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CFA Society Philippines Holds Finance and Investment Summit

PHOTO CAPTION: CFA Society holds finance and investment summit dubbed as “4th Philippine Junior Finance and Investment Summit: Measure Up to Level Up” at SMX Convention Center Pasay City. IN PHOTO (from L-R): John Balce, CFA, Senior Managing Director of FTI Consulting Philippines, Inc.; Andrew Stotz, Co-founder and CEO, A. Stotz Investment Research; Cristina Arceo, CFA, Chairman of the Board of Trustees of CFA Society Philippines and Larry Cao, CFA, Director of Industry Research of CFA Institute.

It was only this year when studies began showing proof of the Generation Zers, also known as the iGeneration, setting to lead the world of finance, budget, and investment. Born between 1995 to 2010, this generation, in fact, also turns out to be more informed about investing than most generations, including those that came before them.

Witness to this phenomenon, the Chartered Financial Analysts (CFA) Society Philippines, an organization of local investment experts and professionals, took this as an opportunity to get involved and help improve this development. It is their goal to lead in the improvement of the financial profession which will ultimately benefit the entire Philippine society. And to achieve this, they deem it necessary to take part and invest in this generation especially given that they are seen to be dominating the rapidly changing investment landscape.

CFA Society Philippines recently held its Philippine Junior Finance and Investment Summit 2019 with the theme “Measure Up to Level Up” at the SMX Convention Center Manila. This whole-day event catered to more than 2,000 students and industry experts and has invited renowned speakers and industry experts such as John Balce, CFA, Senior Managing Director of FTI Consulting Philippines, Inc.; Andrew Stotz, Co-founder and CEO, A. Stotz Investment Research; and Larry Cao, CFA, Director of Industry Research of CFA Institute.

“We began this journey towards equipping of future finance professionals six years ago when we launched the first Philippine Junior Finance and Investment Summit. And through the years, especially with the development in our technology and media, we saw how the desirability for equipped finance and investment professionals only grew. And that is why we continue to do this,” says Cristina Arceo, CFA Society Philippines’ Chairman of the Board of Trustees.

“As the world is rapidly changing, and since soon we are bound to leave it in the hands of this new generation of wiser and informed people, CFA believes it is essential that we engage and provide them the tools they need to lead and set the path straight towards success,” says Arceo.

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