India’s Largest Online Summit on Alternate Investing & Portfolio Management Services

AIF & PMS Conclave 2.0

The Golden Decade for India

Overview

Welcome to the AIF & PMS Conclave 2.0, a two-day summit where leading experts from the Indian financial markets will converge to discuss and debate the critical issues shaping India’s economy, markets, and diverse asset classes. This event is specifically designed for high and ultra-high-net-worth individuals, fund managers, family offices, investment professionals, and budding investors eager to explore the diverse avenues within the comprehensive landscape of investments.

Gain insights into whether alternative investment funds (AIF) outperform mutual funds. Learn the intricacies of investing in small and medium enterprises (SMEs) and how to evaluate their potential, assess small and medium-cap stocks, and identify the next major growth themes.

This summit aims to provide actionable strategies that investors and traders can adopt and implement to widen their investment horizons and deepen their understanding of underlying factors that increase their chances of success.

Seize this opportunity to enhance your investment portfolio and stay ahead in the dynamic world of finance.

India’s Largest Online Summit On Alternate Investing And Portfolio Management Services

Watch live on ET Markets Live Stream

India’s Premier investment Titans

Navigate the future of investing

Unlocking winning and actionable strategies

Partners

Title Partner
Platinum Partner
Gold Partner
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Speakers

Schedule

  • Day 1 - 19 June 2024
  • Day 2 - 20 June 2024
  • 11:00 AM – 11:30 AM

    The importance of Alternative Investments in your portfolio

    Vikas Agrawal

    Vikas Agrawal

    Founder, AIF PMS Experts India

  • 11:30 AM – 12:15 PM

    Bharat ka Amrit Kaal

    Monoj Bahety

    Mr. Manoj Bahety

    Founder & CEO, Carnelian Asset Management & Advisors

  • 12:15 PM – 12:45 PM

    Post election outlook of mid and small cap for the next 5 years

    Hitesh Zaveri

    Hitesh Zaveri

    SVP & Head - Listed Equity Alternatives, Axis Asset Management

  • 12:45 PM – 01:15 PM

    How to identify quality business in the SME segment?

    Ankush Jain

    Ankush Jain

    Director & Fund Manager, Chanakya Capital Services

  • 01:15 PM – 01:45 PM

    Why do winners rotate? Does it have to do anything with the economy, or is it about markets’ likes and dislikes?

    Aashish P. Somaiyaa

    Aashish P. Somaiyaa

    Chief Executive Officer, White Oak Capital Management

  • 01:45 PM – 02:15 PM

    Beyond Buy and-Hold: Unveiling Long Short Investments Insights

    Vaibhav Sanghvi

    Vaibhav Sanghvi

    Chief Executive Officer, ASK Hedge Solutions

  • 02:15 PM – 02:45 PM

    Discover Opportunities in Credit Investing with Sundaram Alternates’ Debt PMS Strategy

    Hitungshu Debnath

    Hitungshu Debnath

    Chief Business Officer, Sundaram Alternates

  • 02:45 PM – 03:15 PM

    Challenges and Opportunities of investing in Indian Equities

    Arun Subrahmanyam

    Arun Subrahmanyam

    Founder & Partner, Ampersand Capital

  • 03:15 PM – 03:45 PM

    The next 100 days plan after election

    Nilesh Shah

    Nilesh Shah

    Managing Director, Kotak Mutual Funds

  • 03:45 PM – 04:15 PM

    The Rise of a New Indian Elite.

    Saurabh Mukherjea

    Saurabh Mukherjea

    Founder & Chief Investment Officer, Marcellus Investment Managers

  • 04:15 PM – 04:45 PM

    Kal, Aaj aur Kal. Where lie the opportunity to enhance returns in resurgent Indian capital markets?

    Sameer Narayan

    Sameer Narayan

    Head - Alternate Investment Equity, Aditya Birla Sun Life AMC

  • 04:45 PM – 05:15 PM

    Discussion: Opportunities in micro cap and small cap companies in India: Is the valuation really high?

    Anirudh Garg

    Anirudh Garg

    Partner & Head Research, Invasset AAID

    Siddharth Oberoi

    Siddharth Oberoi

    Founder & CIO, Prudent Equity

    Jaimin Gupta

    Jaimin Gupta

    Promoter, Chanakya Capital Services

  • 05:15 PM – 06:30 PM

    Discussion: Learning from the past and how the Indian economy is changing.

    Shankar Sharma

    Shankar Sharma

    Founder, GQuant Investech & First Global

    Prateek Agrawal

    Mr. Prateek Agrawal

    Managing Director & CEO, Motilal Oswal Asset Management Company

    Kshitiz Mahajan

    Kshitiz Mahajan

    CEO & Managing Partner, Complete Circle Wealth Solutions

  • 11:00 AM – 11:30 AM

    AIF vs PMS vs Mutual fund - which is the better instrument?

