CFA Society Singapore

🔑 Unlock the secrets to making the complex world of #PrivateEquity simple. Private equity as an asset class is growing, with investment opportunities abounding. With just two weeks left until our 1-Day Private Equity Bootcamp on 29 October, now is the perfect time to secure your spot. This exclusive in-person masterclass will equip you with essential knowledge and skills to thrive in the dynamic world of private equity. 📈 What’s in store for you:  ✔️ Investment categories & risks  Understand different investment categories and the risks associated with them. ✔️ Deal sourcing & due diligence  Develop strategies for effective deal sourcing and thorough due diligence. ✔️ Value creation & client advisory  Learn methods to enhance investment value and gain skills to advise clients on investment strategies and exit options. 🎓 Learn from the Expert: There's no better way to deepen your understanding of private equity than by gaining insights from Steve Balaban, CFA, Chief Investment Officer of Mink Capital. He has led numerous bootcamps and developed award-winning courses at the University of Waterloo, focusing on both private equity and wealth management. As a board member of CFA Society Toronto, he actively contributes to the finance community and has successfully mentored the University of Waterloo team in the CFA Institute Research Challenge. His popular YouTube channel further demystifies private equity, solidifying his prominence in the field. Check out this 3-minute video (https://lnkd.in/gy7iu2Xh) for a sneak peek of what to expect. 👉 Hurry! Register now: https://lnkd.in/gtv3ciS5 

A dynamic weekend of learning at CFA Society Singapore! Just two days ago, we kicked off the first session of our October 2024 intake for the CFA Level I Preparatory Programme, marking the start of an exciting 20-session journey! Our Executive Director, Fook Leong Chan, CFA, set an inspiring tone with his preamble, followed by our dedicated trainer, Dr. Janet Liu, CFA CAIA CFtP, who led an insightful session on ‘Equity Investments’. The energy in the classroom was incredible, with students actively engaged and sharing positive feedback. We greeted them with a set of printed learning materials and a BA II Plus calculator each to enhance their learning experience. Their enthusiasm for both professional and personal growth was evident, and they even formed a WhatsApp group to support one another—what a fantastic start to their peer learning path! At the same time, we hosted revision classes for our July intake, expertly guided by trainer Kahfai Kok, ensuring that all our students continue to thrive. 📚 To learn more about the programmes we offer, visit us at https://lnkd.in/gWUrdPb or explore our CFA Level I Preparatory Programme at https://lnkd.in/gcFMgrtb

Get exam-ready: Join our bundled ESG programme🌱 We’re excited to announce that registration is now open for the November intake of the combined CFA Institute Certificate in ESG Investing and CFA Society Singapore ESG Preparatory Programme — now at a discounted rate! With the increasing demand for ESG expertise in finance, there’s no better time to enhance your skills and stand out in the job market. We’re here to help you invest in your future with our online programme, starting in just one month! This bundled programme not only provides valuable knowledge but also offers flexible funding options through the IBF Standards Training Scheme. Depending on your eligibility, the cost may be comparable to that of the standalone exam, making this an excellent investment in your professional development. What’s in it for you? 🌱 Connect with a diverse cohort and build valuable peer learning and networking opportunities. 🌱 Boost your chances of passing the CFA Institute Certificate in ESG Investing exam. 🌱 Save time with focused study sessions and targeted practice exams. 🌱 Learn from experienced practitioners with real-world insights. 🌱 Enhance your prospects for ESG roles in the finance sector. 🌱 Gain a competitive edge in the evolving ESG market. 🌱 Contribute to solutions for pressing global challenges. Don’t miss your chance — supercharge your learning from the comfort of your home and take the first step towards passing your ESG exam today! 👉 Register here: https://lnkd.in/gWTCZfby

How can investment portfolios be built to align with your values and contribute to a sustainable future, while still growing your personal net worth? This was what Dr. Andrea Baggio, Head of Optimisation at swissQuant , tackled at our lunch and learn talk yesterday. He delved into the latest research on sustainable investment and shared a dynamic two-period model for sustainable portfolio optimization with our members. Thank you to Dr Baggio and Alexandre Alesi for taking the time to speak at our event! Our members greatly benefitted from your expert insights.

Get the inside scoop on ESG Investing: Join our complimentary info session! With the increasing demand for ESG investing, understanding its principles has never been more crucial. To address this need, CFA Society Singapore and CFA Institute have collaboratively developed an exclusive bundle programme that offers significant cost savings while delivering a comprehensive learning experience. This programme is designed to enhance your chances of obtaining the Certificate of ESG Investing on your first attempt. Join us for a 30-minute informative session to learn more about our CFA Institute Certificate in ESG Investing & Preparatory Programme bundle before you decide to sign up! During this session, you’ll gain a clearer picture of: ✔️ The available funding options to support your journey ✔️ The course structure and key topics covered in the programme ✔️ The expert guidance, peer learning, and networking opportunities ✔️ The impact of ESG investing on investment portfolios and firm responsibilities ✔️ How this globally recognised certificate can elevate your career and meet client demands This is also an excellent opportunity to ask questions and dive deeper into how our Preparatory Programme can assist you in passing the exam on your first try. Join us for any one of these sessions: https://lnkd.in/g6nkjwKT 📅 Thursday, 10 October 📅 Tuesday, 15 October 📅 Tuesday, 29 October 📅 Tuesday, 5 November ⏰ Time: 6:30 PM - 7:00 PM

