Welcome to episode 24! I have a special guest today! My guest is April Lee Tan, First Vice president, Corporate Strategy and Chief Investor Relations officer of the Philippines’ largest stock brokerage firm, COL Financial. She is well known as the host of the TV show “Insights with April Lee Tan” for the ANC channel where she interviews relevant people about the stock market and business. Ms. April also writes a weekly column named “Intelligent Investing” for the Philippine Daily Inquirer. Aside from those, Ms. April is a Chartered Financial Analyst or CFA and has served as the president of the CFA Philippines and under her term CFA Philippines won the “Global CFA Institute Research Challenge” thrice, besting more than 1,000 teams from 98 countries around the world. However, we will not be talking most about stocks in our conversation but instead more on her journey into the finance industry and why she thinks that we need more women in the finance industry especially on fund managers. We also talked a lot about the financial literacy of Filipinos and how she manages her own money and personal finance.Timestamps of the episode:-What April Lee Tan do in the Philippine finance industry. [03:10]-April Tan shares how she started her investing journey. [04:58]-Why the low interest rate environment in the late 90's prompted April to go into equities. [06:34]-The experience of being a Chartered Financial Analyst (CFA) in times of financial crisis of '97 and dot com bubble of '01 [09:50]-Why April Tan thinks there should be more women in the finance industry especially on fund managers. [10:53]-The current trend of women in the finance industry as April observes. [12:59]-April talks about the drive behind her passion in the finance industry especially on spreading financial literacy among Filipinos. [16:32]-Biggest misconceptions of people about working in COL Financial or in the whole finance industry in the Philippines. [20:52]- April shares her thoughts on the high management fees of mutual funds in the Philippines. [23:55]-How April deals with investment failures and how she overcomes them. [27:27]-April Tan's worst investment bias. [32:28]-How April is dealing with her anchoring bias. [33:02]-The problem in investing where past performance does not guarantee if you're really good or not. April shares her thoughts on this. [35:53]-How April Tan handles her personal finance and invests her own money. [37:39]-April gives a tip on setting aside money for your children. [38:57]-What April wants her retirement fund would look like. [40:26]-She talks about her allocation between stocks and real estate. [42:15]-An important financial advocacy Filipinos lack and not only Pinoys are guilty of this according to April. [43:42]-Passions and hobbies that April are pursuing outside of the finance industry. [47:19]-April shares her beauty skin care tips on staying young. lol [49:46]-Personal finance tips for my fellow millennial seafarers from April. [51:05]-What excites and worries April Tan about the future. [56:49]Her weekly column on the Philippine Daily Inquirer, "Intelligent Investing"-https://bit.ly/3PvQQboHer TV show with the ANC Channel available in Youtube- https://bit.ly/3zZK7RmApril Tan's twitter account- https://bit.ly/3waTT1FReach out to me through my Facebook page- https://fb.me/theseafarerinvestorpodand through my email- [email protected]

Ver todos los episodios