See You At The Money Summit And Wealth Expo On July 12-13, 2013!

The Money Summit and Wealth Expo 2013 will be held on July 12-13, 2013 and we hope to see you there! In last year’s Money Summit and Wealth Expo, I spoke at the expo where my talk focused on the basics of Real Estate Investing. This year, we will be sharing tips for first-time homebuyers and real estate investors.

This time around, my wife Cherry and I will be speaking at the conference. With my wife as my co-speaker, that should take most of my nervousness away… and this should be fun!

Tips for first-time homebuyers and real estate investors

Our talk will focus on practical tips for first-time home buyers and real estate investors, a subject very close to my heart because of our own experiences when we bought our first home, which turned out to be a nightmare of sorts.

Keep in mind that when we bought our first home way back in 2005, we did not have the mindset of real estate investors yet. Also, we were not yet licensed real estate brokers back then.

I actually wrote a lot of rants about our first home, although I kept it a secret (until now!), and here’s one of them:

The post above is kind of a preview of what we will share at the money summit, although we will be adding what experience has taught us through the years in greater detail.

Anyway, I would also want to mention other speakers that I look forward to listening to, who are very familiar to me. They are Mister Noli Alleje, Eden Dayrit, Miriam Quiambao, Carl Dy, Mark So, and Fitz Villafuerte. Mark and Fitz will cover Forex trading, something my wife and I are very interested in.

MSWE-2013-Noli-Alleje-Background MSWE-2013-Eden-Dayrit-Background

MSWE-2013-Miriam-Quiambao-Background MSWE-2013-Carl-Dy-Background1

MSWE-2013-Mark-So-Background MSWE-2013-Fitz-Villafuerte-Background

Aside from real estate investing and forex trading, there are more talks and speakers, and you can see them all through the conference agenda below.

Money Summit and Wealth Expo 2013 Conference Agenda


  • 9:00-9:45am: Keynote Address: Our Time is Now!
  • 9:45-10:45am: Investing Beyond Market Cycles – Mario Miranda, Head of Wealth Management, Bank of the Philippine Islands
  • 11:00-12:00pm: Building Your Wealth Through Stocks – April Lee Tan, Head of Research, COL Financial
  • 12:00-1:30pm: Lunch Break
  • 1:30-2:30pm: Bulls vs. Bears — Panel Discussion
  • 2:30-2:45pm: Presentation
  • 2:45-3:15pm: Break
  • 3:15-3:45pm: Why the Currency Market? — Paul Familiaran, Asia Account Manager and Institutional Sales Manager, FXCM
  • 3:45-4:15pm:  Break
  • 4:15-4:30pm: Presentation
  • 4:30-5:30pm: Women & Investing – Miriam Quiambao, Managing Director, 3Win Realty & Development Corp.; Leila Hernandez, Author, The 9 to 5 Millionaire; April Alemania-Dayrit, Real Estate Investor; Facilitated by Salve Duplito, Co-Host, ANC On the Money


Stock Market Track

  • 9:00-10:30am: Pick the Right Stocks: Introduction to Fundamental Analysis – Malaya Laraya, Certified Securities Representative and Founder, Pesos and Sense
  • 10:30-12:00pm: Selling Your Stock: Knowing When to Walk Away, Knowing When to Run – John Mangun, Analyst and Columnist
  • 12:00-1:30pm: Lunch Break
  • 1:30-3:00pm: Profiting from Triangles and Breakouts – Ron Acoba, Chief Technical Strategist, Trading Edge Consultancy
  • 3:00-3:45pm: Experienced Stock Trading: How Not To Be Deceived By Company Disclosures and Financial Statements  – Prof. Benjie Sandoval, Program Partner and Consultant, BPI Securities
  • 3:45-5:15pm: The Death of Day Trading  – Mac Murray, Emerging Markets Specialist

Forex Market Track

  • 9:00-10:30am: Getting Started in Forex Trading – Fitz Villafuerte, Founder, Ready to be Rich
  • 10:30-12:00pm: How To Trade Forex For A Living: Trade Secrets Of A Full Time Trader –Mark So, Chief Forex Trader and Founder, Forex Club Asia
  • 12:00-1:30pm: Lunch Break
  • 1:30-3:00pm: Capital Flight and the Future of Trading FX — Paul Familiaran, Asia Account Manager and Institutional Sales Manager, FXCM
  • 3:00-3:30pm: Break
  • 3:30-5:00pm: Advantages of Forex Trading — Troy Baydo, Sales and Marketing Manager, Admiral Markets

