Introduction to Applied Value Investing

Details
Date:

February 5

Time:

07:00 pm - 08:30 am

Organizer

SGX

This seminar is designed for individuals who want to build long-term wealth using a proven and tested approach. This wealth building process is executed through a systematic approach of diligent research and the patient execution of an investment strategy, adapted by the participant to fit his own risk appetite and investment objectives.

This introductory seminar advocates buy-and-hold strategy and recommends minimum trading. Therefore, this seminar is best suited for investors who do not have time to trade in stocks and monitor the market frequently but enjoy the process and challenge of developing a deep knowledge in the companies they have invested for the long term.

Participants will be introduced to both the concepts and practical aspects of investing in equities, simplified for non-professional investors. The key investment approach is based on the philosophy of value investing as expounded by Benjamin Graham and successfully adopted by Warren Buffet.

This is a course introduction. Attend this seminar to receive a special sign up price for “Applied Value Investing Workshop”!

After completing the Applied Value Investing Workshop, participants should be able to:

  • Determine his or her investment return targets in the equities market
  • Interpret basic financial reports and ratios for investment decisions
  • Search for financial data online and analyze this data to filter out investment opportunities
  • Construct an equities investment portfolio that will generate the expected return, enabling the participant to achieve his or her wealth building goals
  • Determine entry and exit points in executing trades in the equities market, guided by a disciplined process of valuation and taking advantage of market volatility

Trainers’ Profiles:

Peter Lai Hock Meng, CFA graduated with a BA (Honours) degree in Economics from the University of Cambridge, UK in 1980. He obtained his MA (Cantab) in 1983. Peter’s has more than 30 years of experience in investment consulting, treasury management, asset management, corporate finance and securities trading. His career spans from being an investment officer in a central bank, chief foreign exchange dealer in a local bank, managing director of a global stockbroking firm to regional market manager of a regional private bank and CEO of an asset manager for a real estate investment trust. He was also formerly an Adjunct Associate Professor in the NUS Business School and the Director-in-Residence with the Saw Centre for Financial Studies. He also lectured in Singapore Management University and Nanyang Technological University. He now manages his own retirement fund, and sits on the boards of several listed companies and advises charities and foundations on the management of their reserves.

Puah Soon Lim graduated from National University of Singapore with a Bachelor degree in Business Administration. He is also a CFA. Soon Lim has more than 20 years of experience in the financial and investment industries, spanning from money broking, merchant banking, bond sales and trading, investment planning, insurance sales and management of a wealth management sales team. His last decade was spent in a stock broking firm’s wealth management unit. He is currently the Associate Director of an Independent Financial Advisor. He works with both individual and institutional investors to provide customised advice on optimal asset allocation. His extensive experience and thorough knowledge in wealth management enables him to break down difficult concepts into easy-to-understand components.

Contact Us

For further enquiries, please email [email protected] or call 6327-5438
(Operating Hours: 9.00am to 5.00pm)

Terms and Conditions

Singapore Exchange reserves the right to make changes to the time, date, syllabus, speakers, venue or cancel the course if warranted by circumstances beyond its control.


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