Mutual Fund Conclave

Introduction

The next 40 trillion- How Mutual Funds can build wealth for India's growing investor base 2023 marks a year of maturity for India's Rs. 44 trillion Mutual Funds industry.

Mutual Funds have grown their share in the financial portfolios of India's households. However, there is still a long way to go and new challenges to confront such as the removal of tax benefits and reduction of expense ratios.

Mint Mutual Fund Conclave 2023 will focus on how the industry can position itself for the next growth phase and deal with its challenges.

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Agenda

10 Aug

3:30 PM onwards

3:30 PM – 4:30 PM

Registration

4:25 PM – 4:30 PM

Welcome Address

By Neil Borate, Deputy Editor, Mint

4:30 PM – 4:50 PM

Keynote Address

By Ananth Narayan, Whole Time Member, SEBI

4:50 PM – 5:30 PM

Panel Discussion: Debt Fund Tax - What solutions does the MF industry have?

This panel will discuss the impact of the tax on debt funds, their possible substitution by hybrid funds and new structures that the industry can launch.

Panelists:

Sandeep Jethwani, Co-Founder, Dezerv

Neil Parikh, CEO, PPFAS Mutual Fund

Aashish Sommaiyaa, CEO, WhiteOak Capital Asset Management Ltd

Vinita Jain, Director, Pay It Forward

Moderator: Neil Borate, Deputy Editor, Mint

5:30 PM – 5:45 PM

Podium Address

By Ashish Gupta, Chief Investment Officer, Axis Mutual Fund

5:45 PM – 6:00 PM

Tea Break

6:00 PM – 6:15 PM

Podium Address

By Swarup Mohanty, CEO & Director, Mirae Asset Investment Managers (India) Pvt. Ltd.

6:15 PM – 7:00 PM

Panel Discussion: AA and AI - What's the next wave of innovation in Mutual Funds?

The panel will discuss emerging areas of innovation in mutual fund investing such as the account aggregator system, artificial intelligence and the use of machine learning in both investing and customer service.

Panelists:

Varun Sridhar, CEO, Paytm Money

Dr. Chetan Mehra, Head - Quantitative Investments PMS & Alternative Investments, Bandhan AMC Limited

Vetri Subramaniam, Chief Investment Officer, UTI Asset Management Company Ltd

Moderator: Shipra Singh, Special Correspondent, Mint

7:00 PM – 7:45 PM

Panel Discussion: Expense Ratios, Performance Fees in the Mutual Funds industry

This panel will discuss the impact of Sebi's consultation paper on total expense ratio and performance-based fees, what it would mean for industry and investors.

Panelists:

Radhika Gupta, MD & CEO, Edelweiss AMC

Sandeep Tandon, CEO & Director, Quant Mutual Fund

Avinash Satwalekar, President, Franklin Templeton India

Suresh Soni, CEO, Baroda BNP Paribas Asset Management India Pvt. Ltd

Moderator: Jash Kriplani, Senior Assistant Editor, Mint