Creveling & Creveling is a private wealth advisory firm in Bangkok run by Chad and Peggy Creveling, who are both CFA charterholders and certified financial planners. The firm provides financial planning and investment advice to expatriates, with areas of expertise including simplifying finances, taxes for offshore investing, overseas property considerations, healthcare plans, retirement planning, and common investment mistakes made by expats. Bios for Chad and Peggy highlight their military, education, and professional backgrounds working in finance in Asia.
The document is an advertisement for the Indian Institute of Financial Planning that provides courses in wealth management and financial planning. Their mission is to create professionals that will lead the financial services industry in India. Their courses cover topics like investments, risk analysis, retirement planning, and more. Obtaining their CFP certification helps students join an elite group in financial services and get preferred positions with reputable organizations.
AlHuda Centre of Islamic Banking and Economics (CIBE) provides advisory, consultancy, education, training, research and product development services related to Islamic banking and finance. It has organized many international training workshops to build the capacity of Islamic finance professionals. Given Pakistan's potential for growth in Islamic banking and finance, AlHuda CIBE plans to hold a training workshop there on Islamic banking to further develop professionals in the field. The document also notes that while Islamic finance has grown, there remains a lack of skilled human capital, which requires immediate attention.
Asia Frontier Capital - AFC Asia Frontier Fund presentation 2015.07.09Thomas Hugger
The AFC Asia Frontier Fund invests in public equities of Asian frontier countries that are seeing increasing consumption due to favorable demographic trends, rising incomes and high GDP growth. The fund invests in listed equities of companies that have their principal business activities in Bangladesh, Bhutan, Cambodia, Iraq, Laos, Maldives, Mongolia, Myanmar (Burma), Nepal, Pakistan, Papua New Guinea, Sri Lanka and Vietnam. The AFC Asia Frontier Fund is positioned to take advantage of the continuing economic shifts in these countries and offers high returns combined with significant diversification opportunities. This fund is directed by the founder and CEO of Asia Frontier Capital, Thomas Hugger, who has been investing in frontier markets across Asia and Africa for more than 20 years.
Centrum Wealth Xanara Advisors was founded in 1976 and is headquartered in Mumbai, India with 356 employees. It provides equity advisory, fixed income advisory, and other specialized advisory solutions. Xanara offers structured products including currency, equity, commodity, interest rate, and real estate products. The company plans to expand in India and overseas and is in the process of obtaining a license from Mauritius.
Aditya Birla Money Mart is a wholly owned subsidiary of Aditya Birla Nuvo focused on wealth management and distribution. With over 1,000 branches, it caters to corporate, institutional, retail clients, and channels. The company has a network of over 7,800 business
SBI China Capital and SBI E2 Family Advisors provide bespoke advisory, investment banking, wealth management and family office services throughout Asia. The company was founded in 1996 and has experience in private equity transactions, IPOs, and secondary market deals. It offers clients services including fund placement, asset management, family office solutions, and strategic partnerships with GPs and fund managers. The summary provides an overview of the company's history and services.
UMAC 2019 | Introduction of FBA & IIRM to Malaysian Teacher DelegationZack Fong
The document summarizes a meeting between representatives from the Faculty of Business Administration at the University of Macau and a delegation from Malaysian Chinese Independent Schools. It introduces the International Integrated Resort Management program at UMac, including its courses, accreditations, and student and alumni experiences. It also discusses the tourism industry and career opportunities in Macau for Malaysian students.
This document provides guidance on understanding and calculating Zakah. It discusses what Zakah is, who pays it and who receives it. Zakah is a compulsory charitable contribution in Islam. It is payable on certain assets above a minimum threshold called Nisab. Those who must pay Zakah are sane adults who possess wealth above the Nisab level. The recipients include the poor, needy, collectors, potential converts, slaves seeking freedom and debtors.
AlHuda Centre of Islamic Banking and Economics (CIBE) provides advisory, consultancy, education, training, research and product development services related to Islamic banking and finance. It has organized many international training workshops on Islamic banking and finance to build capacity. As Pakistan has potential for growth in Islamic banking, AlHuda CIBE plans to organize a training workshop there for professionals in the field. The document discusses the need to address the lack of skilled human capital in Islamic banking and finance.
The document is an advertisement for the Indian Institute of Financial Planning that provides courses in wealth management and financial planning. Their mission is to create professionals that will lead the financial services industry in India. Their courses cover topics like investments, risk analysis, retirement planning, and more. Obtaining their CFP certification helps students join an elite group in financial services and get preferred positions with reputable organizations.
AlHuda Centre of Islamic Banking and Economics (CIBE) provides advisory, consultancy, education, training, research and product development services related to Islamic banking and finance. It has organized many international training workshops to build the capacity of Islamic finance professionals. Given Pakistan's potential for growth in Islamic banking and finance, AlHuda CIBE plans to hold a training workshop there on Islamic banking to further develop professionals in the field. The document also notes that while Islamic finance has grown, there remains a lack of skilled human capital, which requires immediate attention.
