Speaker Profiles

John F. Carter is President and founder of TradeTheMarkets.com, a company that has been giving independent analysis on the financial markets for over a decade. His nightly newsletter is followed by over 125,000 people. Not shy to voice his opinions, Carter tells his followers when it’s insane to own stocks, when it’s imperative to buy gold, when it’s crazy to buy real estate, or when it’s ridiculous to believe the recommendations and assessments coming from Wall Street, talking heads, or the government. Having grown up with a Morgan Stanley stockbroker, Carter has been around the markets all of his life, and made his first trade while still in high school in 1987. He worked as a financial analyst before launching his own firm. In 2006 McGraw Hill published his book, Mastering the Trade, which has been a best seller in its niche for 2 ½ years.

Brent Penfold is a full time trader, author, educator and licensed Advisor. He began his career in 1983 as an institutional dealer with Bank America and today specializes in trading global currencies and indices. Brent is the author of the best selling books Trading The SPI (Wiley 2005) and The Universal Principles of Successful Trading (Wiley 2010) and is profiled in John Atkinson’s e-book The Stock Market Wizards of Australia. His new books, Trading with the Hidden Dragon and Forex Trading Made Profitable are due for release by John Wiley in 2010 and 2011. Brent publishes daily newsletters for active Forex and Index traders and is a popular and sought after international speaker who has presented to traders throughout the Asia Pacific region in Australia, New Zealand, Malaysia, Singapore, Hong Kong, Vietnam, Thailand, India and China.

Brent is a licensed futures advisor (AFSL 225946) and holds a Master of Commerce (Finance) degree.

To learn more about Brent Penfold and his services you can visit his web sites:

www.IndexTrader.com.au
www.CyclePoint.com.au

Tae Yoo serves as Director, Head of Strategic Sales and Administration, Asia with responsibility for developing and executing CME Group’s business and sales strategy in Asia. Yoo has 15 years of futures industry experience. He joined CME in 1997.

Yoo was part of Asia business development strategy team and played key role in developing various key business ventures for CME Group including the KOSPI 200 futures listing agreement with KRX on CME Globex, establishing telecommunication hub in Seoul and listing of Asia based CME Group products. In 2003, he was a part of project lead team on the agreement of common clearing link with the Chicago Board of Trade. While in clearing division, he served as risk management and team leader specializing in CME interest rates, foreign exchange and equity products. He led cross-margining projects with the Options Clearing Corporation (OCC), the Fixed Income Clearing Corporation (FICC), New York Mercantile Exchange (NYMEX), London Clearing House (LCH) using Standard Portfolio Analysis of Risk® (SPAN®) System. He has been named an inventor on four U.S. patents on derivative risk management margining applications.

Prior to joining CME, he was an Associate Vice President of Asia Business Development at Sumitomo Mitsui Bank (formerly Sakura Dellsher, Inc.) in Chicago and an associate at Goldman Sachs & Co. in Chicago. He holds a bachelor’s degree in business administration from the University of Notre Dame and a Masters degree in financial markets and trading from the Stuart School of Business at the Illinois Institute of Technology. He also completed the Graduate Student AL program at the University of Chicago, Graduate School of Business.

Jeffrey is Senior Director of the Singapore Commodity Exchange Limited (SICOM), a company of the Singapore Exchange Limited (SGX). He is in charge of the clearing house and technology departments. He was previously Vice President, Clearing and Commodities in SGX, in charge of the development and implementation of SGX AsiaClear® - SGX's over-the-counter (OTC) clearing business and facility for energy and freight derivatives. In his previous assignments with SGX, Jeffrey headed its Strategy and Business Development department and was with its Corporate Strategy function. Prior to SGX, Jeffrey was an Associate Director with Standard & Poor's (S&P) credit rating agency as the primary analyst of the financial institutions portfolio for S&P in Malaysia. He was also involved with the analysis of the financial institutions in Thailand and Indonesia. Jeffrey is a Chartered Financial Analyst and graduated with an Honours Degree in Biochemistry from the National University of Singapore. He has also completed the Executive Development Programme with the University of Chicago Graduate School of Business.

Prior to joining Walton in 2001, Angela worked as a Supervisor at an office automation company. During this time, and after the arrival of her 4th child, Angela decided to become a full-time homemaker. Today, Angela is a Senior Group Manager leading her own team of sales managers and consultants. Angela believes in being focus and persistent in whatever she does, in order to maintain a balanced life.

