30/7/ am-10.50am: Opportunities in the Technology Sector

Transcription

1 30/7/ am-10.50am: Opportunities in the Technology Sector Synopsis: While building an investment portfolio, it is important to diversify across various markets. The technology sector is home to some of the world s most recognised and innovative brands including Apple and Google. Strong barriers to entry, healthy balance sheets and consistent revenue streams are characteristic of many of these names and technology is also a strong play on emerging market consumption. We believe that the technology sector is well placed to outperform relative to the rest of the economy as corporate spending continues to recover, prompting investment in technology. Is this the time for Technology? Has positive investor sentiment finally returned to the sector? Join Henderson Global Investors as we answer these questions and more. Speaker: Dennis Goh, sales Manager In 2006, after graduating from Nanyang Technological University with a degree in Business (Banking & Finance), Dennis joined the retail banking space as a Personal Banking Associate in HSBC and rose to a Team Manager in less than 2 years. He subsequently joined Citigold Wealth Management as a Relationship Manager with assets under management of over SGD 50 million. Dennis also accumulated channel distribution experience at Superfund Financial, marketing managed futures funds to high net-worth individuals via the onshore IFA channel. In 2010, he joined Henderson Global Investors as the Sales Manager for Retail Distribution, marketing the Henderson range of funds to retail intermediaries, which include consumer and private banks as well as IFAs in Singapore.

2 10.50am 11.35am: Investing in an Inflationary world (PMA) Synopsis: With businesses and consumers feeling the pinch of rising prices, inflation has become one of the important concerns in today s world. What can an individual do to preserve and even grow the real value of their assets? The speaker will share his views on the economic outlook and inflation, as well as implications on investment asset classes and portfolio strategies. Speaker: Lawrence Ting, CFA (Deputy Head and Portfolio Manager) Lawrence, as Deputy Head, assists Mr. Sim in overseeing various aspects of the business. He continues to focus on portfolio management and equity analysis as well as the development of investment and asset allocation strategies. Prior to his current appointment, he led the client relationship management, investment advisory and business development efforts. He was previously an Assistant Head with the Singapore Economic Development Board where he spent 4 years advising client companies on investment matters. He holds a Bachelor of Engineering with Honours and is a CFA charter holder a.m pm: CFD as a hedging Tool Synopsis: Want to learn how to ride the up and down trending markets and take opportunity of the market volatility? Wish you knew how to hedge your risk from trading the cash markets? Come and join us for this seminar and find out how you can hedge against inflation with Equities CFDs and Straits Times Index CFD. Speaker: Sheryl Chen Marketing Manager, Phillip CFD Ms. Sheryl Chen spearheads the Marketing Unit and focuses on promoting CFD products to local and regional clients through managing the marketing strategies for the department. As a dealer with Phillip Securities CFD, she is actively involved in dealing execution and trade advisory in the team and has presented at corporate seminars in Asia. She is a graduate of the National University of Singapore with a Bachelor Degree in Economics and Minor in Technopreneurship.

3 1.20p.m.-2.05pm: Overview of Global MSCI Indexes and ETFs Synopsis: MSCI is a leading provider of world-class, mission-critical investment decision support tools to financial institutions worldwide. MSCI has been delivering indices to investors for over 40 years and as such is now a leading provider of indexes that are utilized for the creation of ETFs globally. This presentation will go through our methodology for index construction, two of our most popular indexes in Asia (MSCI Singapore and Taiwan) as well as ETFs that utilize MSCI Indexes as their underlying investment benchmark. Speaker: Alvin Lee Alvin Lee is the head of MSCI s Financial Institutions business in Asia Pacific, based in Singapore. His team works with broker-dealers and exchanges on the creation of index-linked products and derivatives, and the delivery of risk analytics to manage trading activities. Prior to MSCI s acquisition of RiskMetrics in 2010, Mr. Lee was with both RiskMetrics and JPMorgan in Singapore and New York, where he held roles in risk management solutions, advisory, and business development. 2.05pm 2.50pm: How ETFs can become so Efficient, Transparent and Flexible for investors Speaker: James Pang Synopsis: ETFs have become increasingly popular amongst institutional and retail investors. What is it actually? How investors can participate in this product and compliment their investment portfolio. Speaker will be sharing with you the useful tips into investing in ETFs as an index tracking fund listed on the stock exchange. The following will be presented and discussed: What is ETF? How does it track an index? How comes it can trade like a stock but behave like an unit trust? What is the difference between unit trust vs ETF vs stock? How do I trade an ETF? Can do I differentiate the ETF that is approved under CPF Investment Scheme? What tools and information are available for my ETF trading? Speaker: James Pang Mr. James Pang overlooks the Phillip CFD & ETF Channel Sales.

