CFA Society India and CFA Institute will co-host the 5th India Wealth Management Conference from 27– 29 August 2020
Kolkata, August 26, 2020: CFA Society India and CFA Institute, the global association of investment professionals, will co-host the virtual 5th India Wealth Management Conference from 27- 29 August 2020. The theme for this year’s conference is ‘Wealth Management in a Post-COVIDworld’.
“We are in the midst of an unprecedented health and economic crisis. While policy response has been extra ordinary and the focus has shifted from survival to revival, investors are staring at a world with radical uncertainty. Economic and market cycles are getting shorter with information moving at the speed of light. Past models may not be adequate for futureproofing of the portfolios. Fundamental investment tenets will not change but investors must take into account the ‘new normal’ to achieve the goals of wealth preservation, income generation and long-term growth”,said NavneetMunot, CFA, Chairman, CFA Society India and CIO, SBI Funds Management Pvt. Ltd.
“COVID-19 has had a significant impact on everything that we do, and the profession of wealth management is no exception. Wealth professionals have just started coming to grips with what the pandemic means for how they practice their profession. We explore the subject in our 5th Wealth Management Conference by drawing on the wisdom of leading thought leaders and wealth practitioners from around the world”, said Vidhu Shekar, CFA, CIPM, Country Head, India, CFA Institute.
The three-day virtual conference is from 27 -29 August, which will feature an enviable selection of Indian and International speakers who will be sharing insights in their topics of expertise.Day 1 will feature a session on‘ Key note talk on the changing wealth management canvas in India’ by Amitabh Chaudhary, Managing Director & Chief Executive Officer, Axis Bank,and ‘The impact of the COVID – 19 crash on investors’ by Rob Arnott, Partner, Chairman of the Board of Research Affiliates. Day 2 will feature a session on‘Opportunities & challenges for wealth practitioners in a post-COVID world’ by Margaret Franklin, CFA, President and CEO, CFA Institute and Soumya Rajan, Founder and CEO, Waterfield Advisors. This will be followed by a session on‘Radical uncertainty – rethinking our approach to risk and uncertainty by John Kay, Economist and Author. Day 3 will include a session on ‘Wealth management best practices and framework for wealth transfer’ by Rajesh Gupta, Managing Partner at SNG & Partners and GrayRhino lessons for the wealth practitioner Michele Wucker, Founder & CEO at Gray Rhino & Company.
For more information, please visit the conference website here.
Corporate Comm India (CCI Newswire)
