*In case, you’re looking for any offer, call / watsapp us on 9818233166. We’ll assist you with the relevant discount code
PMS AIF WORLD brings its First Alternate Investments Summit & Awards, Year 2020. We believe in Informed Investment Decisions, and this event is extension to our belief in this regard. This event provides opportunity to all 3 constituents i.e. industry, advisors and investors to come together and brainstorm for better outcomes.
Investment trends are transforming from relationship driven decisions to value and information driven decisions. Year 2020 is the last year of this decade. Through this event, we at PMS AIF WORLD will begin a series of on-going activities for entire year 2020, towards Wealth Creation : Crystal gazing next decade for investors (Year 2020-2030).
Given following evolutionary realities, this event will layout great insights to investors and industry professionals on investment strategies, innovations, risk-return dynamics, investment perspectives, evolving investor behaviour, changing regulations, and business opportunities.
Yesterday’s UHNI and HNIs were relationship focused, and investments decisions were driven by affinity with Wealth manager/Advisor. Today’s and Tomorrow’s UHNIs and HNIs are Value focused and investment decisions are driven by information, content and analysis.
The market volatility has remained high for the last couple of years and it has been a constant struggle for wealth managers/fund managers to generate performance to equity clients/investors. In-fact, it’s a challenge to protect capital in debt instruments, given the face of economic and geo-political risks.
Competition and Cost
Wealth management industry has seen emergence of flat fee models, variable fee models, direct plans etc. This is a quality conscious product category, and investor values high standards of advice, products, and service. However, price of service is another element that is gradually becoming critical as performance and returns are becoming difficult.
8:00 AM – Registration begins
8:00 AM to 9:00 AM – Tea and Snacks
9:00 AM ( Sharp ) – Event Starts
9:00 to 9:10 – Welcome Note – 10 mins
9:15 to 9:40 – Title Sponsor Slot – 25 mins
9:45 to 10:10 – 1 Speaker – 25 mins
Topic : Learnings from past decade and Five Insights for wealth creation in next 5 to 10 years
10:15 to 10:55 – 3 Speakers Panel Discussion – 40 mins
Topic : Emergence of unconventional, alternate investment options in PMS AIF space for moderate risk investors. Importance of product innovation for containing risk
11:00 to 11:45 – 3 Speaker panel discussion – 45 mins
Topic : Show me the money in next 5 years : What will make more wealth : Quality, Value or Momentum
11:50 to 12:45 – 4 Speaker panel discussion – 55 mins
Topic : Dissecting the Budget and Crystal gazing the Economy, and Markets for till Year 2025
1:00 to 1:45 – Lunch – 45 mins
1:50 to 2:15 – 3 Speaker panel discussion – 25 mins
Topic : Transforming Trends from “Where to Invest”, to “With whom to Invest” and Potential of PMS AIF Industry in next 5 to 10 years
2:20 – 3:50 – Top 10 Smart Money Managers Awards – 90 mins
3:55 to 4:00 – Vote of Thanks – 5 Mins
Founder & Managing Director
Mr. Rajesh Kothari, is a Founder and Managing Director of AlfAccurate Advisors Private Limited. CWA and an MBA by qualification, he has a rich experience of more than 20 years in the Indian Capital Markets and has handled several investment projects in premier investment institutions.
During his tenure as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Investment Managers), the equity assets under management flourished from USD 100mn to USD 1.5bn. All through this period of five years, the equity schemes often ranked in its 1st ‘Quartile Ranking’ by CRISIL, a Standard & Poor’s affiliate. This is a testimony to Mr. Kothari’s financial acumen and vast knowledge of investments. He is the recipient of several awards for delivering superior and consistent risk adjusted returns.
During his tenure as Director of Voyager Investment Advisors, a USA based India dedicated fund, the fund outperformed the benchmark indices significantly. Not surprisingly, CNBC, CRISIL, MyIris and others recognized his performance and awarded him for delivering unrivalled risk-adjusted returns. Economic Times also recognised his performance and awarded him as a ‘Platinum Fund Manager’. Additionally, he won the CRISIL Mutual Fund of the Year Award in 2006 for DSP Merrill Lynch Equity Fund. During his tenure, the fund house also received the Lipper India Fund award for the Best Equity Fund Group for three years.
