2nd Master At Work Conference | Kolkata
- September 3, 2022
- 9.00 am - 6.30 pm
- Ballroom Taj Bengal Mumbai
MASTERS AT WORK: INVESTMENT INSIGHTS FROM EXPERTS
CFA Society India is hosting a full-day Investment Summit in Kolkata featuring marquee investors from across the globe. Seize this opportunity to learn from the very best in the investment profession.
Navigating today’s choppy financial markets is no easy feat but a masterclass with seasoned investors can set you up for success. CFA Institute, with its global network of more than 160,000 practitioners, is at the forefront of organizing educative events that are relevant, timely, and offer rich insights.
Successful investing requires an understanding of a vast range of topics and this year’s Investment Summit is bringing together experts from diverse investment styles and markets. Learning investment frameworks from them will broaden the scope of your investment decisions and translate into enhanced
To discover more, please join us at the Masters at Work Investment Summit on 3rd September in Taj Bengal, Kolkata.
Mr. Dalmia has been involved in shaping Blackstone’s business strategy in India, execution of new investments, and steering strategic and operational improvements across portfolio companies to enhance business performance and effect business turnarounds. As Portfolio lead director, he leads the value creation agenda for Blackstone at the portfolio company - defining and executing levers of growth and operating efficiencies. He recently led the investment in Mphasis ($2.8 billion, the largest private equity transaction in India), NASDAQ listing of TaskUs (market cap of $3.2 billion, 7.4x returns) and exit of Intelenet ($1 billion, 4x returns). He is on the Boards of multiple companies including Mphasis, PGP Glass and SH Kelkar. Before joining Blackstone, Mr. Dalmia had diverse business experience of over 13 years with Hindustan Unilever India (“HUL”) in various management and business leadership roles. He has undergone management training program with the Indian Institute of Management, Ahmedabad. Mr. Dalmia received a B.Com. (Hons.) from St. Xaviers’ College from the University of Kolkata, India. He is also a Chartered Accountant (CA), Company Secretary (CS) and Cost Accountant (ICWA) with three Gold Medals for securing first-ranks in the country. Mr. Dalmia is a fitness enthusiast and have participated in Comrades (87 km uphill run in South Africa), two ultra-marathons (50 kms), six full marathons (42 kms), eight half marathons (21 kms.), and Oxfam 100 km trail walks.
Samir Arora is the main founder & fund manager at Helios Capital. From 1998 to 2003, he was the Head of Asian Emerging Markets at Alliance Capital Management in Singapore (both fund management and research, covering 9 markets). From 1993 to August 2003, Samir was the Chief Investment Officer of Alliance Capital’s Indian mutual fund business and, along with managing Alliance Capital’s Asian Emerging Markets mandates, managed all of Alliance Capital’s India-dedicated equity funds. In 1993, Samir relocated to Mumbai from New York as Alliance Capital’s first employee in India to help start its Indian mutual fund business. He also managed ACM India Liberalization Fund an India-dedicated offshore fund from its inception in 1993 till August 2003. Prior to 1993, he worked with Alliance Capital in New York as a research analyst. At Alliance Capital, India-dedicated mutual funds managed by Samir received over 15 awards during his tenure, including AAA rating from Standard and Poor’s Micropal for four years in a row (1999 to 2003) for the India Liberalization Fund. In 2002, he was voted as the most astute equity investor in Singapore (rank: 1st) in a poll conducted by The Asset magazine. More recently Helios Strategic Fund has been nominated for the Best India Fund by Eurekehedge in 2006, 2007, 2008, 2010, 2011, 2013, 2015, 2016, 2018 & 2020 and has won the award four times. Helios Strategic Fund has also received the AsiaHedge Award 2018 for its long-term (five years) performance. Samir Arora received his undergraduate degree in engineering from the Indian Institute of Technology, New Delhi in 1983 and his MBA (gold medalist) from the Indian Institute of Management, Calcutta in 1985. He also received a master’s degree in finance from the Wharton School of the University of Pennsylvania in 1992 and was a recipient of the Dean’s scholarship for distinguished merit while at Wharton.
Mr Utpal Sheth is the CEO and Senior Partner at RARE Enterprises, a multi-billion dollar proprietary asset management firm based in India. Mr Sheth focuses on long-term investing in public and private markets, portfolio construction and risk management. He regularly engages with investee companies to enhance shareholder value by emphasizing on sustainable value drivers. In a career of over 30 years in the capital markets across various reputed Indian financial firms, he has extensive experience in investment management, fund raising, M&A, buybacks and corporate advisory. Mr Sheth is also the Founder and Mentor of TRUST Group. TRUST Group is a full-service financial house with leadership in the debt capital markets and a fast-growing asset and wealth management platform. He is a Director on the board of TRUST Asset Management Private Limited (TRUST Mutual Fund).
