Seminar: Understand How the World’s Wealthiest Families Protect and Grow their Capital Regardless of Economic Shifts
Saturday, 3/28/26, 12:00 P.M. - 2:00 P.M.
Understand How the World’s Wealthiest Families Protect and Grow their Capital Regardless of Economic Shifts
What You Will Learn:
The Science of Asset Allocation: Why your mix of stocks and bonds is more important than "picking the next winner".
Value Investing Secrets: How to apply Warren Buffett’s "Moat" philosophy to your own holdings.
Defeating Volatility: Why "Time in the Market" beats "Timing the Market" every single time.
(FREE OF CHARGE)
Length: 2 hours
Date: Saturday, 3/28/26, 12:00 P.M. - 2:00 P.M.
Venue: 65 Seward Avenue, Middletown. Function Hall of Fei Tian College, Northern Campus
Instructor: Jim Zhang
Jim Zhang is a former Investment Advisor at RBC Dominion Securities and Senior Private Banker with more than 23 years of professional experience in private wealth management, overseeing portfolios exceeding $200 million in assets. He is currently the founder of Pureland Hospitality, operating a diversified portfolio of institutional-grade Hilton and Marriott hotel assets in New York State. This seminar provides an analytical overview of asset allocation, risk management, and cash-flow-oriented investment strategies commonly employed by high-net-worth investors, presented in a structured and educational framework.