Event Profile

CAIA India and S&P Dow Jones Indices Joint Education and Networking Event - Mumbai - Tuesday, 6th August, 2019

Date(s):
August 6, 2019
Note:
All times listed are in local time
Venue:
Googly Hall - MCA Recreation Centre
RG-2, G-Block, Bandra - Kurla Complex
Bandra (East)
Mumbai, MH 400051 
Fee(s):
Free Event
Description:
CAIA India and S&P Dow Jones Indices Joint Education and Networking Event - Mumbai
Tuesday, August 6th, 2019
 
 
 
You're invited to join CAIA India and S&P Dow Jones Indices at our joint education and networking evening in Mumbai.
 
As India’s investment landscape continues to evolve, join us to keep pace with the latest innovations and learn where passive investing fits into the equation. 
 
Leading practitioners will discuss:
 
• Global Overview of Alternative Investing
• How India’s markets are being impacted by markets around the
world
• What India’s passive investing landscape looks like in 2019
• Using passive investing to go beyond traditional investment
strategies
 
Further, you will be able to meet with CAIAs Director of Examinations - Professor Nelson Lacey - on his return trip to India. Where he will share an update on CAIA's newest programme - Financial Data Professional Institute (FDPI).
 
Opening Remarks: Global Overview of Alternative Investing
Prof. Nelson Lacey, Ph.D., CFA, Director of Examinations, CAIA Association
 
Panel 1: Impact of global markets on Indian markets
Panelists:

Vaibhav Sanghvi, Co-CEO, Avendus Capital Public Markets Alternative Strategies LLP.
Sandesh Kirkire, IMC Pravinchandra Gandhi Chair, Banking & Finance, JBIMS
 
Moderator: Jainendra Shandilya, CAIA, Adjunct Professor, National Institute of Securities Markets, CAIA India Chapter Head
 
What India's passive investing landscape looks like in 2019
Presenter: Koel Ghosh, Head - South Asia, S&P Dow Jones Indices
 
Panel 2: Using passive investing to go beyond traditional investment strategies
Panelists:
Anil Ghelani, CFA, Head - Passive Investments & Products, DSP Investment Managers
Anubhav Srivastava, Partner & Senior Fund Manager, Infinity Alternatives
Sameer Desai, National ETF Lead, Reliance Nippon Life Asset Management
Rajesh Krishnamoorthy, Vice Chairman, iFAST India Holdings
 
Moderator : Koel Ghosh, Head - South Asia, S&P Dow Jones Indices
 
Closing Remarks and Introduction to FDPI
Prof. Nelson Lacey, Ph.D., CFA, Director of Examinations, CAIA Association
 
You may also click here to view the agenda
 
Programme:
5:00pm Registration & Coffee
5:30pm Opening Remarks
5:45pm Panel 1: Impact of global markets on Indian markets
6:30pm India’s Passive Investing Landscape
6:45pm Panel 2: Modern Portfolio construction using ETFs and Alternative Investing
7:45pm Closing Remarks
8:00pm Dinner & Networking
 
Venue
Mumbai Cricket Association Recreation Centre
Boundary Hall
RG-2, G-Block, Bandra - Kurla Complex
Mumbai, MH 400051

Please click here for directions

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Googly Hall - MCA Recreation Centre
Anil Ghelani
Job Title: Head - Passive Investments & Products
Organization: DSP Investment Managers Pvt. Ltd.


Anil Ghelani has been working with DSP Group since 2003 and is currently Head of Passive Investments & Products. Previously, he was the CEO (Business Head) & Chief Investment Officer at DSP BlackRock Pension Fund Managers and prior to that, leading the Risk and Quantitative Analysis team at DSP BlackRock Mutual Fund responsible for monitoring of portfolio risk and buy-side credit research on companies across various sectors. He started his professional life two decades ago in 1998 and earlier in his career, he worked with (1) IL&FS Asset Management Company, (2) S. R. Batliboi a member firm of EY and (3) V. C. Shah & Co. He is currently serving in volunteer capacity as a Director and Vice Chairman of the CFA Society India / Indian Association of Investment Professionals.


Koel Ghosh
Organization: S&P Dow Jones Indices


Koel Ghosh is the Head of Business Development for S&P Dow Jones Indices (S&P DJI) in South Asia. Koel is responsible for business development, sales, and ongoing client relationship management across South Asia. She explores new markets and works with market participants to offer suitable solutions. Prior to joining S&P DJI in 2009, Koel gained wide experience in the asset management and financial industry. She previously served at IL&FS Mutual Fund and UTI Asset Management Company where she gained insights on the asset management industry through her marketing and sales roles. She extended her experience further in the investment management industry in her role at Thomson Reuters. Koel has the additional responsibility of Head of Business Development at Asia Index Pvt. Ltd. (a BSE and S&P DJI venture). Koel is a Chartered Accountant and a member of the Institute of Chartered Accountants of India.


