FINANCIAL TALENT

SUMMIT, DELHISaturday, 10 March 2018

Holiday Inn, Aerocity

#CFAcareers

The Indian economy is expected to grow at a high single digit growth rate for the next few years. The financial services industry in

India is expected to witness phenomenal opportunities with decoupling of Indian markets, growing digitization and formalization of economy, introduction of fair value related provisions and new rules for valuations and shift towards knowledge-oriented tasks in the outsourcing industry.

What implications and opportunities does this bring to the domestic market? How should CFA® charterholders and candidates prepare

themselves for the fast-moving business environment and enhance their career competencies? How can corporations build competitive

advantage through employer branding, talent acquisition, and retention strategies?

The Financial Talent Summit, hosted by CFA Society India, in collaboration with CFA Institute, will answer these questions and more by

bringing together senior industry professionals and recruitment consultants to provide a comprehensive perspective on careers in the

financial sector.

Manu Dangi, Vice President, Financial Services, Evalueserve

Nilanjan Das, CFA, Deputy Head, Asset Management & ServicesWealth Management Center, Mumbai, Deutsche Bank

Uday Dhoot, CFA, Founder, Oyepaisa.com Anil Ghelani, CFA, Sr. Vice President, DSP BlackRock

Pramod Gubbi, CFA, Head, Equities, AMBIT Nikhil Jaiswal, Director, Michael Page India

Himanshu Kohli, Co-Founder, Client Associates Jatin Khemani, CFA, Founder & CEO at Stalwart Advisors

Saket Jain, Managing Partner, Vito India Advisors Navneet Munot, CFA, CIO, SBI Mutual Fund

Vineet Jain, Knowledge Leader, Global Delivery Services, EY

SPEAKERS

OVERVIEW

© 2018 CFA Institute. All rights reserved.

This event is qualified for 4.5 CE credit hours for CFA Society India members.

The Global Passport Program allows members of participating CFA societies to attend each other's society events at the local member price.

cfasociety.org/india | secretary@ india.cfasociety.org

Sampath Reddy, CFA, CIO, Bajaj Allianz Life Insurance

CFA SocietyIndia

HOW PREPARED ARE YOU?What career planning tactics can put you ahead of the pack?

What skills do employers want when hiring for investment management roles?

Are your skills on par with your international peers?

What competitive opportunities and challenges do you face?

How can the CFA designation and CFA Institute career tools help you get ahead in your career?

WHY ATTEND?It's the first such event in North India focused on #CFAcareers andexclusively for CFA charterholders and CFA® Program candidates.

Be there for the launch of the new CFA Society India Career Center exclusively for CFA charterholders and CFA® Program candidates.

Hear industry experts from three key sectors of the investment management industry talk about career opportunities.

Meet and greet senior industry professionals one on one or in small groups.

Hear senior recruitment consultants share their expertise on career development and job search techniques.

EVENT DETAILS

DATE: Saturday, 10 March 2018

TIME: 10:00 a.m. – 5:00 p.m.

VENUE: Holiday Inn, Aerocity, Delhi

CFA SocietyIndia

Registration fees (INCLUSIVE of all taxes):CFA Society India members: FreeCFA® Program candidates and Level 3 pass outs: INR1,000 Others: INR2,500

Register here: https://in.explara.com/e/fts10thmarch2018

TIME SESSIONS AND SPEAKERS

10:00–10:40 REGISTRATION

13:30–14:15 NETWORKING LUNCH

10:40–11:00 CONFERENCE OPENING AND WELCOME

Jitendra Chawla, CFAVice President Deutsche Bank

11:00–11:30 CFA INSTITUTE CAREER SERVICES AND TOOLS

14:15–15:00 MEET AND GREET WITH INDUSTRY EXPERTS

11:30–12:30 CAREER IN PUBLIC MARKETS RESEARCH

Pramod Gubbi, CFAManaging Director and Head of EquitiesAmbit Capital

Sampath Reddy, CFAChief Investment Officer Bajaj Allianz Life Insurance Company Limited

12:30–13:30 CAREER IN GLOBAL FINANCIAL INSTITUTIONS

Manu DangiVP, Financial Services Evalueserve

Vineet JainKnowledge Leader, Global Delivery ServicesEY

Aviral Jain, CFA ModeratorDirectorDuff & Phelps

15:00–16:00 CAREER IN WEALTH MANAGEMENT AND ADVISORY

Uday Dhoot, CFAFounderOyepaisa.com

Jatin Khemani, CFAFounder & CEOStalwart Advisors

Jitendra Chawla, CFA ModeratorVice President Deutsche Bank

16:15–17:00 BUILDING A CAREER IN FINANCIAL SERVICES

Saket JainManaging PartnerVito India Advisors

17:00–17:15 VOTE OF THANKS AND CONFERENCE CLOSE

AGENDA

Vidhu Shekhar, CFACountry Head, IndiaCFA Institute

16:00–16:15 NETWORKING COFFEE BREAK

Nilanjan Das, CFAHead, Wealth Management Centre Mumbai Deutsche Bank

Nikhil JaiswalDirectorMichael Page India

Anil Ghelani, CFASenior Vice PresidentDSP BlackRock

Himanshu KohliCo-FounderClient Associates

Navneet Munot, CFA Chief Investment OfficerSBI Mutual Fund

Amit Khurana, CFA ModeratorHead of Equities and ResearchDolat Capital Market Private Ltd

