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

Monday, August 24

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