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 – 08:00 PM, followed by Dinner
Venue: Golconda Ballroom, Trident BKC Mumbai, Bandra Kurla Complex, Mumbai – 400098
Date: 25th March 2026

Ajay Tyagi, CFA
Head of Equity UTI Asset Management Company Ltd.
Ajay Tyagi is Head of Equities at UTI Asset Management. Ajay joined UTI in the year 2000 and has successfully carried out various roles and responsibilities across equity research, offshore funds as well as domestic onshore funds. At UTI AMC, Ajay leads a team of 30 persons in equity research and fund management.
The assets managed by UTI Mutual Fund is at ₹ 3,893 billion* and the total assets under management of UTI AMC are ₹ 20,854 billion*. Ajay presently manages our flagship equity scheme in India and is also the Investment Advisor to UTI International’s range of India dedicated offshore funds. He manages/ advises funds with a total AUM of around ₹ 352 billion*.
Ajay has won many awards and accolades for his performance both domestically and globally. He is a CFA Charter holder from The CFA Institute, USA and holds a Master’s degree in Finance from Delhi University.
He is a frequent contributor to the media and regularly speaks on investing and markets at various forums.

Amarjeet Singh
Whole-Time Member Securities and Exchange Board of India (SEBI)

Amit Ganatra, CFA
Senior Fund Manager, HDFC AMC

Anil Ghelani, 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.

Bhavesh Bajaj
ESG Analyst - HDFC Asset Management

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.

Mohan Kumar Prabhu, CFA
Director, Investment Consulting AON, Consulting Private Limited

Mohan Kumar Prabhu, CFA
Director, Investment Consulting AON, Consulting Private Limited
Mohan Kumar Prabhu, CFA, FRM, currently serves as the Director, Investment Consulting at Aon Consulting India and heads their Investment Consulting Strategic Client Delivery Solutions business. As part of this role, he leads a team of investment professionals, investment product specialists and full stack technology professionals, responsible for creating market leading digital solutions for portfolio analytics, performance reporting and performance attribution, ESG analytics and reporting, climate modelling and fund manager research for Aon’s clients globally. He has over 20+ years’ experience in the financial services space with expertise in investment consulting, ESG analytics, investment banking, corporate finance, business research, corporate governance research and GCC/offshore delivery management. Prior to Aon Consulting India, he has worked with InGovern Research Services, DSP Merrill Mynch, Bank of America and WNS Global Services in various financial services roles. Mohan holds an MBA in Finance from Welingkar Institute of Management, India and an undergraduate degree in Mechanical Engineering from Manipal Institute of Technology, India. He is also a CFA charter holder and FRM charter holder and is an active volunteer member for the CFA Society of India. He sits on CFA Society’s Research and Advocacy committee and co-chairs the CFA Society’s Sustainability Working Group. He was awarded the CFA Institute Emerging Leader Award in 2024 for his volunteering contributions. He is also a Certified Ethics Trainer with CFA Institute India. He has taken several training sessions on ESG Investing, Ethics in Investing and several other investment topics as a guest faculty for post graduate students at management institutes

Mona Naqvi
Managing Director of Research, Advocacy & Standards (RAS) and Head of the Research & Policy Center

Mona Naqvi
Managing Director of Research, Advocacy & Standards (RAS) and Head of the Research & Policy Center
Mona Naqvi is the Managing Director of Research, Advocacy & Standards (RAS) and Head of the Research & Policy Center at CFA Institute. She leads the Institute’s global research, policy, and standards-setting agenda, shaping the strategic intelligence that underpins the future of the investment profession. A capital markets futurist with expertise spanning finance, technology, and sustainability, Mona previously served as an economist at the Bank of England, a policy advisor to the Obama Administration, and Research Director at a climate-finance think tank funded by former U.S. Vice President Al Gore. She later joined S&P Global, where she spearheaded the S&P 500 ESG Index and founded the S&P Investor Council, representing more than one-third of global AUM. At CFA Institute, Mona oversees initiatives exploring how disruptive forces—from AI and data-driven markets to sustainability and demographic shifts—are reshaping investment practice and market structures. Her work focuses on strengthening market integrity, elevating practitioner insight, and advancing long-term value creation. A published author and regular commentator on Bloomberg and CNBC, Mona is recognized for her research on systemic short-termism, market inefficiencies, and the financial materiality of sustainability. She frequently speaks at global forums and has received multiple industry leadership awards. She also serves on the Governance Council of the International WELL Building Institute.

Navneet Munot, CFA
Managing Director and CEO HDFC Asset Management

Nikunj Dalmia
Partner, Shepherd's Hill Group, Former Editor-in-Chief, ET NOW & ET NOW Swadesh

Nikunj Dalmia
Partner, Shepherd's Hill Group, Former Editor-in-Chief, ET NOW & ET NOW Swadesh

Priyanka Dhingra
Chief Manager, ESG Research, SBIMF
Priyanka is an ESG professional with 12+ years of experience in sustainable finance, environment, climate change and related fields. She is currently handling ESG integration and stewardship initiatives at SBI Funds Management Limited, across all asset classes and represents the AMC on all global and domestic ESG related forums. She has also been a member of the SEBI and AMFI ESG Committees. She has previously worked on ESG ratings and AI tools to automate ESG analysis at MSCI, on environmental and climate change policy frameworks, outreach and knowledge creation at FICCI, on environmental impact assessments at Ramky Enviro Engineers and has also taught environmental studies to University Graduates in Delhi and Mumbai. She is a postgraduate in Environmental Studies from TERI School of Advanced Studies, New Delhi, and a sustainability enthusiast who contributes to various sustainable finance and ESG related institutional publications. She has completed the CFA Institute’s certificate course in ESG Investing.

