CFA Society Philippines

A Member of the CFA Institute Global Network of Societies

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(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​)

RATES:

Early Bird : Php50,000.00 (Four-Day Program - until July 18, 2018)​

Regular : Php60,000.00 (Four-Day Program - until August 17, 2018)

*VAT INCLUSIVE
**The fee includes lunch, two snacks, and course materials.​

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SPEAKER

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Joel  Litman
President & CEO, Chief Investment Strategist,
Valens Research


Joel   Litman   is  President  and   CEO  of  Valens   Research,  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,  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  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/