This “hands-on” workshop will give participants a competitive edge with stocks, bonds and commodities.

The workshop will be held in RMIT’s state of the art Financial Trading Lab and participants will have access to the information systems and tools used by most financial firms.

Participants will:

  • Be able to manage a portfolio of diverse market securities (assemble, track and rebalance according to risk appetite) that incorporates macroeconomic indicator analysis
  • Gain experience with trend and momentum indicators as well as develop price identification techniques
  • Have real-time access to global financial resources

The workshop also offers participants an overview of the capabilities of RMIT Vietnam’s graduates who are possible future recruits.

For profiles of presenters and details of the actual workshop, see below the poster.

Note: While parking is available on site for bikes, it is NOT available for cars.

13MAY_RMITWORKSHOP_POSTER-01

Activities Agenda

Time Activity Duration (minute) Details Materials and  Environment
8:00 Breakfast 60 Breakfast will be served from 8:00 am to 9:00 N/A
9:00 Introduction to RMIT Vietnam and Financial Trading Lab facilities 10 Introduction to RMIT University, RMIT Vietnam

Introduction to the Financial Trading Lab facilities and how it is used for lectures, activities, authentic assessments, industry recruitment, and student recruitment.

All the lab facilities
9:10 Introduction of participants 15 Participants take turns introducing themselves: background, research interest, industry interest.

The information is captured and shared to participants later for networking purpose.

SmartBoard
9:25 Explore needs and interest 15 Participants share one to three things they expect to get out of the training session.

The activities, content, and delivery are tailored based on the needs and interests just shared.

SmartBoard
9:40 Basic functionalities of Thomson Reuters Eikon 30 Use of proprietary software to:

A.      Retrieve data

B.      Use data for analysis

 

The topics for analysis include:

 

1.      Economic factors: interest rates, exchange rates, economic growth, inflation etc.

2.      Forecasting of economic factors.

3.      Financial statement indicators for analysing firm performance: profitability ratios, liquidity ratios etc.

4.      Financial forecasting and valuation.

Country Information

Economic Indicators Feature

Economic Polls Feature

Company Information

Financials

Corporate Governance

Key Metrics

Portfolio Management

10:10 Tea Break and

Networking

20 Free discussion for networking on level 2. N/A
10:30 Stock Trading Competition 60 Participants form groups of three. Maximum 9 groups. Each group consists of: one strategist, one trader, one coordinator. The strategist should be most experienced in information processing and pattern recognition. The trader should be most experienced in managing information systems. The coordinator should be most experienced in managing working teams.

The strategist research information and come up with strategies for trading. The trader manages the portfolio. The coordinator manages the workflow within the group.

 

The trainer explains

●       Basic of stock trading

●       The features employed for the competition

●       Rules of the game

 

The groups compete with each other during a timed session. The best performer emerges as the winner.

Thomson Reuters Eikon

Google Drive

11:30 Discussion 15 Participants discuss in small groups.

Participants share how

SmartBoard
11:45 Training conclusion 15 Conclusion of the training session.

Feedback from AusCham to RMIT.

Recording audio

Facilities

  1. RMIT Vietnam Financial Trading Lab.
  2. Proprietary software, including Thomson Reuters Eikon, RMIT Trader.
  3. Publicly accessible databases for research purpose.

Coordinators

Tai Tran: tai.tran@rmit.edu.vn

Tai Tran is currently leading the upgrade project for RMIT Vietnam Financial Trading Lab. He has taught at RMIT for 5 years. Prior to RMIT, Tai guided postgraduate research candidates in University of New South Wales, Sydney Australia. Tai has experience in equity investment, having been managing portfolio for SBI Holdings Japan, FPT Capital. Apart from investment, Tai used to consult Ho Chi Minh City Stock Exchange and stock brokerage firms on process optimisation, product development, information systems for front-end trading and back-end management. His research interest is equity investment, financial engineering, and entrepreneurship.

 

Wil Martens: wil.martens@rmit.edu.vn

Wil Martens has been teaching at RMIT for 9 years in both the Finance and Accounting disciplines.  He is currently pursuing his PhD in Finance with RMIT- Australia.  Prior to his time at RMIT, Wil has held various roles, from an Account Manager at CIBC World Markets in Canada, to Business Development at Vietnam Asset Management in Ho Cho Minh City.

 

Geoffrey Vanderpal: geoffrey.vanderpal@rmit.edu.vn

Ambassador Dr. Geoffrey VanderPal spent nearly 25 years in the field of finance working in wealth management, investment management, insurance, personal financial planning and banking. He also founded and was CEO of a start-up financial management firm eventually growing it organically into a multi-million USD enterprise, and later sold the firm. He has been teaching finance for multiple universities on 4 continents since 2003. He is published in various academic journals and currently has a new book titled, “Invincible Investing” available soon. He earned an MBA from Webster University, a Doctorate degree in Business and Finance from Nova Southeastern University and a Post-Doctorate in Global Leadership from Colorado Technical University. He also maintains the Certified Financial Planner (™), Certified Treasury Professional and Chartered Life Underwriter professional certifications. Most recently he was appointed to the diplomatic position of Ambassador at Large and Special Economic Adviser for the Republic of Guinea.