Pay less US tax

Pay Less US Tax: AmCham Seminar on Qualified Accounts on Sep 12

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On September 12th at noon in Hong Kong, I am pleased to be presenting an in person seminar at the American Chamber of Commerce in Bank of America tower on how to pay less US tax through the use of qualified accounts (including IRA, 401k, 529, and HSA accounts, all of which can be accessed […]

Asian Currency Strategy Webinar

Asian Currency Strategy Webinar on Sep 4th

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On September 4th at 5pm Hong Kong time, I will be presenting another free webinar with Singapore Exchange on Asian Currencies and strategies for hedging and profiting from carry and momentum. Register to attend or receive a recording here: https://register.gotowebinar.com/register/4183149562585237507?source=gfm

Kristal Webinar March 14th Income investing low rate

March 14 Webinar: High Income Investing in a Low Rate World with Kristal.ai

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Join us on March 14th at 6:30pm China time (6:30am EDT for the US, 10:30am London time) as I present a webinar with Kristal.ai on high income investing in a low rate world. I’ll provide an outlook on the macro interest rate picture with implications for high yield bonds, preferred stocks, and dividend investing, with […]

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

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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 […]

Blockchain Breakfast in Discovery Bay, September 6th

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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

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

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

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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 […]

Tariq Dennison teaches 1-day repo workshop to professional bond traders in Manila, Philippines on October 24th, 2017

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On October 24th, 2017, GFM’s Tariq Dennison presented an intensive 1-day repo workshop to over 60 professional bond traders in Manila, Philippines, with the goal of developing an active and liquid repo market for local Philippine peso bonds. “Repo” is short for “sale and repurchase agreement”, and is the main way banks and funds finance […]