8.00am
Registration
Registration
8.50am
Welcome address
Welcome address
Hansi Mehrotra
Managing Director, India
Hubbis
Managing Director, India
Hubbis
9.00am
Keynote - welcome address
Keynote - welcome address
Navneet Munot
Chief Investment Officer
SBI Funds Management
INVESTMENTS SEGMENT
Chief Investment Officer
SBI Funds Management
INVESTMENTS SEGMENT
9.15am
Wealth TALK
Building an institutional investment process
Wealth TALK
Building an institutional investment process
Hansi Mehrotra
Managing Director, India
Hubbis
• How you can go from bespoke manufacturing to bespoke delivery?
• Steps in an institutional investment advisory process
• Importance of documenting a firm's fundamental beliefs
• The use of behavioural finance in the client advisory process
Managing Director, India
Hubbis
• How you can go from bespoke manufacturing to bespoke delivery?
• Steps in an institutional investment advisory process
• Importance of documenting a firm's fundamental beliefs
• The use of behavioural finance in the client advisory process
9.25am
Wealth TALK
Guide to the markets
Wealth TALK
Guide to the markets
Nandkumar Surti
Managing Director & Chief Executive Officer
JP Morgan Asset Management
• How to use market information with clients
• Inputs to tactical asset allocation
Managing Director & Chief Executive Officer
JP Morgan Asset Management
• How to use market information with clients
• Inputs to tactical asset allocation
9.35am
Panel discussion
How to make dynamic asset allocation more robust and consistent?
Panel discussion
How to make dynamic asset allocation more robust and consistent?
Getting market calls right is part of a private bank's value proposition. However, there is debate whether markets can be timed and whether the asset management or wealth management firm is better placed to do tactical/dynamic asset allocation.
• Can private banks do tactical asset allocation similar to asset managers?
• How are the minimum/maximum ranges around the strategic asset allocation different?
• Are there other indicators that can be used, such as economic indicators?
Chair
Hansi Mehrotra
Managing Director, India
Hubbis
Panel members
Pankaj Sharma
Executive Vice President - Head Business Development & Risk Management
DSP BlackRock
Prateek Pant
Executive Director - Products & Services
RBS Private Banking
Vishal Kapoor
Head - Wealth Management and Priority & International Banking, India & South Asia
Standard Chartered Bank
Karan Datta
Chief Business Officer
Axis Asset Management
• Can private banks do tactical asset allocation similar to asset managers?
• How are the minimum/maximum ranges around the strategic asset allocation different?
• Are there other indicators that can be used, such as economic indicators?
Chair
Hansi Mehrotra
Managing Director, India
Hubbis
Panel members
Pankaj Sharma
Executive Vice President - Head Business Development & Risk Management
DSP BlackRock
Prateek Pant
Executive Director - Products & Services
RBS Private Banking
Vishal Kapoor
Head - Wealth Management and Priority & International Banking, India & South Asia
Standard Chartered Bank
Karan Datta
Chief Business Officer
Axis Asset Management
10.00am
Panel discussion
Equities - do stock-pickers have a consistent style for picking stocks?
Panel discussion
Equities - do stock-pickers have a consistent style for picking stocks?
• Do mutual funds provide enough alpha for HNIs to want to get their exposure through them?
• What is the reason for the dispersion of returns in equity mutual funds? Is it style?
• Is the value/growth definition of style relevant in India?
• Do Indian managers stick to style?
• Why not use more flexible structures like PMS or AIFs to invest in equities?
Chair
Hansi Mehrotra
Managing Director, India
Hubbis
Panel members
Andrew Holland
Chief Executive Officer
Ambit Investment Advisors
Kenneth Andrade
Head - Investments
IDFC Asset Management
Navneet Munot
Chief Investment Officer
SBI Funds Management
Manish Gunwani
Senior Fund Manager
ICICI Prudential Asset Management
• What is the reason for the dispersion of returns in equity mutual funds? Is it style?
