Future of Wealth: AI, Innovation & Global Shifts
🌍 Future of Wealth: AI, Innovation & Global Shifts
Wealth is being redefined. Beyond markets and returns, today’s investors and innovators are asking: How do we build resilience, meaning, and access in a rapidly changing world?
From shifting global capital flows to the rise of agentic AI, new opportunities are emerging for individuals, advisors, and entrepreneurs to take ownership of the future of wealth—wherever they are on their journey.
✨ What to Expect
Big-picture trends and global shifts shaping wealth
How AI and wealthtech are driving access and personalization
Fresh perspectives on resilience, values, and next-gen wealth
🔥 Fireside Chat Highlights
Wealth resilience in uncertain times
AI + human-centered design in fintech and wealthtech
Rethinking wealth for Millennials, Gen Z, and beyond
🙌 Who Should Join
Whether you’re:
An innovator or founder ready to build transformative ventures
A wealth professional seeking new strategies to engage clients
A curious individual eager to rethink what wealth can mean for you
👉 Expect sharp insights, fresh perspectives, and practical strategies you can take away and apply.
⚡ Seats are very limited — RSVP early to secure your spot!
Speakers
John Choi - Managing Director, First Rate SG
John is the Managing Director of First Rate SG, leading First Rate Inc.'s Asia-Pacific expansion from Singapore. First Rate, a US-based WealthTech leader with 35 years of experience, serves major private banks and asset managers globally. John drives business development, empowering wealth managers and advisors to become better stewards of their clients’ investments through AI-powered insights and reporting solutions.
With a Bachelor of Science from Biola University and a Master’s in Divinity from Fuller Theological Seminary, John combines finance and leadership with a deep commitment to purpose-driven impact. Before joining First Rate in 2017, he spent 15 years as a pastor and entrepreneur in CoffeeTech and EduTech, mobilizing communities to develop young leaders.
Audrey Tan - Co-Founder, PlayMoolah
Audrey is the co-founder and CEO of PlayMoolah, a financial well-being company that has empowered learners worldwide through partnerships with corporates, universities, and governments. She also pioneered the Wealth Resilience Institute (WRI), reimagining wealth through the 8 Forms of Capital and advancing financial emotional resilience. Audrey co-founded Purpose Led, a network supporting purpose-driven businesses. These ventures are part of The Moolah Group ecosystem. Her technology journey began at Qik.com in Silicon Valley under the NUS NOC Program, later acquired by Skype. She is an Edmund Hillary Fellow and recipient of the NUS Outstanding Young Alumni Award. Audrey also serves with the Catholic Business Network.
About the Co-organizers
First Rate Connect
Launched in 2024 in partnership with First Rate and EnterpriseSG, First Rate Connect operates as a unique venture builder and accelerator, dedicated to supporting regional FinTech businesses at every stage of growth. From early-stage ideation to cross-border scaling, First Rate Connect helps B2B FinTechs de-risk their market expansion into new territories—without taking equity. Get in touch: [email protected]
Axial Partners
Led by an experienced management team with a reputation for investment and operational excellence, we leverage our strategic partnerships with industry leaders in asset management, investment research, and venture capital to provide a differentiated and flexible investment solution. As an independent service provider which is not part of a broader bank or asset management group, we offer full open-architecture investment options on our platform.
PlayMoolah | Wealth Resilience Institute | The Moolah Group
PlayMoolah is a Singapore-based company committed to advancing Financial Emotional Resilience® through research-based educational content. Its work empowers individuals and organisations to build healthier relationships with money by combining emotional intelligence, behavioural science, and financial literacy.
PlayMoolah is a member of The Moolah Group — a collective of ventures advancing financial wellbeing in the region. Under this umbrella, the newly established Wealth Resilience Institute (WRI) serves as the academic and certification arm, offering thought leadership, research, and credentials in Financial Emotional Resilience®.
SMU Institute of Innovation & Entrepreneurship
The SMU Institute of Innovation & Entrepreneurship (IIE) empowers aspiring innovators to build strong foundations and develop an entrepreneurial mindset. Powered by knowledge and driven by purpose, we nurture changemakers and founders who aim to make a positive impact on the world. As SMU’s Nexus of Innovation, we connect talent, ideas, and opportunities to ignite impactful ventures.