by Joshua 胡光耀
光耀资道 | 聊大小投资话题是一个分享不同投资相关知识的平台。我们每周邀请不同方面的专家来为观众与听众们分享各种对大家非常有帮助的投资知识，欢迎大家订阅。 欢迎您在以下链接免费开通光耀资道线上课堂，来观看与聆听完整光耀资道每周专家系列讲座，包含其他不上传到Podcast里的讲座。 线上课堂开通网址 https://hoo.capital/podcast 免责声明：Joshua&Vincent和专家们在讲座中表达的意见和陈述是他们自己的，不一定反映 Goodland Equity Partners Inc. 的意见。本podcast所提供的资料仅限于投资教育用途，不构成投资建议，不应被视为投资决策的依据。
Language
🇨🇳
Publishing Since
1/8/2021
Verified contact details for this show aren't on file yet — sign up to get notified when they land.
November 13, 2024
Tax expert Yufeng Ding shares practical insights on leveraging company, partnership, and joint venture structures to optimize real estate investments and minimize tax liabilities.
October 10, 2024
<p> 本期我们邀请到Daniel Wu, 他拥有30多年加拿大国内外银行客户服务及管理经验，现在在RBC私人银行亚洲团队任客户经理。Daniel及其团队专为企业主、高净值家庭、高管和专业人士量身定制银行服务，包括银行现金管理、综合信贷管理、投资服务、税务分析、企业规划、财富传承、遗产遗嘱建议及家庭信托等。团队还会根据需要与客户的律师、会计或保险顾问团队合作，以帮助客户实现遗产传承、财富增长及全方位成长的目标。</p><p>Daniel Wu拥有理学硕士、金融MBA、PFP和CFP证书。服务客户之余，Daniel长期参与社会公益活动，为养老院及病童医院筹款，并积极与社区一起帮助新移民和留学生在加拿大安居乐业。他于2016年获得RBC首届全球公民奖，2022年获得联邦政府颁发的英女王70年金钻奖章，2024年荣获RBC私人银行社区贡献领导奖。</p><p>主要亮点：</p><p>1. 私人银行服务与财富管理简介</p><p>2. 几个常见误区</p><p>3. 个案解析</p>
September 25, 2024
<p>本期特别嘉宾是George Quan，他毕业于南开大学，并获得北京大学光华管理学院金融MBA学位。他不仅是特许金融分析师（CFA），也是注册财务规划师（CFP）。作为资深金融专家，George拥有十多年市场营销、销售和私募股权投资的经验，深入了解宏观经济、行业研究和公司分析。 George将在本次讲座中深入解析当前美股屡创新高的原因，分享他在市场热点及展望方面的专业见解，详细讲解如何像CPP一样构建投资组合，并通过个股案例分析探讨价值投资的初步策略。George致力于为中产家庭和投资者提供定制化的财务规划服务，帮助他们实现财富增值与长期财务目标。 George的团队广泛合作于各大金融机构和个人客户，致力于为客户提供最优质的财务规划和投资方案。 </p><p>主要亮点： </p><p>1. 市场热点及展望 </p><p>2. 如何像CPP一样构建投资组合 </p><p>3. 价值投资初探及个股案例分析</p>
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
光耀资道 | 聊大小投资话题是一个分享不同投资相关知识的平台。我们每周邀请不同方面的专家来为观众与听众们分享各种对大家非常有帮助的投资知识，欢迎大家订阅。
欢迎您在以下链接免费开通光耀资道线上课堂，来观看与聆听完整光耀资道每周专家系列讲座，包含其他不上传到Podcast里的讲座。
线上课堂开通网址 https://hoo.capital/podcast
免责声明：Joshua&Vincent和专家们在讲座中表达的意见和陈述是他们自己的，不一定反映 Goodland Equity Partners Inc. 的意见。本podcast所提供的资料仅限于投资教育用途，不构成投资建议，不应被视为投资决策的依据。
This podcast updates weekly.
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Yes, this podcast regularly features guests.
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.