16th India Investment Conference

Arjun Divecha brings over four decades in global investing, with 30+ years focused on emerging markets.He is the founder and longtime leader of GMO’s Emerging Markets Equity strategy, launched in 1993 and widely recognized as pioneering a quantitatively driven approach to EM investing. With a background spanning engineering, quantitative modeling, and portfolio management, he has deep experience in capital allocation across global emerging markets, particularly India. He currently serves as Senior Advisor at GMO, following prior leadership roles as Partner, Board Member, and Chairman/Vice Chairman of the Board.

Viktor Shvets is a Global Strategist at Macquarie Capital based in New York. He is the author of The Great Rupture – Three Empires, Four Turning Points and the Future of Humanity - published in 2020 and The Twilight Before the Storm – How to Avoid a World on Fire - published in 2024.In his almost four-decades-long investment banking career, he worked in Sydney, Melbourne, Hong Kong, London, New York, and Moscow at a number of global investment banks, such as Citibank, Baring Securities, Deutsche Bank, DLJ, Credit Suisse and Lehman Brothers. Over the years, he has been a highly rated equity analyst across various disciplines and is recognized as one of the more innovative market strategists, working on the intersection between finance, technology, politics and history. He is a prolific writer on key global trends and is a frequent commentator on CNBC, Bloomberg, Australian Financial Review, Business Insider and other media outlets. He is also a contributor to Bloomberg Odd Lots Newsletter.Viktor was born in Kyiv, which at the time was the capital of Soviet Ukraine. He attended Kyiv University of Economics and Trade before immigrating to Australia, where he completed Bachelor of Economics degree from the University of Sydney and Master of Commerce degree from the University of New South Wales.

Joachim has worked in the investment industry for more than 20 years, mostly on the buy side. He is an investment strategist and geopolitics specialist within the strategy team.Before joining Panmure Liberum, Joachim worked as Head of Equity Strategy and Head of Asset Allocation for a major Swiss private bank, as Chief Investment Officer for family offices and institutional investors as well as Head of Research for a boutique investment firm.Joachim holds a Masters in Mathematics from ETH Zurich and a Masters in Economics from the University of Hagen. He is the author of “7 Mistakes every Investor Makes” and “Geo-Economics: The Interplay between Geopolitics, Economics, and Investments” and the CFA Institute . He also publishes the free substack “Klement on Investing”.

Mona Naqvi is Managing Director of Research, Advocacy & Standards and Head of the Research & Policy Center at CFA Institute. She leads the Institute’s global research, policy, and standards agenda, focusing on how technology, sustainability, and structural market forces are reshaping the investment profession. A former central bank economist and creator of the S&P 500 ESG Index, she is a recognized thought leader on future market dynamics and a frequent commentator on Bloomberg and CNBC.