• Is the value/growth definition of style relevant in India?
• Do Indian managers stick to style?
• Why not use more flexible structures like PMS or AIFs to invest in equities?
Chair
Hansi Mehrotra
Managing Director, India
Hubbis
Panel members
Andrew Holland
Chief Executive Officer
Ambit Investment Advisors
Kenneth Andrade
Head - Investments
IDFC Asset Management
Navneet Munot
Chief Investment Officer
SBI Funds Management
Manish Gunwani
Senior Fund Manager
ICICI Prudential Asset Management
10.50am
Wealth TALK
Equities - making money from your sell calls (equities long/short)
Wealth TALK
Equities - making money from your sell calls (equities long/short)
Vaibhav Sanghavi
Managing Director
Ambit Investment Advisors
• How does one define making money from sell calls?
• Essential pre-requisites
• Why long-short funds in India?
• Challenges in managing long-short equity funds
Managing Director
Ambit Investment Advisors
• How does one define making money from sell calls?
• Essential pre-requisites
• Why long-short funds in India?
• Challenges in managing long-short equity funds
11.00am
Refreshments & networking
Refreshments & networking
11.20am
Panel discussion
Fixed Interest - why haven't bond funds added value?
Panel discussion
Fixed Interest - why haven't bond funds added value?
• Fixed interest funds add value through duration, yield curve and sector/credit selection. What is the attribution of value add among these?
• How hard is it to add value through duration in India?
• Should investors invest in dynamic bond funds allowing fund managers to add value through different sources or select short/long duration, high yield funds etc themselves?
Chair
Hansi Mehrotra
Managing Director, India
Hubbis
Panel members
Rahul Goswami
Head of Fixed Income
ICICI Prudential
Dhawal Dalal
Head of Fixed Income
DSP BlackRock
Suyash Choudhary
Head - Fixed Income
IDFC Mutual Fund
Munish Randev
Chief Investment Officer
Waterfield Advisors
• How hard is it to add value through duration in India?
• Should investors invest in dynamic bond funds allowing fund managers to add value through different sources or select short/long duration, high yield funds etc themselves?
Chair
Hansi Mehrotra
Managing Director, India
Hubbis
Panel members
Rahul Goswami
Head of Fixed Income
ICICI Prudential
Dhawal Dalal
Head of Fixed Income
DSP BlackRock
Suyash Choudhary
Head - Fixed Income
IDFC Mutual Fund
Munish Randev
Chief Investment Officer
Waterfield Advisors
11.45am
Panel discussion
Real estate - is it time to go back to funds?
Panel discussion
Real estate - is it time to go back to funds?
• Real estate funds which raised capital around 2008 have not delivered good returns. What lessons have they learnt from that period?
• A number of real estate funds are raising capital right now. What are they going to do differently going forward?
• How reliable are real estate valuations which underpin the returns calculations for funds?
Chair
Hansi Mehrotra
Managing Director, India
Hubbis
Panel members
Amit Bhagat
Chief Executive Officer & Managing Director
ASK Property Investment Advisors
Vikram Goel
Chief Executive Officer
HDFC Realty
Hrishikesh Parandekar
Chief Executive Officer and Group Head - Broking, Wealth Management and Asset Management
Karvy Group
Ravi Ahuja
Executive Director
Cushman & Wakefield
• A number of real estate funds are raising capital right now. What are they going to do differently going forward?
• How reliable are real estate valuations which underpin the returns calculations for funds?
Chair
Hansi Mehrotra
Managing Director, India
Hubbis
Panel members
Amit Bhagat
Chief Executive Officer & Managing Director
ASK Property Investment Advisors
Vikram Goel
Chief Executive Officer
HDFC Realty
Hrishikesh Parandekar
Chief Executive Officer and Group Head - Broking, Wealth Management and Asset Management
Karvy Group
Ravi Ahuja
Executive Director
Cushman & Wakefield
12.10pm
Dragon's den
Alternatives - which emerging alternatives asset class would you pick for 20%+ returns?
