Noli, known in the real estate industry as “El Subastahero”, heads The Property Forum Philippines and is the #1 auctioneer in the country today. He also produced the first real estate TV show in the Philippines. Noli pioneered the auction sales system in the country and has bid out over 4,000 real estate assets worth more that P8 billion all over the Philippines.
Noli started investing in small foreclosed properties back in 1999 when the foreclosed assets department of the banks were still in the basement, considered an admin function of maintenance and security. “It was a field where the soft-hearted would not dare to go,” Noli recalls.
His bravado and hard work paid off. His first major deal was when he had an auction in UCPB and it was sold out. Noli says, “A long line of bidders were there. With this contract of two years, we auctioned off more than P3 billion worth of properties.” Later on, he was able to purchase the asset management company of GE Money Bank.
Noli excels in foreclosure sales and investments strengthened by his expertise in market planning and sales productivity. He has handled various real estate developers as exclusive marketer and heads the international real estate promoter recruitment for Landco Pacific.
For years, Noli has acquired all sorts of real estate, from raw land and house and lots to buildings and even an island. He has done every kind of real estate strategy, including holding, fixing, leasing, and flipping.
Carl Dy is the President of Spectrum Investments, a property portfolio management company. He has over a decade of experience in the real estate industry working for property giant Ayala Land as Sales Director of Ayala Land Premier. He is continually building up his property portfolio with an ultimate goal of living on passive income from real estate. He believes that property investment, just like business, is not an automatic money-generating product. One must have a passion for it, create and execute a strategy, and give time and effort for the investment to flourish.
An architect by education, Carl has written articles on property investing and has been featured in MoneySense magazine, Entrepreneur magazine, various broadsheets, and in various radio and TV programs including ANC’s On the Money.
He owns and manages rental properties in areas like Rockwell, Makati, Ayala Center and Bonifacio Global City. He is also the past president of an upscale condominium corporation in Makati and current homeowner president of a high end residential village in Nuvali. In this seminar, Carl will share his decade of experiences and learnings from his dealings with his Ayala clients and from his personal properties.
Jet Mojica is the founder of BoH Society, an online community of Filipino stock investors based locally and abroad. He specializes in quantitative research and process-based investing.
In the past four years, he has strategically positioned BoH into a one-stop-source of trading strategies, independent market research, portfolio management and technical analysis training for avid retail investors.
Prior to establishing BoH, Jet was an Associate Portfolio Manager for the Odyssey Investment Management Team under the BPI Asset Management and Trust Group. As a portfolio manager with the Odyssey Team, he managed segregated client equity portfolios worth US$45 million. He was also a Securities Dealer for the Financial Market Group of BPI, and Head of Research and Risk Officer for Multinational Investment Bancorporation.
Jet is an Applied Economics graduate of De La Salle University – Taft, where he also completed the coursework for his MS Economics major in Econometrics degree.
Atty. Ernesto C. Perez II is the Managing Partner of Perez Valencia & Perez Law Firm. Atty. Perez received his Bachelor of Arts Major in Political Science from the University of the Philippines in 1993 and his Bachelor of Laws degree from the University of Perpetual Help in Las Piñas City in 1998.
As a private practitioner, he appeared before numerous trial courts and government offices defending his clients or prosecuting the accused in various civil, administrative, and criminal cases. At the start of 2008, he has specialized in handling disputes concerning land ownership and possession, land registration cases, as well as the application and interpretation of real estate laws in various civil cases.
In 2003, Atty. Perez joined the Philippine Dispute Resolution Center, Inc. (PDRCI) to learn and discover more about various mechanisms to resolve disputes in a near-friendly and non-adversarial way as alternatives to court litigations. In April 2008, Atty. Perez became an accredited Commercial Arbitrator of the PDRCI having passed its accreditation examination.
While honing his skills as a real estate developer, he lectured on negotiable instruments law, marketing law, general principles of taxation, the law on income tax and law on sales, agency and partnership at the College of Economics, Management and Developmental Studies, Cavite State University.
