* This is a paid event, and participants are required to present their tickets for admission. Admission fees will only be waived for CIMB Securities clients. *
Keynote: Micro economic outlook- Too low for too long.
2016 is set to be the 5th consecutive year of below trend global trade volume growth. Brexit has fuel worries but not sparked systemic panic that could cause another financial or global recession. The risks of a hard landing of China economy are real, but it is a low probability event. Geo-political risks still high in Middle East, East/South China Seas, North Africa and Europe. As we head into end-2016, financial markets may stay volatile because of the divisive US Presidential election. Below trend global growth may persist into 2017. Hence, the headwinds for the Singapore economy continue to be severe, as the export-dependent economy awaits the pickup in global demand.
Where are the opportunities or other risks that investors should be looking out for? Mr Song will discuss these and more.
Mr Song holds a Master of Arts in Econometrics from the University of Canterbury, New Zealand. He started his career as an economist in Malayan Banking Bhd in Kuala Lumpur. In the early 1990's, he moved to Singapore and worked as a Regional Economist with various major multi-national financial institutions such as Merrill Lynch; Warburg Dillon Read as well as ABN Amro. Mr Song areas of focus are in the economies of ASEAN-5. He is a familiar icon in South-East Asia's news media as he has greatly contributed his professional views on the regional financial markets.
Social Trading: Many is better than one when it comes to trading.
Everyone is doing it. Are you? I mean trading with a group of like-minded people.
Social trading is not new, but with current technological advances, social trading has taken off in a whole new level. Now you can have hundreds of traders or investors exchanging their ideas online on a common counter. Information of what to buy or sell is all available to you day or night.
But with all these deluge of information, will it make you a better trader? Or will you suffer from information paralysis? In this talk I will explore the pros and cons of social trading and provide insights to how you can get the best out of social investing.
Roland is the co-owner of Wealth Directions. Roland has more than 20 years of investing experience and adopts the Value Investing approach. He started the blog www.myweekendinvestment.com to help increase financial literacy of the middle class. His specializes in under valued REITS that offers good dividend payout. Roland is one of the trainers for the Secrets to Making Money in Stocks seminar and several of his investing articles have been published in LianHe Zao Bao.
Factor based Investing: 5 Proven Ways To Invest For Higher Returns
Factor based investing has created a new wave of investing strategies that have evidence of excess returns. This talk aims to introduce and explain the concept of value, size, momentum, volatility and quality factors in an easy to understand manner.
Attendees would discover the financial ratios and indicators used to gain excess returns, and glean insights to enhance their investment strategies.
Alvin Chow is the founder and director of BigFatPurse Pte Ltd. He set up this company to champion financial education in Singapore as he believes a minimum level of financial literacy is necessary to enable people to be functional with money.To achieve this aim, the partners have written articles to educate over 400,000 readers through BigFatPurse.com. They have also conducted courses for over 2,000 attendees. Following the concepts of Benjamin Graham, coupled with his personal experience in the stock market, he devised an investing approach known as the Conservative Net Asset Value. He is the author of two books, Secrets of Singapore Trading Gurus and The Singapore Permanent Portfolio.
Thematic Investing: Turning your investing ideas into actions.
Technology has broaden the investment and trading horizon for everyone. Retail customers can now trade like an institution by riding on market major trends with cutting edge strategies offered.
Let me share some insights with you on how you can gain accessibility to certain strategies that used to be only available to institutions or hedge funds due to high research and development costs involved and intense knowledge and expertise required.
This trading edge will possibly brings you closer to achieve a better return in this dynamic market.
Leries Goh has more than 8 years of extensive experience in various financial products inclusive of equities, CFDs, futures and forex. Having been travelled around the world prior to entering the financial industry helps her gain in-depth understanding and diverse exposure and thus able to look at trading and investing from a more wholesome perspective. She has also obtained a Chinese Language and Literature Degree from Beijing Normal University (北京师范大学) and trained in Marketing & Business Management.
She is now a CFD specialist and manager in CIMB Securities Singapore. Effectively bilingual, Leries speaks in various seminars regularly in regional countries and conducts training for internal sales force, clients and savvy investors.
Factor based Investing: Dynamic portfolio construction using Factors
Factor investing involves breaking down securities into their fundamental drivers to create a more precise and balanced portfolio. Factor investing is a development grounded in academic research that began in the 1960s and has its roots in the Capital Asset Pricing Model (CAPM), which introduced the relationship between risk and expected returns. There is also strong empirical evidence that factors performed differently over various parts of the business cycle, so how do you create a portfolio to meet your investment objectives?
In this session, I will using a Strategic (Core) and Tactical (Satellite) framework to demonstrate and discuss the appropriate factor allocation mix in constructing portfolios based on one’s time horizon and risk tolerance.
Jake is currently market strategist with CIMB research. He specialises in technical analysis and is a strong proponent of systematic (rule-based) trading. He tracks global macro data; capital flows and conducts quantitative research to generate trading/investment ideas. Research interests include portfolio management, global macro/risk parity/quantitative trading strategies, asset relationships (inter-market, sector rotation and relative-strength analysis), system development and testing, algorithmic trading and behavioural finance. Jake earned a Bachelor of Business majoring in Economics and Finance from RMIT University in Melbourne. He is a Chartered Market Technician (CMT) and a member of the Market Technicians Association (MTA).
Discussion Panel + Q&A: Which is the best investing strategy for me?
This is the most important part of the Seminar. All Speakers will take turns to comment about the different investing trends discussed and will take question from the audience.
We are allocating more time in this session to allow more interaction. So please fire your questions away!
Here we invite all participants to ask any questions related to the topics presented or any personal finance related questions that was not covered earlier.