March 21, 2018
The inaugural Sohn Geneva Investment Conference brings together some of the best and brightest investors in the Swiss hedge fund industry. The Conference will follow the model pioneered in New York City of convening top investors to share market insights while raising funds to support pediatric cancer research, treatment and care.
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Joint Managing Director
Motilal Oswal Financial Services
Mr. Raamdeo Agrawal is the Jt. Managing Director of Motilal Oswal Financial Services Limited (MOFSL). MOFSL is a well-diversified financial services firm offering a range of products and services in securities, commodities, investment banking, asset management and venture capital. He is also the co-founder of Motilal Oswal Securities Ltd. (MOSL) along with Mr. Motilal Oswal. MOSL is the subsidiary of MOFSL engaged in stock broking and retail wealth management, has been consistently rated by Asia Money Broker’s Poll as one of the leading equity research houses in India. Mr. Agrawal is the key driving force behind MOSL’s strong research capability.
Mr. Agrawal is an Associate of Institute of Chartered Accountant of India. He is a member of the National Committee on Capital Markets of the Confederation of Indian Industry. He has been authoring the annual Motilal Oswal Wealth Creation Study since its inception in 1996. He has also featured on ‘Wizards of Dalal Street on CNBC TV 18’. In 1986, he wrote the book Corporate Numbers Game, along with co-author Mr. Ram K Piparia. Research & Stock picking is Mr. Agrawal’s passion.
Former Head of Investments
IDFC Asset Management
Kenneth has spent 25 years in equity research and Funds management in India with a published track record of managing Mutual Fund schemes for the last 13 years. He has been recognized as amongst the more successful stock pickers in the Industry having identified a number of companies that have established category leadership in their respective industry.
At his last tenure at the IDFC Asset Management, he navigated the company’s fledgling equity business, which has just started in 2005 to take it into the top 10 within the industry in a span of 8 years. Kenneth actively managed its flagship equity schemes with a consistent track record over the decade and overlooked the Investment team towards the last six years of his career with the firm. The IDFC Premier Equity Fund was the flagship of the fund house, which he actively managed from March 2006 into September 2015. The CAGR return of the fund was 22% and amongst the best across categories.
Tenets of his Investment philosophy revolve around identifying structural changes in the environment and aligning portfolios to leadership in that Industry. Kenneth’s ability was to spot companies early on into their lifecycle and hold onto his investments across business cycles. He has been consistent in staying away from leveraged balance sheets, while keeping the focus on incremental capital efficiency. Page Industries, Kaveri Seeds, MRF, SKS Microfinance are some of the companies that have leveraged the performance of his funds over his tenure with the industry.
He is currently on a sabbatical from the corporate world, and does plan to return to stock picking in 2016.
President and Chief Investment Officer
DSP Blackrock Investment Managers
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. He holds a Bachelor of Commerce degree from Madras University and a PGDM from Indian Institute of Management, Ahmedabad (class of 1987).
Chief Investment Officer
ICICI Prudential Asset Management
Sankaran Naren, the Chief Investment Officer of ICICI Prudential Asset Management Company (AMC) is known for being a contrarian and value investor. An interesting facet of his investing style is he will invest against the tide and stick to his convictions.
Naren is a leading voice on the Indian capital markets and his views on macro and markets feature prominently across media locally and globally.
With more than two and half decades of experience in capital markets, Naren has been instrumental in the overall investment strategy development and execution at ICICI Prudential AMC. He currently manages some of the flagship schemes for the fund house delivering an impeccable track record.
By qualification, he holds a B-Tech degree from IIT Madras and PGDM from IIM Kolkata.
Founder and Chief Executive Officer
Akash Prakash is the Founder and the Chief Executive Officer of Amansa Capital Pte. Ltd., an India focused fund. He also manages the overall market risk and acts as the Chief Investment Officer for Amansa Funds’ investment portfolio.
