Agenda
8:30am
Registration
9:00am
Introduction
Hansi Mehrotra
Managing Director, Hubbis
India
9:05am
Welcome address
S Naganath
President and Chief Investment Officer
DSP BlackRock
SESSION 1 - BUSINESS MODELS
9:20am
Panel discussion
CEO Panel - Creating a winning business model
- As consolidation gathers momentum in private banking - what models are likely to work best in the new world of wealth management?
- Does size even matter anymore? Why?
- How important today is brand awareness? What can banks of different models and sizes do to stand out in this ever-more crowded marketplace?
- Rather than trying to cover all client segments, to what extent do firms need to be more tactical and focused in their strategies than ever before?
- What is required to deliver value to clients in today's environment?
- Is the answer "pure advice" or "vertical integration"? Why are some firms packaging products for their clients?
Chair
Hansi Mehrotra
Managing Director, Hubbis
India
Panel members
Ajay Bagga
Managing Director and Head Wealth Management, India
Deutsche Bank AG
Shantanu Ambedkar
Managing Director and Head
HSBC Private Bank
Karan Bhagat
Managing Director& Chief Executive Officer
IIFL Private Wealth Management
Atul Singh
Managing Director and Head Global Wealth & Investment Management, India
Merrill Lynch Global Wealth Management
Atul Khosla
Partner
Oliver Wyman
Shiv Gupta
Head of Private Banking
RBS Private Banking
Sandeep Das
Managing Director and Head of Private Bank
Standard Chartered Private Bank
10:10am
Panel discussion
CEO Panel - Investment banking and private banking: two sides of the same coin?
- Serving entrepreneurial clients, private banks also need to cater to investment banking needs
- What sort of investment banking services do clients require?
- How do some banks manage this?
Chair
Hansi Mehrotra
Managing Director, Hubbis
India
Panel members
Nikhil Kapadia
Chief Executive Officer
Avendus Capital
Samir Bimal
Managing Director and Chief Executive Officer
BNP Paribas Wealth Management
Shiv Khazanchi
Managing Director
Sarasin Alpen
10:40am
Panel discussion
CEO Panel - Developments in family office services
- What's the demand for family offices?
- How have family office services evolved in the last few years?
- How are Indian family offices still different from US or European family offices?
Chair
Hansi Mehrotra
Managing Director, Hubbis
India
Panel members
Rohit Sarin
Co-Founder
Client Associates
Rajesh Iyer
Executive Vice President and Head - Investments and Family Office
Kotak Wealth Management
Sunil Dalal
Managing Director
UniDEL Group
11:05am
Refreshments & networking
SESSION 2 - WEALTH PLANNING
More than 30% of Indian stock market capitalisation is in family businesses. Indian families need advice on structuring their wealth and family businesses to optimise for control and tax management.
11:20am
Presentation
Challenges in family business governance
Sunil Shah
Director
Evergreen Family Business Advisers
- What are the issues facing family businesses?
- What families and their advisers can do to incorporate NextGen's aspirations
- What does a family business constitution look like?
11:40am
Panel discussion
Structuring family wealth
- What are Indian families' requirements?
- What tools are available in India and which tools are best suited for which purpose?
- How can Indian families diversify their investments overseas?
- What should families consider when selecting trustees?
Chair
Rajesh Narain Gupta
Managing Partner
SNG & Partners
Panel members
Tariq Aboobaker
Managing Director - Estate Planning
Amicorp
Adrish Ghosh
Head - Wealth Advisory, India
Barclays
Pranav Sayta
Partner, Tax & Regulatory Services
Ernst & Young LLP
Dr Angelo Venardos
Founder & Chief Executive Director
Heritage Trust Group
12:30pm
Presentation
Yes, even HNIs use insurance!
Niraj Shah
Senior Vice President - Head Product Management
ICICI Prudential Life Insurance
- How is insurance used as a tool by HNIs worldwide?
