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10 January 2020

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.

Welcome to the third edition of India Investment Marathon scheduled on Friday, 10 January 2020.

Please get in touch with your HSBC Mutual Fund RM for further details.

ITC Grand Central  
287, Dr Babasaheb
Ambedkar Road,
Parel, Mumbai - 400 012
Maharashtra, India

Find it on Google Maps

13:00 - 14:00

Registration & Lunch

Leadership Note

14:00 - 14:15

Welcome remarks

Pedro Bastos

Asia CEO,
HSBC Global Asset Management

14:15 - 14:30

Keynote address

Ravi Menon

India CEO,
HSBC Global Asset Management

Global Market Perspective

14:30 - 15:00

Global Investment Strategy: Global asset class view
Key global macro themes to watch-out for and a view on various asset classes across the globe.

Joseph Little

Chief Global Strategist
HSBC Global Asset Management

15:00 - 15:45

Global Equity Market Outlook: India’s position around global uncertainty
With global economies not yet up to the mark, volatile oil price movements, US-China trade war looming and other uncertainties prevailing, how is India positioned to deliver on its potential vis-à-vis other emerging countries?

Bill Maldonado

Global CIO Equities & Asia CIO
HSBC Global Asset Management

15:45 - 16:15

A Brave New World for Fixed Income?
With the recent spate of unfortunate events unfolding in the fixed income space, should investors continue having fixed income in their portfolio. What is the future of the fixed income space in India versus global counterparts?

Geoffrey Lunt

Senior Product Specialist, Asian Fixed Income
HSBC Global Asset Management

Key Voices

16:15 – 16:30

Tea break

NA

16:30 - 17:15

Overcoming growing pains
India is facing growth challenges across sectors, and while the political response has been positive, green shoots are yet to appear. What can we look at to remain positive on the Indian economy?

Pranjul Bhandari

Chief Economist, HSBC India

Local Reflection

17:15 – 18:00

Debt mutual funds still ‘sahi hai’?
Debt mutual fund investors are jittery about a slew of bad news that have hit the debt mutual fund space lately. What can the industry do to salvage the situation?

Panelists:

Ritesh Jain
SVP and Head of Fixed Income, HSBC Global Asset Management India

Umang Papneja
Senior Managing Partner, IIFL Investment Managers

Prateek Pant
Co-founder and Head of Products & Solutions, Sanctum Wealth Management

Jiju Vidyadharan
Senior Director, Funds & Fixed Income Research, CRISIL

Moderated by:
Sumiit Lakhutia
Sr. Anchor & Producer, Times Network

18:00 – 18:45

India Market Outlook 2020: Can the elephant regain its stamina?
With reduction in corporate tax and consumer sentiments becoming positive gradually, will India be on its way to becoming the USD 5 trillion economy. What are the factors pushing India Inc towards this milestone?

Tushar Pradhan

India CIO,
HSBC Global Asset Management

 

Event wrap-up

18:45 – 19:00

Concluding remarks

Ravi Menon

India CEO
HSBC Global Asset Management

19:00 onwards

Cocktails and dinner

*Agenda can change without prior notice

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

Chief Global 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

Ravi Menon is Chief Executive Officer, HSBC Global Asset Management, India. He is also a member of the HSBC Asset Management Asia Pacific Executive Committee which steers HSBC's asset management business in the region. He 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.

Ritesh Jain

Ritesh Jain

Senior Vice President and Head of Fixed Income
HSBC Global Asset Management, India

Mr. Ritesh Jain is Senior Vice President and Head of Fixed Income at HSBC Global Asset Management India and his key responsibility include managing various fixed income funds . He has been working in the industry since 1998. Prior to joining HSBC in June 2019, Ritesh was a Partner and Head of Fixed Income at IIFL Asset Management Limited. His previous stints include DHFL Pramerica Asset Managers, Morgan Stanley Investment Management and Principal PNB Asset Management. On the educational front, Ritesh received a Post Graduate Diploma in Business Administration from K.J. Somaiya Institute of Management Studies and Research, Mumbai.