Asia Frontier Capital - AFC Asia Frontier Fund presentation 2015.07.09Thomas Hugger
The AFC Asia Frontier Fund invests in public equities of Asian frontier countries that are seeing increasing consumption due to favorable demographic trends, rising incomes and high GDP growth. The fund invests in listed equities of companies that have their principal business activities in Bangladesh, Bhutan, Cambodia, Iraq, Laos, Maldives, Mongolia, Myanmar (Burma), Nepal, Pakistan, Papua New Guinea, Sri Lanka and Vietnam. The AFC Asia Frontier Fund is positioned to take advantage of the continuing economic shifts in these countries and offers high returns combined with significant diversification opportunities. This fund is directed by the founder and CEO of Asia Frontier Capital, Thomas Hugger, who has been investing in frontier markets across Asia and Africa for more than 20 years.
Centrum Wealth Xanara Advisors was founded in 1976 and is headquartered in Mumbai, India with 356 employees. It provides equity advisory, fixed income advisory, and other specialized advisory solutions. Xanara offers structured products including currency, equity, commodity, interest rate, and real estate products. The company plans to expand in India and overseas and is in the process of obtaining a license from Mauritius.
Aditya Birla Money Mart is a wholly owned subsidiary of Aditya Birla Nuvo focused on wealth management and distribution. With over 1,000 branches, it caters to corporate, institutional, retail clients, and channels. The company has a network of over 7,800 business
SBI China Capital and SBI E2 Family Advisors provide bespoke advisory, investment banking, wealth management and family office services throughout Asia. The company was founded in 1996 and has experience in private equity transactions, IPOs, and secondary market deals. It offers clients services including fund placement, asset management, family office solutions, and strategic partnerships with GPs and fund managers. The summary provides an overview of the company's history and services.
UMAC 2019 | Introduction of FBA & IIRM to Malaysian Teacher DelegationZack Fong
The document summarizes a meeting between representatives from the Faculty of Business Administration at the University of Macau and a delegation from Malaysian Chinese Independent Schools. It introduces the International Integrated Resort Management program at UMac, including its courses, accreditations, and student and alumni experiences. It also discusses the tourism industry and career opportunities in Macau for Malaysian students.
This document provides guidance on understanding and calculating Zakah. It discusses what Zakah is, who pays it and who receives it. Zakah is a compulsory charitable contribution in Islam. It is payable on certain assets above a minimum threshold called Nisab. Those who must pay Zakah are sane adults who possess wealth above the Nisab level. The recipients include the poor, needy, collectors, potential converts, slaves seeking freedom and debtors.
AlHuda Centre of Islamic Banking and Economics (CIBE) provides advisory, consultancy, education, training, research and product development services related to Islamic banking and finance. It has organized many international training workshops on Islamic banking and finance to build capacity. As Pakistan has potential for growth in Islamic banking, AlHuda CIBE plans to organize a training workshop there for professionals in the field. The document discusses the need to address the lack of skilled human capital in Islamic banking and finance.
This document discusses indoor air quality (IAQ) problems in buildings in the United States. It outlines that IAQ problems can lead to sick building syndrome and result in various legal claims. Approximately 30% of new and remodeled buildings worldwide may have IAQ issues. IAQ problems stem from biological contamination like mold or bacteria, or chemical contamination from volatile organic compounds. These contaminants can cause health issues in occupants ranging from minor symptoms to serious diseases. As awareness of IAQ issues has grown, building owners and contractors face increased litigation over health effects and property damage.
Pour Vous Consulting provides integrated human resource services including recruitment, HR outsourcing, consulting, and training. Their mission is to offer best quality HR services and become a reliable partner through valued relationships. They have a dedicated team of skilled professionals with significant recruitment experience across various sectors. Pour Vous prides itself on research and solutions to help clients achieve their goals. They stand out from other HR agencies due to high quality, efficient, and consultative services tailored to clients' needs.
THELiFE Company commenced its business venture in April 2007. In order to meet the individual needs of clients and challenging environment of business market, we maintains a wide range of qualifications. In addition, we continually expanding upon our knowledge and services to assist our clients in multiple distribution centers throughout various locations.
Our professional team consists of graduates (bachelor of degree & diploma) from graphic design & advertising, online & offline web presentation, as well as event planning & management.
With 8 years of experience in advertising and design, as well as 5 years of experience in events & roadshows, THELiFE Event manage to expand its coverage throughout whole Sarawak region including major cities and secondary towns such as Kuching, Serian, Bau, Lundu, Sematan, Betong, Sarikei, Sibu, Kapit, Mukah, Tanjung Manis, Tatau, Bintulu, Miri, Batu Niah, Marudi; and Sabah region including Kota Kinabalu, Sandakan, Lahad Datu and Tawau; and Brunei.
