On 2 August 2019, the 4th India Wealth Management Conference was held in Mumbai, the financial capital of India. Over 400 wealth management professionals, including CFA® charterholders, attended the conference to learn from and network with some of the best minds in the global and Indian wealth management industry.
With CFA Institute as co-host, the event was delivered by CFA Society India to provide delegates an opportunity to gain insights on best practices and frameworks on setting up a family office with philanthropic goals, life planning, manager selection, and credit markets.
As in the previous years, the conference was a huge success, bringing together more than 400 wealth management professionals from well-known financial organisations. Organic social media posts on Twitter on the day drove close to 56,000 impressions of the event in total and over 1,300 engagements. With 12 journalists in attendance from across media, the event received nearly 90 pieces of total coverage – a 31% YOY increase. Of these, 19 pieces of coverage were from Tier 1 media, a 58% YOY increase.
The day-long 4th India Wealth Management Conference stellar line-up of global and Indian speakers included Dr. Duvvuri Subbarao, former governor, Reserve Bank of India; Uday Kotak, founder, MD, and CEO, Kotak Mahindra Bank; George Kinder, president, Kinder Institute of Life Planning; Lakshminarayana Kollengode, chief endowment officer, Azim Premji Foundation; and Samiran Chakraborty, chief economist, India, Citigroup, among others.
Uday Kotak, founder, MD and CEO, Kotak Mahindra Bank, stressed, “Directors on a company’s board need to ask questions, no matter how silly they seem. Solutions come from the pursuit of these questions. One of the many important pillars of governance is directors, not just one but the entire body of directors.”
Navneet Munot, CFA, chairman, CFA Society India, said “Finance is for the ultimate good of society. Wealth management professionals, many of whom are CFA® charterholders, have an important role to play here by setting high standards and demonstrating the highest level of professionalism while managing the wealth of their clients.”
“Brilliant planning and choice of speakers”, “value adding and productive”, “educative conference with many interesting and enlightening topics”, “great networking with fellow charterholders and industry colleagues”, were few of the positive comments received, well highlighting the positive impact of this marquee event.
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