Asia Pacific Association for Fiduciary Studies

Asia Pacific Association for Fiduciary Studies

APAFS is a non-profit educational & charitable association founded for & by, representatives from in

Operating as usual

11/09/2023

Last week to avail of the early bird rates for the Fiduciary Events Week!

This events week with a series of comprehensive trainings will be on November 27 - December 1, culminating with the 21st Pacific Region Investment Conference (PRIConference), to take place in New World Hotel, Makati, Philippines.

For more details, visit our conference website.

https://apafs.org/default.asp?secID=106

Photos from Asia Pacific Association for Fiduciary Studies's post 09/12/2022

Fund managers and Asia Pacific Association for Fiduciary Studies (APAFS) partners joined the 3-day Golf Outing in celebration of APAFS' 20th Anniversary at Laguna, Philippines on November 14 and 16, 2022, and Intramuros, Philippines on November 15, 2022.

Photos from Asia Pacific Association for Fiduciary Studies's post 07/12/2022

APAFS celebrates 2 decades of partnerships and network growth through a cocktails reception held at New World Makati City. During this event, delegates were able to get a glimpse of the Filipino culture through various cultural and local performances by Sindaw Phil, Jake Gacang, and Electrofire LED Dancers.

Photos from Asia Pacific Association for Fiduciary Studies's post 05/12/2022

The 20th Pacific Region Investment Conference was keynoted by the President of The Ocean Foundation, Mr. Mark J. Spalding. In his session titled "Keep the Future Ocean-Climate Nexus in Mind for Policymaking and Blue Economy Investing", Mr. Spalding talks on how investors can be part of the global solution of climate change while protecting assets as fiduciaries and generating alpha in diversified portfolios.

Photos from Asia Pacific Association for Fiduciary Studies's post 03/12/2022

APAFS has recently hosted 3ethos the Global Fiduciary Strategist Training® during its Fiduciary Events Week in Manila, Philippines last November 15-16, 2022.

The GFS® is offered through the Center for Board Certified Fiduciaries, which is affiliated with the Wake Forest University School of Professional Studies. The coursework introduces candidates to new academic research in the fields of Behavioral Governance and Neuro-fiduciary. In turn, the GFS® utilizes a uniform decision-making framework – called FiduciaryMetrics – that can be used to lead a team, board, or committee.

The said training was led by Mr. Don Trone, CEO of 3ethos, as course instructor.

Photos from Asia Pacific Association for Fiduciary Studies's post 01/12/2022

APAFS has recently hosted fi360 Pacific’s Fiduciary Essentials Training® during its Fiduciary Events Week in Manila, Philippines last November 14, 2022.

The FE® Training is designed for investment stewards and provides a high-level overview of the components of a comprehensive investment process and related standards of care.

The said training was led by Mr. Aaron Drew, AIFA®, Managing Director of fi360 Pacific as course instructor.

Photos from Asia Pacific Association for Fiduciary Studies's post 29/11/2022

APAFS has recently hosted fi360 Pacific’s Accredited Investment Fiduciary Training® during its Fiduciary Events Week in Manila, Philippines last November 15-16, 2022.

The AIF® Training is an in-depth, two-day course designed for investment stewards and service providers which covers all of the components of a comprehensive investment process and related standards of care in detail.

The said training was led by Mr. Gerry Cruz, AIFA® and Mr. Raaj Kurapati, AIFA®, and Mr. Aaron Drew, AIFA®, Managing Director of fi360 Pacific as course instructors.

Photos from Asia Pacific Association for Fiduciary Studies's post 26/11/2022

Day 2 of the 20th Annual PACIFIC REGION INVESTMENT CONFERENCE (PRIC) ended Friday, Nov 18, which was held at New World Makati Hotel in Manila, Philippines.

Photos from Asia Pacific Association for Fiduciary Studies's post 17/11/2022

Day 1 of the 20th Annual PACIFIC REGION INVESTMENT CONFERENCE (PRIC) just ended today, Nov 17, which was held at New World Makati Hotel in Manila, Philippines.

EARLY BIRD PROMO: Fiduciary Events Week (FEW) 11/09/2022

Avail the EARLY BIRD PROMO by registering on or before September 15, 2022!

Register now: bit.ly/registerapafsevents2022
or you may read more: https://conta.cc/3quHbru

EARLY BIRD PROMO: Fiduciary Events Week (FEW) Last 5 DAYS to avail! LAST 5 DAYS: AVAIL THE EARLY BIRD PROMO EARLY BIRD PROMO IS UNTIL SEPTEMBER 15, 2022 ONLY REGISTER NOW! Reminder: All registration and payment must be completed by September 15,2

EARLY BIRD PROMO: Fiduciary Events Week (FEW) 15/08/2022

Register now to avail the EARLY BIRD PROMO rate!