If At First You Don't Succeed... The Mobile Learning Journey At QualcommBarbara Ludwig
The document discusses Qualcomm's journey with mobile learning from 2007-2011. It began by creating a mobile app about negotiation skills. It later expanded to create learning resources for onboarding sales teams and customer service reps. By 2009, its strategy was to leverage low-cost solutions, partner with IT, and create a mobile learning portal. However, by 2011 its strategy shifted to focus on social and productivity tools to meet emerging user needs by connecting people. The top challenges of mobile learning included a scattered approach, lack of mobile content, mistrust of social tools, personal vs company phones, IP security fears, and defining the role of learning versus just information.
Role of employee satisfaction in influencing patient satisfactionGovt of India
This document discusses a study on the relationship between employee satisfaction and patient satisfaction in the outpatient department of a hospital. The study found that employee satisfaction is strongly correlated with patient satisfaction and quality of care. When employees are more satisfied, it leads to better quality of care for patients and improved patient satisfaction. Ensuring employee satisfaction is important for hospitals as it can positively influence patient loyalty and experience, as well as reduce costs from issues like employee turnover. The study concluded that improving employee satisfaction should be a priority for healthcare organizations as it benefits both patients and the organization.
Anxiety disorders are characterized by excessive and persistent fear and worry that interferes with daily life. Common symptoms include feelings of dread, panic attacks, irrational fears, and compulsive behaviors. The main types of anxiety disorders are generalized anxiety disorder, panic disorder, social anxiety disorder, specific phobias, obsessive-compulsive disorder, post-traumatic stress disorder, and separation anxiety disorder. People with anxiety disorders experience distressing physical sensations as well as emotional and behavioral symptoms. Effective treatments include cognitive behavioral therapy and medication.
The document provides information about THELiFE Company, a professional event planning company based in Kuching, Sarawak, Malaysia. It details some of the major events organized by THELiFE between 2007-2008, including the Siburan Carnival, Stella Chung mini concert, Enter K Entertainment opening ceremony, and various roadshows and product launches. Photos are included showing setup, performances, and audiences at the different events. THELiFE offered services in graphic design, web design, event planning and management, sound and lighting rentals.
The New Role of the Training Organization in an Enterprise 2.0 WorldBarbara Ludwig
The document discusses the new role of training organizations in an Enterprise 2.0 world. It outlines how training organizations can support the learning ecosystem by connecting people to people and resources. It provides examples of how Qualcomm uses various social tools like social bookmarking, user generated content, microblogging, and blended learning to implement Training 2.0. The document also offers strategies for pitching these concepts to stakeholders, partnering with IT, and overcoming challenges to increase adoption.
This document summarizes the bottom-up adoption of the enterprise social network Jive at Qualcomm over several years. It describes how initial pilot programs and executive skepticism were overcome as adoption grew organically through employee use. Key lessons learned included focusing on solving employee needs rather than tactics, bootstrapping with engaging content, and recognizing that adoption competes with popular consumer apps and requires continuous support. Monthly active users of Jive at Qualcomm now exceed 15,000.
Laws applicable to medical practice and hospitals in indiaGovt of India
The document discusses laws related to medical practice and hospitals in India. It begins by providing context on India's universal healthcare system and the importance of laws in society. It then discusses the earliest known medical laws from ancient civilizations like the Code of Hammurabi and the Hippocratic Oath. During British colonial rule, laws were established to regulate European physicians practicing in India. The Medical Council of India was established in 1933 as the first statutory body to regulate doctors. Various other laws govern the establishment and operation of hospitals, conduct of medical professionals, drug regulation, patient safety, and more. Hospital administrators must be aware of the many laws applicable to ensuring quality healthcare in India.
The document discusses qualities of effective managers, such as being a good communicator, treating employees with respect, developing people's skills, and creating a culture where mistakes are seen as opportunities to improve. Good managers motivate their team through praise, are approachable, and focus on developing people rather than just completing tasks. They also listen to employees, admit their own mistakes, and create a supportive environment for people to do their best work.
El documento describe las diferentes generaciones de cefalosporinas, sus espectros de actividad, mecanismos de acción, farmacocinética y usos clínicos. Se dividen las cefalosporinas en de primera, segunda, tercera y cuarta generación, con cada generación mostrando mejor actividad contra ciertos microorganismos. Se proporcionan detalles sobre la absorción, distribución, metabolismo y excreción de cada generación. Finalmente, se discuten la posología, farmacopatología y usos clínicos de las
Conférence Social Media Social Club Septembre 2009 présentation Lagardère Int...Alban Martin
Présentation des principales applications iphone du groupe lagardère, ainsi que du volume d'usage: retour d'expérience complet sur le développement des titres et des marques sur le mobile, par Jérome Pérani, Lagardère Interactive
Executive Summary of SÏMEMA - a Houston-based business and government management consulting company, specializing in innovative public-private-partnership initiatives in the emerging markets of Africa and the Caribbean.
We help our clients envision, plan and realize major trade and development projects in education, healthcare, infrastructure, energy, and other areas that are affected by government legislation, regulation or funding.
Christopher Financial Group is an independent financial advisory firm located in Conshohocken, PA. The firm's president, Thomas Christopher, offers financial planning and investment management services. Securities are offered through Raymond James Financial Services. The document provides background on Christopher's qualifications and experience, as well as information about the services offered by the firm to help clients achieve their financial goals.
