for your organization on stock market investing

Suggested LECTURES,

SEMINARS, OR TUTORIALS

on Stock Market Investing

For Professional Associations,

Chambers of Commerce, Business

Groups.

Propose a Date for 2012

Ladies & Gentlemen,

I wish to offer your “group”, an easy-to-understand introduction to investing in stocks & bonds …. a class for beginners, to be sponsored by First Metro Securities

If you could gather an audience together in a Venue,

I could deliver a lecture, at no cost to you, on:

a. basic introduction to stock markets. “What are shares of stock?” (For people with no background in finance.).

b. “how to build your first portfolio: What are the Good Stocks to Buy.”

c. “Advantages of investing in stocks thru MUTUAL FUNDS”

Just gather an audience, secure the venue. I will deliver the seminar, whether for half-day or whole day, daytime or evenings, weekday or weekend.

Topics & Coverage

• How to cope with inflation, which erodes the purchasing power of your money

• What is Cash, What is a Bond, a T-Bill…a Stock

• Benefits of investing in high-yield instruments

• Pros and Cons of the stock market

• How to build your first portfolio of stocks.

• Stocks which pay 6% a year in cash dividends

• How to buy stocks from a broker, by phone or by internet

• How to find data, forecasts, recommendations to support your investment decisions.

100

Purchasing Power

96

92

100

Cost of Living

104

108 Cost of Item, Today

Your Money, Today

Next Year

Year After

Year After

Next Year

Introduction:

Salary Goes up via

promotion?

Savings: Money for Survival

Portfolio Investments: put idle money to work

Business Your

Earnings

Earning

more

each year?

Your Assets 1%

15%

How to manage your:

Allocation of Portfolio

Portfolio of Assets:

Allocation Stock funds

Bond funds

Cash in the bank

For Retirement

Need in Five Years

Needed this Year, for Transactions

Young

professional.

AGGRESSIVE:

All Stocks

Retired.

Conservative:

All Bonds Next

Gen

Business

Income or

Salary

Age 25 40 65 80

When you have

Savings….

Your Income

Savings

Spend

AGE 25 AGE 65 AGE 90

What will

sustain you, in

your old age…

Because of SAVINGS, there are investments in the

Money Markets and in the Capital Markets.

Investing in Equities

What are shares of

stock

WHY we BUY them

What is the benefit

How to beat inflation:

Phone

Investor Broker

“Walk – In”

Internet

Methods for buying or selling shares of stock

INTERNET: many

ORDERS per second.

How have stocks performed over the last ten years…

2003 2005 2007 2009 2011 2013 2016

6

45 ?

? 45 / 6 = 7.5x

Aboitiz Equity Ventures Electricity in Cebu

& Davao, Union

Bank, etc

How to Build a Portfolio

Grad

e 1 Grad

e 2

Year

1 Year

2

How to Build a Portfolio

Year

3 Year

4

Houses,

Towers

Fortress & Castle

in full color

Joint “AND / OR” account

The parent can

provide the funds.

The child can operate

the account.

For close friends, or a

married couple, or

a barkada:

Connect to your Metrobank

savings account

“Parent & Child”

account

“AND / OR”

account

Use your Econ 101

PLDT, or

Meralco AEV: Vis Min Energy

Telecom

Food Jollibee Pancake House

1

Globe Tel

Add more sectors

Airline or Logistics Co.

BPI Metro Banks

Transpo

Housing DMCI ALI RLC

SEC

B

2

3 Well-managed

companies

Best Board of

Directors

Best competitive

advantage

“Best in

Class”

Expert

MBA’s &

Engineers

Stocks

Inflation, 4%

High returns, %

Safe (good credit) RISKY

(Can go Negative!)

Bonds

Cash

Money & RISK

10 MILLION

10 MILLION

PLDT =

stock code

“TEL”

STOCK

“SYMBOL”

…used to be

one

character

per stock.

How do you buy a stock

2,800

280,000

The lecture could run for one

hour, or two hours, or three

hours, depending on the time

available, of the audience.

AGILLES@FIRSTMETROSEC.COM.PH

Alexander Gilles

• Lecturer on “MARKET EDUCATION” for

First Metro Securities (stockbroker)

• Financial analyst. Educator.

To introduce:

agilles@firstmetrosec.com.ph

Studies

• Master in Applied

Business Economics,

University of Asia &

the Pacific

• Bachelor of Arts,

University of the

Philippines, with

honors.

Globally-recognized designation

Belongs to the first batch, in

Manila, who passed the

“Chartered Financial

Analyst” exams in 1997

He wrote research reports

• He worked seven years as a

stockmarket analyst (HSBC Securities)

• He was an Economist for BPI Asset

Management & Trust company for two

years.

(Emphasis of analyst work is forecasting:

estimating ‘return on investment,’ from

buying a stock today.)

In 2004, he

published a book,

together with Prof.

Reuben Mondejar,

of the

City University of

Hong Kong,

Business School.

He is a prof. of finance

• He taught “finance for entrepreneurs” at UA&P, from year 2000 to 2006.

• He taught “Financial Analysis & Portfolio Management” at De La Salle University, Graduate School of Business, 1999-2007.

• He was recently appointed to the Faculty of the Asian Institute of Management.

Every week, he orients the

beginner clients of First Metro

Securities, on:

• how to save money for long-term

• How to invest in the stockmarket

agilles@firstmetrosec.com.ph

To promote financial literacy

• He conducts seminars at private companies,

sponsored by First Metro, to promote a

culture of Savings & Investment.

• He teaches college students how to invest

ten million pesos, over six months, in the

annual “Stock X Challenge” contest, where

the winner gets P100K prize money from

First Metro.

agilles@firstmetrosec.com.ph

More events:

To arrange a half-day seminar, or a

weekend “tutorial” on cash, bonds, &

stocks, please contact me at

agilles@firstmetrosec.com.ph

First Metro Securities, (02) 8590600.

Recent events

• October – November 2011: Stock X Challenge

seminars at Baguio, Cebu, Davao.

• Speech to Chamber of Commerce of Davao,

Dec 2011 & CdO May 2012

• Lectures at Ateneo de Davao, March 2012, and

Xavier Univ CdO May 2012

• Speeches at Rotary Clubs in Davao, March

2012

• Tutorial classes at homeowners’ associations.