From Spreadsheets to Strategy: A Pragmatic Approach to Dynamic Portfolio Allocation
Join us for “From Spreadsheets to Strategy: A Pragmatic Approach to Dynamic Portfolio Allocation,” an interactive, case study–driven session designed for seasoned investment professionals. This deep-dive will explore how portfolio are constructed in practice, with a focus on dynamically adjusting equity portfolios in response to evolving macroeconomic conditions. Learn practical techniques for position sizing under uncertainty, and how to manage risk and liquidity through market cycles. Through real-world examples—including Buoyant Capital’s own sector rotation and cap-size shifts—you’ll gain insight into identifying key inflection points in economic and market cycles. This session goes beyond theory, offering a hands-on look at how strategic pivots happen in the real world.
EVENT DETAILS:
DATE: Friday, 18th July, 2025
TIME: 7:00 pm to 8:30 pm
(Followed by Dinner)
VENUE: Sunville Banquets, Worli
REGISTRATION:
CFA Society India members: INR 500
CFA Program Candidates: INR 1500
Others: INR 2500
CFA Society Members- Paid Society Dues on or before 30th June:Free
Jigar Mistry
Jigar Mistry is the Co-Founder of Buoyant Capital, a Mumbai-based investment firm started in 2017. He is a Chartered Accountant and CFA with 20+ years in equity research and portfolio management. Previously, he held senior roles at HSBC Securities, Kotak, and Quant Capital. At Buoyant, he manages a dynamic multi-cap fund focused on risk-adjusted returns.
He’s known for deep sector expertise and market insights, especially in financials, materials, and strategy.