Graham Catterwell has over 36 years of experience in Thailand managing change and solving problems in a variety of industries. Some of his accomplishments include rationalizing a company's structure from 155 to 72 employees, improving morale and profits; managing a company's recovery by reinstituting financial guidelines; and being the only financial institution in Thailand to avoid losses during the 1997 financial crisis by withdrawing deposits days before the collapse. He has expertise in areas such as change management, crisis management, disaster recovery, construction bidding, banking, brewing strategy, political analysis, and private investigations. Catterwell is seeking new challenges to take on.
The document discusses the career path and requirements for an investment banking career. It recommends obtaining a bachelor's degree, working as a financial analyst for two years, then obtaining an MBA. From there, the typical career path involves becoming an associate vice president after three years, a vice president after six years, a director after ten years, and eventually a department head. Key skills needed include communication, working in teams, strong time management, and organizational skills. The job involves advising clients, analyzing finances, developing strategic plans, and working long hours. Employment prospects are expected to remain strong due to the ongoing need for investment banking expertise.
This document discusses indoor air quality (IAQ) problems in buildings in the United States. It outlines that IAQ problems can lead to sick building syndrome and result in various legal claims. Approximately 30% of new and remodeled buildings worldwide may have IAQ issues. IAQ problems stem from biological contamination like mold or bacteria, or chemical contamination from volatile organic compounds. These contaminants can cause health issues in occupants ranging from minor symptoms to serious diseases. As awareness of IAQ issues has grown, building owners and contractors face increased litigation over health effects and property damage.
Pour Vous Consulting provides integrated human resource services including recruitment, HR outsourcing, consulting, and training. Their mission is to offer best quality HR services and become a reliable partner through valued relationships. They have a dedicated team of skilled professionals with significant recruitment experience across various sectors. Pour Vous prides itself on research and solutions to help clients achieve their goals. They stand out from other HR agencies due to high quality, efficient, and consultative services tailored to clients' needs.
THELiFE Company commenced its business venture in April 2007. In order to meet the individual needs of clients and challenging environment of business market, we maintains a wide range of qualifications. In addition, we continually expanding upon our knowledge and services to assist our clients in multiple distribution centers throughout various locations.
Our professional team consists of graduates (bachelor of degree & diploma) from graphic design & advertising, online & offline web presentation, as well as event planning & management.
With 8 years of experience in advertising and design, as well as 5 years of experience in events & roadshows, THELiFE Event manage to expand its coverage throughout whole Sarawak region including major cities and secondary towns such as Kuching, Serian, Bau, Lundu, Sematan, Betong, Sarikei, Sibu, Kapit, Mukah, Tanjung Manis, Tatau, Bintulu, Miri, Batu Niah, Marudi; and Sabah region including Kota Kinabalu, Sandakan, Lahad Datu and Tawau; and Brunei.
If At First You Don't Succeed... The Mobile Learning Journey At QualcommBarbara Ludwig
The document discusses Qualcomm's journey with mobile learning from 2007-2011. It began by creating a mobile app about negotiation skills. It later expanded to create learning resources for onboarding sales teams and customer service reps. By 2009, its strategy was to leverage low-cost solutions, partner with IT, and create a mobile learning portal. However, by 2011 its strategy shifted to focus on social and productivity tools to meet emerging user needs by connecting people. The top challenges of mobile learning included a scattered approach, lack of mobile content, mistrust of social tools, personal vs company phones, IP security fears, and defining the role of learning versus just information.
Role of employee satisfaction in influencing patient satisfactionGovt of India
This document discusses a study on the relationship between employee satisfaction and patient satisfaction in the outpatient department of a hospital. The study found that employee satisfaction is strongly correlated with patient satisfaction and quality of care. When employees are more satisfied, it leads to better quality of care for patients and improved patient satisfaction. Ensuring employee satisfaction is important for hospitals as it can positively influence patient loyalty and experience, as well as reduce costs from issues like employee turnover. The study concluded that improving employee satisfaction should be a priority for healthcare organizations as it benefits both patients and the organization.
Anxiety disorders are characterized by excessive and persistent fear and worry that interferes with daily life. Common symptoms include feelings of dread, panic attacks, irrational fears, and compulsive behaviors. The main types of anxiety disorders are generalized anxiety disorder, panic disorder, social anxiety disorder, specific phobias, obsessive-compulsive disorder, post-traumatic stress disorder, and separation anxiety disorder. People with anxiety disorders experience distressing physical sensations as well as emotional and behavioral symptoms. Effective treatments include cognitive behavioral therapy and medication.
The document provides information about THELiFE Company, a professional event planning company based in Kuching, Sarawak, Malaysia. It details some of the major events organized by THELiFE between 2007-2008, including the Siburan Carnival, Stella Chung mini concert, Enter K Entertainment opening ceremony, and various roadshows and product launches. Photos are included showing setup, performances, and audiences at the different events. THELiFE offered services in graphic design, web design, event planning and management, sound and lighting rentals.
