8th Value Investing Pioneers Summit | NEW DELHI

8th Value Investing Pioneers Summit | NEW DELHI

  • October 26, 2024
  • 9.00 am - 5:30 pm
  • Hyatt Regency


Hiren Ved

Hiren Ved, an equity market veteran, serves as the Director and CIO at Alchemy Capital Management where he has been leading the firm’s Asset Management business. With over 30 years of experience in the Indian equities market, Hiren has developed a sustainable long-term investment philosophy based on fundamental research. He is known for his deep sector knowledge, bottom-up research skills and stock picking abilities. He holds a graduate degree in Accounting from Mumbai University and a post-graduation in Management & Cost Accounting from The Institute of Cost Accountants of India.

Mr. Rajeev Thakkar

Possessing over two decades of experience in various segments of the Capital Markets such as investment banking, corporate finance, securities broking and fund management, he is currently the Chief Investment Officer and Director at PPFAS Mutual Fund. His association with PPFAS Private Limited (The Sponsor of PPFAS Asset Management Company Private Ltd.) began in 2001. He was appointed the Fund Manager for the erstwhile flagship scheme of the Portfolio Management Service, titled "Cognito" in 2003. He is a strong believer in the school of "value-investing" and is heavily influenced by Warren Buffett and Charlie Munger's approach. Apart from his technical ability, what distinguishes him from many others is his ability to stand his ground and remain unflappable during difficult times. He is a regular contributor to Mint newspaper and has also appeared on business channels such as Bloomberg India TV and ET Now. He is a qualified Chartered Accountant, Cost Accountant and CFA Charterholder.

Pankaj Tibrewal

Pankaj Tibrewal brings over two decades of extensive fund management experience. At Kotak Mutual Fund, he successfully managed assets worth ₹56,000 crore ($6.75 billion) over a remarkable 14-year span. He significantly grew the Kotak Emerging Equity Fund from ₹113 crore ($13 million) in 2010 to ₹36,000 crore ($4.33 billion), establishing it as the country’s second-largest mid-cap fund. Additionally, he expanded the Kotak Small Cap Fund from ₹127 crore ($15 million) to ₹13,000 crore ($1.56 billion), ranking it the fifth-largest small-cap fund. Under his leadership, Kotak Mutual Fund’s total AUM reached ₹3.50 lakh crore as of November 2023, positioning it among the top five Indian asset management companies. He also managed the Kotak Business Cycles Fund and the equity portion of the Kotak Equity Hybrid Fund. Pankaj has been consistently recognised among the top 10 fund managers in India by Outlook Business (2016-2021) and featured as a top fund manager by The Economic Times and Morning Star (2016-2022).

Ravi Dharamshi

Mr. Ravindra Dharamshi, Founder, Director & CIO of ValueQuest Investment Advisors Pvt Ltd, his early interest in equities inspired him to return to India in 2002, post his MBA from Mccallum Graduate Business School, USA. As his first professional stint, he worked under the aegis of Late Mr. Rakesh Jhunjhunwala, who was one of the largest and most respected investors in India. He showed agility in understanding the pharma sector well before it was a recognized industry and worked on several technology and new-age businesses apart from some private equity deals. In 2007, he took charge of research at ValueQuest. In 2010 he metamorphosed it into a professionally run SEBI-registered PMS firm focusing on deep inhouse proprietary research. ValueQuest a SEBI registered PMS has delivered top decile performance and beaten benchmarks across time frames. ValueQuest Growth strategy has delivered 19%+ annualized returns since inception (Oct 2010) and ValueQuest Platinum Strategy, which is managed by Mr Ravindra Dharamshi has delivered 22%+ annualized returns since its inception (July 2014). This has led its firm AUM catapulting to over Rs 16,800 crore as on 31st August 2024. ValueQuest is an Investment Manager to the, VQ SCALE a Category II AIF which was launched in February 2023 as a Private Equity AIF to capture the opportunities in unlisted space and VQ FasterCAP Fund, the first open ended Cat 3 AIF from ValueQuest launched in August 2024. 