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

Jiju Vidyadharan

Jiju Vidyadharan

Senior Director - Funds and Fixed Income Research CRISIL Limited

Jiju is currently Senior Director and Business Head – CRISIL Funds and Fixed Income Research. He currently oversees CRISIL Research’s gamut of offerings in the investment research space. His key responsibilities include formulating and executing business strategies, managing client relationships and delivery of high quality analysis. The services offered under Jiju’s leadership include qualitative and quantitative investment research, wealth management solutions, valuation and benchmarking services.

Jiju joined CRISIL in 2003. Through his stint, he has been instrumental in developing investment solutions for leading banks, brokerages, financial distributors and corporates.

Jiju has a Bachelor’s degree in Commerce from BYK College of Commerce, Nasik and a Masters in Business Administration from the JDC Bytco Institute of Management Studies, Nasik.

Pranjul Bhandari

Pranjul Bhandari

Chief India Economist, HSBC

Pranjul Bhandari is the Chief India Economist at HSBC Securities & Capital Markets (India) Private Limited. She is responsible for developing the firm's position on macroeconomics and public policy in India, leading the firm's economics research franchise from Mumbai. Pranjul is part of the Research team based in Mumbai.

Prior to joining HSBC, Pranjul completed a resident fellowship at the IMF in Washington DC after graduating as a Mason Fellow from the Harvard Kennedy School. Previously, she worked at India's Ministry of Finance with the Chief Economic Advisor and at the Planning Commission with the Deputy Chairman. She has held roles as an economist covering Asian markets at Goldman Sachs and at UK's Department for International Development. Pranjul also holds a Master's in Economics from the University of Cambridge, UK and a BA in Economics from St.Stephen's College, New Delhi.

Prateek Pant

Prateek Pant

Co-Founder and Head of Products and Solutions, Sanctum Wealth Management

Prateek Pant is the Head of Products and Solutions at Sanctum Wealth Management and is part of the Founding Management Team.

Prateek oversees the delivery of client solutions for Sanctum Wealth Management in India which includes investments, weath planning, investment banking and real estate services.

Prateek brings with him over 23 years of experience in Banking and Financial Services in India and the Middle East. Prior to Sanctum Wealth Management he worked with RBS Group, Franklin Templeton, Bank of America, ABN Amro Bank, HSBC and Comercial Bank of Qatar in the domains of Retail Banking, Real Estate and Wealth Management.

Prateek holds a Bachelor's degree in Engineering, with a specialisation in Chemical Engineering, from the University of Mumbai.

He has also obtained an MMS degree from the Jamnalal Bajaj Institute of Management Studies, with a specialisation in Finance.

Umang Papneja

Umang Papneja

Senior Managing Partner, IIFL Investment Managers

Umang is the Senior Managing Partner at IIFL Investment Managers and has more than 18 years of experience in investments and wealth management. As a part of his role at IIFL Investment Managers, Umang provides strategic guidance for investment decisions across asset classes including Equities, Real Estate, Fixed Income, Commodities and Alternatives with a focus on continuous product innovation.

Umang has spearheaded launch of several Alternative Investment Funds (AIFs) in India and also serves on the Investment Committee of several AIFs. He is also responsible for third party fund manager due diligence and selection, alternative investments, deal sourcing and provides continuous support to the Sales Team.

Umang holds board positions in a couple of companies including IIFL Alternate Asset Advisors which offers customised fund solutions to ultra-high net worth families. Umang also served on the board of IIFL Wealth Finance Ltd. (a systematically important NBFC) from February 2016 to November 2017.

2019

Presentations

do-you-have-to-be-braveto-exploit-the-new-world-of-fixed-income

Do you have to be brave to exploit the new world of fixed income? - Fixed Income Outlook 2020 - Geoffrey Lunt

Download

the-age-of-uncertainty

The age of uncertainty - Investment Outlook 2020 - Joseph Little

Download

global-equity-outlook-2020

Global Equity Outlook 2020 - Bill Maldonado

Download

can-the-elephant-regain-its-stamina

Can the elephant regain its stamina? - India Outlook 2020 - Tushar Pradhan

Download

 

 

Past events