Follow via


8:45-9:30 Registration
Morning session
9:30-9:45 Welcome address


Crystal gazing – How will various asset classes and markets perform over the next 3-5 years?
  Moderator: Govindraj Ethiraj (was Founder Editor-in-chief, Bloomberg TV India)
Speakers: Prashant Jain (Executive Director & CIO, HDFC MF), S. Naganath (President & CIO, DSP BlackRock), Anoop Bhaskar (Head – Equities, UTI)
10:45-11:25 Choosing the right asset classes and strategies for return generation and capital preservation
  Moderator: Govindraj Ethiraj (was Founder Editor-in-chief, Bloomberg TV India)
Speakers: Monika Halan (Editor, Mint Money), Lovaii Navlakhi (Founder & CEO, International Money Matters), and Vishal Kapoor (General Manager – Wealth Management, South Asia, Standard Chartered Bank)
11:25-11:40 Coffee Break
11:40-12:20 Growing the mutual fund business beyond the top 15 cities – issues and challenges.
  Damodar Mall, Director - Food Strategy, Future Group shares his experiences and learnings in building brands and distribution beyond the top 15 cities
12:20- 1:00 Adding value to the AMC – Distributor relationship for mutual benefit
  Moderator: Anthony Heredia, Managing Director, Morgan Stanley

Speakers: Ajit Menon (Executive Vice President, DSP BlackRock Mutual Fund), Sunil Subramaniam (Director – Sales & Marketing, Sundaram Mutual Fund), Hemant Rustagi (CEO, Wiseinvest Advisors) and Misbah Baxamusa (National Head - Sales,  NJ India Invest) discuss how to strengthen the Wholesaler – Advisor relationship both at the frontline and top level.

1:00- 2:00 Lunch


2:00-2:40 Reaching out to the youth
  Marketing guru, Santosh Desai (Managing Director & CEO of Future Brands) to expound on how the industry can exploit the demographic advantage from a mutual funds perspective.
2:40-3:20 Debt investments and the retail investor - a fresh perspective on the relevance and importance of debt mutual funds for retail investors.

Moderator: Uma Shashikant (Managing Director, Centre for Investment Education and Learning)
Sudhakar Ramasubramanian (Managing Director, Aditya Birla Money), Aashish Somaiyaa (Head - Retail business, ICICI Prudential Mutual Fund), Prashant Pimple (Senior Fund Manager - Fixed Income, Reliance Mutual Fund) and Sunil Jhaveri (Chairman, MSJ Capital) will tell us how mutual funds can exploit the huge opportunity in the retail debt space.

3:20-4:00 Reaching out to India’s wealthy
  Moderator: Ravi Trivedy (Was ED and Country Head – Financial Services practice at KPMG till recently)
  Speakers: Pradeep Dokania (Vice Chairman, Merrill Lynch), C Jayaram (Joint Managing Director, Kotak Bank) and Himanshu Kohli (Founder, Client Associates), share what it takes to build a business around the wealthy.
4:00-4:20 Coffee


4:20-5:00 TCA Srinivasa Raghavan (Senior Associate Editor, The Hindu Business Line) talks about Politics in Policy making
5:00-6:00 How will the new SEBI measures impact the future of the business?

CEO Roundtable with Rajan Krishnan as moderator.

Speakers: Harshendu Bindal (President, Franklin Templeton - India), A. Balasubramanian (CEO, Birla Sunlife AMC), Harsha Viji (Managing Director, Sundaram AMC), Rajiv Anand (Managing Director & CEO, Axis AMC) and Dhirendra Kumar (Founder & CEO, Valueresearch)

  Topics and Speakers may change without prior notice
© All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of is prohibited.