AGENDA. Conference Cochairs: Jayesh Gandhi, CFA President CFA Society India. Amit Khurana, CFA Vice-President CFA Society India SESSION AND SPEAKERS

Transcription

1 AGENDA Conference Cochairs: Jayesh Gandhi, CFA President Amit Khurana, CFA Vice-President TIME 08:00-09:00 09:00-09:20 09:20-10:00 10:00-10:45 10:45-11:10 SESSION AND SPEAKERS REGISTRATION CONFERENCE OPENING AND WELCOME Message on behalf of Jayesh Gandhi, CFA President CFA INSTITUTE CAREER SERVICES AND TOOLS Heather Packard Director, Career Management BUILDING A SUCCESSFUL CAREER Luis Moniz Executive and Career Coach FrontRunner Career Advisors NETWORKING COFFEE BREAK Message on behalf of Nick Pollard Managing Director, Asia Pacific 11:10-11:50 11:50-12:30 12:30-13:00 13:00-15:00 WEALTH MANAGEMENT AND ALTERNATIVE INVESTMENTS Sameer Chhabra, CFA Director, Investment Solutions Group Julius Baer Wealth Advisors (India) Private Limited Manish Chourasia, CFA Chief Executive Officer Tata Cleantech Capital Limited Anil Ghelani, CFA, Moderator Senior Vice President DSP BlackRock GLOBAL FINANCIAL INSTITUTIONS Chandru Badrinarayan Executive Director and Head, Client Coverage, South Asia MSCI Nilanjan Das, CFA Head, Wealth Management Centre Mumbai Deutsche Bank Amit Chakrabarty, Moderator Director, Institutional Partnerships India CAREERS IN EQUITY Prasun Gajri, CFA Chief Investment Officer HDFC Standard Life Insurance Company Limited Pramod Gubbi, CFA Managing Director and Head, Institutional Equities Ambit Capital Private Limited Gaurav Jaitly, CFA Head, Equities Goldman Sachs (India) Securities Private Limited Jayesh Gandhi, CFA, Moderator President NETWORKING LUNCH MEET AND GREET WITH INDUSTRY EXPERTS RECORDED VIDEO MESSAGE Sunil Singhania, CFA Global Head, Equities Reliance Capital Limited Gajendra Kothari, CFA Managing Director and Chief Executive Officer Etica Wealth Management Private Limited Nick Pollard Managing Director, Asia Pacific Vikash Punglia, CFA Director and Head, Morningstar Indexes Morningstar India Private Limited Ravi Raman Managing Director and Chief Operating Officer InfraHedge Limited Alroy Lobo, CFA Chief Executive Officer, Listed Strategies Kotak Investment Advisors Limited Navneet Munot, CFA Chief Investment Officer SBI Funds Management Private Limited

2 TIME 15:00-15:40 15:40-16:20 16:20-16:25 16:25 SESSION AND SPEAKERS CAREERS IN FIXED INCOME Sunaina da Cunha, CFA Fund Manager Fixed Income, Investments Birla Sun Life Asset Management Company Limited Mahendra Jajoo, CFA Head, Fixed Income Mirae Asset Global Investments (India) Private Limited Biharilal Deora, CFA, CIPM, Moderator Partner BDVG & Associates OPPORTUNITIES AND ATTRIBUTES REQUIRED TO BUILD A REGIONAL (APAC) CAREER Vijay Vaishnav Cofounder and Managing Director Indusion Consulting Services Private Limited VOTE OF THANKS Amit Khurana, CFA Hiren Chandaria, CFA CONFERENCE CLOSE Rajeev Radhakrishnan, CFA Head, Fixed Income and Fund Manager SBI Funds Management Private Limited Shameek Ray, CFA Head, Debt Capital Markets ICICI Securities Primary Dealership Limited NOTE: Conference agenda is subject to change without notice. CFA Society India 8 TH INDIA INVESTMENT CONFERENCE SAVE THE DATE FRIDAY, 12 JANUARY #IndiaInvConf

