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PHILIPPINE FINANCIAL SUMMIT

ATTENDEE PRIMER: CEBU
 UNIVERSITY OF THE PHILIPPINES
JUNIOR FINANCE ASSOCIATION
4/F Cesar E. A. Virata School of Business
University of the Philippines Diliman
Quezon City 1101

CONTACT US PHILIPPINE FINANCIAL SUMMIT (PFS) 2018

WHAT TO EXPECT
INVESTMENT MONTH
upjfa.im.exrel@gmail.com Thank you for applying to be an attendee of the Philippine Financial
Summit. This 2018, UPJFA is celebrating its 50th year as an
EXTERNAL RELATIONS organization, and we are delighted to have you celebrate with us
DIRECTOR through the PFS.
Nathan Oranga
0917 535 4377 The PFS focuses on gathering and training students and young
professionals from different organizations and institutions in the
INVESTMENT MONTH
CHAIRPERSON Philippines. Last 2017, we took our event a step further by organizing
Ian Rafael De Luna two independent summits in Visayas and in Mindanao. This year, we
0995 539 5393 will push farther by organizing another independent summit in
Baguio, widening the reach and impact of our advocacy throughout
KNOW MORE the whole Philippines.

OFFICIAL FACEBOOK PAGE Each summit will feature breakout sessions on more specialized
fb.com/ UPJFAInvstMonth topics for the delegates to choose from on top of the keynote
speakers for each event. Through talks and seminars by top
FOLLOW US ON TWITTER professionals, industry leaders, government officials and other
@up_jfa notable personalities, this year’s program aims to further financial
literacy among the youth and inspire delegates to take the initiative to
actively engage issues related to nation building.

More details on the four (4) summits under PFS are given in the
following pages of this primer. We will be constantly updating you as
we near each summit. Kindly follow the next steps to secure your
slot and complete your registration.

Should you have any concerns or inquiries, feel free to email us at

upjfa.im.exrel@gmail.com.

Thank you and we look forward to collaborating with you as we build

the nation through finance.
 HOW TO PROCEED
STEP 1: Pay the entrance fee of P300 (Regional summit price)

i. BDO DEPOSIT
Deposit the amount at any BDO branch convenient for you.
BDO Account No. 003570206925
Name: UP Junior Finance Association

ii. PALAWAN EXPRESS

Send your payment through any outlet.
Name: Justin Carlo P. Gregorio
Mobile Number: 0917 860 0205

*For members of our partner organizations or schools, please consult with your
organization first for payment procedures and the ticket discounts.

STEP 2: Send us your proof of payment

Take a photo of the deposit slip (or any equivalent proof of payment) and fill up
the submission form at https://tinyurl.com/PFSPaymentConfirmation.

IMPORTANT DATES: Deadlines for application and payment

• Davao – February 22, 11:59 PM
• Cebu – March 1, 11:59 PM
• Baguio – March 8, 11:59 pm
• Manila – TBA

STEP 3: Wait for an email with your e-ticket and acknowledgment of

your payment.

After filling up the form, we will be finalizing your registration and then send
final reminders for the summit so always check your e-mails!
 PHILIPPINE FINANCIAL
SUMMIT 2018

PFS 2018: DAVAO

When: February 24, 2018

Where: SMX Convention
Center Davao
P300 Entrance fee

PFS MINDANAO 2017:

SMX Convention Center Davao
PFS 2018: CEBU

When: March 3, 2018

Where: Sky Hall SM
Seaside Cebu
P300 Entrance fee

PFS 2018: BAGUIO

When: March 10, 2018

PFS VISAYAS 2017:
Where: Saint Louis University, USC Talamban MR Center
Maryheights Campus
(Bakakeng)
P300 Entrance fee

PFS 2018: MANILA

When: April 21, 2018

Where: TBA

PFS LUZON 2017:

SM Aura Samsung Hall
PFS 2018: CEBU CHAPTER
Date: March 3, 2018
Venue: Sky Hall, SMX Seaside Cebu
Regular Price (undiscounted): P300 per attendee

PROGRAM FLOW
Time Activity
8:00 - 9:00 Registration

9:00 - 9:30 Opening Remarks

9:30 AM - 10:15 AM Mastering the Basics of Stock Trading

10:15 AM - 10:30 AM Q&A

10:30 AM - 11:15 AM Regional Economy: Potential of Visayas

11:15 AM - 11:30 AM Q&A

11:30 AM - 12:15 AM Philippine Economy: Build, Build, Build

12:15 AM - 12:30 PM Q& A

12:30 PM - 1:30 PM Lunch

1:30 PM – 1:45 PM Breakout Session Disperal

Track 1: Banking Track 2: Investments

The Philippine
1:45 PM - 2:30 PM Entrepreneurship
Banking Industry

2:30 PM – 2:45 PM Q&A

Investing for a
2:45 PM - 3:30 PM Digitization Trends
Brighter Future

3:30 PM – 3:45 PM Q&A

3:45 PM – 4:00 PM Convene back to Assembly Hall

4:00 PM - 4:30 PM Closing Remarks

 TOPICS AND SPEAKERS

Mastering the Basics Conie de Castro

of Stock Trading Cebu Investor Center Head

COL Financial

Potential of the Gordon Alan P. Joseph

Visayas Chairman
Metro Cebu Development and Coordinating Board

Build, Build, Build Efren Carreon

Chairman
Metro Cebu Development and Coordinating Board

The Philippine Frederick Tiu

First Vice President and Senior Wealth Advisor
Banking Industry
BDO Private Bank

Digitization Trends Eugene Acevedo

Chairman
in Banking
CitySavings Bank

Vincent Rapisura
Entrepreneurship
President
Social Enterprise Development Partnerships, Inc.

Investing for a Michael Gustilo

Brighter Future Regional Sales Manager

Sun Life of Canada Philippines, Inc.