Atty. Perez is a member of the Philippine Association of Real Estate Boards – Muntinlupa Realtors Board (PAREB-MUNREB). He has formerly served as a member of the Board of Trustees of MUNREB as well as the Legal Counsel of the MLS Committee of PAREB.
Eden Dayrit is a licensed real estate broker, appraiser, and accredited lecturer. She specializes in the sale and lease of residential homes, condominium units, and commercial lots in Taguig, Paranaque, Las Pinas, and Muntinlupa. She is also an experienced real estate investor, offering consulting services for first time buyers and seasoned investors.
Jay Castillo is the founder of Foreclosure Philippines, one of the most popular real estate blogs in the Philippines. In fact, it’s probably the no. 1 real estate blog in the country. Foreclosure Philippines is where Jay shares real estate investing tips and foreclosed property listings. Jay’s background is in Information Technology (I.T.). He is a graduate of computer engineering and worked previously as the I.T. manager of a multinational company. He got interested in real estate investing in 2005, and quit his job to focus on real estate investing and Internet marketing. He is also a PRC licensed real estate broker.
Leila Hernandez is the author of The 9 to 5 Millionaire. She worked across different industries and turned around brands and businesses – and simultaneously learned how to be a weekend property investor and virtual business owner (paper assets) to become financially free. Leila graduated cum laude from UP Diliman with a Bachelor of Science double degree in Business Administration and Accountancy, passed the CPA board but started a career in marketing. Henceforth, she worked in several industries, from Procter and Gamble (consumer goods), Universal Rightfield DMCI (real estate), Globe (telecommunications) to McDonalds (food retail), where she was responsible for McDonald’s Asia Pacific Product Development and Strategy for 37 countries. She worked across different countries and cultures and held both local and regional leadership positions. While turning around brands and businesses, Leila built personal assets to become financially free. In 2009, after years of being based in Singapore and Hong Kong, she came home to retire and create a personal legacy by sharing life-changing knowledge and skills to our countrymen, inspired by the saying “Give a man fish and you feed him for a day, teach a man how to fish fish and he can feed himself for a lifetime.”
Paris Murray is an emerging markets specialist hailing from a composite background of long-only trading system development, emerging market equities, and investment banking.
For a time, Paris was the only American-born stock broker on the PSE trading floor. Mac has lectured professional and non-professional investors on Behavioral Analysis and Technical Trading Strategies on behalf of the Market Education Department of the Philippine Stock Exchange and also at De La Salle University.
He is the author of the Kindle book “World Trader Guidebook. Everything You Need to: Master Secret’s of the World’s Best Traders. Trade the World’s Best Stocks.”
Charmel Delos Santos is a full time trader, author, speaker and a mother of three young children. She started to invest over 13 years ago in real estate, stocks and options. Her professional background is business systems analysis in telecoms industry. She had a long and bumpy experience in investing, losing all of her AU$15,000 capital at the start, but she persevered and trained with Dr. Van Tharp (trading coach and best-selling author) and by applying what she learned, immediately became a profitable and relaxed investor.
In fact from 2008, when the global financial crisis hit the markets, she was able to grow her retirement fund steadily, and regularly earning income through investing for all those “loving expenses.” Her friends, who know about her investing activities, wanted to know how to invest in stocks, and that’s how she started her blog and book. She has published the first and only stock trading book for women “High Heeled Traders.” She has been conducting corporate and public talks and workshops partnering with MIBX in Qatar, the PSE Academy for “Women’s Investment Program,” and IBM. She has been featured on TV, print, radio and online media in the Philippines, Australia, Qatar and the USA.
Chief Investment Strategist and Founder, Trading Edge Consultancy
Ron Acoba, CMT is the Chief Investment Strategist and Founder of Trading Edge Consultancy. His professional experience in the finance industry include being a former Equity Dealer for Credit Suisse, a former Chief Equity Dealer and Equity Fund Manager for BPI Asset Management and Trust Group, where he personally managed Php25 billion worth of discretionary funds, and a former Currency Analyst and Trader for BabyPips.com LLC. Ron is a Chartered Market Technician (CMT), a member of the Market Technicians Association (MTA) in New York.
