Mid Year 3D Virtual Event 2022

Summer of ’22: Equity is in the Air


8th & 9th July, 2022

Event Partners

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This led to the creation of PMS AIF WORLD, where we focus on best quality products, analysis backed selection, and finest educative approach for informed investment decisions.

Our right intent, and relentless efforts have made us a trusted platform in the space of alternates.


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 – ASK Group

Executive Director, ASK Group

Raamdeo Agrawal Portfolio – Motilal Oswal

Chairman, Motilal Oswal Financial Services Limited

Aakash Desai

Head- Private Credit, IIFL AMC

Prashant Khemka Portfolio – White OAK Capital

Founder - White Oak Capital Management

Anirudhha Sarkar

CIO & Portfolio Manager, Quest Investment Advisors

Madanagopal Ramu

Head - Equities and Fund Manager, Sundaram Alternates

Rajesh Kothari

Founder & MD, AlfAccurate Advisors

Anunaya Kumar

President & National Sales Head, IIFL AMC

Aashish P Somaiyaa

CEO - White Oak Capital Management

Prateek Pant

Chief Business Officer, WhiteOak Capital Management

Shekhar Daga

Head- Private Capital, ICICI Prudential AMC

Kunal Pawaskar

Principal Officer & Head - PMS, Tata AMC

Manish Sonthalia

Executive Director & CIO, Motilal Oswal AMC

Rajesh Bhatia

Managing Director & CIO, ITI Long Short Equity Fund

Shahzad Madon

Head, Alternate Assets, Nippon Asset Management

Samir Arora Portfolio – Helios Capital

Founder, Helios Capital

Samit Vartak Portfolio – SageOne PMS

Founding Partner and CIO, SageOne Investment Managers

Hitesh Zaveri

SVP & Head- Listed Equity Alternatives, Axis AMC

Geetika Gupta

Fund Manager, ICICI Prudential AMC

Bhavin Shah

Portfolio Manager, Sameeksha Capital

Hiren Ved

Co-Founder and CIO, Alchemy Capital

Vaibhav Sanghavi

Co-CEO, Avendus Capital Public Markets Alternate Strategies LLP

Harsh Agarwal

Head - Alternative Strategies, Tata AMC

Siddhartha Bhaiya – Aequitas PMS

Managing Director Aequitas Investment Consulting Private Limited

Manoj Bahety

Co-founder & Portfolio Manager, Carnelian Asset Advisors

Karthik Athreya

Director and Head of Strategy - Alternative Credit, Sundaram Alternates

Vikas Khemani – Carnelian Asset Advisors

Founder, Carnelian Asset Advisors

Esteemed Moderators

Ami Shah

Senior Assistant Editor, ET Prime

Lakshmi Iyer

CIO (Debt) & Head Product, Kotak Mahindra AMC

Mohit Bhagat

Head - Channel Biz. Development, Alchemy Capital

Kamal Manocha

Founder & CEO, PMS AIF World

Ajay Vaswani

Chief Business Officer, ITI Long Short Equity Fund

Gaurav Proothi

Vice President & Channel Head – Alternates, Axis Asset Management

Naveen Chandramohan

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

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