INDONESIA WEALTH MANAGEMENT FORUM - 2023

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

Pieter is passionate about how technology innovation creates new disruptive business models, especially in financial services markets. He has been working for 20+ years in the tech industry, and is P&L responsible for the APAC operation in additiv, the leading Swiss wealthtech vendor. Previously he was working for Capgemini in Europe and Orange in Asia, Middle East and Africa. Having worked on digital transformation projects in numerous countries, for the last 20 years his home has always been the Indonesian island of Bali.

David Lai is a Partner and co-Chief Investment Officer of Premia Partners. Prior to Premia Partners, David was Executive Director and Responsible Officer at China Asset Management (HK) Limited where he supervised the company's investment activities and led the build-out of the company's ETF platform in Hong Kong, including launching the world's first cross-border RQFII-based ETF with over US$2 billion in AUM. Before that, David had been a portfolio manager since 2002 at Hang Seng Bank, Mirae Asset Global Investments, and Citic Securities International. David has demonstrated proven investment track record in both active and passive strategies, recognized by numerous industry awards. David holds a Bachelor of Business Administration degree in Finance and a Master of Science degree in Investment Management from the Hong Kong University of Science and Technology, and is a CFA charterholder.

Meru Arumdalu is the Head of Wealth Management at Standard Chartered Bank, Indonesia. She is responsible all wealth management products (Investment, Treasury and Bancassurance product) covering retail clients and the business banking segments. Prior to assuming this role, she was Head of Managed Investment and WMPS at Standard Chartered Bank, Indonesia. She spent ten years at Citibank before joining Standard Chartered Bank in 2015.

Mr. Sigit Prihatmoko is currently VP Corporate Strategy for PT Bank Negara Indonesia where he advises management on key strategic issues. He oversees long term strategic plan, manage business development and evaluating inorganic initiative, and manage organization change to drive strategy execution. He has been with the company for more than 20 years, with various roles including VP Strategy and Performance, Head of Strategic Planning Group, Project Manager of Contact Center, Project Manager of Multichannel Strategy, Head of Trade Finance Group, and Manager of IT Division. Mr. Sigit Prihatmoko was graduated from Gadjah Mada University, Yogyakarta, Indonesia with Magister Management on Financial Management (MM), and Bachelor of Electrical Engineering and Informattion Technology (JTETI) the same university. Most of his experience falls under banking support including corporate strategy development, multichannel management, contact center, trade finance, international remittance, and information technology project implementation.

Mr. Putra is the co-founder and Chief Executive Officer of Pinnacle Investment. He is a member of the firm's Executive and Investment Committee. Prior to establishing Pinnacle, he was a Managing Partner and investment manager at Ares Capital, a quantitative hedge fund and advisory firm based in Jakarta. Previously, Mr. Putra worked for Blackrock in New York, where he was responsible for providing strategic advice to institutional clients on portfolio/investment strategies, analytics, and risk management across various asset classes. He started his investment career as an analyst at Credit Suisse First Boston in New York. M.S. in Financial Engineering - University of Michigan, Ann Arbor B.S. in Computer Science - Arizona State University, Tempe

Dr. Silvio Struebi is a Partner at Simon-Kucher's Hong Kong and Singapore Office. He is a member of the Global Banking Practice and heads the company's banking operations in APAC. Silvio focuses on international Private Banking and B2B Banking in Hong Kong and Singapore. Silvio has more than twelve years of consulting experience. He advises a broad array of local and global financial institutions on multiple topics, starting from monetisation and product management to market-specific implementation of growth strategies. Prior to focusing in the APAC region, Silvio served Retail, Private Banks and Asset Managers in Switzerland and Europe. Prior to joining Simon-Kucher, Silvio worked for an international Private Bank in Zurich and at a consulting start-up. He received his PhD in Marketing from the University of St. Gallen and has a Masterʼs degree in business administration.

Antony is an Indonesian citizen, born in Jakarta in 1974. Served as Commissioner since December 2013 and on March 2015, he was appointed as Director at PT Trimegah Asset Management. He has 18 years of experience in fund management. Started his career as Corporate Bond Quantitative Analyst at J.P. Morgan Investment Management Inc., New York, USA (1998 - 2000), Asian Macro/Equity Analyst at J.P. Morgan Fleming Asset Management Inc., Singapore (2000 - 2002), Asian Macro Analyst/Trader at PMA Investment Advisor Ltd., Hong Kong (2002 - 2003). Joined Fullerton Fund Management/ Temasek Holdings, Singapore (2003 - 2013) with the latest position as Senior Portfolio Manager. Earned BSc (Summa cum Laude) in Electrical Engineering, and M.Eng in Engineering Management from Cornell University, New York, USA. He holds Chartered Financial Analyst (CFA) certificate and Fund Manager License No. KEP-125/PM.211/WMI/2014 in 18 September 2014 officiated by OJK.

