Wealth Managers
Boutique MFD firms
Institutional Investors & Distributors
Family Offices
Banks/NDs
Dear Friend,
Alternate investments, encompassing a wide range of assets outside traditional stocks, bonds, and cash, have seen remarkable growth in India over the past decade.
While many factors are responsible for this growth, two factors stand out:
Search for high returns - With traditional investments often yielding lower returns due to various economic factors,
investors are increasingly seeking higher returns through alternate investments. The benefit of using alternatives is the
potential for higher returns that are less correlated with traditional financial assets.
Different strokes for different folks - As the economy grows leading to an increase in wealth
and the wealthy, it creates a market for exclusive and bespoke products. Portfolio Management Services,
for example, can be customized completely keeping in mind investor risk profile and preferences. AIFs too with their
high minimums and cap on number of investors feed the need for uniqueness.
This provides a great opportunity to those engaged in wealth management, distribution and advisory services.
Diversifies earning streams beyond conventional products like mutual funds and insurance
Provides a chance to gain access to the rich and affluent with the right products
In this context, I am excited to share with you that we are organizing
CafeAlt Conference 2024 with the aim to gather all stakeholders – wealth managers,
distributors, bankers, manufacturers and everyone in the eco system to come on a single
platform and deliberate on ways to grow the Alternatives pie.
So, mark your calendar – CafeAlt Conference is on August 23, 2024 at Taj Santacruz, Mumbai.
See you then!
Prem
Prem Khatri
Founder & CEO, Cafemutual
| Time | Topic | Speaker |
|---|---|---|
| 8:45 am - 8:50 am | Welcome Address | Prem Khatri, Founder & CEO, Cafemutual |
| 8:55 am - 9.10 am | Economy and Markets Outlook | Prashant Jain, Founder, 3P |
| 9.15 am- 9.30 am | Building exclusivity- Lessons from luxury goods marketing | Prem Khatri, Founder & CEO, Cafemutual |
| 9:35 am - 10:00 am | Understanding the potential of Gift City | Dr. Dipesh Shah, ED, IFSCA Pavan Shah, General Manager& Pradeep Ramakrishnan, ED, IFSCA |
| 10.05 am -10.35 am | The regulator’s perspective on Alternates | Ananth Narayan G, WTM, SEBI |
| 10:35 am- 10:55 am | ||
| 10:55 am - 11:10 am | Alternative funds: Think beyond listed equities | Anunaya Kumar, President, Sales & Distribution, 360 One Asset |
| 11:15 am- 11:35 pm | Success Stories in AIFs/PMS | Nishant Patnaik, Associate Editor, Cafemutual in conversation with Anand Shah and Saurabh Mittal |
| 11:40 pm - 12:00 pm | Alternates- The Big Picture | Vikaas M Sachdeva, MD, Sundaram Alternates |
| 12:05 pm - 12:20 pm | Managing the taxation maze | Kunal Shah, Partner, PWC & Neha Bagri, Associate Partner, PWC |
| 12:25 pm-1:05 pm | Emerging sectors and trends in equity investing | Dhiraj Agarwal, MD, Ambit Investment Managers Madangopal Ramu, Head - Equities & Fund Manager, Sundaram Alternates Sandip Bansal,Senior Portfolio Manager, ASK Investment Managers Moderated by Munish Randev, Founder & CEO, Cervin Family Office |
| 1:05 pm-2:05 pm | ||
| 2:05 pm - 2:45pm | Investment Strategies and Risk Management in Private Debt | Bhavdeep Bhatt, CEO, Northern Arc Investment Managers Karthik B. Athreya, Director & Head of Strategy - Alternative Credit, Sundaram Alternates Lakshmi Iyer, CEO - Investments & Strategy, Kotak Alternate Asset Managers Limited Moderated by Maneesh Dangi, MD & CEO, Mosaic Asset Management |
| 2:50 pm- 3:05pm | Opportunities in Real Estate | Amit Bhagat, CEO & MD, ASK Property Fund |
| 3:10 pm - 3:25 pm | Succeeding in Indian markets | Rashi Talwar Bhatia, CEO & CIO, Ashmore India |
| 3:30 pm - 4:10 pm | Deciphering the diversity in PMS | Raghav Iyengar, CEO, 360 ONE Asset Sameer Shah, Co-founder, Value Quest Investment Advisors Pvt Ltd Saurabh Mukherjea, Founder & CIO, Marcellus Investment Managers Moderator - Prem Khatri, Founder & CEO, Cafemutual |
| 4:15 pm - 4:30 pm | Risks & Rewards in Performing Credit | Prasanna M, Chief Sales Officer, Vivriti Asset Management |
| 4:30 pm - 4:50 pm | ||
| 4:50 pm - 5:05 pm | Alpha generating strategies | Sameer Narayan, Head – Alternate Investment Equity, ABSL AMC |
| 5:10 pm - 5:50 pm | Building Wealth with Real Assets: Strategies for a Resilient Portfolio | Abishek Goel, MD & Head of Infrastructure and Real Asset Funds, Neo Asset Management Gaurav Puri – CIO, NCW Asset Management Yash Ravel, CEO, Fund Management, Welspun One Moderator – Umang Papneja, CEO, Julius Baer |
*Topics and speakers are subject to change.
| Category | Registration fee |
|---|---|
| MFD/RIA | ₹6,499 |
| Bank and ND | ₹7,699 |
| Others (Fintechs, service providers, manufacturers) |
₹8,799 |
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.
Cafemutual is a business built around people involved in the distribution business. So whether its news and industry updates or providing learning opportunities or conducting training programs – we have you covered.
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 four events annually:
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.