Sandesh Kirkire
Organization: Jamnalal Bajaj Institute of Management Studies


Mr Sandesh Kirkire is an engineer with a Masters in Management Studies from JBIMS. After working for 3 years on the shop floor Mr Sandesh Kirkire pursued his MMS at JBIMS. He has about 25 years of experience in financial services covering a wide gamut of areas of Corporate Finance, Investment Banking , Treasury , Funds Management and General Management. He was the CEO for over 9 years at Kotak Mahindra Asset Management Company managing public money. He has been part of the Kotak Mahindra group for over 20 years with the last 15 years at Kotak Mahindra Asset Management Company first as a Fund Manager and later as its Chief executive Officer. In his career he has received numerous awards and accolades for the Best Fund Manager , Best Fund and the award for Business Leadership. He was the Vice Chairman of the Association of Mutual Funds and was also on the Board of Kotak Mahindra Pension Fund. After about 25 years of experience in financial services Mr Sandesh Kirkire in 2014 became an Angel investor mentoring startups in different sectors of Telecom , Data analytics , E commerce , Healthcare , Agritech and Education. He also started teaching at JBIMS and SP Jain Inst of Management Research. He was appointed as an IMC Pravinchandra Gandhi Chair in Banking & Finance to undertake research , training and teaching at JBIMS in August 2017. He is passionate about financial literacy and has created a program called Samruddhi where students of JBIMS go and teach undergraduate students in the area of financial literacy. He is currently holding the following positions : 1. IMC Pravinchandra Gandhi Chair in Banking & Finance , JBIMS. 2. Member Advisory Board – Ankur Capital Fund (an Impact Investment Fund ) 3. Business Advisor – Vegayan Systems Pvt Ltd ( a graduated company from SINE IIT ). 4. Member Advisory Board – Nimbleheart INC ,( a startup based in California developing wireless medical wearable devices. ) 5. Director Ixsight Technologies Pvt Ltd ( A data Analytics Company ). 6. Director Focus Denmed Pvt Ltd. ( a startup in the ecommerce space). 7. Director Balgyani Educators Pvt Ltd. ( a school competitive exam platform). 8. Advisor Opulent Infotech Pvt Ltd ( an agritech company).


Nelson Lacey
Job Title: Director of Exams
Organization: CAIA Association


Nelson J. Lacey is the Director of Examinations for CAIA, a position he has held since 2004. In this role Professor Lacey directs a team that is responsible for managing the exam process from creation to post-exam analysis. Professor Lacey also directs the CAIA grading sessions (or Grading Jamborees, as they've come to be known), when members of the Association come to Amherst to evaluate Level II candidate essay responses. Professor Lacey has been with the CAIA Association since inception, and, as CAIA’s first Director of Program, he was part of a small team that launched the Association through the creation of CAIA’s curriculum and study guide. Professor Lacey is a professor of finance at the Isenberg School of Management at the University of Massachusetts. He served as the Chairman of the Finance and Operations Management Department from 1994 through 2006. He began his academic career in Amherst in 1985 after having earned his Ph.D. in finance from the Pennsylvania State University. At Penn State he studied corporate finance and fixed income markets, topics that would guide his research over the next twenty five years. He also worked in modeling the state economy and designed a set of leading indicators for Pennsylvania. He earned an MBA from the Arizona State University in 1980 and became a CFA Charterholder in 1999. Professor Lacey's academic work has led to over 50 publications in finance and economics. His work in interest rate risk management and control led to the development of higher order closed form solutions for duration and convexity. His work in corporate finance examined fundamental stock analysis, the insurance liability crisis, FDA decisions on the acceptance and rejection of new drugs, and most recently in sports betting markets. His corporate finance text book is now in its seventh edition. He was part of a consortium of academics that assisted in the establishment of a business school at the Jagiellonian University in Krakow Poland in the early 1990s. He has held visiting teaching positions in places such as Poland, Greece, and Portugal.


Vaibhav Sanghavi
Job Title: Co-CEO
Organization: Avendus Capital Public Markets Alternate Strategies LLP


Vaibhav has 17 years of experience in the Indian markets and at Merrill Lynch was instrumental in building the Proprietary Trading team, managing and advising over US$1 bn of capital. He joined Ambit in October 2008 and was the Managing Director. During his career Vaibhav has successfully outperformed the markets utilizing long/short strategies, which in turn has enabled him to generate positive absolute returns in different market conditions. Vaibhav is currently a Co-CEO of Avendus Capital Public Markets Alternate Strategies LLP.


Jainendra Shandilya
Job Title: Assistant General Manager
Organization: National Institute of Securities Markets (NISM)


Jainendra Shandilya, CFA, CAIA is currently teaching at the National Institute of Securities Market. He specializes in Quantitative Techniques, Economics, Fixed Income, Derivatives and Portfolio Management. Previously, he worked with Indian Securities and Commodities Market Regulator, Securities and Exchange Board of India. During his stint in SEBI, he worked in various departments including Enquiry and Adjudication Department, Special Enforcement Cell, Investigation Department, Communication Department, Office of the Central Public Information Officer. He has published various articles that have been carried out by various newspapers, magazines and journal in India. He has represented SEBI before the Central Information Commission, the highest body for ensuring compliance under the Right to Information Act, 2005. Jainendra has a natural flair for teaching, and, he has been a guest speaker at various national and international seminars on matters related to Finance and Capital Market. He had also been a visiting faculty at various colleges in Mumbai and also at the Bombay Stock Exchange (BSE) Training Institute, Mumbai. He is a CFA charter holder, member of the CFA Institute, USA, a CAIA charter holder and is active volunteer with the local CFA society in Mumbai and also with the CAIA India chapter. He is a first class post graduate in Economics from CCS University, Meerut, India.


Anubhav Srivastava
Job Title: Partner & Senior Fund Manager
Organization: Infinity Alternatives