8.30 - 9.15


9.15 - 9.30

Welcome address

Prem Khatri, Founder & CEO, Cafemutual

9.30 - 10.15

Challenges in Fund Management

Anoop Bhaskar, Head - Equities, UTI MF

Anup Maheshwari, EVP & Head - Equities, DSP BlackRock

Gopal Agrawal, CIO, Mirae Asset Investment

Prashant Jain, ED & CIO, HDFC MF


Moderator - Anuj Singhal, Editor-Markets Desk, CNBC TV 18

Moderator - Sonia Shenoy, Senior Research Analyst & Anchor, CNBC TV 18

10.15 - 10.35

Keynote address - Being Future Ready

S. Naganath, President & CIO, DSP BlackRock Investment Managers

10.35 - 11.05

Release of Cafemutual-EY report 'Mutual Funds in India – Being future ready'

  • Get a deep dive into the MF world with this Thought Leadership paper prepared exclusively for Cafemutual Confluence 2015 by EY

Presentation by Sameer Gupta, Partner, EY and Murali Balaraman, Partner, EY

11.05 - 11.25

Coffee Break

11.25 - 11.45

Managing Pension Funds

Rolf Hermans, Director, Portfolio and Pension Research, Robeco

11.45 - 12.30

How will Digital shape the mutual fund business?

  • In which ways is digital impacting or likely to impact MF business?
  • How can MF manufacturers and distributors use big data/analytics?
  • Why should AMCs and distributors have a robust social media strategy?
  • Will Roboadvisers disrupt MF distribution?
  • With information easily accessible and transaction execution through smartphones, will investors prefer the direct route?

Prabal Nag, Vice President, CAMS

Rahul Parikh, Head- MyUniverse, Aditya Birla Financial Services

Srinivas Yelandur, Director & Digital Advisory, Services Leader, EY

Tushar Vyas, Group Strategy Officer South Asia Group

V. Balasubramanian, Chief Business Officer, BSE

Moderator - Karan Datta, Chief Business Officer, Axis MF

12.30 - 13.00

Dealing with the wealthy

  • The number of ultra-HNIs and HNIs is increasing fast, creating a new opportunity for wealth and asset managers. But are we well equipped to deal with the wealthy
  • This session will be taken by Jayendra Kachalia who deals with the uppermost crust of luxury (yachts, private jets). He will share insights on the characteristics of ultra HNI, their likes and dislikes and share a few tips on how to deal with them.

Jayendra Kachalia, Owner, Navnit Marine

Moderator - Kailash Kulkarni, CEO, L&T MF

13.00 - 14.00


14.00 - 14.50

What investors want?

  • There are many different segments - each with its own set of preferences, knowledge and behavior and in future, these differences will get even more sharply defined.
  • AMCs and distributors need to be more focused as they cannot expect to reach and serve the entire population.

Ravi Trivedy, Ex-Executive Director, KPMG, will speak to investors of different profiles -
HNI, successful woman, retired, retail, yuppie (MBA with 2-4 years of experience)

14.50 - 15.30

Deepening the reach

  • Why are there only 10,000 advisors (active) for a country of 125 crore? This will be a serious constraint in the expansion of the mutual fund industry in the future.
  • What can the industry do to enhance the number of distributors and activate the inactive ARNs?
  • How can PSU banks play a more active role?
  • What can be done to make the profession more aspirational?

Chandresh Nigam, MD & CEO, Axis MF

Dinesh Khara, MD & CEO, SBI MF

Ramesh Bhat, General Secretary, Voice of MFD

Vishal Kapoor, General Manager - Wealth Management, India & South Asia, Standard Chartered Bank

Moderator - Rajiv Bajaj, Vice Chairman & MD, Bajaj Capital

15.30 - 15.50

Coffee Break

15.50 - 16.30

The new thrust in policy making

  • M J Akbar, noted journalist & Chief Spokesperson BJP will address the issue uppermost on the minds of most Indians - under Mr. Modi, will India achieve its full potential?

M J Akbar, Noted Journalist & Chief Spokesperson of BJP

16.30 - 17.30

Getting the balance right - investors, distributors and AMCs

  • This panel will deliberate on what the industry could do collectively to ensure a harmonious alignment of interest among all stakeholders - investors, distributors, AMCs and the regulator.

Anup Bagchi, MD & CEO, ICICI Securities

Ashish Mehrotra, MD & Country Head, Retail Banking, Wealth Management, & Retail Commercial Bank, Citibank

Milind Barve, MD, HDFC MF

Sunil Subramaniam, CEO, Sundaram MF

Vivek Kudva, Managing Director, India and CEEMEA, Franklin Templeton

Moderator - Kayezad Adajania, Deputy Editor, Mint Money

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