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Cafemutual
Confluence 2024

Prem Khatri
Founder & CEO
Cafemutual

Friends,

The dream run of the MF industry continues – markets are booming, the regulator is in a benign mood, inflows are robust. There has never been a better time than this to be in the MF industry, whether as a distributor or manufacturer.

What can be done to accelerate the growth further during the good times and hold its own during the bad times?

In this context, I am excited to share with you that we have chosen ‘Smart Moves for Tomorrow’s Success’ as the theme for the 13th edition of our thought leadership event, Cafemutual Confluence 2024

You can expect a whole host of experts to come on this forum so that you can get visionary insights into the future of the industry, focusing on growth opportunities and strategic shifts.

Summing up, we are gathering all stakeholders – distributors, manufacturers, regulators and others in the ecosystem to have an engaging and insightful discussion so that we all make the smart moves for tomorrow’s success!

See you then on October 18 at Taj Santacruz, Mumbai!

What is Cafemutual Confluence 2024?

  • Cafemutual Confluence is our flagship thought-leadership event that is held annually for people involved in the mutual fund business.
  • Each year, Cafemutual Confluence attracts over 450 attendees from across the country.
  • Our lineup of speakers will share a strategic view of what is going to shape the future of the MF distribution business.
  • The 13th edition of Cafemutual Confluence will be held on October 18, 2024 at Taj Santacruz, Mumbai.

How will Cafemutual Confluence 2024 be promoted?

  • Extensive editorial coverage through articles and video interviews (pre and post event)
  • Use of social media, banners and mailers to promote the event to our database of 2.05 lakh + MF professionals
  • Affiliations with leading MFD associations – get members to attend the event

Who attends Cafemutual Confluence?

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

Why should you sponsor Cafemutual Confluence 2024?

  • Emerge as a thought leader; share ideas and insights on trends shaping the MF industry
  • Enhance your visibility through banners, mailers, articles and various other extensive promotional activities lined up to promote the event
  • With the right mix of audience – influential MFDs, NDs, bankers, fintechs and people involved in the ecosystem, this is your opportunity to stay on top of the mind to the people who matter to you the most!

Tentative Agenda

Time Topic Speaker
09:00 am - 09:15 am Welcome Address Prem Khatri, Founder & CEO, Cafemutual
9:20 am - 9:35 am Market kya lagta hai? Sailesh Raj Bhan, CIO - Equity Investments, Nippon India MF
9:40 am - 10:10 am Thematic investing - Asset gathering or real wealth creation Gaurav Kochar, Fund Manager - Equity, Mirae Asset Investment Managers (India) Pvt. Ltd.
Siddhant Chhabria, Research Analyst & Fund Manager, Mirae Asset Investment Managers (India) Pvt. Ltd.
Vrijesh Kasera, Fund Manager - Equity, Mirae Asset Investment Managers (India) Pvt. Ltd.
Moderated by Nishant Patnaik, Associate Editor, Cafemutual
10:15 am - 10:55 am CEO Discussion - The Road Ahead for the Indian Mutual Fund Industry Kailash Kulkarni, CEO, HSBC MF
Mohit Bhatia, CEO, BOI MF
Navneet Munot, MD & CEO, HDFC MF
Swarup Mohanty, CEO, Mirae Asset MF
Moderated by Prem Khatri, Founder & CEO, Cafemutual
10:55 am - 11:15 am Coffee Break
Quiz
11:15 am - 11:30 am Next wave of tech advancements impacting asset management Senthil G, CFA, CAIA, Chief Business Development Officer, KFintech
11:35 am - 12:15 pm The Future of Distribution: Direct vs. Intermediated Amit Arora, Co-Head – Retail Sales, Bandhan MF
Nikhil Kothari, Director, Etica Wealth
Neelesh Verma, Product Head & AVP - Mutual Funds & NPS, Zerodha
Vishal Dhawan, Co-Founder, Plan Ahead Wealth Advisors
Moderated by Nishant Patnaik, Associate Editor, Cafemutual
12:20 pm - 1:00 pm New Asset Class- Opportunities & challenges Akhil Chaturvedi - Director & CBO, MOAMC
Gaurab Parija, Head – Sales and Marketing, Bandhan AMC
Ruchi Pandey, CEO, Old Bridge MF
Saugata Chatterjee, CBO -Sales & Distribution, Nippon India MF
Moderated by Hemant Rustagi – CEO, Wiseinvest Pvt Ltd.
1:00 pm - 2:00 pm Lunch
2:00 pm - 2:40 pm Technological disruption in Distribution Amit Basu, Founder, Director & CEO, Symphonia
Girish Ajgaonkar, COO, Happyness Factory
Shirish Patel, CEO, Prudent Corporate Advisory Services
Moderated by Ravi Kiran Monigari, MFD
2:45 pm - 3:20 pm The Big-League Awards
3:20 pm - 3:40 pm Coffee break
3:40 pm - 4:10 pm The Wealth Health Cycle Prashant Desai, Author & Longevity Biohacker
4:15 pm - 5:00 pm Regulatory Landscape and Future Directions Dhirendra Kumar, CEO, Value Research
D P Singh, Deputy MD & Joint CEO, SBI MF
Monika Halan, Writer & Author
Venkat N Chalasani, Chief Executive, AMFI
Moderated by Prem Khatri, Founder & CEO, Cafemutual
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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

Registration Fee

Category Registration fee
MFD/RIA ₹5,999
Others
(Employees, Bankers, wealth managers, National distributors, Fintechs and Media) 		₹6,999

*Exclusive of taxes
Once you register, you will receive an auto-generated confirmation mail.
This pass entitles you to consumption of content delivered by the speakers at the day long event, and refreshments served during the networking breaks.
Should you face any difficulty while registering, please call Fouzia on +91-99300 77117.

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 distribution & 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 four 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 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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Nishant Patnaik
Associate Editor

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Poonam Sawant
Senior manager-Business development

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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

Partners

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Gold Partners

Silver Partners

Technology Partner

Stall Partners