CFA Society India is pleased to invite you for a session with Mr. Ritesh Jain – Co-Founder, Pinetree Macro.
1) Background: the liquidity way of investing, Tracking the global liquidity flow across past decades, how liquidity impacts economies, markets returns based on liquidity,
2) Present scenario: Liquidity is tightening, Global inflation – is it structural or cyclical, Established global trends reversing? etc.
3) Outlook, conclusion and discussion on the fund
Stan Druckenmiller – “Earnings don’t move the overall market; it’s the federal reserve board….focus on the central banks, and focus on the movement of liquidity….most people in the market are looking for earnings and conventional measures. It’s liquidity that moves market,”
DATE: Friday, 11th November 2022
TIME: 7:00 p.m. to 8:30 p.m. followed by dinner (registration start at 6.30 p.m.)
VENUE: Royal room, Sunville, Worli, Mumbai
CFA Society India members: Free
CFA Charter Pending: INR 1000 (all inclu.)
CFA Program Candidates: INR 1200 (all inclu.)
Others: INR 1500 (all inclu.)
Mr. Ritesh Jain has held many senior leadership roles including CIO – BNP Paribas Mutual Fund, where he was responsible for managing US$1.2 billion of AUM and also has served as the CIO of Tata Mutual Fund, where he was responsible for managing AUM of 6 billion. In 2019, LinkedIn rated him among the top three influencers in the world of Economy and Finance. He is also a recipient of numerous national and international awards in the field of fixed income and equity investments.