The New Role of the Training Organization in an Enterprise 2.0 WorldBarbara Ludwig
The document discusses the new role of training organizations in an Enterprise 2.0 world. It outlines how training organizations can support the learning ecosystem by connecting people to people and resources. It provides examples of how Qualcomm uses various social tools like social bookmarking, user generated content, microblogging, and blended learning to implement Training 2.0. The document also offers strategies for pitching these concepts to stakeholders, partnering with IT, and overcoming challenges to increase adoption.
This document summarizes the bottom-up adoption of the enterprise social network Jive at Qualcomm over several years. It describes how initial pilot programs and executive skepticism were overcome as adoption grew organically through employee use. Key lessons learned included focusing on solving employee needs rather than tactics, bootstrapping with engaging content, and recognizing that adoption competes with popular consumer apps and requires continuous support. Monthly active users of Jive at Qualcomm now exceed 15,000.
Laws applicable to medical practice and hospitals in indiaGovt of India
The document discusses laws related to medical practice and hospitals in India. It begins by providing context on India's universal healthcare system and the importance of laws in society. It then discusses the earliest known medical laws from ancient civilizations like the Code of Hammurabi and the Hippocratic Oath. During British colonial rule, laws were established to regulate European physicians practicing in India. The Medical Council of India was established in 1933 as the first statutory body to regulate doctors. Various other laws govern the establishment and operation of hospitals, conduct of medical professionals, drug regulation, patient safety, and more. Hospital administrators must be aware of the many laws applicable to ensuring quality healthcare in India.
The document discusses qualities of effective managers, such as being a good communicator, treating employees with respect, developing people's skills, and creating a culture where mistakes are seen as opportunities to improve. Good managers motivate their team through praise, are approachable, and focus on developing people rather than just completing tasks. They also listen to employees, admit their own mistakes, and create a supportive environment for people to do their best work.
El documento describe las diferentes generaciones de cefalosporinas, sus espectros de actividad, mecanismos de acción, farmacocinética y usos clínicos. Se dividen las cefalosporinas en de primera, segunda, tercera y cuarta generación, con cada generación mostrando mejor actividad contra ciertos microorganismos. Se proporcionan detalles sobre la absorción, distribución, metabolismo y excreción de cada generación. Finalmente, se discuten la posología, farmacopatología y usos clínicos de las
Conférence Social Media Social Club Septembre 2009 présentation Lagardère Int...Alban Martin
Présentation des principales applications iphone du groupe lagardère, ainsi que du volume d'usage: retour d'expérience complet sur le développement des titres et des marques sur le mobile, par Jérome Pérani, Lagardère Interactive
Executive Summary of SÏMEMA - a Houston-based business and government management consulting company, specializing in innovative public-private-partnership initiatives in the emerging markets of Africa and the Caribbean.
We help our clients envision, plan and realize major trade and development projects in education, healthcare, infrastructure, energy, and other areas that are affected by government legislation, regulation or funding.
Christopher Financial Group is an independent financial advisory firm located in Conshohocken, PA. The firm's president, Thomas Christopher, offers financial planning and investment management services. Securities are offered through Raymond James Financial Services. The document provides background on Christopher's qualifications and experience, as well as information about the services offered by the firm to help clients achieve their financial goals.
Graham Catterwell has over 36 years of experience in Thailand managing change and solving problems in a variety of industries. Some of his accomplishments include rationalizing a company's structure from 155 to 72 employees, improving morale and profits; managing a company's recovery by reinstituting financial guidelines; and being the only financial institution in Thailand to avoid losses during the 1997 financial crisis by withdrawing deposits days before the collapse. He has expertise in areas such as change management, crisis management, disaster recovery, construction bidding, banking, brewing strategy, political analysis, and private investigations. Catterwell is seeking new challenges to take on.
The document discusses the career path and requirements for an investment banking career. It recommends obtaining a bachelor's degree, working as a financial analyst for two years, then obtaining an MBA. From there, the typical career path involves becoming an associate vice president after three years, a vice president after six years, a director after ten years, and eventually a department head. Key skills needed include communication, working in teams, strong time management, and organizational skills. The job involves advising clients, analyzing finances, developing strategic plans, and working long hours. Employment prospects are expected to remain strong due to the ongoing need for investment banking expertise.
Greg Chen is a senior consultant at Intelligent Manpower Corporation (IMC) in Taipei, Taiwan. He has over 15 years of experience in financial services and recruitment, having previously worked as a banker, head hunter, and recruiting consultant specializing in financial services. Since joining IMC in 2009, he has helped fill numerous senior level financial positions and now focuses on developing IMC's brand and services for banking and finance management roles across junior to senior levels.
The document discusses how athletes and entertainers can prepare financially for life after their careers end. Peak earnings often occur early in their careers but their careers are typically short, ranging from 3-6 years for athletes. Proper wealth management is important to preserve earnings for the much longer retirement period. Wealth managers can help create a financial plan and investment strategy to ensure lifestyle needs are funded beyond their career and large purchases like education, homes, and philanthropy are covered.
