Call Customer Service Hotline +852 5646 8411/+86 147 1433 8411 for Reservation Now!!!
Top 7 Topics:
(I) Tech Opportunities in Cybernetic Revolution
(II) Systemic Risks of QE Bubble
(III) USA Immigration
(IV) Hong Kong Immigration
(V) Wealth Protection
(VI) Wealth Distribution
–Ph. D., Statistics, U.C. Berkeley [2002]
–BA, Physics, Mathematics, NCU, TW [1990]
–Nonlinear dynamic system, Complexity science, Artificial intelligence
–Model selection for dynamic systems, decision-making theory, financial market modeling, risk management.
–Guest researcher, Social Intelligence System Lab., Waseda University, JP [2010-]
–Chair, Humanova Knowledge Technology, Ltd. [2009-]
–Adjunct Assistant Professor, Institute of Mathematical Modeling and Scientific Computing National Chiao Tung University [2008-]
–Adjunct Assistant Professor, Graduate Institute of Finance, National Chiao Tung University [2008]
–Chair, Morgenstern Knowledge Technology Application Platform & Services Ltd. [2008-]
–CEO, G5 Capital Management, Ltd. [2006-]
–Adjunct Assistant Professor, Department of Finance, Feng Chia University [2005]
–Adjunct Assistant Professor, Department of Applied Mathematics, National Chiao Tung University [2004-2005]
Guest speaker: Rita ChanlThe Chinese University of Hong Kong, BBA
lCertified Financial Planner (2002) (CFP)
lFellow, Chartered Financial Practitioner (FChFP)
lFellow, Life Underwriter Training Council (LUTCF)
lFellow, Life Insurance Management Institute (FLMI)
lAssociate, Insurance Agency Administration (AIAA)
lAssociate, Customer Services (ACS)
lDirector, HNW Business- Fortunaire Financial Planning Ltd.
lJoined insurance & wealth management sector since 1996, attained numerous individual & team sales awards
lExperience in providing insurance-based wealth managementsolutions to private bankers’ High Net Worth clients
lLUTCF Moderator
lFCHFP Lecturer, Part time lecturer for Vocational Training Council since 2003
lWrote articles for Sing Tao & Ming Pao, Guest speaker for Metro Broadcast &RTHK
lGuest Host for Asia Television on financial planning topics
lAttained Bronze award- Best Financial Education Program from IFPHK
Hong Kong：
Nov.26, 9:30-18:00，Nov. 27, 9:30-13:00
Add:701,7/F, Tower 2, Silvercord, 30 Canton Road, TST, Kowloon
Beijing：
Nov.28, 9:30-18:00，Nov. 29, 9:30-13:00
Add：北京市朝阳区东三环中路5号财富金融中心26层
Jilin：
Nov. 30, 9:30-18:00，Dec. 1, 9:30-13:00
Add: To be determined later
Shenzhen：
Dec. 2, 9:30-18:00，Dec 3, 9:30-13:00
Add：深圳市深南中路1019号深圳万德诺富特酒店2楼
Call Customer Service Hotline +852 5646 8411/+86 147 1433 8411 for Reservation Now!!!
“Disclaimer: Investors should note that ACWM Group do not conduct or provide any financial services which are classified as regulated activities supervised by the Securities and Futures Commission.”