Moreover, he has also been a keynote speaker at several international conferences/summits like Maharashtra Economic Summit, Institute of Directors, TradeTech Asia conference and The World Council for Corporate Governance. He is also actively involved with ‘Arham Yuva Seva Group’ – a philanthropic initiative with several significant programmes for a better world for the youth.
Motilal Oswal Financial Services Limited
An awardee of Rashtriya Samman Patra by Central Board of Direct Taxes, Raamdeo Agrawal is chairman of Motilal Oswal Financial Services Limited (MOFSL) and the driving force behind the company’s approach to investing. Mr. Agrawal has created the “QGLP” (Quality Growth Longevity & favorable Price) Investment Process and its ‘Buy Right, Sit Tight’ investing philosophy. Mr Agrawal is also the driving force behind the MOFSL Groups highly awarded research. He has been authoring the annual Motilal Oswal Wealth Creation Study since its inception in 1996. An Associate of Institute of Chartered Accountant of India and a member of the National Committee on Capital Markets of the Confederation of Indian Industry, he has also been featured on ‘Wizards of Dalal Street on CNBC TV 18.
Nilesh has over 28 years of experience in capital markets, having managed funds across equity, fixed income and real estate for local and global investors. In his previous assignments, Nilesh has held leadership roles with Axis Capital, ICICI Prudential Asset Management, Franklin Templeton Mutual Fund and ICICI securities. Nilesh is a Gold Medallist Chartered Accountant and a merit ranking cost accountant. He was part of the team that received the best fund house of the year award at Kotak Mutual Fund, Franklin Templeton and ICICI Prudential Mutual Fund.
Mr. Bharat Shah, is an Executive Director at ASK Group and has been associated with them since 2008. He holds a bachelor’s degree in commerce from the University of Bombay and a post-graduate diploma in management from the Indian Institute of Management, Calcutta. He is also a member of the Institute of Chartered Accountants of India and a member of the Institute of Cost and Works Accountants of India. Having a 25 years of experience in the field of investment management, he has a considerable understanding of global businesses and stock picking is his forte. His investment philosophy emphasizes buying quality businesses enjoying superior growth but at reasonable valuations. In 2013, he authored a book entitled “Of Long-Term Value & Wealth Creation from Equity Investing: Observation, Ideas and Reflection”.
has worked at senior positions with the Daily News and Analysis (DNA) and The Economic Times, in the past. He is also the author of five books. India’s Big Government—The Intrusive State and How It Is Hurting Us, his fourth book, was published in January 2017. He is also the author of the Easy Money trilogy, a series of three books on the history of money and banking, and how that caused the financial crisis that started in 2008 and is still on. The books were re-published by HarperCollins, in May 2018, having first been published between 2013 and 2015. The Hindu had this to say about Kaul and Easy Money: “This indigenous writer has written a book which is truly global in every sense. [We] would take the liberty of placing him in the same league as a Niall Ferguson or a Peter Bernstein, even though this is Vivek Kaul’s first book.” Al Ries, globally respected author and marketing consultant had this to say about Easy Money: “Forget what you think you know about money and read the truth, absorbing tale told by Vivek Kaul in his thorough, but fascinating book, Easy Money. A great read.” He has just finished writing his fifth book, Bad Money, which should be out next month. Currently, his writing appears regularly in the Mint, BBC, Dainik Jagran, Firstpost and Bangalore Mirror. Other than this, he has appeared as an expert on the BBC, Mirror Now, CNBC Awaaz and NDTV India. He has also taken to podcasting and is a regular guest on the Seen and the Unseen, one of India’s most popular podcasts on economics. He speaks regularly on economics and finance and has lectured at many institutions including IIM.
Head, Alternative strategies, Tata Asset Management Ltd
Fund Manager : Tata Absolute Returns Long Short CAT 3 AIF
Harsh is a specialist in equity hedge fund strategies. He joined Tata Asset Management in November 2018 as Head of Alternative Strategies. Started the alternatives business with launch of Tata Absolute Return Fund in April 2019. Through Tata Absolute Return Fund, Harsh introduced the Equity market neutral investing strategy to the investor community. His prior stint includes working as Portfolio Manager – Equity long/short strategy at Reliance Securities where he managed equity long/short portfolio and generated consistent high returns. Harsh received his training in equity investments and hedging strategies while working for Deutsche bank’s trading desk and Roc Capital Management USA. He is an MBA (Finance) from Symbiosis, Pune and also done courses in Certified Portfolio Manager and Certified Treasury Manager from The Institute of Chartered Financial Analysts of India University.
