Newsletter June 2024
MESSAGE FROM THE BOARD
Key highlights for the quarter and beyond
Society Updates
Sandeep Gupta, CFA
I am honoured to address our vibrant community of investment professionals which continues to inspire me with its unwavering commitment to excellence, knowledge sharing, and ethical conduct
PERSPECTIVES
Frontier Markets: Investment Opportunities and Risk Factors
Frontier Markets
Mihir Shirgaonkar, CFA
Frontier Markets are a segment of economies that lie between Emerging Markets (EMs) and Least Developed Countries (LDCs). These nations have better macroeconomic fundamentals...
INDUSTRY SPEAK
In-Conversation with Aditya Goela, CFA
Interviewed by Shivani Chopra, CFA
The finance education and advisory industry is poised for significant growth, driven by the rapid increase in demat accounts and a growing acceptance of paid professional advice.
#PROUDMEMBER STORIES
Dr. Shagun Thukral, CFA
Volunteering has helped me immensely at a professional level. Being a faculty member and an independent investment professional, volunteering gave me visibility and a platform, allowing people to know me
Labanya Prakash Jena, CFA
Mentoring students participating in the CFA Research Challenge has been incredibly rewarding. The CFA India Society provided me with a platform (e.g., writing in newsletters and speaking in webinars) to share my opinions...
Shivani Suvarna, CFA
I love connecting with people and serving the community, hence, the urge to volunteer with CFA Society India! Further, it comes with a lot of perks and learnings as well - an experience noteworthy to mention would be where...
INSIGHTS FROM SOCIETY EVENTS
9th India Wealth Management Conference | Mumbai | Press Release
Contributed by
Mihir Shirgaonkar, CFA
This flagship wealth management conference attracts leading wealth advisors, investment specialists, and other thought leaders who offer insights...
SELECTED READINGS
We Are All Confident Idiots
Last March, during the enormous South by Southwest music festival in Austin, Texas, the late-night talk show Jimmy Kimmel Live! sent a camera crew out into the streets to catch hipsters bluffing. "People who go to music festivals pride...
6 ways to give that aren’t about money
Good news: You can be a generous person without writing a bunch of checks. In fact, many of the most awe-inspiring and effective examples of generosity are gifts of time and energy, talent and love, custom-fitted...
Why books donʼt work
Books are easy to take for granted. Not any specific book, I mean: the form of a book. Paper or pixels—it hardly matters. Words in lines on pages in chapters. And at least for non-fiction books, one implied assumption at the foundation: people absorb knowledge...
RECONSIDER
About 12 years ago, I co-founded a startup called Basecamp: A simple project collaboration tool that helps people make progress together, sold on a monthly subscription. It took a part of some people’s work life and made it a little better. A little nicer than trying to manage a project over email or by stringing...
The Intellectual Obesity Crisis
We evolved to crave sugar because it was a scarce source of energy. But when we learned to produce it on an industrial scale, suddenly our love for sweet things became a liability. The same is now true of data. In an age of information overabundance, our curiosity, which once focused us, now distracts us And it’s led to an epidemic of...