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

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

Chief Executive Officer
Morningstar Australasia

Moderator: Amit Khurana, CFA
Head of Equities and Research
Dolat Capital Market Private Limited

12:00-13:00

The Future of Financial Advice

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

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

16:20-16:30

State of the Investment Industry

President and Chief Executive Officer
CFA Institute

16:30-17:45

Closing Keynote Address: Generating Alpha by Managing Unquantifiable Risks: Politics, Policy, and Geopolitics

President and Founder
DRPM Group

Moderator: Jayesh Gandhi, CFA
Senior Portfolio Manager
Birla Sun Life Asset Management Company

17:45-17:55

Closing Remarks

Country Head, India
CFA Institute