(An Intensive 4-Day Stock Investing Workshop in partnership with CFA Philippines Featuring Professor Joel Litman)
This special 4-day investing workshop spread over a Friday/Saturday-Friday/Saturday format is an intensive deep dive into the world of stock valuation and stock market investing from an “extremely practical” perspective.
The entire four-day program is taught with an interactive seminar-and-workshop format with real-time analysis, real-time data, and real investment situations -- as close to being immersed inside a fund manager’s idea generation and stock analysis process as possible.
The program provides participants with unique databases, performance and valuation metrics, and frameworks used in some of the world’s largest and most successful fund managers.
This includes the Uniform Accounting Financial Reporting Standards (UAFRS) database of over 6000+ companies for the duration of the program. The database, which is not generally available to the public, provides a valuable glimpse into how some of the world’s greatest investors research and invest in stocks.
This intensive workshop includes Professor Litman’s world-renowned CFA Society seminars and discussions. For the workshops, investment analysts from Valens Research work actively with the participants in an energetic learning environment.
Participants leave the program with a far better understanding of how to manage their own investment portfolios. Attendees build a thorough understanding of a day-in-the-life of a successful fundamental investor and “how to beat the market.”
VENUE: Crowne Plaza Manila Galleria | 1100 Ortigas Ave, Ortigas Center, Quezon City, 1100 Metro Manila
(August 24, 25, 31, and September 1, 2018)
Early Bird : Php50,000.00 (Four-Day Program - until July 18, 2018)
Regular : Php60,000.00 (Four-Day Program - until August 17, 2018)
**The fee includes lunch, two snacks, and course materials.
President & CEO, Chief Investment Strategist,
Joel Litman is President and CEO of Valens Research, a global corporate performance and investment research and analytics firm. In the role of Chief Investment Strategist, he advises institutional investors in equities, corporate credit, and macroeconomic strategy. He is also a member of the Board of Directors of COL Financial Group, a leading brokerage firm in Asia (PSE:COL).
Litman has been on CNBC, quoted in Barron’s and Institutional Investor, and interviewed in Forbes.com. He has published in Harvard Business Review, is a top contributor to SeekingAlpha, and co-authored the highly-acclaimed book, DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth.
Litman has taught or guest-lectured at Harvard Business School, U Chicago Booth, Wharton, LBS, SAIF Jiao Tong, and others. He is a Professor at Hult International Business School, an FT and Economist top-ranked international MBA program. He conducts seminars regularly for financial and industry conferences around the world such as CFA and CPA chapters.
Litman is Chair of the UAFRS Advisory Council which is spearheading usage of Uniform Adjusted Financial Reporting Standards aka Uniform Accounting. He helped build Credit Suisse’s HOLT University and the Center for S.E.V. and MBA Concentration at the Driehaus College of Commerce at DePaul University.
Past employment includes Credit Suisse, Diamond Tech Partners (now PwC), Deloitte, and American Express. He is a member of CFA Institute, the global association for investment professionals, and the Association of Certified Fraud Examiners. He is a CPA (Certified Public Accountant), received a B.S in Accounting from DePaul University and an MBA/MM from the Kellogg Graduate School of Management at Northwestern University.
Litman’s philanthropy is focused on community development through scholarships, job training programs, and extensive microfinance lending, particularly in the Philippines.
Linkedin Profile: https://www.linkedin.com/in/joellitman/