- Role of insurance in wealth management: An Indian context
- How insurance will become more relevant with changes in regulations
1:00pm
Lunch
SESSION 3 - PRODUCT PLATFORM
2:00pm
Presentation
Using ETFs to strategise asset allocations
Anubhav Srivastava
Head - Institutions and Product Development
Motilal Oswal Asset Management Company
- ETFs can be used as building blocks to build strategic asset allocations
- How to make tactical tilts
- What advisers need to know about 'smart beta'
2:25pm
Presentation
Why global investing?
Sankaran Naren
Chief Investment Officer - Equities & Fixed Income
ICICI Prudential Asset Management Company
- The asset class perspective
- The currency perspective - Protecting purchasing power in global terms
- The business access perspective - For scale, sophistication or availability
- Managing India-specific risks
2:45pm
Presentation
What is the role of international assets in domestic investor portfolios?
Pankaj Sharma
Executive Vice President, Head of BD & Risk Management
DSP BlackRock Investment Managers
- Why investors are still wary about investing in offshore funds?
- What has been the experience of retail & HNWI investors in other markets while investing offshore?
- How recent market movements have drawn investor attention towards offshore investment opportunities?
- What are the best ways for accessing international assets?
- What should be the role of advisers in offering international opportunities for their clients?
3:05pm
Presentation
Overseas investment - direct securities as an alternative
Mark Nelligan
Managing Director, Global Customers
Pershing Securities (a BNY Mellon company)
- Indian regulations and choosing the right partner
- Investor protection
- Separately managed accounts
- FATCA
3:25pm
Panel discussion
Real estate
- Real estate is the favourite underlying asset class to multiple investments - from fixed income (NCDs) to core real estate (pre-leased deals) to private equity (developments)
- What are the risks and returns in each of these investments?
- Where do real estate funds add value?
- Appetite for real estate investment trusts (REITs)
Chair
Hansi Mehrotra
Managing Director, Hubbis
India
Panel members
Rahul Rai
Head Real Estate PMS Business
ICICI Prudential Asset Management Company
Ramesh Nair
Managing Director - West India
Jones Lang LaSalle
Navin Kumar
Executive Director, Fund Raising & Investor Relations
Milestone Capital Advisors
Parimal Shroff
Lawyer
Parimal K Shroff & Co
Anand Moorthy
Head - Real Estate Services
RBS Financial Services, India
4:15pm
Refreshments & networking
4:40pm
Presentation
Hedge funds
Swapnil Pawar
Chief Investment Officer
Karvy Capital
Ashutosh Ojha
Head of Risk Management and Quantitative Research
Quant Capital
- The true relevance of absolute returns
- The nature of market inefficiencies underlying the returns of hedge funds - "There are no free lunches maybe, but there are a few very cheap ones"
- Multi-strategy funds and their relevance in overcoming the limitations of typical "quant" funds
- Are Indian investors ready for hedge funds? Typical apprehensions - the real ones and the not-so-real ones
- Various product options with hedge fund space
- Managing risk / measuring performance of these exotic products
- Typical apprehensions regarding hedge funds and truth about them
5:05pm
Panel discussion
Product innovation
- Defining alternatives - what constitutes alternatives? Why is real estate considered alternative?
- Classifying alternatives - could we adopt alternative beta (private equity, high yield), alternative alpha (hedge funds) and structured products?
- AIF as a platform - could we use AIF for pooling, overseas investments and other innovative investment ideas?
- Alternatives due diligence - issues and suggestions; are there international reporting standards like GIPS that they could adopt
Chair
Hansi Mehrotra
Managing Director, Hubbis
India
Panel members
Munish Randev
Executive Director, Head of Product & Advisory (Wealth Management)
Avendus Capital
Umang Papneja
Chief Investment Officer
IIFL Private Wealth Management
Sriram Iyer
Chief Business Officer
Religare Macquarie Private Wealth
Abhishek Khandelwal
Head of Investment & Lending products
RBS Private Banking
Ajit Menon
Executive Vice President & Head of Sales
DSP BlackRock
6:00pm
Forum ends