Leaders Of Tomorrow (LOT) is a year long youth empowerment and leadership development program aimed at bringing world-class education and life skills to children from marginalized communities (and otherwise) around the world completely free of charge.
Supported by mentors from Harvard Business School, IITs, senior executives of reputed organizations across the world, authors and more, LOT combines offline training with Virtual Mentoring; building confidence in the youth to take up leadership roles in their communities ultimately making them responsible citizens.
Sean McGrath of Capital Wealth Management recommends a pragmatic and tactical investment strategy for 2014 that focuses on trend analysis of economic indicators and making monthly adjustments based on market conditions. He advises utilizing exchange-traded funds to add diversification and liquidity. McGrath also believes in learning from past successful investment strategies during periods of rising interest rates and market uncertainty.
This document provides an overview of Braver Wealth Management, an SEC registered investment advisory firm founded in 1987. It manages $550 million in assets using quantitative investment strategies focused on downside protection, risk control, and wealth preservation. Key aspects of its investment philosophy include acting to harvest gains while avoiding major declines, and utilizing cash as a true investment during periods of market weakness.
Rhino Search Group is a financial services recruiting firm known for its valuable client relationships with the most trusted financial brands. Contact our financial advisor recruiters if you are looking to make a move, or buy/sell a book of business. Visit the site: http://www.rhinosearchgroup.com/
Rhino Search Group
8970 E Raintree Drive
Suite #300
Scottsdale AZ 85260
480-361-9415
pk@rhinosearchgroup.com
The Most Influential Leaders in Wealth Management, 2023.pdfInsightsSuccess4
This edition features a handful of Influential Leaders in Wealth Management across several sectors that are at the forefront of leading us into a digital future.
Government Industry Partners - GovCon Wealth - GROW: Building a Sellable GovC...JSchaus & Associates
JSchaus & Associate's Government Industry Partners (GIP) Webinar Series
PUT ON A WEBINAR WITH US!
Share your company content to a live audience of US Federal Government Contractors.
We will promote your webinars through our network, newsletter, social media, and digital marketing efforts reaching 23,000+ subscribers.
Webinars are live and can be published on our YOUTUBE channel.
CONTACT US at hello@jenniferschaus.com and ask for our MEDIA KIT.
Tickets available from http://yedf2016.peatix.com
Theme:
Entrepreneurship: Winning in today’s business environment
Date : 25th June 2016 (Saturday)
Time : 8.30am – 5.30pm
Venue : Tan Kok Ping Hall,
Penang Chinese Chamber of Commerce Building,
No.3, Light Street, 10200 Penang
Attire : Smart Casual
Language: English & Mandarin
OBJECTIVES:
To provide a platform for business leaders, chamber members, entrepreneurs and future entrepreneurs to share and learn about the real life experiences, ideas, knowledge and case studies of entrepreneurs who have excel in their respective field.
To encourage entrepreneurship spirit among Penang’s young generation and future leaders who will be leading the economic growth of our state and country.
To provide networking opportunities for business leaders, entrepreneurs and youths who are interested in entrepreneurship.
This forum is open to all members of the Penang Chinese Chamber of Commerce and the public including students of higher institutions of learning.
SPEAKERS & TOPICS:
Speaker 1: Mr. Clifford Voon (CEO of Bizcode Group)
Topic: The First Step Towards Globalization
Speaker 2: Dr. Supi Yeoh (Honorary Advisor of SAMENTA – Small & Medium Enterprises Association)
Topic: Innovations in the digital world: Opportunities and Challenges for small and medium enterprises (SMEs)
Speaker 3: Dr. Wong Jeh Shyan (Chairman of MOC Capital Berhad)
Topic: Debunking the Myth of Capital Mechanism
Speaker 4: Mr. Leon Lee (Group CEO and Founder of ZEON Properties Group)
Topic: YES, You Too Can Be Young & Successful
Speaker 5: Ms. Ng Sun Jian (Professional Image Consultant)
Topic: Winning the New Normal
Speaker 6: Ms. Tan Yean Ping (Managing Director of Vivahill Group)
Topic: Business Transformation & Succession Planning
Shabir Hussain from Chennai, India spent over 27 hours completing several online courses on ALISON, scoring highly on the quizzes for each one. The courses covered topics such as currency exchange, personal finance, virtual currencies like Bitcoin, investment and taxation, career planning, financial funds, negotiation skills, workstation ergonomics, study skills, job search skills, health and nutrition, and risk and reward in finance.
Expert Webcast Roundtable: Liquidity and Transition Strategies for Business O...AnnaSpektor
MAJOR TOPICS:
Understanding motivations and desires of business owners
Corporate preparedness: business, management and financials
Understanding the value of the business and key value drivers
Wealth management planning
Shareholder tax and estate planning
Liquidity strategies, process and timeline
Getting the maximum value at exit
In this article we will be discussing the significance of financial planning, how every individual must – must make effective use of money, and why/how the professional may consider this as another unique area of service to use their expertise for
Global Consulting Executive Search recently completed a study about the motivations of consultants,
former consultants and prospective consultants. We were interested in what makes highly-educated
business people join the field, remain in it, leave it and sometimes, return to the profession.
