14th India Investment Conference | Mumbai

14th India Investment Conference | Mumbai

  • January 12, 2024
  • 8:30 - 17:30
  • Taj Lands End, Mumbai

Dr. Subba Rao Duvvuri (Subba)

Subba Rao Duvvuri served as the Governor of the Reserve Bank of India (RBI) for five years (2008-13). Prior to that, he was Finance Secretary to the Government of India (2007-08) and Secretary to the Prime Minister’s Economic Advisory Council (2005-07). Subbarao joined the Indian Administrative Service (IAS) in 1972, topping the highly competitive civil services entry examination in that year. As a career civil servant, he worked in various positions in the state government of Andhra Pradesh and in the federal government of India. He was a Lead Economist in the World Bank (1999 - 2004). Subbarao studied Physics at the Indian Institute of Technology, Kharagpur and later at the Indian Institute of Technology, Kanpur (1972). He went to Graduate School at Ohio State University (1977-78) where he earned an MS in Economics and was subsequently a Fulbright Scholar at MIT (1982-83) studying Public Finance. He got his doctorate in Economics from Andhra University (1998). The global financial crisis erupted in mid-September 2008 just about a couple of weeks after Subbarao assumed office as governor of the Reserve Bank of India, and he led the effort to mitigate the impact of the crisis on the Indian economy and to institute economic and financial sector reforms reflecting the lessons of the crisis. Subbarao was alternate governor for India on the Governing Boards of the World Bank and the IMF.  Subbarao’s book “Who Moved My Interest Rate” chronicling his experiences in leading the Reserve Bank of India through five turbulent year is best known for the way he explained the policy dilemmas and challenges facing an emerging economy central bank in a globalized world. After stepping down as Governor, RBI, Subbarao was a Distinguished Visiting Fellow at the National University of Singapore (2014-18) and the University of Pennsylvania (2019-20). He is currently a Senior Fellow at the Jackson School of Global Affairs at Yale University.

Hiren Dasani, CFA

Hiren is co-head of Emerging Markets Equity and lead portfolio manager of Goldman Sachs Asset Management’s (GSAM) India Equity strategies. Prior to assuming his current role, he was head of India Equity based in Mumbai, with primary research responsibility for the Financials sector. Hiren joined the firm as an executive director in 2007 and was named managing director in 2017. Before joining the firm, Hiren was a sellside research analyst covering the Indian banking and Financial Services sector at SSKI Securities. Prior to that, he spent one year at Prudential ICICI as a credit and economy analyst and assistant fixed income fund manager and three years at UTI Bank in Corporate Credit. Earlier in his career, Hiren worked at Dorf Ketal Chemicals, a specialist chemical company, for two years. Hiren earned a Bachelor of Engineering (Chemical) from the MS University of Baroda in 1997 and a PGDM in Finance and Marketing from the Indian Institute of Management, Kozhikode in 2001. He earned the Chartered Financial Analyst designation in 2008.

I.V. Subramaniam, CFA “Subbu”

I.V. Subramaniam (Subbu) – MD and Group Head – Equities (QAS India), has 30 years of experience in the Indian capital markets including 4 years in global equity research. He is a CFA Charter holder. Since June 2000, Subbu has managed India-dedicated portfolios for India-based clients and since 2005, he has managed India-dedicated portfolios for international clients. Subbu began his career in 1989 and gained experience in capital markets. With a deep desire to do equity research and be part of a team that places “Client interests first”, Subbu joined Quantum in 1996 endorsing the found Ajit Dayal’s vision to help the Indian financial markets move from a lower level of orbit to a higher level of orbit – and to ensure that investors (foreign and local) were able to participate in generating sensible, risk-adjusted returns from India’s economic growth. While Subbu began his career as a research analyst, his understanding of portfolio construction and his perseverance later in his career of a CFA prepared the ground for Subbu to become the CIO of Quantum Advisors in 2007 and Managing Director in 2013. The partnership from 1997 to 2004 with Tom Hansberger - a co-founder of Templeton, Galbraith & Hansberger – enabled Subbu to understand the importance of research and investments process on a global platform and to modify and implement those processes for the India-focused, long-term. value equity portfolio built at Quantum Advisors with an audited track record since 2000. Ajit Dayal and Subbu are the longest-serving portfolio team in India – they have worked together for 26 years

Navdeep Suri

Navdeep Suri has had a 36-year long career in theIndian Foreign Service. He served in India’sdiplomatic missions in Cairo, Damascus, Washington,Dar es Salaam and London. He was India’s ConsulGeneral in Johannesburg, High Commissioner toAustralia and Ambassador to Egypt and the UAE. Healso headed West Africa and Public Diplomacydepartments in India’s Ministry of External Affairs.

