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HomeEventsConference13th India Investment Conference | Mumbai


13TH INDIA INVESTMENT CONFERENCE | MUMBAI


13TH INDIA INVESTMENT CONFERENCE | MUMBAI

 * January 21, 2023
 * 9.00 am - 6.30 pm

 * Taj Lands End



   
 * Speaker Highlights
 * Moderators
 * Agenda
 * Venue
 * Registration Fee
 * Register Now
 * Delegate Support
 * Overview

The Great Global Reset

In an increasingly dystopic world, India is among a handful of countries that
have got their macroeconomic policies right.

High inflation and growth have besieged most advanced economies. Russian
aggression has made a difficult problem worse. European policymakers have no
option but to reconsider their energy, military, and economic security.

India is reaping the benefits of structural changes that started in 2014. The
thrust on digitalization, financialisation & tax compliance is yielding the
right results. The focus on capex & infrastructure promises to catalyse
employment is widening India’s already robust consumption basket.

India’s coordinated approach towards energy security, as well as a more robust
macroeconomic stability coupled with a world increasingly looking for an
alternate and reduce dependence on China, might make this an India decade, if
not an India generation.

Though not a given, it’s an advantage to India. It’s time to shine now.

The India Investment Conference – 2023, like every year, will bring globally
renowned experts to discuss these ideas and pose questions. A diverse set of
delegates – investment managers, asset owners, private bankers, wealth managers,
regulators & policy makers – are expected to deliberate on these themes. We
invite you to mark your  calendars and register!



ANANTH NARAYAN GOPALAKRISHNAN


Ananth Narayan Gopalakrishnan is a Whole Time Member of Securities and Exchange
Board of India (SEBI) looking after Market Intermediaries Regulation and
Supervision Department (MIRSD), Alternative Investment Fund and Foreign
Portfolio Investors Department (AFD), Integrated Surveillance Department (ISD),
Department of Economic & Policy Analysis (DEPA), and Information Technology
Department (ITD).  He is also at present a Member of the Board of Governors of
National Institute of Securities Market (NISM). Prior to the current assignment,
Mr Ananth Narayan held the position of Associate Professor, S.P. Jain Institute
of Management & Research, Mumbai. Prior to that, he had more than two and half
decades of experience in banking and financial markets and has held various
senior positions.Mr. Ananth Narayan has also served as a Director on the Boards
of various organisations. He has also been... Show More a Member of various
advisory committees constituted by SEBI and RBI. He holds a Post-graduate
Diploma in Management from Indian Institute of Management, Lucknow and a
Bachelor of Technology (Electrical Engineering) from Indian Institute of
Technology, Bombay. Show Less

MANISHA GIROTRA


Manisha Girotra is Chief Executive Officer of Moelis & Company in India. She was
previously Chairperson and Country Head for UBS in India, with a career spanning
30 years with UBS in Hong Kong, Mumbai, Delhi and London and with Moelis in
India. She was the youngest CEO of a global investment bank in India at the age
of 32. At UBS, Manisha oversaw the multiple businesses of the firm in India,
including investment banking, equities trading, a propriety equity/equity linked
investment book of US$ 1bn, wealth management and a US$ 1bn onshore lending
book. Manisha has advised over US$ 500 Bn of mergers and acquisitions and equity
and debt fundraisings through her career. Some of the landmark transactions
include Vodafone US$ 12 Bn acquisition of Hutch’s telecom business, Bharti
Airtel’s US$ 10 Bn acquisition of Zain Africa, US$ 65 Bn merger of HDFC-HDFC
Bank, Birla Group’s US$ 6 Bn acquisit... Show Moreion of Novelis. Manisha is on
the Global Board of Naspers and Prosus, a US$ 200 Bn market cap technology
investor. She is also on the Boards of Ashok Leyland and Mindspace Business
Parks REIT. Show Less

NICK POLLARD


Nick Pollard joined CFA Institute in 2016 as managing director for Asia Pacific.
Based in the Hong Kong SAR office, he also oversees operations in Beijing, China
and Mumbai, India. Nick is responsible for working with all CFA Institute
stakeholders, increasing the number of candidates entering and moving through
the organization’s credentialing programs, and working with institutional
partners (employers, universities and regulators) throughout the region. He is
actively engaged with 21 CFA Societies in the region, representing over 42,000
charterholders. Nick is a seasoned wealth management and banking executive and
skilled at growing businesses in Europe and Asia. He brings a unique combination
of strategic leadership skills as well as learning and professional development
expertise. Prior to joining CFA Institute, Nick was CEO of The Royal Bank of
Scotland’s Coutts Asia division and... Show More, most recently, he was the Head
of International Learning and Professional Development for Coutts International.
Nick began his career with NatWest Group, subsequently part of the RBS Group,
where he gained experience in marketing and talent development. Nick earned his
B.A from University College, London and is a Member of the Private Wealth
Management Association. He has lived and worked in the APAC region since 2009
and resides in Hong Kong. Show Less

