Countdown to Cafemutual Confluence 2023

Dear Friend,

Inspite of being buffeted by market volatility and constant regulatory changes, the Indian mutual fund industry has registered impressive growth, year upon year. In fact, just as when it seems, things have settled down, the universe sends fresh challenges. We are at such a point once again.

So, we thought it appropriate to have ‘For a brighter future. Anti-fragile. Dynamic. Innovative.’ as the theme of the next edition of Cafemutual Confluence 2023 to be held on October 13 at Taj Lands End, Mumbai.

We will get the best minds both in the industry and outside to guide us in our journey to ensure that both the stakeholders - distributors & manufacturers, create a sustainable and robust business model that serves the interests of the investors.

I invite you to be a part of the deliberations to lead us to a brighter future.

See you then on October 13!

Warm Regards
Prem Khatri
Founder & CEO, Cafemutual

Who should definitely attend Cafemutual Confluence 2023?

  • Individual MFDs/RIAs
  • Senior employees at banks & NDs
  • Employees of AMCs/fintechs
  • People working in MF ecosystem – registrars, NISM, AMFI, media etc

Why should you attend Cafemutual Confluence 2023?

Learn from the knowledge shared by 20+ experts. Gain access to profound wisdom and stay updated on the latest industry trends and insights.

Discover trends in the distribution space both Indian and international that help you thrive & grow despite uncertainties and volatility.

Connect with over 450+ attendees from across the country. This is a platform where ideas will emerge, stories will be exchanged and there will be immense collective learning.

Why should you partner Cafemutual Confluence 2023?

You must come onboard as a partner if,

01. You want to enhance your brand image among the MFD community

02. You want to make an impact by introducing a new concept/technique to the MFDs

03. You are a new fund house/fintech wanting to establish a connect with the distribution community.

04. You want to showcase your product offerings to the people involved in the MF space

Explore opportunities at Cafemutual Confluence 2023!

Agenda:

Time Topics Speaker
9:00 am - 9:10 am Welcome Address Prem Khatri, Founder & CEO, Cafemutual
9:15 am - 9:30 am Surviving & thriving in the changing world- building volume Sunil Subramaniam, MD, Sundaram MF
9:35 am - 10:15am Way forward for retail investors in equity & fixed income investing Amit Tripathi – CIO-Fixed Income, Nippon India MF
Hemant Rustagi – CEO, Wiseinvest Pvt Ltd.
Maneesh Dangi – Founder, Macro Mosaic Investing & Research Pvt Ltd
Ravi Gopalakrishnan – CIO-Equities, Sundaram MF
Rajesh Bhatia – CIO, ITI MF
Moderator - Prem Khatri- Founder & CEO, Cafemutual
10:20 am - 11:00 am The evolution of financial advice Akhil Chaturvedi - Director & CBO, Motilal MF |
Amit Bivalkar - Founder, Sapient Finserv Private Limited |
Ankur Thakore – Head - Retail Sales & Distribution, HSBC MF |
Saugata Chatterjee - CBO– Sales & Distribution, Nippon India MF |
Suresh Sadagopan -Founder, Ladder7 Financial Advisories
Moderator - Nishant Patnaik - Associate Editor, Cafemutual
11:00 am - 11:30 am Coffee break
11:30 am - 11:40 am Quiz
11:40 am - 12:20 am Sprinting a marathon: Keeping up with the SEBI’s Rulemaking Activity Anuj Kumar - President & CEO, CAMS |
Dhirendra Kumar - CEO, Value Research |
Harsh Roongta - Founder, Fee only Investment Advisors LLP |
Sandeep Parekh - Founder, Finsec Law Advisors |
Moderator - Prem Khatri - Founder & CEO, Cafemutual
12:25 am - 12:40 pm Impact of AI on the mutual fund industry Vikas Prabhu - Start up Mentor & Digital transformation specialist
12:45 pm - 1:05 pm Creating resilient businesses Makhdoom Ansari - National Head - Retail Sales, Mirae Asset MF |
Saibal Biswas – Founder, Saibal Biswas |
Vineet Nanda - Founder, SIFT Capital
1:05 pm - 2:05 pm Lunch
2:05 pm - 2:10 pm Quiz
2:10 pm - 2:50 pm Emerging trends shaping the investment management industry Anupam Tiwari - Head of Equity, Groww MF |
Atul Shinghal - Founder & CEO, Scripbox |
Benedek Voros - Director, Index Investment Strategy, S & P Dow Jones Indices |
Chirag Mehta - CIO, Quantum MF
Moderator - Prem Khatri - Founder & CEO, Cafemutual
2:55 pm - 3:15 pm Perfection trap Thomas Curran - Associate Professor of Psychological and Behavioural Science, The London School of Economics and Political Science
3:20 pm - 3:50 pm Coffee break
3:55 pm - 4:35 pm Cafemutual Big League Awards
4:40 pm - 5:30 pm CEO panel- The Next Wave of Growth DP Singh - Dy. MD & Jt. CEO, SBI MF |
I. V. Subramaniam - MD & Group Head - Equities, Quantum Advisors |
Kailash Kulkarni - CEO, HSBC MF |
Navneet Munot - MD & CEO, HDFC MF |
Varun Gupta - CEO, Groww MF |
Vishal Kapoor - CEO, Bandhan MF
Moderator - Prem Khatri - Founder & CEO, Cafemutual

*Speaker, topics and timings are subject to change

Registration :

Delegate Registration Fee
Individual MFDs/RIAs ₹3999
Others

(Employees, Bankers, wealth
managers, National distributors,
Fintechs and Media)

₹5999

Once you register, you will receive an auto-generated confirmation mail.
Should you face any difficulty while registering, please call Fouzia on +91-9930077117

Here’s what our happy attendees have to say

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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Robert Stammers

CFA Institute, USA
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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 mutual fund distribution business. So whether its news and industry updates or providing learning opportunities or conducting training programs – we have you covered.



What businesses does Cafemutual do?


Website:
Our website www.cafemutual.com gives news and knowledge to mutual fund & investment professionals. This site is among the top in the category globally. Launched 13 years back, it is the most trusted source of news & knowledge because of its integrity & independence.



Events:
Cafemutual conducts three widely acclaimed events,
- Cafemutual Confluence
- Cafemutual Ideas Fest
- Cafemutual Passives Conference



Training and Development:
Many of the top fund houses engage us to train their distributors, employees and conduct investor education programs. Among 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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Karishma Gagwani
Senior 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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Prem Khatri
Founder & CEO

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Vartika Pahuja
Senior Graphic Designer

Partners

Title Partner

Thought Leadership Partner

Platinum Partners

Gold Partners

Silver Partner

Technology Partner

Quiz Partner

Stall Partners