SPEAKERS PRAMOD GUBBI, CFAManaging Director and Head of EquitiesAmbit Capital

Pramod Gubbi, CFA, has over 15 years of experience across diverse sectors and markets. Currently, he leads the Institutional Equities business at Ambit Capital. Previously, Mr. Gubbi has worked with Execution Noble, Clear Capital, HCL Technologies, and Phillips. A CFA® charterholder, he is an MBA from the Indian Institute of Management Ahmedabad, and has a bachelor’s degree in electronics engineering from the National Institute of Technology, Karnataka.

NAVNEET MUNOT, CFAChief Investment OfficerSBI Mutual Fund

Navneet Munot, CFA, is chief investment officer at SBI Funds Management, where he is responsible for overseeing investments worth over USD30 billion across various asset classes in mutual funds and segregated accounts. In his previous assignment, he was the executive director and head of multi-strategy boutique at Morgan Stanley Investment Management. He is on the board of CFA Society India and cochair of the capital markets committee of the Indian Merchants’ Chamber. Mr. Munot is a postgraduate in accountancy and business statistics, holds the Chartered Accountant and Financial Risk Manager designations, and is a CAIA charterholder.

SAMPATH REDDY, CFAChief Investment Officer Bajaj Allianz Life Insurance Company Limited

Sampath Reddy, CFA, is chief investment officer at Bajaj Allianz Life Insurance, where he manages the firm’s funds and is responsible for the overall investment performance of the company. Previously, he served as a fund manager at Principal Mutual Fund and at a hedge fund. Mr. Reddy has also worked as an equity research analyst at HSBC Securities and ABN Amro Asia Equities. He has a bachelor’s degree in mechanical engineering and a master’s degree in business management.

AMIT KHURANA, CFAHead of Equities and ResearchDolat Capital Market Private Ltd

Amit Khurana, CFA, is head of equities and research at Dolat Capital Market Private Ltd. Previously, he worked on the buy side with IL&FS (Infrastructure Leasing & Financial Services Limited) and PNB MF and on the sell side with Collins Stewart UK and Birla Sun Life. Mr. Khurana’s focus areas include research and idea development and sales efforts to domestic and FII clients, and he is actively involved in developing corporate and non-corporate relationships. Additionally, he serves on the board of directors for CFA Society India. Mr. Khurana holds an MBE from the University of Delhi.

MANU DANGIVP, Financial Services Evalueserve

Manu Dangi is Vice President, Financial Services at Evalueserve India and chairs the global Innovation Council, which drives Evalueserve’s digital innovation efforts. Ms. Dangi is also the vice president of the company’s financial services division. Previously, she worked with Credit Analysis and Research Limited, a leading Indian rating agency. She has a postgraduate degree in management with a specialisation in finance from the International Management Institute (IMI), New Delhi.

NILANJAN DAS, CFAHead, Wealth Management Centre Mumbai Deutsche Bank

Nilanjan Das, CFA, is head of Deutsche Bank’s Wealth Management Centre in Mumbai. He has over 20 years of experience in investment management, equities, credit, and quant products, in Indian and global markets. Previously, Mr. Das served as head of Private Banking Investment Strategy and the Research Centre at Credit Suisse and as co-head of J.P. Morgan’s Global Research Centre. He has also worked at ICICI Bank, where he set up a global proprietary investment book and was also a corporate banker, and at ICRA, where he served as a credit rating analyst. Mr. Das is a volunteer with CFA Scoiety India for its Advocacy and Research Challenge activities. He holds a bachelor’s degree from the Indian Institute of Technology Kharagpur, a postgraduate diploma in management from the Indian Institute of Management Bangalore, and is a financial risk manager (FRM).

VINEET JAINKnowledge Leader, Global Delivery ServicesEY

Vineet Jain is a knowledge leader for Global Delivery Services at EY and brings more than 25 years of experience across consulting, investment banking, knowledge process outsourcing (KPO) operations, business and financial research, and strategy. Mr. Jain has a bachelor’s degree in technology from the Indian Institute of Technology Delhi.

