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How to Identify Fundamentally Resilient Stocks and Manage an Equity Fund

A 5-hour online webinar Time : 9:00am – 4:00pm Venue: Online webinar

Description

Wonder what are the criteria used to identify equity stocks that are more resilient?
Want to learn the basics of stock investing?
Have a keen interest to learn how to manage a portfolio of stocks?
The speaker has been working in the investment industry for more than 12 years would be sharing her experience in the basics of both fundamental and technical analysis. She would also be sharing her experience both from the buy side (former fund manager in an asset management firm & insurance) and sell side (former equity analyst in the research department) to give a better understanding of equity portfolio management.

What you’ll learn

Describe the basics of fundamental analysis and technical analysis
Identify the sectors to overweight in equity portfolio management
Apply the fundamental analysis criteria for the selection of stocks
Recognize technical analysis for a better timing of entry and exit to provide a better upside opportunity with lower downside risks
Discuss on portfolio management for better capital preservation
Relate fundamental and technical analysis to Malaysian stocks for case studies

Who this is for

The course is designed for beginners who would like to know how to identify fundamentally resilient stocks and manage an equity fund

Meet your instructor

Mei Ching Lim

Lim Mei Ching has been in the investment banking industry for more than 12 years and is currently a Finance Director of Merico Sdn Bhd, a company involved in the manufacturing of margarine.

Formerly an investment manager with GibraltarBSN Life Berhad, she was responsible for the entire in-house equity fund of GibraltarBSN. Prior to that, she was a fund manager with Pheim Asset Management managing a mixture of unit trusts and institutional funds. During her stint in Pheim, she was one of the designated fund managers who has contributed to the Edge Lipper Fund Award 2015 for Mixed Asset MYR Balanced Fund (3 years & 5 years) and the Edge Lipper Fund Award 2015 for Mixed Asset MYR Balanced-Malaysia Islamic Fund (3 years & 5 years).

Before managing funds, she was attached to the Malaysian Rating Corporation Berhad (MARC) as a rating analyst. As a rating analyst, she was responsible for the credit analysis of fixed income securities for investors to make a more informed decision. During her stint in OSK/OSK-UOB, she was rotated to asset management, research, corporate finance and debt capital markets. As a senior management associate, she has been responsible for the fundamental research of Malaysian stocks and has been given the opportunity to gain perspective from both from the buy side and sell side of equity investing. During her rotation in corporate finance and debt capital markets, she has also gained a better understanding on the process of due diligence, submission and reporting on corporate deals in both equity and fixed income securities market in Malaysia.

She holds a Master of Financial Management (Merit) from the Australian National University with a Grade Point Average (GPA) of above distinction. She also holds a Bachelor of Business and Commerce from Monash University Malaysia specialising in accounting. She has previously passed Module 9 (Funds Management Regulation) and Module 10 (Asset and Funds Management) under Securities Commission. In addition, she has passed the Pasaran Kewangan Malaysia Certificate (PKMC) in 2017. She is currently an active member of Toastmasters International at Kolej Damansara Utama and has completed the Advanced Communication Bronze (ACB) project in toastmasters to further refine her speaking skills.