Anvil Business Club, known for fostering entrepreneurial excellence among Filipino-Chinese entrepreneurs, held an investment strategies forum at Marco Polo Ortigas on June 18, 2024.
Edward Lee, chairman and founder of COL Financial Group, was the guest speaker during the event. The forum offered its members insights into financial and investment strategies in the Philippine financial industry.
Anvil president Christopher Yae underscored the importance of stock trading and financial literacy for young entrepreneurs.
“Understanding market dynamics and developing disciplined investment habits are crucial for wealth creation and strategic business positioning,” he said.
Lee, with over 50 years of investing experience, shared his “Investor’s Journey,” a framework designed to help individuals navigate the complexities of the stock market.
“Financial literacy is not just about managing money; it’s about empowering yourself to create a better future,” he said.
Lee provided a detailed analysis of investment strategies and emphasized the importance of both passive and active investing as well as the power of compounding.
He also discussed the benefits of dividend investing and reinvesting dividends to benefit from compounding returns. His points were illustrated with real-life examples and data to make complex financial concepts more understandable for the audience.
He also encouraged attendees to invest in solid businesses that generate consistent returns.
When asked about his recommendation to new investors, he said, “Start with small, manageable investments. Focus on learning and understanding the market. Over time, as your knowledge grows, you can increase your investments and diversify your portfolio.”
The forum also emphasized Anvil Business Club’s dedication in helping entrepreneurs and creating a thriving environment for growth and innovation in the Filipino-Chinese business community.
