Agenda
An opportunity to meet and gain insights from thought leaders of the Financial World!10:00am - 10:30am
Registration
10:45am - 10:50am
Welcome Note
10:50am - 11:35am
Keynote Address
Are old ways of value discovery failing in the new investing environment?
Value investing is an age-old strategy of making money in stocks. It has worked wonderfully for generations, rewarding investors handsomely and turning out many a billionaire. But some say the same has stopped working in recent years in a changing investing environment. Or has it? Emerging Markets Guru Mark Mobius offers his prognosis.
Mark Mobius
Founder , Mobius Capital Partners LLP11:40am - 12:40pm
Panel Discussion
Monetary policy as main engine of economic growth: Efficacy, sustainability & alternatives
As major economies globally are once again turning to their central banks for monetary stimulus to revive and sustain economic growth, economists and analysts have begun to question whether low interest rates can sustain real growth, and if so, for how long? This session dwells on this topic and tries to figure out where the world economy is headed from here.
Ashima Goyal
Member, Prime Minister's Economic Advisory Council
Indranil Sen Gupta
Director, Senior Economist , Bank of America Merrill Lynch
Samiran Chakraborty
Chief Economist , Citi India
Viral Acharya
Former Deputy Governor , RBI12:40pm - 12:50pm
Tea break
12:50pm - 1:50pm
Panel Discussion
Looking for new industry leaders in $5 trillion economy
The Modi government's goal of making India a $5 trillion economy by 2024 is going to create new opportunities for investor, throwing up newer sunrise sectors and make some of old-economy leaders to fade. So, where will these new economy leaders come from?
Ashok Wadhwa
CEO , Ambit Capital
Bharat Iyer
Head, India Equity Research , JP Morgan
Nilesh Shah
MD , Kotak AMC
InvitedRenuka Ramnath
Founder, MD & CEO , Multiples Alternate Asset Management1:50pm - 2:35pm
Lunch
2:35pm - 3:35pm
Point of view
Nifty is no longer a play on India: Causes, Consequences & Remedies.
India's most popular equity benchmark NIFTY has been under the microscope past few months, with many analysts inferring that the index has stopped being representative either of the economy or the market. So what’s wrong with the market bellwether ?
Mukesh Agarwal
CEO , NSE Indices
Saurabh Mukherjea
Founder , Marcellus Investment Managers3:40pm - 4:40pm
Panel Discussion
Stockbroking Industry: Challenges & Opportunities
India’s stockbroking industry has been facing plenty of challenges and a lot of disruptions in recent times – from the arrival of discount broking, rapid proliferation of algo-trade to intense competition eroding trade margins, from online trading replacing traditional next-door brokers to intense regulatory scrutiny and dwindling stock returns creating risk aversion and diverting equity investors to other asset classes. While it has become a ‘survival of the fittest’ environment, markets are also throwing up new opportunities. Here’s an eminent panel exploring the path ahead.
Ashishkumar Chauhan
MD & CEO , Bombay Stock Exchange
Nikhil Kamath
Co-Founder & CIO , Zerodha
Shiv Sehgal
President and Co-Head , ICG, Edelweiss Global Investment Advisors
Uttam Bagri
Chairman , BSE Brokers' Forum4:45pm - 5:45pm
Panel Discussion
Dealing with debt in post-IL&FS market
The IL&FS default crisis not only sparked off credit and liquidity crises in the economy but also led to major changes in the rules of the game. From stricter regulation of NBFCs and rating agencies to sectoral caps in debt fund exposure and major shocks leading to permanent changes in the way debt market participants operate, it’s a whole new world now. But what has really changed for the average investor? Whom to trust and whom not to? Where do you enjoy the expected relative ‘risk-free’ status in the truest sense and where you do not?
Alka Anbarasu
Vice President - Senior Credit Officer , Moody's Investors Service Singapore
Nimesh Shah
MD & CEO , ICICI Prudential Mutual Fund
Rajiv Sabharwal
MD & CEO , Tata Capital5:45pm - 5:55pm
Tea break
5:55pm - 6:55pm
Panel Discussion
After the Churn – What Changed for India Inc.?
India Inc has just undergone a massive churn, as corporates with bad capital management practices went belly up, downsized or consolidated; greedy, short-sighted companies got sidelined to create space for futuristic players, structural reforms like GST, RERA shifted large market shares to organized players and rapid, technology-led disruptions shook up even deep-rooted players, allowing new market leaders to emerge. We invite leaders from five major sectors to share survival strategies and future visions.
InvitedMohit Malhotra
CEO , Dabur India Ltd7:00pm - 7:45pm
Fire side chat
Learnings from 25 years of fund management on Dalal street: In conversation with Prashant Jain
Dalal Street's star money manager Prashant Jain this year achieved the rare distinction of managing a single fund in India’s Mutual Fund Industry for 25 years. Jain, known for his distinctive fund management style that has delivered value to investors year after year, is not a regular in public fora. He will share the wisdom of his 25 busy years in Indian market in this fireside chat.
