Free

Investor Centre ETF Seminar

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Location

SGX Centre 1, SGX Auditorium (Level 2)

2 Shenton Way

Singapore, 068804

Singapore

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Event description

Description

This seminar is organised by UOB Kay Hian Investor Centre.

Programme
7.30pm – 7.45pm : Registration
7.45pm – 8.00pm : Platform Refresher (ShareXplorer & StockScreener)
8.00pm – 8.30pm : Singapore equities and gold – room for both asset classes in your portfolios today? By Mr
Matthew J. Arnold & Mr Mun Fai Cheong
8.30pm – 8.45pm : Break and Platform Refresher (TechAnalyzer)
8.45pm – 9.45pm :
The Next Best Thing Since Sliced Bread by Mr Theron Lam
9.45pm – 10:00pm : Networking


Synopsis

1) Singapore equities and gold – room for both asset classes in your portfolios today?

Join Mun Fai Cheong, CFA, CAIA and Matthew Arnold, CFA from State Street’s SPDR ETFs as they introduce ETFs and discuss why they have proved so popular with investors around the world before turning to the investment case for Singapore equity and gold.

  • Introduction to ETFs
  • Investing in Singapore’s future through the SPDR Straits Times Index ETF
  • All that glisters is gold? Holding SPDR Gold Shares in your portfolio today…
  • Investor questions

2) The Next Best Thing Since Sliced Bread

The use of ETFs is fast gaining popularity among investors as they provide a simple way of building a diversified portfolio in a cost-effective manner.
Find out the benefits of investing in ETFs and easy investment strategies with SGX Academy trainer Mr Theron Lam.


· Are ETFs suitable for everyone?
· What to watch out for when investing in ETFs
· Key questions to ask or considerations before buying an ETF

Speakers' Profile


Matthew J. Arnold, CFA,
Head of SPDR ETFs Singapore and Head of ETF Strategy & Research for the APAC region.

In addition to leading the ETF business in Singapore, Matt is responsible for developing research to help investors across APAC evaluate and incorporate ETFs in their portfolios. Prior to moving to Asia in early 2016, Matt held a number of roles in the SPDR EMEA business based in State Street Global Advisors’ London office. Before joining State Street Global Advisors in 2009, Matt worked at a range of global investment managers including ABN AMRO Asset Management in the UK and Allianz Global Investors and Goldman Sachs Asset Management in the US. He also worked as a Senior Research Analyst at Ennis Knupp + Associates, an institutional investment consultant based in Chicago. Matt has a Bachelor of Commerce and a Post-Graduate Diploma of Commerce in Finance from the University of Otago in New Zealand. He is a Chartered Financial Analyst (CFA) charterholder and is a member of the CFA Society Singapore and the CFA Institute.

Mun Fai Cheong, CFA, CAIA
Vice President at State Street Global Advisors

Mun Fai responsible for leading the SPDR ETF sales effort across the wealth management channel in Singapore. Prior to joining the firm in 2018, he was a Senior Vice President and led the Research and Engagement team at Stewardship Asia Centre, a thought leadership centre funded wholly by Temasek which aims to promote stewardship and governance in Singapore and across Asia. Before that, Mun Fai was a discretionary portfolio manager at CTBC Private Bank, where he built portfolios for high net worth investors. Mun Fai also worked at Eastspring Investments, latterly as a Client Portfolio Manager for Asian equities and began his financial services career at Mercer Investment Consulting in 2002. He is a CFA charterholder and is member of the CFA Society Singapore and the CFA Institute.


Theron Lam
CFA

Theron joined Schroders in July 2018 as a Product Development Manager. He has 11 years of working experience in the financial industry and his key areas of expertise include investment product development and structuring of mutual funds and exchange traded funds across all asset classes. Prior to joining Schroders, he worked for Amundi Asset Management as a Product Development Associate Director and his responsibilities include developing a product range that supports the regional distribution business of Amundi for both its retail and institutional clients. Theron started his career in the financial industry in 2007 as an Equity Product Specialist with the private banking unit of Bank of America Merrill Lynch. Theron is also currently a CFA charterholder.

For more information, please feel free to contact us via the link below:

http://www.eventbrite.sg/o/uob-kay-hian-investor-centre-6494170189

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Date and Time

Location

SGX Centre 1, SGX Auditorium (Level 2)

2 Shenton Way

Singapore, 068804

Singapore

View Map

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