Events

Good communication is more than good writing. Learn how to shape ideas with clarity, purpose, and impact. In investment management and financial services, having a strong idea is only part of the job. The ability to communicate that idea clearly, purposefully,...

10th Value Investing Pioneers Summit “If I have seen further, it is by standing on the shoulders of giants.” — Isaac Newton Investing is a journey where experience compounds—not only through our own successes and failures, but also through the wisdom of...

Session Overview “We are pleased to welcome Mr. Dhruv Jhanwar, CEO of Trishakti Industries. He will guide us through the inner workings of the crane industry, covering key topics such as market size, leading manufacturers, crane types, top Indian players,...

Session Overview AI is easy to start using. Using it reliably for serious research is much harder. It is probably closer to learning Excel or financial modelling than learning to use a smartphone. You can get started quickly, but getting consistently good results...

Join us in our monthly Zoom webinar series, “Research Paper Discussion”, where we’ll dissect influential research papers on capital markets! About the Paper: The end of ESG Author: Alex Edmans ESG is extremely important because it’s...

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- 9:30 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...