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The Investment Landscape in 2022 is Multi-Product & Global

The Indian retail investment market has evolved at a scorching pace in the last 2 years. While investor participation in mutual funds and stock markets continued to make headlines, their appetite for alternative, more specialised investment products is slowly, but surely, shifting the advisory landscape in India.

Global investments had another marquee year, growing at over 166% last year. PMS & AIF strategies became deeply entrenched in retail territory, and non-EPFO AUM is slated to grow 6X over the next decade. Products like Corporate FDs and model-portfolio based ETF and stock baskets are the emerging preferences of a more informed retail investor.

In the coming year, advisers and distributors will be called on to deliver guidance on asset allocation and disciplined investing amidst this profusion of product strategies and capital market euphoria. In the two days of IGAP 2022, we bring together the best minds across mutual funds, ETFs, PMS & AIFs, and global investing to help you do just that.

Highlights

15+ Powerful Sessions

Get focused insights on India market on Day 1 & global markets on Day 2

Expert Multi-product Panel

National & international experts on MFs, ETFs, PMS & AIF strategies

Clear & Simple

Take away actionable investment ideas from focused, low-jargon sessions

Network Effect

Reach out and have your questions answered directly by leading names from the Indian mutual fund industry

Professional Credits & Certificates

Earn learning credits for professional certification (CFPCM, CWM®️) and receive certificates of participation

Exclusive Masterclass Access

Win the chance to attend our invite-only masterclass sessions

Programme

Day 1: 10 February, 2022: India Outlook

TIME

Topic

Presenter/Panel Members

13:30 – 13:45

Chairman's Message

Moh Hon Meng Co-Founder, iFAST Group

13:45 – 14:05

Keynote: India Story 2022

2022 is expected to deliver a reality check to the euphoric capital markets. And yet, strong, resilient opportunities exist in the Indian market – our keynote speaker for Day 1 will kick off the event with a deep dive into the rewarding opportunities in India in the coming year.

Saugata Bhattacharya, Chief Economist, Axis Bank Ltd.

14:05 – 14:45

Panel Discussion: Multi-product Strategies for the Indian Investor

Model portfolio based and asset allocation products continue to see traction with investors as market volatility remains a concern. We speak with leaders representing diverse product strategies to understand the key trends for their respective products, and how to drive correct use of their strategy in a multi-product portfolio.

Nishit Shah, Fund Manager & Principal Officer - PMS, Phillip Capital India Pvt Ltd
Shobhit Mathur, Senior Director, Kotak Optimus, Kotak Investment Advisors Ltd
Siddharth Srivastava, Head – ETF Products, Mirae Asset Investment Managers (India) Pvt Ltd
Shridatta Bhandwaldar, Head – Equities, Canara Robeco Asset Management Company Limited
Parthiv Parikh, Head – Products & iGM, iFAST Financial India Pvt Ltd (Moderator)

14:45 – 15:05

Fireside Chat: Fixed Income Perspective

An unmissable one-on-one chat between two experts as they highlight some fundamental perspectives that can guide us through the next year.

Joydeep Sen, Corporate Trainer, Author, Columnist
Lakshmi Iyer, Chief Investment Officer - Debt & Head of Products, Kotak Asset Management Co Ltd

15:05 – 15:25

TEA & NETWORKING BREAK

 

15:25 – 15:45

iFAST Research India Equity & Debt Outlook 2022

The iFAST Financial research team presents its outlook for the Indian market.

Krishna Karwa Senior Research Analyst, iFAST Financial India

15:45 – 16:25

Panel Discussion: Outlook for ESG Investing in India

The top 1000 listed companies in India need to start filing ESG disclosures from FY23. How will this impact the ESG investing theme in India, and what are the parameters we should be paying attention to?

Jinesh Gopani, Head of Equities, Axis Mutual Fund
Harsha Upadhyaya, CIO – Equities, Kotak Mahindra Asset Management Co. Ltd.
Taher Badshah, CIO – Equities, Invesco Mutual Fund
Sheeba Satish, Executive Director, iFAST Financial India Pvt Ltd (Moderator)

16:30 – 17:00

Break-out Session 1:Invest in Indian AND Global Equities with Phillip Capital

Nishit Shah, Fund Manager & Principal Officer - PMS, Phillip Capital India Pvt Ltd

16:30 – 17:00

Break-out Session 2: Access Curated ETFs Through Axis ETFs FoF

Shane Vaz, Senior Product Manager, Axis Mutual Fund

16:30 – 17:00

Break-out Session 3: Wealth Creation Through Passives

Umesh Daila, Head – ETF Sales, Mirae Asset Investment Managers (India) Pvt Ltd

16:30 – 17:00

Break-out Session 4: Future Proofing the Business

Siddhartha Bhattacharyya – VP and Head, Retail Advisory Services & Internal Sales, Franklin Templeton Asset Management (India) Pvt Ltd

17:30 – 18:30

Masterclass: The Art of Stock Picking by Saurabh Mukherjea (Invite-Only)

One of the most sought-after investment managers in the country, attendees will get a hands-on session with Saurabh where he will share his outlook for the year, as well as his approach for picking stocks that deliver consistent compounding over the long term.

