Should you want to sign up for the event, please contact the Quinlan & Associates team by email at general@quinlanandassociates.com.
Streamlining the Employee Personal Account Dealing (PAD) Experience at Financial Institutions
- The webinar will explore how regulated financial institutions can better streamline employee investing to both mitigate personal account dealing compliance risks and improve employee financial outcomes.
Event Details
- 23 November 2026 (Monday)
- 4:00 p.m. – 5:00 p.m.
- Microsoft Teams
- Dial-in
Registration Form
Important Note:
- Recording the event is strictly prohibited.
- Registration must be made using a corporate email address.
- No late registrations will be accepted.
Speakers
Jeremy Lim, APAC Head of Business Management & Operations for the Client Group, Capital Group
Jeremy Lim is the APAC head of business management & operations for the client group at Capital Group. He has 28 years of industry experience and has been with Capital Group for 27 years. Earlier in his career at Capital, he was the senior manager of Global Investment Control in Asia. He holds a bachelor’s degree in business administration from the National University of Singapore and holds the Chartered Financial Analyst® designation. He is based in Singapore.
Gregory Van, Co-Founder & CEO, Endowus
Gregory Van is Co-Founder and Chief Executive Officer of Endowus. Endowus’ mission is to democratise wealth management for all and empower everyone to invest better to live easier today, and better tomorrow.
As CEO, Greg is responsible for driving the company’s growth and strategic execution. He began his career in investment banking at UBS, advising and fundraising for private equity and venture capital firms in the Asia Pacific region. Greg then joined Grab in its early days and was part of the pioneer team that launched the firm’s digital payments services across Southeast Asia.
Greg has been awarded the “CEO of the Year” for the Singapore market at Asia Asset Management’s Best of the Best Awards 2023 for two consecutive years and sits on the World Economic Forum Global Retail Investor steering committee.
Greg graduated magna cum laude with a BA in Politics, Philosophy, and Economics from the University of Pennsylvania.
Francis Chung, Executive Chairman, MPF Ratings
Francis Chung is Executive Chairman of MPF Ratings Ltd, an independent organization working to make the Mandatory Provident Fund (MPF) work better for Hong Kong’s scheme members and for the schemes themselves.
Through independent research, commentary, and education, MPF Ratings helps people make sense of a system that often feels complex. MPF Ratings pioneered its Gold, Silver, and Bronze ratings and awards, now an industry standard for what makes a value-for-money scheme. Their ratings and awards make retirement planning easier to understand, give schemes a credible way to show their value, and push the industry toward stronger competition and better practices.
Francis brings nearly three decades of investment management experience, including senior roles at Goldman Sachs, HSBC, and Schroder Investment Management. One belief drives his work: Hong Kong people deserve to get the most from their retirement savings.
Born in Australia and a Hong Kong resident for 14 years, Francis also turns his critical eye on the city’s professional football clubs.
Dominic Ong, Chief Financial Officer & Head of Strategic Partnerships, Endowus
Dominic Ong is the Chief Financial Officer and Head of Strategic Partnerships of Endowus, a leading digital wealth platform in Asia.
Dominic oversees the strategic planning and implementation of all financial activities of the business. With over 15 years of financial services experience, he has deployed revolutionary financial strategies to drive radical growth and empowered Endowus to become a trusted and leading investment platform that offers access to the best-in-class digital experience.
Prior to Endowus, Dominic was the Head of Strategy and Business Development in Asia-Pacific at Rayliant Global Advisors, a quantitative asset manager. In this role, he was leading the firm’s institutional business development efforts in the APAC region and had set up Rayliant’s Strategy function, even successfully closing one of their fundraising rounds.
He started his career advising Australian banks and private equity firms on strategy at McKinsey & Company in Sydney. After which, he spent a decade at Standard Chartered Bank in Hong Kong and Singapore where he held several senior positions, including as the head of the quantitative investment solutions (QIS) team which developed investment products for the Bank’s institutional, corporate and private banking clients.
Benjamin Quinlan, CEO and Managing Partner, Quinlan & Associates
Benjamin Quinlan is the former Chairman of the FinTech Association of Hong Kong and is a Board Member at the Australian Chamber of Commerce.
Benjamin has an extensive track record advising governments, regulators, and many of the world’s leading financial institutions, multinationals, and leading startups on a variety of high-profile strategic engagements. Outside of Quinlan & Associates, he is an Adjunct Professor at the AIT School of Management, a Convention Ambassador for the Hong Kong Tourism Board, and sits on various Advisory/Steering Committees and Working Groups for HKSTP, HKTDC, and FSDC. He is also a Board / Senior Advisor at several leading startups.
Prior to founding Quinlan & Associates, Benjamin was the Head of Strategy for Deutsche Bank’s Equities business in Asia Pacific. He has also worked at Oliver Wyman, UBS, and PwC.
Albert Tse, CEO, Amundi South Asia
Albert is Chief Executive Officer of Amundi South Asia. Prior to assuming his current role in November 2021, he was Head of Distribution Sales and Marketing for Amundi in South Asia since 2019. Before joining Amundi, he was Head of Intermediary Business of Southeast Asia and Head of Malaysia & Thailand Businesses at Schroders. Albert joined Schroders in 2003 as a member of the Mutual Funds Retail sales team for Singapore. In 2008, he was appointed as Head of Intermediary Distribution, Singapore and in 2010 he assumed wider responsibilities as Head of Intermediary Business, Southeast Asia. He was also responsible for private banks business development in Asia from 2014 to 2017. Prior to joining Schroders, Albert spent 2 years at Barclays Capital in Singapore with the Foreign Exchange and Derivatives sales desk.
Albert holds a Bachelor Degree in Business from the Nanyang Technological University and a Master Degree in Finance from University of Manchester Institute of Information & Technology (UMIST) and Manchester Business School (MBS). He is also a CFA and CAIA Charterholder.
Albert is an Executive Committee Member of the Singapore Sustainable Finance Association (SSFA) since its launch in 2024. He is an IBF Distinguished Fellow since 2024 and has been an IBF Fellow since 2018. Albert is also Chairman of the IMAS Human Capital Committee since 2012, having started out as a member since 2005.