Click link to read more: https://conta.cc/3JXJsVa

EARLY BIRD PROMO: Fiduciary Events Week (FEW) Last 1 month to avail! 1 MONTH LEFT TO AVAIL THE EARLY BIRD PROMO LAST DAY TO SAVE UP TO $100 UPON REGISTRATION: SEPTEMBER 15, 2022 Reminder: All registration and payment must be completed by Septembe

AIF Designees Discount 26/07/2022

Calling all ACTIVE AIF Designees! Enter coupon code "AIF2022" upon registration, and get $100 off from your total fees!

Click this link for more details: https://conta.cc/3zzDy9a

AIF Designees Discount Save $100 as you register! AIF DESIGNEES DISCOUNT: $100 OFF FROM APAFS FIDUCIARY EVENTS WEEK (FEW) FEES Active AIF Designees are eligible to get $100 off when registering for this year's APAFS Fiducia

20th Pacific Region Investment Conference 12/07/2022

Save the Date for:

20th Pacific Region Investment Conference (PRIC)
November 17-18, 2022
New World Hotel, Makati, Manila

Click this link for more details: https://conta.cc/3NXo2rh

20th Pacific Region Investment Conference Read for more information! 20TH PACIFIC REGION INVESTMENT CONFERENCE (PRIC) This is a two-day annual conference happening on Thursday and Friday, November 17-18, 2022. It's the premier event in the As

Global Fiduciary Strategist Training 08/07/2022

Save the Date for:

Global Fiduciary Strategist (GFS®) Training
November 15-16, 2022
New World Hotel, Makati, Manila

Click this link for more details: https://conta.cc/3AzGYJS

Global Fiduciary Strategist Training Read for more information! GLOBAL FIDUCIARY STRATEGIST TRAINING: COMPLETION BENEFITS Global Fiduciary Strategist (GFS) is a 2-day class based program offered on Tuesday- Wednesday Nov. 15-16th, 2022 i

Accredited Investment Fiduciary Training 07/07/2022

Save the Date for:

Accredited Investment Fiduciary (AIF®) Training
November 15-16, 2022
New World Hotel, Makati, Manila

Click this link for more details: https://conta.cc/3ymYOwP

Accredited Investment Fiduciary Training Read for more information! ACCREDITED INVESTMENT FIDUCIARY® Training: COMPLETION BENEFITS The ACCREDITED INVESTMENT FIDUCIARY® (AIF®) Training is a two-day, classroom-based course, designed by fi360®.

06/07/2022

Save the Date for:

Fiduciary Essentials (FE®) Training
November 14, 2022
New World Hotel, Makati, Manila

Click this link for more details: https://conta.cc/3R6hpFY

Photos from Asia Pacific Association for Fiduciary Studies's post 16/03/2022

We are glad to be back in CNMI for the Fiduciary Essentials Training!

Know more about the upcoming APAFS trainings and events by following this page.

Photos from Asia Pacific Association for Fiduciary Studies's post 09/03/2022

APAFS recently held its first Fiduciary Essentials Training in the new normal in Guam!

Due to the restrictions brought about by the COVID-19 pandemic, the annual fiduciary trainings were put on hold to prioritize everyone’s safety.

Meeting people face to face once again brings hope for what is ahead.

Follow this page for more information and updates on APAFS’ upcoming trainings and events.

Timeline photos 10/11/2021

20th PRIC coming November of 2022!

These past 2 years have been challenging for everyone, and we hope that you are all safe and healthy as we head into the holiday season. Given the day to day changes in public health safety guidelines and travel restrictions, APAFS Board of Governors has postponed our annual Fiduciary Events Week (FEW) to include 20th Pacific Region Investment Conference (PRIC) to November of 2022. We remain focused on keeping our delegates safe and providing a comfortable environment during our long awaited conference. We feel extremely fortunate to have your continued patience and support during these challenging times. We look forward to welcoming you back and excited to plan and deliver our long awaited 20th Anniversary Conference next fall. Please feel free to contact us if you have any questions or concerns.

Continue your CE credits online.
For those seeking CE credits for renewal of AIF designation, you may do so online directly through fi360 at Learning and Development site (LMS)

Here are a few CE modules we have chosen to highlight your interests:
• Introduction to the Fiduciary Prudent Practices (a good refresher!)
• Competitive and compliant strategies for growth
• How to improve your organisational reputation
• Behavioural Alpha

06/08/2021

READ: Rukebai Kikuo Inabo to join APAFS Board of Governors

Senator Rukebai Kikuo Inabo, AIF®, from the Republic of Palau (“ROP”) has joined the APAFS Board of Governors representing the Senate Committee on Ways & Means and Financial Matters of the 11th Olbiil Era Kelulau by which she serves as Chairwoman.

Read more about it through the article below.

