6th Financial Talent Summit | Mumbai
- February 15, 2025
- 9.00 am - 5.30 pm
- The Lalit, Chhatrapati Shivaji Maharaj Int'l Airport Rd, Navpada, Marol, Andheri East, Mumbai, Maharashtra 400059
India’s financial services industry is transforming rapidly, thanks to formalization of the economy, growing digitization, and the emergence of fintech and artificial intelligence. These are exciting times. These are also demanding times, where we need to adapt to stay relevant and resilient in the face of change.
The 5th Financial Talent Summit, Mumbai, hosted by the CFA Society India, is designed to prepare you for this new era.
Gain valuable insights on the emerging trends in financial services, learn what employers want from you and how to develop your career in this dynamic environment.
Plus, meet some of the top employers in finance and explore the opportunities on offer.
Berinder Sahni
Principal, Investments - SBI Ventures Limited
Berinder has over two decades of experience in investments and financial services. He has worked on M&A, equity and debt offerings totaling more than US$2 billion. Berinder started his career with EY in Assurance services. He worked with the investment banking arm of JPMorgan in India and the United States focusing on Consumer Healthcare Retail. He was a part of the team that commenced the real estate investment banking practice at Colliers International in India and worked closely with developers, PE funds and NBFCs across the country. As a Director in Unicus Advisors, Berinder focused on real estate advisory and family office investments managing over US$250 million in assets. Since 2019, Berinder is working as a Principal at SBI Ventures Ltd., managing the SWAMIH Investment Fund I, a US$2 billion stressed realty investment platform. Berinder holds a Master’s degree in Commerce. He is a Chartered Accountant and a CFA charterholder.
Dr. Aaron Low, PhD, CFA
CEO, LUMIQ | Vice-Chairman, CFA Institute Research Foundation
Aaron Low is the CEO of LUMIQ, an investment technology firm, and Vice-Chairman of the Research Foundation of the CFA Institute. With over two decades of leadership in global investment management, he has spearheaded asset allocation strategies, long-short equity, and bond trading across major firms, including PIMCO, Rosenberg Capital Management (RCM) Global Advisors, Allianz Dresdner, and Lumen Advisors.
As a former Portfolio Strategist and Chief Investment Officer, Aaron has managed global balanced portfolios, emerging market funds, and Asia-focused strategies. Earlier in his career, he was instrumental in global fixed income management and began his professional journey at IBM.
Aaron serves on several prominent boards, including Triumph Capital International (Singapore), Guotai Junan Asset Management (Hong Kong), and the Journal of Futures Markets. He advises HashKey Capital and the Wealth Management Institute, where he also chairs the Wealth and Asset Management Standards Committee.
Previously, Aaron chaired the CFA Institute Board of Governors and contributed to influential organizations like the Singapore Foreign Exchange Markets Committee, the Investment Management Association of Singapore, and the BNP Paribas Hedge Fund Center. He has been Senior Advisor to the Harvest Fund Management, Bosera Asset Management and Minsheng Tonghui Asset Management.
He holds a PhD in International Financial Economics from UCLA’s Anderson School and has completed advanced programs at Stanford, MIT, and the University of Chicago. He also holds an engineering degree from NUS and is a CFA charterholder.
Gaurav Sharma
Vice President-Real Estate and Development, Head of Asset Management and M&A
The India Hotels Company Limited
Gaurav Sharma is a seasoned professional with nearly two decades of expertise in asset management, mergers and acquisitions (M&A), investment management, and real estate. Currently serving as Vice President and Head of Asset Management and M&A at Indian Hotels Company Limited (IHCL), Gaurav oversees P&L management, portfolio optimization, and strategic acquisitions. He has added over 2,500 keys to IHCL’s managed portfolio, resolved stakeholder disputes, and led acquisitions including a majority stake in a 16-hotel portfolio and structuring agreements for international assets.
Previously, Gaurav held leadership roles at SAMHI Hotels Limited, where he acquired multiple hotels and land parcels. His tenure at Jones Lang LaSalle (JLL) further highlights his expertise in raising $1 billion for projects across airports, hotels, and residential assets.
Gaurav holds a Master of Finance & Control and a Bachelor of Commerce (Honors) from the University of Delhi. He has also completed the CFA Program. His leadership extends to board memberships and teaching roles, underscoring his commitment to growth and governance. Passionate about financial structuring and asset lifecycle management, Gaurav is a recognized authority in the hospitality and real estate sectors.
Girish Singhi
Co-Chief Investment Officer - Welspun One
Girish is a seasoned Private Equity Real Estate (PERE) professional with 15 years of experience in fund raising, investments, asset management, development management and operations across all asset classes including residential, commercial, warehousing, data centres, retail and hospitality. He has led investments and divestments on a pan India basis across greenfield, brownfield, core assets, JVs and structured debt. These include transactions in public capital markets like IPO, IPP and Rights, as well as in private capital markets like structured finance and co-investment deals. Girish has also led investment strategy, fund formation, new product development and market entry into newer asset classes. Previously, Girish had led investments at Godrej Fund Management and was a part of leadership cadre (Godrej Leadership Forum, GLF). Girish holds a Bachelor’s degree in engineering from Netaji Subhash Institute of Technology, an MBA from Faculty of Management Studies at the University of Delhi.
Category | Early Bird Offer | Regular Price |
Members |
1,000 |
1,500 |
CFA Program Candidates |
1,500 |
2,500 |
CFA Level III Cleared |
2,000 |
2,500 |
DSP Mutual Fund
DSP Asset Managers Private Limited (DSPAM) is an Indian asset management company (AMC), with a wide range of offerings across the risk-reward spectrum. The company has 1,50,000 crore+ assets under management and is backed by the 150+ year old DSP Group.Morningstar
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $328 billion in AUMA as of Sept. 30, 2024. The Company operates through wholly-owned subsidiaries in 32 countries.MSCI
MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.
3 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 |