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First Vice President and Chief Market Strategist at BDO Unibank, Inc
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Vice President and Head of Research at COL Financial
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Jonas is First Vice President and Chief Market Strategist of BDO Unibank, Inc. He provides analysis on financial markets and macroeconomic developments in local and foreign markets . He held the same position at Equitable PCI Bank’s Treasury Department from 1998 to 2002 . His prior experience includes working as strategist, analyst, equities dealer and portfolio manager in both money management and institutional equity brokerage with DBS Securities and ACE Securities. Jonas has been educating investors in trading strategies & corporate governance, having worked in financial markets for more than 20 years . He has delivered numerous lectures in the field of forecasting, investments and corporate governance here and abroad and regularly provides economic commentaries in the Asian Wall Street Journal and is a regular commentator on economic and financial markets on ANC, Bloomberg, and CNN Philippines . Recently, FocusEconomics ranked him as the # 1 Forex Forecaster for the Philippines for 2018 . In 2016 , FocusEconomics ranked him as the # 1 Current Account forecaster for the Philippines for 2015 . He is also a lecturer of Ateneo BAP’s treasury certification program . He holds a bachelor's degree in Management of Financial Institutions from the De La Salle University (1992 ). In 1996 , he finished the Asian Securities Executive Program at the Asian Institute of Management (Manila)
Age : 47 / Success Mantra : Fortune favors the brave .
April Lynn L. Tan has been the head of COL’s Research Team since 2003. She has been doing equities research since 1996 when she joined the research team of Citisecurities, Inc. Ms. Tan holds a Bachelor of Science Degree in Management Engineering from the Ateneo de Manila University. She is a Certified Securities Representative and in 2000, earned the right to use the Chartered Financial Analyst (CFA) designation. She was the President of the CFA Society of the Philippines from 2009 to 2016. Under her term as president, CFA Philippines won the “Global CFA Institute Research Challenge” twice and several Society Excellence Awards including the “Most Outstanding Society” for its size. The Society also became the country sponsor for the Global Investment Performance Standards (GIPS) together with the local "Fund Managers’ Association of the Philippines" and the "Trust Officers Association of the Philippines."
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