Smartkarma Webinars

ELITE SP: A Unique Social Infrastructure Play

For our next Corporate Webinar with are glad to welcome the management team of Elite Commercial REIT (ELITE SP): 

• Shaldine Wang, CEO
• Jonathan Edmunds, CIO
• Joel Cheah, CFO

Elite Commercial REIT is the first and only UK-focused listed REIT in Singapore. Listed on SGX-ST in February 2020, Elite has been established with the principal strategy of investing, directly or indirectly, in commercial and real estate-related assets in the UK. In their upcoming webinar, Shaldine will share a short company presentation after which, she, together with Jonathan and Joel, will engage in a fireside chat with Smartkarma Insight Provider Sumeet Singh. This will be followed by a live Q&A session.

Shaldine Wang, Chief Executive Officer

Ms Wang has over 20 years of experience in corporate finance, financial management, and investments. Prior to her present appointment, she was the Portfolio Director of Elite UK Commercial Fund. Prior to that, Ms Wang was the Head of Projects at Sime Darby Real Estate Management Pte. Ltd., where she was responsible for investment and development opportunities for the Sime Darby Property private fund. Before that, she headed the finance function in a couple of Hong Kong- and Singapore-listed companies in the maritime industry, including as the Chief Financial Officer of the manager of SGX-ST-listed Pacific Shipping Trust. Ms Wang has also served as the Head of Investment at the manager of Cambridge Industrial Trust (now known as ESR-REIT) where she was responsible for portfolio investment, divestment, and built-to-suit activities. Ms Wang holds a Bachelor of Science in Biological Science from the University of Guelph, Canada, and a Master of Arts in International Financial Analysis from the University of Newcastle Upon Tyne, UK.

Jonathan Edmunds, Chief Investment Officer

Mr Edmunds has more than 18 years of experience in the real estate industry, focusing on real estate investment and management across various sectors globally. Previously, he was the Investment and Asset Management Director of Elite UK Commercial Fund. Preceding that, Mr Edmunds was the Director of the Real Estate department of AEP Investment Management Pte. Ltd., where he was responsible for the strategic investment and transaction management for their UK, Australia, and Singapore mandates. He was also a lead manager of Basil Property Trust and was responsible for investments, fund acquisitions, and structuring. Prior to that, Mr Edmunds had worked in the UK and Switzerland in various asset management roles including fundraising, acquisitions, structuring, reporting, managing investment strategies, managing a US$250 million equity mandate to acquire income-producing assets in the UK and Europe as well as structured and arranged debt capital, implemented interest rate hedges, and managed portfolio asset performance. Mr Edmunds graduated from University of the West of England with a BA (Hons) Business Studies. He also holds a Master of Arts in Property Valuation and Law from The City University in London, UK.

Joel Cheah, Chief Financial Officer

Mr Cheah has over 13 years of experience in finance, capital markets, treasury, and strategic planning. Prior to this, he was the Finance Director of Elite UK Commercial Fund. Prior to that, he was the Senior Vice President of Finance for the Manager of a SGX-ST-listed hospitality trust, where he was responsible for the oversight of the preparation of statutory accounts for reporting, coordination with external auditors, managing tax affairs, and treasury matters. Mr Cheah also served as the Treasurer at the manager of Cambridge Industrial Trust (now known as ESR-REIT) where he was responsible for treasury, financing, and portfolio risk management. He was named Highly Commended Winner for Best Financing Solution at the Adam Smith Asia Awards 2015. Mr Cheah started his career in strategic planning and investment research roles for various financial institutions. Mr Cheah holds a Bachelor of Business from Nanyang Technological University, Singapore and a Master of Science (Real Estate) from National University of Singapore. He is also a Chartered Financial Analyst.

Sumeet Singh, Aequitas Research

Sumeet Singh is the head of IPOs & Placements for Aequitas Research. Aequitas covers all IPOs and placements across Asia-Pacific with a deal size of at least US$100m. As of December 2020, the Aequitas team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%. Prior to Aequitas, Sumeet was the head of Content Strategy for Smartkarma, also covering IPOs & Placements. In an earlier life, Sumeet covered ASEAN property and the banking space in India.

Evergrande: Quantifying Risks and Potential Domino Effect

Tune in for our Flash Webinar as we look at recent developments at Evergrande Real Estate Group (3333 HK). The highly indebted real estate company saw its share price jump from four-year lows on the resolution of a dispute with a Chinese bank, but trouble for China’s largest property developer seems far from over. Join us for a discussion with Insight Providers Charles Macgregor and Travis Lundy on the current situation and where the company goes from here.