Dragon's den
Alternatives - which emerging alternatives asset class would you pick for 20%+ returns?
In this session, presenters compete for the "Dragon's gold" (and the audience's investments). After listening to short pitches by fund managers, the Dragons ask probing questions about the soundness of the different opportunities and potential returns, and the roles that the investments would play in their portfolios. Who walks away with the Dragon's gold?
Distressed debt
Vibhor Gujarati
Head of Marketing
Edelweiss Alternative Asset Advisors
Commodities trading
Mudit Singhania
Director
Commodity Alpha
Angel investments
Sanjay Nath
Founder
Blume Ventures
Dragons
Umang Papneja
Chief Investment Officer
IIFL Private Wealth Management
Nishant Agarwal
Senior Director & Head - Wealth Advisory Solutions
ASK Wealth Advisors
Gaurav Awasthi
Head of Product - Private Wealth Management
ICICI Securities
Distressed debt
Vibhor Gujarati
Head of Marketing
Edelweiss Alternative Asset Advisors
Commodities trading
Mudit Singhania
Director
Commodity Alpha
Angel investments
Sanjay Nath
Founder
Blume Ventures
Dragons
Umang Papneja
Chief Investment Officer
IIFL Private Wealth Management
Nishant Agarwal
Senior Director & Head - Wealth Advisory Solutions
ASK Wealth Advisors
Gaurav Awasthi
Head of Product - Private Wealth Management
ICICI Securities
1.00pm
Lunch
Lunch
WEALTH PLANNING SEGMENT
1.50pm
Panel discussion
Wealth planning for entrepreneurs - balancing asset protection and control
Panel discussion
Wealth planning for entrepreneurs - balancing asset protection and control
• Wealthy families and business promoters want to protect assets from disputes and creditors which can be done through irrevocable trusts, but don't want to give up control. Is this possible?
• What are the implications of having control?
• Is inheritance tax an issue?
Chair
Hansi Mehrotra
Managing Director, India
Hubbis
Panel members
Abhijit Joshi
Senior Partner and Chief Executive Officer
AZB & Partners
Tariq Aboobaker
Managing Director
Amicorp
T P Ostwal
Principal, TP Ostwal & Associates
Member - Jersey Advisory Group (India)
• What are the implications of having control?
• Is inheritance tax an issue?
Chair
Hansi Mehrotra
Managing Director, India
Hubbis
Panel members
Abhijit Joshi
Senior Partner and Chief Executive Officer
AZB & Partners
Tariq Aboobaker
Managing Director
Amicorp
T P Ostwal
Principal, TP Ostwal & Associates
Member - Jersey Advisory Group (India)
2.25pm
Panel discussion
Are family offices the answer?
Panel discussion
Are family offices the answer?
• What is prompting families to consider setting up formal single or multi-family offices?
• Business families have to engage with legal, tax, governance, investment bankers, wealth managers, real estate, philanthropy etc. Can a family office structure help?
• How do family offices look at investments? How are the criteria different for capital market investments and strategic investments?
• Are families considering impact investing from their philanthropic budget or their mainstream portfolio?
Chair
Hansi Mehrotra
Managing Director, India
Hubbis
Panel members
IAS Balamurgan
Co-Founder
Metis Family Office Services
Rajesh Iyer
Head - Investment Advisory Services and Family Office
Kotak Wealth Management
Soumya Rajan
Managing Director & CEO
Waterfield Advisors
BUSINESS STRATEGY SEGMENT
• Business families have to engage with legal, tax, governance, investment bankers, wealth managers, real estate, philanthropy etc. Can a family office structure help?
• How do family offices look at investments? How are the criteria different for capital market investments and strategic investments?
• Are families considering impact investing from their philanthropic budget or their mainstream portfolio?