3 SPEAKERS CONFERENCE OPENING AND WELCOME JAYESH GANDHI, CFA President Jayesh Gandhi, CFA, is president of (volunteer) and a senior portfolio manager at Birla Sun Life Asset Management Company. He has over 15 years of experience in equity research and investment and previously served as lead portfolio manager for the India on-shore business at Morgan Stanley Investment Management. Mr. Gandhi holds the chartered accountant designation from the Institute of Chartered Accountants of India, a bachelor s degree in commerce from the University of Mumbai, and a master s in international management from the Thunderbird School for Global Management. NICK POLLARD Managing Director, Asia Pacific Nick Pollard joined in 2016 as managing director for Asia Pacific and is responsible for working with all stakeholders, increasing the number of candidates entering and moving through the organisation s credentialing programs, and working with institutional partners (employers) throughout the region. Mr. Pollard 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. Previously, he was chief executive officer of The Royal Bank of Scotland s Coutts Asia division and, most recently, head of International Learning and Professional Development for Coutts International. Mr. Pollard earned his bachelor of arts degree from University College, London and is a member of the Private Wealth Management Association. CFA INSTITUTE CAREER SERVICES AND TOOLS HEATHER PACKARD Director, Career Management Heather Packard is director of career management at and is accountable for leading and developing the organisation s provision of career services and resources for members, candidates, and member societies. Previously, she was the managing partner at Trilogy Corporation of Virginia, where she was responsible for developing and cultivating a regional territory for telecommunications and network integration sales. She also served as the coordinator of collections for the science and engineering libraries at the University of Virginia. Ms. Packard holds a BA in English and Spanish literature from the University of Tennessee, Knoxville and an MA in Spanish literature from the University of Virginia. BUILDING A SUCCESSFUL CAREER LUIS MONIZ Executive and Career Coach FrontRunner Career Advisors Luis Moniz is a career and executive coach focussed on developing senior and middle management executives since 2010, and has a strong track record of corporate experience of over two decades. Mr. Moniz also conducts specialised workshops and has been involved in assessment of culture and high-potential talent in corporations. He is the author of Uncornered Learnings from The Corner Office, for which he interviewed over 40 super achievers. Mr. Moniz was the president of the Association of Mumbai Coaches from , continues to be on its managing committee, and is a certified coach. He holds an MBA from the Indian Institute of Management Ahmedabad and a master s in finance from the University of Illinois at Urbana-Champaign.

4 PANEL: WEALTH MANAGEMENT AND ALTERNATIVE INVESTMENTS SAMEER CHHABRA, CFA Director, Investment Solutions Group Julius Baer Wealth Advisors (India) Private Limited Sameer Chhabra, CFA, is director of the Investment Solutions Group at Julius Baer Wealth Advisors (India) Private Limited, where he oversees the alternative asset products business and product offerings for clients. Previously, he worked with ICICI Securities, where he was responsible for devising investment outlooks and strategies for financial advisers. Mr. Chhabra has nearly 15 years of experience in the financial services industry in debt capital markets, consumer banking, and wealth management. He holds a bachelor s degree in engineering from the University of Pune and a postgraduate diploma in management from the Goa Institute of Management. MANISH CHOURASIA, CFA Chief Executive Officer Tata Cleantech Capital Limited Manish Chourasia, CFA, is the chief executive officer of Tata Cleantech Capital Limited (TCCL), a joint venture between Tata Capital and International Finance Corporation (IFC), Washington, DC, United States. He has over 20 years of experience in origination, credit risk assessment, and syndication in the Asia Pacific region. Previously, as chief executive officer of IL&FS Infra Asset Management Limited, he led the initiative to launch India s first infrastructure debt fund, and, most recently, he served as alternate chief executive and head of wholesale banking at ICICI Bank, Hong Kong. Mr. Chourasia has a degree in mechanical engineering from Indian Institute of Technology Roorkee and earned his MBA from the Faculty of Management Studies, University of Delhi. GAJENDRA KOTHARI, CFA Managing Director and Chief Executive Officer Etica Wealth Management Private Limited Gajendra Kothari, CFA, is managing director and chief executive officer at Etica Wealth Management Private Limited. Previously, he was vice president and head of products for the Portfolio Management Division at UTI Mutual Fund and business development head for the UK and European markets for UTI International. Mr. Kothari has more than 10 years of experience encompassing both Indian and overseas capital markets. He was featured in the ebook, Top 10 Financial Planners in India, by jagoadvisor.com, and received the Wealthforum Rising Star Award He holds the chartered alternative investment analyst (CAIA) and international certificate in financial advice (ICFA) designations and earned an MBA from the International Management Institute, New Delhi. ANIL GHELANI, CFA MODERATOR Senior Vice President DSP BlackRock Anil Ghelani, CFA, is head of products and passive investments at DSP BlackRock. Previously, he served as the business head and chief investment officer at DSP BlackRock Pension Fund Managers and as a member of the risk and quantitative analysis team at DSP BlackRock Mutual Fund responsible for monitoring of portfolio risk and buy-side credit research on companies. He has also worked at IL&FS Asset Management Company and S.R. Batliboi & Associates. He serves as a director (volunteer) on the board of and is responsible for the Membership Committee. PANEL: GLOBAL FINANCIAL INSTITUTIONS CHANDRU BADRINARAYANAN Executive Director and Head, Client Coverage, South Asia MSCI Chandru Badrinarayanan is executive director and head of client coverage for South Asia at MSCI, where he is responsible for MSCI s Index and Analytics business. Mr. Badrinarayanan has over 30 years of experience covering manufacturing, sales, banking, debt markets, journalism, fixed-income research, risk-management analytics, credit ratings, indexing, and more. Previously, he spent 12 years at CRISIL Limited, where he held several director-level roles and is credited with the development of the CRISIL Bond Indexes, a benchmark used by asset managers in India. Mr. Badrinarayanan is a chartered financial analyst from ICFAI, a certified associate of the Indian Institute of Bankers, and an alumnus of INSEAD.

