3rd India Wealth Management Conference 2018 | CFA Institute | 31 August 2018 | The Leela Mumbai, Andheri Kurla Road, Sahar, Andheri East, Mumbai, Maharashtra 400059, India

Robust and wide spread economic growth has enhanced the importance of wealth management in India. Yet from asset allocation and manager selection to behavioural coaching and succession planning, the need for understanding best practices and frameworks that work has never been higher. CFA Institute, through its diverse worldwide membership is uniquely positioned to bring together global experts to share their insights. CFA Society India, in collaboration with CFA Institute, is hosting the third edition of a full day wealth management conference on August 31st at the Leela in Andheri, Mumbai. This is an unique opportunity for industry stakeholders to debate, discuss and learn from leaders.

2018 Speakers:

Ashish Gumashta
Chief Executive Officer of Julius Baer Wealth Advisors (India) Private Limited

Andrew Holland
Chief Executive Officer of Avendus Capital Public Markets Alternate Strategies LLP

Benaifer Malandkar
Chief Investment Officer of RAAY Global Investments, the family office of the Amit Patni Group of Patni Computers

Bharat Shah
Executive Director, ASK Group

Girish Agarwaal
Promoter Director of DB Corp Ltd

Jayesh Gandhi
CFA, is President of CFA Society India

Kalpen Parekh
President of DSP BlackRock Investment Managers Pvt. Ltd

Karan Bhagat
Founder, Managing Director, and Chief Executive Officer of IIFL Investment Managers (formerly known as IIFL Wealth & Asset Management

Meir Statman
Glenn Klimek Professor of Finance at Santa Clara University

Navneet Munot
Chief Investment Officer at SBI Funds Management Private Limited and director of SBI Funds (International) Private Limited

Nick Pollard
Managing Director for Asia Pacific

Nitin Vyakaranam
Founder & CEO of ArthaYantra

Rajendra Kalur
Founder, Director, and CEO of TrustPlutus Wealth Managers (India) Private Limited and TrustPlutus Family Office & Investment Advisers (India) Private Limited

Rajeev Thakkar
Chief Investment Officer and director of PPFAS Mutual Fund

Rashesh Shah
Chairman and Chief Executive Officer of Edelweiss group

Sanjiv Singhal
Founder and Chief Operating Officer of Scripbox

Shiv Gupta
Founder and Chief Executive Officer of Sanctum Wealth Management

Srikanth Meenakshi
Founder & Chief Operating Officer at FundsIndia

Sunil Singhania
Founder of Abakus Asset Management, LLP

William Poole
Senior Advisor to Merk Investments

Xu Sitao
Chief Economist and Partner, Deloitte China