Friday, May 24, 2013 - 08:12
|Period of Time||Room A - Guest Speaker Presentation(day1)|
|Morning||[ 10:30 - 11:10 ] |
"2009 the Darkness Before Dawn"
[ 11:30 - 12:10 ]
Speaker: Jun Yan
Jun Yan holds a Master??s degree in Economics. He has eight years of experience in the financial industry. Prior to joining the TD Waterhouse Private Investment Advice， Jun was a Financial Advisor at TD Canada Trust. Jun comes from Wuhan， China. As an investment advisor， Jun combines his educational background and experience from both China and North America to develop a unique way to observe the economy. Jun is a CFA Candidate.
"Uncertain Times: Vancouver Economic & Real Estate Outlook"
[ 9:00 - 9:30 ]
Speaker: Bryan Yu
Bryan Yu is an economist for the BC Real Estate Association (BCREA) where he provides economic and market analysis on topics relating to real estate in the province. Prior to joining BCREA， Bryan worked as an analyst for Canada Mortgage and Housing Corporation in both Calgary and Vancouver. He has also spent time as a researcher in the field of immigration economics at Metropolis BC. Bryan holds a Master’s degree in Economics from Simon Fraser University and a Bachelor’s degree from the University of Manitoba. Bryan is also a director for the Association of Professional Economists of BC.
"Registration Table Opens"
|Midday||[ 12:30 - 13:30 ] |
[ 12:30 - 13:30 ]
|Afternoon||[ 13:30 - 14:10 ] |
"Investment Strategies During Market Turmoil"
[ 14:20 - 15:00 ]
Speaker: Gary Wu
SVP & Branch Manager
As Senior Vice President and Branch Manager at HSBC， Gary Wu brings a wealth of experience and knowledge to investors. In addition to his Bachelor of Arts degree in Economics from the National Taiwan University and a Master of Arts degree in Business Economics from the University of California， Gary is also a recipient of the Fellow of Canadian Securities Institute designation. FCSI is awarded only to those financial services professionals who have extensive training and experience， and whose exemplary work has earned the respect of those within the industry. Prior to joining HSBC， Gary worked for several international banks in including Investment Advisor at RBC Dominion Securities Inc.， Regional Treasurer & Deputy General Manager， Standard Bank (Taipei)， Treasurer， Deutsche Bank(Taipei)， and Senior Foreign Exchange Dealer， ABN Amro (Taipei).
"Overview and Benefits of ETFs"
[ 15:00 - 15:20 ]
Speaker: Grahame Lyons
Grahame Lyons has been instrumental in educating the Canadian market about exchange traded funds (ETFs) and their benefits. Prior to joining Claymore， Grahame was principal of Barclays Global Investors Canada responsible for iShares ETF business development in Western Canada for the investment counsel， discount and advisory channels.
[ 15:20 - 16:00 ]
"Return of the tide"
Speaker: Edward Liu， CFA， MA
Edward Liu， CFA， MA
As Chief Investment Officer， Edward provides principal oversight of the company’s investment processes and global research capabilities. As Chair of Barlow's Investment Committee， he leads the team of portfolio managers responsible for all major investment activities. Edward joined Barlow in January 2007 and has 12 years of financial analysis and investment management experience.