Nithya Easwaran

Nithya has over 25 years of rich experience in financial services. She is Managing Director of Multiples Alternate Asset Management, a private equity platform with AUM of over US$ 2 billion. Nithya joined Multiples in 2010 and leads the financial services and fintech investing practice. She is a Director on the Board of Multiples and a part of the Investment Committee. Nithya developed Multiples’ proprietary framework - Leadership Energy Level - to analyze DNA of entrepreneurs. Nithya is a Director on the Board of Arvind Fashions, APAC Financial Services, Kogta Financial , Acko Technology , Niyo Solutions , TI Clean Mobility and DAM Capital Advisors. She is also a member of the Board of Governors of IIM, Lucknow and an Independent Director on the Board of Zerodha Asset Management Company. She is a founding member of the India Chapter of Bloomberg Women’s Buyside Network and works closely with WIN PE in coaching young women professionals in investing. The Association of International Wealth Management of India featured her amongst India’s Top 100 Women in Finance 2020. Prior to joining Multiples, Nithya had a 14-year banking career across Citibank and ICICI focused on structured finance. In her banking stint, she has pioneered several unique securitizations, mezzanine debt and leveraged finance transactions. She holds an engineering degree from VJTI, Mumbai and an MBA from IIM, Lucknow. Nithya enjoys spending time with her teenage son, loves reading and connecting with nature. She dedicates time over the weekends for teaching Maths to disadvantaged children.

Ravi Dharamshi

Ravi Dharamshi is the Founder & CIO of ValueQuest Investment Advisors. He has an MBA in Finance from McCallum Business School, US. He returned from the US after a brief internship stint at Salomon Smith Barney. He has been associated with the Indian stock markets for over 21 years. After graduating, he worked his way up through the stock market business, spending four years at RARE Enterprises under the aegis of Rakesh Jhunjhunwala and Utpal Sheth, where he was involved with in-depth research and private equity deals. With an enviable track record in stock picking and his ability to take bold calls, he has been instrumental in generating outsized investment returns. Ravi is the founder & leads the overall Investment Strategy at ValueQuest. ValueQuest has been ranked as one of the best performers over in PMS AIF World 10+ year category.

Sailesh Raj Bhan

Sailesh Raj Bhan is CIO - Equity Investments at Nippon India Mutual Fund. He has over 27 years of experience in Indian Equity Markets with over 19years at Nippon Life India Asset Management Limited. An MBA in Finance and CFA by qualification, he has been managing multiple flagship funds namely, Nippon India Large Cap Fund, Nippon India Multi Cap Fund& Nippon India Pharma Fund for over 15 years.

Sanjay Agarwal

Mr. Sanjay Agarwal is a pioneer in the realm of banking and the visionary founder, MD & CEO of AU Small Finance Bank (AU SFB).  A merit holder Chartered Accountant, Mr. Agarwal embarked on his journey by founding Au Financiers in 1996. For over two decades, this institution catered to the financial needs of small entrepreneurs and underserved individuals in rural and semi-urban areas. In 2017, AU SFB, transformed from an asset financing NBFC to a small finance bank in 2017. Today, AU SFB stands tall as one of India's largest small finance banks with operations extending across 1,038+ banking touchpoints, serving 41.3 lakh+ customers with an employee base of 28,446 employees. In addition to his remarkable achievements as a banking luminary, Mr. Agarwal is a dedicated philanthropist who strives to bring positive change to the lives of the less privileged. He serves as the driving force behind the Sanjay & Jyoti Agarwal Foundation, a non-profit organization he founded in 2018. He believes in being an integral part of this nation’s journey towards economic prosperity.

