“Who stole my returns – Me or Market” – A different perspective on investment risks and forensic insights
- September 16, 2021
- 5:00 PM - 6:30 PM IST
We are pleased to announce the upcoming webinar on “Who stole my returns – Me or Market” – A different perspective on investment risks and forensic insights, on 16th September 2021, 5.00 pm IST”.
In this webinar, Vikas Khemani & Manoj Bahety will provide members with an overview of how investors assumes different types of risks unknowingly and generate suboptimal return. The session will deep dive into forensic, governance, business disruption, management, capital allocation issues which has led to significant wealth destruction in the past.
Vikas Khemani, Founder of Carnelian Capital is a Chartered Accountant & CFA Charter holder, having ~ 25 years of capital markets experience, most recently as the CEO of Edelweiss Securities Ltd, where he spent 17 years incubating & building several businesses to leadership including Institutional Equities business and Equity Research. He has a strong business acumen & deep understanding of Capital markets; enjoys strong reputation with Corporate India. He is Associated with several industry bodies and committees served as a member of the CII National Council on Corporate Governance & FICCI Capital Markets Committee, serving as an invited member of Executive Council of Bombay Management Association and a Member of Young Presidents Organization (YPO) a global forum for entrepreneurs and CEOs. He was awarded the Young Professional Achievers Award for the service sector by the Institute of Chartered Accountants of India (ICAI) in 2014. His passion for investing took shape during his college days and continues to drive him. He is obsessed with risk reward spectrum. Besides being an avid reader and poker player, Vikas enjoys yoga/meditation and has been running marathons since last 17 years
Manoj Bahety, Co-Founder of Carnelian Capital is a Chartered Accountant & CFA Charter holder, having ~ 22 years of rich & diverse financial services experience with the marquee institutions – Edelweiss Securities, Morgan Stanley, RIL, HPCL. Manoj has spent 11 years at Edelweiss Securities as Dy. Head – Institutional equity research, Head – forensic, thematic & mid cap research. He is known in the industry for his non-consensus research. Pioneered differentiated forensic research , popularly known as “Analysis Beyond Consensus” (ABC research). ABC research has helped investors across the globe to take informed investment decisions based on true numbers instead of reported numbers, thus “avoiding pitfalls”- One of Carnelian’s virtues. Represented various committees of The CFA Institute, including Chairperson of India Advocacy Committee, member of US based global CDPC committee. Manoj is a fitness freak and has been running marathons since the last 10 years
Kunal Sabnis, CFA is a Vice President at Nine Rivers Capital. Kunal has more than a decade experience in Equity Research in buy and sell side roles. After a brief stint with ARCIL (An Asset Reconstruction Company) valuing non-performing loans, Kunal moved to a domestic brokerage house as an analyst tracking Banks and NBFCs. He spent 8 years with VEC Investments, an Alternative Investment Fund, tracking companies across multiple sectors with BFSI as a core specialization. Kunal is CFA Charter holder and MBA Finance from University of Mumbai.
CFA Society India members: Free | CFA Level 3 Cleared: INR 100 | CFA program candidates: INR 100 | Others: INR 150
|This event is qualified for 1.0 PL credit hours for CFA Society India members||Global Passport Accredited Programme Allows members of participating CFA societies to attend each other's society events at the local member price|