RAJEEV THAKKAR, CFA


Rajeev Thakkar has over two decades of experience in various segments of the
Capital Markets such as investment banking, corporate finance, securities
broking and fund management, he is currently the Chief Investment Officer and
Director at PPFAS Mutual Fund, a fund managing more than $ 3 billion of assets.
He has been an investment manager since 2003. He is a strong believer in the
school of "value-investing" and is heavily influenced by Warren Buffett and
Charlie Munger's approach. He is a qualified Chartered Accountant, Cost
Accountant and a CFA Charterholder.

RAJENDRA KALUR, CFA


Rajendra is an Independent Consultant-cum-Financial educator and has over 25
years of experience in the financial services domain comprising asset
management, investment banking, wealth management and insurance. Rajendra has
worked across the value chain and has expertise in nurturing nascent businesses
and transforming business models. His last full time assignment was as
co-founder of a boutique wealth management firm which he led as a Director &
CEO. Rajendra is MBA from Cranfield School of Management, UK

RUSSELL NAPIER


Professor Russell Napier is author of The Solid Ground investment report for
institutional investors and co-founder of the investment research portal ERIC- a
business he now co-owns with D.C. Thomson.  Russell has worked in the investment
business for over 30 years and has been advising global institutional investors
on asset allocation since 1995. Russell is author of the book Anatomy of The
Bear: Lessons From Wall Street’s Four Great Bottoms (‘a cult classic’ according
to the FT) and is founder and course director of The Practical History of
Financial Markets at The Edinburgh Business School. Russell is Chairman of Mid
Wynd International Investment Trust a GBP500m market cap. closed end investment
vehicle listed on the London Stock Exchange. He is a member of the investment
advisory committees of three fund management companies, Cerno Capital, Kennox
Asset Management and Bay Capital.... Show More In 2014 Russell founded the
charitable venture The Library of Mistakes a business and financial history
library in Edinburgh that now has branches in India and Switzerland. Russell has
degrees in law from Queen’s University Belfast and Magdalene College Cambridge.
He is a Fellow of The CFA Society of the UK and is an Honorary Professor at The
University of Stirling and a Visiting Professor at Heriot-Watt University. He is
a contributing columnist for The Toronto Star newspaper. His second book – The
Asian Financial Crisis 1995-1998: Birth of the Age of Debt- was published in
July 2021.   Show Less

SHIBANI SIRCAR KURIAN


Shibani is Equity Fund manager and Head-Equity Research at Kotak Mahindra Asset
Management Company. She manages the Kotak Focused Equity Fund, Kotak EQ Contra
Fund and KIGF-7. As Head – Equity research, her primary responsibility is to
identify macro and sector trends, which provide a top down thematic overlay to
the bottom up approach to stock picking. Apart from her responsibilities as Head
of Equity Research, she actively tracks banking and financial services. Shibani
has over 20 years of experience in the Indian equity markets, of which more than
twelve years have been with Kotak Asset Management Co. Ltd. She previously
worked with UTI Mutual Fund as an Economist and Research Analyst. She has also
worked with Dawnay Day AV Financial Services as a Senior Economist and Research
Analyst. Shibani holds a Bachelor of Science degree in Economics (Hons) from St.
Xavier’s College, Kolkata ... Show Moreand has a PGDM (Specialisation in
Finance) from T.A. Pai Management Institute, Manipal. Show Less

