Registration
Welcome Address
Hansi Mehrotra
Managing Director, India
Hubbis
Panel Discussion
Is asset allocation dead?
- Are investors questioning the value of strategic asset allocations?
- Should equities still be the cornerstone of portfolios?
- How are private banks convincing investors to diversify?
- What do they do about gold?
- What kind of tactical asset allocation ranges and tilts do investors want?
Chair
Anurag Seth
Head Global Wealth Management
Quant Capital
Panel Members
Prateek Pant
Director, Products & Services, Private Banking
RBS
Jignesh Shah
Head of Product and Advisory, India
Sarasin Alpen
Nimish Shah
Head - Investments
Citi Private Bank
K Ramachandran
President - Investment Advisory & Equity Research
Yes Bank
Umang Papneja
President
IIFL Private Wealth Management
Nitin Rakesh
Managing Director & Chief Executive Officer
Motilal Oswal Asset Management
Equities session – Old asset class, different perspectives
Session Moderator
Satwick Tandon
Director - Global Investment Solutions, India
Merrill Lynch Wealth Management
Presentation
Value investing
Raamdeo Agrawal
Director
Motilal Oswal Asset Management
Presentation
Optimistic investing
Bhupinder Sethi
Head of Equities
Tata Asset Management
Presentation
Volatility as a new asset class
Raghav Iyengar
Executive Vice President - Head Institutional & Retail Business
ICICI Prudential
Presentation
Quantitative investing
Dr Purnendu Nath
Principal
Quant Global Investment Management
Presentation
DSP BlackRock’s view on the Indian equity markets
S Naganath
President and Chief Investment Officer
DSP Blackrock
Refreshments & Networking
Presentation & Panel Discussion
Views on fixed income
- Global outlook
- Domestic outlook
Presenter
Dhawal Dalal
Head of Fixed Income
DSP Blackrock
Panel chair
Rama Biyani
VP, Fixed Income Market Specialist
RBS
Panel members
Nipa Sheth
Director
Trust Capital
Rudraksh Bhatt
Sales
Darashaw
Bhupendra Meel
Head of Investment Advisory
AK Group
Dhawal Dalal
Head of Fixed Income
DSP Blackrock
Presentation & Panel Discussion
Sales – What do successful advisers do in their sales technique?
- Being different, being professional, being strategic
- Developing a sales strategy – routes to market.
- Developing a sales plan – turning thinking into action
- Managing your pipeline
- Developing existing client relationships – gaining quality referrals
- The sales behaviours that consistently-high performers demonstrate
Presenter & panel chair
David McDonald
Managing Director, Head of Consulting & Learning Solutions
Hubbis
Panel Members
Nitila Natrajan
Executive Director
UBS Wealth Management
Guneet Singh
Head of Sales
HDFC Private Bank
Sriram Iyer
Director - Wealth Management
Religare Macquarie Wealth Management
Lunch
Presentation & Panel Discussion
Real Estate – The Art of the Deal
- Ultra high net worth investors like investing in real estate, and increasingly directly into individual properties. What trends are we seeing in where they are investing?
- How kinds of deals are being structured?
- What level of due diligence must private banks do as the intermediate party?
- Experiences from structuring and exiting transactions - real estate fund perspective
Panel chair
Amit Sathe
Vice President – Marketing & Sales
Phoenix Marketcity
Presenters & panel members
Parimal Shroff
Lawyer
Parimal Shroff & Co
Naresh Nadkarni
Chief Investment Officer
HDFC Property Fund
Ramesh Nair
Managing Director - West India
Jones Lang LaSalle
Panel Discussion
Opportunities in Alternatives
- Analysing the AIF guidelines
- Private banks are getting involved in crossing deals within their client base, with the help of boutique investment banking firms. What do RMs need to know about this area to be able to leverage such opportunities?
- Experiences from structuring and exiting transactions
Chair
Nitin Rakesh
Managing Director & Chief Executive Officer
Motilal Oswal Asset Management
Panel members
Munish Randev
Executive Director & Head - Product & Advisory (Wealth Management)
Avendus Capital
Richa Karpe
Co-founder and Executive Director
Altamount Capital Management
Shailesh Haribhakti
Chairman
BDO Consulting
Radhika Gupta
Director
Forefront Capita
Amit Dabas
Director
Guggenheim Partners
Anil Joshi
Mumbai Angels
Refreshments & Networking
Presentation & Panel Discussion
Structuring cross-border investments and inter-generational wealth transfers
- What structures and strategies are available to invest cross-border – both inbound and outbound?
- What structures and strategies are available for intergenerational wealth transfers
- What should be the motivations for succession planning, inter-generational wealth transfer and using trusts?
