9th Value Investing Pioneers Summit 2025|Delhi

9th Value Investing Pioneers Summit 2025|Delhi

  • November 15, 2025
  • 9:00 am to 5:00 pm
  • Hyatt Regency, Delhi


Sailesh Bhan

Sailesh Raj Bhan is the CIO Equities at Nippon Life India Asset Management overlooking close to S30bn of Active Equities. Sailesh has over 29 years of experience in Indian Equity Markets with over 21 years at Nippon Life India Asset Management Limited.Sailesh is among one of the longest serving equity fund managers in Indian Mutual Fund Industry with over 2 decades of fund management expertise. About one in three folios in Indian Equity Mutual Fund industry is with Nippon Life India Asset Management Ltd.He manages the flagship diversified equity schemes like Nippon India Multi Cap Fund since its inception in March 2005 (over 19 years) and Nippon India Large Cap Fund since its inception 2007 (over 17 years).Sailesh also manages the Largest Pharma Sector Fund in India since its inception in May 2004.

Dinesh Balachandran, CFA

Mr. Dinesh Balachandran is a seasoned investment professional with over 23 years of experience across global and Indian financial markets. He joined SBI Funds Management Limited (SBIFM) in 2012 as a Senior Credit Analyst and went on to head both the Research and Equity teams, while actively managing several funds. Currently serving as Head of Investments, he oversees the firm’s investment strategy and continues to manage a number of funds directly. Prior to joining SBIFM, Dinesh spent over a decade at Fidelity Investments in Boston, USA, where he specialized in Structured Finance and the U.S. Fixed Income markets. He holds a B.Tech from the Indian Institute of Technology (IIT), Bombay, and an M.S. from the Massachusetts Institute of Technology (MIT), USA. He is also a CFA Charterholder.

Mrinal Singh

Mr. Singh has over two decades of rich experience and a successful track record in investment management and equity research.

A well known name in the field of “Value Investing”, he is known for long-term approach and keen eye on Risk-adjusted returns. As a fund management veteran, he positions himself as experienced but hungry investor: he credits rigorous bottom-up research and steadfast process for his funds’ outperformance, yet reminds listeners that “equity investments is a long term process and there can’t be shortcuts for wealth generation”. He routinely invokes the principle of “margin of safety” and counsels embracing volatility for superior returns. He has multiple times stuck to his conviction through tough and demanding situations.Professionally he made his mark by pioneering Value Style of investing in a growth market like India during his more than 12 year stint with ICICI Prudential AMC. As Deputy Chief Investment Officer, at ICICI Prudential AMC he managed various flagship products like ICICI Prudential Value Discovery Fund for 10 years, ICICI Prudential Midcap Fund for 5 years, ICICI Prudential Focused Equity Fund for 5 years amongst many other industry leading return generating fund mandates. He was instrumental in building the AMC’s research processes, product strategy as well as business & talent development.Currently, he heads ‘Vedartha’ which is the Alternative Investment arm of Bandhan AMC as “Head -Alternates (Listed Equity)”.Mr. Singh is a Mechanical Engineer & an alumnus of SP Jain Institute of Management & Research, Mumbai. He is also passionate about team building & social causes for poverty eradication in the country. He has been a vocal advocate for empowering individuals with the knowledge and skills they need to make informed financial decisions and achieve their financial goals.

 

Ganeshram Jayaraman

Mr. Ganeshram Jayaraman has over 25+ years of experience in equities. He has joined Avendus Long Only Public Equities as Chief Investment Officer & Head.Prior to assuming his current role, he headed the Institutional Equities division of Spark Institutional Equities Private Limited for 18 years. He joined as the first professional in 2006 and thereon was instrumental in building the Institutional Equities business at Spark to its market-leading position. As MD and Head of the business, he led India's top ranked strategy desk advising CIOs and portfolio managers on their India portfolios. He played a pivotal role in nurturing and growing the business, steering it through critical phases of development and expansion. In his early days, he worked with Standard Chartered, Crisil Global Research & HSBC.With a keen focus on building a credible, differentiated, and scaled domestic investment platform, he is going to be at the forefront of driving our long-term investment strategiesHe is a CPA and is deeply passionate about family, food and cricket.

Marg Franklin, CFA

Margaret Franklin, CFA, is  President and Chief Executive Officer of CFA Institute. She leads CFA Institute in promoting the highest standards of education, ethics, and excellence in the investment profession. She assumed her role in September 2019 and has more than 25 years of industry experience. Before joining CFA Institute, Margaret led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Advisory Services in Canada. She is a founding member of the CFA Institute Women in Investment Initiative and sits on its Future of Finance content council. Margaret holds a bachelor’s degree in administration in economics from McMaster University, Ontario.” 

