Sunday, February 1, 2009

Tarlac State Univ sponsors Symposium on CFA Program & Careers in Finance, Jan 31, 2009


is at http://wikimapia.org/8509061/Tarlac-State-University

Tarlac State University invited me to talk about careers in finance, savings and investments. Special Mention of the CHARTERED FINANCIAL ANALYST program. In the audience were 200 students, gathered them into the function room of Tessie's Grill in Tarlac City.

You can find it in http://wikimapia.org, if you request these Coordinates: 15°28'39"N 120°35'44"E.
Jay Penaflor of PSE Market Education spoke about the workings of the stock market. Claire Quiray spoke about the pros and cons of active trading. In the photo, below, you see prof Meneses of Tarlac State U. at left, then Jay, and Claire.


Established in 1906, Tarlac State University (TSU) is the center for academic excellence in Tarlac, Philippines. It offers graduate courses, vocational training, and undergraduate degree programs in engineering, physical and social sciences, computer studies as well as information technology, business and accountancy, physical education, education, fine arts and architecture, and nursing.


TSU has these campuses:
* Main Campus
* San Isidro Campus
* Lucinda Campus
* Techno Campus



I spoke about the material on this slide. MBA degree holder functions tend to be in the bottomhalf. CFA charterholder functions tend to be in the upper half.



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I called "DEP'T of FINANCE" the Junior Finex officers, who coordinated the event. Org President Regina Yabut, is at far left.

The registration desk volunteers. I encouraged them to dream big, by calling them the "future bank presidents."

You might notice that there is too much gender equality in the Philippines. The men have to struggle to be recognized, to have a voice, to be able to break the "Glass Ceiling."





Anyways, the Glass Ceiling is transparent, say the women. What's your problem, guys. Not competitive enough, not aggressive enough?






Sales people need the ability to convince the client.

This gentleman in front, left, has a good singing voice. He performed one number, during Intermission. At least the men had ONE chance to shine.

I encouraged the students to read up about bond markets.

...and stock markets

Intermission Number by a talented student.


In conclusion, ladies, and gentlemen, after all is Sung and Danced, please register.



Prof Rowena Ramos at LEFT, took CFA level 1 last December 2008 ...after i had encouraged her to get into the program. Results of the December exam were posted on the internet by Jan 28 or so.


These students were attentive.


On the far right, is a faculty member. He, too, has singing talent.

On stage with the student council officers.

Some student leaders = junior financial executives.

After my long story-telling exercise, i settle down to the bus ride back to Manila.




I reach Makati at night.


Friday, January 23, 2009

Investment Research Challenge, FINALS, Jan 23, 2009.

Snapshots from the Finals.

WACC slide. Shown to the public.


Recomm slide.


Cases, optimistic / pessimistic.


PEER analysis.


Contestants.




Ernie Francisco, CFA.


April Lee, CFA.





Sunday, January 18, 2009

Intro to CFA Program at De La Salle Univ, Dasmarinas, CAVITE, Jan 17, 2009





De La Salle University, Dasmarinas, CAVITE, Jan 17, 2009. Alumni Center Auditorium.
Organizers: Junior Philippine Institute of Accountants, Junior Philippine Institute of Management Accountants, Junior Financial Executives of the Philippines (FINEX), led by Donna Caimic and Jean Marie Villondo.

The hardworking secretariat. Phoebe is seated.


10am to 12. Intro to CFA Program was delivered by Marc Bautista, CFA and Alexander Gilles, CFA.




2 - 4pm. Intro to financial markets, careers in finance, and latest trends in stock markets, was delivered by Alexander Gilles, CFA.


Participants from various degree programs.


Fourth-year students of financial management. Roselyn is second from right, front row.


Volunteers of the Secretariat.


Karen Muralla, organization officer, is in front row, at right.


From left, Professor Eva Aquino and Prof May E., and Sandy Gilles, CFA.


Faculty members of a college in Batangas province, and Sandy Gilles, CFA.