20 February 2020 Investment and QDAP seminar

Jan 5, 2018

We are pleased to have invited experts from EBSHK Private to host a seminar on Global Market Outlook for 2020 and investment opportunities.  The seminar will cover topics including:

-       Global Market Outlook 2020;

-       How investors make money from different investment tools; and

-       Introduction of Qualifying Deferred Annuity Policy (QDAP) and its attractiveness.

Event details: 

Speakers: Stephen Tam, Insurance Specialist of EBSHK Private

                Frankie Wan, Investment Strategist of EBSHK Private

                Stephen Wong, Vice President of EBSHK Private

Date:         20 Feb 2020 (Thurs) 

Time:         6:45 pm - 8:40 pm

Venue:         19/F, Lee Garden Five, 18 Hysan Avenue, Causeway Bay, Hong Kong

Language: Cantonese 

CPD:         1.5 hours 

Fee:         HK$100 for AWAHK members; HK$150 for Non-Members


6:45pm            Registration starts

7:00pm            MC kicks off event

7:10pm            Global Market Outlook 2020 – Mr. Frankie Wan

7:40pm            How investors make money from different investment tools? – Mr. Stephen Wong

8:00pm            Introduction of QDAP and its attractiveness – Mr. Stephen Tam

8:20pm            Q&A

8:30pm            Lucky Draw

8:40pm            End of event

Frankie Wan is currently the Investment Strategist of EBSHK Private, a sub-brand of Everbright Sun Hung Kai.  He has been working in different financial institutions as financial analyst and investment strategist for over nine years.  Frankie experienced important events such as the European debt crisis, United States federal government credit rating downgrade and China financial crisis.  He graduated from the Department of Mathematics in Peking University, and obtained a Master of Finance from City University of Hong Kong.

Stephen Tam has been working in different insurance companies as front-line sales and sales management for more than 10 years.  Stephen is specialized in personal wealth management and high-net-worth client wealth succession planning.  He graduated from the Department of Engineering in University of Canterbury, New Zealand and obtained a Second bachelor’s degree in Chinese Law from Tsinghua University, China.

Stephen Wong graduated from the Department of Accountancy in Hong Kong Polytechnic University.  He is a qualified accountant and has been managing investment portfolio of high net worth clients for more than 13 years.

Please e-register immediately and send in your cheque(s) payable to “AWAHK” (with the names of participant marked at the back of the cheque) to our office at 8/F, Chinachem Tower, 34-37 Connaught Road Central, Hong Kong.