Vietnam CPD event | Wealth management for high-net-worth individuals

Hanoi event

Date: Thursday, 24 October 2019

Time: 18h to 20h

Venue: 6B Lang Ha Street, Ba Dinh District, Hanoi.

The Vietnamese economy has witnessed an impressive growth over the past few years, creating many opportunities for investment. Such propitious condition has significantly raised the demand for wealth management as the increase of investment opportunities has aroused interest and attracted attention of many people. Wealth management, therefore, is expected to expand significantly in the years to come and many businesses are looking forward to further catering to the growth potential of wealth management industry in Vietnam.

To answer the key issues on wealth management, we are delighted to invite Mr. PHilippe Moschetta, a Professor of Practice in Finance and Risk (AACSB Bridge Program) to share his expertise and insights on the topic “Wealth management for high-net-worth individuals”.

Content:

• The shoemaker has no shoe: Why is it difficult for CFA to manage their own wealth?
• What is Total Portfolio Management?
• How to manage risk as you become richer?
• Buying External Help: Are you hiring the next Madoff?
• Selling Wealth Management: Do you have the right profile?

Join us on Thursday, 24 October if you are in Hanoi to listen to our expert, share your view and network with fellow CFA charterholders and like-minded professionals.

Please note the views expressed in this event are those of our guest speaker and do not necessarily reflect the views of CFA Community Vietnam.

Guest speaker

Mr. Philippe Moschetta – Professor of Practice in Finance and Risk (AACSB Bridge Program)

Philippe Moschetta is a Professor of Practice in Finance and Risk (AACSB Bridge Program). He has taught in 13 different countries and is currently teaching at the Vietnam Institute of Directors. He has been the financial advisor of one of the largest business families in Saudi Arabia for seven years. He has extensive experience over the last 15 years as Board and Advisory Board member from small VC-funded start-up to large holding companies with investments in excess of US$10B. He has been a senior executive or corporate officer for 37 years, mostly in Fortune 500 companies (e.g. Rockwell, Stanley Tools, Becton Dickinson). He has worked and lived in developed markets (e.g. Belgium, France, Ireland, U.K.) and in developing ones (e.g. Ivory Coast, Saudi Arabia). He is also an academic advisor to different institutions.

Agenda

Hanoi event (24 October 2019)

18h – 18h30: Registration & Luncheon + Networking

18h30 – 19h45: Guest speaker’s Speech + Q&A

19h45 – 20h: Closing Remarks

Fees:

Early Bird discounted price on or before 21 October 2019, 23:59 ICT

• CFA Institute Members: Free-of-charge
• CFA Program Candidates: VND250,000
• Non-members: VND400,000

Standard Price

• CFA Institute Members: VND150,000
• CFA Program Candidates: VND350,000
• Non-members: VND500,000

Join us! Don’t miss this great opportunity. Seats are limited and available on a first-come, first-served basis.

Event registration link: LINK

Online registration deadline is COB, 21 October 2019.

For more information, please contact us via:

• Email: events.vietnam@gmail.com; or
• Mobile phone: Hanoi – Mr. Nguyen Thanh Cong at 0969738699

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CFA Community Vietnam

Website: https://cfacommunity.vn/ | Email: cfa.events.vietnam@gmail.com

Follow us on Facebook: https://www.facebook.com/CFACommunityVietnam.