How One Wealthy Family Views the Growth of India’s Family Offices and Alternative Investments

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How One Wealthy Family Views the Growth of India’s Family Offices and Alternative Investments

August 24, 2020

Overview

A virtual Asset Owner Series™ event

Dynastic family wealth requires an exceptionally long term view. Hear from one Indian family that takes a very long term view of the local markets and macro trends.

CFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars.

Agenda

8:30 AM | WELCOMING REMARKS

Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Asset Owner Series

8:35 AM | INTERVIEW, DISCUSSION

Interviewer

Pravin Raveendran, CEO, AssetOwner.CO

Interviewee

Nitai Utkarsh, Lead – Investment Strategy & Chairman’s Family Office, Hero MotoCorp, Ltd.

9:15 AM | Q&A FROM AUDIENCE

9:30 AM |  CLOSING REMARKS

Kevin Maxwell, CFA, Managing Director and Head of Capital Markets, CenterSquare Investment Management; Board Member, CFA Society New York

Additional Details

Learning Outcomes

  • Insights on Asset Allocation for Wealthy Families
  • Insights on Concentrated Asset Diversification

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Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

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Refunds, Cancellations, and Substitutions

  • 48 HOURS ADVANCED NOTICE OR MORE:
    • Credit to be issued (to be used within 6 months)
  • LESS THAN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.