Philippine Junior Finance and Investment Summit 2024

The Philippine Junior Finance and Investment Summit 2024 is a premier virtual event designed to inspire, educate, and engage graduating students and young professionals who are ready to embark on their journeys in the finance and investment sectors. Scheduled for September 27 and 28, 2024, this summit will offer a dynamic program of expert-led sessions, panel discussions, and interactive workshops, all aimed at equipping participants with the knowledge and skills they need to succeed in their careers.

Since its inception in 2013, the Philippine Junior Finance and Investment Summit has reached and helped over 16,000 students and young professionals, making a significant impact on the finance community. This year's theme, "Chart the Future: Unlocking Opportunities for Tomorrow," reflects the event's commitment to preparing the next generation of finance professionals to navigate the ever-evolving industry landscape.

Key Highlights:

  • Expert Insights: Gain valuable perspectives on the current state of the economy and career prospects in the finance industry.
  • Specialized Tracks: Choose from focused sessions on research and financial analysis, portfolio management, and trading to deepen your expertise.
  • Skill Development: Enhance your technical and ethical decision-making skills through practical sessions on best practices, market analysis, and financial wellness.
  • Networking Opportunities: Connect with industry leaders, experienced professionals, and peers to expand your professional network.

This summit aligns with CFA Society Philippines' strategic objective of shaping the future of the industry and profession. By providing a platform for young professionals to learn from experts, gain practical insights, and develop essential skills, the summit contributes to the society's goal of building a competent and ethical investment community. The event empowers participants to become leaders in the finance industry, equipped with the knowledge and integrity to drive positive change and uphold the highest standards of professional excellence.

Registration Fee: Php375.00

How to register?
1 . Download the CFA Society Philippines mobile app. 
2. Create an account and ensure all required fields are filled in accurately:
(Name, Email Address, Mobile Number, Organization/School Name, etc.)
3. In the events tab, select “Philippine Junior Finance and Investment Summit 2024”.
4. Click the “Join” button and follow the payment instructions.
5. You will receive an email confirmation once payment has been successful.

Summit Agenda Day 1
(September 27 | Friday | 1:00 - 5:30PM)

TIME
ACTIVITY
01:00 PM
Opening Ceremony
01:05 PM
Welcome  Video Message
Ms. Margaret Franklin, CFA
President
CFA Institute
Mr. John Balce, CFA
President and Chairman of the Board
CFA Society Philippines
01:15 PM
Avoid Career Pitfalls, Practice Ethical Decision-Making
Dr. Andrew Stotz, CFA
Moderator:
Mr. Jerome Go, CIPM
Q&A (10 mins.)
02:15 PM
Panel Discussion
Research/Financial Analyst Track
  • Mr. Carl Stanley Sy, CFA
  • Ms. April Tan, CFA
  • Mr. Daniel Andrew Tan, CFA
  • Mr. John Te, CFA
Moderator:
Mr. Rastine Mercado, CFA
Portfolio Manager Track
  • Mr. Benedict Andrew Algarra, CFA
  • Ms. Alessandra Araullo, CFA
  • Mr. Rafael Palma Gil, CFA
Moderator:
Mr. Darwin Saribay, CFA
Trader Track
  • Mr. Leonard Chua, CFA
  • Ms. Sheena Lorenzo, CFA
  • Mr. Christopher Mendoza, CFA
Moderator:
Mr.  Jerome Musico, CFA
Data Scientist Track
  • Ms. Mary Grace Bacus, CFA
  • Mr. Marlon Manzanades, CFA
  • Mr. Francis Adrian Viernes, CFA
Moderator:
Mr. Monzenn Mallari, CFA
Relationship Manager/Sales Track
  • Maria Beatriz Bataller, CFA
  • Mr. Daniel Christopher "DJ" De Jesus, CFA
  • Mr. Bret Urmeneta, CFA
Moderator:
Mr. Paolo Narciso, CFA
03:00 PM
Break
03:05 PM
Topics per Track
Best Practices in Financial Analysis and Valuation
Mr. Alvin Tan, CFA
Moderator:
Ms. Rachelle Cruz, CFA
Q&A (10 mins.)
A Primer on the Investment Process: From Strategy to Execution
Mr. Christian Nero Porlas, CFA
Moderator:
Q&A (10 mins.)
Executing the Trade: Best Practices and Common Mistakes
Mr. Perry Ervine Ang, CFA
Moderator:
Mr.  Emmanuel Virtudazo Jr., CFA
Q&A (10 mins.)
Making Sense of Data: Best Practices in Analysis and Visualization
Mr. Perry Ervine Ang, CFA
Moderator:
Ms. Ana Maria Michaela Zaballero, CFA
Q&A (10 mins.)
Bridging the Gap: Matching Financial Products to Client Needs
Mr. Perry Ervine Ang, CFA
Moderator:
Mr. Monzenn Mallari, CFA
Q&A (10 mins.)
03:55 PM
Break
04:05 PM
Reading the Markets: Must-watch Indicators
Mr. Edmund Lee, CFA
Moderator:
Mr. Nicholas Christian Capulong
Q&A (10 mins.)
04:55 PM
LinkedIn – Rock Your Profile
Mr. Jordon Poh
Q&A (10 mins.)
05:30 PM
Closing and Announcements

Summit Agenda Day 2
(September 28 | Saturday | 1:00 - 5:30PM)

TIME
ACTIVITY
01:00 PM
Opening Ceremony
01:05 PM
Welcome Remarks
Mr. Alvin Tan, CFA
Board of Trustee & Academic Relations Committee Chair
CFA Society Philippines
01:15 PM
Keynote Speech
Ms. Rosalia De Leon
Monetary Board Member
01:35 PM
State of the Economy and Career Prospects in the Industry
Mr. Robert Dan Roces
Chief Economist
Security Bank
Moderator:
Ms. Mary Jade Roxas-Divinagracia, CFA
Q&A (10 mins.)
02:20 PM
Break
02:25 PM
Financial Wellness for Gen Z
Mr. Mark Ilao, CFA
Student Moderator:
Ms. Charlyne Ordillo
Q&A (10 mins.)
03:10 PM
Break
03:20 PM
Investing in a Sustainable Future
Mr. David von Eiff
Moderator:
Mr. Julio Rivera, CFA
Q&A (10 mins.)
04:05 PM
Break
04:10 PM
From Candidate to CFA: My Story
Mr. Eric Sim, CFA
Moderator:
Q&A (10 mins.)
04:55 PM
Chart Your Future with the CFA Program: Unlocking Global Opportunities
Mr. Alan Lau
Q&A (10 mins.)
05:25 PM
Closing and Announcements

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