Travis Lundy 

Travis Lundy has 20+ years of experience in Asia doing alternative strategies (i.e. non-delta1 non long-only) in fixed income, equity derivatives, and activist/catalyst/event-driven and long-short equity strategies, with most of that time spent managing money.

Charles Macgregor 

Charles Macgregor is an industry veteran with over 35 years of experience. As Head of Asia, he is responsible for the Asian credit research product at Lucror, which he joined in 2013. Previously, he had worked for Deutsche Asset Management, where he was Head of Credit Research, Asia-Pacific and Co-Chair of their Global Credit Methodology Committee. He also worked at Moody’s, where he was a Senior Credit Officer and a member of their New Instruments Committee and Symbols & Definitions Committee.

SISB TB: Bringing International Education to Thai Students

For our next Smartkarma Corporate Webinar, we are glad to welcome Singapore International School of Bangkok (SISB TB)’s CEO and Co-Founder, Khun Kelvin Koh. SISB is a leading provider and manager of Singapore International Schools in Thailand. Founded in 2001, SISB currently owns and manages five campuses, which adopt the Singapore and UK curricula as the foundation for teaching and learning. The SISB name is inspired by its first campus, Singapore International School of Bangkok, which pioneered the Singapore education curriculum in Thailand. In this Webinar, Kelvin will share a short company presentation and engage in a fireside chat with Smartkarma Insight Provider Dr. Andrew Stotz, followed by a live Q&A session.

Kelvin Koh

Kelvin Koh is the co-founder and chief executive officer of SISB Co. Ltd. Mr Koh was educated in Singapore and has been based in Thailand since 1992. He holds an executive MBA Degree from Sasin, Graduate Institute of Business Administration of Chulalongkorn University, Thailand and a diploma in mechanical engineering from Ngee Ann Polytechnic, Singapore. He speaks fluent English, Chinese and Thai

Dr. Andrew Stotz, CFA 

Andrew Stotz graduated with a Bachelor of Science in Finance and an MBA from California State University and earned his PhD in finance from the University of Science and Technology of China. In 2013, Andrew retired from a 20-year career as an equity analyst at various brokers in Thailand to set up A. Stotz Investment Research (ASIR). His final eight years in the business were spent as a Head of Research, managing teams, and writing strategy regularly. He is the current CFA Society Thailand president. While Head of Research at CLSA, Andrew was voted No. 1 Analyst in Thailand in the Asiamoney Brokers Polls for 2008 and 2009. He was also voted No. 1 Analyst in Thailand in the 2009 Institutional Investor magazine All-Asia Research Team Report.

Overweight and Underweight in Indonesia Amidst the Covid Crisis

For our next Webinar, we have the pleasure of welcoming Insight Provider Henry Soediarko to explore overweight and underweight in Indonesia. The country’s healthcare system has been overwhelmed due to COVID-19, raising questions about hospital operators such as Mitra Keluarga Karyasehat Tbk (MIKA IJ) and Siloam International Hospital (SILO IJ), while tighter testing and vaccination regulations could bode well for Prodia (PRDA IJ) as the only listed entity in Indonesia with expertise on testing.

Henry Soediarko 

Henry Soediarko is a Long & Short Investment Ideas generator for Asian Equities with 10 years of experience in a Hedge fund focused on bottom-up ideas, searching out mispriced ideas and misunderstood investment theses. He provides on-the-ground insights in various Asian markets with a sway towards ASEAN. 

ILINK TB: Three-Pronged Network Provider of Thailand

For our next Smartkarma Corporate Webinar, we are glad to welcome the General Manager of Interlink Communication (ILINK TB), Khun Varisa (Risa) Anuntarumporn. ILINK imports and distributes cabling accessories; acts as a contractor for cabling, networking, and communication systems; and provides solutions for computer, information, and communication systems in Thailand. In this Webinar, Risa will share a short company presentation and then engage in a fireside chat with Smartkarma Insight Provider Angus Mackintosh, followed by a live Q&A session.

Varisa Anuntarumporn

Varisa (Risa) Anuntarumporn is the General Manager and Head of Investor Relations for Interlink Communication, responsible for strategic direction, vision, growth, and performance of the Interlink Group. As a successor with more than six years of experience at ILINK, Risa is known for maximising operational excellence and delivering financial performance. She holds an MBA from the University of Michigan, Ann Arbor, USA, specialising in Management & Organisations. Currently, Risa is based at Interlink Head Office in Bangkok, Thailand.

Angus Mackintosh 

Angus Mackintosh has been in Equity Sales and Research for more than 25 years covering Asian markets. He possesses in-depth knowledge of a wide range of companies, economies, and markets in Asia. Over his career, he has specialised in HK/China and ASEAN markets at various different Investment Banks, most recently heading equities in Indonesia for Bank of America Merrill Lynch in Jakarta for more than three years. Whilst in Jakarta, he produced a well-read daily and weekly product on the Indonesian market, which included company visits as well as political, economic, and sector commentary. He is a former racing skier who enjoys ultra-marathons and surfing in his spare time.

