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

 

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