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.Subsequently he set up the InCred Asset Management, where he was the CIO & CEO and was responsible for overseeing the company’s investment strategy and managing its portfolio of assets.

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.” 

Gaurav Kaushik CFA

Gaurav Kaushik CFA is a Director for Client Relations at Kotak Private Banking. He has over 18 years of experience in private banking and has been an integral part of Kotak Wealth Management since inception. Prior to his current role as a team leader he has been a portfolio analyst at Kotak family office managing discretionary and non-discretionary portfolios. A CFA  charter holder and an active volunteer at CFA society since 2012. Currently serves as Co-Chair , Professional learning committee and drives the Delhi chapter.

Jitendra Chawla, CFA

Jitendra is Vice President – Investment Solutions at Deutsche Bank Private Wealth Management. Previously, he has worked as an investment advisor and wealth manager in organizations like Kotak Bank Wealth Management, Citi Wealth Advisors, ABN AMRO Bank, Standard Chartered Bank and as an analyst at Sharekhan.com. He holds a Bachelor’s degree in Commerce from Delhi University and a Post Graduate Diploma in Business Management. Jitendra is a CFA Charterholder since 2009 and has been an active volunteer in the Delhi Chapter of CFA Society India since 2012. He is also serving in a voluntary capacity on the Board of Directors of the Society since 2017.

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). 

Registration

9:00 AM - 9:30 AM

Conference Chair

9:30 AM - 9:40 AM

Opening Remarks

9:40 AM - 10:00 AM

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

Session 1

10:00 AM -11 :10 AM

Speaker

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

Moderator

Satyadeep Jain

Director,Institutional Equities Research team at Ambit

Networking+ Tea Break

11:10 AM - 11 :40 AM

Session 2

11 :40 AM - 12:50 PM

Speaker

Dinesh Balachandran, CFA
Head of Equities, SBI Mutual Fund

Moderator

Jitendra Chawla, CFA

Vice President,Investment Solutions at Deutsche Bank Private Wealth Management.

Networking Lunch

12:50 PM - 2:00 PM

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

2:00 PM - 3:10 PM

Speaker

Mrinal Singh
Head, Alternates (listed Equities), Bandhan AMC

Moderator

Gaurav Kaushik,CFA

Director,Client Relations at Kotak Private Banking

Networking+ Tea Break

3:10 PM - 3:40 PM

Session 4 - Approach to Contrarian Investing

3:40 PM - 4:50 PM

Ganeshram Jayaraman
CIO and Head, Avendus Public Equities

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
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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
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