Wealth & Asset Management

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1 Wealth & Asset Management Jun 2015 (Fri-Sat) Hong Kong

2 Wealth & Asset Management by HKUST Business School Executive Education Office Established in 1991, the HKUST Business School is recognized as one of the youngest and most respected Business Schools in Asia. Our programs are consistently ranked among the very best in the world by international media and our faculty is considered to be among the most qualified. The HKUST Business School is committed to providing the best quality executive education in the world which focuses on creating a unique learning experience for our participants. We invite world-class faculty and international experts to teach on our executive programs. Participants will gain the cutting-edge insights and latest knowledge to keep them ahead in the dynamic business environment. Program Overview Individuals everywhere are in the position of wanting to create wealth from the savings that they have built up over time and are confronted with many choices as to where to invest; whether to use a mutual fund and if so which. WEALTH AND ASSET MANAGEMENT is designed for those who are unable to allocate much time and effort to making investment decisions. The goal of the program is to design a permanent portfolio that satisfies individual goals and requires no further effort. This program is not about theory; it is about practice. All the tools and techniques presented during the program have been applied in real-life investing situations and are based on sound concepts. Also unlike most other programs, this program is unique in offering an unbiased clear perspective without any hidden agendas. Program Objectives The main objective of the program is to provide participants with the tools and techniques to enable them to design a portfolio suitable for their individual investment objectives. To achieve this participants are systematically introduced to: i) various asset classes: stocks, bonds, money and derivatives ii) investment strategies using these assets and instruments iii) vehicles for investment: mutual funds and direct investment iv) evaluating mutual funds This is not a get rich quick program but a financial education program designed to enable participants to design portfolios to create wealth over the long term. Program Benefits Participants will learn: Why asset allocation is important What are the different liquid asset classes To clearly define investment objectives How to use different assets to achieve those objectives How to design a portfolio for long term wealth creation and wealth management What is a mutual fund and how to evaluate mutual funds Upon completion participants will receive a certificate of participation issued by HKUST Business School. Who Should Attend It is intended for those with little to no background in managing and creating wealth using liquid assets. If you have some savings and wish to manage and create wealth by investing in liquid assets but do not know how, then you should take this program. 1

The HKUST Business School is committed to providing the best quality executive education in the world which focuses on creating a unique learning experience for our participants.

3 World Class Faculty Professor Milind Rao PhD, Columbia University Professor of Business Practice, Department of Economics HKUST Business School Professor Rao taught at the Graduate School of Business at Columbia University and was a Visiting Associate Professor at the Stern School of Business at New York University. He was also a Fellow at the Levy Economics Institute. Professor Rao has extensive teaching experience in EMBA and MBA programs. He won various teaching awards including Professor of the year, Kellogg-HKUST Executive MBA in 2006, 2008, 2010 and He has extensive research experience on topics ranging from international macroeconomics, international finance to international trade. His current research interests include the international flows of capital and labor; hedge fund strategies, management and assessment; and design of optimal investment strategies and portfolios. Professor Rao has published numerous articles in leading international journals in the fields of economic theory, macroeconomics, international trade and international finance. He is a contributor to The Wall Street Journal, The Economic Times and Challenge among others. Professor Rao has been invited to offer consulting services to the premier US investment banks. Program Content Asset Allocation Systematically building a portfolio for individual investment needs Investment strategies for different time horizons Using Investment Vehicles What are mutual funds? How to evaluate funds? When to use funds? How to use funds in designing a portfolio? Open Programs 2014 Participant Profile Male 61% Female 39% Work Experience Average 17yrs Doctoral or Master degree 54% Bachelor degree 35% Professional qualification & others 11% Position: C Level Executives (CEO, CFO, COO), President, Executive Director, Managing Director, General Manager, Vice President, Director, Regional Head, Department Head, Manager, Professionals, etc. What Our Participants Say Outstanding! I have taken many investment short courses throughout the years. This course by far is the best. I only wish that I had taken this course earlier during my investment journey. Lawrence T. Wong, Former CEO, The Hong Kong Jockey Club Attending this short investment program will affect your entire financial planning for your life. I wish I learned about these twenty years ago, as I would in a better financial situation now. I will pass this knowledge to next generation for sure. Matthew Man, Director, Schmidt Electronics Group Ltd 2

Professor Rao has extensive teaching experience in EMBA and MBA programs. He won various teaching awards including Professor of the year, Kellogg-HKUST Executive MBA in 2006, 2008, 2010 and 2012.

4 Wealth & Asset Management by HKUST Business School Executive Education Office Fees Program Fee * Special rate for HKUST Alumni # or Early bird (by 8 May 2015) Corporate rate/group participation (3 or more concurrent registrations) HK$13,800 HK$11,800 HK$10,800 * The fee includes tuition, all teaching materials, refreshment and lunch # including participants of our open programs, EDM, EMBA, MBA, MTM, etc. Program Schedule June 2015 (Fri-Sat) 9:30am 1:00pm Morning Session 1:00pm 2:00pm Lunch 2:00pm 5:30pm Afternoon Session Daily schedule is subject to change Venue HKUST Business School Executive Education Suite 3/F, Lee Shau Kee Business Building The Hong Kong University of Science & Technology Contact & Registration Registration deadline: 29 May 2015 To register, please complete the registration form attached or online registration form and send the completed form with program fee by cheque payable to The Hong Kong University of Science and Technology to: Mr. Garrie Pang, Program Officer HKUST Business School Executive Education Office Room 3011, Lee Shau Kee Business Building The Hong Kong University of Science and Technology Tel: (852) (Mr. Jonathan Lo) (852) (Mr. Garrie Pang) Fax: (852) ExecEd@ust.hk Website: Program details will be sent to you by 2 weeks prior to the program commencement date. If you do not receive it accordingly, please contact us. Program fee is due upon acceptance of application. Places are available on a first come, first served basis HKUST Business School reserves the right to make any amendments to the program without prior notice Cancellation and Refund Policy A 50% refund of program fee available for cancellation received in writing at least 4 weeks prior to the program commencement date. 3

5 HKUST Business School Executive Education Program Registration Form (Photocopy of this form is accepted) Please post or fax the completed registration form to our office: Mr. Garrie Pang, Program Officer Room 3011, Executive Education Office HKUST Business School Lee Shau Kee Business Building The Hong Kong University of Science and Technology Fax: (852) Please affix your business card here Program Name & Date: PARTICIPANT INFORMATION Last Name (Mr/Mrs/Ms/Miss/Dr*): Given Name: Name to be printed on the certificate: Position: Company: Nature of Business: Job Responsibilities: Correspondence Address (office/home*): Telephone: (office) (mobile) Fax: Highest Degree Obtained: Work Experience (Number of years): If you are HKUST Business School student & alumni, please fill in the following Program currently studying or graduated: Year of graduation: Student ID: All information submitted will be kept confidential. Personal data will be used for the purpose of market research, program development and electronic direct mailing only. Signature: Date: * Please delete where inappropriate

affix your business card here Program Name & Date: PARTICIPANT INFORMATION Last Name (Mr/Mrs/Ms/Miss/Dr*): Given Name: Name to be printed on the certificate: Position: Company: Nature of Business:

Leading change 5-6. Hong Kong. Lead change effectively for desirable outcome. Oct 2015 (Mon-Tue)

Leading change 5-6. Hong Kong. Lead change effectively for desirable outcome. Oct 2015 (Mon-Tue) Leading change Lead change effectively for desirable outcome 5-6 Oct 2015 (Mon-Tue) Hong Kong Leading Change by HKUST Business School Executive Education Office Established in 1991, the HKUST Business