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How to Invest Globally & Profitably in 2021

Our world has never been more connected. And Indians have never been more global in their aspirations. From investing in the world’s biggest companies to exploring different markets, Indian investors are becoming savvier about diversifying their investments for better growth and protection.

But uncertainty and volatility are the order of the day, and talking about the right approach to global investing is critical. Which is why we’re inviting all investors, investment advisers and mutual fund distributors to join in as leading Indian and global names in asset management answer some of the most urgent questions around global investing today.

Highlights

15+ Powerful Sessions

Get everything you need to know about investing globally & profitably in India

Leading International Speakers

Learn from the best minds in international research, asset management & advisory

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: 25 February, 2021: Global Overview & US Markets

Time (Hrs.)
15:30 – 15:45
Topic
CEO’s Message
Presenter/Panel Members
Lim Chung Chun, CEO, iFAST Corporation Ltd
Time (Hrs.)
15:45 – 16:05
Topic
Keynote: Why you shouldn’t have all your money in the Indian market
Countries across the world are looking at different recovery curves after the pandemic, and therefore present differentiated opportunities. Our keynote speaker explains the perils of a concentrated portfolio and the larger benefits of global investing.
Presenter/Panel Members
Gavin Marriott, Investment Director - Global & International Equities, Schroders Plc
Time (Hrs.)
16:05 – 16:20
Topic
iFAST Global Outlook: What & Where to Invest Globally in 2021
We review the macroeconomic landscape of 2021 and the outlook of global equities. More importantly, we explore attractive investment strategies and ideas for the new year.
Presenter/Panel Members
Colin Low, Senior Analyst, Macro Research, iFAST Financial Singapore
Time (Hrs.)
16:20 – 16:35
Topic
iFAST Recommended International Funds Report
The iFAST Financial research team presents its independent & objective report recommending 8 international funds across regions for maximum diversification.
Presenter/Panel Members
Krishna Karwa Senior Research Analyst, iFAST Financial India
Time (Hrs.)
16:35 – 16:45
Break
Time (Hrs.)
16:45 – 17:00
Topic
US Equities & ETFs
Demo of upcoming launch of direct US equities & ETFs investment capabilities on iFAST Financial India platform. Recorded message on innovation investing and actively managed ETFs by Cathie Wood.
Presenter/Panel Members
Catherine D Wood, CEO/CIO, ARK Investment Managers
Time (Hrs.)
17:00 – 17:20
Topic
US Outlook & Strategy 2021
Home to some of the best brands and disruptive sectors in the world, the US is a clear favourite with Indian investors. This session highlights the strengths of this market post-pandemic, and presents the outlook for the coming year.
Presenter/Panel Members
Pratik Oswal, Head – Passive Funds, Motilal Oswal Asset Management Company
Time (Hrs.)
17:20 – 17:35
Topic
As the COVID-19 Dust Settles, What Does the Future Hold for the Digital Economy?
The pandemic became an unexpected catalyst for the digital economy. This session discusses the pandemic’s long-term impact on the industry, and the companies you should pay attention to in 2021.
Presenter/Panel Members
Tan De Jun, Senior Equity Analyst, Stocks & ETFs Research, iFAST Singapore
Time (Hrs.)
17:40 – 18:10
Topic
Panel Discussion: Understanding the Rise & Rise of the US Markets
Are US valuations sustainable? What could be the possible tailwinds for a market that is already at such highs? Don’t miss this panel as it addresses some of the most urgent questions around the US market.
Presenter/Panel Members
Pratik Oswal, Head, Passive Funds, Motilal Oswal Asset Management Company
Pyari Menon, AVP & Institutional Portfolio Manager, Franklin Templeton Asset Management (India)
Moh Hon Meng (Moderator), Chairman, iFAST India Holdings Pte Ltd
Gavin Marriott, Investment Director - Global & International Equities, Schroders Plc as the first speaker
Time (Hrs.)
18:30 – 19:30
Topic
Break-out Session 1: Motilal Oswal Asset Management Company
Asset allocation in a global investment scenario
Presenter/Panel Members
Vikash Wadekar, Mahavir Kaswa
Time (Hrs.)
18:30 – 19:30
Topic
Break-out Session 2: iFAST Global Markets
Learn how you can position your business to grow with Asia’s largest adviser network
Presenter/Panel Members
Vikas Behra, Ajeet Hari Singh
Time (Hrs.)
18:30 – 19:30
Topic
Break-out Session 3: Franklin Templeton Asset Management (India) Pvt Ltd
This is your chance to get up close & interactive with senior leaders from the Indian asset management industry. Tap in and have all your mutual fund and investment related questions answered.
Presenter/Panel Members
Mr. Peshotan Dastoor (Pesi) – National Sales Director, Franklin Templeton Asset Management Company (I) Pvt. Ltd.
Time (Hrs.)
20:00 – 21:00
Topic
Masterclass: A Guide to Getting Started with LinkedIn, YouTube, Facebook & Podcasting (Invite-Only)
This session was designed for people who want to be perceived as high quality financial advisers on social media. You will learn how to reach target prospects individually using messaging apps without looking like you are selling washing machines. You'll also get a roadmap for how to design content that is not boring jibber jabber but will instead make the audience come back for more!
Presenter/Panel Members
Sara Grillo, CFA

