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The CFA Society Philippines successfully wrapped up the Philippine Investment Conference 2025 (PIC 2025) on Aug. 29, 2025, at the Grand Hyatt Manila. With the theme “Bridging Eras, Embracing New Horizons,” the conference united investment experts, corporate executives, regulators, and scholars to investigate emerging patterns and tactics influencing the investment terrain.
The event commenced with a keynote address by Atty. Francis Edralin Lim, chairman of the Securities and Exchange Commission, who imparted observations on the transforming financial environment and the merging of trends reshaping value generation across generations.
Among the sessions, Dr. Jackie Yan (PwC China) analyzed structural transitions in the global economy, addressing inflationary pressures, changing supply chains, and geopolitical uncertainties. Her perspectives equipped attendees with a framework to predict market fluctuations and strategically align portfolios for enduring resilience.
In another session, Jaime Zobel Urquijo (Ayala Corp.) investigated the increasing significance of responsible investing, emphasizing how environmental, social, and governance factors are becoming pivotal to both corporate strategy and capital distribution. His discussion highlighted the convergence of principles and valuation in directing investment choices.
“PIC 2025 illustrated how merging established methodologies with inventive tactics generates opportunities for both investors and enterprises,” remarked John B. Balce, CFA, president and chairman of CFA Society Philippines. “The conference provided participants with actionable insights to maneuver through a swiftly evolving financial landscape, while promoting dialogue across generations and sectors.”
The conference also offered exceptional networking prospects, linking attendees with industry leaders, regulators, and colleagues. Silver Sponsors — BDO Capital, BPI Wealth, Metrobank; Bronze Sponsor — ATRAM; Corporate Table Sponsors — FTI Consulting, Globe Telecom, Sunlife, SGV; Media Partner — BusinessWorld; and Knowledge Partner — PwC Philippines supported the event, reinforcing its position as a leading platform for collaboration and professional advancement.
About CFA Society Philippines
CFA Society Philippines is one of 160 member societies of CFA Institute, the worldwide association of investment professionals that establishes the benchmark for professional excellence and qualifications. The organization advocates ethical conduct in investment markets and acts as a well-respected source of knowledge in the global financial community, striving to develop an environment where investors’ interests are prioritized, markets operate optimally, and economies flourish.
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