5th Masters At Work | Kolkata
- February 21, 2026
- 09:00 am to 05:00 pm
- The Park Hotel, Kolkata.
“Great investing is not about predicting the future, but about preparing for it.”
When the sharpest minds in investment come together, insight turns into impact.
CFA Society India proudly presents the Masters at Work Summit—a much-awaited gathering of the nation’s most respected investors on 21st February 2026 at Park Hotel, Kolkata.
This exclusive summit brings you face-to-face with investment masters who have navigated multiple market cycles, built enduring track records, and shaped capital with discipline, wisdom, and foresight.
Co-hosted by the CFA Institute, which supports a global community of over 160,000+ investment professionals, the Masters at Work Summit is a rare convergence of diverse investment philosophies, global perspectives, and practical excellence.
Whether your focus is equity, fixed income, alternatives, or portfolio construction, this summit promises a deep, holistic learning experience—designed to sharpen decision-making and elevate long-term performance.
To learn more, join us for a day of insight & inspiration at the Masters at Work Summit!
EVENT DETAILS:
Date– 21st Feb 2026
Time- 9:00 AM To 5:00 PM
Venue- Park Hotel, Kolkata.
Registration Fee-
CFA Society India Members- Early Bird: INR 1000
CFA Society India Members (Post Early Bird)- INR 1500
CFA Registered Candidate: INR 1800
CFA Institute Members: INR 2500
CFA L3 Passed out: INR 2700
Others: INR 2700

Vikas Khemani – CA, CFA
Founder @Carnelian Asset Management & Advisors
Vikas Khemani, with 27 years of extensive experience in capital markets, is the founder of Carnelian Asset Management & Advisors. Established in 2019, this boutique investment management and advisory firm, based in India, manages USD 1.5 bn across various portfolios.Prior to founding Carnelian, Mr. Khemani served as the CEO of Edelweiss Securities Ltd. for 17 years. During his tenure, he successfully incubated and developed several businesses into market leaders, including institutional equities, investment banking, and equity research.Mr. Khemani is recognized for his strong business acumen and profound understanding of capital markets, earning him a distinguished reputation within Corporate India.In 2014, he was honoured with the Young Professional Achievers Award for the service sector by the Institute of Chartered Accountants of India.

Sanjoy Bhattacharyya
Partner @Fortuna Capital

Andrew Holland
Head – SIF @Nippon Life Asset Management Limited
A seasoned leader with 42+ years of experience, having worked across the UK, Asia, Japan, and Indian markets. He served as the CEO of Avendus Capital Public Markets Alternate Strategies LLP since 2016.Before joining Avendus, Andrew served as the CEO of Ambit Investment Advisors, where he played a key role in building one of India’s largest hedge funds. His career in India began in 1997 with DSP Merrill Lynch as Head of Research, where he later became the Chief Administrative Officer and MD Strategic Risk Group.He also held senior positions at County Nat West, Barclays (BZW) and Credit Suisse, earning recognition as a top-rated analyst and strategist

Kenneth Andrade
Founder & CIO @Old Bridge Asset Management Ltd.
Mr. Andrade is the promoter of Old Bridge Capital Management Private Limited. He manages the investment process and leads the investment ideation. He has over 30 years of experience in Indian Capital Markets, with over 20-year track record of managing some of India’s most successful Equity Funds.

Paras Matalia, CFA
Equity Fund Manager @Groww Mutual Fund
Paras Matalia is an Equity Fund Manager at Groww Mutual Fund. With nearly 8 years of experience in Indian equities, he brings a unique blend of deep fundamental research and systematic investing expertise. Prior to Groww, Paras held multiple leadership roles at Samco Mutual Fund, including Fund Manager and Head of Equities. He was instrumental in launching India’s first active momentum fund and developing rule-based investment strategies focused on alpha generation. He led the creation of portfolios for flagship schemes, set up robust investment processes, and built quantitative models that combined fundamental strength with technical triggers. Paras is a Chartered Accountant, CFA (US) Charter holder and has completed B.Com from R.A. Podar College of Commerce and Economics.

Mohit Beriwala, CFA, FRM
CEO @Shree Rama International
Mohit Beriwala is the CEO of Shree Rama International, a financial advisory firm, and the Founder of Shree Rama Managers LLP, a SEBI registered, Portfolio Management Service company.He is an FRM, LIFA, CFA & IIM B alumnus.He has been active in the financial market since he was merely 19 years of age.Since 2006, he’s been helping Entrepreneurs and Professionals safeguard their assets and reach the goal they desire. When not working, he enjoys reading. He’s also a fitness enthusiast and a techie. Mohit is actively involved in providing community services.

Manish Bhandari, CIIA
CEO & Portfolio Manager @Vallum Capital
Moderator
Manish Bhandari serves as the Director and Principal Officer of Vallum Capital Advisors Private Limited, a SEBI registered Portfolio Manager. He was recently elected as a Director on the Board of Association of Portfolio Managers in India (APMI), a Trade Body for Portfolio Managers registered with the Securities & Exchange Board of India (SEBI). With more than two decades of experience in the Indian Capital Markets, he founded Vallum Capital in 2010. The firm specializes in investment management and advisory services, catering to Institutional Investors, Family Offices, and High Net Worth Individuals (HNIs). Manish’s expertise lies in providing guidance on Equities and Asset Allocations. Prior to establishing Vallum Capital, Manish spent six years as a Vice President and Portfolio Manager (Equities) at ING Management in India. His exceptional insights and achievements have earned him recognition, with his write up in the Editorials of Economic Times and was a regular contributor to Nikkei Business, Japan under heading “Charm of India”. He is renowned as one of the accomplished figures on Dalal Street, known as the Wizards of Dalal Street. Additionally, CNBC has acknowledged him as a promising next-generation Investment Manager in India. Manish actively contributes to various financial publications both within India and internationally, establishing himself as a regular expert commentator in the industry.

Danesh Mistry
Founder @Investor First Advisors
Danesh is Founder of Investor First Advisors– a SEBI Registered Investment Advisory Firm.He has 23+ years of professional experience spread across Lending, Investment Banking, Real Estate Investments, Equity Research and Fund Management. He is Managing and advising ~$300 Mn for private domestic and International mandates.
Registrations
08:45 AM to 09:15 AM
Opening Remarks
09:15 Am to 09:25 AM
Winning Investment Habits
09:25 AM to 10:35 AM
Tea+Networking Break
10:35 AM to 10:50 AM
Fire Side Chat
10:50 AM to 12:00 PM
Lunch + Networking Break
12:00 PM to 1:15 PM
Fire Side Chat
1:15 PM to 2:25 PM
Tea+Networking Break
2:25 PM to 2:45 PM
Rate of Change - an underrated secret to superior investing
2:45 PM to 3:55 PM
Tea+Networking
4:00 PM to 5:00 PM
5 PLCFA 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 |













Global Passport Accredited Programme Allows members of participating CFA societies to attend each other's society events at the local member price