May 10, 2024 | Time: 9:00am to 5:00pm
Taj Santacruz, Mumbai

Countdown to Cafemutual Passives Conference 2024

Prem Khatri

Dear Friend,


'One cannot resist an idea whose time has come.'

- Victor Hugo     



The time for Passives has come and it is time you took a serious look at Passives.

Why?

  • Passives do not cannibalize your existing business, they are in fact very often complementary to Actives
  • They make the pie bigger, generating more cumulative revenue
  • Passives help you win a higher share of wallet of your clients
  • Passives help you develop a deeper connect with your clients
  • Finally, Passives are attracting your clients and if you don’t offer them, then somebody else will

Cafemutual Passives Conference 2024 is the perfect platform for you to learn why you need to adopt Passives. And if you have already adopted Passives, you will get insights and a peek at the latest trends in the world of Passives from an exciting lineup of international and Indian 20+ experts.

As always, Cafemutual Passives Conference 2024 will provide you the right mix of knowledge, entertainment and networking.

So, register now and take advantage of early bird incentive!

See you on May 10 at Taj Santacruz, Mumbai!

Warm regards,

Prem Khatri
Founder & CEO
Cafemutual

Why attend
Cafemutual Passives Conference?

The 3rd edition of Cafemutual Passives Conference is set to make its mark again on May 10, 2024 at Taj Santacruz, Mumbai.

Featuring an exciting array of speakers and a dynamic agenda, Cafemutual Passives Conference 2024 promises an immersive experience where you are exposed to latest trends shaping the world of Passives.

Don't miss this invaluable opportunity to enhance your knowledge and expand your network among industry leaders including CEOs, CMOs, and influential MFDs/RIAs from across the country.

Register now to seize the opportunity to elevate your Passives game!

Tentative Agenda

Artificial Intelligence and the Future of Advice

Reimagining your business model

Today's big risk... and opportunities

The Playbook for Human Advice

Everything you always wanted to know about Bond ETFs...

Thematic Investing in 2024: Big Tech, Big Medicine, Big Ideas

How to build portfolios using ETFs

The future of distribution

Hot regulatory topics facing the ETF industry

Connecting with investors: The art of ETF marketing & distribution

Excited about these topics?

So, hit the register button and reserve your spot for Cafemutual Passives Conference 2024!

Who should attend
Cafemutual Passives Conference?

  • check_circle Sales & Product teams of banks, national distributors & wealth counters

  • check_circle Progressive MFDs & RIAS

  • check_circle Corporate Investors

  • check_circle Index providers

  • check_circle Senior teams from Manufacturers and

  • check_circle All those who are interested to learn more about Passives as a product category

Registration Fee

Category Registration fee
(Till April 30,2024) 		Registration fee
(From May 1,2024)
Individual MFD/RIA ₹2,699 ₹3,999
Others
(AMC employees, National distributors, Fintechs and Media) 		₹4,699 ₹5,999

Once you register, you will receive an auto-generated confirmation mail. Should you face any difficulty while registering, please call Fouzia on +91-99300 77117.

Who spoke at our
earlier events

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Morgan Housel

Author of 'The Psychology of Money
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Daniel Crosby

Behavioural Scientist, Brinker Capital, USA
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Deborah Fuhr

Managing Partner, Founder and Owner, ETFGI
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Abizer Diwanji

Ey
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Alex Birkin

EY Partner, Global Advisory Leader - Wealth and Asset Management
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Niro Sivanathan

Associate Professor, Organisational behavior, London Business School
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Bobby Pawar

Publicis Worldwide
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Hal Hershfield

Prominent Author, Speaker, Psychologist, Professor at UCLA
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Lulu Raghavan

CEO, Landor
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Anand Lunia

India Quotient
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M J Akbar

Union Minister
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Michael Lipper

President, Lipper Advisory Services
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Nirmal Jain

India Infoline Ltd
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Raj Raghunathan

Professor, University of Texus, Austin
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Rajdeep Sardesai

Noted Journalist
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Rajesh Jain

netCORE Solutions
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Rashesh Shah

Edelweiss Group
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Thomas Curran

Perfectionism
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Robert. F. Baur

CGE, Principal Global
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Rolf Hermans

Robeco
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Santosh Desai

Future Brands
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Swaminathan Aiyer Anklesaria

Noted economics journalist
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Tarun Rai

CEO, JWT South Asia
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Carl Richards

Author, Behavior Gap

Who we are?

Cafemutual is a business built around people involved in the mutual fund distribution business. So whether its news and industry updates or providing learning opportunities or conducting training programs – we have you covered.



How do we contribute to your growth?


Website
Our website www.cafemutual.com gives news, knowledge and content to mutual fund & investment professionals. This site is among the top in the category globally. Launched 14 years back, it is the most trusted source of news & knowledge because of its integrity & independence.



Events
We conduct three events annually:

  1. Cafemutual Confluence: Cafemutual Confluence is our flagship thought-leadership event that provides an overarching view on the global trends that shape the MF industry and is meant for everyone involved in the business of mutual funds - MFDs/RIAs, banks and NDs, employees of fund houses and eco-system.
  2. Cafemutual Ideas Fest: Targeted exclusively at Individual MFDs, Cafemutual Ideas Fest provides actionable insights to challenges faced by the MFD community that help them accelerate their growth.
  3. Cafemutual Passives Conference: Industry’s only event that focusses on ‘Passives’ as a product category and provide the much needed clarity on the emerging trends in the world of Passives.

Training and Development
Many of the top fund houses engage us on investor outreach and to train their distributors and employees programs. Among our 26 clients are top 13 AMCs in India.

Research & Consulting
With an in-depth understanding of the mutual fund and distribution space, we offer bespoke solutions to our clients in the areas of sales, business development and marketing.

Meet the team

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Anita Sutrave
Dy. Chief Executive Officer

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Dipti Parab
AVP - Finance & HR

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Fouzia Syed
Assistant Vice President

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Kushan Shah
Correspondent

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Meera Huckoo
Co-founder

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Muzammil Bagdadi
Correspondent

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Nishant Patnaik
Associate Editor

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Poonam Sawant
Senior manager-Business development

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Riddhima Bhatnagar
Correspondent

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Prem Khatri
Founder & CEO

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Vartika Pahuja
Senior Graphic Designer