Saurabh Mukherjea, CIO & Founder, Marcellus Investment Managers

Day 2: 11 February, 2022: Global Outlook

TIME

Topic

Presenter/Panel Members

13:40 – 14:00

Keynote: Seeking Global Opportunities in 2022

Indian investors have embraced global investing with enthusiasm, but many will likely experience a down cycle in the global markets for the first time. Our keynote speaker offers a perspective on how to weather this volatility, how to rebalance, and what are the exciting opportunities globally in this year.

Thomas F. Davis, Managing Director, Global Equity and International Equity Portfolio Manager, PGIM Jennison

14:00 – 14:40

Panel Discussion: Fund Manager Perspectives on Global Investing in 2022

From end-of-pandemic strategies, to navigating high inflation and rising interest rates, our panelists share how they will be navigating global markets in 2022.

Siddharth Srivastava, Head – ETF Products, Mirae Asset Investment Managers (India) Pvt Ltd
Alok Agarwal, Senior Equity Fund Manager, PGIM India Mutual Fund

Colin Low, Senior Analyst, Macro Research, iFAST Singapore

Moh Hon Meng, Co-Founder, iFAST Group (Moderator)

14:45 – 15:05

iFAST Research: Around the World & Different Sectors in 50 ETFs

With thousands of global ETFs available, choosing the right one for your portfolio can be daunting. Our ETF Focus List, which contains the best-in-class ETFs, serves as a starting point for your investment journey.

Chloe Nadia Halim, Equity Analyst, Portfolio Management & Equities, iFAST Singapore

15:05 – 15:25

TEA & NETWORKING BREAK

 

15:25 – 15:45

Market Outlook by BlackRock Investment Institute

In this exclusive session by the Chief Strategist for the APAC region, get insights on the global economy, markets, geopolitics, and long-term asset allocation - all to help financial intermediaries and investors navigate markets in the coming year.

Ben Powell, Chief Investment Strategist – APAC, BlackRock Investment Institute

15:45 – 16:05

Fireside Chat: Opportunities in Asia

Is it a fair assessment that the Asian markets have only just hit their stride? From innovation, to manufacturing and trade, our experts discuss the opportunities in Asian markets that investors should not miss.

Stephen Kam, Head of Product Management, Asia-ex Japan Equities, Schroders Asset Management

Weiyi Wong, General Manager, iFAST Capital Sdn Bhd, Malaysia

16:05 – 16:25

Key Investment Themes for 2022 & How You Should Position Your Portfolios

While 2021 was an eventful year, getting your asset allocation right in 2022 will not be any easier. Our portfolio manager from Singapore shares key investment themes to watch, and guidelines on positioning your portfolio right in the coming year.

You Weiren, Senior Portfolio Manager, Portfolio Management & Equities, iFAST Singapore

16:30 – 17:00

Break-out Session 1: Pursuit of Outperformance

Srinivas Ravuri, CIO, PGIM India Mutual Fund

16:30 – 17:00

Break-out Session 2: Deep Dive Into Kotak PMS Investment Approach

Anshul Saigal, Head & Portfolio Manager, Kotak PMS

16:30 – 17:00

Break-out Session 3: Role of Asset Allocation & Stock Selection in Alpha Creation

Mohit Bhatia, Head – Sales & Marketing, Canara Robeco AMC Ltd.

16:30 – 17:00

Break-out Session 4: Learn the best RIA Practices Internationally

Lovaii Navlakhi, Vishal Dhawan, Harsh Roongta, Tarun Birani & Rohit Shah (Members of ARIA Board of Directors)

17:30 – 18:30

Sorabh Pant LIVE!

