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Diversifying Your Portfolio with Exchange Traded Funds and SMART Portfolio

Phillip Securities Pte Ltd (A member of PhillipCapital)

Friday, June 22, 2018 from 12:30 PM to 1:30 PM (Singapore Standard Time Singapore Time)

Diversifying Your Portfolio with Exchange Traded Funds ...

Ticket Information

Type Remaining End Quantity
Diversifying Your Portfolio with Exchange Traded Funds and SMART Portfolio 39 Tickets Jun 22, 2018 Free  

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Event Details

Topic:            Diversifying Your Portfolio with Exchange Traded Funds and SMART Portfolio

Speaker:       Mr James Ooi – Portfolio Manager, Phillip Securities Pte Ltd

                      Mr Nicholas Kee – Branch Manager, Phillip Securities Pte Ltd

Date:             22 June 2018, Fri

Time:            12.30pm – 1.30pm

Venue:          Phillip Investor Centre, Marine Parade

 

Synopsis

In a market full of volatility and uncertainties, there are always investment opportunities if investors are able to identify a suitable means to grow their portfolios. While holding a diversified basket of dividend paying stocks may be worthwhile to a conservative investor, others may consider a strategy to identify the growth potential of the stocks and stay focus on the fundamentals in such volatile times.

In this seminar, there will be 2 main areas:

  1. Understanding how ETFs can help to diversify your investment portfolio 
  2. Understanding how you can diversify your investment strategy with Phillip Smart Portfolio

Join us to find out how you can benefit and enhance your trading through diversifying your portfolio.

 

Availability for this seminar is on a first-come-first-served basis. For enquiries, please contact us at 6812 1577 or email to marineparade@phillip.com.sg 

To read more about Phillip SMART Portfolio, visit www.poems.com.sg/SMART

 

Speaker’s Profile

Mr James Ooi - Portfolio Manager, Phillip Securities Pte Ltd

jamesooicj@phillip.com.sg

Mr Ooi has been with Phillip Securities since 2010.  Before joining Managed Account Department as a Portfolio Manager, he was a Customer Experience Specialist before becoming an equity dealer with our POEMS Dealing team, progressing to lead the dealing team at Phillip Investor Centre – Toa Payoh branch.  Prior to joining Phillip Securities, he was a Futures Dealer in an investment bank.

He has been a regular market commentator for various media programmes, including Channel NewsAsia’s Asia Business First, Channel 8’s Money Week and Morning Express, Capital 95.8FM and 938Live Morning news programmes where he talks about current market trends.

He is a SGX Academy Professional Trainer and also conducts seminars on Financial Analysis and Technical Analysis.

He holds a Bachelor of Business degree with double majors in Finance and Marketing from the University of Technology Sydney.

 

Mr Nicholas Kee – Branch Manager (Marine Parade)

Nicholas has been with Phillip Securities since 2013 and is the current Branch Manager of Marine Parade. As a financial professional with over 6 years of experience in the wealth management industry, Nicholas has in-depth expertise in a broad range of financial assets. He has analyzed and marketed a broad range of financial solutions that are catered to retail clients; including but not limited to, Shares, CFDs, Unit Trusts, Insurance and ETFs. He strives to support clients and guide them on their financial journey.

 

Have questions about Diversifying Your Portfolio with Exchange Traded Funds and SMART Portfolio? Contact Phillip Securities Pte Ltd (A member of PhillipCapital)

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When & Where


Phillip Investor Centre - Marine Parade
Blk 80 Marine Parade Central, #01-782
Singapore, 440080
Singapore

Friday, June 22, 2018 from 12:30 PM to 1:30 PM (Singapore Standard Time Singapore Time)


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Organizer

Phillip Securities Pte Ltd (A member of PhillipCapital)

Since 1975, the PhillipCapital network has grown into an integrated Asian financial house with a global presence that offers a full range of quality and innovative services to retail and high net worth individuals, family offices, corporate and institutional customers.

Our comprehensive suite of financial products and services includes broking in securities, futures, foreign exchange, bonds, precious metals and commodities, unit trusts, contracts for difference, exchange traded funds; fund management, managed accounts,  insurance planning, regular savings plan, investment research, equity financing and property consultancy*. Institutions can also benefit from our corporate finance and advisory services as well as information technology solutions.

With more than 3,500 employees and over 900,000 clients worldwide, our assets under custody/management total to more than USD 24 Billion with shareholders' funds in excess of USD 1 Billion.

PhillipCapital (with headquarters in Singapore) operates in the financial hubs of 16 countries, including offices in Hong Kong, Japan, UK, USA, China, Malaysia, Indonesia, Thailand, India, Cambodia, France, Sri Lanka, Australia, UAE and Turkey.

Information on any and all independent PhillipCapital members and the respective financial services they offer can be obtained from www.phillip.com.sg. Members can otherwise be identified by their authorised use of PhillipCapital brand name along with their own name in their documentation and literature.

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