AGENDA
February 10 & 11, 2021
February 10, 2021 - Day 1
2:00-2:10
Welcome Address
Prem Khatri, Cafemutual
2:15-2:40
State of the Indian economy and where it is headed
Sanjeev Sanyal, Principal Economic Adviser in the Ministry of Finance, Government of India
2:45-3:00
Preparing for New Realities, New Possibilities
Sunil Subramaniam, MD, Sundaram MF
3:05-3:20
Being a friend, philosopher & guide to your clients
Kailash Kulkarni, CEO, L&T MF
3:25-3:40
How to set up your virtual office
Gajendra Kothari, MD & CEO, Etica wealth
3:45-4:05
MFD Heroes Awards - recognizing selfless acts of heroism from the MFD community
Raghav Iyengar, CBO, Axis MF
4:10-4:25
Mastering client acquisition in the ‘new normal’
Anuj Kumar, President & CEO, CAMS
4:30-5:00
Achieving success in the midst of opposing forces
Swami Gyanvatsal, Motivational speaker and spiritual leader
5:05-5:45
How I grew my business - Inspiring stories of achievers (MFDs)
Sunil Subramaniam, MD, Sundaram MF | Nitin Patel - Finfreedom33 Wealth |
Hitesh Kakkad - Moneyplus Financial |Achuthan Kutty - MFD | Sapna Narang - Capital League
5:50-6:15
Time to turn over a new leaf? - Changing the advisor-client conversations
Danielle Howard, Wealth by Design, USA
February 11, 2021 - Day 2
2:00-2:05
Welcome Address
Prem Khatri, Cafemutual
2:10-2:25
Indian equities - time to buy, hold or exit?
Prashant Jain, ED & CIO, HDFC MF
2:30-2:45
Passive funds as a core in asset allocation
Saugata Chaterjee, Co-CBO, Nippon India MF
2:50-3:05
What to expect from debt markets
Dwijendra Srivastava, CIO-Debt, Sundaram MF
3:10-3:25
Global Investing – the need and opportunities
George Mitra, Founder & CEO, Fintso
3:30-3:45
India- A lifetime opportunity
Navin Agrawal, MD & CEO, Motilal Oswal MF
3:50-4:10
MFD Heroes Awards - recognizing selfless acts of heroism from the MFD community
Raghav Iyengar, CBO, Axis MF & Dhruv Mehta, Chairman, FIFA
4:15-4:30
The relevance of value investing
Vetri Subramanian, Group President & Head of Equity, UTI MF
4:35-4:50
How to grow business multifold by 2025
G Pradeepkumar, CEO, Union MF
4:55-5:10
Business plan to future proof your practice
Moh Hon Meng, Co-founder, iFAST Group
5:15-5:45
Comedy act by Vipul Goyal
Vipul Goyal, Ace stand-up comedian
5:50-6:15
Wealth, Greed & Happiness
Morgan Housel, Author of 'The Psychology of Money'
Please note: The list of speakers, topics and sequence of sessions are liable to change without notice