Sorabh Pant

Speakers

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Lim Chung Chun

Chairman & CEO

iFAST Corporation

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Moh Hon Meng

Co-Founder

iFAST Group

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Saugata Bhattacharya

Chief Economist

Axis Bank Ltd

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Thomas F. Davis

Managing Director, Global Equity & International Equity Portfolio Manager

PGIM Jennison

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Saurabh Mukherjea

Founder & CIO

Marcellus Investment Managers

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Erik Hon

Managing Director

iFAST Financial India Pvt Ltd

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Shobhit Mathur

Senior Director, Kotak Optimus

Kotak Investment Advisors Limited

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Nishit Shah

Fund Manager & Principal Officer

Phillip Capital India Pvt Ltd

Shridatta Bhandwaldar

Head of Equities

Canara Robeco Asset Management Company Limited

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Siddharth Srivastava

Head - ETF Products

Mirae Asset Investment Managers (India) Pvt Ltd

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Parthiv Parikh

Head - Products & iGM

iFAST Financial India Pvt Ltd

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Lakshmi Iyer

Chief Investment Officer - Debt & Head - Products

Kotak Mahindra Asset Management Company Ltd

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Joydeep Sen

Corporate Trainer, Author, Columnist

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Jinesh Gopani

Head of Equities

Axis Mutual Fund

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Harsha Upadhyaya

Chief Investment Officer - Equities

Kotak Mahindra Asset Management Company Ltd

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Taher Badshah

Chief Investment Officer - Equities

Invesco Mutual Fund

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Sheeba Satish

Executive Director

iFAST Financial India Pvt Ltd

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Alok Agarwal

Senior Equity Fund Manager

PGIM India Mutual Fund

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Chloe Nadia Halim

Equity Analyst, Portfolio Management & Equities

iFAST Singapore

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Colin Low

Senior Analyst, Macro Research

iFAST Financial Singapore

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Stephen Kam

Head of Product Management, Asia ex Japan Equities

Schroders

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Weiyi Wong

General Manager

iFAST Capital Sdn Bhd, Malaysia

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Weiren You

Senior Portfolio Manager, Portfolio Management & Equities

iFAST Financial Singapore

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Srinivas Rao Ravuri

Chief Investment Officer

PGIM India Mutual Fund

Sponsors

Organiser
Sponsors
Knowledge Partner
Media Partner

Contact Us

For more details, please contact.

For Sponsorship/ General Enquiries & More details of the conference: Deepali Lalwani | Brand Marketing & Communications

Committee

e-TRAFOTECH 2020

Organising Committee
1. Mr. Shouvik Bhattacharya, Chairman Siemens Ltd.
2. Mr. Neeraj Goyal, Vice Chairman Schneider Electric India Pvt Ltd
3. Mr. Imteyaz Siddiqui ISA Advance Instruments (I) Pvt. Ltd.
4. Mr. R. Prakash Easun-MR Tapchangers (Pvt) Ltd.
5. Mr. Gunjan Agrawal Power Grid Corporation of India Ltd
6. Mr. Y V Joshi Gujarat Energy Transmission Corporation Limited
7. Mr. Rajib Chaudhary Toshiba Transmission & Distribution Systems (India) Pvt. Ltd.
8. Mr. Shashi Prasad Cargill India Pvt. Ltd.
9. Mr. Vinamra Agarwal Technical Associates Ltd.
10. Mr. Manoj Rai Chhattisgarh State Power Transmission Company Limited
11. Mr. P K Patnaik Odisha Power Transmission Corporation Limited
12. Mr. Rajarshi Ghosh Calcutta Electric Supply Corporation Limited
13. Mr. Sameer Gaikwad Doble Engineering Company
14. Mr. Sharat Chandra Shirdi Sai Electricals Limited
15. Mr. M Purushothaman Prolec GE
16. Mr. S K Ray Mohapatra Central Electricity Authority
17. Mr. Ruchir Mayank GE T&D India Ltd.
18. Mr. Keyur Shah Yash Highvoltage Insulators Pvt. Ltd.
19. Mr. Sanjay Vyas CTR Manufacturing Industries Limited
Technical Committee
1. Mr. C. Jayasenan, Chairman Siemens India Ltd.
2. Mr. Vikrant Joshi GE T&D India Ltd.
3. Mr. Anirudh S. Jhala Transformers & Rectifiers (India) Ltd.
4. Mr. Maneesh Jain GE T&D India Ltd.
5. Mr. Nagarjuna Babu Nannapaneni Shirdi Sai Electricals Limited
6. Mr. Gautam Mazumder CG Power and Industrial Solutions Ltd.
7. Mr. S K Gupta Bharat Heavy Electricals Limited
8. Mr. Tarun Garg ABB Power Products & Systems India Limited
Advisory Committee
1. Mr. P Ramachandran Sr. Consultant
2. Mr. Virendra Lakhaini Sr. Consultant
3. Mr. M Vijayakumaran Prime Meiden Limited
4. Mr. B N De Bhowmick Power Grid Corporation of India Limited
5. Mr. B P Soni Gujarat Energy Transmission Corporation Limited

About IEEMA

e-TRAFOTECH 2020

Indian Electrical & Electronics Manufacturers' Association: IEEMA is the apex association of manufacturers of electrical, industrial electronics and allied equipment in India. Founded in 1948, members contribute to more than 90% of the power equipment installed in India. The Indian electrical equipment industry size is of USD 42 billion with exports of USD 7.5 billion and the power equipment share in the capital good industry is about 50%. IEEMA plays a crucial policy advocacy role with government and its agencies. It works closely with standardisation bodies, R&D organisations and testing institutes for formulating Indian standards for developing energy efficient products. IEEMA evolves and operates equitable and uniform PVC Clause and due to its unbiased approach, IEEMA PVCs have gained recognition and credibility over last 3 decades. IEEMA holds product specific conferences, seminars and large exhibitions like ELECRAMA, distribuELEC, E3, virtual exhibition Digielec Bharat.