/>ABOUT">

ABOUT CFA

CFA Institute is a non-profit global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behaviour in investment markets and a respected source of knowledge in the global financial community. The end goal is to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has more than 127,000 members, in 147 countries and territories and over 140 member societies. There are more than 200,000 candidates enrolled in the Chartered Financial Analyst (CFA) certification program worldwide


For more than 60 years, CFA Institute and Member Societies such as the Indian Association of Investment Professionals (IAIP), have held educational events featuring prominent investment professionals and thought leaders, and as the number of investment professionals across India continue to grow, we are committed to offering quality educational and networking opportunities in the region.


The IAIP, established in April 2005, is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. As one of the over 140 CFA Institute member societies, the IAIP connects local members to a global network of investment professionals. The key objectives of IAIP are to:

- Promote ethical and professional standards within the investment industry in India,
- Facilitate the exchange of information and opinions among people within the local investment community and beyond,
- Work to further the public’s understanding of the CFA® designation and the investment industry.PROGRAM DETAILS

"In investing, what is comfortable is rarely profitable." - Robert Arnott
Investing basics haven’t changed over the years. However, the dynamics of investing has changed in every aspect. From the volume and speed of information, finding the right sources, managing risks, valuations and avoiding financial shenanigans, the landscape changes daily in the ever changing world.


Pune Practioners Seminar on “Investing” organized by FLAME University and Indian Association of Investing Professionals (CFA Society India) helps provide a platform to spread investing wisdom.
Date & TimeSaturday, 7th October 2017 | 9:00 am to 6:00 pmVenueFLAME University, Gat No. 1270, Lavale, Off. Pune Bangalore Highway, Pune - 412115, Maharashtra, IndiaSchedule
- Sampath Reddy, CFA on “Practioner Oriented Equity Valuation Methods”
- Samit Vartak, CFA on "Valuations from an Equity Investor's Perspective"
- Prashant Nair, CFA on “Pharma Sector Overview & Structure”
- Shreenivas Kunte, CFA on “Avoiding Shenanigans”
- Umesh Kudalkar, CFA on "Economic Moats”Registration & Fees

Fees:
CFA Society Members: No Cost.
Others: INR 2500 + Taxes


To register, please visit:
https://in.explara.com/e/seminar-on-investing


Note: For cancellations, please send an advance notice to the programme team at This email address is being protected from spambots. You need JavaScript enabled to view it.. There will be no refund for cancellations.
Deadline4th October 2017ContactToll-free No: 1-800-209-4567
E-mail: This email address is being protected from spambots. You need JavaScript enabled to view it.
Website: www.flame.edu.inSPEAKERS

Sampath Reddy, Chief Investment Officer, Bajaj Allianz Life Insurance
Sampath Reddy, CFA is the chief investment officer of Bajaj Allianz Life Insurance where he manages the equity and fixed income investments. He leads a team of investment professionals including fund managers, research and credit analysts and dealers. Sampath has a rich experience of nearly two decades in the fund management industry, nine of those with Bajaj Allianz. Previously, he has worked with both buy-side and sell-side firms such as Principal Mutual Fund. Voyager Advisors. HSBC Securities and ABN Amro. Sampath holds a BE in mechanical engineering and a MBA in finance.
 

Umesh Kudalkar, CFA
Mr.Kudalkar is a CFA Charterholder, Masters in Financial Management and Mechanical Engineer. He has more than 25 years of experience in Corporate Finance, Venture Capital and Private Equity. Most recently, he was the Chief Investment Officer of Dr. Cyrus S. Poonawalla, a Billionaire ranked 5th in India and Serum Institute (World’s largest producer of Measles and DTP group of vaccines). He managed a portfolio of more than USD 500 Million. Previously he was the fund manager and part of the team that raised an AIM London listed USD 200 Million energy fund. This represented the largest fundraising on AIM in CY 2008. He also successfully raised VC funds and made some very successful Venture capital investments in Robotics, Aviation Electronics, Nutraceuticals and Software Products in India. He offers advice on Evaluation of Fintech Investments, Equity Valuation, Earnings Quality, Business Planning and Growth. He also conceptualized Multi-Act’s digital marketing strategy. Umesh is an active volunteer of the CFA Institute for the past 7 years.
 

Shreenivas Kunte, Director - Content, CFA Institute India
Shreenivas Kunte, CFA is the director of content at CFA Institute, where he contributes financial market insights about India and the developed world. Previously, he taught at and managed SP Jain’s Trade and Applied Research lab, which he helped found. Shreenivas also served as a country trading strategist at Citigroup’s Tokyo office. He actively contributes to the development sector in India and as an external research scholar at the Indian Institute of Technology Bombay. 

Prashant Nair, Director and Deputy Head of Research - Citi India
Prashant Nair is Deputy Head of India Research and a senior analyst covering the India pharmaceutical, healthcare and agrochemical sectors. Based in Mumbai, Prashant joined Citi in July 2005 from Motilal Oswal Securities. Prior to that, he was with Edelweiss Capital and Pranav Securities. Prashant obtained his MBA (Finance) from the Institute of Technology & Management and BComm from the University of Mumbai. He is also a CFA charter holder and a Cost Accountant by training.
 

Samit Vartak, Founder and CIO of SageOne Investment Advisors LLP
Samit Vartak is the Founder and Chief Investment Officer of SageOne Investment Advisors LLP, managing PMS in India and advisor to Cayman based SageOne India Growth Fund. He is an Engineer from SPCE Mumbai, an MBA and a CFA Charter holder from the US. He has over 17 years of international experience in Investments, Valuation, M&A and Corporate Strategy with organizations such as E&Y, Deloitte and Gap Inc. Samit has advised and valued companies across the world and industries.
 DOWNLOAD BROCHURE

Click here to download brochure