SUNIL SINGHANIA, CFA


Sunil Singhania Profile   Sunil Singhania, CFA, is the Founder of Abakkus Asset
Management, LLP, an India-focused Asset Management Company he established in
2018. Prior to this, in his role as Global Head – Equities at Reliance Capital
Ltd., he oversaw equity assets and provided strategic inputs across Reliance
Capital Group of companies including asset management, insurance, AIF and
offshore assets. And as CIO – Equities, Singhania led Reliance Mutual Fund
equity schemes to be rated amongst the best. Reliance Growth Fund grew over 100
times in less than 22 years under Singhania’s leadership. Furthermore, he led
Reliance Nippon Life Asset Management Ltd.’s international efforts and was
instrumental in launching India funds in Japan, South Korea, and the UK, besides
managing mandates from institutional investors based in the US, Singapore, and
other countries. Singhania was the Promot... Show Moreer of The Association of
NSE Members of India; a body of stockbrokers. He is also the first individual
from India to be elected as a member of the CFA Institute Board of Governors and
currently serves as the Chair of the Investment Committee and as a member of the
Nominating Committee. He also sat on CFA Institute’s Standards of Practice
Council for six years and was the Founder of the Indian Association of
Investment Professionals (now CFA Society India) and served as its President for
eight years. Singhania graduated in commerce from the Bombay University and
completed his Chartered Accountancy from the ICAI, Delhi with an all India rank.
He has also earned the right to use the Chartered Financial Analyst designation,
conferred by CFA Institute. Having travelled extensively across the world,
Singhania has also attended many global investment conferences and seminars.
Show Less

VITALIY KATSENELSON, CFA


Vitaliy Katsenelson was born in Murmansk, USSR, and immigrated to the United
States with his family in 1991. After joining Denver-based value investment firm
IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012.
Vitaliy has written two books on investing and is an award-winning writer. Known
for his uncommon common sense, Forbes Magazine called him “The New Benjamin
Graham.” He’s written for publications including Financial Times, Barron’s,
Institutional Investor, and Foreign Policy. His articles are also published on
his website, Contrarian Edge, and in audio format on his Intellectual Investor
Podcast. Vitaliy lives in Denver with his wife and three kids, where he loves to
read, listen to classical music, play chess, and write about life, investing,
and music. Soul in the Game is his third book and first non-investing book.

WOUTER STURKENBOOM, CFA


Wouter Sturkenboom, CFA, CAIA, is chief investment strategist for EMEA and APAC
at Northern Trust. He is a member of the Tactical Asset Allocation Committee,
the Interest Rate Strategy Committee and the Investment Policy Committee. As
chief investment strategist for EMEA and APAC, Wouter is responsible for
formulating the regional asset allocation views, putting those views in a global
context and communicating the firm's opinions to our clients. Wouter most
recently spent six years at Russell Investments as a senior investment
strategist first based in London and then in New York. In that capacity, he was
directly responsible for the house view on EMEA including economic and market
analysis and worked closely with the multi-asset teams to help them with their
asset allocation decisions. Prior to this, he spent six years in Amsterdam where
he was a senior investment strategist at Kempe... Show Moren Capital Management.
Wouter is a CFA® charterholder and is a certified Chartered Alternative
Investment Analyst. He holds a master's degree in international affairs from the
George Washington University and a master's degree in international economics
from Maastricht University. Show Less

SOMNATH MUKHERJEE, CFA


Somnath runs the Investment Strategy, Product, Advisory & International Wealth
Management business for ASK Private Wealth. He has over 20 years of experience
in Wealth Management, Private Banking & Global Markets with ASK Private Wealth
and Standard Chartered Bank, across India and Singapore. He holds a MBA degree
from IIM-Calcutta & a Bachelor's degree from University of Delhi. He also holds
the CFA & FRM charters from CFA Institute and Global Association of Risk
Professionals respectively.

KISHOR BAGRI, CFA


Kishor has experience of more than 22 years across multiple industries and
functions including 15 years in capital markets. He has worked across the
investment chain including research, portfolio management and investment sales.
He was with Edelweiss Securities where he headed the Corporate Access function.
He previously worked with ING Investment Management as Senior Vice President &
Portfolio Manager, managing INR 2,000 crore of AUM including INR 400 crore of
offshore assets. During his 8 year stint at ING, he worked across investment
styles such as fundamental, quantitative etc. He also managed funds and
multi-manager portfolios which were later subsumed in the quantitative
strategies – the focus area of the business. His capital market stint began with
Dimensional Securities Pvt. Ltd. where he was a Research Analyst, involved in
bottom-up equity research across sectors, inve... Show Morestment strategy,
opportunistic and event-based trading ideas etc. Kishor has also worked in
various roles and functions including sales, business development in financial
services, FMCG and the Telecom industry. He is a CFA charterholder and has
completed his MBA Show Less