Day 2: 26 February, 2021: Emerging Markets, Europe & Japan

Time (Hrs.)
15:35 – 15:50
Topic
Emerging Markets Outlook Comprising Asian EMs like India, China, South Korea & Taiwan, as well as markets from Latin America, Eastern Europe, Middle East & Africa, this set of markets is poised to shine in 2021. This session explains why
Presenter/Panel Members
Ong Zi Yang, Senior Analyst, Macro Research, iFAST Financial Singapore
Time (Hrs.)
15:55 – 16:25
Topic
Panel Discussion: Emerging Markets – Will They Really Perform Better Than India?
With the Indian market offering reasonable broad-based growth, would Indians really be better off investing in other emerging economies? Watch this session as experts answer the most persistent question in the mind of Indian investors.
Presenter/Panel Members
Ashwin Patni, Head, Products & Alternatives, Axis Asset Management Company
Manish R, Head, Product Communication, ICICI Prudential Asset Management Company
Ong Zi Yang, Senior Analyst, Macro Research, iFAST Financial Singapore
Rajesh Krishnamoorthy (Moderator), Country Head - India (LO) at Financial Planning Standards Board Ltd.
Time (Hrs.)
16:25 – 16:35
Break
Time (Hrs.)
16:35 – 16:45
Topic
Mastering the Art of Global Allocation & Rebalancing
Presenter/Panel Members
You Weiren, Manager, Stocks & ETFs Research, iFAST Financial Singapore
Time (Hrs.)
16:50 – 17:05
Topic
Fireside Chat: Europe Outlook & Strategy 2021
The European market has seen considerable focus as investors looked for an alternative to the overheated US markets. The second-wave of the pandemic and the resilience of its markets have kept analysts hooked. Erik Hon explores what lies ahead.
Presenter/Panel Members
Erik Hon, Managing Director, iFAST Financial India Pvt Ltd
Time (Hrs.)
17:05 – 17:20
Topic
Fireside Chat: Japan Outlook & Strategy 2021
Japan, home to SoftBank and leading new-age sectors like semiconductors & robotics is also closely watched for its unique strengths. In this informal chat, our Managing Director interviews a regional expert on what lies ahead for this market in 2021.
Presenter/Panel Members
Takamizu Hara, Senior Vice President, Nippon Life India Asset Management
Erik Hon, Managing Director, iFAST Financial India
Time (Hrs.)
17:25 – 17:40
Topic
Preparing for the Next Black Swan Event
Black swan events, by definition, cannot be anticipated. Investors were caught off guard in early 2020 by the swift meltdown of investment-grade credits and treasury bonds. The question is: Are your traditional safe-haven assets still safe? What are some tools, frameworks, and investment products you can use to disaster-proof your portfolios?
Presenter/Panel Members
Shawn Teow, Senior Analyst, Unit Trust Research, iFAST Financial Singapore
Time (Hrs.)
17:45 – 18:15
Topic
iFAST Global Model Portfolios
How should you split your global portfolio across various regions? And how do you ensure that your funds don’t overlap across regions or companies? This session offers 5 model portfolios with different allocations to suit every risk profile.
Presenter/Panel Members
Rachana Makhija, Senior Analyst, iFAST Financial India
Time (Hrs.)
18:30 – 19:30
Topic
Break-out Session: ICICI Prudential Asset Management Company
This is your chance to get up close & interactive with senior leaders from the Indian asset management industry. Tap in and have all your mutual fund and investment related questions answered.
Presenter/Panel Members
Aniruddha Chaudhuri, Head – Retail Sales, ICICI Prudential Asset Management Company
