Come Learn With Seedly: Kopi Meets Investing
If you haven’t already known, we have an upcoming Seedly event this July and we would love you to be a part of this!
You have played a YUUGE (huge) part of our Community and we would like to extend a helping hand by gathering experts in the respective investment field to share some knowledge, for us to learn together as a community.
We will not be able to record/ Facebook Live this Seedly event. We hope that you will also take this opportunity to come down to this Seedly event and learn together with us (and have kopi with us too).
We understand that there are a lot of similar events that ends with a sales pitch, but we promise there will be no selling during this Seedly event.
Okay, know that you know why, let’s cut to the chase, let’s talk about the rest of the 4 Ws and 1 H. Oh, wait! Read till the end to get free tickets!
What? Seedly Exclusive Meetup: Kopi Meets Investing
You know how everyone likes to talk about the importance of investing but know little about how to start? So here we are, a one-day meetup to get you started and help strengthen your investment knowledge!
When? And where?
Okay, if you haven’t already read the cover image, ready your calendar, here are the deets:
Date: 7 July 2018, Saturday
Time: 10am to 5pm
Location: 451 Joo Chiat Road, MOX
Who Should You Expect?
- Kenneth Lou, Co-founder of Seedly
- Ming Feng, Content wizard at Seedly
- Ow Tai Zhi, CEO of AutoWealth
- Alvin Chow, CEO of Dr Wealth
- Vikas Jain, Senior Director of Funding Societies
- Chua I-Min, CFA, Lead Instructor with A.B. Maximus & Co. Pte. Ltd
Ow Tai Zhi
CEO of AutoWealth
Tai Zhi started AutoWealth after spending more than 10 years in the investment field working for Singapore’s sovereign wealth fund, hedge fund, and family fund. He advises investment strategies, constructs and allocates portfolios.
Tai Zhi is appointed to the SAFRA Investment Committee, advising the investing of more than S$100 million of assets
Tai Zhi was also one of the speakers for the Investing for Youths seminar that held by SGX. So if you were one of the attendees for that, you should be familiar with him!
CEO of Dr Wealth
Co-founder & CEO of Dr Wealth and creator of a scientifically-backed stock investing strategy that I built a high 6-figure investment portfolio with thousands of successful students. A deep value investor who developed the CNAV investing strategy. Quant at heart. Believe the financial industry can treat their customers better. He reaches out to investors via the Factor-Based Investing Introductory Course.
Chua I-Min, CFA
Lead Instructor for Investor Education with A.B. Maximus & Co. Pte. Ltd
He conducts regular classes for SGX Academy on fundamental analysis, stock valuation, REITs and property stocks investments. His flagship program titled “Create a Secondary Income Stream through Long Term Share Investing” has been well received by retail investors. A book with the same title has been written to reach out to a wider audience.
I-Min graduated with a Bachelor’s Degree in Business Administration with Honours (2nd Upper), majoring in Finance. He continued his education by earning the CFA charter, a well sought after professional designation in the global investment industry. Even as a student, I-Min has been applying concepts from textbooks in the real-world shares market. He has since honed his investment skills with more than 15 years of share investing experiences.
Professionally, I-Min has more than 11 years of working experience mainly in the investment industry. He was the Chief Operating Officer for A.B. Maximus before his current role. Previously as a real estate investment professional in CapitaLand and subsequently PhillipCapital, he had collectively done investment deals amounting to S$250 million. Prior to that, he was based in China, participating in a successful IPO exercise of a Chinese company listed on the Singapore Exchange.
Senior Director of Marketing & CX at Funding Societies
He works closely with key clients, strategic partners as well as industry influencers focusing primarily on Marketing, Partnerships and Customer Experience. Prior to Funding Societies, Vikas has worked with ING, Citi and HDFC Bank managing large consumer and SME loan product portfolios. He also had a stint with Singtel developing mobile-based financial products for the underbanked segment.
He has a graduate degree in Commerce (Honours) and is also an MBA in Finance. Vikas has participated in multiple industries and school engagement events as a speaker or panelist, including Singapore Business Review’s 20 Hottest Startups Panel Briefing, Innovfest Unbound, Financial Inclusion Summit Asia, FinTech Accelerator Event by SuperCharger and Finovate Asia (Hong Kong) in recent months. He has also been featured and quoted by TVB (Hong Kong), Business Times and Digital News Asia amongst many others.
Do bookmark this page as this is subjected to changes!
|Kopi Meets Investing:
We serve you your first cuppa investment
|Date & Time||7 July 2018, Sat
10am to 5pm
|10.10 am||Introduction + Personal Finance 101||Kenneth Lou
|10.40 am||COFFEE BREAK|
|11 am||ETFs! Steady lah!||Tai Zhi
CEO, Auto Wealth
|1 pm||Investment Money! Put where ah?||Yeap Ming Feng
Content Wizard, Seedly
|1.30 pm||How to Value-invest like a BOSS!||Alvin Chow
Co-founder, Dr Wealth
|2.30 pm||TEA BREAK|
|2.45 pm||Dividend Investing||Chua I-Min, CFA|
|4 pm||P2P Lending, the New Cool in Town||Vikas Jain
Senior Director, Funding Societies
Now for the juicy part,
How can we get a FREE ticket?
By getting 10 or more upvotes on Seedly. What do we mean?
- Each review / answer that you leave on Seedly gives you 1 upvote.
- 10 upvotes mean a total of 10 reviews and answers
- (or if someone gives you a ‘thumbs up’ for your review/answer that they felt was beneficial to them)
After which, let us know by commenting on this post a screenshot (as above) in this post and viola~ we will be in contact with you to send you the tickets!
If you do have any questions, please feel free leave a comment below or reach out to our team on Seedly!
What should you bring?
- An open mind
- Notebook, feel free to take notes
- And yourself!
I have something relevant, can I share?
- Yes, please do, we are here to learn from each other!
- Our only term is if it’s relevant to “right tools and mindset to make smarter financial decisions”
- We encourage more ground-up efforts and unbiased sharing.
We would like to give our deepest gratitude to MOX for sponsoring the venue.
Have a burning question but not sure who to ask? We have an open community for you to hear from different perspectives as well. Check out our blog for more unbiased opinions on while you are on your personal finance journey.
Leave a comment and tell us what you would like to hear more from Seedly!
We want to find out how women would prefer to deepen their personal finance knowledge, share with us what you think!