(Seminar) Unlocking Yield: Mastering Your Portfolio in a New Rate Era

Join us for Part 2 of our three-part series, “๐”๐ง๐ฅ๐จ๐œ๐ค๐ข๐ง๐  ๐˜๐ข๐ž๐ฅ๐: ๐Œ๐š๐ฌ๐ญ๐ž๐ซ๐ข๐ง๐  ๐˜๐จ๐ฎ๐ซ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐ข๐ง ๐š ๐๐ž๐ฐ ๐‘๐š๐ญ๐ž ๐„๐ซ๐š,” in collaboration with PhillipCapital B2B Team. This seminar will focus on tracking interest rate cuts and exploring investment opportunities to secure yields as T-bill rates are expected to drop in the coming months.



I’ll be sharing various investment options in anticipation of further rate cuts in 2025 and how to build a diversified portfolio comprising different asset classes to optimize risk-adjusted returns. We’re excited to have David Z Wang from Helicap as our guest speaker. I call him Mr. 10 Percent, as his fund has consistently delivered around 10% returns over the past few years. Hear from him firsthand on how he and his team achieve such consistent performance.

Join us at Phillip Securities Pte Ltd (PSPL) at 250 North Bridge Road, #06-00 Raffles City, for an insightful event where you can learn how to navigate your portfolio in this new rate era. Our experts will share valuable insights and strategies to help you unlock maximum yield from your investments. Don’t miss out on this opportunity to master your portfolio! See you there.

๐Ÿ‘‡Register here:
https://lnkd.in/gcYrh7YR

๐Ÿ“… Date: Oct 21, 2024 (Monday)
โฑ๏ธTime:ย 7:00pm to 9:00pm
๐Ÿ“Venue:ย Phillip Securities Pte Ltd (PSPL)
250 North Bridge Road, #06-00 Raffles City

Registration starts at 6:30pm.

๐’๐ฉ๐ž๐š๐ค๐ž๐ซ๐ฌ ๐๐ซ๐จ๐Ÿ๐ข๐ฅ๐ž
Kenny Loh, CFPยฎ AEPPยฎ IBFA MBA is a Wealth Advisory Director specializing in holistic investment planning and estate management. He helps clients grow their investment capital and create passive income for retirement. I also facilitate tax-efficient portfolio transfers to beneficiaries, ensuring tax-free capital appreciation and optimized wealth transfer through strategic asset structuring. Additionally, Kenny is also a SGX Academy trainer specializing in S-REIT investing and he presents his view monthly on MoneyFM89.3.

David Wang is the Co-Founder and Group CEO of Helicap, a leading FinTech private investments firm. With over a decade of experience in finance and technology, David has been instrumental in driving innovation and growth in the alternative investment space. Under his leadership, Helicap has emerged as a pioneering platform that connects investors with robust investment opportunities across various asset classes.

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