Thursday, May 15, 2008

Retail Investment Workshop "Weathering the Volatile Markets' - 24 May 2008

Got this in my email.


You are cordially invited to our Retail Investment Workshop "Weathering the Volatile Markets' on 24 May 2008 in Securities Commission at 3, Persiaran Bukit Kiara, Kuala Lumpur.

 Get expert tips and advice on how to weather the volatiles markets with insights from the industry's best. In our workshop, you will learn how to manage investment risks effectively and systematically diversify your portfolio with different classes. We will also examine the overall investment climate and identify opportunities available.

Workshop Highlights


·         understanding risk associated with investment

·         learn how to manage investment risk effectively

·         get to know how different investment asset classes help to minimize portfolio risk 




Mr. Tan Beng Wah, Chief Executive Officer, CIMB Wealth Advisors Bhd: - over 25 years of experience in Financial Services profession


Mr. Arnold Lim, Head of Retail Equities, CIMB-Principal Asset Management, Malaysia: - over 19 years of experience in investment, CFA and licensed Fund manager under Securities Industry Act 1983 since 1994.


Mr. Teng Chee Wai, Chief Executive Officer, HwangDBS Investment Management: - over 15 years of experience in Investment Management industry


Mr. William Tan, Head of Retail Sales, Franklin Templeton Investment, Singapore: - over 13 years of experience in Banking & Finance Industry


Ms. Josephine, Head of Retail Sales in Malaysia, Schroder Investment Management Singapore Pte Ltd: - over 8 years of experience in Unit Trust Industry


Mr. Wong Loke Chin, Assistant Director, Fixed Income, CIMB-Principal Asset Management: - Over 11 years of experience in Fixed Income industry


Please find enclosed the investment workshop agenda for your reference. You can call +603-7718 3000 or go to  for reservation. Limited seats are available; reservations are on the first come first serve basis.


See you there!


Yours sincerely,


Yap Chee Ken


Head, Investment Services

CIMB Wealth Advisors Bhd


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