Wealth Managers
Boutique MFD firms
Institutional Investors & Distributors
Family Offices
Banks/NDs
Dear Friend,
Alternate investments, encompassing a wide range of assets outside traditional stocks, bonds, and cash, have seen remarkable growth in India over the past decade.
While many factors are responsible for this growth, two factors stand out:
Search for high returns - With traditional investments often yielding lower returns due to various economic factors,
investors are increasingly seeking higher returns through alternate investments. The benefit of using alternatives is the
potential for higher returns that are less correlated with traditional financial assets.
Different strokes for different folks - As the economy grows leading to an increase in wealth
and the wealthy, it creates a market for exclusive and bespoke products. Portfolio Management Services,
for example, can be customized completely keeping in mind investor risk profile and preferences. AIFs too with their
high minimums and cap on number of investors feed the need for uniqueness.
This provides a great opportunity to those engaged in wealth management, distribution and advisory services.
Diversifies earning streams beyond conventional products like mutual funds and insurance
Provides a chance to gain access to the rich and affluent with the right products
In this context, I am excited to share with you that we are organizing
CafeAlt Conference 2024 with the aim to gather all stakeholders – wealth managers,
distributors, bankers, manufacturers and everyone in the eco system to come on a single
platform and deliberate on ways to grow the Alternatives pie.
So, mark your calendar – CafeAlt Conference is on August 23, 2024 at Taj Santacruz, Mumbai.
See you then!
Prem
Prem Khatri
Founder & CEO, Cafemutual
| Time | Topic | Speaker |
|---|---|---|
| 8:45 am - 8:50 am | Welcome Address | Prem Khatri, Founder & CEO, Cafemutual |
| 8:55 am - 9.10 am | Alternates - The Big Picture | Vikaas M Sachdeva, MD, Sundaram Alternates |
| 9.15 am- 9.30 am | Economy and Markets Outlook | Prashant Jain, Founder, 3P |
| 9:35 am - 10:05 am | Understanding the potential of Gift City | Pradeep Ramakrishnan, ED, IFSCA & Pavan Shah, GM, IFSCA |
| 10.10 am -10.40 am | The regulator’s perspective on Alternates | Ananth Narayan G, WTM, SEBI |
| 10:40 am- 11:00 am | ||
| 11:00 am - 11:45 am | Emerging sectors and trends in equity investing | Madangopal Ramu, Head - Equities & Fund Manager, Sundaram Alternates Sandip Bansal,Senior Portfolio Manager, ASK Investment Managers Moderated by Munish Randev, Founder & CEO, Cervin |
| 11:50 pm- 12:10 pm | Real people: Real stories: Success Stories in AIFs/PMS | Nishant Patnaik, Cafemutual in conversation with successful MFDs |
| 12: 15 pm - 12:30 pm | Alternative funds: Think beyond listed equities | Anunaya Kumar, President, 360 One AMC |
| 12:35 pm - 12:55 pm | Managing the taxation maze | Kunal Shah, Partner, PWC & Neha Bagri, PWC |
| 12:55 pm-1:55 pm | ||
| 1:55 pm - 2:40 pm | Investment Strategies and Risk Management in Private Debt | Bhavdeep Bhatt, CEO, Northern Arc Karthik B. Athreya, Director & Head - Strategy - Alternative Credit, Sundaram Alternates Lakshmi Iyer, CEO, Kotak Alternate Moderated by Maneesh Dangi, Debt Market Expert |
| 2:45 pm- 3:00 pm | Opportunities in Real Estate | Amit Bhagat, CEO, ASK Investment Managers |
| 3:05 pm - 3:20 pm | Succeeding in Indian markets | Rashi Talwar Bhatia, CEO & CIO, Ashmore India |
| 3:25 pm - 3:40 pm | Dealing with the wealthy- building exclusivity | To be announced |
| 3:45 pm - 4:00 pm | Risks & Rewards in Performing Credit | Prasanna M, Head- Institutional Sales-AIF, Vivriti Asset Management |
| 4:00 pm - 4:20 pm | ||
| 4:20 pm - 4:35 pm | ||
| 4:40 pm- 5:20 pm | Unlocking opportunities in income generating rental asset | To be announced |
| 5:25 pm- 6:05 pm | Deciphering the diversity in PMS | Hiren Ved, Director and CIO, Alchemy Capital Raghav Iyengar, CEO, 360 One Investment Managers Saurabh Mukherjea, CIO, Marcellus Investment Managers Moderated by Nitin Singh, Country Head, Barclays |
| Category | Registration fee |
|---|---|
| MFD/RIA | ₹6,499 |
| Bank and ND | ₹7,699 |
| Others (Fintechs, service providers, manufacturers) |
₹8,799 |
Once you register, you will receive an auto-generated confirmation mail. Should you face any difficulty while registering, please call Fouzia on +91-99300 77117.
Cafemutual is a business built around people involved in the distribution business. So whether its news and industry updates or providing learning opportunities or conducting training programs – we have you covered.
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