Time (Hrs.)
18:30 – 19:30
Topic
Break-out Session: American Academy of Financial Management India
The American Academy of Financial ManagementTM is the international professional organization for Wealth Managers, Private Bankers, Portfolio Managers, Investment Advisors, Asset Managers, Project Manager and Trust and Estate Practitioners Worldwide.
Presenter/Panel Members
Deepak Jain, Director Academics, AAFM India
Time (Hrs.)
18:30 – 19:30
Topic
Break-out Session: ARIA
How can ARIA help MFDs? (30 mins)
How can ARIA help RIAs? (30 mins)
Presenter/Panel Members
Lovaii Navlakhi, Dilshad Billimoria, Vishal Dhawan, Rohit Shah
Harsh Roongta, Suresh Sadagopan, Renu Maheshwari, Amit Kukreja
Time (Hrs.)
20:00 – 21:00
Topic
Masterclass: Turbocharging Your Financial Planning Practice (Invite-Only)
This masterclass is for advisers and distributors navigating the changing Indian landscape. Is the ‘fee or no-fee’ question your biggest challenge? Or are you simply looking for a proven approach to onboard clients for a sustained life-planning relationship? Richard Kahler, president of the Kahler Financial Group with USD 174 million under management, offers insights and client acquisition models perfected over 40 years of advisory.
Presenter/Panel Members
Richard Kahler, MS, CFP®, CFT-I™, CeFT®, Kahler Financial Group

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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Gavin Marriott

Investment Director - Global & International Equities

Schroders Plc

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Sara Grillo

CFA,

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Richard Kahler

MS, CFP®, CFT-I™, CeFT®

Kahler Financial Group

Pratik Oswal

Head, Passive Funds

Motilal Oswal Asset Management

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Erik Hon

Managing Director

iFAST Financial India Pvt Ltd

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Rajesh Krishnamoorthy

Country Head - India (LO)

Financial Planning Standards Board Ltd.

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Catherine D Wood

CEO/CIO & Founder

ARK Investment Management LLC

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Takamizu Hara

Senior Vice President

Nippon Life India Asset Management

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Ashwin Patni

Head, Products & Alternatives

Axis Asset Management Company

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Colin Low

Senior Analyst, Macro Research

iFAST Financial Singapore

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Tan Dejun

Senior Equity Analyst, Stocks & ETFs Research

iFAST Financial Singapore

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Manish R

Head of Product Communication

ICICI Prudential Asset Management Company Limited

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Aniruddha Chaudhuri

Head - Retail Sales

ICICI Prudential Asset Management Company Limited

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Pyari Menon

AVP & Institutional Portfolio Manager – EME India

Franklin Templeton Asset Management (India) Pvt Ltd.

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Deepak Jain

Director Academics

American Academy of Financial Management India.

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Shawn Teow

Senior Analyst, Unit Trust Research

iFAST Financial Singapore

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.