Short Stops - #11: Once a Trader, Always a Trader

Published: April 4, 2018, 12:58 p.m.

Hosted by Edmund Lee, President & CEO of the Caylum Trading Institute, Short Stops is your weekly stock market update featuring the top trading news, tips and stock picks in Metro Manila and around the world. "Once you've learned how to invest in the market, you don't really leave." - Mark Pe Many of our students are young market professionals who are looking at portfolio management as a possible career. To help them understand expectations versus reality of this side of the business, two legendary veteran traders, Mark Pe and Packy Santos, share their experiences of transitioning from intraday traders into the role of an independent financial advisor. Here are some of the topics we cover in this fun, eye-opening episode: 1. A look back at how trading has evolved in the past twenty years and how structure has helped improved the local industry. 2. How should you manage your personal account versus that of your client? 3. The biggest concerns when it comes to portfolio management - how to allocate client funds and risk management. 4. How do you face clients in an difficult trading environment such as the one we're experiencing today? 5. Understanding the incredible responsibility that comes with managing other people's money. Get your next trading insight and find your baggers right here on Short Stops. Powered by the Caylum Trading Institute. www.cayluminstitute.com -- Record Date: APRIL 4, 2018 Introduction Music: (credits to)Vodovoz Music Productions on YouTube