    Vikaas Sachadeva

    Vikaas Sachadeva

    Managing Director, Sundaram Alternates

  • 11:30 AM – 12:00 PM

    AQUA, an adaptive quant PMS to invest for sustainable alpha in India

    Siddharth Vohra

    Siddharth Vohra

    Fund Manager & Head Investment Strategy, Prabhudas Lilladher

  • 12:00 PM – 01:00 PM

    Discussion: What are the red flags to look for when investing in small and midcap companies or particular theme based companies?

    Nimesh Mehta

    Nimesh Mehta

    Director & Head – Sales & Products, ASK Investment Managers

    Vikas Khemani

    Vikas Khemani

    Founder, Carnelian Asset Management & Advisors

    Aashish P. Somaiyaa

    Aashish P. Somaiyaa

    Chief Executive Officer, White Oak Capital Management

  • 01:00 PM – 01:30 PM

    How to value growth and how to grow the value of your investments?

    Samit Vartak

    Samit Vartak

    Founding Partner & Chief Investment Officer, SageOne Investment Managers

  • 01:30 PM – 02:00 PM

    How to identify winners at an early stage in small & micro cap investing?

    Himanshu Upadhyay

    Himanshu Upadhyay

    Vice President & Portfolio Manager, BugleRock Capital

  • 02:00 PM – 02:30 PM

    Significance of Themes in Equity Investment

    Sandip Bansal

    Sandip Bansal

    Portfolio Manager, ASK Investment Managers

  • 02:30 PM – 03:00 PM

    Fire chat with Anirudh Garg

    Anirudh Garg

    Anirudh Garg

    Partner & Partner & Fund Manager, INVASSEST LLP

  • 03:00 PM – 03:30 PM

    How can NRIs participate in Indian Real Estate through AIF's?

    Sharad Mittal

    Sharad Mittal

    Founder & Chief Executive Officer, Arnya Real Estate Fund Advisors

  • 03:30 PM – 04:00 PM

    How to approach Venture Capital & Private Equity Fund

    Ashish Ahluwalia

    Ashish Ahluwalia

    Director - Private Equity & Venture Capital, Axis ALTERNATES

  • 04:00 PM – 04:30 PM

    Importance of Valuations In Investing

    Siddharth Oberoi

    Siddharth Oberoi

    Founder & CIO, Prudent Equity Private Limited

  • 04:30 PM – 05:00 PM

    What is Value & and what is Growth and for long term what delivers

    Sunil Singhania

    Sunil Singhania

    Founder, Abakkus Asset Manager

  • 05:00 PM – 06:00 PM

    Discussion: What India needs to do if we wish to be the manufacturing hub of the world, and be a meaningful competitor to China. And, if that is even

    Amisha Vora

    Amisha Vora

    Chairperson & Managing Director, Prabhudas Lilladher

    A. Balasubramanian

    A. Balasubramanian

    Managing Director & Chief Executive Officer, Aditya Birla Sun Life Asset Management

    A. Balasubramanian

    Mr. Anunaya Kumar

    President - Sales & Distribution, 360 ONE Asset Management Ltd

What To Expect

EXCLUSIVE VIRTUAL ACCESS TO INDUSTRY LEADERS

Participate from anywhere in the world and gain direct access to insights from top financial market leaders, including CEOs, founders, and Chief Investment Officers from renowned asset management companies. Engage with the best in the industry about the latest trends, investment strategies, and market outlooks that can significantly enhance your portfolio’s performance.

COMPREHENSIVE KNOWLEDGE AND ACTIONABLE STRATEGIES

Benefit from comprehensive online sessions covering crucial topics such as evaluating SMEs, identifying quality businesses, understanding growth themes, and more. This virtual event is designed to provide you with actionable strategies and practical knowledge that can help you make informed investment decisions and maximize returns.

CONVENIENCE AND FLEXIBILITY

Participate in the Conclave from the comfort and safety of your home or office, without the need for travel. Enjoy the flexibility of accessing all sessions, presentations, and materials online at your convenience. With recordings available post-event, you can revisit valuable content at any time, ensuring you don’t miss out on any important information.

Who Should Attend

Individual Investors

Investment Advisors

Financial Analysts

Institutional Investors

Wealth Managers

Regulatory Authorities

Academics and Researchers

Fund managers

Individual Investors

Investment Advisors

Financial Analysts

Institutional Investors

Wealth Managers

Regulatory Authorities

Academics and Researchers

Fund managers

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