Our findings confirmed a number of motivations considered common knowledge in the field, as well as
some trends that we did not expect. Expected results include:
1. Variety of work is the most significant attractor to consultants.
2. Travel is the most significant downside of the profession.
3. Pressure to sell stands alongside travel as the most significant negative among consultants and
former consultants.
China Development Industrial Bank has been investing in Taiwan's major tech companies since 1959 and established CDIB & Partners in 1998 to focus on investing in Pacific Rim economies. CDIB & Partners has over $500 million in assets under management, making it one of the top 5 independent professional investment companies in Taiwan. It has a large, long-term capital base and unique access to relationships and resources across Asia Pacific due to its strong industry connections. The management team, including the Chairman and President, have extensive experience in finance, investment banking, and management. CDIB & Partners aims to connect the present to the future through its investments and partnerships.
Similar to Creveling & Creveling Media Kit (20)
1. Media Kit
Creveling & Creveling
Private Wealth Advisory
Phone: +66 2 661-2716 | Fax: +66 2 661-2724
Email: peggy@crevelingandcreveling.com Chad Creveling, CFA Peggy Creveling, CFA
Website: www.crevelingandcreveling.com
3 Sukhumvit Soi 30, Khlong Toey, Bangkok 10110 | Tel: +66 2 661-2716 | crevelingandcreveling.com
2. Areas of Expertise
As globally recognized experts on financial planning―and as long-time expats ourselves―we, Chad and Peggy
Creveling, have the experience to provide targeted and thoughtful insight on issues that matter to the expat
community. If you’re looking for an informed, balanced source for a story relating to expat financial concerns, you
are welcome to contact us. We’ll be happy to talk with you and answer your questions. If we can’t provide the
information you need, we’ll refer you to one of our contacts in the financial planning and investment community who
we think can help you.
We are particularly well positioned to comment on current financial planning topics, including the following:
Simplifying Financial Affairs
Living or pursuing a career overseas can be exciting and filled with adventure, but it can also add several layers of
complexity to a person’s financial affairs. We can highlight things expats can do to simplify the management of their
finances, save time, and remove some of the stress so that they can focus on the more enjoyable aspects of expat
life.
Taxes Americans Need to Know About Before Investing Offshore
Investing in offshore markets can quickly turn into a tax nightmare for a U.S. citizen abroad. We can discuss what
expats can do to avoid subjecting themselves to the IRS’s punitive Passive Foreign Investment Company (PFIC)
rules.
Things to Consider Before Buying Overseas Property
Many expats wonder when (or if) they should purchase property while living overseas. While owning overseas
property can be rewarding, it can also have a major impact on an expat’s finances. We can explain some of the
issues expats should consider before buying real estate in a foreign country.
Choosing an Expat Healthcare Plan
Expats may think the private health insurance they’ve purchased will protect them if they get sick overseas. But
these plans may contain loopholes and exclusions that cause problems if an expat must make a claim. We can
provide insight on things expats can do to to cover the cost of health care if they fall seriously ill while living abroad.
Becoming a Household CFO
Whether they’re experienced “old hands” or relatively new to living overseas, managing household finances can be
complex for expat couples. We can explain how having one spouse serve as a “household CFO” makes it easier to
manage the family’s financial affairs.
Top Five Investment Mistakes Expats Make
Long-term investing success rests on avoiding the big mistakes and following a properly designed investment plan
over time and through all market conditions. Unfortunately, many expat investors make investment mistakes that
inhibit their investing success. We can highlight the biggest investment mistakes expats make and explain how to
avoid them.
Retirement Plan Options for U.S. Expats
Americans working overseas as contractors, sole proprietors, or small business owners may think that there are few
U.S. tax-advantaged choices available to help them save for retirement. However, there may be several alternatives
from which to choose. We can discuss some of the retirement planning options available to expats and offer tips on
how to choose the best plan.
3 Sukhumvit Soi 30, Khlong Toey, Bangkok 10110 | Tel: +66 2 661-2716 | crevelingandcreveling.com
3. In the News
Creveling & Creveling has been featured in the following:
TAB Magazine— The Brief Magazine
Journal of the American Chamber of Commerce in Thailand British Chamber of Commerce, Thailand
OffshoreRed
Expat Women
The Wall Street Journal
The American Women’s Club of Thailand Newsletter
Acclimate Magazine
Mintlife
Morningstar
Acclimate Magazine
3 Sukhumvit Soi 30, Khlong Toey, Bangkok 10110 | Tel: +66 2 661-2716 | crevelingandcreveling.com
4. Chad Creveling, CFA
Chad is the Managing Director of Creveling & Creveling Private Wealth Advisory. In
this role, he provides comprehensive financial planning and investment advice to
expatriates and their families throughout Thailand and the Southeast Asia region.
An experienced finance professional and long-time expatriate, Chad has a unique
understanding of the financial issues and challenges faced by expatriates. He combines
this insight with an exceptionally high level of dedication, a clear communication style,
and a genuine desire to help his clients attain their financial and life goals.
