Dear Partner,
Despite the pandemic, the last 21 months have seen a dream run for the mutual fund industry. The stock markets have seen a sharp upwards trajectory; money has poured in like never before. And the future looks even more promising with great expectations from the Indian economy on one hand and a confluence of favorable circumstances for the Indian mutual fund industry.
We are clearly on the cusp of ‘A Whole New World’ where boundless opportunities exist. What is required is a response that converts these opportunities into growth,
In this context, Cafemutual Ideas Fest 2022 will see a lineup of some of the best minds in the business from India and overseas to share fresh ideas and deep insights.
As with any Cafemutual event, be prepared for something unique - in an industry first, it will be a ‘phygital’ event.
Remember the date - February 24, 2022!
See you then!
Warm regards
Prem Khatri
Founder & CEO
Cafemutual
With this event, we aim to empower you with insights and practices that will help you leverage the existing and emerging opportunities.
At Cafemutual Ideas Fest 2022, our best of the best speakers will help you get a clear picture on the emerging trends and direction of the distribution business and prepare you for ‘A Whole New World’!
This is your chance to meet and greet industry experts and peers from across the country at industry’s first ever in-person event since lockdown.
Needless to say, all COVID-19 protocols will be followed for the safety of all our attendees.
Cafemutual Ideas Fest 2022 is a ‘must attend’ event for MFDs & RIAs interested in positioning themselves for a golden tomorrow. 1000+ attendees (physical + digital) will benefit from knowledgeable insights and practical ideas from 20+ speakers.
Topics/ speaker may change without prior notice.
| Time | Name | Topics |
|---|---|---|
| 9:00-9:05 | Prem's welcome note | |
| 9:05-9:25 | Carl Richards, Author, Behavior Gap and P.L.Natarajan Iyer, CEO, Happynessfactory | Emerging trends in wealth management in India |
| 9:30-9:45 | PV Subramanyam, Author, Subramoney | Practical tips to practice asset allocation |
| 9:50- 10:05 | Ravi Gopalakrishnan, CIO-Equity, Sundaram MF | Medium term outlook on equity markets |
| 10:10-10:25 | Prateek Pant, CBO, Whiteoak Capital Management | Creative destruction in India |
| 10:30-10:45 | D.P.Singh, CBO, SBI MF | 10 simple things to engage with clients |
| 10:50-11:05 | A.K.Narayan, Mentor, Author & Investor | Practical tips on succession planning for MFDs |
| 11:05-11:30 | BREAK | |
| 11:35- 11:55 | Hemant Talekar, Suda Bhanu Prasad. Moderated by Nishant Patnaik | Umeed bani Udaan |
| 12:00-12:15 | Vinay Paharia, CIO, Union MF | Are active funds still relevant in India? |
| 12:20-12:35 | Ajit Narasimhan, CMO, Sundaram MF | Finding your value proposition |
| 12:40-12:55 | Vinod Bhat, Portfolio manager & equity strategist, ABSL MF | Equity investing in an era of high valuation |
| 12:55-1:55 | LUNCH | |
| 1:55-2:25 | Sanjeevani MFD Awards ceremony | |
| 2:30-2:45 | Nilesh Shah, MD, Kotak MF | The future of distribution business |
| 2:50-3:05 | Navin Agarwal, MD & CEO, Motilal Oswal MF | Power of frameworks in investing |
| 3:10-3:30 | Niro Sivanathan, Associate Professor, Organisational Behavior, London Business School | Counterintuitive ways to persuasion |
| 3:35-3:50 | Shridatta Bhandwaldar, Head-Equities, Canara Robeco | An insightful perspective on equity markets |
| 3:50-4:15 | BREAK | |
| 4:15-4:30 | Vishal Dhawan, Founder & CEO, Plan Ahead Wealth Advisors | Innovation in client service |
| 4:35-4:50 | Prem Khatri, Founder & CEO, Cafemutual | How to deal with the post covid investor? |
Unable to attend the physical event? Register now and we will share the recorded videos with you post the event.
Executive Chairman and Co-CIO, Fisher Investments
Author of 'The Psychology of Money
Behavioural Scientist, Brinker Capital, USA
Wealth by Design, USA
Ey
EY Partner, Global Advisory Leader - Wealth and Asset Management
India Quotient
Publicis Worldwide
Prudential International Investments Advisors, USA
CEO, Landor
Internationally renowned business coach & CEO, Elevating Your Business
Union Minister
President, Lipper Advisory Services
India Infoline Ltd
Professor, University of Texus, Austin
noted journalist
netCORE Solutions
Edelweiss Group
CFA Institute, USA
CGE, Principal Global
Robeco
Future Brands
Noted economics journalist
CEO, JWT South Asia
Cafemutual is a business built around distributors and mutual fund professionals. So whether you are an individual advisor or a hot-shot private banker with a big bank or a CEO of an AMC or a back office person, we have something for you. Our focus is on the people engaged in the entire chain of mutual funds – from manufacturing to distribution
What services does Cafemutual provide?
Cafemutual Ideas Fest 2022 will be conducted physically at Taj Lands End, Mumbai on February 24, 2022
for a select no. of attendees and the same shall be streamed live on our virtual platform.
So, if you are not willing to travel, you can still register for the Cafemutual Ideas Fest 2022 and
attend the event online.
All speaker videos will be shared with only the registered participants post event.
Registration will close on 22nd at 6 pm. No registration will be allowed after that.
| Entry Fee Per Person | |
|---|---|
| One Person | 1250 |
| 3 Or More Person | 1000 |
Now you can register for Cafemutual Ideas Fest 2022 in 3 easy steps:
Once you make the payment, please share the screenshot and payment reference number with Fouzia at fouzia@cafemutual.com. Upon receiving these details, we will confirm your registration and send the delegate pass.
Step 1: Through NEFT:
Please find the NEFT details for the payment:
Cafemutual Events Pvt Ltd.
HDFC Bank A/c No : 50200012088631
IFSC Code : HDFC0000016
Account Type : Current Account
Bank Branch Add : Landmark Building, Pali Naka, Pali Hill, Bandra (W), Mumbai- 400050.
Step 2: Through QR code:
Step 3: Via cheque:
In favour of “Cafemutual Events Pvt Ltd.” and courier it to:
Dipti Parab: Cafemutual, 202, Silver Pearl, Waterfield Road, Bandra West, Mumbai-400050
Association members can get in touch with Fouzia at +91-99300-77117 for more details on registrations.
