Events

Session LOS Participants will gain a holistic understanding of goals-based investing, covering the integrated investment process, portfolio efficiency, risk attribution, investment selection, and money-based performance evaluation. The session will equip...

Session Overview In this workshop, participants will be able to understand and apply AI and Large Language Models (LLMs) to enhance key wealth management and investment workflows. They will learn how to leverage AI for research automation, asset allocation,...

EVENT DETAILS Date- 19th September 2026 Time- 10:00 AM to 4:00 pm Venue- Vivanta Bengaluru Residency Road.   Session 1: The AI-enabled Wealth Manager: Applications, Risks and the Human Edge 2-hour Practical Masterclass by Kashyap Kompella, CFA Session...

Overview CFA Society India invites you to join with Mr. S. Bharath, Head of Equity, Sundaram Mutual Fund, as he shares his perspective on building wealth through disciplined, long-term equity investing. Gain insights into identifying high-quality businesses,...

Session Overview In this session on Global Investment Opportunity and Risks, Natraj aims to break some misconceptions about international exposure, explain reasons to consciously build a non-India exposure, the important role of passives in global allocation while...

CFA Society India is pleased to invite you for a session with Mr. Arun Veerapan, Analyst and MD at Pāri Washington. The session will discuss Mr. Arun’s investment journey in the Indian Equities Market. EVENT DETAILS Date- 21st August 2026 Time- 6:00 pm to...

IWMC 2026: Built To Last – From Builders to Stewards Indian Association of Investment Professionals (CFA Society India), in collaboration with CFA Institute, is pleased to host the 11th India Wealth Management Conference.India has never compounded wealth at...

Session Overview: Take a step back from autopilot and gain clarity on what truly matters in your professional journey. Join us for an insightful session with Joshua Davies, Lead Conversation Architect, Knowmium, moderated by Vivian Dsouza, Membership Manager,...

Session Overview: Over the past few years, India’s financial landscape has witnessed a structural shift. As banks faced regulatory tightening and traditional NBFCs reshaped their balance sheets, Private Credit emerged as one of the fastest-growing asset classes...