Rajesh Sehgal, CFA
Chairperson, CFA Society India
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
Director, CFA Society India, Senior Lead Investment Research and AI, HDFC AMC

Shreenivas Kunte, CFA, Ph.D
Director, CFA Society India, Senior Lead Investment Research and AI, HDFC AMC
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.

Shri Sashi Krishnan
Director, NISM

Swarup Anand Mohanty
Vice Chairman & Chief Executive Officer Mirae Asset Investment Managers (India) Pvt. Ltd.

Swarup Anand Mohanty
Vice Chairman & Chief Executive Officer Mirae Asset Investment Managers (India) Pvt. Ltd.
Mr. Swarup Anand Mohanty is the Vice Chairman & CEO of Mirae Asset Investment
Managers (India) Pvt. Ltd., with over 30 years of expertise in financial services,
specializing in Asset Management Sales. Since joining in July 2011, he has led Mirae
Asset’s India operations with visionary leadership, navigating challenging market
conditions with strategic insight.
Mr. Mohanty is a graduate of Stanford Executive Program and an Alumni of Stanford
University’s Graduate School of Business. He also holds a PGDBM and B.Com (Hons.)
degree.
He is actively engaged in key industry bodies, including:
• SEBI’s Mutual Fund Advisory Committee (MFAC)
• Index Advisory Committee (Equity), NSE Indices Limited
• Ministry of Finance’s Committee for Unified Pension Scheme (UPS) investment patterns
Beyond his corporate roles, Mr. Mohanty is an avid music enthusiast, championing the
preservation of vinyl records. He draws parallels between his investment philosophy
and his passion for music, emphasizing patience and long-term vision core principles
that have driven Mirae Asset’s success in India.

Vallabh Bhansali
Co-Founder and Chairman, Enam Group

Vidhu Shekhar, CFA
Adjunct Professor & Independent Consultant, Former Country Head - India, CFA Institute

Vidhu Shekhar, CFA
Adjunct Professor & Independent Consultant, Former Country Head - India, CFA Institute
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.
Registration
8:30 am - 8:55 am
Practitioner’s Workshop 1: Integrating Sustainability in Investment Decision Making
9:00 am - 11:00 am
Practitioner’s Workshop 2: Integrating Sustainability Through Case Based Approach
11:00 am - 1:00 pm
Lunch Break
1:00 pm - 2:15 pm
Welcome Address and Opening Remarks
2:30 pm - 2:45 pm
Fireside Chat
2:45 pm - 3:30 pm
Plenary Address
3:30 pm - 4:15 pm

Nikunj Dalmia
Partner, Shepherd's Hill Group, Former Editor-in-Chief, ET NOW & ET NOW Swadesh
AI and the Future of ESG analysis
4:15 pm - 5:00 pm

Shreenivas Kunte, CFA, Ph.D
Director, CFA Society India, Senior Lead Investment Research and AI, HDFC AMC

Mohan Kumar Prabhu, CFA
Director, Investment Consulting AON, Consulting Private Limited
Networking Tea Break
5:00 pm - 5:30 pm
Role of Ethics and Trust in the Investment Profession
5:30 pm - 6:30 pm

Vidhu Shekhar, CFA
Adjunct Professor & Independent Consultant, Former Country Head - India, CFA Institute
Governance as an Investment Edge for Long‑Term Growth
6:30 pm - 7:30 pm

Swarup Anand Mohanty
Vice Chairman & Chief Executive Officer Mirae Asset Investment Managers (India) Pvt. Ltd.
Ethics in the Age of AI
7:30 pm - 7:45 pm

Mona Naqvi
Managing Director of Research, Advocacy & Standards (RAS) and Head of the Research & Policy Center
Closing Remark
7:45 pm - 8:00 pm

Mohan Kumar Prabhu, CFA
Director, Investment Consulting AON, Consulting Private Limited
Dinner
8:00 pm Onwards
Workshop Details
Time: 9:00 AM - 11:00 AM
Venue: Golconda Ballroom, Trident, BKC, Mumbai -400098
Practitioner’s Workshop 1: Integrating Sustainability in Investment Decision Making
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.Time: 11:00 AM - 01:00 PM
Venue: Golconda Ballroom, Trident, BKC, Mumbai -400098
Practitioner’s Workshop 1: Integrating Sustainability Through Case Based Approach
Join Priyanka Dhingra, Chief Manager, ESG Research at SBIMF, for a focused workshop designed for CFA candidates and charterholders seeking to deepen their understanding of sustainability‑aligned investment practices.|
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 |









Global Passport Accredited Programme Allows members of participating CFA societies to attend each other's society events at the local member price