Events
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From Spreadsheets to Strategy: A Pragmatic Approach to Dynamic Portfolio Allocation
- July 8, 2025
- Posted by: vidhi@india.cfasociety.org
- Category:
No CommentsJoin us for “From Spreadsheets to Strategy: A Pragmatic Approach to Dynamic Portfolio Allocation,” an interactive, case study–driven session designed for seasoned investment professionals. This deep-dive will explore how portfolio are constructed in... -
Implementing Benjamin Graham’s Special Situations Framework in Conventional Investment Strategies
- July 8, 2025
- Posted by: vidhi@india.cfasociety.org
- Category:
CFA Society India is delighted to host Prof. Sanjay Bakshi for a session on “Implementing Benjamin Graham’s Special Situations Framework in Conventional Investment Strategies.” Join us for an insightful discussion as Prof. Bakshi explores how Graham’s... -
Workshop on Setting up an Investment Services Practice | Hyderabad
- July 3, 2025
- Posted by: vidhi@india.cfasociety.org
- Category:
CFA Society India is hosting Mr. Biharilal Deora, CFA, CIPM for a Workshop on Setting up an Investment Services Practice. Join us for this workshop EVENT DETAILS: DATE: Saturday, 25th July , 2025 TIME: 6:00 pm Onwards Registrations Start Venue: LSEG ,Level 12,... -
Networking Lunch- Let’s Get Together | Ahmedabad
- July 3, 2025
- Posted by: vidhi@india.cfasociety.org
- Category:
CFA Society India is pleased to organize a Networking Lunch in your city exclusively for all the Members, based out of Ahmedabad Chapter. An afternoon to acknowledge your journey as a CFA charterholder, Candidates so far, network with your community & to plan... -
Dynamic Gems- The Art and Science behind Identifying Gems | Kolkata
- June 27, 2025
- Posted by: vidhi@india.cfasociety.org
- Category:
CFA Society India is pleased to host Mr. Sandeep Jain, Co-founder of Tradeswift for an engaging session on uncovering high-potential stocks—what he calls “dynamic gems.” Blending fundamental analysis with market intuition, Mr. Jain will share insights into... -
Cross Border M&A & key considerations | Kolkata
- June 13, 2025
- Posted by: vidhi@india.cfasociety.org
- Category:
The CFA Society India is delighted to extend an invitation to you for a session on Cross Border M&A & key considerations featuring Mr. Gautam Badalia. He will touch upon two key aspects during his discussion: • The strategic, legal, and financial factors... -
Strike Up a Conversation – Mumbai Bowling Edition!
- June 10, 2025
- Posted by: vidhi@india.cfasociety.org
- Category:
CFA Society India is back with one of its most fun-filled events – but this time, it’s in Mumbai! Join us for a lively Saturday of bowling, banter, and bonding at SMAAASH. Forget the spreadsheets and market updates for a bit and join us for a fun-filled... -
Meet an Employer: Career Opportunities At BOB Capital Markets| Online
- June 9, 2025
- Posted by: vidhi@india.cfasociety.org
- Category:
Role- Institutional Equity Research Associate BOBCAPS is hiring! The company is looking for dynamic individuals to join it’s Institutional Equity Research team in Mumbai (work from office). Research associate will work closely with research team serving top... -
Ground up: Lessons from the Frontlines of wealth advisory
- June 9, 2025
- Posted by: vidhi@india.cfasociety.org
- Category:
Join us for an evening of insightful, practitioner-led conversations on building and scaling a wealth advisory practice in India. Curated for wealth professionals, advisors, and finance enthusiasts, this event features three focused sessions from industry leaders... -
Integrating ESG analysis into the investment process by Mohan Prabhu, CFA | Chennai
- May 30, 2025
- Posted by: vidhi@india.cfasociety.org
- Category:
The CFA Society India is delighted to extend an invitation to you for an Integrating ESG Analysis into the investment process workshop featuring Mohan Prabhu, CFA. Workshop Focus: Key Learning Objectives of the Workshop: Understanding various ESG Risks and their...