Sankaran Naren

Sankaran Naren has been associated with the AMC since October 2004, playing a pivotal role in overseeing the entire investment function across the mutual fund and the international advisory businesses of the company. Commencing his journey with the AMC in 2004 as a fund manager, Naren has progressed through various roles within the investment function, ultimately assuming the position of Chief Investment Officer. His leadership has been instrumental in building strong investment processes, contributing to the AMC’s consistent and sustainable performance across various product categories. Currently, he manages some of the flagship schemes of ICICI Prudential Mutual Fund. Naren comes with a rich experience spanning three decades across all spectrums of the financial services industry, ranging from investment banking, fund management, and equity research to stock broking operations. He was also a member of the esteemed panel of invitees for the Honorable Prime Minister’s pre-budget consultation meeting for 2020. In recognition of his work, various leading investment authors have featured him through dedicated chapters in their investment books. He is widely recognised as India’s leading mutual fund and capital market investment Guru. Naren has been honoured with the CIO of the Year award at the Asia Asset Management—Best of the Best Awards—2023. Sankaran Naren is also a member of the Committee on Equity Matters at AMFI. During his career, he has also contributed to organizations such as Refco Sify Securities India Pvt. Ltd, HDFC Securities Ltd, and Yoha Securities in various capacities.

Srinivasan Rama-lyer

Srinivasan Rama-lyer, better known as Vasan, is CIO, Equities at SBI Mutual Fund. Which is not much of a job and hence he also manages a few funds, small and large, directly. Young at heart, he's spent more than 31 years in Equities.

More will be added soon!
Shamit Chokshi, CFA

Shamit joined ICICI Prudential AMC in February 2016, and oversees ~USD 3.4 billion of assets advised across various offshore funds and institutional mandates. With 17+ years of experience in global asset management across investing, offshore fund structuring and asset raising activities, he is also involved in manager selection, and global manager partnerships. He has set up and advised several India equity and FI funds across Asia (incl Japan) and Europe, selected international  manager strategies, and is also helping implement ESG frameworks at the firm.  Previously he worked at Reliance-Nippon Life Asset Management in Mumbai and Nippon Life Insurance / Nissay in Tokyo, leading the AM Joint Venture; earlier he gained equity research and fund advisory experience with firms in New York, Boston and Mumbai. He holds a MBA from Boston College, Masters and Bachelor of Commerce degrees from University of Mumbai. He is a CFA charterholder,  Board Member and Chairperson for Professional Learning at the CFA Society India.

Shreenivas Kunte, CFA, CIPM

Shreenivas Kunte, CFA, CIPM, leads the content and automation aspects at HDFC AMC. He codes in Python and has an avid interest in promoting AI and Machine Learning use in investment decision-making. Prior to joining HDFC AMC, Shreenivas was Director of Professional Learning and Advocacy at CFA Institute. Before that Shreenivas worked as the country trading strategist for Citi in Japan. Shreenivas has worked for over two decades in the investment industry. He has worked closely with key stakeholders, both in Japan and in India's topmost institutions, including regulatory bodies. Shreenivas is a computer engineer. He is an external research scholar at IIT Bombay

Rajendra Kalur, CFA

Rajendra is an Independent Consultant-cum-Financial educator and has over 25 years of experience in the financial services domain comprising asset management, investment banking, wealth management and insurance. Rajendra has worked across the value chain and has expertise in nurturing nascent businesses and transforming business models. His last full time assignment was as co-founder of a boutique wealth management firm which he led as a Director & CEO. Rajendra is MBA from Cranfield School of Management, UK

A. Balasubramanian

A. Balasubramanian is the Managing Director and Chief Executive Officer for Aditya Birla Sun Life AMC Limited and has been with the organization since 1994. He brings with him over 26 years of experience in the Mutual Fund industry as Portfolio Manager both in Fixed Income and Equity. Prior to assuming the role of the CEO in 2009, Bala served as Chief Investment Officer from 2006-2009. As MD & CEO, Bala currently oversees nearly US$ 36 billion (as of December 31, 2019) Assets Under Management at Aditya Birla Sun Life AMC which is one of the leading Asset Managers in India. He also oversees global mandates through its subsidiary company in Singapore and Dubai, having assets of close to USD 1.8 billion (as of December 31, 2019), apart from overseeing Alternate Investment Funds, Real Estate and PMS. Bala is closely associated with key Industry bodies. Currently, he is on the Board of Governors of National Institute of Securities Markets (NISM), which is a SEBI established entity. He is also on the Committee of Corporate Bond Market Development of SEBI. Apart from these prestigious roles, he plays an active role in AMFI as a Board of Director. He has also held the position of Chairman of AMFI for 2 years from 2016-2018. He has done his BSc in Mathematics and MBA, apart from being an Alumnus of IIM Bangalore and Harvard through Advanced Management Programme.