4 He has been working in the financial industry for 5 years, being involved in major conferences, seminars and roadshows. His past working experience includes human resource matters in Ministry of Defence and Alstoms Transport(S) Pte Ltd; businesss information systems in NET(S) Pte Ltd, retail sales and marketing in GoodAire Pte Ltd. He is holding a Masters Degree in Business Administration with specialization in Information Technology. 3.35pm -4.20p.m.: Technical Analysis / 4.20p.m.-5.00p.m.: The Phillip SBL Advantage: Lending your shares for passive investment returns Synopsis: As part of Phillip continuous efforts to educate clients on equities basic and product knowledge, so that client can make better investments., join us to understand the dynamics of supply and demand in basics of technical studies and we will also share with you the product of Securities and Borrowing Lending, and its merits and risks Speaker: Poems Dealing Wong Chee Yong Chee Yong has been a dealer with Phillip Securities for 3 years. In his 3 year career in the equities dealing,.he has advises clients in both dealing of equities and educated client in the basics of technical analysis. Although he holds bachelor's degree in engineering, he has interest in the various sector of finance sector like risk management etc. SBL Speaker : Yvonne Goh. Yvonne has been in the financial industry for more than 5 years, beginning her career in Business Development. She joined the Securities Borrowing and Lending Team in 2010 with the aim of promoting Securities Lending to retail clients. She holds a Bachelor s degree in Banking and Finance with 2 nd Upper Class Honours from University of London. 31/7/ a.m a.m.: A long term solution to stable and regular income - Phillip S-REIT Fund (New Fund Launch) Synopsis: A long-term solution to stable and regular income Phillip S-REIT Fund (NEW FUND LAUNCH) Is there a better way to benefit from my investments, some Investor may ask. REITS is often the answer to that, as it is one of the vehicles set to provide regular returns. However how can investor best position itself to gain access to this at the most efficient

5 level? Phillip Capital Management will share with Investors how they can benefit from the thriving property market and economic recovery. Speaker: James Chua, Investment Solutions Specialist James is responsible for business development of retail, institutional and corporate channels. Prior to his current role, he conducted equity research on non-tech sectors, developed tactical asset allocation models and managed a separate accounts program as an Investment Analyst. James has 6 years of professional investment experience and holds a BA in Economics from the University of California, San Diego (2005). Prior to joining PhillipCapital, he was with Carmel Canyon Partners in San Diego, California conducting research on green-energy companies and carbon credit markets 10.50a.m a.m.: Preserving Wealth - Do it the Bond's way Synopsis: Using the appropriate financial instrument, investors can generate potentially higher returns and take on a risk/volatility level that is lower than stocks/shares. Phillip's Bonds Solutions Portfolio, a portfolio that invests in a basket of bond unit trusts, seeks to achieve stable returns while minimizing risks. It is a portfolio that can possibly complement your existing investments. So join us in this session to learn more about bonds and devise an effective wealth management strategy with the Bonds Solutions Portfolio. Speaker: Hillary Ho Hillary was an Economics major from the National University of Singapore (NUS) and is now the Investment Manager of the Unit Trust Research Team at Phillip Securities Pte Ltd. In addition to issuing research reports, she also contributes to financial magazines and gives monthly client seminars. Hillary's focus is largely on macro-economics a.m p.m.: Retirement - Willingly or Unwillingly? Synopsis: - Establish Retirement Goal - Starts retirement planning early - Challenges of retirement - Investment tools available Speaker: Mr Francis Lee, Vice President Head of FA Channel Manulife (Singapore) Pte Ltd

