ICAAA and AAXS invite you to a joint fellowship: A Conversation with Bambi

Postponed due to ONDOY

ICAAA and AAXS invite you to a joint fellowship entitled:

A Conversation with Bambi: Putting Back Value in Investing on September 26, 2009 at the ICA MPH1, from 2-6pm.

Free for all alumni, fee of 100 for non-alumni and guests. Hope to see you!

For registration, you may contact:

ICAAA-Jingle/Joy: 7212687

AAXS – Imee/Sally: 727-3329 or 726-4855

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Putting Back Value in Investing

CFA Philippines 2009 President, Xavier Alumnus and value investor Vandermir Say, CFA will join us in a candid discussion about the basics of investing and the determination of intrinsic value. His employment in giant banks (UBS AG, Citigroup) led him to a soul-searching journey that resulted in finding his preferred investment style. A student of the Warren Buffet - Charles Munger philosophy, he advocates the "Value Investment Style" and warns against investing in securities or funds that few in the world really understand. Currently, he runs Wimax Phils. Inc. and a private investment consultancy that manages wealth for individuals.

So, where should we invest? Is there a perfect time to invest? What are the questions we should ask bankers? And what are the red flags to watch out for when presented with investment offers?

In a casual Q&A, we shall explore investment ideas, understand the different financial crises, and avoid investment traps. Ask questions you've been afraid to ask your bankers and investment speakers.Control your financial health!

Questions for Bambi:

Basic Investing

History of Value Investing

FAQ's:
1. What are some helpful tips for investing in stocks?
2. What are the different financial investments?

The Meat of Investing

The 2 kinds of errors

Is there a good investment and a bad investment
1. Are life/medical/educational plans good investments?
2. Are properties good investments?
3. How does one get into equity investment? How much should
we start with? What about wealth investment?
4. What goals should we set for investing? What should be
our timeline?

Investment Traps and Pitfalls
1. What are the first questions we should ask bankers or
investment sellers?
2. How do we avoid situations like PET Plans, the Madoff
scandal, and other hedge fund scandals?

Warren Buffet and Charles Munger
1. What do they have to say about investing?
2. How do we put their ideas/principles into practice?