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2nd India Alternative and Quantitative Investing Summit
CFA Society India and CFA Institute are delighted to announce the 2nd India Alternative and Quantitative Summit to be held at Radisson Blu Chennai City Centre on 23rd November 2024.
This prestigious conference will bring together industry leaders, quantitative experts, and alternative investment professionals to share cutting-edge insights, trends, and strategies shaping the future of investing. Whether you're a seasoned professional or an emerging investor, this event will provide valuable opportunities to expand your knowledge and network.
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8th Value Investing Pioneers Summit | NEW DELHI
By three methods, we may acquire wisdom: first, through reflection, which is the noblest; second, through imitation, which is the easiest; and third, through experience, which is often the bitterest.” – Confucius In the realm of investing, one fundamental lesson stands out: by focusing on avoiding losses, profits will naturally follow. This principle is equally applicable to the learning process. While practical experience is invaluable, there are lessons that are best learned from the experiences of others. Engaging in certain practices without prior knowledge can lead to costly mistakes. We invite you to join us at the Value Investing Pioneers Summit, a unique platform designed for learning. Here, you will have the opportunity to reflect on and draw inspiration from the insights shared by our esteemed speakers, who collectively bring decades of experience in value investing. This summit offers a chance to sidestep the harsh lessons of experience by learning from the successes and missteps of industry pioneers, who generously share their insights and lessons learned. This conference is a gathering of industry veterans, fund managers, academicians, and students, providing a singular opportunity to connect, collaborate, and cultivate relationships within the value investing ecosystem. Don’t miss this chance to deepen your understanding and enhance your investing acumen by learning from the best in the field.
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4th Masters at Work | Kolkata
" When a collection of brilliant minds, hearts, and talents come together, expect a masterpiece"- Anonymous The CFA Society India is delighted to announce the highly anticipated Masters at Work Summit, a grand event set to grace the vibrant City of Joy on the 21st September 2024. Prepare to embark on a memorable journey with the nation’s most illustrious investors, as they unveil their priceless insights and pioneering strategies to navigate today’s ever-evolving financial markets. Co-hosted CFA Institute, which proudly supports a global network of over 160,000 seasoned practitioners, this summit will bring together the biggest names in the world of Investment. With their profound reservoirs of experience and stellar track records, these master investors will bestow upon you the knowledge and acumen necessary to flourish in the dynamic realm of investment.
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9th India Wealth Management Conference | Mumbai
FROM DISRUPTION TO TRANSFORMATION
In the recent years marked by uncertainty and global disruption, the Indian investor has evolved. A roaring bull market, economic progress, online access to capital markets and the India tech stack resulted in resilient domestic flows. A thriving investment culture has emerged, led by a surge in “DIY (Do-It-Yourself)” and “Advised” wealth solutions for the younger generation of investors.
As macro-economic cycles, wealth effect and regulatory enhancements unfold, it is imperative for wealth managers to incorporate a risk aware and goals oriented approach in advising the next generation of investors. We are bound to witness a transformation of client expectations for hyper personalisation, with technological ease and outcome based portfolio management. A client centric approach that priorities investment policy statement (IPS), asset allocation and rebalancing, tax considerations, succession planning, and in many cases clients’ philanthropy goals may require sophisticated and holistic wealth management solutions.
These shifts necessitate agility and innovation among wealth managers. The defining features of the future model will be sustainable wealth growth, personalisation at scale, global portfolio approach and technology.
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GIFT Your Investment a Global Edge | GIFT City, Gandhinagar
The IFSC Gateway to Markets - Gujarat International Finance Tech (GIFT) city is developed with a vision to become a leading global financial and technology hub. It is envisaged as an integral part of India’s growth story leading to a developed nation. International Financial Services Centre Authority (IFSCA) within GIFT city is a unified regulator to promote ease of doing business in IFSC and provide world class regulatory environment. The conference plans to create an environment to interact with officials from IFSCA and understand emerging regulatory ecosystem in GIFT city. The conference shall provide insights into establishing and running an investment company in the GIFT city, and opportunity to assess GIFT city as a gateway to invest in India as well as the global economy. Added along with the conference is the optional tour of the GIFT city market players to learn from their first-hand experience of doing investment business from the GIFT city.