Samdarshi Sumit is President Director and CEO of PT PFI Mega Life Insurance , Indonesia. PFI Mega Life insurance is a Joint Venture between Prudential Financial of the US and CT Corpora , one of the leading conglomerate groups in Indonesia with ventures in Banking , Finance , Retail and Media among others. Prior to his current role , he was the MD of Generali Insurance in Thailand and Chief Retail Officer of Generali Life Insurance in Thailand. Samdarshi has had a wide experience of leadership roles across Retail Financial services with Life insurance, General Insurance and Banking. He has lived and worked in India ,Vietnam, Thailand and Indonesia. Samdarshi is an alumnus of the Indian Institute of Management, Indore and spent his early corporate years at HDFC Bank ,the largest bank in India by market cap. He also pursues interests in Yoga and is a triathlete having completed his first Ironman 70.3 in 2019.

Yulius Ardi is Wealth Management Head at Bank Danamon Indonesia. He is responsible for managing wealth products, wealth infrastructure, advisory service, and process simplification. He is also one of the stream leaders in branch transformation project to enable and leverage branches as gateway to advisory services. Yulius joined Bank Danamon in 2019. During his tenure, he leads Wealth Management in tripling both number of customers and AUM growth; and collaborates to launch Wealth digital platform. Prior joining Bank Danamon, Yulius worked at Standard Chartered Bank Indonesia for 9 years with 2 last positions as Managed Investment Product Head and Bancassurance Head. He was responsible for managing investment and bancassurance products, enrolling digital initiatives for both wealth online channel and branch order management system, and leading SCB Indonesia in signing bancassurance partnership with Prudential Indonesia. Previous to his work at Standard Chartered Bank Indonesia, Yulius also spent 6 years with Citibank Indonesia Yulius earned an MBA in Business Leadership from Institute Technology of Bandung (ITB), a Bachelor degree in Industrial Engineering from University of Indonesia (UI), and Certified Financial Planner (CFP®) from Financial Planning Standard Board (FPSB) Indonesia.

Current position as Head Bancassurance & Investment Management with responsibility on product and sales at Maybank Indonesia. Almost 20 years of experience in banking industry, with various positions that covers sales, product development & business process in wealth management area. Obtained master degree from University of Durham, England with major International Money & Investment.

Ivan Kusuma is the Head of Investment & Insurance DANA Indonesia, has been working in DANA more than 8 months. He has more than 10+ years of experience in Wealth Management industry. Currently he leads all of the projects related to investments, digital strategy, and business strategy to servers 130+ million of users. Previously, he worked at Commonwealth Bank Indonesia in 2019-2022 as Investment Business Head, in 2015-2016 worked at Citi as Investment Product Head. He earned a Bachelor degree from University of Indonesia majoring in Economics-Accounting.

Dion has more than 20 years experience as a tax consultant. He has advised a significant number of large multinational companies from various industries. He also heavily involved on restructuring, financing, M&A and other tax planning projects in Indonesia. His advisory roles have covered a broad range of tax issues in areas ranging from Indonesian domestic to cross border tax issues. Since joining Deloitte in 2009, Dion has participated in various leadership roles from leading Indonesian Financial Services Tax as well as leading Indonesian Deloitte Private Tax. Additionally he is also taking the role as a leader in SEA Tax and Legal Client and Industry. Dion holds a Master Degree in Economics and Finance from Bristol University, the United Kingdom. He is a Certified Indonesian Tax Consultant and a member of Indonesian Tax Consultant Association. He also has a license to practice a Tax Attorney in Indonesian Tax Court.

Yash Shah is a Partner at Synpulse. Being an expert in private banking and wealth management, he has been helping WMs in the region with their wealth transformation journeys and target operating models. He takes care of Synpulse's wealth business in Asia Pacific

