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投資者教育講座 : 行業專題分析系列 - 「探討電訊服務股分析重點」

25 July 2019, 7:00 PM | Hong Kong
IFEC,HKSFA, CFA Institute, ACCA and HKU Space

電訊行業(Telecom) 傳統上被視為股票投資者的避風港之一。畢竟, 我們的日常生活,不論工作或私人時間都需要通過電子設備及網絡與其他人溝通,不同的只是透過固網、寛頻或流動網絡進行,而這些所有渠道及服務均是由電訊營辦商提供。此外,巨額資本支出亦意味著潛在競爭對手的入場門檻很高,某程度上使這個行業成為 "Big Boys Club” 。

然而, 在過去12個月, 一些亞洲電訊公司的股價大幅下跌。有分析人士認為電訊行業的商業模式似乎不再像從前想像般的穩定。這看法是否正確?其根本原因是甚麼?美中貿易緊張關係將如何影響電訊行業,特別是在香港和中國內地市場?另外,5G的發展將為電訊營辦商帶來甚麼機會和挑戰?

在即將舉行的電訊服務行業專題分析講座中, 我們將邀請行業基金經理、分析員以及電信營辦商代表探討以上的話題。



Career Insights: Making a Career Move — Tips and Techniques

25 July 2019, 5:30 PM | Online
CFA Institute | 1 CE

This webinar will deliver the below learning outcomes:

1. Better understanding of whether you are in the right job role or not
2. Mantras to adopt for your job search
3. Effective job search strategies
4. Tips on how to make a career switch


The 20th Anniversary CFA Society Japan JAPAN INVESTMENT CONFERENCE 2019 - The Multi-Stage Life and The Challenges Facing Financial Services

25 July 2019, 9:15 AM | Tokyo, Japan
CFA Society Japan | 6 CE Credit

How should we rethink and restructure our lives in an age where we can live for up to 100 years? Every part of life such as work, education, marriage and child rearing is about to change. As we approach an age of longevity, asset management is becoming increasingly important. 
 

The Japan Investment Conference 2019, “The Multi-Stage Life and The Challenges Facing Financial Services  -Financial Services Needed in the 100-year Life-” will shed light on asset management in aging societies and welcome prominent business executives and renowned experts as this year’s speakers. 

 



Long term investing in India

26 July 2019, 6:30 PM | Chennai, India
CFA Society India | 1.5 CE

With the elections, rate cut and the Budget out of the way, what can investors look for in the equity market?  
CFA Society India is pleased to invite Roshi Jain, CFA who will provide her views and the case for long-term investing in India.


VIP Speaker Series: Financial Life Planning and A Golden Civilization By Mr. George Kinder

29 July 2019, 6:45 PM | Hong Kong
The Hong Kong Society of Financial Analysts

Advisors are becoming increasingly aware of the importance in understanding not only a client’s financial situation, but also how their aspirations and values tie into their financial lives. Hear the “father of life planning", George Kinder, through lecture and experiential exercise, describe how Life Planning delivers an exhilarating and meaningful experience for the client. He’ll discuss Life Planning’s five phase EVOKE® process and its roots in mindfulness, deep listening, and communication skills to uncover clients’ dreams of freedom, and then deliver them. He will close on themes of his latest book, A Golden Civilization and the Map of Mindfulness, including new approaches to economics and democracy and the role financial planners will play.


CFA Societies Australia 2019 Forescasting Dinner

01 August 2019, 6:00 PM | Melbourne, Australia
CFA Societies Australia

CFA Society Melbourne proudly invites you to attend our major event of the year, the 2019 Forecasting Dinner, to be held at the RACV Club in Melbourne, on the 1st August 2019.
Our expert keynote speaker for 2019 is Mark Burgess who will be discussing 'Forecasting Future Prosperity'.
Join CFA Society Melbourne for our flagship event of the year, and test your skills against your peers in our annual forecast challenge.
Ticket price includes arrival networking drinks, 3 course dinner, beverages and the opportunity to ask our guest speaker direct questions after his presentation.


