Investing Lessons at the 2018 “The Future is Female” Conference in Hong Kong, Sep 14th

Posted Leave a commentPosted in Education, Events, Investing

If you’re in Hong Kong this Friday, September 14th, I hope to see you at “The Future is Female” conference at Campfire in Taikoo from 9am to 7pm.  This time, I’ll be speaking about investing in stocks and real estate, and some of the most important questions women should ask when choosing where to save […]

Shanghai

Sep 26 Webinar on China’s Markets: Too Big to Ignore

Posted Leave a commentPosted in Events

Free webinar on investing in China and trading SGX-listed China futures contracts on Wednesday, September 26th at 4:30pm Hong Kong time, register online here: https://register.gotowebinar.com/register/3594864654808493059?source=gfm Greater China is the world’s 2nd largest stock market by size, and is too big to ignore by foreign investors. That said, more non-Chinese funds allocate to China as part of […]

Blockchain Breakfast in Discovery Bay, September 6th

Posted Leave a commentPosted in Events

I am pleased to be speaking at the Discovery Bay Entrepreneurs’ Networking Breakfast on September 6th with a 101 presentation on blockchain and cryptocurrencies.  Details and registration here. Image credit: Maxpixel

ESG Panel on the Bloomberg Gender Equality Index

Posted Leave a commentPosted in Events

Today at Bloomberg, we discussed the “S” in ESG with a focus on investing in listed companies that empower women, with Fion Li, the HKEX’s Angelina Kwan, and HKU Professor Stacilee Ford

Honored to meet @HKEXGroup CEO Charles Li on Connect Hall (former HKEX trading floor) last night, where he called NYSE floor activity “fake”…

Posted Leave a commentPosted in Events

… saying all real trading happens on computers now anyways. Thank you to my old CIBC colleague Elisa for the great photo!

Currency futures webinar: Tariq presents with SGX and Interactive Brokers

Posted Leave a commentPosted in Events, News

Today we completed another successful webinar with SGX and Interactive Brokers explaining how everyday investors can use currency futures contracts to access and hedge FX risk at institutional prices in the US$5 trillion/day currency market. Feel free to contact me for a copy of the spreadsheet, or information on how to sign up for our […]

Saving for College and Retirement: Starting with these primary school language books

Jan 17 Presentation at the AWA: “Saving for College and Retirement”

Posted Leave a commentPosted in Education, Events

I’ll be presenting to American Women’s Association in Hong Kong on January 17th, 2018 at 10am about saving for college and retirement, and look forward to hearing some good questions on finding and funding universities, 529 plans, IRAs, and 401(k) rollovers, as well as more personal questions.  Details are also on page 24 of the […]

US Trusts and Estate Planning Seminar

US Trusts and Estate Planning Seminar Dec 13th 6:30pm in Central, Hong Kong

Posted Leave a commentPosted in Education, Events

California-based attorney and asset protection expert Vivian Yuan is back in Hong Kong as a visiting speaker on Wednesday, December 13th at 6:30pm for our US trusts and estate planning seminar. Alaska, Wyoming, and South Dakota trusts are among those can be used by both American and non-Americans to better control investment and business assets […]

GFM’s Tariq Dennison presents SGX-sponsored webinar on Japan futures trading with Interactive Brokers

Posted Leave a commentPosted in Events

Register for our free webinar presented by GFM’s Tariq Dennison and sponsored by Singapore Exchange on strategies for trading SGX-listed Japan futures on Interactive Brokers.  The webinar will be held at November 15th, 2017 at 4:30pm Hong Kong time (8:30am GMT / UTC, 3:30am New York time, 12:30am California time).  If you can’t make it […]

China International Bond Investor Forum 2017 Notes

Posted Leave a commentPosted in Events

I attended the China International Bond Investor Forum on October 26th, 2017 in Tsuen Wan, Hong Kong, and despite its remote location, was suprised it was so lightly attended (maybe 50 total, with over half the seats empty) given the size and importance of the Chinese bond market.  The main takeaways include: The China bond […]