Past Events

Seminars and Workshops

  • Investing Through Booms & Busts: An unconventional Approach
    (In partnerships with Asia-Pacific Research Exchange, Asian Institute of Management and Fund Managers Association of the Philippines)
    28 August 2019 | Asian Institute of Management | 11:30AM - 2:00PM
Dr. Vikram Mansharamani
Harvard University

Dr. Vikram Masharamani applies a unique combination of practitioner experience and academic perspective to help audiences navigate the seemingly unending cross-currents of global economic, financial and political developments. Given today's widespread nationalism, increasing protectionism, and unconventional monetary policies, the risks associated with boom and bust cycles are rising. He draws on entertaining and engaging examples from art markets, architecture, and populat culture - as well as economics and politics - and powerfully demonstrates that it is possible to anticipate the future.

  • Investing in the New Economy: A New Alpha Playbook
    (In partnership with Valens Securities)
    21 May 2019 | Caylum Trading Institute | 5:30PM - 6:30PM
Mr. Jeff Maden
Portfolio Manager
IronBridge - A Division of RMB Capital

Evaluating and Valuing Intangibles in DCF Models, Performance and Valuation Frameworks, and in Corporate Life Cycles.

  • 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
Teelurian 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 Workshops 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
Mr. 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
Prof. Joel Litman
President and 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. ​

  • Building Effective Verbal and Professional Communication Skills
    (in partnership with Twogie)
    07 November 2018 | Romulo Cafe | 6:30PM - 9:00PM

Mr. Jhun del Ponso
Senior Director for 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.
  • Forecast Dinner 2019
    30 January 2019 | Society Lounge | 6:00PM - 9:00PM

Mr. Rafael Gachitorena
Chief Strategist and co-Head of Research
Deutsche Regis Partners, Inc.

Mr. Emilio "Jun" 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.