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Our Investment Process

David Mok
Head of Fund Management

 

David currently heads Fund Management Services and manages a variety of funds for accredited investor clients at IPP. He is also the Head of Investment and Research at IPPFA and a senior member of IPPFA’s Investment Committee, responsible for the oversight of economic and investment research. He has been in the industry for more than 20 years, with professional experience on the buy-side, sell-side and distribution.

 

His illustrious career in the financial industry began in the US with an asset management company, Fulton Breakefield and Broenniman. After returning to Singapore, David continued his career in asset management at Asia Life Insurance, where he was part of the team that managed an over US$1 billion fund. He subsequently headed Singapore Equity Research at DBS Vickers Securities (DBSV), managing a team of 16 analysts and providing investment strategy views and deal flow advisory. DBSV Research rose to the no. 2 position in Singapore during his tenure. Prior to joining IPP, David helmed the Trading and Principal Investment unit at CIMB GK Securities, trading equities, derivatives, futures and money market instruments across the Asia-ex-Japan markets.

 

A much sought-after financial expert, David has travelled extensively across Asia, Europe and the United States, providing investment advice to institutional clients on the Singapore and Asian markets. He has been interviewed and quoted by numerous media outlets, including the Business Times, the Straits Times, Channel NewsAsia, Channel 5, FM 93.8, Asia Wall Street Journal, Professional Adviser and TODAY. Currently, he also teaches at the SGX Academy.

David holds an MBA from the Smith School of Business at the University of Maryland and is a CFA charterholder.

Albert Lam
Managing Director (Investment)

 

As the head of the Investment Division in IPP, Albert helms what is quite easily the most comprehensive analysis team in the financial planning industry. He is also the chairman of IPP’s Investment Committee and takes a leading role in the oversight of economic and investment research. Under his leadership, IPP’s assets under advice have grown from nothing in 2002 to about $1.2 billion today.

 

Prior to joining IPP, Albert already had a number of accomplishments under his belt. During his former tenure as an analyst at DBS Vickers, he made many astounding market calls on various indices, the most notable being his call on the STI in 1998. He predicted major tops and a market bottom at 800 points. His sound expertise and extensive knowledge led him to being seconded to IPP Capital Management, where he counselled high net worth clients on their investments in the equity market, before taking on his current role as Managing Director (Investment).

 

Having spent more than two decades delving into investment products and services, including property financing, stock analysis, fund management and investment advisory, Albert is a much sought-after speaker and adviser on financial issues. He is a regular contributor to the weekend edition of the Business Times and is often quoted in the Straits Times and Channel NewsAsia.

Albert holds a Bachelor of Arts in Economics from York University, Canada.

Eddy Tan
Head of Alternative Investments

Eddy joined IPP in January 2004 and currently heads the alternative investments desk, where he assesses alternative investment products for accredited investors. He is also a member of IPPFA’s Investment Committee, responsible for the oversight of economic and investment research. He has accumulated 24 years of professional experience mostly in investments, with a background in engineering, research and government.

In addition to his pivotal role in alternative investment research, Eddy initiated and improved IPP’s earlier investment tools and processes. His work contributes to an increase in IPP’s business and in-house financial adviser representatives’ knowledge of unit trust funds. He also spearheaded IPP’s first retail flexible multi-asset fund. A champion of retail investors, he promotes dollar cost averaging (regular savings plans) and regular dividend paying investment portfolios. Prior to IPP, Eddy worked as an investment analyst with stockbroker Vickers Ballas and held a senior position at Singapore’s Economic Development Board.

Eddy has contributed articles that educate the public on the virtues of the Supplementary Retirement Scheme and regular savings plans.

He graduated with a Bachelor of Science and a Master of Science in Materials Science from the Massachusetts Institute of Technology.

Sergey Yakovenko
Client Servicing Manager & Portfolio Analyst

Sergey is a Accounting &  Finance Degree holder & CFA Level II candidate who has been with EAG for more than 5 years. He sits on the EAG investment committee and involved in  managing and building portfolios on various investment platforms in accordance to different risk profiles. He perform analysis of market environments, conduct research and analysis of traditional and alternative investment assets.