Sunday, January 13, 2013

Passive Investment - Php ETF

13 Jan 2012(Sun), 1.30pm - 5.30pm   NTUC Auditorium

Come and understand what is the Passive Investment Strategy and how it can help you to stay ahead in 2013. Hear what the experts have to say to build a long term investment plan regardless whether you're new to the markets or not.

Who should attend?
  • Long term investors who are looking for low cost investing
  • Existing blue chip investors
  • Investors who are new to ETF strategy

Read "Limit Your Risk in 2013", 26 Nov 2012, Strait Times

Programme Highlight*

Macro Outlook for 2013
Mr Ng Weiwen
Macro Analyst
Phillip Securities Research
Mix and Match: ETFs and Indices
ETF Strategist
Morningstar Asia

How to capture investment opportunities with ETFs? What are the risks?
Deutsche Bank db X-trackers ETFs
Finding Opportunities with iShares Asian Fixed Income ETFs
Panel Discussion :
Adapting to the New Normal
Moderator:Mr Jackie Choy
                                    Tea Break
Slow & Steady... Active vs Passive in SG and Beyond
Regional Director for the Official Insitutions Group
The Test of Gold Investing over Time
Efficiently Accessing Gold via an ETF
Managing Director
World Gold Council
Making $ENSE of Your Personal Finances & Investments
Mr Sam GohExecutive Wealth Coach
Wisdom Capital LLP
Stock Picks for Q1 2013
Singapore Equity Strategist
Phillip Securities Research
*Programme is subject to changes without prior notice.
+Light refreshment will be provided during the break.

Speaker Profile              

Mr Ng WeiwenMacro Analyst
Phillip Securities Research
Weiwen is a macro analyst at the Phillip Securities Research Macro Strategy team, responsible for macroeconomic surveillance and the market outlook.
Prior to joining Phillip Securities Research, Weiwen was an economist at the Ministry of Trade and Industry.
Weiwen received his Bachelor of Science (magna cum laude) from the Singapore Management University, where he graduated with double majors in Economics and Acturial Science.


Morningstar Asia


Mr Jackie Choy
ETF Strategist
Morningstar Asia
Jackie Choy is an ETF Strategist for Morningstar, overseeing Morningstar’s ETF research activities in Asia. Prior to joining Morningstar in 2012, he was an investment analyst at Cohen and Steers, a fund company specializing in real estate securities, covering Hong Kong real estate securities. Before joining Cohen and Steers in 2010, he was a research analyst for Nomura/Lehman Brothers, covering Hong Kong and China real estate securities. Choy holds a Master of Arts in Mathematical Sciences from the University of Oxford and is a fellow member of the Association of Chartered Certified Accountants (ACCA).

Mr Anson Chow
db-X Deutsche Bank
Anson Chow joined Deutsche Bank’s db-X team in 2007 and is responsible for Deutsche Bank’s exchange listed products including product development, statistical analysis and investor education and training. Currently Anson works with the financial institutions and the brokers in Hong Kong, mainland China and Singapore on product training. He speaks regularly in public investment seminars and attends media interviews in Hong Kong. Anson holds a degree in Economics from the University of Chicago in the USA.

Mr Suresh Singh
Director, BlackRock

Suresh Singh, Director, BlackRock. Suresh has over 20 years of experience in the financial markets.  Previously he was Managing Director at Macquarie Bank where he initiated and ran the fund of hedge funds business and recently was head of Sales and Structuring (SE Asia) for Macquarie Funds covering institutional and private wealth clients. Suresh joined Macquarie with its acquisition of the Bankers Trust Australia's investment banking business. Prior to that Suresh worked at National Australia Bank's Global Independent Risk Oversight unit where he was Head of Risk Analytics. Suresh has a BEng (Hons) degree from University of NSW, Sydney.

Mr Hon Cheung
Managing Director, Regional Director

Hon Cheung is a Managing Director for State Street Global Advisors and is the Regional Director for the Official Institutions Group in Asia with responsibility for developing relationships with central banks, sovereign wealth funds and other government institutions in the Asia Pacific region. Mr. Cheung joined State Street Global Advisors in 1996 and has served senior roles in the London, Hong Kong and Singapore offices. 

Mr Albert Cheng
Regional Director
World Gold Council
Albert Cheng joined the World Gold Council, Singapore regional office in March 1993 as a Regional Manager, Planning and Business Development, Far East, becoming Managing Director, Far East in 2003 with responsibility for operations in the entire region.
Prior to his many years in gold marketing, he was with Dentsu, Young and Rubicam, Hong Kong in the early 80's, where he was responsible for a number of popular and durable consumer products. He was Account Director when he left. His career in gold marketing began in July, 1985 when he joined the Royal Canadian Mint as a Manager for South East Asia. A graduate of the Chinese University of Hong Kong, Mr. Cheng holds a degree in Business Administration with a major in Marketing.