Chad began his career in finance in 1993 as an equity analyst and later as head of
research serving institutional clients at such firms as W.I. Carr (Far East) and Asset
Plus Securities. He was a member of the top-ranked analyst team in Thailand from
1994–1996 and a ranked analyst in various AsiaMoney and Institutional Investor polls.
Managing Director
chad@crevelingandcreveling.com Chad now helps his private clients make sound financial decisions and acts as a
Tel: +66 2 661-2716 staunch advocate for them in an increasingly complex and predatory financial service
3 Sukhumvit Soi 30 industry.
Khlong Toey, Bangkok 10110 Prior to entering the finance profession, Chad served as an Infantry Officer with the
www.crevelingandcreveling.com
U.S. Army. He was a Distinguished Graduate from the United States Military Academy
at West Point where he studied Russian and Engineering and received a Bachelor of Science degree in 1986. After three
years of graduate-level finance work, he was also awarded the Chartered Financial Analyst (CFA) designation in 1996.
In addition, Chad has been certified by the Certified Financial Planner Board of Standards, Inc. to advise on U.S.-related
financial planning matters.
Chad came to Thailand in 1993 on an internship after completing the first year of Stanford Business School’s MBA program.
After taking a one-year leave of absence from the program to gain international experience, Chad and his wife decided to
make the move to Thailand permanent and pursue a career in Asia.
Chad is a former Airborne Ranger, a member of MENSA, and an avid traveler. In his free time, he enjoys skiing, various
fitness sports and dancing salsa with his wife.
Education
• Distinguished Graduate, United States Military Academy, West Point – 1986
• Stanford Graduate School of Business (1 year) – 1992-1993
Certifications and Designations
• Chartered Financial Analyst (CFA) – 1996
• Certified by the Certified Financial Planner (CFP®) Board of Standards, Inc., to advise on U.S. financial planning matters
Memberships and Affiliations
• Member, CFA Institute and Founding Member, CFA Society of Thailand
• Member, Financial Planning Association (FPA) International
• Associate Member, NAPFA
• Member, American Chamber of Commerce, Thailand (AMCHAM)
3 Sukhumvit Soi 30, Khlong Toey, Bangkok 10110 | Tel: +66 2 661-2716 | crevelingandcreveling.com
5. Peggy Creveling, CFA
Peggy is Executive Director of Creveling & Creveling Private Wealth Advisory. In this
role, she provides integrated financial planning and investment advisory services to
expatriates and their families throughout Thailand and the Southeast Asia region. As
an experienced finance professional and long-time expatriate, Peggy possesses a
unique understanding of the financial issues and challenges faced by expatriates.
Patient, clear-headed, and articulate, she welcomes her clients’ questions and seeks
to work in partnership with them to make the most of their financial resources.
Peggy began her career in finance in 1994 as an equity analyst and later as head of
research serving institutional clients and fund managers at multinational firms such
as Citigroup, Salomon Smith Barney, and Paribas Asia Equity. Her financial analysis
Executive Director skills helped her earn rated analyst rankings in the annual AsiaMoney and Institutional
peggy@crevelingandcreveling.com Investor surveys and were instrumental in helping the Citigroup Thailand team earn
Tel: +66 2 661-2716 recognition from AQ Research as having the best equity research in terms of accuracy
3 Sukhumvit Soi 30 of recommendations. She now uses those skills to advise her private clients in how
Khlong Toey, Bangkok 10110
they can make the most of their global financial resources.
www.crevelingandcreveling.com
Prior to entering the finance profession, Peggy served as a Military Intelligence Officer
with the U.S. Army. She graduated Phi Kappa Phi from the United States Military
Academy at West Point where she studied Economics (Mathematical) and Engineering, receiving a Bachelor of Science
degree in 1988. She joined her husband in Thailand in 1993 in pursuing an overseas career and life. After three years of
graduate-level finance work, she was awarded the Chartered Financial Analyst (CFA) designation in 1996. In addition,
Peggy has been certified by the Certified Financial Planner Board of Standards, Inc. to advise on U.S.-related financial
planning matters.
Peggy currently serves as a co-chairman of the American Chamber of Commerce in Thailand’s Business and Economics
Committee. She enjoys skiing, motorcycling, and salsa dancing. She is also a recovering long distance runner.
Education
• Phi Kappa Phi Graduate, United States Military Academy, West Point – 1988
Certifications and Designations
• Chartered Financial Analyst (CFA) – 1996
• Certified by the Certified Financial Planner (CFP®) Board of Standards, Inc., to advise on U.S. financial planning matters
Memberships and Affiliations
• Member, CFA Institute and Founding Member, CFA Society of Thailand
• Member, Financial Planning Association (FPA) International
• Member, American Chamber of Commerce, Thailand (AMCHAM)
3 Sukhumvit Soi 30, Khlong Toey, Bangkok 10110 | Tel: +66 2 661-2716 | crevelingandcreveling.com