4th India Wealth Management Conference

02 August 2019, 9:00 AM | Mumbai, India
CFA Society India

Demographics, technology, and regulation have produced a new demand for client focused, goal oriented, advisory driven wealth services. Rapidly rising wealth levels have created an urgent need today to develop a deep and diverse wealth advisory talent pool. Are wealth practitioners ready? To address India's growing wealth management needs, CFA Society India is hosting its fourth annual full-day wealth management conference. Co-hosted with CFA Institute, it has the global connect and local reach to deliver practitioner-oriented learning. Come attend, network with experts, and learn!


Setting a Wealth Management Practice: Current Practices, Gaps and Solutions

03 August 2019, 8:30 AM | Mumbai, India
CFA Society India

Extra benefit for delegates of the 4th India Wealth Management Conference 

The 4th India Wealth Management Conference delegates can enjoy FREE ADMISSION to an exclusive Wealth Management Workshop on 3 August 2019 at Bloomberg premises in Parel, Mumbai. The workshop will be a series of lectures and panels on: “Setting up a Wealth Management Practice”.


Practitioners’ Insights: Valuing IPOs

08 August 2019, 5:30 PM | Online
CFA Institute | 1 CE

Over the last 15 years, the number of listed companies in India has increased significantly. Many new businesses at early, growth, or mature stages were listed, creating immense wealth for investors (individual and institutional). While many created wealth, many also disappointed, especially during the boom years of power/infrastructure (2007-08) and as recently as the SME IPO pickup during the frenzy of small caps in 2017. While the principles of research for IPO stocks remain the same, additional diligence/research is required on management bandwidth, business’ ability to scale, and even the need for an IPO.

Learning outcomes:
1. How diligent reading of draft red herring prospectus (DRHP) can make a big difference
2. How to think about valuations for IPOs


The Dark Side of Financial Statement Analysis

14 August 2019, 9:00 AM | Singapore
CFA Society Singapore | 7 CE

"The Dark Side of Financial Statement Analysis" is an extremely practical, intensive day-long session into time-tested strategies employed by the world's greatest investors.

Historically, the world's most successful investors have employed various competitive advantages for consistently beating the market's returns.

  • Analytical Advantages: Given the data already publicly available, some of the world's top investors have built superior analytics to allow them to succeed. Some of the world's greatest "Quants" fall into this category such as Blackrock, Dimensional, and AQR.
  • Informational Advantages: Some of the great fundamental investors have found ways to systematically uncover legal informational advantages. They have created ways to discover and determine company direction before the rest of the market has found out.
  • Emotional Advantages: Buffett, Klarman, Royce, and Templeton among others, have shown how temperance and emotional intelligence can make for incredible returns.   


Behavioural anomalies and factor investing | Jason Hsu

15 August 2019, 12:15 PM | Melbourne, Australia
CFA Society Melbourne | 1 CE

Please join us for lunch with Jason Hsu who is founder and CIO of Rayliant Global Advisors, and also co-founded Research Affiliates. Jason is a global thought leader in factor investing across developed and emerging markets. During the lunch, he will address the following questions:
  • What are factors and how should we think about factor investing?
  • How should we define the key risk factors driving returns in global financial markets and the behavioural factors driving anomalous returns?
  • How do we measure factor premia?
  • How can we exam whether traditional factors are also valid in EM, especially EM Asia?
  • How do the experiences of US and EM factor investing differ, considering the unique features of an evolving EM landscape?
  • How do we effectively implement a factor investment strategy through factor design and portfolio construction?


ETN剖析與探討

27 August 2019, 6:30 PM | Taipei
CFA Society Taiwan | 1 CPD

CFA Society Taiwan會員群組討論正夯的ETN,講者因為回答太專業被大家請出來開專題演講。嚴健倫, Timon Yen, CFA,現任協會候補理事,畢業於中山大學財管所,現任元富證券 新金部資深經理。


Valuation Training with Prof. Damodaran by IMAA

29 August 2019, 9:00 AM | Sydney, Australia
IMAA

2 Day Valuation Training with Prof. Aswath Damodaran – August 29 & 30 – Sydney
One of the most important ideas Prof. Damodaran emphasizes in any lecture: the connection between a company’s numbers and their ‘story.’ You can expect to learn at this training not only valuation basics — discounted cash flow models, multiples, handling ‘problem’ firms — but how these concepts can be further strengthened by a credible story.