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11 January 2019

India is one of the key markets for the HSBC Group of which the asset management business is a significant part. As HSBC Global Asset Management India takes the leap to achieve next level of evolution, the objective is to create a platform to share our global knowledge and insights with our growth partners.

India Investment Marathon is an exclusive, by-invite event for the crème-de-la-crème financial advisors, distributors and professional clients in India. The event promises to throw spotlight on global and local trends in the world of investments and cutting edge insights on the investor psyche from our expert panel of global investment specialists and distinguished leaders from the industry.

Why is it called a marathon? - The event consists of back to back sessions lined up on core topics of special economic interest and concerns to the Indian Asset Management industry leading to a stimulating conversation.

India Investment Marathon is scheduled to be conducted on second Friday of January every year and is a platform to network and interact with the who’s who of the industry and increase the social sphere.

Hotel Taj Santacruz  
Chhatrapati Shivaji International Airport
Domestic Terminal
Off Western Express Highway
Santacruz East, Mumbai
Maharashtra 400099, India

Registration & Lunch

13:00 - 14:00

Event registration & lunch

 

Leadership Note

14:00 - 14:10

Welcome remarks
Setting the stage for 2nd edition of India Investment Marathon.

Ravi Menon
India CEO
HSBC Global Asset Management

14:10 - 14:20

Opening remarks
As promised in the first edition of IIM, here we are on the second Friday of January 2019, showcasing HSBC’s global investment capability.

Pedro Bastos
Asia CEO
HSBC Global Asset Management

Global Market Perspective

14:30 - 15:00

Global Macro Economic & Multi-Asset Outlook
Key global macro themes to watch-out for and a view on various asset classes in a world of uncertainty.

Joseph Little
Global Chief Strategist
HSBC Global Asset Management

15:00 - 15:45

Global Equity Outlook: Unparalleled India Advantage
In an increasingly volatile world economy, India appears to be a bright spot, let’s explore how?

Bill Maldonado
Global CIO Equities & Asia CIO
HSBC Global Asset Management

15:45 - 16:15

Rethinking Fixed Income: When Easy Money Comes to an End
Are traditional and static fixed income allocation approaches now outdated?

Geoffrey Lunt
Fixed Income Product Specialist
HSBC Global Asset Management

16:15 – 16:30

Tea break

 

Key Voices

16:30 - 17:10

Distribution partners: Indispensable engine of growth to build a 100 trillion industry
Review of trends in the industry to ensure that distribution partners are enabled to play their critical role

Amit Kumar
Partner and Director
The Boston Consulting Group, India

17:10 - 17:40

Calling the Election
2019 elections through the eyes of one of India’s leading psephologist

Dr. Sandeep Shastri
Pro Vice Chancellor
Jain University

Local Reflection

17:40 – 18:30

How to unlock the next wave of Indian equity returns in an election year - 2019?
Political instability has been a source of concern at times driving economic / financial crisis. Let’s learn to ride this wave.

Tushar Pradhan
India CIO
HSBC Global Asset Management

 

Conclusion

18:30 – 18:40

Concluding remarks

Ravi Menon
India CEO
HSBC Global Asset Management

18:45 – 19:30

Stand-up comedy performance
He was rated among the top Indian comedians by CNN-IBN and was the only Indian to perform in the Hong Kong International Comedy Festival.

Atul Khatri
Indian stand-up comedian and YouTube personality

19:30 – 21:30

Cocktails, networking & dinner

 

HSBC Global Asset Management Speakers

Bill Maldonado

Chief Investment Officer, Asia-Pacific and Global Chief Investment Officer Equities HSBC Global Asset Management

Bill Maldonado is HSBC Global Asset Management’s CIO, Asia-Pacific and CIO for Equities globally. Based in Hong Kong, Bill oversees the investment strategies in the region and works closely with the local CIOs and investment teams to align our strategies, process and best practices for equity portfolio management globally.

Bill has worked in the asset management industry since joining HSBC in 1993 as a European derivative-based portfolio manager and later on, headed up a number of investment functions, such as non-traditional investments (including passive indexation mandates, fund-of-funds, structured products and hedge funds) and the Alternative Investments team. He became Global CIO, Equities and CIO for the UK in 2010 and relocated to Hong Kong in July 2011 to take up his current position.

He holds a Bachelor’s degree in Physics from Sussex and Uppsala Universities, a D. Phil degree in Laser Physics from Oxford University and an MBA from the Cranfield School of Management.

Geoffrey Lunt

Director and Senior Product Specialist, Fixed Income
HSBC Global Asset Management

Geoffrey Lunt is responsible for promoting HSBC’s Asian fixed income capability globally. Before taking up his current position in Hong Kong in July 2011, he managed global bond portfolios for HSBC in London.

Geoffrey has been working in the industry since 1992. Prior to joining HSBC in 2003, he worked as a fund manager at Investec Asset Management where he managed bond funds for insurance companies and UK local authorities. Previously he was a director of Plough Court Fund Management.

Geoffrey holds a degree in Classics from the University of London.

Joseph Little

Global Chief Strategist
HSBC Global Asset Management

Joseph joined HSBC’s Asset Management business in 2007. He is currently Chief Global Strategist, responsible for leading our work on macroeconomic and multi-asset research, and for developing the house investment strategy view. He was previously Chief Strategist for Strategic Asset Allocation and a Portfolio Manager on HSBC’s absolute return Global Macro fund, working on Tactical Asset Allocation. Prior to joining HSBC, he worked as a Global Economist for JP Morgan Cazenove. Joseph holds an MSc in Economics from Warwick University and is a CFA charterholder.