Prior to joining Walton in 2003, Andy spent over 15 years working for a Fortune 500 company, where he held the position of Regional Sales Manager for the Asia-Pacific region. Today, Andy is one of Walton's top-performing Group Managers, successfully leading his own team of sales managers and consultants. Andy is dedicated to delivering results and helping his clients grow their wealth.

Carmen is the head of OCBC Investment Research (OIR), a unit of OCBC Group. At OCBC Investment Research, she oversees a team of research analysts and research assistants, providing in-depth research and commentaries on a diverse range of sectors and listed companies. She also provides regular investment commentaries and investment outlook for the Singapore market. Her reports and views are often quoted by the financial media including The Business Times, The Straits Times, Lianhe Zaobao, The Sunday Times, Smart Investors, Bloomberg, Reuters, Dow Jones, Radio 93.8 and The Edge. Carmen has also presented her investment views at numerous investor conferences organized by the SGX, SIAS, OCBC, etc. Carmen has close to 20 years of investment research experience working for several major European and Asian equity research houses including Standard Chartered, UBS and the former Keppel Bank.

OIR has a special niche in the coverage of mid-cap stocks, leveraging on OIR’s strong relationships with corporates. OIR has been consistently rated by StarMine, an organization that focuses on helping investment firms worldwide to make better investment decisions with their analytics and equity research management tools. For 2007, OIR topped the Starmine’s earnings estimates category for mid-to-small cap Singapore-listed stocks. OIR was also ranked 5th in 2009 for its recommendations on large cap stocks.

Eugene Wee has more than 10 years of market experience as a Quantitative Analyst and an Investment Strategist at Global Financial Institutions. His research has covered International Equities and he has provided advisory services to clients covering portfolio construction and asset allocation across the major asset classes. Eugene is currently the Head of Products at OCBC Securities and he has an MBA from HEC School of Management (France).

Mr. Tony Lim joined Saxo Capital Markets in 2007 and is currently the Head of Account Management for the private client group in Asia Pacific. He has close to 15 years of extensive experience in the financial markets with organizations such as the Singapore Exchange. Tony is a licensed dealer for both securities and derivatives products and has conducted numerous seminars and workshops on topics ranging from stock to futures trading since 1997.

Rony Ang has over 20 years of experience in global financial markets. At City Index, Rony has been tasked with growing and developing the SE Asian customer base and product offerings in a competitive market where quality and service vary widely. Prior to joining City Index, Rony was Head of Sales with an UK based listed derivatives platform provider, IG Markets. Rony also has had 15 years of sales experience with EBS (now known as ICAP Electronic Broking), the world's largest interbank FX broker, where he was seconded to Citibank Toronto in 1992 to manage FX sales and system deployment in Toronto and Chicago. Apart from the retail acquisition business at City Index, Rony is also highly successful in building a network of introducing brokers and institutional partnership. Rony holds a Bachelor of Science degree from Bob Jones University and an MBA degree from the University of South Carolina.

Mr. Donny Lew graduated from the Singapore Institute of Management majoring in Computer Science and has been with Phillip Securities since 2006. Currently, he is specialised in providing central dealing services together with his team. He is also a product specialist for the Extended Settlement Contract product. He also brings with him more than 3 years of experience for marketing and client servicing.

Mr Avtar Sandu is the Asian Commodities Manager of Phillip Futures.

Avtar has been in the futures markets for more than 15 years. He is a product specialist in commodities (Crude Oil, Rubber etc) and has a good understanding of exchanges including TOCOM, CME, NYMEX, SICOM etc. Avtar is an experienced speaker and covers topics like trading strategies and techniques, market psychology, fundamental and technical analysis and risk exposure management.

Song Seng Wun is presently the Chief Executive Officer and Regional Economist in CIMB-GK Research Pte. Ltd.

Born a Malaysian, Seng Wun holds a Master of Arts in Econometrics from the University of Canterbury, New Zealand. He started his career as an economist in Malayan Banking Bhd. In the early 1990's, he moved to Singapore and worked as a Regional Economist with various major multi-national financial institutions such as Merrill Lynch (formerly Smith Newcourt); Warburg Dillion Reed (formerly SB Warburg) as well as ABN Amro (formerly ABN Amro Hoare Govette).

Seng Wun's area of focus is in the economies of ASEAN-5. He is an icon in South Asia's media as he regularly contributes his professional views on the regional financial markets.

Don Schellenberg is a full-time trader and educator. In addition to his capacity as a professional analyst, Don conducts trading seminars for private and professional investors, traders and fund managers. Don’s been a guest speaker at various stock exchanges and at major financial conferences and forums in a dozen countries from China to India. He’s provided regular analysis for Thailand’s stock market and currency forecasts for one of China’s leading financial magazines ‘Stock Market Trend Analysis’. As a popular, in-demand educator, Don has also conducted over 100 seminars in numerous countries on behalf of Singapore based NextVIEW Pte Ltd, which serves the financial industry with charting software and investor education.

