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CFA Society Philippines Holds First Philippine Retail Investment Conference


CFA Society Philippines, the premier association of investment professionals in the country, will hold the first Philippine Retail Investment Conference on 28 May 2014 at SMX Aura Premier to help raise financial literacy among Filipino investors. The conference will bring together top Filipino finance executives and foreign investment professionals to share investment best practices and advice on how to become smart investors.

Bangko Sentral ng Pilipinas Governor Amando Tetangco, Jr. will be the keynote speaker in the conference. Other speakers include Charles Yang, CFA, chair of the board of governors of CFA Institute together with Andrew Stotz, CFA, president of CFA Society Thailand who will share about the core principles to managing wealth; and Alan Lok, CFA, director of capital markets policy, Asia Pacific, at CFA Institute based in Hong Kong, will discuss lifestyle planning for investors.

“The ability of investors to make informed financial decisions contributes to the efficient allocation of financial resources and thus, to economic development. CFA Society Philippines has been playing a vital role in shaping a stronger and more sustainable future of finance for Filipinos. I’m delighted to attend the first retail conference and to share my knowledge and experience with the community,” says Mr. Yang.


Respected Philippine investment professionals April Lynn Tan, CFA, President of CFA Society Philippines and Head of Research of COL Financial Group; and Ed Martinez of HSBC, will also guide investors on how to analyze their risk profiles and avoid investment pitfalls. While senior officials from the Philippine Stock Exchange (PSE), Securities and Exchange Commission (SEC), Philippine Deposit Insurance Company (PDIC), and Insurance Commission (IC) will discuss about government policies that protect investors from scams.

“Unlike other conferences catering to individual investors, the Philippine Retail Investment Conference puts the interest of the investor at the heart of the program. We focus on empowering investors with best practices and knowledge to make smart investment decisions,” says Ms. Tan. “It does not take a genius to become a smart investor. If you’d like to learn how, come and join our conference,” she added.

CFA Society Philippines is a member organization of the prestigious CFA Institute, the global association of over 120,000 investment professionals that sets the standards of ethics, education, and professional excellence in the global investment industry. The US-based CFA Institute administers the rigorous CFA examinations that lead to the award of a Chartered Financial Analyst charter. CFA charterholders globally adhere to the highest ethical standards in the industry, pledge to put investors’ interest first, as well as support the mission of CFA Institute to make finance work for the good of society.

CFA Society Philippines has over 130 members working in various roles in the country’s leading investment management firms, securities companies, corporations, banks, pension funds, universities, and other institutions. In February 2014, the society organized a successful Financial Fitness Fun Run that attracted 4,000 to raise financial literacy awareness through sports.

For more information or to register for the event, please visit: www.cfaphilippines.org. Conference announcements and updates are also available at the Facebook page “CFA Philippines” and Twitter account @cfaphilippines. For posting about the Philippine Retail Investment Conference, please use #PRIC2014.
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