06/08/2021

READ: Hon. Kaleb Udui, Jr., has joined the APAFS Board of Governors as one of the three Board members from the Republic of Palau (“ROP”), representing the ROP Ministry of Finance where he serves as Minister of Finance.

Know more about it through the article below.

Wilfred Leon Guerrero joins APAFS board of governors 15/03/2021

Asia Pacific Association for Fiduciary Studies (APAFS) is pleased to announce the newly elected member of the APAFS Board of Governors — Dr. Wilfred Leon Guerrero, Chairman of the Government of Guam Retirement Fund (GGRF).

Read the full article from Post Guam by clicking this link: https://www.postguam.com/business/local/wilfred-leon-guerrero-joins-apafs-board-of-governors/article_b9a50a28-77f5-11eb-8bd4-d79456920b5f.html

Wilfred Leon Guerrero joins APAFS board of governors The Asia Pacific Association for Fiduciary Studies, a Guam-based association, is pleased to announce that Wilfred Leon Guerrero, chairman of the Government of Guam Retirement Fund, has joined the APAFS

23/02/2021

Join us again for tomorrow’s webinar!

The Asia Pacific Association for Fiduciary Studies (APAFS) is holding its weekly Live Town Hall Webinars series.

See the featured topic and speaker of tomorrow’s session.

Please take note of the local time in each jurisdiction:

🕘 9AM: Palau
🕙 10AM: Guam, Saipan, Chuuk, and Yap
🕚 11AM: Pohnpei and Kosrae
🕛 12PM: Marshall Islands & Kiribati (Tarawa)
🕧 6PM: USA (CST)

Registration link: bit.ly/APAFS-WebinarSeries

09/02/2021

Join us for tomorrow’s webinar and get a chance to win a Fitbit Versa 2!

The Asia Pacific Association for Fiduciary Studies (APAFS) is holding its weekly Live Town Hall Webinars series.

See the featured topic and speaker of tomorrow’s session.

Please take note of the local time in each jurisdiction:

🕘 9AM: Palau
🕙 10AM: Guam, Saipan, Chuuk, and Yap
🕚 11AM: Pohnpei and Kosrae
🕛 12PM: Marshall Islands & Kiribati (Tarawa)
🕧 6PM: USA (CST)

Registration link: bit.ly/APAFS-WebinarSeries

Photos from Asia Pacific Association for Fiduciary Studies's post 02/02/2021

REGISTER NOW!

The Asia Pacific Association for Fiduciary Studies (APAFS) is resuming its weekly Live Town Hall Webinars series starting on January 27, 2021, Wednesday.

Swipe through to see the featured topics and speakers of each session.

Please take note of the local time in each jurisdiction:

🕘 9AM: Palau
🕙 10AM: Guam, Saipan, Chuuk, and Yap
🕚 11AM: Pohnpei and Kosrae
🕛 12PM: Marshall Islands & Kiribati (Tarawa)
🕧 6PM: USA (CST)

Registration link: bit.ly/APAFS-WebinarSeries

10/12/2020

Join us on the 3rd installment of our Inaugural Live Town Hall Webinar Series featuring Mr. Matthew McAdam, Managing Director, Asia Pacific of Principles for Responsible Investment (PRI).

Learn more about RI by registering to our series of free events below:

https://zoom.us/webinar/register/WN_n6yvv75QTher1JCAPnWKzQ

Please take note of your respective time zone:
9AM- Palau
10AM - Guam, Saipan, Chuuk, and Yap
11AM - Pohnpei and Kosrae
12PM - Marshall Islands & Kiribati (Tarawa)
6PM - USA (CST)

We hope to see you virtually!

07/12/2020

Join us on our Inaugural Live Town Hall Webinar Series featuring Mr. Matthew McAdam, Managing Director, Asia Pacific of Principles for Responsible Investment (PRI).

He will be joined by 2 guest speakers:

☑️ Mr. Fabian Sitan Nimea, Acying Chairman, FSM Trust Fund Board of Trustees
☑️ Ms. Ulai Teltull, Administrator, ROP Social Security Administration

Learn more about RI by registering to our series of free events below:

https://zoom.us/webinar/register/WN_n6yvv75QTher1JCAPnWKzQ

Please take note of your respective time zone:
9AM- Palau
10AM - Guam, Saipan, Chuuk, and Yap
11AM - Pohnpei and Kosrae
12PM - Marshall Islands & Kiribati (Tarawa)
6PM - USA (CST)

Photos from Asia Pacific Association for Fiduciary Studies's post 04/12/2020

Join us on our Inaugural Live Town Hall Webinar Series featuring Mr. Matthew McAdam, Managing Director, Asia Pacific of Principles for Responsible Investment (PRI).

