india investment conference - CFA Institute

7 TH

INDIA INVESTMENT CONFERENCE Searching for Alpha in a Divergent World Friday, 13 January 2017 | Taj Lands End, Mumbai | #IndiaInvConf

SPONSORSHIP OPPORTUNITIES 2017 Conference Website: indiaconf.cfainstitute.org 2016 Conference Highlight Video: http://cfa.is/IIC2017

© 2016 CFA Institute. All rights reserved.

EVENT OVERVIEW What are the largest sources of alpha in different markets and asset classes? Will these change over time, leading to inconsistent performance? The quest and competition for alpha is intense, and many beta strategies are disguised as alpha. How can you distinguish if it’s alpha and not beta, and how do you capture alpha in an increasingly divergent world? Answers to all these questions and more at the 7th India Investment Conference which provides a unique opportunity for delegates to improve their understanding of key issues that will drive investment decision making in the coming months. Hosted jointly by CFA Institute and CFA Society India, the conference is a must-attend event for investment professionals. In 2016, nearly 500 professionals including chief investment officers, strategists, portfolio managers, chartered financial analysts, private bankers, investment banking analysts, brokers, risk managers, consultants, research analysts, financial advisers, and wealth managers came to hear Dr. Ashvin B. Chhabra of Euclidean Capital; Dr. Aswath Damodaran of the Stern School of Business; Robert P. Browne, CFA, of Northern Trust; John Kay, FSIP, of the London School of Economics; and Manoj Pradhan, of Morgan Stanley.

CONTACTS To secure any of these opportunities and gain access to investment professionals attending the India Investment Conference, please contact: ANDY JENKINS Global Sponsorship & Advertising Manager, CFA Institute +1 (434) 951-5594 [email protected]

ALICIA CHAN APAC Sponsorship & Advertising Manager, CFA Institute +852 9858 8670 [email protected]

ARATI PORWAL Director, Society Relations, India [email protected]

ANIL GHELANI, CFA Director, IAIP [email protected]

JAYESH GANDHI, CFA President, IAIP [email protected]

About CFA Institute CFA Institute is the global community of 135,000 investment management professionals working to build an investment industry in which investors’ interests come first, financial markets function at their best, and economies grow. We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals who are ethically centered and professionally trained. In short, we are here to lead, support, and connect all who want to create a better investment profession. We offer a world-class suite of educational offerings to employers, students, working professionals, regulators, and journalists who are shaping the future of finance. Through our formal educational programs, professional development courses, and global network of university partners, we aim to deepen financial expertise for the benefit of investors worldwide.

Top employers of CFA Institute members globally: Bank of America Merrill Lynch · BlackRock · Citigroup · Credit Suisse · HSBC · JPMorgan Chase · Morgan Stanley · Royal Bank of Canada · UBS · Wells Fargo

About CFA Society India* The CFA Society India (Indian Association of Investment Professionals), established in April 2005, is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. As one of the over 140 CFA Institute member societies, the CFA Society India connects local members to a global network of investment professionals. The key objectives of CFA Society India are to promote ethical and professional standards within the investment industry in India and to facilitate the exchange of information and opinions among people within the local investment community and beyond. CFA Society India also works to further the public’s understanding of the CFA® designation and the investment industry. * CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

Top employers of CFA charterholders in Mumbai: Ambit Group · Credit Suisse · CRISIL Limited · Deutsche Bank · Franklin Templeton Investments · Goldman Sachs · HSBC · ICICI Group · JP Morgan Chase · MSCI Barra

AGENDA 08:30–09:00

Registration

09:00–09:15

Conference Opening and Welcome

09:15–10:15

Message on behalf of CFA Society India

Message on behalf of CFA Institute

Jayesh Gandhi, CFA

Nick Pollard

President CFA Society India

Managing Director, Asia Pacific CFA Institute

Generating Alpha by Exploiting Market Anomalies Peter Berezin Chief Strategist BCA Research

10:15–11:00

Master Class on Behavioral Finance: Core Principles and Practical Applications Christopher J. Malloy Sylvan C. Coleman Chaired Professor of Financial Management, Harvard Business School Faculty Research Fellow, National Bureau of Economic Research

11:00–11:30

Networking Coffee Break

11:30–12:15

Master Class on Behavioral Finance: Core Principles and Practical Applications (Continued) Christopher J. Malloy Sylvan C. Coleman Chaired Professor of Financial Management, Harvard Business School Faculty Research Fellow, National Bureau of Economic Research

