SGX Train-the-trainer Program Series 3

Dear Students,

The much anticipated third series of the SGX “Train-the-trainer” Program will commence in late September. Interested students could enroll for the event. A selection interview will take place from 7 to 14 September. Meanwhile, please refer to the following for details:

Portfolio Management Techniques – Building an Effective Multi-Asset Portfolio

Session 1 – Investment Policy Statement and Risk Management

Date and Time

Date: 22 September (Friday)

Time: 6-8pm

Session Outline

Investment Policy Statement (IPS) – Theory and Practice

·         Discuss major components of an IPS

·         Applying an IPS for corporates

·         Applying an IPS for high net worth individuals

·         The role of asset allocation in relation to IPS

Risk Management

·         Can we be ignorant of risk?

·         Managing portfolio risk

          Market risk

          Credit risk

          Liquidity risk

          Non-financial risks

·         How do we monitor risk?

          Tracking error



          Stress testing & scenario analysis

·         The 3 ‘P’s in risk management

·         Challenges of today’s Chief Risk Officers

Speakers’ Profile

Tolmas Wong, CFA

Mr Wong is currently a Director (Sales), Private Clients Services with CIMB Securities & an adjunct lecturer at the Singapore Management University. He has over 20 years of experience in fund management and stock broking, and has held various positions at United Overseas Bank, Citicorp Vickers and Schroder Securities.

Mr. Wong has graduated with a Bachelor of Business Administration at the National University of Singapore and Master of Applied Finance at the Macquarie University, Australia. He is a CFA charter holder, and is formerly a Board Member of CFA Singapore and the Asian Securities Analysts Federation. He is also the recipient of CFA Institute’s inaugural ‘Volunteer of the Year’ award for the Asia Pacific region in 2012.


Session 2 – Portfolio Management Techniques – Portfolio Construction for Volatile Markets

Date and Time

Date: 28 September (Thursday)

Time: 6-8pm

Session Outline

1.       What is Asset Allocation?

2.       How much to allocate to Stocks?

3.       What is your allocation to Stocks?

4.       Why Start with Asset Allocation?

5.       3 simple strategies:

a.      Yield

b.      Long term capital gains

c.      Trading

6.       Considering Retail Bonds

7.       Which strategy to use?

8.       A possible portfolio for uncertain times

Speaker’s Profile

Sam Phoen

Mr Phoen is a financial markets practitioner with over 20 years of experience. His working career has included 16 years in GIC, where he was deputy head of the Foreign Exchange Department. He also had successful stints in a large Singapore-based hedge fund, followed by over six years in Shanghai managing the China Global Markets business for an Australian bank. Sam is a Chartered Financial Analyst (CFA), and was formerly a board director of CFA Singapore.


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