Course Overview

[Analysis of International Wealth Management Products and Models] by Professor Shipan Bai, a famous expert in the field of finance in Singapore, presented by the National University of Singapore Business School.

Introduction to the lecturer:

Dr. Bai has 20 years of practical experience in the financial industry since 1979, the first 10 years of which were in Singapore Hualian and United Overseas Bank Group. The departments I worked in included banking retail business, credit control, and corporate banking development. Finally, I led a team of managers responsible for corporate customer relations. The second 10 years at OCBC Group in Singapore, responsible for the global (mainly in Asia) investment banking, capital markets and Treasury Department business; His previous position was Senior Vice President and Head of Department. Responsibilities include planning and managing the issuance, underwriting, placement and trading of corporate bonds, co-lending, project financing, designing investment products and hedging financial instruments, trading of derivatives such as interest rate and foreign exchange swaps and options.

Dr. Bai is also responsible for the planning and coordination of regional investment banking operations in China, Hong Kong and Taiwan. Dr Peh is also a member of the OCBC Group Asset and Liability Management Committee (ALCO). The Committee’s responsibilities include planning and managing the structure of the Group’s balance sheet, product pricing metrics, and managing risks in structured markets (including interest rates and foreign exchange) and liquidity within the banking book; Ensure that banks comply with regulatory regulations and regulatory requirements such as loan-to-deposit ratios, minimum liquidity requirements and regulatory capital requirements.

Dr. Peh joined the Monetary Authority of Singapore (Singapore’s central bank and unified financial regulator) in 1999 as Director of the Financial Products and Risk Expertise Division. The Agency provides financial products and risk expertise to assist regulators in supervising banks, including on-site inspections, as well as advice to other agencies in the development of regulatory rules and financial policies. In 2003, he was reassigned as Director of the Department of Oversight, Policy and Professional Training. It formulates regulatory objectives, concepts, frameworks, methods and tools for the Banking Department, the Insurance Department and the Securities Department. We also plan and provide in-house professional training courses, as well as other opportunities to learn and improve skills.

In 2008, Dr. Peh was appointed Director of the newly established Monetary Authority of Singapore Academy, founding the Academy and taking charge of its day-to-day operations. The College’s responsibilities include professional training and skills upgrading, research and knowledge management, and technical assistance to peer institutions in other countries. The main areas of training include central banking and monetary policy, macro finance and stability of the financial system, macro and micro financial prudential supervision (including banking, insurance and securities), market conduct supervision, financial development and innovation, financial markets, institutions and products, risk management and internal control, etc.

During his tenure at the Monetary Authority of Singapore, Dr. Bai’s other positions include working for the Asia-Pacific Economic Cooperation Member of the Financial Regulation Training Advisory Committee, representative of the Monetary Authority of Singapore of the Joint ASEAN (ASEAN) and Australian Government Financial Advisory and Training Group, member of the Banking Supervision Working Committee of the New Monetary Authority, member of the Banking Institution Risk Rating Committee of the New Monetary Authority, member of the Steering Committee of the New Monetary Authority Basel II Capital Accord, Member of the New Monetary Authority Basel Head of the Standard Development Team for the Validation of the internal credit rating Model of the Capital Agreement II, and regularly represents the HKMA at relevant international regulator meetings.