Saturday May 16, 2015 from 8:00 AM to 5:30 PM PHT
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SMX Taguig Convention Center, Taguig City 
3rd Floor SM Aura Premier
McKinley Parkway
Taguig City, Metro Manila 1636

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CFA Society Philippines 
6326365411 loc. 122/125 

Philippine Retail Investment Conference 2015 

The Philippine Retail Investment Conference is an annual conference of the CFA Society Philippines that aims to increase the financial knowledge of the Filipino retail investors. The conference will highlight the key principles and practices that will help individual investors successfully reach their retirement goals.

Conference Agenda

Time Start Time End Topic/Activity
8:00 a.m. 9:00 a.m. Conference Registration
9:00 a.m. 9:10 a.m. Welcome Speech
9:10 a.m. 9:30 a.m. Keynote Address
9:30 a.m. 10:15 a.m. Retirement Essentials
10:15 a.m. 10:30 a.m. Morning Break
10:30 a.m. 11:25 a.m. Creating a Personalized Investment Policy Statement
11:25 a.m. 12:10 p.m. Frauds, Scams, and Consumer Protection
12:10 p.m. 1:40 p.m. Lunch Break
1:40 p.m. 2:25 p.m. 12 Common Mistakes Investors Make
2:25 p.m. 3:25 p.m. Panel: Risk & Return Outlook of Stocks, Bonds, Properties & Private Equity
3:25 p.m. 3:40 p.m. Afternoon Break
3:40 p.m. 4:25 p.m. How to Analyze Mutual Funds?
4:25 p.m. 5:15 p.m. Preserving Family Wealth Through Generations
5:15 p.m. 5:30 p.m. Closing
5:30 p.m.   End