Mid Year 3D Virtual Event 2022

Summer of ’22: Equity is in the Air

CONFLUENCE OF TOP PORTFOLIO MANAGERS IN INDIA

8th & 9th July, 2022

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Mark Your Calendar

8th July 2022

9th July 2022

What Can One Expect?

Relatable Questions

As concerns with the markets and the economy persist all along, we will take up real questions that investors are asking and seeking answers to, from the best investing minds in the country today

Revered Managers

We promise to bring the best money managers in the country, all in one action packed event spread over 2 days as they share experience & discuss the challenges & opportunities in the market

Roaring India

As the Indian corporate and economic recovery happens, we are sure it will happen with a roar, and we take the challenge to find insights on how investors can participate in this roaring recovery

Realistic Solutions

As we understand and value the time of our clients and investors, we aim to provide realistic solutions through this event, that will provide the right perspective and method to investing for wealth creation

We welcome you to this insightful experience!

Esteemed Speakers

Bharat Shah Portfolio – ASK Group

Executive Director, ASK Group

Rajesh Kothari Portfolio – AlfAccurate

Founder & MD, AlfAccurate Advisors

Prashant Khemka Portfolio – White OAK Capital

Founder - White Oak Capital Management

Raamdeo Agrawal Portfolio – Motilal Oswal

Chairman, Motilal Oswal Financial Services Limited

Aakash Desai Portfolio – Private Credit, 360 One Asset

Head- Private Credit, 360 One Asset

Anirudhha Sarkar Portfolio – Quest Investment Advisors

CIO & Portfolio Manager, Quest Investment Advisors

Madanagopal Ramu Portfolio – Sundaram Alternates

Head - Equities and Fund Manager, Sundaram Alternates

Anunaya Kumar Portfolio – National Sales Head, 360 One Asset

President & National Sales Head, 360 One Asset

Prateek Pant Portfolio – WhiteOak Capital

Chief Business Officer, WhiteOak Capital Management

Shekhar Daga Portfolio – ICICI Prudential AMC

Head- Private Capital, ICICI Prudential AMC

Kunal Pawaskar Portfolio – Portfolio Management Services

Principal Officer & Head - PMS, Tata AMC

Manish Sonthalia Portfolio – Motilal Oswal PMS

Executive Director & CIO, Motilal Oswal AMC

Rajesh Bhatia Portfolio – ITI Long Short Equity Fund

Managing Director & CIO, ITI Long Short Equity Fund

Shahzad Madon Portfolio – Nippon Asset Management

Head, Alternate Assets, Nippon Asset Management

Hitesh Zaveri

SVP & Head- Listed Equity Alternatives, Axis AMC

Samit Vartak Portfolio – SageOne PMS

Founding Partner and CIO, SageOne Investment Managers

Geetika Gupta Portfolio – ICICI Prudential AMC PMS

Fund Manager, ICICI Prudential AMC

Bhavin Shah Portfolio – Sameeksha Capital

Portfolio Manager, Sameeksha Capital

Hiren Ved Portfolio

Co-Founder and CIO, Alchemy Capital

Vaibhav Sanghavi Portfolio – Avendus Capital

Co-CEO, Avendus Capital Public Markets Alternate Strategies LLP

Harsh Agarwal Portfolio – equity hedge PMS

Head - Alternative Strategies, Tata AMC

Siddhartha Bhaiya Portfolio – Aequitas PMS

Managing Director Aequitas Investment Consulting Private Limited

Manoj Bahety Portfolio – Carnelian Asset Advisors

Co-founder & Portfolio Manager, Carnelian Asset Advisors

Karthik Athreya Portfolio – Sundaram Alternates

Director and Head of Strategy - Alternative Credit, Sundaram Alternates

Vikas Khemani Portfolio – Carnelian Asset Advisors

Founder, Carnelian Asset Advisors

Esteemed Moderators

Lakshmi Iyer Portfolio – Kotak AMC

CEO - Investment & Strategy, Kotak Investment Advisors Ltd

Kamal Manocha

Founder & CEO, PMS AIF World

Mohit Bhagat Portfolio – Biz. Development, Alchemy Capital

Head - Channel Biz. Development, Alchemy Capital

Ajay Vaswani Portfolio – ITI Long Short Equity Fund

Chief Business Officer, ITI Long Short Equity Fund

Gaurav Proothi Portfolio – Alternates, Axis Asset Management

Vice President & Channel Head – Alternates, Axis Asset Management

Naveen Chandramohan Portfolio – ITUS Capital

Founder & Fund Manager, ITUS Capital

Event Schedule

PMS AIF WORLD Mid Year Event 2022- Summer of ’22: Equity is in the Air

Day 1 | 08th July 2022

Welcome Note

Team PMS AIF World

Summer of '22: While equity is in the air, when will it rain again, & how to prepare for the same?

Prateek Pant Moderating Speaker: Kamal Manocha

Perspectives and views on the potential leading sectors and businesses of the next Bull Run

Anirudhha Sarkar | Rajesh Kothari | Vikas Khemani Moderating Speaker: Mohit Bhagat

Summer of '22 brought in Value conscious markets: How does this change the future investment strategy?

Raamdeo Agrawal | Prashant Khemka | Bharat Shah Moderating Speaker: Kamal Manocha

What are the headwinds & tailwinds for Financials, IT, Pharma, Manufacturing, and Speciality Chemicals in the current FY?

Kunal Pawaskar | Madanagopal Ramu | Manoj Bahety Moderating Speaker: Gaurav Proothi

Investing Do’s and Don'ts for a year like 2022, when stock markets look attractively valued and scary at the same time

Aashish Somaiyaa | Anunaya Kumar | Shahzad Madon Moderating Speaker: Ami Shah

Vote of Thanks and Context for the next day

Team PMS AIF World

Day 2 | 9th July 2022

Welcome Note

Team PMS AIF World

Does recent fall in highly priced growth stocks provide an opportunity to invest or does it convey the come back of value conscious investing?

Hitesh Zaveri | Bhavin Shah | Geetika Gupta Moderating Speaker: Ajay Vaswani

Does the Indian economy really present a once in a lifetime opportunity for Wealth Creation in this so-called Golden Decade?

Hiren Ved | Samir Arora | Rajesh Kothari Moderating Speaker: Naveen Chandramohan

What pros & cons can Equity investors learn from the last 3 year experience of Equity Long Short Funds?

Harsh Agarwal | Vaibhav Sanghavi | Rajesh Bhatia Moderating Speaker: Kamal Manocha

Driving Portfolios across multiple cycles making 10X returns in 10Y

Manish Sonthalia | Siddhartha Bhaiya | Samit Vartak Moderating Speaker: Kamal Manocha

Expected Risk Reward of Fixed Income through Private Credit Alternative Investment Funds

Aakash Desai | Shekhar Daga | Karthik Athreya Moderating Speaker: Lakshmi Iyer

Vote of Thanks

Team PMS AIF World

Who Should Register?

HNIs

NRIs

Advisors

Distributors

Planners

Industry

Students

Professionals

Aspirants

Media

Event Gallery

2022 Annual Event and Awards

2021 Annual Event and Awards

2020 Annual Event and Awards

Do Not Simply Invest, Make Informed Decisions

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