"CRYSTAL GAZING NEXT DECADE OF WEALTH CREATION FOR INVESTORS"

Sahara Star, Mumbai

7th February, 2020

09:00 AM to 04:00 PM

Bloomberg Quint Media Partner

FEE : Rs 5000

Amount : Rs 5000 inclusive of Taxes

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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.

Investor Behaviours

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.

Market Volatility

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.

Crystal Gazing Next Decade of Wealth Creation & India’s 1st Smart Money Managers Awards

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

    Rajesh Kothari Founder & Managing Director- AlfAccurate Advisors
      Mr. Raamdeo Agrawal Chairman- Motilal Oswal Financial Services Limited
        Mr. Nilesh Shah Managing Director (MD) at Kotak Mutual Fund.
          Bharat Shah Executive Director- ASK Group
            Vivek Kaul Author and Economist
              Harsh Agarwal Head, Alternative strategies, Tata Asset Management Ltd ,Fund Manager : Tata Absolute Returns Long Short CAT 3 AIF
                Nagaraj Meda Fund Manager, Kunvarji Transgraph commodities fund
                  Govind Agrawal Director- AlfAccurate Advisors
                    Nalin Moniz Chief Investment Officer – Alternative Equity, Fund Manager, Edelweiss Equity Alternative Investment Fund
                      Vikas Khemani Founder, Carnelian Capital Advisors LLP, CEO, Carnelian capital compounder CAT AIF
                        Varun Goel Head, Alternative strategies, Nippon India Asset Management Ltd, Fund Manager : Nippon India Alternate Assets and Nippon India Portfolio MGT.
                          Samit Vartak Founding Partner and Chief Investment Officer of SageOne Investment Advisors LLP
                            Anshul Saigal Chief Investment Officer, Kotak Portfolio Management Services
                              Aashish P Sommaiyaa Managing Director & CEO; Motilal Oswal Asset Management Co. Ltd.
                                Shahzad Madon Head, Alternate Assets, Nippon Asset Management
                                  Mr. Harit Oberoi Associate Director- A.K. Wealth Management Pvt. Ltd.

                                  TITLE SPONSOR

                                  GOLD SPONSOR

                                  Tata Asset Management

                                  SILVER SPONSERS

                                  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 ?

                                  • Informed Investors
                                  • Portfolio Managers
                                  • CIOs, CEOs and Business Heads
                                  • Product Managers/ Research Analysts
                                  • Wealth Managers/Private Bankers
                                  • Independent Financial Advisors
                                  • Family Offices/UHNIs
                                  • Media
                                  • Regulators

                                  Coming Soon

                                  About us:

                                  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”

                                  Don’t Just Invest. Make an Informed Decision.