Shows
CFA Society India PodcastPodcast | Institutional Equities 2.0 | Nitin Bhasin, Head of Institutional Equities, AmbitNitin Bhasin, Head of Institutional Equities at Ambit, explores how institutional equities are emerging as a powerful driver of India’s capital markets transformation. He highlights the shift from transaction-led broking to insight-driven partnerships and explains how technology and AI are revolutionizing research, deepening analysis, and sharpening institutional investment decisions. Nitin also shares his perspectives on shifting global investor sentiment towards India and why the real opportunities lie beyond the large caps in the rising momentum of ‘New India.’ Key Takeaways:- The shift to AI-powered, insight-led investing- What’s driving FII sentiment and flows into India- Where risks lie and...2025-05-0653 minCFA Society India PodcastFrom Our Archives: Active Value Investing in a Market that Goes Nowhere | Vitaliy Katsenelson, CFAIn this conversation from the 13th #IndInvConf, moderated by Ajay Tyagi, CFA, Head of Equities at UTI Asset Management, Vitaliy Katsenelson, CFA, explores strategies for successfully navigating stagnant markets. He emphasizes the importance of active value investing and details methods to identify undervalued companies with robust fundamentals. Vitaliy discusses common investor pitfalls in sideways markets, shares practical tips for risk management, and highlights how active management can uncover profitable investment opportunities.Key Takeaways:• Dynamics of sideways markets and implications for investor strategies.• Importance of active management in leveraging undervalued opportunities.• Effective risk mitigation techniques to enhance returns in low-growth market...2025-03-2052 min
Financial PerspectivesTransforming Capital Allocation for Long-Term Gains with Sami Mesrour, CFAUnlock capital allocator hacks and discover the secrets to optimizing long-term oriented pools of capital with our special guest - Sami Mesrour, CFA - partner at Jasper Ridge and Board President of CFA Society San Francisco. In this episode, Sami shares key tips and innovative strategies that promise to revolutionize how we approach long-term capital allocation. He delves into several critical areas of portfolio management, including strategic factor allocation, using derivatives prudently, and the integration of illiquid assets. Sami shares tactical strategies for maintaining equity exposure, ensuring your portfolio remains robust and aligned with your benchmarks. The e...2024-08-2817 minCFA Society India PodcastRules-based Long-Term Investing: Quant for Fundamental Study | Chetan Ganatra, CFAIn this episode, Kislay Upadhyay, CFA is joined by Fidelity India’s Director of Equity Research, Chetan Ganatra, CFA to discuss rule-based approaches for long-term investing and its mainstream adoption. They explore how fundamental data can be used to uncover economic & business insights, identify market trends, and develop robust investment strategies.
They discuss:
• Integrating data and narratives
• Creating & testing hypothesis
• Data appropriateness & caution
• Security selection via rule-based approaches
• Diversification for quant strategies
• Position sizing & churn (portfolio turnover)
• Importance of understanding economic & fundamental rationale
• Proper backtesting techniques
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DISCLAIMER :This podcast represents the views and opinions of the originally fea...2024-05-3050 minCFA Society India PodcastThe India Opportunity - Mr. Sunil Singhania, CFA | Founder, Abakkus Asset Manager LLP. | PodcastThe India Opportunity
Our new podcast episode in the series 'Economy and asset classes' is out.
In conversation with Mr. Sunil Singhania, CFA, Founder of Abakkus Asset Management and an Investment management industry veteran. He shares his thoughts with Jolly Balva, CFA on the next decade of India's growth story. They explore the nuances of the key fundamentals drivers of growth for India, with the 'Dragon to elephant' tilt in perspective.
Please read the regulatory disclosure for Abakkus at https://abakkusinvest.com/regulatory-disclosure/
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DISCLAIMER :
This podcast represents the views and opinions...2024-04-1535 min
Financial PerspectivesCorporate Treasury w/ Liz Morley Olinger, CFA - Treasury Manager at ZscalerSend us a message!On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Liz Morley Olinger, CFA, Treasury Manager at Zscaler. Prior to joining Zscaler, she was a Treasury Manager on the Capital Markets team at Cisco. In addition to holding the CFA designation, Liz is pursuing her MBA at Berkeley Haas. She is an active member of the CFA Society San Francisco Young Leaders Council (YLC). Listen to the full interview, where Liz discusses all things treasury including career opportunities for CFA charterholders and ro...2023-05-3107 min