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September 12, 2014. Sahara Star, Mumbai

Let’s push boundaries

The recent budget proposals notwithstanding, the collective mood of the mutual fund industry is today of unbridled optimism.

The energy is positive. The hopes and aspirations big. The right time to push boundaries of our thoughts and actions.

Keeping in sync with these sentiments, the theme for Cafemutual Confluence 2014 is ‘Let’s push boundaries’. The aim is to generate ideas and concepts that deepen our understanding and go beyond the obvious and banal, equipping us to maximise the opportunities facing us.

And to give you global perspective and contemporary views, a strong line up of speakers, both national and international including top academicians and practicing fund managers is being drawn up.

See you then on September 12 (Friday) at Sahara Star, Mumbai.

Prem Khatri

Founder & CEO


What is Cafemutual Confluence 2014?

The third in the widely acclaimed Cafemutual Confluence series, it is a platform for AMCs and distributors to come together to discuss issues related to the growth of the mutual fund business.

A quality gathering representing leadership across all stakeholders – IFAs, banks, NDs, AMCs, media, eco-system (rating agencies, R & Ts etc.) The event is designed to deliver insights and knowledge so that you walk away with inspiring thoughts and stimulating ideas.

The deliberations in the event will hopefully set the agenda for AMCs and distributors to work together to expand the business and set new standards.

In short, Learn, Network and Get Inspired.

0845- 0930   Registration
0930-0940   Welcome address

Prem Khatri, Founder & CEO, Cafemutual

0940-0955   Taking Stock

S. Naganath, President & CIO, DSP BlackRock Mutual Fund

0955-1010   What lessons do India's past bull runs hold for us?

Anoop Bhaskar, Head – Equities, UTI Mutual Fund

1010-1025   Do investment styles matter?

Mahesh Patil, Co-Chief Investment Officer- Birla Sunlife Asset Management Co.

1025-1040   Turning investment performance into investor wealth

Prashant Jain, Executive Director & CIO, HDFC Mutual Fund

1040-1055   Markets beyond Modi. What your investors need to be cautious about?

S. Naren, CIO, ICICI Prudential Mutual Fund

1055-1135   Ethics in Public Life

Rajdeep Sardesai, noted journalist

1135-1150   Coffee Break
  Building trust as a means to change investor behavior

Robert Stammers, Director - Investor Education, CFA Institute, USA

1235-1305   Small is beautiful

Panel discussion moderated by Rajan Krishnan
Aashish Somaiyaa, MD & CEO, Motilal Oswal Mutual Fund
Jisang Yoo, CEO, Mirae Asset Mutual Fund
Rajeev Thakkar, Director, PPFAS Mutual Fund
Vikaas Sachdeva, CEO, Edelweiss Mutual Fund

1305-1400   Lunch
  What the investor wants?

Monika Halan, Executive Editor, Mint Money

1440-1520   New drivers of MF business

Panel discussion moderated by Uma Shashikant, MD, Centre for Investment Education and Learning
Aditi Kothari, EVP, Co-head Marketing, DSP BlackRock Mutual Fund
D P Singh, ED & CMO (Domestic), SBI Mutual Fund
Himanshu Vyapak, Deputy CEO of Reliance Capital Asset Management
Karan Datta, Chief Business Officer, Axis Mutual Fund
Sunil Subramaniam, Dy. CEO, Sundaram Mutual Fund

1520-1535   Coffee Break
1535-1610   Overcoming Investor Inertia

Prof. Raj Raghunathan, McCombs, University of Texas

1610-1650   The changing distribution landscape

Panel discussion moderated by Prem Khatri
Ashish Mehrotra, MD & Country Head, Retail Banking, Wealth Management, & Retail Commercial
Bank, Citibank
Hemant Rustagi, CEO, Wiseinvest Advisors
Jignesh Desai, Joint MD, NJ India
Kartik Jhaveri, Director, Transcend
Rajiv Bajaj, Vice Chairman & MD, Bajaj Capital

1650-1730   Where is the Indian MF industry headed?

Panel discussion moderated by Monika Halan, Executive Editor, Mint Money
A Balasubramanian, CEO of Birla Sunlife Mutual Fund
Ashu Suyash, CEO, L & T Mutual Fund
Chandresh Nigam, MD & CEO, Axis Mutual Fund
Dinesh Khara, MD & CEO, SBI Mutual Fund
Harshendu Bindal, President, Franklin Templeton
Nimesh Shah, CEO of ICICI Prudential Mutual Fund


Note: Speakers, topics and time slots could change without prior notice.

Markets beyond Modi. What your investors need to be cautious about?

S. Naren

Building trust as a means to change investor behavior

Robert Stammers

Overcoming Investor Inertia

Raj Raghunathan

Turning investment performance into investor wealth

Prashant Jain

Click images to download the respective Presentations

Cafemutual is a business built around distributors and mutual fund professionals. So whether you are an Independent Financial Advisor (IFA) or a hot-shot private banker with a big bank or a CEO of an AMC or a back office person, we have something for you.

Our focus is on the people engaged in the mutual funds – everyone involved in the chain of manufacturing or distribution of mutual funds.

What businesses does Cafemutual run?

Media – Our web site gives news and knowledge to mutual fund and investment professionals. This site is among the top in the category globally. Launched just four years back it has become the most trusted source of news and knowledge because of its integrity and independence.

Research & Consulting – With an in-depth understanding of the mutual fund and distribution space, we offer bespoke solutions to our clients in the areas of sales, business development and marketing. Among our 12 clients are 5 of the top 10 AMCs.

Events – Cafemutual conducts two widely acclaimed events, Cafemutual Confluence and Cafemutual IFA every year for mutual fund distributors.

Investor Education - A recently established vertical, we have ambitious plans in this area. We have started work with 3 AMCs and hope to have a few more soon on board.

The Cafemutual Team

Cafemutual has been founded by Prem Khatri who has been involved with mutual funds (Kothari Pioneer), banking (SBI, Bank of Baroda), wealth management (ASK Raymond James) and broking (Motilal Oswal). He holds a PGDM from IIM, Bangalore.

Anita Sutrave is the Executive Vice President and Head - Business and has extensive experience in media sales with leading media houses such as Indian Express, Outlook magazines and Publicitas. She has also handled corporate communication for a division of Forbes Gokak.

Ravi Samalad is Assistant Editor and has worked earlier with Moneylife where he covered mutual funds. He holds a Bachelor’s in Mass Media from University of Mumbai.

Nishant Patnaik is a Correspondent and has been the part of the media industry for last 2 years working with media houses such as The Hitavada and National Herald. He holds a Master’s degree in Economics (Hons.) from DAVV Indore.

Dipti Parab is Assistant Accounts Manager and takes care of all accounts and administrative work. She is a Commerce graduate and has experience of 7 years in all.

Rashi Bansal is Assistant Product Manager. An MBA from TIMSR, she is responsible for Sales and Product Support.

Laxmi Chavan is Visualiser and designs all creative and marketing collateral for Cafemutual and its clients. Besides B.Com, she has done a diploma in Commercial Art.

Meera Huckoo is the Co-Founder of Cafemutual and looks at HR, Finance, Legal and Branding issues at Cafemutual. A management post-graduate from Jamnalal Bajaj, Meera has worked for 20 years in Sales, Events, Marketing & Corporate Communications

Click Here to visit the Cafemutual IFA Event 2014 web archives.

Click Here to visit the Cafemutual Confluence 2013 web archives.

Click Here to visit the Cafemutual Confluence 2012 web archives.

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