The Family Office Summit India 2013 is the first international conference on family offices in India. It is scheduled on Tuesday, June 25th 2013 at The Shangri-La Hotel, Mumbai. You can find the detailed agenda below:
Registration and welcome tea and coffee
Aditya Gadge, CEO, Association of International Wealth Management of India
Opening remarks from the Chair
Sandeep Tandon, CEO, Quant Capital
Keynote address: Opportunities and risks – the outlook for wealthy families and entrepreneurs.
Confirmed: Barbara R Hauser, Managing Director, Barbara R Hauser LLC
Author of best-selling book “International Family Governance: A Guide for Families & Their Advisors” (Avoiding Family Fights & Achieving World Peace)
Special Video Address: Future and Growth of Family Office Industry across the globe.
Confirmed: Richard C. Wilson CEO, Family Office Group, USA
Establishing a family office
Confirmed: Richa Karpe, Co-Founder & ED, Altamount Capital
Overview of Global Indian Families
Confirmed: Navita Yadav, COO & Head – Business, IL&FS Trust Company Ltd.
Networking and morning tea and coffee
CEO ROUND TABLE: Which is the dream model of Family Office?
Udayan Ray, Editor, Outlook Money (Moderator)
Mukesh Agarwal, President, CRISIL Research
Nikhil Kapadia, CEO, Avendus Wealth Management
Rajesh Iyer, Head – Investments and Family Office, Kotak Wealth Management
Rajesh Saluja, CEO & MD, ASK Wealth Advisors
Keynote address : Growing family businesses with harmony
Confirmed: Sunil Shah, Founder and CEO, Evergreen Family Business Advisors
Resolving family conflicts
Confirmed: Sandeep Parekh, Founder, Finsec Law Advisors
PANEL DISCUSSION: Private Family Trusts – Need, Legal Issues and Tax implications
Ashvini Chopra, MD and CEO, Universal Trustees Pvt. Ltd.
Rajesh Narain Gupta, Managing Partner, SNG & Partners, Co-founder, Warmond Trustees and Executors Pvt. Ltd (Moderator)
Shailesh Haribhakti, Managing Partner & CEO, Haribhakti Group
PANEL DISCUSSION: Impact Investing- Opportunities for Family Offices
Bindu Ananth, President IFMR Trust (Moderator)
INTERACTIVE DISCUSSION: Finding Value in Alternative Investments
Arpita Vinay, Head – Family Office, Centrum Wealth Management (Moderator)
Ajay Seth, Founder and Chief Mentor, Copal Arts
Ashutosh Ojha, Head of Risk Management and Quantitative Research, Quant Capital
Sanjeev Agarwal, Managing Director, Dynamix Research
Sumesh Mishra, Senior Vice-President (Finance), Sunteck Realty Ltd.
Swapnil Pawar, Chief Investment Officer, Karvy Capital
Investment Style & Strategies for Family Offices
Confirmed: Phillipe H Berthoud, Head Strategies & Markets, Prosperous Group, Switzerland
Establishing a “Best-in-Class” Family Office- Hiring the Right Service Provider
Anurag Seth, Director and Head- Global Wealth Management, Quant Capital (Moderator)
Atul Gupta, Managing Director, Orbis Financial Corporation Ltd.
Milan Ganatra, CEO, Miles Software
Sharad Singh, CEO, Valuefy Solutions
Tariq Aboobaker, Managing Director, Amicorp
Networking and afternoon tea and coffee
CIO ROUND TABLE: Asset Allocation and Evaluating Risks
Nikunj Dalmia, Sr. Editor – Markets, ET NOW (Moderator)
Mark Nelligan, MD, Pershing Securities Singapore Private Ltd
Navneet Munot, Chief Investment Officer, SBI Mutual Fund
S. Nagnath, President, DSP Blackrock AMC
Sandeep Tandon, CEO, Quant Capital
Sankaran Naren, Chief Investment Officer, ICICI Prudential Mutual Fund
Closing remarks from the chairperson and close of the conference
Family Office Summit, India - June 25, Copyright © 2013 Association of International Wealth Management India.