8.45-9.15

Registration

9.15-9.30

Welcome Address

Prem Khatri, Founder & CEO, Cafemutual
9.30-9.55

Key note address on The Balancing Act

Rashesh Shah, Chairman & CEO, Edelweiss Group
9.55-10.40

Ensuring growth & profitability

Moderator - Nipun Mehta, Founder & CEO, BlueOcean Capital Advisors
Arpita Vinay, Executive Director, Centrum Wealth
Hrishikesh Parandekar, CEO, NBFC and Private Wealth at Ambit
Pradeep Dokania, Vice Chairman, Julius Baer India
Vishal Kapoor, Regional Head, Wealth Management, South Asia, Standard Chartered Bank
10.40-11.05

Release of EY report on Wealth Management

Abizer Diwanji, Head- Financial Services, EY
11.05-11.25

Coffee Break

11.25-11.45

Managing risk in debt

Avnish Jain, Head - Fixed Income - Debt, Canara Robeco AMC
11.45-12.25

Robo-advisory - Threat or opportunity

Moderator - Kalpen Parekh, MD, IDFC AMC
Anant Gupta, Director-Financial Services, EY
Omkeshwar Singh, Head - Mutual Funds, BSE
Rahul Parikh, Head Aditya Birla Money MyUniverse
Ravinath Dasika, Co-founder, Tavaga
Vineet Arora, Head - Products & Distribution, ICICI Securities
12.25-12.45

What wealth managers need to know about succession planning

Dileep Choksi, Mentor, WillEffect
12.45-13.05

Global regulatory trends in mutual funds and how it is impacting India

Siddharth Shah, Partner, Khaitan & Co.
13.05-14.00

Lunch

14.00-14.40

How to thrive in a landscape of heightened regulation

Moderator - Nilesh Shah, MD & CEO Kotak AMC
Jignesh Desai, Founder, NJ India
Prathit Bhobe, Senior General Manager, ICICI Bank
Satheesh Krishnamurthy, Head, Affluent Business, Axis Bank
Sriram Iyer, Chief Executive Officer, Wealth Management, Religare Private Wealth
Vivek Kanwar, Senior President - Head Wealth Management & Global Indian Banking at Yes Bank
14.40-15.20

AIF - new opportunities

Moderator - Umang Papneja, President & Chief Investment Officer at IIFL Wealth
Akshay Gupta, Group Executive Head & CEO - Asset Management, Indiabulls
Akshay Mansukhani, Partner, Malabar Investments LLC
Gaurav Pant, Portfolio Manager - DSP BlackRock Alternative Investment Fund
Sanjay Nath, Co founder & Managing Partner, Blume Venture Advisors
15.20-15.50

Coffee Break

15.50-16.20

Dealing with UHNWIs - lessons for wealth managers

Moderator - Ravi Trivedy, Ex-ED & Country Head, FS, KPMG
Yasho Saboo, Owner, KDDL (Ethos watches)
16.20-16.40

Impact of global economic factors on Indian fixed income returns

R Sivakumar, Head of Fixed Income at Axis AMC
16.40-17.30

Roundtable of India's top CIOs

Moderator - Anup Bagchi, MD & CEO, ICICI Securities
Anoop Bhaskar, Head - Equity, IDFC AMC
Gopal Agarwal, CIO/Chief Strategist, Mirae Asset
Prashant Jain, Executive Director & Chief Investment Officer, HDFC AMC
S Naren, Executive Director and Chief Investment Officer, ICICI Prudential AMC

Please note: Speakers and topics could change without prior notice.