Speakers Archives - Family Office Summit India 2013

June 20, 2013

Madhu is a Chartered Accountant with over 23 years of banking experience, initially with the Reserve Bank of India and then with American Express Bank (“AEB”). Since leaving AEB in 2002 as Senior Director, responsible for Commercial Banking and Capital Market activities in India, he has been an advisor to various business groups in India as a wealth management and capital market specialist. He has a keen interest in using commercially viable business models to stimulate and sustain social change.

Speakers Speakers No Comments

June 20, 2013

Mark Nelligan

Mark Nelligan is Pershing’s senior business representative in Asia Pacific, based in Singapore, responsible for relationship management and business development in the region. He is a member of BNY Mellon’s Asia Pacific Executive Committee and is CEO of Pershing Securities Singapore Pte Ltd which holds a capital markets licence to service Singapore financial intermediaries. He has nearly 20 years of financial services experience.

Mark joined Pershing in October 2002 from ING Barings, Singapore where he was the Chief Operating Officer with responsibility for the bank’s commercial and investment banking operational support platform in South East Asia, Vietnam and India. Prior to this, he held several senior operational roles in Hong Kong, India and London.

Mark is a Fellow of the Institute of Chartered Accountants in England & Wales (FCA, ICAEW) and a graduate of Jesus College, Cambridge University.

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June 19, 2013

Atul Gupta

Mr. Atul Gupta is the Founder CEO & Managing Director of Orbis Financial Corpn Ltd.

Chartered Accountant and SAP Consultant with over twenty years of experience in the financial markets.

He comes with a multi faceted experience including Management Consulting, Corporate finance, Treasury followed by Financial services industry in India and abroad.

He conceived the Orbis project during his years in Melbourne staying focused and dedicated to Custody services with a ZERO conflict business model as a Non – Broker and Non – Fund Manager.

As non – conflicting service providers to financial intermediaries, Orbis has become the Service providers of Choice to Private banks, Wealth Managers, Stock Brokers, Portfolio Managers etc.

Speakers Orbis Financial, Speakers No Comments

June 19, 2013

Sunil Shah

Sunil Shah, Founder, Evergreen Family Business Advisors

As a veteran in the Indian stock market, Sunil Shah set up Evergreen Family Business Advisors after giving up the comfort of a regular job as the Managing Director of HDFC Securities.

Evergreen helps in decision-making at family business structures, managing succession at the company level and ultimately transferring wealth from one generation to another. Launched Evergreen Family Office in 2008, before which he was Managing Director of HDFC Securities from 2002 to 2008.

From 1991 to 2001, he was Managing Director of Evergreen Research and Evergreen Broking. He has been President of the Indian Institute of Management Ahmedabad Alumni Association and Chairperson of the Indian Merchant Chamber Finance Sector Committee. He serves on the Advisory Committee of the Chartered Institute of Securities and Investment and advises a leading Global Private Equity Fund.

Sunil also teaches a full course on “Family Business Dynamics” at the Indian Institute of Management, Ahmedabad. Sunil completed a MBA in Finance from the Indian Institute of Management, Ahmedabad.

Speakers Evergreen, Family Businesses in Transition, Speakers No Comments

June 19, 2013

Nikhil Kapadia

Nikhil Kapadia, CEO, Avendus Wealth Management

Nikhil Kapadia is the Co-Promoter of Avendus Wealth Management and heads the business globally.

He brings a rich track record spanning 27 years in creating successful businesses in Financial Services (Investment Management, Corporate Finance, Private Equity and Private Banking).

He has been associated with Deutsche Bank, DSP Merrill Lynch Ltd, DSP Financial Consultants Limited and Oman International Bank.

At Deutsche Bank he headed India’s Private Wealth Management. Under his leadership the franchise grew several folds and was ranked by Asia Money as the Best private Bank in India in 2007 and 2008.
In recognition of this achievement he was elevated to the Bank’s Asia Pacific Wealth Management Committee as the Bank’s Chief Operating officer for overseeing onshore wealth management businesses of the Bank (Seven Asian Countries), based at their head office in Singapore.

He holds a Masters in Management Studies from the SP Jain Institute of Management and Research, Mumbai and is an alumnus of London Business School.

Speakers Avendus, CEO ROUND TABLE, Dream Model of Family Office, Speakers No Comments

June 19, 2013

Ashutosh Ojha

Ashutosh Ojha is the Head of Risk Management and Quantitative Research

MBA (Finance), IIM Lucknow; Bachelor’s degree in Technology, IIT Kanpur

Ashutosh has five years of experience spread across quantitative strategies, analytics and trading.

