FIRE: Financial Independence, Retire Early | Pune
- October 28, 2023
- 10:00 am - 2: 30 pm IST
- Hyatt Regency, Pune
CFA Society India is pleased to invite you for an engaging Panel Discussion on – ‘FIRE: Financial Independence, Retire Early.’
Conventional norms expect a professional to work hard, save and invest money until the age of 60 and then retire to enjoy the fruits of their 30 to 40 years of hard work. However, lately the FIRE: Financial Independence, Retire Early movement is gaining popularity. Many burnt out professionals aspire to quit their demanding jobs by the age of 40 or 50 for having better control over their time and freedom to peruse what they love.
While financial security and freedom from stress is alluring, many hesitate to retire early because of risk of financial emergency and potential boredom. Achieving financial security is the biggest challenge for most of the FIRE aspirants.
Acknowledging the interest in the FIRE movement, CFA Society India has arranged a discussion on the topic of early retirement. Our panel includes eminent professionals who have stepped out of conventional corporate grind and are living a productive yet satisfying life.
During the session, the speakers will share their journey, experiences and insights on FIRE.
EVENT DETAILS:
DATE: Saturday, 28th October, 2023
TIME: 10:00 a.m. to 12:00 a.m., followed by a lunch (Registration begins at 9:30 a.m.)
VENUE: Hyatt Regency Pune & Residences, WEIKFIELD IT CITI INFO PARK, Nagar Rd, Sakore Nagar, Viman Nagar, Pune, Maharashtra 411014
REGISTRATION:
CFA Society India Members: INR 800 (Refunded to attendees after the event)
CFA Charter Pending: INR 1000 (all inclusive)
CFA Program Candidates: INR 1000 (all inclusive)
Others: INR 2000 (all inclusive)
CONFIRMED SPEAKERS
Karan Datta
Karan Datta is a seasoned financial services professional with a remarkable track record spanning over two decades. Throughout his career, he has excelled in asset and fund management, contributing to the growth and success of prominent global and domestic firms like Goldman Sachs, Franklin Templeton, and Axis Mutual Fund. As the former Chief Business Officer at Axis Mutual Fund, Karan played a pivotal role as a founding member and steered the organization to become one of the top 7 asset managers in India. Currently, Karan serves as an independent director on the boards of Prudent Corporate Advisory and Edelweiss Asset Management, further showcasing his expertise and trusted presence in the industry. Beyond his financial acumen, Karan is geopolitical events and their economic implications, sharing his insights as a knowledgeable speaker on various topics, ranging from geopolitics to investments. Apart from his professional achievements, Karan is also known for his enthusiasm in fashion and fitness. A dedicated sportsman, he actively pursues his love for sports and embraces a fitness-oriented lifestyle. With a diverse range of interests and a wealth of experience, Karan Datta continues to make significant contributions to both the financial and broader realms, inspiring others through his multifaceted journey.
Rajendra Kalur, CFA
Rajendra is an Independent Consultant-cum-Financial educator and has over 25 years of experience in the financial services domain comprising asset management, investment banking, wealth management and insurance. Rajendra has worked across the value chain and has expertise in nurturing nascent businesses and transforming business models. His last full time assignment was as co-founder of a boutique wealth management firm which he led as a Director & CEO. Rajendra is MBA from Cranfield School of Management, UK
Umesh V. Kudalkar, CFA
Mr.Kudalkar is a CFA Charterholder, Masters in Financial Management and Mechanical
Engineer. He has more than 35 years of experience in Corporate Finance, Venture Capital and
Private Equity. He was the Chief Investment Officer of Dr. Cyrus S. Poonawalla, a Billionaire ranked 4th in India and Serum Institute (World's largest producer of Measles and DTP group of vaccines). He managed a portfolio of more than USD 500 Million. Previously he was the fund manager and part of the team that raised an AIM London listed USD. 200 Million Energy fund. This represented the largest fundraising on AIM in CY 2008. He also
successfully raised VC funds and made some very successful Venture capital investments in
Robotics, Aviation Electronics, Nutraceuticals and Software Products in India. Prior to 1999, he worked with SICOM, a Development Financial Institution in the Corporate SME Lending function. Currently, Umesh is a Director of Multi-Act Trade and Investments, a Global Equity Research and Portfolio Advisory Firm. He offers advice on Evaluation of Fintech Investments (through
Multi-Act Private Equity Investment Trust - Category II AIF). Umesh is a volunteer of the CFA Institute for the past 11 years and a member of Pune International Centre (PIC). He is the author of the PIC policy paper 'List or Trade in India: Towards FDI 2.0'. His article on this topic also appeared in ‘The Hindu’ along with co-authors Dr.Vijay Kelkar and Dr. Narendra Jadhav.