Master ethical decision-making in finance and enhance your professional integrity with our comprehensive workshop – only 2 weeks left to register!   Our Ethics Workshop is taking place virtually on Tuesday, 22 October 2024, 9:00 AM - 3:30 PM.   This 6-hour CPD and PL course is designed for both financial and non-financial professionals eager to enhance their ethical decision-making skills.   Why attend? ✔️ In-depth learning: Explore the CFA Institute's Code of Ethics and Standards of Professional Conduct. ✔️ Real-world insights: Analyse case studies to tackle common ethical dilemmas. ✔️ Regulatory navigation: Understand the compliance landscape in finance. ✔️ Best practices: Learn actionable strategies to maintain client trust and uphold integrity.   Funding available! Eligible participants can access up to 70% funding through IBF-STS.   Spaces are limited, so don’t miss out! Secure your spot today: https://lnkd.in/ghC7GSvP. Let’s foster a culture of integrity in the finance industry, together.

Following the conclusion of the 2024 CFA Society Singapore University Ethics Challenge, the Advocacy committee and University Outreach committee extends their sincerest appreciation to the volunteer charterholders for dedicating their time to judging the challenge. The participants benefitted greatly from their constructive and insightful feedback. Thank you for giving back to the investment management industry and helping to nurture the finance leaders of tomorrow. We hope to receive your continued support in the next challenge! Finals Judges: Dexter Tiah, CFA, FRM; Praveen Jagwani CFA; Nicolas Konialidis, CFA, CVA, ASA-BV; Wei-En Sim, CFA, CAIA Semifinals Judges: Benjamin Tay, CFA; Chloe Ming Cheng CFA; Vineet Vohra, CFA; Johnny Liu, CFA, FRM; Kylie Ang (洪白凌), CFA, CFP; Yeow Hwee Chew, CFA; Dr. Janet Liu, CFA CAIA CFtP; Natasha A.; Thio Boon Kiat, CFA, CAIA; Cindy Pratiwi, CFA; Tommy Chu; Abhishek Rawat, CFA; Olivia Ding; Chen Peng (CP) Tay, CFA; Jia Hu; Steven Ye, CFA; Uthaya Ponnusamy; Rachel Ng, CFA; Duane Tan, CFA; Wai Ying Tang, CFA; Vera Leong Lai Mun, CFA; Richard Wong, CFA

🌍 Webinar insights: "Global politics, the US election, and investment impacts: 2025 and beyond."   This morning, we delved into how global politics shapes investment strategies. It was an eye-opening session that highlighted the intricate connections between geopolitical dynamics and investment decisions in the current market.   A huge thank you to Matthew Gertken, Chief Geopolitical and US Political Strategist at BCA Research, for sharing valuable insights on the importance of investing with geopolitics, not trading on geopolitics. Special thanks to Matthew Chan, Managing Director of CFA Society Hong Kong, for facilitating this engaging session.   For those who missed the session, we’ve got you covered! You can request a copy of the recording here: https://lnkd.in/ggx66ABX This is a fantastic opportunity to explore geopolitics further, find answers to your questions, and enhance your understanding into today’s dynamic investment landscape!   #CFA #Geopolitics #Investing #FutureOfFinance #PoliticalRisk #GlobalEconomy

Over last weekend, 6 brilliant teams from our local universities competed against one another at the 2024 CFA Society Singapore University Ethics Challenge. Congratulations to team Very Ethical from National University of Singapore for emerging as champions! They were, indeed, very ethical. We extend our congratulations to the following teams for their achievements: Champion: Very Ethical (NUS) - Qian Ping Lai - Wan Ni T. - Sameeha Parveen 1st Runner-up: CFA Kings (NUS) - Sasmithaa M. - Mohamed Irfan Farid - Holmes Thomas 2nd Runner-up: Olivine Ethics (NTU) - Vanessa Qian Qi Lim - Loh Juin Xian 卢钧贤 - Kevin Yok CFA Society Singapore would also like to thank faculty and university representatives from Kaplan Singapore, Nanyang Technological University Singapore, National University of Singapore, Singapore Institute of Technology, and Singapore Management University who encouraged their students to participate. Appreciation also goes out to the CFA Society Singapore Youth Ambassadors who encouraged their peers to take part in the challenge. We look forward to continued participation in next year's edition of our University Ethics Challenge. More information on the challenge can be found here: https://lnkd.in/gfVTuZq

📣 Last call for registration!   Calling all professionals interested in expanding your financial knowledge, as well as candidates registered for the February or May 2025 CFA Level I exam who find it challenging to carve out time for self-study. We are here to help!   With just 10 days to go, our CFA Level I Preparatory Programme starts on 12 October 2024 but it's not too late to join!   Designed by industry experts, this structured programme offers: ✔️ 20 classroom sessions ✔️ Mock exams and revision classes ✔️ Expert guidance from charterholders and finance professionals   Don’t miss out – secure your spot by 9 October: https://lnkd.in/gaAu-qRy   Want to know more about our Preparatory Programme before signing up? Join our final Info Session today. 📅 Date: 3 October 🕕 Time: 6:30 PM (Online via Zoom) 🔗 Register: https://lnkd.in/gPTDc67n