5 NILANJAN DAS, CFA Head, Wealth Management Centre Mumbai Deutsche Bank Nilanjan Das, CFA, is head of Deutsche Bank s Wealth Management Centre in Mumbai, India. He has over 20 years of experience in investment management equities, credit, and quant products, in Indian and global markets. Previously, Mr. Das served as head of Private Banking Investment Strategy and the Research Centre at Credit Suisse and as co-head of J.P. Morgan s Global Research Centre. He has also worked at ICICI Bank, where he set up a global proprietary investment book and was also a corporate banker, and at ICRA, where he served as a credit rating analyst. Mr. Das volunteers in various roles for the Research Challenge program. He holds a bachelor s degree from the Indian Institute of Technology Kharagpur and a postgraduate diploma in management from the Indian Institute of Management Bangalore, and is a financial risk manager (FRM). VIKASH PUNGLIA, CFA Director and Head, Morningstar Indexes Morningstar India Private Limited Vikash Punglia, CFA, is director and head of Morningstar Indexes at Morningstar India Private Limited in Mumbai, where he and his teams build and manage investment solutions. Mr. Punglia has more than 13 years of experience in credit and fraud risk modeling and building rules-based smart beta investment products for global markets. Previously, he worked with MSCI s New Product Development team and American Express s Fraud Risk Analytics and Institutional Credit Risk Management teams. Mr. Punglia has a bachelor s degree in mechanical engineering from the Sardar Vallabhbhai National Institute of Technology and holds an MBA in business economics from the University of Delhi. He holds the chartered alternative investment analyst (CAIA), financial risk manager (FRM), and Fundamentals of Sustainability Accounting (FSA) credentials. RAVI RAMAN Managing Director and Chief Operating Officer InfraHedge Limited Ravi Raman is a member of the founding team of InfraHedge Limited, where he is managing director and chief operating officer (COO), heading operations and technology for the managed accounts platform of State Street. Mr. Raman is an active member and the current chair of the Diversity and Inclusion Council of the National Association of Software and Services Companies. Previously, Mr. Raman was the global CRO and chief compliance officer at Butterfield Fulcrum, the COO of Oracle BPO, and the head of risk management at Infosys BPO. He has over 30 years of experience in the areas of banking, technology, and insurance. Mr. Raman received a bachelor s degree in engineering from the Indian Institute of Technology Madras and a postgraduate diploma in management from the Indian Institute of Management Calcutta. AMIT CHAKARABARTY MODERATOR Director, Institutional Partnerships India Amit Chakarabarty is director for Institutional Partnerships for in India. He leads the organisation s efforts in India and South Asia to raise the profile of its portfolio of programs and services amongst leading institutions. Previously, he was director of investment banking with HSBC, where he acted as strategic adviser to domestic and international clients on capital market and mergers and acquisitions transactions. He also played a leading role in some significant infrastructure sector initiatives in India. Mr. Chakarabarty has lived and worked across the three major continents of Asia Pacific, North America, and Europe based out of Singapore, New York, and London respectively. He has an engineering degree from Bhopal University, India, and earned his MBA from the University of Virginia Darden School of Business. PANEL: CAREERS IN EQUITY PRASUN GAJRI, CFA Chief Investment Officer HDFC Standard Life Insurance Corporation Limited Prasun Gajri, CFA, is the chief investment officer of HDFC Standard Life Insurance Corporation Limited, where he is responsible for the management of funds for the company across various asset classes and is part of the Executive Committee. A finance and investment professional with over 22 years of industry experience, he previously worked with Tata AIG Life as the chief investment officer and with Citibank in various roles, including securities services and corporate banking. Mr. Gajri holds a bachelor s degree in engineering (honours) from Punjab Engineering College, Chandigarh and a postgraduate diploma in management from the Indian Institute of Management Ahmedabad.

