Agenda

Welcome Address

08.45-09.00

Anita Sutrave, Dy. Chief Executive Officer, Cafemutual

Dealing with change

09.00-09.25

Rajiv Sabharwal, MD, Tata Capital and Chairman, Tata MF

Branding for professionals

09.25-09.45

Lulu Raghavan, CEO, Landor

Growing business in an all trail scenario

09.45-10.00

Ashutosh Bishnoi, MD & CEO, Mahindra MF

Lage Raho IFA bhai

10.00-10.15

Prem Khatri, Founder & CEO, Cafemutual

EQ selling

10.15-10.30

Nishant Patnaik, Associate Editor, Cafemutual

Succession planning for IFAs

10.30-10.45

Amit Trivedi, Trainer & Author

How to run a successful SIP drive

10.45-11.00

Mahesh Gattani, Balaji Investments

Coffee Break

11.00-11.20

Nudging clients to reach their goals

11.20-11.35

Sanjay Sapre, President, Franklin Templeton

Digital power to Distribution

11.35-11.50

Anuj Kumar, MD & CEO, CAMS

The future of debt

11.50-12.05

Kirtan Shah, COO, Streetsahead

Unveiling of The Advisor Handbook for Success

12.05-12.20

N S Venkatesh, CEO, AMFI

Elections 2019

12.20-13.00

Swaminathan A Aiyer, Leading Economist & Journalist

Lunch

13.00-14.00

Open mic

14.00-14.15

Meri kahani, meri zubaani

14.15-15.00

4 IFAs share their inspiring success stories: Anchor - Ashutosh Bishnoi, MD & CEO, Mahindra MF

Questions you should ask your fund managers

15.00-15.20

Vidya Bala, Head of MF research, FundIndia

Coffee Break

15.20-15.40

Dealing with the wealthy

15.40-16.00

Karan Bhagat, MD & CEO, IIFL Wealth

CIO Panel - Investing in uncertain times

16.00-16.45

Nikunj Dalmia, Managing Editor, ET NOW
Anoop Bhaskar, CIO, IDFC MF
Maneesh Dangi, CIO Fixed Income, Aditya Birla Sun Life MF
Navneet Munot, CIO, SBI MF
Prashant Jain, ED & CIO, HDFC MF
Vetri Subramaniam, Head-Equities, UTI MF

*Please Note: Topics and speaker could change without prior notice