From Spreadsheets to Strategy: A Pragmatic Approach to Dynamic Portfolio Allocation

From Spreadsheets to Strategy: A Pragmatic Approach to Dynamic Portfolio Allocation

  • July 18, 2025
  • 7:00 pm to 8:30 pm
  • Sunville Banquets, Worli


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.

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2025-7-18 19:59 2025-7-18 20:30 Asia/Kolkata 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 Sunville Banquets, Worli
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