Foundations of Sustainable/ESG Investing and Finance

For our next Smartkarma Webinar, we are thrilled to welcome back Insight Provider Kyle Rudden, who will be sharing insights on the trending issue of Environmental, Social, and Governance Investing. ESG investing is widely seen as a way of investing “sustainably” where investments are made with consideration of the environment and human well-being, as well as the economy. Kyle believes global sustainability is imperative and views private-sector capital as its cornerstone. As such, he supports the various impact-oriented strategies typically associated with ESG investing. However, his views on ESG and investing lean more pragmatic than idealistic, and his research focuses on applying ESG analysis to general investing rather than to “ESG investing” per se. Kyle subscribes to the Triple Bottom Line view of sustainability, where economic and financial metrics are deemed as important as ESG factors.

This webinar is organised jointly by Smartkarma and SGX.

Kyle Rudden 

Kyle Rudden is an ESG (Environmental, Social, Governance) analyst with an alpha-centric approach to ESG research, who believes that global sustainability – i.e., environmental stewardship, social equality, and economic prosperity – is imperative, and private-sector capital is its cornerstone. Private-sector capital still has fiduciary responsibilities. Profitability is necessary for sustained impact. The Triple Bottom Line. People, Planet, AND Profit.

Themes Affecting the Risk-Reward Trade-Off in Emerging Asia

For our next Smartkarma Webinar, we have the pleasure of hosting Insight Provider Manu Bhaskaran, who will be tackling key macro themes in Asia, including the extent of geo-political risks in the region, increased bifurcation for the trajectories of the region’s economies, and increased opportunity in new technologies which may be going unnoticed.

Manu Bhaskaran 

Manu Bhaskaran is a leading Asia economist based in Singapore, with more than 30 years of experience in studying economic, political, and security issues that shape the business environment in Asia. He coordinates the Asian business of Washington DC-based strategic advisory firm, Centennial Group, directing its Asian economic research practice, which provides in-depth analysis of macro trends in Asia. He works extensively with investment institutions, government agencies, and corporations, and regularly presents his views on the economic, political, and business environment in Asia at business conferences and in-house briefings. He is a member of the Regional Advisory Group for Asia and the Pacific of the International Monetary Fund. 

Manulife US REIT (MUST SP): US Real Estate During and After COVID-19

For our next Smartkarma Corporate Webinar, we are glad to welcome Manulife US REIT (MUST SP)’s CFO, Robert Wong, and Chief IR and Capital Markets Officer, Carol Fong. MUST is the first pure-play U.S. office REIT listed in Singapore, offering investors the opportunity to have a piece of U.S. real estate in their portfolio. Having tripled its AUM in the last five years, Carol will share a short company presentation on MUST’s journey and its strategy moving ahead in a post-COVID-19 world. Afterwards, she and Robert will engage in a fireside chat with Smartkarma Insight Provider Angus Mackintosh. This will be followed by a live Q&A session.

Caroline Fong

Caroline Fong is the Chief Investor Relations and Capital Markets Officer and also the Chief Sustainability Officer for Manulife US REIT. At MUST, she is responsible for IR, communications, strategy, fundraising, and sustainability. Carol has over 15 years of experience in IR, capital markets, fundraising, and IPOs. Prior to MUST, Carol worked in Temasek, ESR-REIT, Capitaland, and SGX.

Robert Wong

Robert Wong is the Chief Financial Officer of Manulife US REIT. He is responsible for finance, capital management, treasury, and accounting operations for MUST. Robert has over 20 years of experience in the finance and accounting professions, mainly in the real estate investment management industry. Prior to MUST, Robert worked in ARA LOGOS Logistics Trust, ING Real Estate, and has held various finance roles in Australia with Mirvac Funds Management, Colonial First State Property, and Westpac Investment Property Limited.

Angus Mackintosh 

Angus Mackintosh has been in Equity Sales and Research for more than 25 years covering Asian markets. He possesses in-depth knowledge of a wide range of companies, economies, and markets in Asia. Over his career, he has specialised in HK/China and ASEAN markets at various different Investment Banks, most recently heading equities in Indonesia for Bank of America Merrill Lynch in Jakarta for more than three years. Whilst in Jakarta, he produced a well-read daily and weekly product on the Indonesian market, which included company visits as well as political, economic, and sector commentary. He is a former racing skier who enjoys ultra-marathons and surfing in his spare time.