- Are we about to see an explosion around opportunities in estate planning in India?
- What is right way to discuss estate planning issues with clients?
- What are the biggest pitfalls in the succession planning process for families? What is most likely to go wrong?
- What is involved in creating and protecting the value of wealth in a family?
- How can families deal with evolving cultural changes related to gender and geography?
Presenter
Tariq Aboobaker
Estate Planning Director
Amicorp
Panel chair
Sonali Pradhan
Head of Wealth Services, India
RBS
Panel members
Tariq Aboobaker
Estate Planning Director
Amicorp
Navita Yadav
Chief Operating Officer and Head - Business
IL & FS Trust Company
Ashish Khetan
Executive Vice President and Head - Family Office
Kotak Mahindra Bank
Mugdha Sahal
Vice President
IIFL Private Wealth Management
Forum Closes
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
Panel Discussion
Designing the private banking industry for long-term success
- How did the industry evolve in other markets? How is India different?
- What can the private banking industry do now to design its own future?
- To what extent are foreign parent companies rethinking their India strategies?
- What opportunities and challenges does this present for different types of institutions – domestic and foreign? And how can they capitalise on these?
- What’s missing within India’s private banking market which prevents it from moving to the next level and stage of development?
- What is the outlook for the industry in 2012?
Chair
Michael Stanhope
Chief Executive Officer
Hubbis
Panel Members
Rajesh Iyer
Executive Vice President & Head - Products and Research
Kotak Wealth Management
Atul Singh
Managing Director & Head of Global Wealth & Investment Management, India
Merrill Lynch Wealth Management
Sameer Kaul
Managing Director, Global Market Manager
Citi Private Bank
Stephane Honig
Global Head, Indian Markets
BNP Paribas Wealth Management
Karan Bhagat
MD & CEO
IIFL Private Wealth Management
Sutapa Banerjee
Chief Executive Officer, Private Wealth
Ambit Capital
Rohit Bhuta
Chief Executive Officer
Religare Macquarie Wealth Management
Nitin Rao
Senior Executive Vice President, Private Banking Group & Third Party Products
HDFC Bank
Panel Discussion
Managing cost to income ratios through managing talent
- Can the sales/advice process be institutionalised? Banks could increase the productivity of their RM force by institutionalising a sales process and offering sales skills training.
- What kinds of tools are used for each step of the advice process? Experiences from global private banks on sales processes
- Do clients get somewhat consistent service from different RMs of the same bank?
- Experiences from trying to build talent pipelines
- How can private banks set a higher technical skills/product knowledge standard than the regulatory minimum?
- Are current incentive structures encouraging undesirable behaviours?
- How could the remuneration structures be adapted to balance short term and long term business objective
Chair
Sanjay Sachdev
President & Chief Executive Officer
Tata Asset Management
Panel Members
Vishal Kapoor
General Manager, Wealth Management, South Asia
Standard Chartered
Ashish Kehair
Head of Private Wealth Management & International Business
ICICI Securities
Hrishi Parandekar
Chief Executive Officer
Karvy
Rajesh Saluja
Chief Executive Officer & Managing Partner
ASK Wealth Advisors
Amit Pande
Head - Privee, Private Bank
Axis Bank
David McDonald
Managing Director, Head of Consulting & Learning Solutions
Hubbis
Refreshments & Networking
Panel Discussion
Are private banks in India ready to work with independents?
- How did the external asset managers industry develop in Switzerland and Singapore?
- How do they work with private banks?
- Some banks have been partnering with IFAs informally, but is there a more organised way to rent out their platform within the current regulatory framework?
- What are the main opportunities and challenges in this segment?
Chair
Michael Stanhope
Chief Executive Officer
Hubbis
Panel Members
Dhruv Mehtra
Director
Dhruv Mehta
Mrin Agarwal
Portfolio Advisor
IFA
Aashish Somaiyaa
Sr. VP & Head Retail Business
ICICI Prudential AMC
Debashish Bose
Senior Vice President - Institutional Sales
Quant Capital
Panel Discussion
QFI regulations - opportunities and challenges
Chair
Manoj Jain
Head
ILFS Custody
Panel Members
Atul Singh
Managing Director & Head of Global Wealth & Investment Management, India
Merrill Lynch Wealth Management
Pankaj Chopra
Chief Executive Officer
Reliance Wealth Management
Ranjan Bhattacharya
Snr VP & Head, India Custody and Clearing
HSBC Securities Services
Rajesh Cheruvu
Chief Investment Officer, India
RBS
Lunch
Business Strategy Track Ends
Visit Product and Skills Track from 1.55pm