Managing Partner / Fund Manager at ValueQuest Investment Advisors P Ltd.
Varun Goenka, rior to his joining at ValueQuest on September 2021, has been Co-Fund Manager at Nippon India Asset Management Ltd. With his experience of 20 years in markets on both research and fund management, he has focused on Consumer, Technology & Light-Engineering Industries. He has attended many programs in Financial Engineering at ISB, Hyderabad – UCLA, Several Investing Programs and workshops at FLAME Investment Lab in last 5 years and History of Financial markets program, Prof. Robert Shiller, Yale University.
Safir is a multi-faceted person with diverse interests ranging from brands, reading, music, fashion and travelling. He also has deep interest in value investing. Being a strategist and one of the top rated lawyers in India, Safir and his firm Anand & Anand advises numerous fortune 500 companies and acts for clients from diverse industries and sectors. He is a member of the bar council of India, INTA, APAA, Asia-pacific lawyers association, SAARCLAW,AIPPI among others. Safir regularly contributes to prestigious national/ international publications on IP and strategy as well as speaks at various conferences.
Navneet Munot, CFA
Navneet Munot is the MD & CEO of HDFC Asset Management Company Limited, a joint venture of HDFC Ltd. with abrdn Investment Management Limited. He joined the firm in February 2021. Navneet has 28 years of rich experience in Financial Markets. Prior to joining HDFC AMC, he was the Executive director and Chief Investment officer of SBI Funds management Private Limited. Navneet was a key member of the executive committee and was responsible for overseeing investments worth over $ 150 billion across various asset classes in mutual funds and segregated accounts. Navneet was a Director on the board of SBI Pension Funds (P) Limited. In his previous assignments, he was the Executive Director & Head – multi-strategy boutique with Morgan Stanley Investment Management and Chief Investment Officer – Fixed Income and Hybrid Funds at Birla Sun Life Mutual Fund. Navneet has a masters degree in Accountancy and Business Statistics and a qualified Chartered Accountant. He is a Charter Holder of the CFA Institute and CAIA Institute. He has also done Financial Risk Management (FRM).
|2nd Master at Work|
|Theme : INVESTMENT INSIGHTS FROM EXPERTS|
|Time From||Time To||Session Agenda and Title||Speakers||Moderators|
|8:30 AM - 9:00 AM||REGISTRATIONS|
|9:00 AM||9:05 AM||Conference chair|
|9:05 AM||9:15 AM||Conference Opening & Remarks||Priyanka Mathur COO, CFA Society India|
|9:15 AM||10:45 AM||How to develop and construct an investment philosophy||Samir Arora Founder & Fund manager, Helios Capital||Safir Anand Partner at Anand and Anand|
|10:45 AM||11:00 AM||Networking + Tea Break|
|11:00 AM||12:30 PM||Utpal Seth CEO & Senior partner, RARE Enterprises||Varun Goenka, Managing Partner / Fund Manager, ValueQuest Investment Advisors P Ltd.|
|12:30 PM||1:45 PM||Networking + Extended Lunch|
|1:45 PM||3:15 PM|
|3:15 PM||3:30 PM||Networking + Tea Break|
|3:30 PM||5:00 PM||Amit Dalmia Senior Managing Director, Blackstone||Navneet Munot, CFA MD & CEO, HDFC Asset Management Company Limited, Director, CFA Society India|
|5:00 PM||5:10 PM||Closing Remarks|
|Category||Regular Rate||Early bird Rate (Deadline: Saturday, 20 August 2022)|
|CFA Institute Members and CFA Society India Members||Free||Free|
|CFA Program Candidates||INR 750||INR 500|
|Non-members||INR 1500||INR 2000|
Delegate SponsorView the exhibit and sponsorship opportunities (PDF)
- Mastering Impactful Networking Learn from the stalwarts & become a champion in the art of networking in this interactive & engaging session
- Careers in Risk Management in the Investment Space While still evolving in India, risk management is going to assume great importance in investment firms in future. With each passing crisis, firms are realizing the significance of this critical function in the investment process. This session will help us understand the opportunities and pathways for CFA charterholders and candidates looking to make a career in this space.
- Fintech – the Future of Investment Management Big Data, artificial intelligence and machine learning are changing the landscape for investment management. As boundaries between finance and tech disappear, how does it change the roles of investment professionals? What skills are required to survive and thrive in future? What opportunities do we see in the horizon and what should you do to capitalize on them? Get all the answers in this session.
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|