SIAS Investment Workshop

OBJECTIVES: The objective is to equip retail investors with the necessary tools to help them make sound investment decisions. The basic idea is to make every participant an informed investor who can discern value and disciplined to limit his/her losses.

TRAINER:
	Mr. Terence Wong, CFA
	Terence Wong is Co-Head of Research and Senior Vice-President at DMG & Partners Securities Pte Ltd. He was formerly the CEO and Chief Investment Analyst of SIAS Research Pte Ltd, a Singapore-based independent equity research company. He has received numerous commendations for his work. He warned investors against the technology bubble in an article to the Singapore Exchange magazine Pulses (March 2000) one month before the tech meltdown. He was also ahead of the curve on the hard disk drive (recommended in Jan 2002), construction (May 2005), and small cap (Dec 2005) sectors, all of which were recommended well before the massive run-ups. Terence has been featured on financial programmes on BBC, CNBC, ChannelNewsAsia and MediaCorp TV (Channel 5 and Channel 8), and is well-quoted in both international and local media, including Asian Wall Street Journal, Bloomberg, Dow Jones, Nihon Keizai Shimbun, Reuters and The Business Times. In addition, his analysis and commentaries have been published in The Straits Times, The Business Times and Pulses. Since 2004, he has spoken in over 60 investment seminars organised by the Singapore Exchange, Asia Seminar, CapitaLand, Lim & Tan Securities, Nanyang Technological University, National University of Singapore, NextView, NTUC, Shell, Securities Investors Association (Singapore), SIAS Research, ShareInvestor and Westcomb. Terence graduated from Simon Fraser University in Canada with a Joint Honours in Business Administration (Finance) and Economics. He is a Chartered Financial Analyst (CFA) charter holder.

SYLLABUS
• Money Management • Sources of Financial Information • Effect of Global & National Economics • Market & Sector Cycles • Factors Influencing Stock Values • Stock Valuation; Risk Factors • Performance Measurement • Technical Considerations • Portfolio Considerations.

TRAINING METHODOLOGY
The workshops will be run with an interactive process not confined to just discussing portfolios but will prod investors to analyze their own investment decisions to help them understand the investment process better. Participants can discuss their problems with regards to their own investment decisions; analyze their choice of investment i.e. why it is losing money and what strategies should be adopted to either reduce losses or make profit. A practical approach to the process of investment will be adopted.

* Following online registration, please make payment via either cheque or cash. All cash payments can be made at SIAS office. Cheques are to be crossed and made payable to “SIAS“. Please state your full name, NRIC no and contact number at the back of the cheque and mail to SIAS.

Securities Investors Association (Singapore)
75 Neil Road, Singapore 088902 | Tel: 65 62272683 | Fax: 65 62206614 | Email: admin@sias.org.sg