Vision 2026: Unfinished Business: The Philippines’ Quest for Stability and Credibility

As the Philippines continues its journey toward economic resilience and institutional credibility, VISION 2026 brings together leaders from the financial and investment community to reflect on progress, navigate emerging uncertainties, and celebrate excellence that inspires trust.

Organized by CFA Society Philippines, Vision 2026 features the annual Forecast Event—Unfinished Business: The Philippines’ Quest for Stability and Credibility—a forward-looking discussion on the country’s economic direction amid global and domestic headwinds. The program culminates with the Best Managed Funds of the Year (BMFOY) awards, recognizing the top-performing funds that exemplify disciplined strategy, transparency, and stewardship—qualities that drive confidence in Philippine financial markets.

More than a forecast, Vision 2026 is a statement of purpose: that credible performance and principled leadership are vital to advancing the nation’s quest for stability and sustained growth.

Event Details:

Date: February 27, 2025 (Friday)

Time: 1:30PM

Venue: Discovery Primea (6749 Ayala Ave, Makati, 1226 Metro Manila)

Registration Fees: (VAT exclusive)

• CFA Members: FREE

• Non-Members (Early Bird Rate): Php3,499.00 (Until January 30, 2026 only)

• Non-Members (Regular Rate): Php5,999.00 (Until February 20, 2026 only)

Register Here.

Interested in sponsoring the event?

Vision 2026 offers a strategic opportunity to engage key decision-makers, elevate brand visibility, and associate with thought leadership and excellence in Philippine finance—all while supporting programs that set the standard for professionalism, integrity, and investor confidence.

Please feel free to contact our Program Manager, Precious Canoza-Miranda thru Viber at +63 (922) 8269306 or email at precious.canoza@cfaphilippines.org for questions or clarifications.  

We look forward to working with you on this exciting opportunity.

Panel Experts

Rafael Garchitorena

Chief Strategist and co-Head of Research

Regis Partners Inc.

Rafa’s experience in the equities industry is extensive. He began his career as a research analyst at BZW in Manila from 1993 to 1998. He then worked for W.I. Carr as an equity sales person based in London from 1998 to 2002. Rafa joined Regis Partners as a senior analyst in 2002. He was, then, the industry specialist for Philippine banks and the property sector. While he continues to cover the Philippine Banking sector, Rafa is now principally responsible for the company’s overall equities strategy.

Rafael graduated from the Ateneo de Manila University with a Bachelor of Science degree in Management Engineering.

Jun Neri

Lead Economist

Bank of the PHL Islands

Before joining BPI, our speaker served as an economics and banking sector analyst for a former Bangko Sentral ng Pilipinas (BSP) Monetary Board Member; was a consultant at the Asia Development Bank (ADB); and a lecturer on monetary and fiscal policy at the University of Asia and the Pacific.

He currently leads a team that consistently ranks at the top of surveys for analysts conducted by Bloomberg, and Businessworld.

Our speaker was ranked #1 among local economists by the Department of Finance as having the most accurate gross domestic product (GDP) growth projections from 2016 to 2018.

In 2020, he served as the President of the Philippine Economic Society (PES), exemplifying his active participation in promoting the goals of the country’s economics community. He was a board member of the PES from 2015 to 2022.

In 2024, a BusinessWorld columnist also hailed him as the best GDP forecaster of 2023 among major banks, consulting and finance firms, and academia in the Philippines, underscoring his team’s strong track record in economic and financial markets research.

Mr Neri has also been consistently recognized as one of the country’s Best Economists by the Fund Managers Association of the Philippines.

Michael Ricafort

Chief Economist

RCBC

A frequent resource person at various media companies and TV shows such as ANC/ABS-CBN, GMA, TV5, Bilyonaryo News Channel, etc. Mike has been awarded by the Fund Managers Association of the Philippines (FMAP) as the Best Fixed Income Strategist (1st place for the fifth straight year) and the Best Economist (1st place in 2022; 2nd place in 2021, 2023, 2024, and 2025). Mike has also been awarded by The Asset (Hong Kong): No. 1 in the Philippine Peso Bonds Research for 2 straight years (2022 & 2023), No. 3 in 2024, and No. 5 in 2025. The Department of Finance also ranked Mike as the closest in predicting the Philippine GDP growth in 3Q 2021 and in 2020, as well as the most accurate in predicting Philippine inflation rate in 2018 and 2019

Jeanette Yutan

Philippine Equity Research and ASEAN Consumer team lead

J.P. Morgan

She is an experienced sell-side equity analyst, known for her analytical approach to economies, financial markets, industries, and companies. Since rebuilding the Philippine equity research team in 2013, she has guided it to consistent top rankings in the Institutional Investor All-Asia Research poll - #1 from 2021 to 2025 and top 5 since 2015. Jeanette holds dual degrees in Economics and Commerce from De La Salle University.