Prior to establishing Amansa Capital in end 2006, Akash was Director of Investments for Temasek Holdings (India). He was responsible for coordinating all of Temasek’s public market and private equity investments in India.
Before joining Temasek, Akash spent 6 years as a Portfolio Manager for GIC – The Government of Singapore Investment Corporation where he managed US, Pan-Asian and Indian investment portfolios.
Akash also spent 6 years in the 1990s with Morgan Stanley Asset Management where he was an Executive Director and Portfolio Manager of the Morgan Stanley Growth Fund. He also had responsibility over the India Investment Fund. MSAM was one of India’s largest foreign investors during this period.
Founder and Managing Director
TVF Capital Advisors
Shiv Puri is the Founder and Managing Director of TVF Capital Advisors. The TVF Fund is one the leading foreign portfolio investors in public equities in India. Puri has 15 years of investing experience in global equity markets including 12 years in Indian equity markets. He has appeared on CNBC, ET Now, Bloomberg TV and Zee TV. He has been quoted in the Economic Times and the Singapore Business Times. Mr. Puri holds a B.S. degree with honors in Finance at the Wharton School and a B.S. degree in Systems Engineering from the University of Pennsylvania.
Prior to being an entrepreneur, Puri has had extensive experience in finance by working at leading institutions such as Brookside Capital in Boston, Crescendo Ventures in Silicon Valley and Morgan Stanley in New York. At Brookside Capital, he was responsible for making investments primarily in the technology sector for the $4 billion public equity fund. Prior to that, he worked at Crescendo Ventures, a $600 million venture capital firm investing in early stage companies. He started his career at Morgan Stanley in New York in their Real Estate private equity group.
Puri is member of the Young President’s Organization (YPO) in Mumbai and the Confederation of Indian Industry (CII). He is on the management council of Indian Business Leaders Roundtable along with other several Asian business leaders. He is one of the founders of Ashoka University in Sonepat and lifetime benefactor of the Singapore India Education Trust. He is passionate about education related philanthropic causes.
Puri works and resides in Singapore. He is an avid golfer and was a member of Penn’s golf team that won the Ivy League golf championship in 1997. For his contribution, he was awarded the prestigious Academic All American award.
Founder and Head of Global Strategy
Mr. Sharma is the founder of First Global and heads it global strategy group. First Global is a full-service securities house, servicing primarily an institutional client base, across the US, UK, Europe and India. Within the institutional set, First Global deals primarily with global hedge funds devising trading strategies for them globally, including long/short combinations. Mr. Sharma began his career at Citibank in its investment banking division in Mumbai.
Mr. Sharma has an MBA from Asian Institute of Management, Manila where he finished on the Dean’s List and has been widely quoted in the Wall Street Journal, CNBC, Financial Times, and has been featured on shows like The Mind of The Market on NDTV Profit, in addition to being a guest on several shows on finance and the markets on several channels and at events both in India and abroad.
Portfolio Manager and India Country Specialist
J.P. Morgan Asset Management
Rukhshad Shroff, managing director, is a country specialist for Indian Equities and head of the India Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team based in Hong Kong. He leads the India-dedicated equity portfolio management teams in Hong Kong and Mumbai. Rukhshad joined the firm in 1994 as a strategist and equity analyst in India.
Prior to joining the firm, he spent two years with Securities Analysis India Private as an equity analyst. Rukhshad obtained a B.Com. and a M.Com. from the Sydenham College of Commerce and Economics in India. He is also a CFA charterholder.
CIO Equity Investments
Reliance Mutual Fund
Sunil Singhania is CIO – Equity Investments at Reliance Mutual Fund. Sunil graduated in commerce from the Bombay University and completed his Chartered Accountancy from ICAI, Delhi with an all india rank. He has also earned the right to use the Chartered Financial Analyst designation, conferred by CFA Institute, USA.
Sunil has a total experience of over 21 years. Before his association with Reliance Mutual Fund, Sunil gained considerable experience on sell side in Indian equity market.