Benjamin is the co-founder and Chief Commercial Officer (CCO) of Alta. Alta (previously known as Fundnel) is the largest licensed digital marketplace for alternative investments in Southeast Asia backed by Nomura Holdings (Japan), Philips Securities and Binance Asia. Benjamin leads Alta’s Private Equity and Investments businesses and is responsible for developing the company’s Private Capital Markets and Fund Management capabilities. Benjamin spearheaded Alta’s expansion into Indonesia in 2015 and oversees strategy formulation for regional expansion. Under his leadership, Alta has achieved over USD22 billion in mandated transactions and raised over USD 600 million for private companies and funds to-date. Alta has also since expanded its footprint out of Singapore to Malaysia, Indonesia, and India. In 2022, Alta was named as the Most Innovative Alternative Asset Offering in Singapore; in 2021, Alta was recognised by Financial Times as the 107th fastest growing company in Asia Pacific, Fintech of the Year by The Asset, and 21st fastest growing company in Singapore by The Straits Times. Benjamin was also integral in Alta’s acquisition of Hg Exchange, Asia’s first member-driven licensed private exchange to support the issuance and trading of both digital and non-digital capital market products, licensed by the Monetary Authority of Singapore. Today, the digital exchange operates as Alta’s exchange business, supporting tokenisation and digital custody of alternative assets as an integrated and end-to-end solution. Benjamin served as Independent Non-Executive Director of several listed companies locally and abroad, including Shengye Capital, a specialised enterprise financial services provider in the People‘s Republic of China listed on the Hong Kong Exchange, as well as Y Ventures Group, a data-driven e-commerce company listed on the Singapore Exchange.Benjamin also served as Non-Executive Director of Anthill Capital Pte Ltd, a regional investment and incubation platform, Benjamin’s diverse career has spanned financial services, corporate finance and financial technology across various business levels. Prior to co-founding Alta, Benjamin was with Temasek Holding’s Oil & Gas investment arm, Pavilion Energy, CVCI Private Equity, and Citibank.

Ian Horsburgh is Country Head of Indonesia at Henley & Partners. With a background in wealth management, Ian who is a Certified Financial Planner (CFP®) has extensive experience dealing with high-net-worth profiles providing advice on global residence and citizenship planning.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.

Meru Arumdalu is the Head of Wealth Management at Standard Chartered Bank, Indonesia. She is responsible all wealth management products (Investment, Treasury and Bancassurance product) covering retail clients and the business banking segments. Prior to assuming this role, she was Head of Managed Investment and WMPS at Standard Chartered Bank, Indonesia. She spent ten years at Citibank before joining Standard Chartered Bank in 2015.

Yulius Ardi is Wealth Management Head at Bank Danamon Indonesia. He is responsible for managing wealth products, wealth infrastructure, advisory service, and process simplification. He is also one of the stream leaders in branch transformation project to enable and leverage branches as gateway to advisory services. Yulius joined Bank Danamon in 2019. During his tenure, he leads Wealth Management in tripling both number of customers and AUM growth; and collaborates to launch Wealth digital platform. Prior joining Bank Danamon, Yulius worked at Standard Chartered Bank Indonesia for 9 years with 2 last positions as Managed Investment Product Head and Bancassurance Head. He was responsible for managing investment and bancassurance products, enrolling digital initiatives for both wealth online channel and branch order management system, and leading SCB Indonesia in signing bancassurance partnership with Prudential Indonesia. Previous to his work at Standard Chartered Bank Indonesia, Yulius also spent 6 years with Citibank Indonesia Yulius earned an MBA in Business Leadership from Institute Technology of Bandung (ITB), a Bachelor degree in Industrial Engineering from University of Indonesia (UI), and Certified Financial Planner (CFP®) from Financial Planning Standard Board (FPSB) Indonesia.

Antony is an Indonesian citizen, born in Jakarta in 1974. Served as Commissioner since December 2013 and on March 2015, he was appointed as Director at PT Trimegah Asset Management. He has 18 years of experience in fund management. Started his career as Corporate Bond Quantitative Analyst at J.P. Morgan Investment Management Inc., New York, USA (1998 - 2000), Asian Macro/Equity Analyst at J.P. Morgan Fleming Asset Management Inc., Singapore (2000 - 2002), Asian Macro Analyst/Trader at PMA Investment Advisor Ltd., Hong Kong (2002 - 2003). Joined Fullerton Fund Management/ Temasek Holdings, Singapore (2003 - 2013) with the latest position as Senior Portfolio Manager. Earned BSc (Summa cum Laude) in Electrical Engineering, and M.Eng in Engineering Management from Cornell University, New York, USA. He holds Chartered Financial Analyst (CFA) certificate and Fund Manager License No. KEP-125/PM.211/WMI/2014 in 18 September 2014 officiated by OJK.