6 PRAMOD GUBBI, CFA Managing Director and Head, Institutional Equities Ambit Capital Pramod Gubbi, CFA, leads the institutional equities business at Ambit Capital. Previously, he was the director of Indian equity sales at Execution Noble and the director of India operations at Clear Capital. Mr. Gubbi has also worked at HCL Technologies and Phillips. He has over 15 years of experience across diverse sectors and markets. Mr. Gubbi earned a bachelor s degree in engineering from the National Institute of Technology Karnataka, and an MBA from the Indian Institute of Management Ahmedabad. GAURAV JAITLY, CFA Head, Equities Goldman Sachs (India) Securities Private Limited Gaurav Jaitly, CFA, is the head of equities at Goldman Sachs (India) Securities Private Limited. He joined Goldman Sachs in 2010 and was primarily responsible for covering institutional equity clients in the United States. Previously, Mr. Jaitly was a research analyst covering US telecommunication companies at UBS in New York and Indian telecommunication companies for Reliance Equities in India. He earned an MBA from the New York University Leonard N. Stern School of Business. ALROY LOBO, CFA Chief Executive Officer, Listed Strategies Kotak Investment Advisors Limited Alroy Lobo is a Kotak veteran with nearly 25 years of experience in the Indian equity market. He currently heads listed strategies at Kotak Investment Advisors Limited. Previously, he spent eight years as global head and chief strategist equities asset management, in charge of equity strategy for the Kotak Mahindra Group. Mr. Lobo has also spent about 14 years in the institutional equities business at Kotak Securities, advising global institutional investors. He is an accomplished Chartered Financial Analyst charterholder from, and is a gold medalist chartered financial analyst from ICFAI. Mr. Lobo was a first ranker in the masters in management studies (finance) programme from Sydenham Institute of Management, Mumbai. He holds a bachelor s degree in mechanical engineering from the Regional Engineering College, Srinagar, where he was a gold medalist. NAVNEET MUNOT, CFA Chief Investment Officer SBI Funds Management Private Limited Navneet Munot, CFA, is chief investment officer at SBI Funds Management, where he is responsible for overseeing investments across various asset classes in mutual funds and segregated accounts. In his previous assignment, he was the executive director and head of multi-strategy boutique at Morgan Stanley Investment Management. Prior to joining Morgan Stanley, Mr. Munot worked as chief investment officer, fixed-income and hybrid bunds, at Birla Sun Life Mutual Fund. He is on the board of. Mr. Munot is also the cochair of capital market committee of Indian Merchants Chamber. He is a postgraduate in accountancy and business statistics, holds the Chartered Accountant and Financial Risk Manager designations, and is a CAIA charterholder. RECORDED ADDRESS SUNIL SINGHANIA, CFA Global Head, Equities Reliance Capital Limited Sunil Singhania, CFA, is global head, equities at Reliance Capital Ltd., where he oversees equity assets and provides strategic inputs across the Reliance Capital Group of companies, including asset management, insurance, alternative investment funds, and offshore assets. Previously, as chief investment officer, equities, he led equity schemes for Reliance Mutual Fund. Mr. Singhania served as a director on the Board of Governors of, and he currently serves as chair of the investment committee and as a member of the nominating committee. Additionally, he sat on the Standards and Practice Council of. Mr. Singhania was a founder of the Indian Association of Investment Professionals (now ) and served as its president for eight years. Mr. Singhania graduated with a degree in commerce from the University of Mumbai and completed his Chartered Accountancy from the ICAI, Delhi with an all-india rank.