Sunil Singhania, CFA

Sunil Singhania, CFA, is the Founder of Abakkus Asset Management, LLP, an India-focused Asset Management Company he established in 2018. In just under Five years, Abakkus is already managing assets of almost Rs 21,000 crs. Abakkus Emerging Markets and Abakkus Growth Fund, have been rated the number 1 and number 2 AIFs over a 3-year time frame in terms of performance. Prior to this, in his role as Global Head – Equities at Reliance Capital Ltd., he oversaw equity assets and provided strategic inputs across Reliance Capital. And as CIO – Equities, Singhania led Reliance Mutual Fund equity schemes to be rated amongst the best. Reliance Growth Fund grew over 100 times in less than 22 years under Singhania’s leadership. He managed assets of almost Rs 80,000 crs invested in Indian equities. He was rated the Best Fund Manager by Outlook Business in 2016 and 2017 over a 10-year time frame. Singhania graduated in commerce from the Bombay University and completed his Chartered Accountancy from the ICAI, Delhi with an all-India rank. He has also earned the right to use the Chartered Financial Analyst designation, conferred by CFA Institute. Having travelled extensively across the world, Singhania has attended many global investment conferences and seminars. He is also active in social and society work, having served as the President of Goregaon Sports Club, Mumbai. Sunil is widely covered in media including having featured in the famous show, “Wizards of Dalal Street” on CNBC and has an ongoing show, “Markets & More” with Sunil Singhania on ET Now.

Mr. Jatin Parmar

Jiten is an entrepreneur and a passionate long-term equity investor. Jiten has been investing in the market since 1993. He started investing in the Indian equity market since 2002 and prior to that he invested in the US markets. Jiten Parmar is co-founder at Aurum Capital, a premier Research Analyst firm. Jiten has explained his approach to value, cyclical, and contrarian investing and behavioral aspects of investing on various forums. Jiten is very well-known in the Indian equity markets and has shared his knowledge and experiences in various business channels, publications, youtube channels and has also conducted guest lectures at prestigious business schools in India.

He started his entrepreneurship journey in mid-90s when he co-founded an IT consulting and product company in the USA. Later, he successfully exited by selling it to a Nasdaq-listed company at the peak of the tech cycle. He returned to India and started several successful ventures spanning multiple industries including real estate and flexible laminates industries.

Mr. Rajesh Sehgal

Rajesh is the Founder and Managing Partner of Equanimity Ventures. He has been part of the early-stage ecosystem for a decade and a half in addition to managing public and private equity portfolios at Franklin Templeton. His investments in innovative businesses across multiple sectors and geographies have enabled him to support companies at various stages in their lifecycles.

 

Rajesh is an active member of Mumbai Angels and is also the Founding and current Chair of the Corporate Reporting Users’ Forum. He is a TiE Mumbai Board Member and Co-Chairs TiE’s FinTech Special Interest Group, in addition to being a member of the Steering Committee of NASSCOM 10,000 Startups.

 

Rajesh has been an active secondary market investor for the last 26 years, 17 years of which, he worked with the emerging markets group of Franklin Templeton. He was also managing Templeton’s emerging markets private equity investments over these 17 years.

A Wharton alumnus, Rajesh has earlier obtained a management degree from XLRI specializing in Finance and Marketing. He is a CFA charter holder and has also earned a post graduate diploma in securities law from the University of Mumbai.

Mr. Jitendra Chawla, CFA

Jitendra is an active volunteer of CFA Society India since 2012. He served as a director on the board of the Society India from 2017-2023.

Professionally, he works for Deutsche Bank Private Wealth Management as Director – Investment Solutions. Previously he has worked as an investment advisor and wealth manager at institutions like Kotak Bank Wealth Management, Citigroup, ABN AMRO, and Standard Chartered Bank. He also worked as an analyst at Sharekhan.com. Jitendra holds a Bachelor's degree in Commerce from Delhi University and a Postgraduate Diploma in Business Management. As an individual investor, he is an avid practitioner and follower of the art and science of Value Investing.

Mr. Abhishek Singh

Abhishek has a total work experience of over 17 years.
He joined DSP Asset Managers in January 2021 as Assistant Vice President in the Equity Team.
Abhishek has worked with Kotak Mahindra Group and Edelweiss in the past.
He is an Electrical Engineer (IIT, Kanpur) and has a Post Graduate Diploma in Management from IIM, Lucknow.

https://www.explara.com/e/8vipsdelhi2024
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2024-10-26 09:00 2024-10-26 17:30 Asia/Kolkata 8th Value Investing Pioneers Summit | NEW DELHI By three methods, we may acquire wisdom: first, through reflection, which is the noblest; second, through imitation, which is the easiest; and third, through experience, which is often the bitterest.” – Confucius In the realm of investing, one fundamental lesson stands out: by focusing on avoiding losses, profits will naturally follow. This principle is equally Hyatt Regency
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