The FinTech Revolution

Mr. Sameer S. Somal, CFA shares his expertise and view of the FinTech revolution, from blockchain, robo advisor, peer-to-peer lending and startup valuation.



See more: Fintech: A Cashless Future for Money


HO CHI MINH CITY EVENT
4 August 2017, Friday (6:00 – 9:00 p.m.)

HANOI EVENT
5 August 2017, Saturday (2:00 – 5:00 p.m.)

The upcoming digital technology revolution is transforming the entire spectrum of industries around the world. Amid the trends, it is worth to mention financial technology (or fintech), the new innovation that is capable of reshaping the whole financial services industry and changing the way people save, spend and mobilize money capital. Nonetheless, fintech is still a newly vague concept for many financial experts.

To help you deeply understand the world of fintech and its impact to the future of finance, CFA Community Vietnam is going to hold a seminar on “The FinTech Revolution” delivered by our keynote speaker Mr. Sameer S. Somal, CFA, CFO at Blue Ocean Global Wealth and Blue Ocean Global Technology. Mr Sameer will share his expertise and view of fintech in the following key aspects:

1. Understanding fintech and its components (blockchain, robo advisor, peer-to-peer lending)
2. How does fintech impact the future of finance?
3. The valuation of fintech startups

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

Speakers
Sameer S. Somal, CFA

Sameer Somal.jpgSameer S. Somal is the Chief Financial Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. As part of the Investment Strategy Group at The Bank of Nova Scotia, Sameer actively contributed to the firm’s white paper and institutional business development efforts.

A member of the Speakers’ Series at the Johns Hopkins University Carey School of Business, Sameer is a frequent speaker on the digital revolution, succession planning, technology, diversity, retirement, financial planning, entrepreneurship, and leadership.

Sameer is a CFA Charterholder, a CFP® professional, and a Chartered Alternative Investment Analyst SM. Sameer serves on the Financial Planning Association (FPA) National Diversity Committee and the Board of Directors of the Philadelphia/Tri-State FPA.

Ho Chi Minh City Event
4 August 2017, Friday
Floor 7, Hotel Majestic Saigon, 1 Dong Khoi Street, Ben Nghe Ward, District 1, HCMC

6:00 p.m. – 6:30 p.m. Registration and Refreshments
*Please provide your name card at the reception desk for verification.

6:30 p.m. – 7:30 p.m. Presentation

7:30 p.m. – 9:00 p.m. Q&A & Networking

Hanoi Event
5 August 2017, Saturday
Floor 3, Sentosa room, Fortuna Hotel, 6B, Lang Ha Street, Ba Dinh District, Hanoi

2:00 p.m. – 2:30 p.m. Registration and Refreshments
*Please provide your name card at the reception desk for verification.

2:30 p.m. – 3:30 p.m. Presentation

3:30 p.m. – 5:00 p.m. Q&A & Networking

Attire: Business Casual


Fees:
(1) CFA Institute Member: Free of charge
(2) CFA Program Candidate (past & current): VND100,000
(3) Others: VND 200,000
*Registration fees will be collected at the reception desk on the event day.
Online registration deadline is COB, 3 August 2017.

Register

For more information, please contact the following:
(HCMC) Mr. Bui Pham Anh Tuan at tuanbp19@gmail.com
(Hanoi) Mr. Pham Viet Duy at duypv16@gmail.com
(General) cfa.events.vietnam@gmail.com

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