Dana Day

Dana Day is Global Managing Director of Business Development at CFA Institute having rejoined the organisation in May 2022. In this role, Ms. Day is focused on advancing the reputation and mission of CFA Institute globally by building and maintaining deep relationships and delivering value to all types of CFA Institute stakeholders including financial institutions, regulators, students and universities, and CFA members and societies. Ms. Day’s experience includes some 23 years in global business development and strategic relationship management roles across all investment distribution channels, including private client, institutional, consultants, professional services, and strategic partners. Prior to joining CFA Institute, she was executive committee member at 20-20 Trustee Services Limited, and Director of Business Development at Cardano Risk Management Ltd. From 2013 to 2018, Ms. Day was Director of Institutional Partnerships at CFA Institute, working with asset managers, banks, exchanges, brokers and advisory firms across the EMEA region. Prior to that, she was Director of Business Development at Aviva Investors, having started her career at AllianceBernstein in New York working with both private client and pension investors and their global value equity portfolios. Ms. Day holds a bachelor’s degree in Psychology/Sociology from Cornell University and has also completed the Harvard Business School Executive Education Investment Management Workshop. She is based in London.

Aanchal Almal, CFA

Aanchal Almal is currently working with DSP Investment Managers as a Manager for Passive Products. She has over 8 years of experience in the finance industry as a buy-side Analyst and family office management involved in equity research, portfolio management and advisory. She is an active volunteer with the CFA Society, India.

Kunal Sabnis, CFA

Kunal has over 15 years of experience in financial markets and has spent more than a decade in Equities in buy side roles. After a brief stint with ARCIL (an Asset Reconstruction Company) valuing non-performing loans, he moved to a domestic brokerage house as an analyst tracking Banks and NBFCs. He spent 8 years with VEC Investments, an Alternative Investment Fund, tracking companies across multiple sectors with BFSI as a core specialisation. At Nine Rivers Capital, Kunal is sector agnostic and researches on structural as well as tactical investment opportunities. Kunal holds CFA Charter from CFA Institute, USA and MBA in Finance from Mumbai University.

Srinivas Rao Ravuri

Srinivas joined PGIM India Mutual Fund as CIO – Equity in July 2019 and became overall CIO in December 2021. Apart from being in charge of overall investments, Srinivas managed PGIM India ELSS Tax Saver Fund (September 2019 to March 2023) and PGIM India Large Cap Fund (May 2022 to March 2023). After achieving significant growth, building a track record and a capable investment team over the last few years, PGIM India decided to build an International business to offer its India investment capabilities to international investors by leveraging PGIM relationships worldwide. Srinivas is leading this initiative as CIO – International Business from April 2023. Srinivas Rao Ravuri has more than 28 years of experience in the field of investment research and investment management. He started his career as an Equity Analyst in 1994 at India's first bouquet investment research firm. Over the next 25 years as an analyst, he covered various sectors like Real Estate, Infrastructure, Telecom, Power and Industrials at Edelweiss, Motilal Oswal Securities and HDFC Mutual Fund. Srinivas was part of HDFC Mutual Fund from 2004 to 2019. During this period, HDFC MF’s AUM grew from Rs 15,000 crore to Rs 3,80,000 crore to become one of India's largest Mutual Fund. Srinivas is a staunch believer in the philosophy of "Growth At Reasonable Price" which is also the investment philosophy of the fund house. Srinivas loves playing tennis, being close to nature, and listening to Indian classical music. He has a Bachelor’s degree in Commerce and a Master’s Degree in Business Management

Rajesh Sehgal, CFA

Rajesh is a long-term investor with tremendous breadth and depth of experience managing early stage investments, private equity and public equity funds for over 2 decades. He has on-the-ground experience across emerging market countries, analysing various industries and businesses spanning different stages of their lifecycle. Rajesh has the distinction of being the Founding Chair of the India chapter of CRUF, a global body set up for learning about and responding to the many accounting and regulatory changes that affect corporate reporting. He is a Board Member of the CFA Society India and of the Mumbai chapter of TiE (The Indus Entrepreneur), a global non-profit community that works to help entrepreneurs in all ways. He is also a member of the Board of Directors of Apar Industries Limited. Rajesh started his career as Deputy Manager - Corporate Finance at SBI Capital Markets Limited in 1996 and swiftly moved into the Treasury & Investments Group where he was involved with investing in equity and fixed income securities. In 1999, he was hired by Dr. Mark Mobius to join the Emerging Markets Group (EMG) at Franklin Templeton in their Mumbai office. He spent the next 17 years working with Dr. Mobius, helping the EMG invest in equity markets across Asia, Africa, East Europe and Latin America. Rajesh managed investments in equities and equity related instruments of companies, large and small, listed and unlisted, across emerging market countries through public and private equity funds. His investment experience ranges all across the deal spectrum from deal sourcing, screening, financial modelling, evaluation, diligence, closing, post- investment monitoring including board representations, providing value-add to the investee company, working on exit and ensuring exits from such investments. He has also been instrumental in fund raising for all Franklin Templeton Private Equity funds and completely involved in related LP (Limited Partner) interactions globally. Rajesh has been active in the Indian startup ecosystem since 2007 when he made his first startup investment. Since then he has been a prolific angel investor having invested in over 20 startups, worked closely with the management teams in most cases and successfully secured exits in a handful of these startup investments. Rajesh is a Wharton alumnus in addition to being an XLRI management graduate specialising in finance and marketing. He is a CFA charter holder and has earned a post- graduate diploma in Securities Law from Mumbai University.