Yash Shah is a Partner at Synpulse. Being an expert in private banking and wealth management, he has been helping WMs in the region with their wealth transformation journeys and target operating models. He takes care of Synpulse's wealth business in Asia Pacific

Samdarshi Sumit is President Director and CEO of PT PFI Mega Life Insurance , Indonesia. PFI Mega Life insurance is a Joint Venture between Prudential Financial of the US and CT Corpora , one of the leading conglomerate groups in Indonesia with ventures in Banking , Finance , Retail and Media among others. Prior to his current role , he was the MD of Generali Insurance in Thailand and Chief Retail Officer of Generali Life Insurance in Thailand. Samdarshi has had a wide experience of leadership roles across Retail Financial services with Life insurance, General Insurance and Banking. He has lived and worked in India ,Vietnam, Thailand and Indonesia. Samdarshi is an alumnus of the Indian Institute of Management, Indore and spent his early corporate years at HDFC Bank ,the largest bank in India by market cap. He also pursues interests in Yoga and is a triathlete having completed his first Ironman 70.3 in 2019.

Mr. Sigit Prihatmoko is currently VP Corporate Strategy for PT Bank Negara Indonesia where he advises management on key strategic issues. He oversees long term strategic plan, manage business development and evaluating inorganic initiative, and manage organization change to drive strategy execution. He has been with the company for more than 20 years, with various roles including VP Strategy and Performance, Head of Strategic Planning Group, Project Manager of Contact Center, Project Manager of Multichannel Strategy, Head of Trade Finance Group, and Manager of IT Division. Mr. Sigit Prihatmoko was graduated from Gadjah Mada University, Yogyakarta, Indonesia with Magister Management on Financial Management (MM), and Bachelor of Electrical Engineering and Informattion Technology (JTETI) the same university. Most of his experience falls under banking support including corporate strategy development, multichannel management, contact center, trade finance, international remittance, and information technology project implementation.

Ivan Kusuma is the Head of Investment & Insurance DANA Indonesia, has been working in DANA more than 8 months. He has more than 10+ years of experience in Wealth Management industry. Currently he leads all of the projects related to investments, digital strategy, and business strategy to servers 130+ million of users. Previously, he worked at Commonwealth Bank Indonesia in 2019-2022 as Investment Business Head, in 2015-2016 worked at Citi as Investment Product Head. He earned a Bachelor degree from University of Indonesia majoring in Economics-Accounting.

Ian Horsburgh is Country Head of Indonesia at Henley & Partners. With a background in wealth management, Ian who is a Certified Financial Planner (CFP®) has extensive experience dealing with high-net-worth profiles providing advice on global residence and citizenship planning.

Dion has more than 20 years experience as a tax consultant. He has advised a significant number of large multinational companies from various industries. He also heavily involved on restructuring, financing, M&A and other tax planning projects in Indonesia. His advisory roles have covered a broad range of tax issues in areas ranging from Indonesian domestic to cross border tax issues. Since joining Deloitte in 2009, Dion has participated in various leadership roles from leading Indonesian Financial Services Tax as well as leading Indonesian Deloitte Private Tax. Additionally he is also taking the role as a leader in SEA Tax and Legal Client and Industry. Dion holds a Master Degree in Economics and Finance from Bristol University, the United Kingdom. He is a Certified Indonesian Tax Consultant and a member of Indonesian Tax Consultant Association. He also has a license to practice a Tax Attorney in Indonesian Tax Court.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

Pieter is passionate about how technology innovation creates new disruptive business models, especially in financial services markets. He has been working for 20+ years in the tech industry, and is P&L responsible for the APAC operation in additiv, the leading Swiss wealthtech vendor. Previously he was working for Capgemini in Europe and Orange in Asia, Middle East and Africa. Having worked on digital transformation projects in numerous countries, for the last 20 years his home has always been the Indonesian island of Bali.

David Lai is a Partner and co-Chief Investment Officer of Premia Partners. Prior to Premia Partners, David was Executive Director and Responsible Officer at China Asset Management (HK) Limited where he supervised the company's investment activities and led the build-out of the company's ETF platform in Hong Kong, including launching the world's first cross-border RQFII-based ETF with over US$2 billion in AUM. Before that, David had been a portfolio manager since 2002 at Hang Seng Bank, Mirae Asset Global Investments, and Citic Securities International. David has demonstrated proven investment track record in both active and passive strategies, recognized by numerous industry awards. David holds a Bachelor of Business Administration degree in Finance and a Master of Science degree in Investment Management from the Hong Kong University of Science and Technology, and is a CFA charterholder.

Current position as Head Bancassurance & Investment Management with responsibility on product and sales at Maybank Indonesia. Almost 20 years of experience in banking industry, with various positions that covers sales, product development & business process in wealth management area. Obtained master degree from University of Durham, England with major International Money & Investment.