SHAMIT CHOKSHI, CFA


Shamit joined the AMC in February 2016, oversees ~USD 2.6 billion of assets
advised across various funds and institutional mandates of global clients, leads
manager selection for global strategies for local investors Over 14 years of
experience manager selection, investments, research advisory, products, asset
raising, institutional client services and global strategic partnerships.Set up
and managed several India equity and FI funds across Asia (incl Japan) and
Europe, selected global managers, raised assets and crafted AM partnerships with
large financial groups. Previously worked at Reliance-Nippon Life Asset
Management in Mumbai and Nippon Life Insurance / Nissay in Tokyo, leading the AM
Joint Venture, and strategic partnerships across Asia and Europe; earlier gained
equity research and fund advisory experience with firms in New York, Boston and
Mumbai. MBA - Boston College ... Show More(USA), Masters and Bachelor of
Commerce degrees from University of Mumbai (India), CFA Charter holder (Member
CFA India Society and the local Research & Advocacy sub committee), pursuing
advocacy efforts in ESG, fund regulations and foreign investments in India  
Show Less

AJAY TYAGI


Mr. Ajay Tyagi is Head of Equities at UTI Asset Management. He is a CFA Charter
holder from The CFA Institute, USA and also holds a master’s degree in finance
from Delhi University. Ajay joined UTI in the year 2000 and has successfully
carried out various roles and responsibilities across equity research, offshore
funds as well as domestic onshore funds. He has won many awards and accolades
for his performance both domestically and globally. Ajay presently manages our
flagship equity scheme in India and is also the Investment Advisor to UTI
International’s range of India dedicated offshore funds

NIMESH SHAH


Nimesh Shah has been a journalist for over 2 decades. Worked with Print Media
including Business Standard in the past. He has been with CNBC TV18 since Sept
2015 as an Associate Executive Editor – CNBC TV18. He has been covering Indian
Equities for nearly 20 years, worked on flagship shows including – Wizards of
Dalal Street hosted by Market Veteran – Mr. Ramesh Damani & 2 Signature segments
currently on CNBC Tv18 – Standout Brokerage and D Street Chatter

RITIKA MANKAR, CFA


Ritika works as a Strategist with BCA Research– a leading provider of global
investment research headquartered in Canada. At BCA Research, Ritika works as
part of the highly rated Global Investment Strategy (GIS). Ritika is a sell-side
veteran and prior to joining BCA, Ritika was a Director at Ambit Capital. She
led Ambit’s Macroeconomics team for over a decade and the franchise she managed
was ranked amongst the top 3 franchises in India. Ritika has also served as a
Director on the Board of CFA Society India as the board's first woman director.

SHREENIVAS KUNTE, CFA, CIPM


Shreenivas Kunte, CFA, CIPM, leads the content and automation aspects at HDFC
AMC. He codes in Python and has an avid interest in promoting AI and Machine
Learning use in investment decision-making. Prior to joining HDFC AMC,
Shreenivas was Director of Professional Learning and Advocacy at CFA Institute.
Before that Shreenivas worked as the country trading strategist for Citi in
Japan. Shreenivas has worked for over two decades in the investment industry. He
has worked closely with key stakeholders, both in Japan and in India's topmost
institutions, including regulatory bodies. Shreenivas is a computer engineer. He
is an external research scholar at IIT Bombay

IIC13-Agenda-WEB
Taj Lands End Band Stand, BJ Road, Mount Mary, Bandra West, Mumbai, Maharashtra
400050

Category Regular Fee Early bird on 31 December 2022 CFA Institute Members and
CFA Society India Members INR 2000 INR 1500 Passed Level III of CFA Program &
CFA Registered Program Candidates INR 3000 INR 2250 Non Members INR 6000 INR
4500 Delegate Passes | 10 minimum and no early bird discount INR 4000 Delegate
Passes | 25 minimum and no early bird discount INR 3250

Cancellation Policy: No refunds will be issued for any cancellations received
within 48 hours of program starts. Substitutions from the same company are
accepted with fee adjustment, if appropriate. Sharing of registrations is not
permitted.



Delegate Support




5 PL

CFA Institute members can claim PL credit by providing their CFA Institute ID
number when registering.

Global Passport Accredited Programme Allows members of participating CFA
societies to attend each other's society events at the local member

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2023-1-21 09:00 2023-1-21 18:30 Asia/Kolkata 13th India Investment Conference |
Mumbai The Great Global Reset In an increasingly dystopic world, India is among
a handful of countries that have got their macroeconomic policies right. High
inflation and growth have besieged most advanced economies. Russian aggression
has made a difficult problem worse. European policymakers have no option but to
reconsider their energy, military, and economic security. India Taj Lands End
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