Prior to joining quant, he worked with Edelweiss as a trading options-based strategist for the Principal Strategies Group. Before that, he worked at ICICI Prudential Life Insurance as a bond trader and Shanti Gestion (Paris-based hedge fund) as a credit derivatives analyst.

Speakers Quant Capital, Speakers No Comments

June 18, 2013

S Naganath

Mr. S Naganath is the President and Chief Investment Officer of DSP BlackRock Investment Managers Pvt. Ltd. He worked with DSP BlackRock Investment Managers Pvt. Ltd. (previously called DSP Merrill Lynch Fund Managers) from its inception (1996) to October 1999 as Chief Investment Officer. He then worked for Credit Suisse Asset Management, New York as a portfolio manager for international equities before re-joining DSP BlackRock Investment Managers Pvt. Ltd. in 2002 as Joint President and Chief Investment Officer.

Prior to his initial position at DSP BlackRock Investment Managers, he had worked in Hong Kong as a portfolio manager with Merrill Lynch Asset Management and GT Management, Hong Kong. Naganath holds a Bachelor of Commerce degree from Madras University and a PGDM from Indian Institute of Management, Ahmedabad (class of 1987).

In a poll conducted by The Asset Magazine in 2001, he was ranked as one of the most astute investors in the Asian markets, amongst his peers on the US East Coast.

Speakers DSP BlackRock, Speakers No Comments

June 18, 2013

Sumesh Mishra

Sumesh holds the position of a Senior Vice President-Finance in the company. He looks after the Sales function at the company and Heads the Sales Team at Sunteck. He also oversees the Investor Relations department and has been instrumental in roping in one of world’s biggest pension fund (Tiaa Cref) to take more than 4 % in the company.

He has also bought in funds like Singapore based Tree-line capital and Stead-view Capital. He also assists in various fund-raising initiatives of the company. He has been associated with company since 2010. His earlier experience included various roles in Corporates like J P Morgan, Brescon Corporate Services and Kumar Builders (KUL).

By qualification, Sumesh is a Chartered Accountant and MBA (Finance).

Speakers Speakers, Sunteck Realty No Comments

June 18, 2013

Swapnil Pawar

Mr. Swapnil Pawar, heads Karvy Capital – the asset management arm of the Karvy Group. He has a diverse experience of over 9 years across strategy consulting, investment advisory and asset management. He has completed his graduation from IIT Bombay in Aerospace Engineering and his Masters in Business Administration from IIM Ahmedabad. He started his career with The Boston Consulting Group in Mumbai in 2004. Here, he worked with clients across various industries including BFSI, engineering and technology.

In 2006, he cofounded PARK financial advisors – A boutique investment advisory firm. In 2009, PARK was acquired by the Karvy Group. Through 2009-10, Swapnil was the Chief Investment Officer for Karvy Private Wealth and headed the investment advisory for High Net Worth clients in Karvy Private Wealth.

Subsequently, he moved to spearhead the beginning of Karvy Capital. In his current role, he manages the Systematic Edge Fund (a category III AIF) and also oversees the proprietary trading strategies run by Karvy Capital. He also looks after the long-only actively managed equities (PMS) and structured products manufacturing.

His interests include Macroeconomics, Quantitative Strategies and Corporate Finance. He has also authored a book titled ‘Anatomy of Froth – Demystifying the Global Financial Crisis and Lessons to Learn’.

Speakers Karvy Capital, Speakers No Comments

June 18, 2013

Ajay Seth

Mr. Ajay Seth is the founder and Chief Mentor for Copal Art.

An entrepreneurial spirit has been the hallmark and driving force behind of Mr. Seth’s 38 year career. Prior to founding Copal Art in 2006, Mr. Seth was the CEO and Managing Director of Lovett & Virginia focused on diversified personal care products.

With a historical background in accounting and audit, Mr. Seth spent time at Godrej, DCM Group and Haryana Breweries. Early in 2000, Mr. Seth began collecting art and in the ensuing years this hobby became his passion and culminated in the founding of Copal Art. Mr. Seth’s vision is to educate and enable all people to appreciate all forms of art with a particular focus on Indian Art.

An avid supporter of artists, Mr. Seth believes in helping to foster their development through sponsored activities and active support.

A graduate of Delhi University with a Bachelors’ in Commerce, Mr. Seth is a Board Member of Ekatra (a body of Raza Foundation) and has been awarded the Amity Global Leadership Summit Award for sectoral excellence in art.

Speakers Family Office Investment Drivers, Finding Value in Alternative Investments, Speakers No Comments

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