Jitendra Chawla, CFA

Jitendra has over 25 years of experience in investment management, asset allocation, portfolio structuring, and relationship management. Currently, he is the Head of Client Relations and Distribution (North) for PPFAS AMC. His previous experience includes various key positions at Deutsche Private Wealth, Citi Wealth Advisors, Kotak Private Wealth, ABN AMRO Bank, and Standard Chartered Bank. Jitendra holds a Bachelor’s Degree in Commerce from Delhi University and a Postgraduate Diploma in Business Management. He is also a CFA charterholder

Satyadeep Jain

Satyadeep Jain is a Director in the Institutional Equities Research team at Ambit, where he leads coverage on the Metals, Mining, Cement, Utilities, and New Energy sectors. With over a decade of experience in equity research across global and Indian markets, he brings deep domain expertise and a structured fundamental approach to evaluating long-term sectoral trends, policy shifts, cost cycles, capex dynamics, and company-level strategy. Prior to joining Ambit, Satyadeep worked with leading global research platforms, including Vertical Research Partners, Sterne Agee & Leach, and earlier in his career with Jefferies, where he focused extensively on industrials and commodities across emerging and developed markets. At Ambit, he is responsible for driving sector-focused research, publishing sector insights, and engaging closely with institutional investors, corporate leadership teams, and industry stakeholders. Satyadeep holds an MBA in Finance and Accounting from the NYU Stern School of Business and is also a Chartered Financial Analyst (CFA). 

Gaurav Kaushik, CFA

Gaurav currently serves as Executive Director at Avendus Wealth Management. He has over two decades of experience in Wealth management in India. Previously he had a successful 18 year stint at Kotak Wealth Management (now Kotak Private) working in various roles in Family office advisory and Client relations. He has been an active member of the CFA Society India since 2012 and currently serves as Co-Chair , Professional learning committee and leads the Delhi chapter. He completed his graduation from SSCBS in Delhi University and attained his CFA Charter in 2011 .

Rajesh Sehgal, CFA

Rajesh is the Managing Partner at Equanimity Investments. He is a board member of the CFA Society India. He is a long-term investor with tremendous breadth and depth of experience, managing early stage investments, private equity and public equity funds for over two decades. He has on-the-ground experience across emerging market countries, analysing various industries and businesses spanning different stages of their lifecycle. He has been active in the Indian startup ecosystem since 2007 when he made his first startup investment. Since then, he has been a prolific angel investor, having invested in over 20 startups. Rajesh is a Wharton alumnus in addition to being an XLRI Management graduate specializing in finance and marketing. He is a CFA charter holder and has earned a Post Graduate diploma in Securities Law from Mumbai University.

Registration

9:00 AM - 9:30 AM

Conference Hosts

9:30 AM - 9:40 AM

Parvez Abbas, CFA
Volunteer, CFA Society India

Akshay Pahwa, CFA
Volunteer, CFA Society India

 

Opening Remarks

9:40 AM - 10:00 AM

Margaret Franklin, CFA
President and Chief Executive Officer, CFA Institute

From Macro to Micro: Lessons From A Multi-Asset Investment Journey

10:00 AM -11 :10 AM

Speaker

Dinesh Balachandran, CFA
Head of Equities, SBI Mutual Fund

Moderator

Jitendra Chawla, CFA
Ex-Director, CFA Society India

Networking+ Tea Break

11:10 AM - 11 :40 AM

Approach to long term investing from mutual fund perspective

11 :40 AM - 12:50 PM

Speaker

Sailesh Raj Bhan
CIO, Equities, Nippon Life India Asset Management

Moderator

Satyadeep Jain
Director, Institutional Equities Research team at Ambit

 

Networking Lunch

12:50 PM - 1:50 PM

20 Years of Indian Association of Investments Professionals

1:50 PM - 2:00 PM

Rajesh Sehgal,CFA
Chairperson, CFA Society India

Arati Porwal
Country Head – India, CFA Institute

Session 3 - Investing Using Common Sense in the Era of Al

2:00 PM - 3:10 PM

Speaker

Mrinal Singh
Head, Alternates (listed Equities), Vedartha

Moderator

Gaurav Kaushik, CFA
Chapter Co-Chair-Delhi, CFA Society india

 

Networking+ Tea Break

3:10 PM - 3:40 PM

Session 4 - Approach to Contrarian Investing

3:40 PM - 4:50 PM

Speaker

Ganeshram Jayaraman
CIO and Head, Avendus Public Equities

Moderator

Rajesh Seghal,CFA
Chairperson, CFA Society India

Closing Remarks

4:50 PM - 5:00 PM

             
 

           
 
     
   

 
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
SHARE[addtoany]
2025-11-15 09:00 2025-11-15 17:00 Asia/Kolkata 9th Value Investing Pioneers Summit 2025|Delhi “It is not knowledge, but the act of learning, not possession but the act of getting there, which grants the greatest enjoyment.” — Carl Friedrich Gauss This powerful insight resonates deeply with a core principle of value investing: true fulfillment arises not from the destination, but from the journey itself. In both investing and learning, Hyatt Regency, Delhi
Save Event to Calendar
past event
0