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The Art & Science of Successful Investing Event Code: 170825LU
Date 25-Aug-2017
Time 12:15 p.m. - 1:30 p.m.
Venue 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Speaker(s) Prof. Philip S. Cheng
Fee HKSFA Member(s) at HK$150.0/person
CFA Candidate(s) at HK$230.0/person
Guest(s) and Non-member(s) at HK$300.0/person
This seminar is qualified for 1 CPT hour(s), 1 CE hour(s), 1 RBV CPD hour(s)
Remarks
>CFA Society Global Passport Program Eligible    
- CFA Candidate(s) for Year 2017/18 only.
- Sandwiches and drinks will be provided.
- Only Visa and Master Card are accepted for online payment.
- Language: English

Event Details
 
At this luncheon, Prof. Philip Cheng, Adjunct Associate Professor of Finance of the Hong Kong University of Science and Technology, will explore with us "The Art & Science of Successful Investing".  The following topics will be covered in his presentation:
  • Many principles and investment styles exist.  Most of us are facing various limitations. Buying and selling stocks (or bonds) are probably more of an art than a science. 
  • Everyone knows the benefits of diversification.  What about timing and methodology?
  • How should we set investment goals and accept risks on portfolio basis?
  • Information and data are abundant from the stock market.  Some tips are suggested how to concentrate on the more beneficial sources.
  • Financial indicators:  how may we benefit from some of them?  How can we see through some "packaging figures"?  How style of investing may affect a buy/sell decision?
  • Government and global trends:  how may we benefit from them?

About the Speaker



Prof. Philip S. Cheng
 
Prof. Philip Cheng was the Chief Investment Officer at MetLife Taiwan, a wholly owned subsidiary of MetLife Inc., New York, the largest Life Insurance Company in the US, with approximately US$800 Billion in total assets under management (AUM).
 
Beginning in 1996, and during his 11 years as Chief Investment Officer, he was managing a diversified portfolio with total assets under management of approximately US$2 Billion.  He provided the leadership in setting up of investment policies and strategies to enhance portfolio yield; implementation of asset allocation strategies to increase return on equity; the oversight and the implementation of risk management tools to achieve optimal return on capital.
 
Prior to joining MetLife, beginning in 1974, he was with JPMorgan-Chase for 21 years in international banking and investments. He was Vice-Presidents in areas of corporate lending, trade finance, institutional investment banking and property lending in New York and major Asian cities.
 
He has taught at the Graduate School of City University of New York (Management Science) and Peking University (Portfolio Management).
 
In the last few years, he has been an active conference speaker in Sydney, Hong Kong, Beijing, Seoul, Taipei, Bangkok, Kuala Lumpur and Singapore on global financial topics: Portfolio risk analysis, Diversification and global investments; Credit risk management; Fixed income investments and markets, among others.
 
Since 2007, he has also been appointed Adjunct Associate Professor of Finance at the Hong Kong University of Science and Technology.
 
In April 2012, he published an investment book “8 Winning Maxims on Stock Investments: Surviving Investment Crocodiles” and was an instant number one Best Seller in Hong Kong. Then in July 2013, targeting the international markets, he published “Taming the Money Sharks” with Wiley.



Rating - General
(Material presented will be basic and of interest to a general audience having no background in the area.)



CFA Societies Global Passport Program 

 

  


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