CEO, Personal Finance Advisers Philippines Corporation
Efren Ll. Cruz is a registered financial planner of RFP Philippines, personal finance coach, seasoned investment adviser and bestselling author. Recognized as among 12 most influential people in personal finance by MoneySense Magazine, Efren is also the founder, chairman and CEO of Personal Finance Advisers Philippines Corporation. He has 25 years of experience in financial services industry, 18 years of which in fund management heading the Wealth Management division of Standard Chartered Bank Philippines Branch.
Efren is also the the best-selling author of “Pwede Na! The Complete Pinoy Guide to Personal Finance” and “Pwede Na! The Complete Pinoy Guide to Retirement & Estate Planning.”
Atty. Rachel Uy-San Juan, CPA is the Managing Partner of Ho & Uy Law Firm, a full-service law firm established with the mission of making exceptional legal services available to emerging businesses and individuals, both domestic and foreign. She leads the Firm’s corporate and tax practice and has in-depth expertise in estate planning, tax structuring, tax compliance, and tax litigation, among others.
Born in the City of Lucena, Atty. Rachel graduated with a Bachelor of Science in Accountancy degree, Magna Cum Laude, at the Manuel S. Enverga University Foundation, and Juris Doctor at the University of the Philippines, where she was awarded the Dean’s Medal for Academic Excellence.
Atty. Rachel passed the 2005 Certified Public Accountant (CPA) Board Examinations and the 2010 Philippine Bar examinations. She was admitted to the Philippine Bar in 2011. She served as Attorney-General at the Philippine Business Council – Qatar (PBCQ) in 2016.
She is a member, Order of the Purple Feather, of the UP College of Law Honor Society; the Integrated Bar of the Philippines; and the Philippine Institute of Certified Public Accountant. Atty. Rachel worked previously as Legislative Head/Consultant for the Office of Councilor Franz S. Pumaren, Third District Quezon City; Consultant for the Office of Undersecretary Jose F. Justiniano, Department of Justice; Associate for Sycip Salazar Hernandez & Gatmaitan; Court Attorney for the Office of Justice Estela P. Bernabe, Supreme Court of the Philippines; Professor of Law at the Manuel S. Enverga University Foundation, College of Law, where she taught Taxation Law I and II; and Research Assistant for Antonio R. Bautista & Partners.
Chief Knowledge Officer for Investment Planning, Wealth Management Center for Communications and Research, Inc.
Ricky So, CIS, RFP® has 25 years of experience in the financial services industry. He is currently an Independent Financial Adviser at Rampver Strategic Advisors and is the Chief Knowledge Officer for Investment Planning of Wealth Management Center for Communications and Research, Inc. Prior to this, he held senior management positions in various investment and commodities firms, the last of which was as Head of Training of one of the Philippines’ top asset management companies and was once as a portfolio manager.
Since the early 90’s, Ricky has been exposed to the international market on futures and foreign exchange and has dabbled in the local stock market. He started learning about the US stock market in early 2000, and has been investing in the US markets since 2008.
Ricky is very active in the financial services community, using his expertise in training financial service professionals. Accentuating this endeavor, he has co-authored a book “Dare to Journey – The Path to Meaningful Wealth with a best-selling author Atty. Angelo Cabera (Thy Will Be Done) and also with Aristides Merida Jr. He is an active Training Faculty for the RFP Philippines and lectures Portfolio Management for AIM-EXCELL Strategic Investment Management Program. He lectures Technical Analysis, Managing Equity Portfolio, and Global Investing for various learning organizations as well. Currently, he conducts certification course for Associate Financial Planner (AFP®) and facilitates a “real” investment club focusing on Philippine equities. He is also a long time Lecturer at the Investment Company Representative Certification Seminar.
Ricky finished his grade school and secondary education as Valedictorian at the Divine Word Academy of Dagupan. He earned his Bachelor of Science in Accounting degree at the Lyceum Northwestern University with Distinction. He pursued continuing education at the Ateneo Graduate School of Business and is a SEC Certified Investment Solicitor (CIS) and a Registered Financial Planner (RFP®).