12:15–13:00

Plenary Session

13:00–14:30

Networking Lunch

14:30–15:30

The Future of Advice Jonathan B. Stein, CFA Chief Executive Officer and Founder Betterment

15:30–16:30

China’s Economic Challenges for the Next Decade Andy Xie Independent Economist

16:30–17:00

Networking Coffee Break

17:00–17:45

Executive Panel: Asia Growth Outlook and Asset Allocation

17:45–17:55

Aaron Low, CFA

Sunil Singhania, CFA

Andy Xie

Charles J. Yang, CFA

Principal Lumen Advisors

Chief Investment Officer, Equity Investments Reliance Nippon Life Asset Management Ltd.

Independent Economist

Managing Director Tokio Marine Asset Management

Closing Remarks Vidhu Shekhar, CFA Country Head, India CFA Institute

17:55

Conference Ends

* Please note that topics and speakers are subject to change without prior notice.

To secure any of these opportunities and gain access to investment professionals attending the India Investment Conference, please contact:


ANDY JENKINS Global Sponsorship & Advertising Manager, CFA Institute +1 (434) 951-5594 [email protected]




SPEAKERS

Peter Berezin Chief Strategist BCA Research

Jayesh Gandhi, CFA Senior Portfolio Manager Birla Sun Life Asset Management Company

Aaron Low, CFA Principal Lumen Advisor

Christopher J. Malloy Sylvan C. Coleman Chaired Professor of Financial Management, Harvard Business School Faculty Research Fellow, National Bureau of Economic Research

Nick Pollard Managing Director, Asia Pacific CFA Institute

Sunil Singhania, CFA Chief Investment Officer— Equity Investments Reliance Nippon Life Asset Management Ltd.

Jonathan B. Stein, CFA Chief Executive Officer and Founder Betterment

Andy Xie Independent Economist

Charles J. Yang, CFA Managing Director Tokio Marine Asset Management

* Visit https://indiaconf.cfainstitute.org for complete speaker profiles. Please note that speakers are subject to change without prior notice.

DISTINGUISHED SPEAKERS IN PAST CONFERENCES

Robert P. Browne, CFA Executive VP and Chief Investment Officer Northern Trust

Ashvin B. Chhabra President Euclidean Capital

Aswath Damodaran Professor of Finance Leonard N. Stern School of Business New York University

John Kay, FSIP Visiting Professor of Economics London School of Economics and Political Science

Dr. Vikram Kuriyan, CFA Director Centre for Investment, Indian School of Business

Dr. Vikram Mansharamani Global Equity Investor; Lecturer Yale University

Russell Napier Independent Strategist and Co-Founder Electronic Research Interchange (ERIC)

Roger Urwin Global Head of Investment Content Towers Watson

Arvind Panagariya Professor of Economics Jagdish Bhagwati Professor of Indian Political Economy, Columbia University (currently, Vice Chairman, NITI Aayog)

Manoj Pradhan Global Economist Morgan Stanley

To secure any of these opportunities and gain access to investment professionals attending the India Investment Conference, please contact:


ANDY JENKINS Global Sponsorship & Advertising Manager, CFA Institute +1 (434) 951-5594 [email protected]




CONFERENCE DELEGATES Investment professionals attend the India Investment Conference to network with peers; attend educational sessions led by respected industry experts; and learn about new resources, products, and services that are available to assist their performance in their profession. Our conference delegates are chief investment officers, strategists, portfolio managers, chartered financial analysts, private bankers, investment banking analysts, brokers, risk managers, consultants, research analysts, financial advisers, and wealth managers who have worked in the investment industry (mostly equity securities) for more than 20 years. Firms represented include wealth managers, financial advisers, family offices, trust companies, and others involved in the management of private wealth.

The demographic profile reflects data from the 6th India Investment Conference in Mumbai, India.

400+

Delegate Attendance

Delegate Occupation Research Analyst (28%) Chief-level Executive (13%) Portfolio Manager (12%) Financial Adviser (10%) Investment Banking Analyst (6%) Strategist (6%) Consultant (4%) Other (21%)

CFA Institute Membership Status Member (58%)

Non-member (42%)

Primary Investment Practice

Employer AUM (US$) >US$250 billion US$50 billion–US$250 billion US$20 billion–US$50 billion US$5 billion–US$20 billion US$1 billion–US$5 billion US$250 million–US$1 billion