Join Freddy and Calvin as they discuss macro factors to consider for your portfolio now and after COVID-19 . Get insights on how to position your portfolio as they share tips on how you can ensure you are ready for whatever the markets might throw at you.

By registering for this event, you are giving permission to receive occasional email communications from StashAway on our products, marketing and events. We promise to send only good stuff. However, if you ever wish to opt out, you can easily unsubscribe using the Unsubscribe feature included in the emails.We may also share your personal details with third parties in relation to conducting this seminar. This may include the event hosts to enable us to expedite your entry into the building. Your personal data will not be used for any other purposes.

StashAway Academy seminars may be used by Representatives of Financial Institutions to fulfil your annual Supplementary Continuing Professional Development (CPD) requirements, subject to your compliance team’s approval.

For us to track your attendance, simply inform the StashAway representative at the end of the seminar. We can provide a Certificate of Attendance for you to provide to your company for the CPD hours approval.

About the Speakers:

Calvin Neo ETF Business Development Specialist at Nikko Asset Management in Singapore.

Calvin Neo is responsible for driving the growth of Nikko Asset Management’s ETFs business in South East Asia. Calvin promotes the firms’ ETFs in Singapore and across the region, deepens client engagements, and nurtures the ecosystem to foster healthy trading liquidity on the stock exchange.

Prior to joining NAM Asia, Calvin was with AJ Capital Management as a multi strategy and multi asset senior analyst with broad global equity coverage across energy, banks, real estate, technology and consumer sectors. Calvin holds a Bachelor of Mechanical Engineering from the National University of Singapore and a Minor in Technology Entrepreneurship from the University of Pennsylvania.

Freddy Lim - (Co-Founder & Chief Investment Officer - StashAway)

He was the Managing Director and Global Head of Derivatives Strategy at Nomura and has built and spearheaded a global team that won the “Global Derivatives – Research and Strategy House of the Year” award by GlobalCapital (September 2015).

Freddy was regularly invited to speak in the field and was notably the keynote speaker at the prestigious “Global Derivatives USA” conference (Chicago, Nov-2014) and at the RISK’s Quant Congress USA (New York, July 2015). Freddy is the architect behind StashAway’s ERAA (Economic Regime-based Asset Allocation), which is a framework that identifies the right mix of asset classes for a given economic regime and makes forward looking adjustments based on medium term valuation gaps.

Michele Ferrario, Co-founder and CEO of StashAway

Michele spent half of his career in and around financial services, as a consultant to large financial institutions at McKinsey & Co., and then as a Private Equity investor.

He then spent the second part of his career building consumer internet companies, most recently as Group CEO of ZALORA, where he was responsible for it growing 15x and becoming the undisputed leader in the market.

Michele holds an MBA from Columbia Business School and in 2016 was invited by Singapore’s Minister of Finance to be a member of the Singapore's Committee for the Future of the Economy.

About StashAway

StashAway is a digital wealth manager that seamlessly builds personalised portfolios for you based on your personal characteristics and preferences so that you can reach your goals sooner than with other savings and investing methods.

We built StashAway assuming that you would want decades of experience behind your money, a device-agnostic and intuitive digital user interface, annual fees between just 0.2% and 0.8%, unlimited withdrawals, deeply advanced investment strategies, and real-person customer support.www.stashaway.sg

StashAway Academy

We understand that managing your personal finances can be a daunting task. With so many topics to cover such as retirement, budgeting and investing your wealth, it can be very confusing for those who have no proper guidance. At StashAway, we have set up our very own academy in order to share our knowledge with people like you: those who want to take control of their finances.

We provide education and training programmes for beginners, intermediate learners, and even professionals. These courses cover a wide range of topics that can help you to take control of your financial future and apply what you have learnt to real problems you may face in your day-to-day life.

Beginners will be exposed to core financial concepts through a variety of courses, such as "Basics of Financial Planning".

For those with a stronger understanding of their finances, we will cover topics on investments such as Introduction to Risk, Exchange-Traded Fund (ETF) and Basic Rules when Selecting Investment Products.

As for the more experienced ones, we will share with you about StashAway’s Advanced Investment Framework: on it’s risk and returns, asset allocation and ETFs as well as the economic cycles that exists as one of the core pillars of our investment strategy. Not only that, the academy will educate you on the importance of having a financial Plan B under these expert-level courses.

We are here to provide you with answers for your burning questions on finance. We will assist you in managing your resources as well as in implementing your financial plan to reach your financial goals. With StashAway Academy, you can get started on taking control of your finances, today.