Money Summit and Wealth Expo 2012 to feature top investment experts and exhibitors

Want to learn more about investing and trading in stocks, bonds, mutual funds, money market, forex, and real estate? Since you are reading this at Foreclosure Investing Philippines, I am assuming you are interested with real estate investing.

But hey, I believe it won’t hurt to diversify and this can start by learning about investment vehicles other than real estate as mentioned above right?!

If you agree with me, then I have good news for you!

Money Summit 2012The Money Summit and Wealth Expo 2012, the only investing conference and expo in the Philippines, will be happening on July 20-21, 2012 at the SMX Convention Center in Pasay City.

The Cebu leg will be on August 2-3, 2012 at Waterfront Hotel, Cebu City.

The event features 12 investment experts and real estate professionals and 40 exhibitors from the financial and property sectors.

Just a thought… in the past, the Money Summit and Wealth expo has always had a lot in store for real estate investors, and it seems this year’s event is no different… nice!

Anyway, the Money Summit and Wealth Expo 2012 is co-presented by the Bank of the Philippine Islands (BPI), COL Financial (formerly CitisecOnline) and the Philippine American Life and General Insurance Company (Philam Life). FXCM, one of the world’s biggest online forex brokers, is a Gold Sponsor. It’s supported by RFP Philippines and the Philippine Stock Exchange.

Money Summit’s aim is to educate and empower self-directed individual investors through access to investment experts and a market showcase of financial instruments and real estate projects.

Now on its fourth and fifth runs, the event is expected to draw around 400 conference delegates and 5,000 exhibit visitors. These include investors, traders, brokers, executives, and entrepreneurs looking for alternative investments other than the typical bank deposits.

“Our vision is to help build a new Filipino investor class. Money Summit & Wealth Expo opens up a world of investment opportunities to Filipinos,” says Heinz G. Bulos, president of Learning Curve Inc., producer of the event.

Money Summit and Wealth Expo 2012 Speakers*

Confirmed speakers include Philam Life CEO Rex Mendoza, BPI-Philam CEO Omar Cruz, COL Financial Group CEO Conrado Bate, BPI Family Savings Bank CEO Jose Teodoro Limcaoco, BPI Asset Management VP Mario Miranda, Jones Lang LaSalle Leechiu COO Lindsay Orr, Islands Stay Hotel CEO Jay Aldeguer, Forex Club Asia Founder Mark So, The Property Forum Founder Noli Alleje, and The 9 to 5 Millionaire author Leila Hernandez, among others.

*I will post updates once more speakers are confirmed.

Money Summit and Wealth Expo 2012 is produced and organized by Learning Curve Inc. and co-presented by BPI, COL Financial, and Philam Life. For more information, call Learning Curve at tel. nos. 696-6981, 514-9276, or 570-7506 or visit

Expect more updates about the Money Summit and Wealth Expo 2012 as they become available!

Happy learning!


To our success and financial freedom!

Jay Castillo

Real Estate Investor
PRC Real Estate Broker License No. 3194 
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Text by Jay Castillo and Cherry Castillo. Copyright © 2008 – 2012 All rights reserved.

Full disclosure: I was invited to speak at the expo (details to follow) and I am helping with marketing the event. I would like to thank Heinz Bulos, President of Learning Curve Inc. for the invite! 

7 thoughts on “Money Summit and Wealth Expo 2012 to feature top investment experts and exhibitors”

  1. Pingback: Learn how to invest in foreclosures at the Philippine Real Estate Festival 2012

  2. I am from Cotabato City and with residences in Davao and Koronadal Cities. Got 2 wishes: to be able to attend the Money Summit and Wealth Expo and there be a schedule in Davao City. As a government employee and a Real Estate Investor/Real Estate Broker, a Saturday Sunday schedule is preferred. Sir Jay, would there be a schedule of this Summit and Expo in Davao City? I know am not the only one waiting for such an occasion.

    1. Hi Anstsm, let me check with Heinz and see if they have plans and I will also forward your suggestion. It would also help if we can get more comments from those who want to see a Money Summit and Wealth Expo in Davao so I can show it to Heinz. Thanks!

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