August 23, 2024 | Taj Santacruz, Mumbai

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

Why should you attend this event?

  • Discover emerging trends
  • Strategic positioning
  • Comprehensive tax planning
  • Tailored insights
  • Understand client expectations
  • Regulatory Updates
  • Gain insights into trends and opportunities in alternative investments.
  • Learn effective strategies for positioning alternative investments.
  • Acquire knowledge on non-financial topics such as taxation, lifestyle management, and philanthropy.
  • Understand the expectations of wealthy individuals from their advisors.
  • Identify the unique needs and aspirations of different categories of wealthy clients, including CXOs, entrepreneurs, family business owners and celebrities.
  • Stay updated on regulatory developments affecting Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs).

Tentative Agenda

  • Deciphering the diversity in PMS
  • Real people: Real stories: Success Stories in AIFs/PMS
  • Managing the taxation maze
  • Investment Strategies and Risk Management in Private Debt
  • Future trends and opportunities in Private Equity
  • The regulator’s perspective on Alternates
  • Dealing with the wealthy
  • Innovation in Investment Strategies in Category III AIFs
  • Understanding the potential of Gift City
  • Opportunities in Venture Capital

Interested in discovering the opportunities in the world of Alternates?

Who should attend?

Wealth
Managers
Boutique
MFD firms
Institutional
Investors
& Distributors
Family
Offices
Banks/
NDs

Registration Fee

Category Registration fee
(Till Aug 5,2024)
Registration fee
(After Aug 5 ,2024)
MFD/RIA ₹3,499 ₹6,499
Bank and ND ₹4,699 ₹7,699
Others
(Fintechs, service providers, manufacturers)
₹5,799 ₹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.

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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Danielle Howard

Wealth by Design, USA
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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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John Praveen

Prudential International Investments Advisors, USA
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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 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:

  • Cafemutual Confluence: Cafemutual Confluence is our flagship thought-leadership event that has an overarching theme and looks at future growth opportunities for the industry. It is meant for everyone involved in the business of Distribution of financial products - MFDs/RIAs, banks and NDs, senior teams at manufacturers and eco-system.
  • Cafemutual Ideas Fest: Targeted exclusively at Individual MFDs, Cafemutual Ideas Fest provides actionable insights to handle challenges faced by the MFD community thereby accelerating their growth.
  • 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.
  • CafeAlt Conference: This day long event aims to bring together stakeholders- wealth managers, boutique MFD firms, institutional distributors & investors, family offices and banks/NDs to deliberate on ways to grow the Alternatives pie.

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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Piya Khatri
Assistant Manager, Events

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Prem Khatri
Founder & CEO

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Vartika Pahuja
Design Head