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 Continuing Education Seminar

"Mutual Fund Selection Techniques for Professional Investors"

by Mr. Eric Wong

Venue: Makati Stock Exchange Executive Lounge

Date and Time: August 19, 2010, Friday; 2:00pm to 4:00pm

Topic Overview:

A presentation that will discuss essential quantitative tools and techniques in screening mutual funds, which would include those proprietarily developed by Lipper, Inc.  These techniques have been proven to assist investors in selecting investment funds that consistently deliver superior risk-adjusted performance. Lipper, Inc is a subsidiary of Thomson Reuters and a global provider of mutual and hedge data. Qualitative attributes that investors should apply in their fund selection process will also be discussed. Atty. Lim, our guest speaker, will talk about the PERA Law and its current implementation and will give update on the Collective Scheme Bill.

About the speaker:

Mr. Eric Wong is the Head of Research at Lipper, a Thomson Reuters company, in Hong Kong since 2007.  He participates in designing and developing new rating metrics and benchmark indices to help financial institutions, fund consulting companies, and investors to evaluate the performance of funds in the fund management industry. Prior to joining Lipper, Eric managed a global fund of hedge funds at an asset management company in Hong Kong.  In 2005, he was awarded as a Charter in Alternative Investment Analyst (CAIA) by the Chartered Alternative Investment Analyst Association in the US.

Atty. Francis Lim is a Senior Partner of the ACCRALAW. He is a member of the Corporate and Special Projects Department and Litigate and Dispute Resolution Department of ACCRALAW.  He is the former President and CEO of the Philippine Stock Exchange.  Atty. Lim has worked for the passage of Personal Equity Retirement Account Act (PERAA), Credit Investment Act (CISA), Real Estate Investment Act (REITA), Documentary Stamp Duty Exemption for secondary trading of publicly listed stocks, and Financial Rehabilitation and Insolvency Act (FRIA).

For more information, click here.

To get a copy of the registration form, click here.

 Information Session

INCREASING PERSONAL WEALTH

Date: August 6, 2010, Friday

Time: 2:00 pm to 4:30pm

Venue: Makati Stock Exchange Executive Lounge

Topic Overview:

The first part of the Information Session will discuss investing in the stock market as a means of increasing personal wealth.  The fundamentals and basics of investing in the financial market will be discussed by Ms. Eleanore Lee, Marketing Manager of CitisecOnline, the leading online brokerage in the country.  The next guest speaker, Mr. Mark Valino from the PSE will be discussing the different short courses that the PSE is offering.  These short courses will be a great help for those who are interested in taking the CFA Exam.  The last speaker is one of the past presidents of CFA Society of the Philippines and the current CFO of Seaoil, Mr. Mark L. Yu, CFA. Mr. Mark Yu will be explaining everything about the CFA Program and the scholarship program. The last part of the program will be a panel discussion with representatives of the different finance sector.  This panel discussion will be enlighten the participants about the different careers in finance.

For more information, please click here.

For the registration form, please click here.

 SCHOLARSHIP APPLICATION FOR DEC 2010 IS NOW OPEN!

Interested applicants click here for requirements and instructions. Send your application before July 5, 2010 to ekimgarcia@gmail.com.

 Congratulations Team Philippines!

Congratulations to Team Philippines for winning the Global Investment Research Challenge on 17 April 2010 in Hong Kong! The Philippine Team came from the University of the Philippines, with students Pamela Li, Raymund Siegfrid Li, Jose Mari Punzalan, Rachelle Denise Sison, Choerleen Bianca Solema, faculty advisor Gavin Lee and industry mentor Denis G. Du,CFA. The team beat regional winners from around the world, hence their victory is truely tremendous!

 

 Sponsors for 2009/10

sponsors_2010

 CFA Philippines Officers Strategized

Directors of CFA Philippines held a Strategy Meeting on 12 March 2009 with the assistance of officers from the CFA Institute.

 Joanna and Jeff

From left to right : April Lyn Tan, Ernesto Francisco Jr., Joanna Kwok, Bambi Vandemir, Jeffrey Matthias, and Mark Yu. Also attended were Dennis Du and Chiu-Ying Wong.

 
 

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Kindly contact CFA Philippines via email at info@cfaphilippines.org or call +63 (2) 6365411 loc. 136.

 Events Calendar

Title
Start Time
PERA Law : What it means for investors and investment professionalsUse SHIFT+ENTER to open the menu (new window).
10/24/2010 2:00 PM
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