Mr. Putra is the co-founder and Chief Executive Officer of Pinnacle Investment. He is a member of the firm's Executive and Investment Committee. Prior to establishing Pinnacle, he was a Managing Partner and investment manager at Ares Capital, a quantitative hedge fund and advisory firm based in Jakarta. Previously, Mr. Putra worked for Blackrock in New York, where he was responsible for providing strategic advice to institutional clients on portfolio/investment strategies, analytics, and risk management across various asset classes. He started his investment career as an analyst at Credit Suisse First Boston in New York. M.S. in Financial Engineering - University of Michigan, Ann Arbor B.S. in Computer Science - Arizona State University, Tempe

Dr. Silvio Struebi is a Partner at Simon-Kucher's Hong Kong and Singapore Office. He is a member of the Global Banking Practice and heads the company's banking operations in APAC. Silvio focuses on international Private Banking and B2B Banking in Hong Kong and Singapore. Silvio has more than twelve years of consulting experience. He advises a broad array of local and global financial institutions on multiple topics, starting from monetisation and product management to market-specific implementation of growth strategies. Prior to focusing in the APAC region, Silvio served Retail, Private Banks and Asset Managers in Switzerland and Europe. Prior to joining Simon-Kucher, Silvio worked for an international Private Bank in Zurich and at a consulting start-up. He received his PhD in Marketing from the University of St. Gallen and has a Masterʼs degree in business administration.

Dr. Silvio Struebi is a Partner at Simon-Kucher's Hong Kong and Singapore Office. He is a member of the Global Banking Practice and heads the company's banking operations in APAC. Silvio focuses on international Private Banking and B2B Banking in Hong Kong and Singapore. Silvio has more than twelve years of consulting experience. He advises a broad array of local and global financial institutions on multiple topics, starting from monetisation and product management to market-specific implementation of growth strategies. Prior to focusing in the APAC region, Silvio served Retail, Private Banks and Asset Managers in Switzerland and Europe. Prior to joining Simon-Kucher, Silvio worked for an international Private Bank in Zurich and at a consulting start-up. He received his PhD in Marketing from the University of St. Gallen and has a Masterʼs degree in business administration.

Pieter is passionate about how technology innovation creates new disruptive business models, especially in financial services markets. He has been working for 20+ years in the tech industry, and is P&L responsible for the APAC operation in additiv, the leading Swiss wealthtech vendor. Previously he was working for Capgemini in Europe and Orange in Asia, Middle East and Africa. Having worked on digital transformation projects in numerous countries, for the last 20 years his home has always been the Indonesian island of Bali.

Scott Moore is Managing Director and Head of the Indonesia and Philippines offices at Henley & Partners. Scott has extensive experience dealing with high-net-worth individuals and their families concerning residence and citizenship planning. He holds a Bachelor of Commerce from the University of British Columbia and has attended the National University of Singapore.

Benjamin is the co-founder and Chief Commercial Officer (CCO) of Alta. Alta (previously known as Fundnel) is the largest licensed digital marketplace for alternative investments in Southeast Asia backed by Nomura Holdings (Japan), Philips Securities and Binance Asia. Benjamin leads Alta’s Private Equity and Investments businesses and is responsible for developing the company’s Private Capital Markets and Fund Management capabilities. Benjamin spearheaded Alta’s expansion into Indonesia in 2015 and oversees strategy formulation for regional expansion. Under his leadership, Alta has achieved over USD22 billion in mandated transactions and raised over USD 600 million for private companies and funds to-date. Alta has also since expanded its footprint out of Singapore to Malaysia, Indonesia, and India. In 2022, Alta was named as the Most Innovative Alternative Asset Offering in Singapore; in 2021, Alta was recognised by Financial Times as the 107th fastest growing company in Asia Pacific, Fintech of the Year by The Asset, and 21st fastest growing company in Singapore by The Straits Times. Benjamin was also integral in Alta’s acquisition of Hg Exchange, Asia’s first member-driven licensed private exchange to support the issuance and trading of both digital and non-digital capital market products, licensed by the Monetary Authority of Singapore. Today, the digital exchange operates as Alta’s exchange business, supporting tokenisation and digital custody of alternative assets as an integrated and end-to-end solution. Benjamin served as Independent Non-Executive Director of several listed companies locally and abroad, including Shengye Capital, a specialised enterprise financial services provider in the People‘s Republic of China listed on the Hong Kong Exchange, as well as Y Ventures Group, a data-driven e-commerce company listed on the Singapore Exchange.Benjamin also served as Non-Executive Director of Anthill Capital Pte Ltd, a regional investment and incubation platform, Benjamin’s diverse career has spanned financial services, corporate finance and financial technology across various business levels. Prior to co-founding Alta, Benjamin was with Temasek Holding’s Oil & Gas investment arm, Pavilion Energy, CVCI Private Equity, and Citibank.