Mr Ken Chee is the Group CEO of an integrated marketing and brand strategy company, specializing in ROI marketing. Throughout his journey as an entrepreneur, he has successfully spearheaded local and regional marketing campaigns helping his clients increase their market presence and revenue. He is in the business of generating ideas that sell. Ken’s passion about understanding how businesses really work led him and his partners to start a ‘Value Investing Mastermind Group’ several years ago. Since 2002, he has achieved an annualized compounded return of 15% - 21% with winning picks like SGX and The Hour Glass.

Currently, Ken owns 5 successful businesses and generated millions before the age of 30. He channeled his active income into equity investment after learning and modeling from the world’s most successful investors like Warren Buffett and Peter Lynch.

As a much sought after speaker in Asia for seminars on Entrepreneurship, Brand and Advertising, Personal Development and Value Investing, Ken has taught and addressed more than 40,000 individuals to date.

For inspiring others in his journey toward success, Ken was awarded the “Spirit of Enterprise Award 2005” by the President of Singapore, Mr SR Nathan.

Mark is an award-winning journalist and broadcaster, well-known to radio and television audiences in the Asia Pacific.

During his seven year career at CNBC Asia Pacific, he held almost every position in the newsroom, including Producer and Australia Editor, and in front of the camera as Stock Reporter, Anchor and Field Reporter. At age 28, Mark launched CNBC Australia in Sydney as Bureau Chief.

In Singapore, he was a member of the inaugural production and presentation team of English-language talk radio station 938LIVE.

Having spent many years in South Africa, Germany and Australia, Mark has called Singapore home since 1997.

He has been CEO of Investor Central since 2006, evanglising value investing for retail investors.

P.A. Rajan is a technical analyst with MF Global Singapore Pte Ltd and provides daily technical analysis reports on stock indices, commodity futures and weekly trade recommendation on Singapore CFD stocks. He holds a postgraduate degree in Engineering and has more than 10 years experience in technical analysis. He is an Affiliate in Market Technicians Association and has passed two levels of Chartered Market Technician (CMT) program. He has worked as a FX Technical Analyst in IDEAglobal Ltd, an independent FX research firm and Stock Dealer. He specializes in Elliot Wave Theory, Intermarket Analysis, Sentiment Analysis, Momentum studies and Volume & Breadth studies on stock markets.

Howard brings a wealth of financial market experience to MIG. After spending 5 years as a Sales/Trader for a Japanese securities firm and a short spell at Reuters, he got involved with technical analysis and has held numerous advisory and trading roles over the past 15 years. Howard is a strong advocate of the systematic approach and has developed numerous profitable models for use in short-term trading. He is a member of the Market Technician's Association, holding the 'Chartered Market Technician' designation. He appears regularly on financial TV as a market commentator and conducts seminars on trading and technical analysis.

Brandon has appeared as a guest on CNBC, Bloomberg TV, and Fox Business Channel. He has conducted special seminars for CNBC staff on technical analysis of the financial markets. Brandon has published articles in The Trader's Journal, Forex Journal, Investor Magazine, and Investor's Business Daily. Brandon has also appeared as an industry expert speaker at the Trader's Expo, The Money Show, and Asia Traders and Investors Conference.

As a former stockbroker, brokerage trader, and hedge fund trader, Brandon brings various market views and insight to his trading classes and lectures.

A wealth of knowledge, he has held NASD securities series 7 and 63 licenses.
An Online Trading Academy graduate himself in 1998, Brandon has been trading equities, options, forex, and futures in his own account since. Brandon is also the San Diego Chapter Chair of the Market Technicians Association and holds the Chartered Market Technician Designation.

Sebastian Chong is Managing Director of Financial Info Analysis Pte Ltd and popular subscription based investment ideas and education website, www.shareowl.com . He is the key writer of analysis articles and moderator of the website’s daily forum postings. He has published three books on investment analysis, including Value Investing of which all 6,000 copies printed were sold out in Singapore. He is a frequently sought after speaker and trainer in value investing, medium term trading and financial statement analysis.

Before founding his own company and website in 1983, he was a fulltime professor in accounting and finance at the National University of Singapore for 23 years and prior to that he was a senior audit manager with a Big Four international accounting firm. He has been an active investor and trader in equities since 1975. Sebastian is a CPA and holds a Master of Economics (Accounting) degree from the University of Sydney.