Fund Manager, KUNVARJI TRANSGRAPH COMMODITIES FUND
Nagaraj Meda is a postgraduate in economics from University of Hyderabad (central university) and is the Founder, Chairman and Managing Director of TransGraph Consulting. About 18 years of experience in areas of price forecasting, trading, sourcing and risk management and is providing the services to leading manufacturing, commodity trading, FMCG and metal companies of the world. He has hands on experience in the commodity futures markets as a portfolio manager in a commodity hedge fund initially and as a consultant presently. He is well recognized as an authority in the field of forecasting using technical analysis and has carved a new concept, “Mapping the market thought” to forecast the prices. He has presented 100+ papers at various international level conferences related to price forecasting, procurement and risk management.
Mr Govind Agrawal, is a director of AlfAccurate Advisors Private Limited. He is an FCA and a graduate in Law. He has over two decades of experience in the Indian Capital Markets. Prior to joining AAA, he has held key positions with several reputed organizations such as Reliance Capital Asset Management, UBS Securities, Motilal Oswal Securities.
His four-year stint at Reliance Capital Asset Management Company (USD 20bn) as the Fund Manager saw the Reliance Emergent India Fund (USD 100m off-shore fund) outperform benchmark indices by 35 per cent since its inception. Furthermore, he played an instrumental role in setting up the ‘Macro Economic Desk’ at Reliance AMC. Before this, Mr. Agrawal has worked with UBS Securities India Pvt. Ltd as an Executive Director where he spearheaded India accounts for large FIIs. Mr. Agrawal’s decade as a Senior Vice President at Motilal Oswal Securities Ltd helped him specialize in advising major institutional domestic and foreign investors on sectoral allocation and stock selection.
He has represented Reliance AMC on international platforms and panel discussion on Emerging Markets and Indian Equity Market. Mr. Agrawal addressed various investors’ meet and the private banking teams of large banks in Middle East, Asia, London, Europe and in India.
A leader by example, Mr. Agrawal has won many accolades for consistently contributing to Institutional Equity Sales at Motilal Oswal. He was also voted ‘Best Equity Sales Person – Mega Funds category’ by Asia Money in 2006.
Chief Investment Officer – Alternative Equity
Fund Manager, Edelweiss Equity Alternative Investment Fund
Mr. Nalin Moniz had Co-Founded, Forefront Capital Management, and has worked as a Portfolio Manager at Goldman Sachs Asset Management (New York, USA).
He has 8 years of India investment track record on the PMS, AIF, and FII platform covering fundamental equities, event arbitrage, and commodities.
He brings global research and investment management experience at one of the world’s largest hedge funds in equities, bonds and credit.
Graduated magna cum laude from Management & Technology Program at the University of Pennsylvania with a B.S. Economics (Wharton School) and B.S.E in Computer Engineering (Moore School of Engineering).
Founder, Carnelian Capital Advisors LLP
CEO, Carnelian capital compounder CAT AIF
Vikas is a Chartered Accountant, and CFA Charter holder (USA). He has 22 years of capital markets experience, most recently as the CEO of Edelweiss Securities Ltd, where he spent 17 years incubating & building several businesses to leadership including Institutional Equities and Equity Research. He has a strong business acumen & deep understanding of Capital markets; enjoys strong relationship with Corporate India and is associated with several industrial bodies and committees. He has served as a member of the CII National Council on Corporate Governance, FICCI Capital Markets Committee and was an invited member at the Executive Council of Bombay Management Association. He is a member of Young Presidents Organization (YPO), a global forum for entrepreneurs and CEOs and was awarded Young Professional Achievers Award for the service sector by ICAI in 2014.
Head, Alternative strategies, Nippon India Asset Management Ltd
Fund Manager : Nippon India Alternate Assets and Nippon India Portfolio MGT.