6 - 24 years of working experience in the life insurance industry. - Vast experience and held various positions in different life insurance companies such as, GE, OAC, AIA and Tokio Marine Life 1.20p.m.-2.05p.m.: Sabana REIT the 1 st Shari ah Compliant REIT listed in Singapore Synopsis: Sabana Shari'ah Compliant Industrial Real Estate Investment Trust ("Sabana REIT") is a Singapore-based REIT established to invest in industrial income-producing real estate in Singapore and Asia, in line with Shari ah investment principles. It is the first fully certified Shari ah-compliant REIT in Singapore, as well as the first listed REIT in the world to adopt GCC Shari ah Compliant standard, giving Sabana REIT a wider appeal to a broader set of investors not previously accessible by the Singapore equity market. Sabana REIT is also the largest Shari ah certified listed REIT globally, with an asset under management of S$850 million, comprising 15 industrial properties with an aggregate GFA of over 3.28 million sq ft. that are located in Singapore s high-tech industrial and logistics hubs with close proximity to expressways and public transportation. Speaker: Kevin Xayaraj - Co-Founder, Chief Executive Officer and Executive Director Mr Xayaraj has more than 19 years of experience in real estate investment, development and asset management in the many property markets. Before joining the Manager, Mr Xayaraj was the Director, Real Estate Investments of TCP (formerly known as Emirates Tarian Capital (S) Pte. Ltd.) from October 2009 to August Prior to that he was the Senior Manager, Marketing at Cambridge Industrial Property Management Pte. Ltd. from January 2009 to August Mr Xayaraj was with Cambridge Industrial Trust Management Limited from December 2005 to December 2008 as an Assistant Vice President (Investment). From January 2004 to December 2005, he was involved in business development and asset management at Ascendas Land (Singapore) Pte Ltd for two years. Mr Xayaraj was also Vice President, Research and Finance at Pacific Star Asset Management Pte. Ltd. from January 2003 to December He was Assistant Manager, Project & Financial Analysis at Pacific Star Property Management Pte Ltd from July 2002 to December Prior to that, he also held other positions such as Senior Manager (Research) with Jones Lang LaSalle Property Consultants Pte Ltd from January 2002 to April 2002, Equities Research Analyst with OUB Securities Pte Ltd from July 1999 to March 2001, UOB Investment Research Pte Ltd from December 1997 to July 1999 and Tsang & Ong Research (Pte) Ltd from January 1997 to December 1997, and Property Analyst/Valuer at Stewart, Young, Hillesheim & Atlin Ltd in Toronto (Canada) from February 1988 to December Mr Xayaraj holds a Bachelor of Applied Science (Honours) degree from the University of

7 Windsor and a Master of Business Administration from the Imperial College, University of London 2.05p.m.-3p.m.: Investing for our Golden Years Synopsis: As we approach our golden years, it is timely for us to reassess our financial plans to review our progress towards achieving personal financial independence. How do we review our plans with our financial planners? Do equity investments still have a role in our investment plans? Come hear our fund manager Anthony Hoe who will share his views on the investment outlook and managing investment risks. Speaker: Anthony Hoe Anthony Hoe is Head of Department and Senior Fund Manager with Phillip GEMS Managed Accounts. He holds the Chartered Financial Analyst charter and the Certified Financial Planner designation. Disclaimer: This advertisement is for general information only and does not constitute a recommendation, an offer or solicitation to buy or sell any investment product. It does not have any regard to your specific investment objectives, financial situation or particular needs. Trading in securities involves risks, and you may lose the principal amount invested. You may wish to seek advice from a financial adviser before investing in any investment products. You are advised to read the Terms and Conditions governing Phillip Securities Trading Accounts and the Risk Disclosure Statement carefully. These can be obtained online at or Phillip Securities Pte Ltd.