Tuesday 23 July 2013

Phillip Capital 4th Annual Investment Conference 2013, A Raging Success!

2 June 2015 (Update) - Good news everyone! You can also attend the 6th Annual Investment Conference scheduled on the 27th of June 2015 absolutely FREE. Check out all the details HERE

****************************************


If I had one sentence to summarized the Phillip Capital 4th Annual Investment Conference 2013, it would be "A RAGING SUCCESS!"

When I arrived at the Istana Hotel about the 8.30am, I was caught by surprised by the long queue of eager investors waiting to register themselves. Despite setting up 7 rows of registration counters, the queue continued to form as more and more people begin to arrive. In fact, I was made known by the organizers that some investors arrived as early as 7:00am!

While waiting for the conference to start, investors took the opportunity to mingle and visit booths that were set up around the main gallery. Booths from popular funds houses such as Kenanga Investors Berhad, Hwang Investment Management and AmInvest have always been a crowd puller due to their popularity. Then there's also the new kid on the block, Aberdeen Fund House which managed to draw many curious investors to their booth.




Another crowd puller was the Bursa Malaysia Derivatives booth and the Phillip Futures booth. Although both booths are not related to unit trust investment, investors were attracted to find out more about alternate investment option, specifically Futures.

Not forgetting, a mega event such as this is never complete without a lucky draw competition to get the crowd excited. Hence through the kind sponsorship of Phillip Mutual, Bursa Malaysia Derivatives, Hotel Istana and eSignal, a lucky draw session would be held at the end of conference offering the grand prize of RM1,000 worth of Investment Value with Phillip Master Equity Growth Fund. To participate, investors are required to get at least 6 stamps from different booths. 

Grand Prize is RM1,000 worth of Investment Value with Phillip Master Equity Growth Fund

What made the conference extremely attractive to investors were the list of speakers scheduled to speak. They consist of;

Keynote Address by Mr. Chong Kim Seng, CEO Bursa Malaysia Derivatives Berhad

Main Session Speakers

  1. Mr. Jeffry Tan Seng Hui, Executive Vice President for Product Development, Bursa Malaysia Derivatives Berhad.
  2. Mr. Gerald Ambrose, CEO of Aberdeen Islamic Asset Management Sdn. Bhd.
  3. Mr. Chen Fan Fai, Chief Investment Officer of Eastspring Investment Berhad
  4. Miss Lee Sook Yee, Chief Investment Officer of Kenanga Investors Berhad
Concurrent Session Speakers
  1. Mr. Suresh@Maniam Mookiah, Head of Business Development, Bursa Malaysia Derivatives Berhad.
  2. Mr. Chen Fan Fai, Chief Investment Officer of Eastspring Investment Berhad
  3. Mr. Bharat Joshi, Investment Manager of Aberdeen Islamic Asset Management Sdn. Bhd.
  4. Mr. Chung Yee Wah, Chief Investment Officer of Kenanga Islamic Investors Berhad
  5. Mr. Ang Kok Heng, Chief Investment Officer, Phillip Capital Management Sdn. Bhd.
  6. Mr. Mohd Fauzi Mohd Tahir, Executive Director and Head of Islamic Equities of Aminvest Berhad
  7. Miss Tan Angie, Portfolio Manager of Hwang Investment Management Berhad
  8. Mr Jay Tan, Proffessional Trader
  9. Mr. Nicolos Wang Zilong, Strategist, Phillip Futures Pte Ltd, Singapore
Forum Session
  1. Mr. Chen Fan Fai, Chief Investment Officer of Eastspring Investment Berhad
  2. Mr. Bharat Joshi, Investment Manager of Aberdeen Islamic Asset Management Sdn. Bhd.
  3. Mr. Sree Kumar, Executive Vice President, Business Development & Marketing, Bursa Malaysia Derivatives Berhad
  4. Mr. Abdul Razak bin Ahmad, Chief Executive Officer/Executive Director of Kenanga Investors Berhad
Such was the "star studded" list of speakers that the event was a sell out with an attendance of almost 1400 people! FYI, all 3 Main Ballroom of Istana Hotel were fully occupied! Here are some pictures taken during the main session:
Center Stage
Left Side 
Right Side
Presentations given during the main session consist of the following:
Click to Enlarge
After the main session, the ballrooms were split into 3 to accommodate 3 separate concurrent sessions carried out between 1.30pm to 3.30pm. Investors were given the luxury to attend sessions according to what they wish to know more about. Topics for the concurrent session were;
Click to Enlarge
Tea Break at 3.30pm was a welcomed sight as investors excitedly discussed what they have just learned over coffee. Booths were crowded with investors as they seek to find out more about funds managed by the speakers. 


The second last session of the conference was the open forum session moderated by Mr. Phua Lee Kerk, Chief Strategist from Phillip Mutual Berhad. Forum Panelist consist of Mr. Bharat, Mr. Sree, Mr Chen Fan Fai and Mr. Abdul Razak.
Forum Panelist
Questions posed by investors to the panel were rather challenging (at least by my own standard) yet were answered with aplomb by the panel of experienced experts.

Some of the interesting questions raised were:
1. What is the global economic outlook?
2. Will the 1997 Asian Financial Crisis reoccur if the Quarterly Easing stops?
3. Why is EPF buying and selling stocks on a daily basis?
4. Will there be correction of more then 10% on the KLSE Index in the next 6 months?

The finale of the event is of course the lucky draw session. A round of congratulations to the winners of the lucky draw which unfortunately did not include me.

Summary
In a nutshell, the Phillip Capital 4th Annual Conference was worth every penny and time spent atttnding it. I for one felt that the conference was a raging success in terms of:
1. Bringing the latest outlook and views from the experts.
2. Changing the mindset of investors about unit trust investing.
3. Allowing investors to understand how fund managers from different fund houses manage their investment portfolio.
4. Offering investors an opportunity to further understand what Futures and high risk investing is all about.

Despite not winning anything from the lucky draw, the knowledge I've gained from attending the conference serves as a reaffirmation of the path that I've chosen in planning my long term investment via unit trust. That the funds I've personally invested and recommended to others are in the safe hands of experienced and fundamentally strong fund managers.

With that I bid all of you happy investing and hope to see all of you next year at the 5th Phillip Capital Conference!

If you like reading this post, it would do me a great favor by:
1. Sharing this post on your Facebook!
2. Liking my Facebook Page
3. Like to know more retirement planning and starting your own unit trust investment with the best funds in the market? Email me at shanesee03@gmail.com

P.s : Just to share some personal pictures taken during the conference:



Key People of Phillip Mutual Berhad
Left : Mr . Ahmad Syazni Hafriz (Manager, Online Business Development), Mr Mohd Fadzli bin Mohd Anas (Chief Executive Officer), Mr. Nelson Yen (Zone Manager Southern)

With Mr. Chen Fan Fai, Chief Investment Officer of Eastspring Investment Berhad

With Mr.  Bharat Joshi, Investment Manager of Aberdeen Islamic Asset Management Sdn. Bhd.














No comments:

Post a Comment