Learn more about RI by registering to our series of free events below:

https://zoom.us/webinar/register/WN_n6yvv75QTher1JCAPnWKzQ

Please take note of your respective time zone:
9AM- Palau
10AM - Guam, Saipan, Chuuk, and Yap
11AM - Pohnpei and Kosrae
12PM - Marshall Islands & Kiribati (Tarawa)
6PM - USA (CST)

01/12/2020

Join us as we host our very first Inaugural Live Town Hall Webinar Series featuring the Managing Director of the Asia Pacific Principles for Responsible Investment (PRI), Matthew McAdam.

Register to this free webinar through this link: https://zoom.us/webinar/register/WN_n6yvv75QTher1JCAPnWKzQ

We look forward to seeing you there!

01/12/2020

Join us tomorrow, December 2, 2020 for APAFS’ first webinar series with matthew McAdam!

See below schedule and note of your respective time zone.

To register for free, follow this link: https://zoom.us/webinar/register/WN_n6yvv75QTher1JCAPnWKzQ

We look forward to seeing you virtually!

28/11/2020
03/12/2019

Take a look back at this year's 19th Annual Pacific Region Investment Conference with these photobooth pictures from Day 1 and Day 2!

28/11/2019

One of our co-hosts for this year's APAFS Fiduciary Events Week, CFA Society Philippines, extends an invite for their 2020 event on Basic Financial Modeling: Principles, Practices, and Applications.

Check it out below!

22/11/2019

Now in its 19th year, this two-day conference offers innovative approaches and actionable ideas for dealing with issues facing investment fiduciaries in the Asia Pacific region. It provides participants a forum that addresses the most current and fundamental understanding of their roles as fiduciaries, focusing on regional specific issues and needs as well as providing valuable networking opportunities with other fiduciaries from the region.

21/11/2019

The 19th Annual Pacific Region Investment Conference is brought to you by the Asia Pacific Association for Fiduciary Studies in partnership with the Chartered Financial Analysts Society Philippines and Trust Officers Association of the Philippines.

APAFS would also like to thank the following SPONSORS:

Our PLATINUM SPONSORS:
• Bernstein Litowitz Berger & Grossmann LLP
• Garcia Hamilton & Associates, L.P.
• Raymond James
• Renaissance Investment Management

Our GOLD SPONSORS:
• Adelante Capital Management
• Aristotle Capital Management
• Atalanta Sosnoff
• First Trust Portfolios
• Janus Henderson Investors
• Income Research and Management
• Milliman Consultants and Actuaries
• Pacific Income Advisers
• SSI Investment Management

Our SILVER SPONSORS:
• ASC Trust Corporation
• Chartwell Investment Partners
• Fisher Investments Institutional Group
• Gabelli Asset Management
• Lazard Asset Management
• Tortoise Investment Management
• Winslow Capital

21/11/2019

19th Annual Pacific Region Investment Conference

For 19 years and counting, APAFS remains committed to uphold fiduciary excellence in the Asia Pacific region by empowering its various community of members through its annual Fiduciary Events Week. Year on year, delegates from different countries—representing diverse walks of life—gather together in one location regardless of age, race, and gender to learn the best stewardship practices.

Held this November 21-22, 2019 at New World Hotel, Makati City, Philippines, the 19th annual Pacific Region Investment Conference was recently opened by The Honorable Senator Daisy Alik-Momotaro from the Republic of Marshall Islands Nitijela who delivered her keynote address on Economic Empowerment of Women this morning.

20/11/2019

APAFS is Excited to Welcome You to Manila!

Håfa Adai and Mabuhay!

To all APAFS 19th Pacific Region Investment Conference Registered delegates:

We are only one day away from the long awaited premier investment conference in the region. In anticipation of your arrival, we would like to provide you with important event information.

1. EARLY REGISTRATION
Delegates attending the 19th Pacific Region Investment Conference (PRIC) are encouraged to check-in ahead of time to be hassle free of long lines on the day of the Conference.

WHEN: November 20 (Wednesday) 8AM-8PM
WHERE: Press Room 6 at 4th Floor, New World Hotel

Conference delegates may claim their IDs and ditty bags containing the event brochure and tokens from sponsors on the said date.

2. COCKTAIL RECEPTION
Delegates are invited to Cocktails & Entertainment to unwind with with speakers and their fellow participants to be held immediately after Day 1 of the PRIC Conference.

WHEN: November 21 (Thursday) 5-7PM
WHERE: Glasshouse, 2nd Floor of New World Hotel

3. NEW WORLD HOTEL GUESTS
For delegates that are checked-in at New World Hotel Makati, for any concerns regarding your reservation, you may contact our hotel representative, Ms. Pauline Dagdagan, at (632) 8811-6888 or through email at [email protected].

For questions and information regarding APAFS Fiduciary Events Week, please email [email protected] or contact +63 933 108 2880 on WhatsApp/Viber.

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Location

Address


Hagatna
96910
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