Friday, 13 January 2017
08:20-08:50
Registration
08:50-09:15
Conference Opening and Welcome
Message on behalf of CFA Society India
Saurav Mishra, CFA
Director and Treasurer
CFA Society India
Message on behalf of CFA Institute
Nick Pollard
Managing Director, Asia Pacific
CFA Institute
09:15-10:30
Generating Alpha in a Divergent World
Peter Berezin
Chief Strategist
BCA Research
Moderator: Navneet Munot, CFA
Chief Investment Officer
SBI Funds Management Private Limited
10:30-11:30
Generating Alpha Using Economic Moats
Heather Brilliant, CFA
Chief Executive Officer
Morningstar Australasia
Moderator: Amit Khurana, CFA
Head of Equities and Research
Dolat Capital Market Private Limited
11:30-12:00
Networking Coffee Break
12:00-13:00
The Future of Financial Advice
Jonathan B. Stein, CFA
Chief Executive Officer and Founder
Betterment
Moderator: Madhu Veeraraghavan
T.A. Pai Chair Professor of Finance
T.A. Pai Management Institute (TAPMI)
13:00-14:00
Networking Lunch
14:00-14:50
China’s Economic Challenges for the Next Decade
Andy Xie
Independent Economist
Moderator: Saurabh Mukherjea, CFA
Chief Executive Officer
Ambit Capital Private Limited
14:50-15:50
Executive Panel: Asia Growth Outlook and Asset Allocation
Aaron Low, CFA
Principal
Lumen Advisors
Sunil Singhania, CFA
Chief Investment Officer, Equity Investments
Reliance Nippon Life Asset Management Ltd
Andy Xie
Independent Economist
Charles Yang, CFA
Managing Director
Tokio Marine Asset Management
Moderator: Saurabh Mukherjea, CFA
Chief Executive Officer
Ambit Capital Private Limited
15:50-16:20
Networking Coffee Break
16:20-16:30
State of the Investment Industry
Paul Smith, CFA
President and Chief Executive Officer
CFA Institute
16:30-17:45
Closing Keynote Address: Generating Alpha by Managing Unquantifiable Risks: Politics, Policy, and Geopolitics
Philippa Malmgren
President and Founder
DRPM Group
Moderator: Jayesh Gandhi, CFA
Senior Portfolio Manager
Birla Sun Life Asset Management Company
17:45-17:55
Closing Remarks
Vidhu Shekhar, CFA
Country Head, India
CFA Institute