Ethics, Governance and Sustainability Conference 2026
Date – Wednesday, 25th March 2026
Venue – Golconda Ballroom, Trident BKC Mumbai, Bandra Kurla Complex, Mumbai 400098
Ethics, strong governance, and sustainability lie at the heart of investor trust, resilient capital markets, and inclusive economic growth. Over the past several decades, India has successfully built robust legal, regulatory, and market institutions that have enabled companies to raise capital and investors to participate in the growth story with greater confidence. Yet, frequent headlines and regulatory orders remind us that the journey is far from complete.
Conceived and led by CFA Society India, the inaugural edition of the Ethics, Governance & Sustainability Conference 2026 is a dedicated platform to reflect on this responsibility and chart a way forward for the Indian investment profession. This annual conference is anchored in the mission of CFA Institute and CFA Society India to lead the investment profession by setting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
The conference aims to bring together senior leaders from asset management firms, corporates, boards, regulators, and advisory organizations to engage in a candid, practitioner-focused dialogue. The common thread running through the conference is the idea of responsibility: as professionals who benefit from well-functioning markets and strong institutions, how can we actively contribute to stable, inclusive, and sustainable economic growth in India?
Through a mix of practitioner workshops, keynote addresses, and panel discussions, the conference will explore:
- How investment firms can strengthen ethical culture and decision-making, drawing on lessons from India and global markets.
- The evolving status of stewardship in India and the role of investors in improving corporate governance.
- How investment organizations can enhance their own governance, risk, and management practices.
- The role of institutional investors in advancing sustainability and responsible investment, and how the broader investment community can be more effective change agents.
Participants will hear from marquee industry speakers, including CIOs, board members, and senior investment leaders, who will share real-world perspectives and emerging best practices. The conference also showcases the ongoing work of CFA Institute, CFA Society India, and its partner institutions across research, advocacy, and investor education on these topics. By convening the ecosystem around ethics, governance, and sustainability, this conference seeks to move the conversation from compliance to commitment and from isolated initiatives to collective action.
Pre-Conference Workshop
Practitioner’s Workshop
Time: 09:00 AM – 01:30 PM
Venue: Golconda Ballroom, Trident BKC Mumbai, Bandra Kurla Complex, Mumbai – 400098
Main Conference
Time: 02:30 PM – 09:00 PM, followed by Dinner
Venue: Golconda Ballroom, Trident BKC Mumbai, Bandra Kurla Complex, Mumbai – 400098
Date: 25th March 2026
VALLABH BHANSALI
Co-Founder and Chairman, Enam Group
AMARJEET SINGH
Whole-Time Member Securities and Exchange Board of India (SEBI)
DEEPAK SATWALEKAR
Independent Director Former Managing Director, HDFC Ltd.
Mr. Deepak M. Satwalekar is currently active on the Advisory Boards of a few non-profit organisations, engaged in the field of primary education for the low-income and underprivileged members of society in rural and semi-urban India.
He was the Managing Director of HDFC Ltd till 2000, and thereafter the Managing Director and CEO of HDFC Standard Life Insurance Co. Ltd till 2008.
He is currently on the Board of Directors of two listed companies
He had also been a consultant to the World Bank, the Asian Development Bank, and the United Nations Human Settlements Programme (HABITAT) among others.
He was on the Board of a technology incubator and served on the India Advisory Board of a large European bank.
He has chaired or been a member of several expert groups set up by industry/ Government/ Reserve Bank of India/Insurance Regulatory and Development Authority.
He was the Chairman, Board of Governors of the Indian Institute of Management, Indore.
He is a recipient of the ‘Distinguished’ Alumnus Award’ from the Indian Institute of Technology (IIT), Bombay.
SHRI SASHI KRISHNAN
Director, NISM
BHAVESH BAJAJ
ESG Analyst - HDFC Asset Management
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.
Shreenivas Kunte, CFA, Ph.D
Shreenivas works as Senior Lead, Investment Research and AI, at HDFC AMC. In this role, Shreenivas leads HDFC AMC’s work in the application of AI and deep tech in investment decision making. Shreenivas has over 25 years of experience in various investment roles in India, Japan, Hong Kong and Singapore. Before joining HDFC AMC, Shreenivas served as the Director of Content at CFA Institute and worked as the Trading Strategist at Citi in the Japanese and Indian markets. He also speaks the Japanese language. As a CFA Society India volunteer, Shreenivas has worked closely with members and regulators, conducting workshops on AI and machine learning applications using Python. He has led research initiatives and authored articles on a wide range of investing topics. Shreenivas is passionate about spreading financial awareness and emphasizing the urgency of environmental conservation. He is also a long-distance marathoner and an avid fitness enthusiast. Shreenivas was awarded the CFA Charter in 2003. He holds a Doctor of Philosophy degree from IIT Bombay and a Certificate in Investment Performance Measurement (CIPM) from the CFA Institute.
Vidhu Shekhar, CFA
Adjunct Professor & Independent Consultant | Former Country Head, CFA Institute India
Vidhu Shekhar, CFA
Adjunct Professor & Independent Consultant | Former Country Head, CFA Institute India
Vidhu Shekhar is the former Country Head, India for CFA Institute. Mr. Shekhar had a career spanning more than three decades in India and abroad, including the National Stock Exchange of India, IDBI Capital Markets and as Managing Director of E*Trade Systems (India) Pvt Ltd. He is a CFA charter holder and founding member of CFA Society India. He was also the Vice President and member of the Board of CFA Society India for several years.
Mr. Shekhar has an MBA from the Indian Institute of Management, Ahmedabad and a degree in Physics from Delhi University. He has contributed extensively to policy advocacy and research throughout his career and has been a member of several industry and regulatory committees during his career. He is currently a visiting professor at several business schools and teaches courses related to corporate governance, sustainability and ethics.
Anil Ghilani, CFA
Head of Passive Investments & Products @ DSP Mutual Fund
Anil has been a volunteer with the CFA Society India since the past 2 decades and has served as the Vice Chairman on the board. Besides this volunteer role, Anil has been working with DSP Group since 2003. He is currently Head of Passive Investments & Products, managing a range of ETFs and Index Funds across equities, fixed income and commodities. Previously, he served as the CEO & Chief Investment Officer at DSP BlackRock Pension Fund Managers. Earlier in his career at DSP, he led the Risk and Quantitative Analysis team providing quantitative research inputs and buy-side credit research on companies across various sectors. Prior to joining DSP, Anil worked at IL&FS Asset Management Company and at S.R. Batliboi a member firm of EY.
Navneet Munot
Managing Director and CEO HDFC Asset Management
Workshop Details
Time: 9:00 AM - 01:30 PM
Venue: Golconda Ballroom, Trident, BKC, Mumbai -400098
Practitioner’s Workshop:
Join Bhavesh Bajaj, ESG Analyst at HDFC Asset Management, for a focused workshop designed for CFA candidates and charterholders seeking to deepen their understanding of sustainability‑aligned investment practices. This session will demystify ESG incorporation in valuation models, explore real‑world case studies, and highlight how sustainability risks and opportunities can shape financial outcomes. Participants will develop a clearer perspective on identifying material ESG factors, evaluating their financial implications, and incorporating them effectively into investment decision‑making.Platinum Sponsor
Knowledge Partner
|
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 |