Arjun Badola

Brief notes from cfa society india vip6

Link to twitter thread [contains images as well]: link

Had an opportunity to attend 6th Value Investing Pioneers Summit by CFA Society India on 19th November 2022.

Further, I had great privilege to meet and talk to Prof. Sanjay Bakshi, Rajeshekar Iyer, Ashwini Damani, Saurabh Basrar, and Jitendra Chawala.

There were a total of four speakers but the most I enjoyed was Rajeshekar Iyer’s talk on “The Art of Investing”.

The event started by opening comments of Jitendra Chawala sir and he shared a beautiful quote which I have written down: “Knowledge is like a sphere, the greater its volume, the larger its contact with the unknown” - Blaise Pascal.

Speaker 1: Roshi Jain, Senior Fund Manager, HDFC Mutual Fund.

Talk: “In Pursuit of Alpha”

Key takeaways:

Speaker 2: Sandeep Kothari

Talk: “Deep Simplicity”

Key Takeaways:

Speaker 3: Rajeshekar Iyer

Talk: “The Art of Investing”

Key takeaways:

Final talk was by Vallabh Bhansali, founder of ENAM Group. The talk was about how India has changed and the achievements the country has achieved. I do not have notes for that but I would recommend reading Morgan Stanley’s report “Why This Is India’s Decade” or watch this interview.

Overall, the event was a great opportunity for networking and getting decades of insight by listening to experts of the industry. Looking forward to more such events!