INVESTMENT SEMINAR AGENDA 25TH FEBRUARY 2017

Welcome and Registration

Investing in Your Future through Equities

8.45-9.15

9.15-10.45

The case for equitiesWhy equities are an attractive asset class.

What are equities? Looking into different types of equities and identifying how they fit into portfolios with different strategies.

What makes a stock a good investment?What you need to look out for before you start buying equities.

How much of my portfolio should be allocated to equities?What percentage of my portfolio should I allocate to equities?

Portfolio diversification – why is it so important?Identifying the best mix to maximise the risk-reward ratio of an investment portfolio.

Macroeconomic view leading to a bias towards equitiesAn understanding of what’s happening in the markets.

Setting upHow to get it done quickly.

TipsHow to make full use of the platform.

Live DemoHow to use charting efficiently.

Malta Stock Exchange Interpreting Level 2 Live data.

Useful ToolsPrice alerts and stop loss functionality explained.

LaunchThe launch of 2 new features on the platform.

Preview A look at the new desktop version launching this Spring.

SPEAKER: Mr. Kristian Camenzuli - Investment Manager

Q & A - Floor open for questions

Coffee Break

Trading Online with

10.45-11.00

11.00-11.30

11.30-12.15

SPEAKER: Mr. Ian Farrugia - Chief Technology Officer

Q & A - Floor open for questions12.15 - 12.30

The CC Equity listHow we go about picking our stocks.

Our top Equity picks for 2017The names we think will generate alpha in a portfolio.

The Great RotationWe are seeing a shift out of safe havens into equities. Why?

Myopic loss aversionUnderstanding the different ways of looking at the markets. Looking at the big picture rather than short term performance.

Fundamental analysisUnderstanding how to pick stocks which are trading at a discount to their intrinsic value and understanding what you need to be looking out for in the financial statements.

Technical analysisTiming entry points into and out of the market. With volatility increasing, technical analysis became more important and can make a big difference in performance.

ABOUT THE SPEAKERS

IAN FARRUGIAMr. Ian Farrugia is the CTO at the Calamatta Cuschieri Group and is also responsible for the IT systems and in-house software development.

Prior to joining the Calamatta Cuschieri Group, Ian worked as a Senior Financial Economist with the Ministry of Finance in Malta and also served as a consultant to various IT projects and system with various local and international companies.

Ian holds a Bachelor degree in Banking and Finance (Hons), Executive M.B.A. e-business and an MSc IT from the University of Malta.

KRISTIAN CAMENZULIMr. Kristian Camenzuli is an Investment Manager at Calamatta Cuschieri.

Kristian specialises in blue-chip equities. He co-manages Calamatta Cuschieri Euro Equity Fund and carries out in depth analysis on international equities. He is also an Investment Manager for other funds for which Calamatta Cuschieri Investment Management is appointed and sits on a number of investment committees.

Kristian earned his CFA charter in 2015 and is a member of the CFA society, UK. He graduated with Honours in Economics from the University of Malta in 2005.