NIKHIL JAISWALDirectorMichael Page India

Nikhil Jaiswal is a director with the Page Group based out of the National Capital Region (NCR) and was part of the Michael Page India business launch team in January 2011. At Michael Page, Mr. Jaiswal focuses on executive assignments across India for financial services, consulting firms and other industry clients. Previously, he worked in corporate banking and commodities trading for four years. Mr. Jaiswal is an electrical engineer and an MBA in finance from the Management Development Institute, Gurgaon, and EDHEC Business School, France.

AVIRAL JAIN, CFADirectorDuff & Phelps

Aviral Jain, CFA, is a director at Duff & Phelps, which he joined in 2015 through the firm’s acquisition of American Appraisal. He is a financial advisory professional with more than 12 years of experience in valuation and corporate finance. Mr. Jain’s experience includes valuation of business enterprises, intangible assets including intellectual property, and financial instruments. He earned a degree in commerce from the University of Delhi and an MBA from the Faculty of Management Studies, University of Delhi. He holds the Chartered Financial Analyst® designation, is a member of CFA Society India, a member of the London headquartered Royal Institution of Chartered Surveyors (RICS), and holds the Financial Industry Regulatory Authority (FINRA) Foreign Affiliate certification.

UDAY DHOOT, CFAFounderOyepaisa.com

Uday Dhoot has almost 15 years of experience in the field of wealth management and investment advisory. After building a robo advisory platform, his firm, which is a Securities and Exchange Board of India (SEBI) registered investment advisor, is moving into multi-family office practice. Previously, he worked with International Money Matters Pvt. Ltd., and founded IntyGritty Financial Solution that is currently serving investors in North East India. Mr. Dhoot is the founding executive member of the Council of Financial Planners India, a local community of certified financial planners (CFPs) in Bengaluru. A CFA® charterholder, he is an active volunteer with CFA Society India. Mr. Dhoot has a bachelor’s degree in business management from the University of Bangalore, is a rank holder, a CFP, and was the first from India to hold the Certificate in Investment Performance Measurement (CIPM) from CFA Institute.

ANIL GHELANI, CFASenior Vice PresidentDSP BlackRock

Anil Ghelani, CFA, is senior vice president at DSP BlackRock, where he is responsible for products and passive investments. Previously, he served as the business head and chief investment officer at DSP BlackRock Pension Fund Managers and, prior to that, led the risk and quantitative analysis team at DSP BlackRock Mutual Fund, where he was responsible for monitoring portfolio risk and buy-side credit research on companies across various sectors. He serves in a volunteer capacity as a director of CFA Society India.

JATIN KHEMANI, CFAFounder & CEOStalwart Advisors

Jatin Khemani, CFA, is the founder and CEO of Stalwart Advisors, a Delhi-based SEBI registered investment advisor. Mr. Khemani has seven years of experience in equity research and portfolio management. On weekends, he teaches finance to MBA students. He is a volunteer with The Art of Living since 2006 and leads state-level fund-raising campaigns. Mr. Khemani, is a CFA® charterholder and holds an MBA in finance from Christ University, Bangalore.

HIMANSHU KOHLICo-FounderClient Associates

Himanshu Kohli is the co-founder of Client Associates. He has over two decades of experience in the areas of investment and private banking. Previously, he worked with Deutsche Bank Private Banking, DSP Merrill Lynch, and London Forfaiting Group. An alumnus of Shri Ram College of Commerce (SRCC), he has a bachelor’s degree in commerce (Honours) and a master’s degree in finance and control (MFC) from the University of Delhi. In 2008, he has honored with the ‘Distinguished Alumnus Award’ from the Department of Financial Studies, New Delhi.

JITENDRA CHAWLA, CFAVice President Deutsche Bank

Jitendra Chawla, CFA, is vice president at Deutsche Bank Private Wealth Management and is responsible for its investment advisory business in North India. Previously, he worked in organisations such as Kotak Bank, Citigroup, ABN AMRO Bank, and Standard Chartered Bank. He holds a B.Com. (Honours) from the University of Delhi and a postgraduate diploma in business management from the FORE School of Management. Mr. Chawla is a CFA® charterholder and serves as a director on the board of CFA Society India.

SAKET JAINManaging PartnerVito India Advisors

Saket Jain is a founding partner of Vito India and has placed several people in the financial services industry and worked with many more to help them develop their careers. He has worked in the financial services industry for almost 15 years. He started as a tax and advisory consultant with EY and BMR Advisors and then moved to investment banking with Morgan Stanley. Mr. Jain holds a bachelor’s degree in commerce from Mumbai’s R.A. Podar College of Commerce and economics and is an all-India rank holder chartered accountant.

© 2018 CFA Institute. All rights reserved.