Real Estate Market Track

  • 9:00-10:30am:  Tips for First-Time Homebuyers and Investors – Jay and Cherry Castillo, Founders,
  • 10:30-12:00pm: Do’s and Don’ts of Investing in Rental Properties – Carl Dy, Real Estate Investor
  • 12:00-1:30pm: Lunch Break
  • 1:30-3:00pm:  Investing in Office Condos – Melo Porciuncula, Head of Capital Markets, KMC MAG Group
  • 3:00-3:30pm: Break
  • 3:30-5:00pm: How to Fix and Flip Foreclosed Properties – Noli Alleje, Managing Director, The Property Forum
[Note: Topics are subject to change without prior notice.]

Conference fees

Sorry guys, July 10, 2013 (today!) is the last day to avail of pre-registered rates as follows:

Money Summit & Wealth Expo 2013 – Standard Pass (Day 1)

  • PHP2,495.00 ( Save 38% from regular rate was PHP3,995.00) and Includes the following:
    • Access to Day 1 conference
    • Access to Day 1 conference presentations
    • Free 1-month Premium subscription to Advfn
    • 50% discount on an annual Premium Advfn subscription
    • Free seating
    • Buy 2 pax and get 1 Standard Seat free!

Money Summit & Wealth Expo 2013 – VIP Pass (2 Days)

  • PHP5,995.00  (Save 25% from regular rate was PHP7,995.00) and Includes the following:
    • Access to Day 1 & Day 2 conference
    • Access to Day 1 & Day 2 conference presentations
    • Access to 2011 and 2012 Money Summit presentations
    • Free 1-month Premium subscription to Advfn
    • 50% discount on an annual Premium Advfn subscription
    • Free seating (reserved section for VIP seats)
    • Lunch for Day 2
    • Conference notebook
    • Conference tote bag
    • Buy 2 pax and get 2 Standard Seats free!

Note: Day 2 is NOT being sold separately by the organizers.

As this is the last day for online registration, they longer accept bank deposit/transfer or check. They only accept payments via credit card or PayPal. Just click on the button below to register, or click here for more info.

Click here to register for the Money Summit and Wealth Expo 2013 (last day is July 10, 2013)

We look forward to seeing you there!


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 – 2013 All rights reserved.

Full disclosure: As one of the speakers in the Money Summit and Wealth Expo 2013, we do our part in promoting the event, and because of this, I decided that I might as well become an affiliate. Therefore, we are entitled to a small commission for each ticket purchased through our link above.

4 thoughts on “See You At The Money Summit And Wealth Expo On July 12-13, 2013!”

  1. Hi. I attended Money Summit in two days and seated for Real Estate the whole afternoon on the second day. I’m a little disappointed cuz there is more of what I could get from the seminar than I actually received. Which we cannot put the blame onto something due to lack of time or maybe the structure of event was really in chaos. Since the seminar you handled didn’t finish well as expected, is it alright if I could get a copy of the presentation you had and ask series of question here in your website? I’m also looking for a Real Estate book that is applicable in the Philippine government setting, but none of them are substantial enough to put it in together. I’m looking forward to have a book if you produce one that is specialized in Flipping Houses. Likewise, I don’t wanna attend any more expensive seminars. If they could do it, I think everybody can too. Thank you.

  2. EarlJoseph Borgona

    I used to invest in stocks with Mark Securities Inc. and this company has closed already. I am wondering how will i get my stocks certificate i bought through them. i tried calling sec pdic and pse asking where they have deposited my stocks. can you help me i have a lot of stocks invested through them.

  3. I wish this was posted a month earlier because I’m living in the Visayas Region. Can the organizer record the event and have a replay in the web? I’m willing to pay a reasonable amount for the replay webinar. This is what Mr. Kiyosaki is doing for his events so he can capture audiences worldwide. Just my 2 cents 🙂

    1. Hi Ms. Susan,

      Sorry I wasn’t able to post an article about this sooner, the best I could do was post a banner about the money summit on the top-right-sidebar a month ago (although I removed it a couple of weeks ago during a minor site redesign), and I also posted it on our Facebook Page.

      Anyway, I’ll mention your idea to Heinz of Learning Curve, the organizers of this event. Thanks for bringing up the idea! 😉

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