9th India Wealth Management Conference | Mumbai

9th India Wealth Management Conference | Mumbai

  • August 2, 2024
  • 9.00 am - 6.30 pm
  • St Regis, Mumbai

Bijal Ajinkya

Bijal Ajinkya, a partner in the Direct Tax, Private Client, and Investment Funds practice groups in the Mumbai office, has over 24 years of experience. She specializes in international tax, inbound and outbound investment structuring, SPAC transactions, M&A tax negotiations, tax insurance, and complex tax issues like GAAR, POEM, and PE. Bijal has led many successful and groundbreaking tax litigations in India, offering unique litigation strategies and serving as an expert witness in international arbitration. She recently concluded a precedent-setting tax information exchange case involving the Channel Islands. Her notable international tax litigation work includes cases on the India-Mauritius Tax Treaty, Minimum Alternate Tax for Foreign Portfolio Investors, and taxation issues for companies like Morgan Stanley and Dun & Bradstreet. As a Private Client practitioner, Bijal advises on succession planning, asset protection, and cross-border inheritance tax, helping family businesses create frameworks for wealth and leadership succession. Bijal has pioneered tax structures for investment funds and has been recognized by IFA, India, for her contributions. She advises clients on fund formation, structuring, and has represented fund managers before tax authorities. Bijal is regularly featured in leading legal directories like Chambers & Partners, Legal 500, and Who’s Who Legal. She was ranked as a Leader Tax Champion by Legal Era and one of Asia’s Top 15 Female Lawyers by Asian Legal Business in 2021. Bijal is a serving Steering Committee Member of Private Client Exchange, Asia. She is the first Indian lawyer admitted as an international fellow to ACTEC and actively participates in consultations with the Indian Government on tax policies.

Daniel Farley

Dan Farley is executive vice president of State Street Global Advisors, and chief investment officer of the Investment Solutions Group. In this role, he oversees a team of over 75 investment professionals managing over US$180 billion in multi-asset class portfolios, including tactical asset allocation, liability driven investments and working with clients in developing customized investment portfolios to meet their specific objectives. He is also a member of our Executive Management Group. Prior to this role he was responsible for the US multi-asset class solutions team. Dan holds a Master of Business Administration from Bentley University, a Bachelor of Science in business administration from Stonehill College and has earned the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Institute and the Boston Securities Analyst Society. He is on the State Street Foundation's Corporate Allocations Committee and executive sponsor of the firm's Latin American Professionals Group. Dan is a frequent speaker with the media and conferences on a variety of investment topics. He is also vice chairman of the Board at the Crispus Attucks Children's Center.

Satish Swamy, CFA

Satish Swamy, CFA is senior managing director at the University of California Investments office, which he joined in 1998. He is currently the Head of Asia, co-head of both Global Real Estate and Asset Allocation for the UC system’s $160 Billion portfolio including oversight of global fixed income.  His more than 30 years of investment industry experience have also included positions with Lincoln Financial Group and Analytic Investors. At UC Investments, Swamy is a member of the leadership team and investment committee. He is also a member of the finance faculty at the Haas School of Business at UC Berkeley and the University of San Francisco where he teaches an elective in Finance for MBA students. Swamy received his B.E.in electronics engineering from Bangalore University, a M.S. in electrical and computer engineering from University of Houston, and an M.B.A. in finance from University of Southern California. He was a board member of the CFA society of San Francisco from 2004-2012 and served as society president in 2010-2011.  He has published in the Handbook of Derivative Instruments and was invited to present a paper at the Federal Reserve Bank of Atlanta’s financial market conference in 2017.

Umang Papneja

Umang Papneja is CEO at Julius Baer India. A seasoned banker with a proven track record and profound knowledge of working in businesses of significant scale, size, and reputation. In his current role, Umang is responsible for driving the India growth strategy, focusing on building up a major presence locally. He is also responsible to steer the firm's local product and infrastructure innovation and develop a broader range of sophisticated and relevant products and services catered to the growing community of high-net-worth individuals in India. During his long tenured career, Umang has held several senior management positions in the finance and private banking and wealth management industry. In September 2009, he joined IIFL Wealth where he was instrumental in providing strategic guidance for investment decisions across asset classes including equities, real estate, fixed income, commodities, and alternatives with a focus on continuous product innovation. In September 2005, he joined Societe Generale Private Banking in Mumbai as Director & Head, Investment Advisory, India and successfully created investment products and ideas for domestic and NRI clients of the Global Indian Subcontinent. A post-graduate in Management Studies (Finance) from Jamnalal Bajaj Institute of Management Studies, Umang has also completed an executive programme from Singularity University, US.

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PGIM is the asset management business of Prudential Financial Inc with USD 1.34 trillion in assets under management as of March 31, 2024. (PFI). PFI has a history that dates back over 145 years and through more than 30 market cycles.   PGIM India Asset Management is a full-service investment manager offering a broad range of equity and fixed income solutions to retail, high net worth individuals and institutional investors throughout the country.  In addition to managing our investors assets through domestic Mutual Funds, we also offer Offshore Funds, Alternatives and Portfolio Management Services. Built on a foundation of strength, stability and disciplined risk management, our firm is comprised of autonomous asset management businesses, each specializing in a particular asset class across public and private markets with a focused investment approach. PGIM has its presence across 19 countries through 41 office locations with over 1,400+ investment professionals. PGIM India brings a rich blend of global resources, intellectual acumen and local investment expertise and is committed to designing superior and meaningful, wealth-building solutions for our investors.
5 PL

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
2024-8-2 09:00 2024-8-2 18:30 Asia/Kolkata 9th India Wealth Management Conference | Mumbai FROM DISRUPTION TO TRANSFORMATION In the recent years marked by uncertainty and global disruption, the Indian investor has evolved. A roaring bull market, economic progress, online access to capital markets and the India tech stack resulted in resilient domestic flows. A thriving investment culture has emerged, led by a surge in “DIY (Do-It-Yourself)” and “Advised” St Regis, Mumbai
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