Pedro Bastos

Chief Executive Officer, Hong Kong and Regional Head of Asia Pacific
HSBC Global Asset Management

Pedro joined HSBC in October 2006 as CEO of HSBC Asset Management Brazil and in 2010 accumulated the Regional Head of AMG role for Latin America. In June 2014 he moved to Hong Kong to become CEO of HSBC Global Asset Management and Regional Head of Asia Pacific HSBC Global Asset Management. He is an Executive Committee member of the Hong Kong Investment Funds Association, Corporate Advisors Council member of the Hong Kong Securities and Investment Institute, Asset Management Group Steering Committee member of the Asia Securities Industry and Financial Markets.

In Brazil he was an active member of number of industry organisations such as: Board Member of the Financial Industry Association of Brazil (ANBIMA); Founder and Board Member of the Minority Investors Association (AMEC); and CEO of BRAiN – Brazil Investments and Business, a think tank created to help develop the local business and capital markets environment and promote São Paulo as a Business and Financial Center.

Before joining HSBC, Pedro worked at one of the leading banks in the Brazilian Capital Markets. He held various positions such as Head of Research, Head of Equity Brokerage and Distribution and finally responsible for equities, hedge funds and credit analysis at the bank’s asset management division.

He started his career at First Trust Company, in Saint Paul, Minnesota, where he spent nine years as a securities analyst and assistant portfolio manager.

Pedro graduated from Hamline University (1986) with a B.A. and Major in Business and has an MBA with concentration in Finance from the Carlson School of Management, University of Minnesota (1991).

Ravi Menon

Chief Executive Officer
HSBC Global Asset Management, India

HSBC Asset Management, India is one of the largest managers/advisors of Indian equity and fixed income strategies. He is a member of the HSBC Asset Management Asia Pacific Executive Committee which steers HSBC’s asset management business in the region.

Ravi joined HSBC Group in June 1998 and has held various leadership positions across the HSBC Group. He was previously a Member of the HSBC Bank India Executive Committee and Head Strategy & Planning. His earlier experience included being Chief Executive Officer, HSBC Specialist Investments, Managing Director & Co- Head Investment Banking, HSBC Securities & Capital Markets India.

Tushar Pradhan

Chief Investment Officer
HSBC Global Asset Management, India

Tushar has over 20 years of experience in various roles through his career. He is an MBA in Investment Finance, having graduated from the University of Hartford, Connecticut, USA in 1992. Prior to joining HSBC Global Asset Management, India in June 2009, Tushar has also worked in international positions in the United States for a couple of years before returning to India. In India he has worked with HDFC Asset Management and more recently with AIG Global Asset Management in senior asset management roles.

Keynote Speakers

Amit Kumar

Partner and Director
The Boston Consulting Group, India

Amit Kumar is a Partner and Director in the Mumbai office of The Boston Consulting Group.

Amit has worked extensively with clients in the financial services sector for over 15 years. His work spans geographies across India, Europe and South East Asia. He has developed expertise in driving transformative change, both in large and ambitious mid-sized organisations.

A lot of Amit’s recent work has focused on the disruptive impact of digital in banking and financial services. He has recently authored a report, 'Encashing on Digital: Financial Services in 2020' that explores this subject. He also leads BCG’s work in the fintech space and recently anchored 'PICUP Fintech 2017', India's first fintech summit organized by IBA, FICCI and NASSCOM. He is a member of the FICCI Fintech Committee.

Prior to joining BCG, Amit was an Associate Partner with the Monitor Group, where he cofounded and led the operations of its research venture, Grail Research.

Amit holds a bachelor’s degree in engineering from IIT Delhi.

Dr. Sandeep Shastri

Pro Vice Chancellor
Jain University

Dr Sandeep Shastri is the Pro Vice Chancellor of JAIN – a Deemed to be University and heads its Centre for Research in Social Sciences and Education (CERSSE). He prefers to call himself a researcher by training, a teacher by passion, a trainer by practice and above all a life long learner. His research has focussed on understanding Indian politics from the prism of citizens perspectives. His writings have largely been on Electoral politics, Karnataka politics and Federalism. He has authored over seven books, written over fifty chapters in edited books and over seventy five articles in referred journals. He is the Co-Chair of the Research Committee of the International Political Science Association (IPSA) that focuses on Comparative Survey Research. As the National Coordinator of the Lokniti network, he has been part of the team that has undertaken the National Election Study for the last quarter century. Dr Shastri has served as a Consultant to prestigious international agencies. He has been a United Nations Consultant on Political Parties Reform in the Pacific Rim countries. He was the World Bank Consultant on Governance in Nepal. He leads the Forum of Federations Consultancy Project in Myanmar on Capacity Building for Transition to Democracy. He was also part of the Forum of Federations team that was involved in Consultancy on Constitutional Making in South Sudan and Federalism reform in Sudan. Dr Shastri is a leading election analyst and features regularly on the electronic media and is currently the Election Analyst for India Today TV. Dr Shastri writes for the print media in Kannada, Hindi and English and more than 200 of his OpEd page articles have appeared in well known newspapers. Dr Shastri was privileged to play a key role in drafting Karnataka’s Youth Policy by serving as the Chairman of the Drafting Committee of the said policy. Dr Shastri has lectured at prestigious universities across the world in over 50 countries in all the inhabited continents.

2019

2018

 

India Investment Marathon - Highlights

IIM highlights

IIM highlights

Presentations

Back to reality – Investment strategy - Joseph Little

Download

Unparalleled India advantage – Global Equity Outlook - Bill Maldonado

Download

Rethinking Fixed Income when easy money comes to an end - Geoffrey Lunt

Download

A lotus in the mucky pond - India outlook - Tushar Pradhan

Download

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