7 PANEL: CAREERS IN FIXED INCOME SUNAINA DA CUNHA, CFA Fund Manager Fixed Income, Investments Birla Sun Life Asset Management Company Limited Sunaina da Cunha, CFA, is a fund manager at Aditya Birla Sun Life Asset Management Company Limited where she is part of the fixed-income team. She has nearly 14 years of experience in investment management. Previously, she worked at Aditya Birla Management Corporation Limited as a group management trainee. Ms. da Cunha holds an MBA degree from the Faculty of Management Studies, University of Delhi. MAHENDRA JAJOO, CFA Head, Fixed Income Mirae Asset Global Investments (India) Private Limited Mahendra Jajoo, CFA, is currently the head of fixed income at Mirae Asset Global Investments (India) Private Limited. Previously, he was executive director and chief investment officer of fixed income at Pramerica Asset Managers Private Limited. He has over 20 years of work experience in financial services and capital markets, including stints at ABN AMRO and ICICI. Mr. Jajoo is a silver medalist associate chartered accountant from the Institute of Chartered Accountants of India, a Chartered Financial Analyst from, and associate company secretary from the Institute of Company Secretaries of India. RAJEEV RADHAKRISHNAN, CFA Head, Fixed Income and Fund Manager SBI Funds Management Private Limited Rajeev Radhakrishnan, CFA, joined SBI Funds Management Private Limited as a fixed-income portfolio manager in 2008 and currently heads the fixed-income desk. Previously, he was a co-fund manager for fixed-income with UTI Asset Management for seven years. Mr. Radhakrishnan is an engineering graduate and holds a master s degree in finance from the University of Mumbai. SHAMEEK RAY, CFA Head, Debt Capital Markets ICICI Securities Primary Dealership Limited Shameek Ray, CFA, is head of Debt Capital Markets at ICICI Securities Primary Dealership Limited, a leading primary dealer active in primary corporate bond issuance, trading of sovereign and corporate securities, derivatives, fund management, and economic research. He heads a team of investment bankers that structures and executes rupee debt funding for corporations in Indian debt capital markets. Mr. Ray has more than 20 years of experience in Indian debt markets, working with both institutional investors and corporate issuers across origination and sales functions. He takes keen interest in corporate bond market building initiatives and has been a regular participant with the Securities and Exchange Board of India Corporate Bond and Securitisation Advisory Committee. He earned an MBA from the Indian Institute of Management Bangalore and is a member of. BIHARILAL DEORA, CFA, CIPM MODERATOR Partner BDVG & Associates Biharilal Deora, CFA, CIPM, is a partner at BDVG & Associates and is an investment management professional with over 15 years of experience in credit research, strategy, and business analysis. He also serves as an adviser to various single-family offices on credit investments and governance related issues. A rank holder chartered accountant, Mr. Deora has worked at global firms such as Sutherland, Fidelity, Credit Suisse, and Reliance Industries. He has diplomas in information system audit and international financial reporting standards from ICAI and ACCA, UK, respectively. He also holds the CFP (FPSB India), CIWM (AIWM Switzerland), and CIPM () designations. Mr. Deora also serves as a visiting faculty at various higher education institutes.

8 OPPORTUNITIES AND ATTRIBUTES REQUIRED TO BUILD A REGIONAL (APAC) CAREER VIJAY VAISHNAV Cofounder and Managing Director Indusion Consulting Services Private Limited Vijay Vaishnav is the cofounder and managing director of Indusion Consulting Services Private Limited, an executive search firm focused on senior management hiring. He has over 20 years of entrepreneurial and professional experience and has also worked with an advertising and consulting firm that caters to the financial sector. Previously, Mr. Vaishnav was the cofounder and director of Talent Trackers. He has a bachelor s degree in commerce from the University of Mumbai. Connect. Learn. Advance. Searching for a job just got easier. The new Career Center gives members and candidates exclusive access to relevant job opportunities from around the globe along with careerspanning developmental resources, all on a single platform. Whatever your professional goals, the Career Center has the resources you can use to achieve them. careers.cfainstitute.org