Course at the Trust Institute Completed!

Congratulations to the following officers of BPI Asset Management & Trust Group on the occasion of completing the One Year Course on Trust Operations and Investment Management:

AM Karen Gail Evangelista-Santos (Account Management Dept. I)
SM Kim O. Chua (Account Management Dept. IV), With Distinction
Mgr Winston A. Obidos (Account Management Dept. III), With Distinction
Mgr Jocelyn Barcelona-Duhaylungsod (Account Management Dept. I), With Distinction
Mgr Michael G. Munsayac (Account Mgt Dept. II), With Distinction & Valedictorian

Sa wakas natapos din ang isang taong paghihirap. No need to wake up early every Saturday just to attend classes at the Asian Institute of Management. I can still remember attending classes in short pants and backpack, and majority of the time, latecomer. I usually arrive 20 minutes after the teacher has arrived and mind you, I always sit in front. Ha ha ha.

Topics covered include the following:

First Semester

FIRST SEMESTER
History, Establishment, Administration & Termination of Trust - Atty. Guia Legazpi
Civil Law (Law on Donation, Trust, Succession, Law on Property) - Atty Manuel Curato of PCIB
Estate Planning - (Atty. Reynaldo Geronimo, Senior Partner of RMBSA)
Will Drafting and Intestate Succession - (Atty. Guia Legazpi, Advent Capital)
Taxation - (Atty. Fred Tancongco, VP of BDO Private Bank)
Custodianship - (Atty. Mari Paz Garcia, MBTC Legal)
Guardianship and Other Court Trusts - (Atty. Fred Tancongco, VP of BDP Private Bank)
Mortage Trust Indentures - (Atty Rene Betita, VP of Robinsons Bank)
Employee Benefit Plans - (Atty. Josephine Jolejole, VP of, UBP)
TRansfer Agency and Other Functions (AVP Adora Yanga, RCBC)

Second Semester
Government Regulations on Trust (Ms. Concepcion Garcia, BSP)
Fixed Income Investments (FVP Willy Talastas, Security Bank)
Equity Investments (VP Angie Pacis, Multinational Investment Corp)
Fundamental Analysis (VP Cora Guidote, SM Group)
Technical Analysis (AVP Joan Eala, BPI)
Options, Swaps and Non Deliverable Forwards (SVP Paul San Pedro, ABN Amro)
Real Estate Investments (Atty, Rey Geronomo, RMBSA Law Offices)
Unit Investment Trust Funds (VP Willy Talastas, Security Bank)
Trust Accounting & Internal Audit (VP Grace Suarez, Standard Chartered Bank)
Portfolio Management (Ms. Pat Wycoco, IFC and VP Fritz Ocampo of Deutche)
Trust Marketing and Organization (Mr. Reevie Vergara, Treasurer of LBP)
Ethics (VP Maite Toledo, HSBC)