agenda

Date: February 23, 2018 (Friday) Venue: Sahara Star, Mumbai

tentative agenda

Welcome Address

09.15 - 09.30

Anita Sutrave, CBO, Cafemutual

Lessons to learn from M S Dhoni

09.30 - 09.55

Sunil Subramaniam, CEO, Sundaram Mutual Fund

How to stay Streets Ahead of others?

09.55 - 10.05

Prem Khatri, Founder & CEO, Cafemutual

Future of client engagement

10.05 - 10.20

Ashutosh Bishnoi, CEO, Mahindra Mutual Fund

Dealing with change

10.20 - 10.50

Maria Marsala, Internationally renowned business coach & CEO, Elevating Your Business

How IFAs can leverage technology to be more productive

10.50 - 11.05

Anuj Kumar, Dy. CEO, CAMS

Coffee Break

11.05 - 11.30

Doing business with women clients

11.30 - 11.45

Anuradha Rao, MD & CEO, SBI Mutual Fund

Evolution of Advisory - Going to the Next Level

11.45 - 12.00

G. Pradeep Kumar, CEO, Union Mutual Fund

'Money and the mind'

12.00 - 12.15

Nimesh Chandan, Head – Offshore Investments, Canara Robeco Mutual Fund

Hope, Hype and Hard facts

12.15 - 12.30

Radhika Gupta, CEO, Edelweiss Mutual Fund

What makes an ideal advisor?

12.30 - 12.45

Vishal Kapoor, CEO, IDFC Mutual Fund

Revisiting Fund Evaluation Parameters

12.45 - 13.00

Vidya Bala - Head of Research, FundsIndia

Lunch Break

13.00 - 14.00

Fallacies in financial planning

14.00 - 14.15

Lovaii Navlakhi, Founder & CEO, International Money Matters

Dealing with the wealthy

14.15 -14.30

Mimi Partha Sarthy, Founder & MD, Sinhasi Consultants

Changing mindset of the new investors

14.30 -14.45

Kailash Kulkarni, CEO, L & T Mutual Fund

Let's Talk Business

14.45 - 15.30

Ajit Menon, CEO, DHFL Pramerica Mutual Fund in conversation with Piyush Rakhecha, Royal Eastern Financial Services | Rajesh Sodhani, Sodhani Investments | Ritesh Seth, Tejas Consultancy | Sujata Kabraji, Mumbai based IFA

Coffee Break

15.30 - 15.50

Equity investing - Test match vs T 20

15.50 - 16.05

Anoop Bhaskar, Head - Equities, IDFC Mutual Fund

Overcoming behavioral biases

16.05 - 16.20

Anand Damani, Partner, Briefcase

In this equity euphoria, debt still deserves a place

16.20 - 16.35

Dwijendra Srivastava, EVP & CIO Debt, Sundaram Mutual Fund

The one big opportunity that everyone is overlooking

16.35 - 16.50

P V Subramanyam - Top Trainer, Author, Blogger

Hallucination!

16.50 - 17.05

Rajesh Krishnamoorthy, MD, iFAST Financial

From 3% to 30%

17.05 - 17.20

N S Venkatesh, AMFI CEO