Money Summit & Wealth Expo 2015, a pioneer and market leader in bringing together retail investors, will hold its eighth run on July 17-18, 2015.
Started in 2010, Money Summit is designed for both beginner and intermediate-level investors. With three co-located conferences, both first-time investors and those who have more experience in investing can learn concepts, strategies, and best practices that they can apply in their portfolio. Around 40% of past participants are first-time investors, with another 30% investing for less than three years. Some 20% have been investing between three and ten years, and 10% over 10 years.
Money Summit typically attract a young audience in their 20s and 30s, majority of who are business owners and corporate professionals, with around a quarter earning at least P100,000 a month. Previous surveys have shown that almost half of Money Summit delegates have the objective of attaining financial freedom, with the investment goal of generating passive income (43% of respondents) or growth of capital (36% of respondents). Around 67% describe themselves as aggressive or slightly aggressive.
The event has made an impact among attendees. There’s strong intention to increase investments after Money Summit. From 29% before, now 64% plan to invest over 20% of their income. Around 93% plans to invest within one year from attending Money Summit, with 60% planning to invest within one month.
“Our goal has always been to help grow a Filipino investor class,” says Heinz Bulos, producer of Money Summit & Wealth Expo, and president of Learning Curve, Inc., the market leader in investment education with the most number of investment-related conferences, seminars, and courses in the Philippines.
The event features the Money Summit conference on Day 1, designed for both beginner and intermediate-level investors, and two co-located conferences on Day 2 – Stock Market Investing Summit and Real Estate Investing Summit, aimed at more experience investors.
There is also a simultaneous two-day expo, with 40 exhibitors from the financial services and real estate sectors, aimed to attract 3,000 visitors, who can inquire about investment options, open trading accounts, and seek financial advice.