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Financial Wiz to Share Investment Tips in Philippines

Posted by on 30. September 2014

Andrew Stotz, CFA, shares investment tips in the different universities.

People get scared at the word Investing but Andrew Stotz, CFA, President of CFA Thailand simplifies this as he shares investment principles coming from his more than 20 years experience in the field to students of different universities in the country. De La Salle University-Dasmarinas, University of Mindanao, Ateneo de Davao University, Colegio de San Juan de Letran, and De La Salle University-Manila get the privilege to get to understand this principles which would be a good building block for them as future investors. ”

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The World of Investments

There are a lot of opportunities that we gain in the world of investments.  A few months ago, I had a talk with Chartered Financial Analysts (CFA) Society Philippines President, April Lee Tan on how investment can be like a marathon.  Our success rates in both investments and a marathon comes in understanding things we have to do.  CFA Institute takes it one step further by bringing in Andrew Stotz, CFA, current President of the CFA Society Thailand and one of Thailand’s leading equity analysts to Philippines for a series of speeches in the country’s universities to introduce his Principles for a Lifetime of Investing.

Schools that he will visit are as follows:

  • De La Salle University-Dasmarinas (October 2, 2014)
  • University of Mindanao (October 3, 2014)
  • Ateneo de Davao University(October 3, 2014)
  • Colegio de San Juan de Letran (October 4, 2014)
  • De La Salle University-Manila (October 4, 2014)

Family and legacy were the drives behind this presentation when Andrew started creating it five years ago, as he wanted to teach his five nieces how to manage their own finances and share his experience with the greater community. He immediately realized that the financial world is totally overwhelming for most people, particularly those with no experience or interest in the area, such as his nieces. Since then, Andrew has been on a journey to reduce the core principles of investing to a road map that anyone can follow and implement. Andrew’s more than 20 years of experience in teaching finance at universities, in addition to his full-time job as a financial analyst, makes him perfect placed for this task. In his presentation, Andrew will review the Principles, showing where they came from and most importantly, what a person needs to know about them to build a sturdy financial future. On top of this, attendees will be constructing their own financial plan as Andrew walks them through each point. After the seminar like Andrew’s five nieces now, attendees will be equipped with a new hope and a clear path toward managing their own financial lives. And crucially, they will have in their hands a simple financial plan that they can follow for the rest of their lives.

Questions answered in this seminar are:

  • Should I have a written plan?
  • What should be objective for investing?
  • What is the surest way of being successful in the stock market?
  • How much should stocks be in my overall portfolio?
  • How do I cut the clutter to understand the truth about investing and investing professionals?
  • Whether I should manage money on my own.
  • Should I be picking stocks or should I buy a mutual fund or Exchange Traded Fund?

About Andrew Stotz, CFA

Andrew Stotz runs A. Stotz Investment Research, which provides stock portfolio recommendations across every market in Asia to global institutional investors. He has been a university lecturer in finance for 21 years and is currently writing his PhD in finance at the University of Science and Technology of China. He is co-founder of CoffeeWORKS Co. Ltd., Thailand’s leading specialty coffee roaster and Jcademy.com, an innovative online learning website.

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