Mr Sam GohExecutive Wealth Coach
Wisdom Capital LLP
Sam Goh is the founder and executive wealth coach at Wisdom Capital, a wealth coaching firm that specialises in premier and financial wealth coaching.  Officially accredited as the youngest wealth coach and trainer in Asia, Sam has been invited to speak at financial institutions, corporate organisations, educational institutions in Singapore and Malaysia.
He is currently one of the lead trainers at Agensi Kaunseling dan Pengurusan Kredit (AKPK) and serves as one of the external appointed consultants at EPF (Malaysia's equivalent of CPF).  Sam also serves as one of the Investor Education Trainers at the Securities Investors Association of Singapore (SIAS).  He has been featured in major newspapers, magazines and TV talk-shows in Singapore which invlude Lianhe Zaobao, The Sunday Times, The Straits Times, The Business Times, Asiaone Business, NTUC Lifestyle magazine, FundSupermart, TODAY, Money Smart etc. Sam holds the associate financial planner accreditation and currently sits on the committee of Financial Services Consumers Association of Singapore (FiSCA).

Mr Derrick Heng
Singapore Equity Strategist
Phillip Securities Research

Derrick Heng is an Investment Analyst with Phillip Securities Research, specializing in equity research into the Transportation sector. Prior to joining Phillip Securities, Derrick was an Engineer at the Defence Science and Technology Agency (DSTA), bringing along with him a strong understanding of the engineering and defense sector. He has since actively covered blue-chip companies such as Singapore Airlines, SIA Engineering, ST Engineering and SATS. Derrick graduated from the National University of Singapore with an honours degree in Mechanical Engineering. He had passed all 3 levels of the CFA program.

It has been three years since the launch of, a free comprehensive ETF resource to the public. With our belief and commitment in investor education, innovation and transparency in mind, we are opening this event to all investors. This is our way of thanking all of you who have supported us in this journey and to celebrate the past three years in ETF education.

Navigating the Stock with FA and TA - Alan Lok & Thomas Saw

Navigating the Stock Market with Fundamental and Technical Analysis
Date: 12th January 2013Venue: NTUC Centre Room 701, One Marina Boulevard Singapore 018989
Admission: Free
Time: 0900 - 1230

What is the outlook for the US and world economy in 2013?  What are the key sectors to invest in for 2013?
Join us for a 3-hour seminar, where Alan Lok  from Sabio Global and Thomas Saw from Traders Round Table will share with us their Fundamental and Technical outlook for 2013

Seminar Highlights:

Key macro issues  
Use of Top-Down Approach to identify market cycle and identifying performing sector
How to evaluate a company with Fundamental Analysis
What is Multiple Time Frame Analysis(MTF)
How can MTF be incorporated into trading systems to identify high probability trades

Speakers Bio:

Alan Lok

Alan Lok is the Director of Sabio Global Singapore and has 10 years’ experience in the finance and strategic consulting industry spanning across Australia, China, Hong Kong, Malaysia and Singapore.
Alan joined Sabio Global Singapore in 2009 and successfully spear headed the equity research division. As the anchor speaker for Sabio Global, Alan appears regularly on media such as CNBC and The Straits Times where he expresses his views on issues related to behavioral finance and macroeconomics.
Alan also served as an adjunct lecturer at Xi An Jiaotong University.
Alan holds the title of Chartered Financial Analyst (CFA) as well as Certified Financial Risk Manager (FRM).
Thomas Saw

Thomas Saw is a veteran trader of 20+ years’ experience whose passion is to enlighten people on the realities of trading and investing as a means to financial freedom.

The Founder of Traders Round Table (TRT), Singapore (2009-present)
Founder & Past Owner of Online Trading Academy(OTA), Singapore (2007-2009)

A Past President of the Option Trader Club of Singapore (now Online Trading Club of Singapore(OTCS), 2005-2007)

 CIMB Securities (Singapore) Pte Ltd (CO. Reg 198701621D) is a licensed Capital Markets Services provider under the Securities and Futures Act (SFA), and is an exempt Financial Adviser under the Financial Advisers Act (FAA) and an exempt insurance broker under the Insurance Act (IA).
For further information and assistance, please call us at 1800 538 9889 or email or visit our investment centre, 50 Raffles Place #01-01, Singapore Land Tower, Singapore 048623.