosus, EDBI, Samsung and Softbank. Endowus also owns a majority stake in Hong Kong-based multi family office Carret Private. Download the Endowus app and become a Endowus client today!

The FinTech Association of Hong Kong (FTAHK) is a non-profit organization led by its Board and Committee Co-Chairs to promote and deepen the development of fintech in Hong Kong, Greater China and Asia. The Wealth & InvestTech Committee is particularly focused on exploring how technology is impacting the asset and wealth management industry and drives regular discussions and events among industry stakeholders.

Established in 1993, Value Partners is one of Asia's largest independent asset managers. It was the first asset management firm listed on the Main Board of the Hong Kong Stock Exchange (806.HK). Besides role as Head of Marketing, Communications & Investor Relations, also served as Head of Direct Distribution, and led the strategy and development of the Group's direct digital distribution platform. Member of Executive Committee and ESG Committee. Also drove strategic initiatives and collaborations to capture growth opportunities in onshore China and abroad.

Vanguard Investment Advisors (Shanghai) was a joint venture between Ant Financial and U.S. fund giant Vanguard. It was the first independent fund investment advisor approved by CSRC. Led the Company's set up, license application, product design and service launch. Besides existing business development role at Ant Financial, concurrently headed investor advisory, marketing & communications and board of directors' office functions at the joint venture. The joint venture attracted more than 1 million customers in less than a year since its launch, offering retail clients in China discretionary portfolio advisory services via Ant's digital platform with investment minimums as low as 800 yuan (US$123).

• Develop and maintain relationships with global asset and wealth managers to drive strategic collaborations and business partnerships • Form and execute strategy and roadmap for digital wealth management operations of Ant's overseas wallet ecosystem across India, Thailand, Malaysia, South Korea, Indonesia • Drive innovation and inorganic growth opportunities via overseas investments, greenfield ventures, strategic partnerships etc.

Private equity firm founded by 20-year Goldman Sachs veteran specializing in high impact strategic investments with a focus in Fintech and Healthtech sectors in China. Direct report to Chairman with responsibilities across full PE cycle: fund raising, deal execution and post-deal management and monetization. Selected transactions: • Lead investor of Chinese online wealth manager, Lufax’s US$1.2bn Series B • Lead investor of Chinese online health platform, Ping An Healthcare and Technology’s US$500m Series A and pre-IPO investment and restructuring

Natural Resources / Energy Team

Natural Resources / Energy Team

Mergers and Acquisitions / Corporate Finance Team Experience across M&A, equity and debt financings (IPOs, bond issuances, term loans etc.), in a variety of sectors including oil & gas, healthcare, TMT, power & utilities, metals & mining and renewables.

Summa Cum Laude