In the 10 years since the global financial crisis, regulatory and technological changes have transformed finance worldwide. As global markets become more interconnected, the Indian market has been affected by not only local changes—including the relaxation of FDI policies, demonetization, and mobile banking—but also global reforms. And it’s a two-way street—as a key emerging market, India may become increasingly important to the global markets as investment inflows and economic reform ramp up.

Join our esteemed speakers to discuss and debate.

Translating New Tech and Regulations into Investment Strategies

Are regulatory and technological changes a boon or a curse? How may these changes be influencing Indian investors? How might passive investing help in these changing times?

ETF Lessons From Abroad: What’s Next for India?

How might it be possible to increase liquidity and what would it take to work towards a more-level ETF trading field? How are investors using ETFs to implement trending investment themes, including ESG and smart beta? How could the value-add of active investing evolve over the next 10 years?

What May Lie Ahead for Fixed Income Liquidity and What Role Can ETFs Play? 

How does the global fixed income market compare to its Indian counterpart? How can investors gain more flexibility through fixed income indexing? What makes bond ETFs tick?

Speakers View All >
Anuradha Thakur

DIPAM - Ministry of Finance

View Bio >
Ashu Suyash

CRISIL Limited

View Bio >
Navneet Munot

SBI Mutual Fund

View Bio >
Nilesh Shah

Kotak Mahindra Asset Management Co Ltd.

View Bio >
Andrew Holland

Avendus Capital Public Markets Alternate Strategies LLP

View Bio >
Education Partners
CAIA (Additional)
CFA Institute (Associated)
Location
The Gallery, Four Seasons, Mumbai, 1/136, Dr. E. Moses Road, Worli, Maharashtra 400018 India.

4:30 – 5:00 PM

REGISTRATION & COFFEE

5:10 – 5:20 PM

OPENING REMARKS 

Ashu Suyash, MD & CEO - CRISIL LTD. 

5:20 – 5:40 PM

MONETIZATION OF GOVERNMENT ASSETS: ROLE OF EXCHANGE TRADED FUNDS AND INDICES 

Keynote Speaker: Anuradha Thakur, Joint Secretary - (DIPAM), Ministry of Finance 

5:40 – 6:20 PM

TRANSLATING NEW TECH AND REGULATIONS INTO INVESTMENT STRATEGIES 

Moderator – 

Dharmakirti Joshi, Chief Economist - CRISIL LTD. 

Panelists:

Navneet Munot, CIO - SBI Mutual Fund 

Andrew Holland, CEO - Avendus Capital 

Nilesh Shah, MD - Kotak Mahindra AMC Ltd. 

6:20 – 7:00 PM

ETF LESSONS FROM ABROAD: WHAT’S NEXT FOR INDIA? 

Moderator – 

Vidhu Shekhar, Country Head, India - CFA Institute 

Panelists:

Chintan Haria, Vice President - ICICI Prudential AMC Ltd. 

Vishal Jain, Head – ETF, Reliance Mutual Fund 

John Davies, MD & Global Head - Exchange Traded Products, S&P Dow Jones Indices 

7:00 – 7:40 PM

WHAT MAY LIE AHEAD FOR FIXED INCOME LIQUIDITY AND THE ROLE ETFs CAN PLAY 

Moderator – 

Prasad Koparkar, Head - Structured Finance, CRISIL LTD. 

Panelists: 

Nilesh Shah, MD - Kotak Mahindra AMC Ltd. 

R Sivakumar, Head - Fixed Income - Axis Mutual Fund 

Sashi Krishnan, CEO -  Birla Sun Life Pension Management Ltd. 

7:40 – 7:50 PM

CLOSING REMARKS

Koel Ghosh, India - Business Head - S&P Dow Jones Indices 

8:00 PM Onwards

DINNER RECEPTION

Anuradha Thakur

DIPAM - Ministry of Finance

View Bio >
Ashu Suyash

CRISIL Limited

View Bio >
Navneet Munot

SBI Mutual Fund

View Bio >
Nilesh Shah

Kotak Mahindra Asset Management Co Ltd.

View Bio >
Andrew Holland

Avendus Capital Public Markets Alternate Strategies LLP

View Bio >
Dharmakirti Joshi

CRISIL Limited

View Bio >
Sashi Krishnan

Birla Sun Life Pension Management Ltd.

View Bio >
R Sivakumar

Axis Mutual Fund

View Bio >
John Davies

S&P Dow Jones Indices

View Bio >
Chintan Haria

ICICI Prudential AMC Ltd.

View Bio >
Vishal Jain

Reliance Mutual Fund

View Bio >
Vidhu Shekhar

CFA Institute - India

View Bio >
Prasad Koparkar

CRISIL Limited

View Bio >
Koel Ghosh

Asia Index Pvt. Ltd.

View Bio >
Processing ...