Varun Goel manages Equity PMS and Equity AIF products as a Fund Manager and works with Nippon India. He is a B.Tech in Mechanical Engineering, and MBA in Finance and Marketing from Indian Institute of Management, Lucknow. He has worked with Kotak Portfolio Management Team and was a part of the buy side analysts team actively tracking around 60 companies forming part of the BSE 500 Universe. During this role, he performed, in depth analysis of over 100 companies across sectors by interaction with top management and also analyzed company financials including balance sheet, profit & loss and cash flow statements. Achieved a success/ strike rate of 80% of recommendations worked; enabling the fund manager to outperform benchmark on three, six and twelve month basis.
Samit has worked closely with various companies in the US and India, advising them on business strategy, profit optimization, growth and valuation. This experience forms the backbone that helps him better understand businesses and their fair value. He has been early in identifying and investing in multiple businesses across industries before they catch market attention. Samit actively shares his knowledge and learnings through widely followed investor newsletters, lectures at CFA society/industry forums/business schools and media interviews. Samit returned to India in 2006 after spending a decade in the USA working initially in corporate strategy with Gap Inc. and PwC Consulting, and then with Deloitte and Ernst & Young advising companies on business valuation and M&A. Samit is a CFA® charter holder, an MBA from Olin School of Business of the Washington University in St. Louis and holds a Bachelor of Engineering degree with Honors from Sardar Patel College of Engineering (SPCE), Mumbai University.
MBA in Finance, Bachelor in Engineering and brings Financial Markets experience of 2 decades. He manages the Portfolio Management Services business at Kotak AMC. He has strong grounding in Graham/ Buffet styles of Investing, hence his portfolios are managed in a disciplined manner under the Value Investment philosophy. Portfolios seek to identify Special Situations and Value Opportunities to take advantage of mis-priced market instruments. Areas of focus are corporate restructurings, price-arb opportunities, under-researched pockets and companies with competitive moats (preferably having temporary performance concerns). Passionate about the markets and endeavours to constantly learn through writings of capital market doyens like Ben Graham, Charlie Munger, Warren Buffett, George Soros with a particular interest in behavioural finance.
Master in Finance and Bachelors in science, brings 2 decades of industry experience. He Responsible for strategizing, growing and managing the operations of Motilal Oswal AMC – a niche, focused, expert equity boutique based on its time tested BUY RIGHT : SIT TIGHT investing style. India’s one and only 100% equity AMC with a sharply articulated philosophy of buying and holding companies that demonstrate high Quality, high Growth and Longevity of growth.He has been responsible in the past for sales and distribution of one of India’s largest AMCs; ICICI Prudential AMC for their MF, PMS and Real Estate offerings through multiple distribution channels across India and Middle East. Led new product development, product management, communication and distribution channel delivery over a number of years. Passionate about Investing, Reading, Sales, Marketing, Communication, Training, Teaching, Writing and Public Speaking. Loves travelling to meet new people.
Shahzad is a Commerce graduate and an MMS from University of Mumbai. He has more than 30 years of industry experience across banking, investment management & the financial services sector. He has held varied responsibilities, which include heading equity research, managing equity portfolios, heading the equities business, managing alternative assets and leading the PMS & AIF business.
He has been actively involved in the conceptualization, fund raising activities and fund management of equity/capital markets products.
Harit is a Senior Executive having more than 18 years of experience in the financial services industry with specific focus on investment advisory across Equity & Debt products. He has garnered extensive exposure across a gamut of areas including leadership, business strategy & development, product management including development, system & process development and operations. He has been accredited with setting up the distribution Model in AK Capital and E-broking in MOSL. I has gained competence in setting up new verticals, driving strategic planning & execution of new business models and scaling them into sustainable & profitable businesses. He has demonstrated excellence in building the channel network and managing the same effectively. He is also adept in handling diverse stakeholders including senior leadership, internal teams, cross-functional resources, key accounts, investors & promoters & statutory bodies along with managing customers including B2B & B2C relationships.
PMS AIF WORLD brings its 1st Alternate Investments Summit & Smart Money Manager Awards, 2020. Be a part of insightful agenda and plan your year 2020. Event provides opportunity to all 3 constituents across Industry – Investors – Investment Professionals to come together. Who should participate ?
Our Belief : Incredible results get achieved with commitments.
Our Values : Genuine – Visionary – Creative – Focused – Persistent.
Our Mission : Transforming Investing Trends from “Invest and Learn” to “Learn and Invest”