Hrishikesh Deshmukh, CFA
Hrishikesh Deshmukh, CFA is a true learner and problem solver. He has been working on wide range of functions including Big data analytics, Natural language processing, Investment analysis, Alternative investment services, Real estate administration etc. At present Hrishikesh works as Director. He holds MBA from Nirma University along with Science degree in Physics. After earning his CFA charter in 2012 Hrishikesh has been very active volunteer since. He is very active volunteer of CFA Institute Pune chapter. He currently holds co-chair of all India PCE committee and is a core team member of India Research challenge. In his free time Hrishikesh likes to research different destination and travel to them. He loves reading non-fictional articles. Currently he has taken to studying Artificial Intelligence and Block-chain to perceive their effect on financial industry
Karan Datta
Karan Datta is a seasoned financial services professional with a remarkable track record spanning over two decades. Throughout his career, he has excelled in asset and fund management, contributing to the growth and success of prominent global and domestic firms like Goldman Sachs, Franklin Templeton, and Axis Mutual Fund. As the former Chief Business Officer at Axis Mutual Fund, Karan played a pivotal role as a founding member and steered the organization to become one of the top 7 asset managers in India. Currently, Karan serves as an independent director on the boards of Prudent Corporate Advisory and Edelweiss Asset Management, further showcasing his expertise and trusted presence in the industry. Beyond his financial acumen, Karan is geopolitical events and their economic implications, sharing his insights as a knowledgeable speaker on various topics, ranging from geopolitics to investments. Apart from his professional achievements, Karan is also known for his enthusiasm in fashion and fitness. A dedicated sportsman, he actively pursues his love for sports and embraces a fitness-oriented lifestyle. With a diverse range of interests and a wealth of experience, Karan Datta continues to make significant contributions to both the financial and broader realms, inspiring others through his multifaceted journey.
Rajendra Kalur, CFA
Rajendra is an Independent Consultant-cum-Financial educator and has over 25 years of experience in the financial services domain comprising asset management, investment banking, wealth management and insurance. Rajendra has worked across the value chain and has expertise in nurturing nascent businesses and transforming business models. His last full time assignment was as co-founder of a boutique wealth management firm which he led as a Director & CEO. Rajendra is MBA from Cranfield School of Management, UK
Umesh V. Kudalkar, CFA
Mr.Kudalkar is a CFA Charterholder, Masters in Financial Management and Mechanical
Engineer. He has more than 35 years of experience in Corporate Finance, Venture Capital and
Private Equity. He was the Chief Investment Officer of Dr. Cyrus S. Poonawalla, a Billionaire ranked 4th in India and Serum Institute (World's largest producer of Measles and DTP group of vaccines). He managed a portfolio of more than USD 500 Million. Previously he was the fund manager and part of the team that raised an AIM London listed USD. 200 Million Energy fund. This represented the largest fundraising on AIM in CY 2008. He also
successfully raised VC funds and made some very successful Venture capital investments in
Robotics, Aviation Electronics, Nutraceuticals and Software Products in India. Prior to 1999, he worked with SICOM, a Development Financial Institution in the Corporate SME Lending function. Currently, Umesh is a Director of Multi-Act Trade and Investments, a Global Equity Research and Portfolio Advisory Firm. He offers advice on Evaluation of Fintech Investments (through
Multi-Act Private Equity Investment Trust - Category II AIF). Umesh is a volunteer of the CFA Institute for the past 11 years and a member of Pune International Centre (PIC). He is the author of the PIC policy paper 'List or Trade in India: Towards FDI 2.0'. His article on this topic also appeared in ‘The Hindu’ along with co-authors Dr.Vijay Kelkar and Dr. Narendra Jadhav.
Hrishikesh Deshmukh, CFA
Hrishikesh Deshmukh, CFA is a true learner and problem solver. He has been working on wide range of functions including Big data analytics, Natural language processing, Investment analysis, Alternative investment services, Real estate administration etc. At present Hrishikesh works as Director. He holds MBA from Nirma University along with Science degree in Physics. After earning his CFA charter in 2012 Hrishikesh has been very active volunteer since. He is very active volunteer of CFA Institute Pune chapter. He currently holds co-chair of all India PCE committee and is a core team member of India Research challenge. In his free time Hrishikesh likes to research different destination and travel to them. He loves reading non-fictional articles. Currently he has taken to studying Artificial Intelligence and Block-chain to perceive their effect on financial industry
2 PLCFA 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 |