Events

  For over a decade, the confluence of high economic growth, low-interest rates, rapid technological advances, and relatively uninterrupted globalization has benefitted global wealth creation. Unsurprisingly, India too has profited in this Goldilocks decade...

    “Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria. The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.” An investment manager and niece of...

Mumbai, January 2022: Focusing on the theme – “Investing in an era of disequilibrium”, the 12th India Investment Conference, hosted by the CFA Society India explored the disruptive forces that are shaping the investment management industry today. The...

CFA Society India, in collaboration with CFA Institute, the Global Association of Investment Professionals, hosted its 3rd India Fixed Income Summit 2021 during December 17 – 18, 2021. The virtual conference provided an excellent opportunity for over 260...

  Markets are rarely ever in equilibrium and profits are reaped only when there are huge imbalances identified by astute investors. Still, while these have been a one-off event, the effect of the pandemic and the various geopolitical events have created a...

  Bengaluru: CFA Society India, in collaboration with CFA Institute, the Global Association of Investment Professionals, hosted its 4th India Fintech Conference 2021 during September 24, 2021 – September 25, 2021. The theme of this year’s conference...

  Philip is writing a book titled – ‘Allocator’s edge’ lined up for the release in November 2021. In this session, he started by giving a context of how he got into writing this book in order to highlight his views on the topic. Phil is a part of...

  Despite the pandemic in the last one and a half years, there’s been a growth in all the categories of investors such as HNWI, mass affluent, or the retail investors. However, with the arrival of fintechs, wealthtechs, and the new customer segments...

  Sustainability is a slow moving but unstoppable train and it has just started to pick up pace at the back of COVID-19, Climate change and Social Change. Insurance companies are huge players in financial markets and therefore recipients and impactors of...

  What does it actually take to build a career in what is perhaps the most fertile space within the financial services – Wealth & Portfolio Management? Kishor Bagri, CFA addressed this question and talked about growth oriented career prospects in...