Chair
Hansi Mehrotra
Managing Director, India
Hubbis
Panel members
IAS Balamurgan
Co-Founder
Metis Family Office Services
Rajesh Iyer
Head - Investment Advisory Services and Family Office
Kotak Wealth Management
Soumya Rajan
Managing Director & CEO
Waterfield Advisors
BUSINESS STRATEGY SEGMENT
3.05pm
Keynote address
Technology - effective engagement, informed decisions; How technology is transforming the advisory business
Keynote address
Technology - effective engagement, informed decisions; How technology is transforming the advisory business
Vinay Kumar
Business Head - Intellect Wealth
Polaris FT
• The knowledge gap between advisers and investors has shrunk - how do advisers remain relevant in this scenario?
• The cost of compliance is increasing - is there a way to keep this cost low while acquiring more customers and more business?
• Advisers are overwhelmed with data - how to get actionable insight from data and convert this into a tool of effective engagement
• Omni-channel strategies to provide information into the hands of customers
Business Head - Intellect Wealth
Polaris FT
• The knowledge gap between advisers and investors has shrunk - how do advisers remain relevant in this scenario?
• The cost of compliance is increasing - is there a way to keep this cost low while acquiring more customers and more business?
• Advisers are overwhelmed with data - how to get actionable insight from data and convert this into a tool of effective engagement
• Omni-channel strategies to provide information into the hands of customers
3.20pm
Panel discussion
Digitisation in wealth management - yet to make an impact
Panel discussion
Digitisation in wealth management - yet to make an impact
• Leveraging technology in wealth management
• Technology - an enabler to make the industry more scalable and profitable
• Does technology have the power to disrupt wealth management industry?
Chair
Hansi Mehrotra
Managing Director, India
Hubbis
Panel members
Vinay Kumar
Business Head - Intellect Wealth
Polaris FT
Abhra Roy
Senior Product Line Manager
Infosys Finacle
Sahil Mehta
Head of Business Development, Indian sub-continent
Wealth-X
Satheesh Krisnamurthy
Senior Vice President, Head Affluent Banking
Axis Bank
• Technology - an enabler to make the industry more scalable and profitable
• Does technology have the power to disrupt wealth management industry?
Chair
Hansi Mehrotra
Managing Director, India
Hubbis
Panel members
Vinay Kumar
Business Head - Intellect Wealth
Polaris FT
Abhra Roy
Senior Product Line Manager
Infosys Finacle
Sahil Mehta
Head of Business Development, Indian sub-continent
Wealth-X
Satheesh Krisnamurthy
Senior Vice President, Head Affluent Banking
Axis Bank
3.50pm
Refreshments & networking
Refreshments & networking
4.10pm
Panel discussion
Business models under the lens
Panel discussion
Business models under the lens
• What different levers are players pulling to drive growth?
• Product - the importance of lending and alternatives to wealth management revenues
• Service models - is the market, both clients and industry, ready for the Investment Adviser regulations?
• Talent - how are you going to retain your talent as markets pick up?
Chair
Hansi Mehrotra
Managing Director, India
Hubbis
Panel members
Karan Bhagat
Managing Director & Chief Executive Officer
IIFL Private Wealth Management
Shantanu Ambedkar
Managing Director & Head Private Banking
HSBC India
Pathik Gupta
Director, Head of Wealth Management, Asia-Pacific
McLagan
• Product - the importance of lending and alternatives to wealth management revenues
• Service models - is the market, both clients and industry, ready for the Investment Adviser regulations?
• Talent - how are you going to retain your talent as markets pick up?
Chair
Hansi Mehrotra
Managing Director, India
Hubbis
Panel members
Karan Bhagat
Managing Director & Chief Executive Officer
IIFL Private Wealth Management
Shantanu Ambedkar
Managing Director & Head Private Banking
HSBC India
Pathik Gupta
Director, Head of Wealth Management, Asia-Pacific
McLagan
5.10pm
Keynote address
Keynote address
Naganath Sundaresan
President and Chief Investment Officer
DSP BlackRock
President and Chief Investment Officer
DSP BlackRock
5.30pm
Forum closes
Forum closes