Personality Driven Portfolio
性格驅(qū)動型投資組合
Do you often own the right stocks, but find yourself either taking profit too early or not taking profit early enough and now sitting on losses?
You have been investing in top recommendations of star analysts and portfolio managers, why don’t your investments seem to do as well as them?
Are your investments keeping you awake at night?
You are not alone…
We construct our investment portfolio either by following our own extensive research/strategy, or by following the best recommendations out there. However, we often find that our investment returns are rarely optimal and a key reason is that the portfolio may not be suitable for you!
Constructing an investment portfolio is not a one-size-fits-all exercise. What works for other top investors may not necessarily work for you. Following them blindly can lead to a disastrous mismatch with your own investing style.
We all have our own preferences and behavioral biases. It is almost impossible to overcome one’s biases like herd instincts, overconfidence, loss aversion etc. So instead of asking one to overcome one’s biases, wouldn’t it be more natural and easier to learn to live with these biases and adapt to it?
With the launch of his highly acclaimed second book “Personality Driven Portfolio”, Sam Phoen, author and seasoned financial markets practitioner with over 25 years of experience, will unveil his proprietary Investment Management Style framework, and share his insights into how you could tailor-make a portfolio that works for your own personality!
主講嘉賓
Sam Phoen,CFA
Managing Partner of Wateram Capital
Sam Phoen is a seasoned financial markets practitioner with over 25 years of experience. His working career includes 16 years in the Government of Singapore Investment Corporation (GIC), where he was the deputy department head of the Foreign Exchange Department. He also had successful stints in a large Hedge Fund, followed by over 6 years in Shanghai managing the China Global Markets business with Australia and New Zealand Banking Group (ANZ).
Sam is the author of highly acclaimed “High Net Worth Investing – How to grow your wealth through practical asset allocation” published by Marshall Cavendish Business. He is currently a managing partner of Wateram Capital, an investment, consultancy, and training firm he co-founded. He speaks/teaches regularly at the Singapore Exchange, Wealth Management Institute and various financial institutions and Private Banks in Singapore, Hong Kong and Jakarta.
Sam is a graduate from the National University of Singapore, and is a Chartered Financial Analyst (CFA). Sam was also formerly a Board Director for CFA Singapore.
潘添禮(Sam Phoen)是一位擁有超過25年豐富經(jīng)驗的金融市場從業(yè)人員。 他曾在新加坡政府投資公司(GIC)工作16 年，主管外匯、貨幣市場及大眾商品。他也在對沖基金里擔(dān)任高級資金經(jīng)理。2009-2015年，他曾在澳新銀行集團中國上海分行擔(dān)任全中國環(huán)球金融市場部門總經(jīng)理，幫助澳新在中國大力拓展金融市場業(yè)務(wù)。
近兩年，潘添禮創(chuàng)立了沃德資產(chǎn)(Wateram Capital)，同時也出版了《高凈值投資 - 如何通過實際資產(chǎn)配置增加財富》，得到各方贊譽，包括新加坡海峽時報的大力推薦。潘添禮目前除了是投資經(jīng)理外，也同時是專業(yè)顧問和培訓(xùn)師。任教過的機構(gòu)包括新加坡交易所、財富管理學(xué)院以及新加坡、香港和印度尼西亞的多家銀行和金融機構(gòu)。
潘添禮擁有新加坡國立大學(xué)理學(xué)學(xué)士學(xué)位，也是特許金融分析師(CFA)，并擔(dān)任過CFA新加坡三年的董事總經(jīng)理。
活動詳情
Date:Thursday, 15 November 2018
Time:19:00 – 20:30(Registration: 18:30- 19:00)
Venue:上海市浦東新區(qū)陸家嘴環(huán)路333號金磚大廈(原東方匯經(jīng)中心)703教室
Room 703, Brick Tower(Former Oriental Financial Center), No. 333 Lujiazui Ring Road, Shanghai.
Cost:
- CFA China Members and SAIF students with valid student ID : FREE;
- Others : CNY 50 per person
CE Credit:1.0
Capacity:80 pax
Language:English
報名須知
Please click "Read more" for registration.
請點擊閱讀原文在線報名，不接受其他方式報名。http://cn.mikecrm.com/wQXM5AR》》》
The registration confirmation will be sent by email on 12 November. If you don’t receive any email until 12:00 on 14 November, please contact Miss. Gao at +86 21 5116 7250.
報名確認信將在11月12日通過郵件發(fā)送給大家。如在活動前一天中午12時前未收到郵件，請致電高小姐+86 21 5116 7250咨詢。
Please reply to the confirmation email from info-sh@cfa-china.org.cn to cancel your registration.
如需取消報名，請在收到確認郵件后，直接回復(fù)郵件取消。
CFA China Shanghai reserves the right to change the date or cancel the event.
CFA中國上海保留變更和取消活動的權(quán)利。
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