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6th India Fintech Conference | Bengaluru | CFA Society India | Emergence of New-Age Investment Platforms
In the ever-evolving Fintech landscape in India, this year we discuss the emergence of new-age retail investment platforms in India. Retail investors now have a multitude of investment avenues available. For starters, capital markets expansion has been helped with innovative tech-enabled platforms, in the form of new-age discount brokers, wealth-tech platforms, robo-advisors, etc. Fixed income as an asset class has found its mojo, with the emergence of bond investing platforms; making even fixed deposits look attractive. Furthermore, several alternative asset classes, such as real-estate, commodities, startup equity, renewable energy assets, have become accessible to retail investors via fractional investing. While there is a rush of such platforms in the market now, it is important as a retail investor to understand the intricacies of each, evaluate the suitability, ensure adequate due diligence, and consider one's risk profile.
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5th Financial Talent Summit | Mumbai
India’s financial services industry is transforming rapidly, thanks to formalization of the economy, growing digitization, and the emergence of fintech and artificial intelligence. These are exciting times. These are also demanding times, where we need to adapt to stay relevant and resilient in the face of change. The 5th Financial Talent Summit, Mumbai, hosted by the CFA Society India, is designed to prepare you for this new era. Gain valuable insights on the emerging trends in financial services, learn what employers want from you and how to develop your career in this dynamic environment. Plus, meet some of the top employers in finance and explore the opportunities on offer.
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14th India Investment Conference | Mumbai
Join us at the 14th Annual India Investment Conference as we explore the theme “Shifts in Economic Influence: A New World Order.” In a shifting landscape marked by ‘Never Before’ scenarios and decadal highs/lows, the last three years have defined an era of unprecedented uncertainty and volatility across asset classes. From this, a ‘New World Order’ is taking shape, characterized by persistent inflation, lower global growth, higher interest rates, and new geopolitical realities. The financial markets reflect these shifts. Against this backdrop, The India Story stands at a tipping point—both exhilarating and challenging. Understanding how these global trends interact and their consequences for India’s economy, growth, and capital flows is now more imperative than ever. In this edition, we bring together thought leaders, esteemed academicians, and asset managers to explore ways to produce investment alpha in the new world order. Join us for insightful discussions that will inform and guide investment decisions. Don’t miss the opportunity to reconnect and build connections with like-minded professionals and practitioners.
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India Sustainable Investment Leadership Summit 2023
The India Sustainable Investment Forum (“India SIF”) supported by CFA Society India and cKinetics, along with other forum partners, are hosting the first edition of the India Sustainable Investment Leadership Summit 2023 at Sofitel, BKC, Mumbai, India on 15th December 2023.
The India SIF is currently setup as a voluntary collective and is in the process of being established as a global membership network, with the intent of promoting sustainability in India through the financial markets. It aims to bring together sustainability leaders from the investment management industry, corporates, market regulators, government, multilateral bodies, and policy makers to promote a more sustainable investing ecosystem in India.
The India Sustainable Investment Leadership Summit 2023, a must attend event for the sustainable investing community, will bring together leading investors, investment managers, industry leaders and policy makers in sustainable finance across India and beyond to discuss key thematic topics in sustainable investing and its impact in India.
The full day conference will focus on multiple sustainable investing topics, ranging from understanding the need for ESG data and taxonomy, enhancing the reliability of the ESG data, discussing the role of ESG regulations and policy in promoting sustainable investing to understanding the challenges of transitioning to a sustainable future in the Indian context. The event will also consist of two breakout sessions for registered participants, focused on climate risk integration and understanding the sustainable investment market in India.
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6th Value Investing Pioneers Summit 2022
"Knowledge is like a sphere, the greater its volume, the larger its contact with the unknown" - Blaise Pascal
The more we know, the more we want to know. Such is the quest of knowledge and wisdom. Learning is a lifelong pursuit and the best students are those who have a constant desire to learn and unlearn.
Value Investing Pioneers Summit is an endeavor to help students of value investing learn vicariously - from those who are practitioners of the art of investing. This year again, we have a great line up of value investing practitioners - who will help you - not by providing definitive answers, but by encouraging you to ask the right questions. By helping you - not just by increasing your sphere of knowledge but also by helping you to stay curious!
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- 1 year, 11 months ago
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Member Masala – सहज अभिव्यक्ति
This Forum is a mix of topics you spontaneously and casually talk about.
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- 2 years ago
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2nd India Alternative and Quantitative Investing Summit