CFA Society Philippines

A Member of the CFA Institute Global Network of Societies

​​​​​​​​​​​​​In line with our mission to promote the highest standards of ethics, education, and professional excellence, we provide many continuing education opportunities to our members. These include educational events that are offered in a variety of formats to suit the needs of these busy professionals.​​​


Fintech meets Blockchain
(in partnership with ​IE Business School)
22 May 2019 | Makati Shangri-la | 6:00PM - 9:30PM
Mr. Jean-Marc Bonnefous
Founder & Managing Partner 
Tellurian Capital

In this masterclass we will discuss the core primitives of blockchain tech (distribution, encryption, consensus, privacy) and review how the financial institutions can benefit from these innovations in the field of settlements & payments, securities services, post-trade management and trade finance through the use of distributed ledgers & blockchain. The ultimate end-game could be the advent fully digital financial institutions using algorithms and ‘smart contracts’ instead of offices and staff. Discuss the incoming disruptions before they happen.​

​___________________________________________________________________________________________

Financial Modeling and Valuation 2019
18-21 March 2019 | Crowne Plaza Manila Galleria | 8:00AM - 5:30PM
Mr. Hamilton Lin, CFA
Founder and CEO
Wall Street Training and Advisory, Inc.


A four day workshop include, Basic Financial Modeling, Advanced Financial Modeling, Corporate Valuation and M&A Deal Structuring.

​​​___________________________________________________________________________________________

Dual-Class Shares: The Good, the Bad, and the Ugly
13 March 2019 | Bondi & Bourke | 6:00PM - 9:00PM
Ms. Mary Leung, CFA
​Head, Advocacy, Asia Pacific
​CFA Institute


Dual-Class Shares (DCS) provide some owners with superior voting rights giving them voting control over a company that is disproportionate to their equity shareholding. Commonly they are found in founder-led companies allowing founders to maintain control while giving investors an opportunity to participate in the company's growth.

​___________________________________________________________________________________________

Beat the Market Masterclass: As Real as it Gets
(in partnership with ​Valens Research)
25-26 January and 1-2 February 2019 | Crowne Plaza Manila Galleria | 8:00AM - 5:00PM
Professor Joel Litman
President and CEO, Chief Investment Strategist
Valens Research


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 7000+ 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. ​
​___________________________________________________________________________________________

Forecast Dinner 2019
30 January 2019 | Society Lounge, Makati | 6:00PM - 9:00PM
Mr. Rafael Gachitorena
Chief Strategist and co-Head of Research
Deutsche Regis Partens, Inc.

Mr. Emilo Neri, Jr.
Vice President and Lead Economist
Bank of the Philippine Islands

Mr. Angelo Taningco
Assistant Secretary, Office of the Secretary
Department of Trade and Industry

Ms. Jidgette Velasco
Vice President and Head of Research
SB Equities, Inc.

Experts share views on the Philippine Economy.
​___________________________________________________________________________________________

Building Effective Verbal and Professional Communication Skills
(in partnership with ​Twogie)
07 November 2018 | Romulo Cafe, Makati | 6:30PM - 9:00PM
Mr. Jhun del Ponso
Senior Director of Talent Management
RingCentral Manila


Building effective verbal and professional communication skills to include techniques on how to structure your ideas and honing the ability to communicate with clarity, brevity and impact.