Dr. Punita Kumar-Sinha

Punita Kumar-Sinha, PhD, CFA, has focused on investment management during her 30-year career. She has significant governance and board experience across India and North America, having served on boards for more than a decade. She serves as an Independent Director for many companies and Chairs committees on several boards. Dr. Kumar-Sinha has been investing in emerging markets since the late 1980s and pioneered some of the first foreign investments in the Indian subcontinent in the early 1990s. Formerly, Dr. Kumar-Sinha was a Senior Managing Director, Blackstone. She is on the board of the CFA Institute and currently Chairing the Nominating committee of the Board. She Chaired the Investment Subcommittee of CFA Institute and is also the Chair of the Investment Advisory Board of IIT Delhi. Dr. Kumar-Sinha has a PhD and a master’s in Finance from the Wharton School, University of Pennsylvania. She received her undergraduate degree in Chemical Engineering with Distinction from the Indian Institute of Technology, New Delhi. She has an MBA and is a CFA charter holder. Dr. Kumar-Sinha has been awarded the Distinguished Alumni Award from IIT Delhi.

Ajaya Sharma

Ajaya is a part of the Senior Editorial team of ET NOW having worked with the Times Group for over 15 years. Market intelligence combined with macro analysis is the bedrock of the work Ajaya is engaged with at ET NOW, ETNOW NEWS, Economictimes.com & ET Print the Group’s key offerings. Regularly interacting with Top Global & domestic fund managers & India's Biggest Business Leaders on their portfolio allocation approach and their business strategies is a critical part of the work in order to spot themes in the investing environment and the Big deals brewing before they become mainstream. Studying businesses and entrepreneurial journey of founders is Ajaya personal hobby apart from travelling and being a foodie. Ajaya is in charge of striking key partnerships for on ground events and conferences for ET NOW and also contributes to Group’s flagship properties like India Economic Conclave, NSE Nivesh India, NSE Prosperous India and ET Market Summit.

Category Regular Fee Early bird on 22 Dec 2023
Member benefit - Periodic
CFA Society India Members INR 2000 INR 1000
Standard Categories
CFA Registered Program Candidates INR 4000 INR 3000
Passed Level III of CFA Program INR 5,000 INR 4,000
Non Members INR 10,000 INR 8,500
Group (10 minimum and no early bird discount) INR 8,000
25 delegate sponsor INR 7,000
  Cancellation Policy: No refunds will be issued for any cancellations received within 48 hours of program starts. Substitutions from the same company are accepted with fee adjustment, if appropriate. Sharing of registrations is not permitted.

Gold Sponsors: World Gold Council 

Exchange Sponsors:  National Stock Exchange of India Limited

Standard Exhibit: Morningstar, Inc.

Bulk Delegate Sponsors: Nirmal Bang Equities Pvt limited - https://www.nirmalbang.com/

Bulk Delegate Sponsors: Abakkus Asset Manager LLP

6. 5 PL

CFA Institute members can claim PL credit by providing their CFA Institute ID number when registering.

Global Passport Accredited Programme Allows members of participating CFA societies to attend each other's society events at the local member price
2024-1-12 08:30 2024-1-12 17:30 Asia/Kolkata 14th India Investment Conference | Mumbai Join us at the 14th Annual India Investment Conference as we explore the theme “Shifts in Economic Influence: A New World Order.” In a shifting landscape marked by ‘Never Before’ scenarios and decadal highs/lows, the last three years have defined an era of unprecedented uncertainty and volatility across asset classes. From this, a ‘New World Taj Lands End, Mumbai
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