CPD EVENT: WEALTH MANAGEMENT FOR HIGH-NET-WORTH INDIVIDUALS

27 August 2019, Tuesday (11:45 AM – 1:15 PM)
Liberty Central Saigon Riverside Hotel, HCMC



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”.

Outline:

  • The shoemaker has no shoe: Why is it difficult for CFA Charterholders 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?

 

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.
 

11:45 – 12:00: Registration and Networking Luncheon
12:00 – 12:50: Guest speaker’s Speech + Q&A
12:50 – 13:15: Closing Remarks

Fees:
Early Bird discounted price on or before 20 August 2019, 23:59 ICT

  • CFA Institute Members: Free-of-charge (Standard: VND150,000)
  • CFA® Program Candidates and Level 3 Passers: VND250,000 (Standard: VND350,000)
  • Public: VND400,000 (Standard: VND500,000)

Attire: Business Casual

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

REGISTER NOW

Deadline: 24 August 2019 at 18:00 local time.

For more information, please contact Ms. Thao Dao at +84 934 725 458 or cfa.events.vietnam@gmail.com.

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