Morningstar India Announces Agenda & Speakers for 2nd Annual Investment Conference


By K. Ashwin Mob: 00919920183006 E-mail:

Morningstar India, a wholly owned subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is holding its second annual Morningstar Investment Conference, 1-2 November at the Grand Hyatt Mumbai. Modeled after the popular Morningstar Investment Conference held in the United States each June, the conference features influential money managers, veteran brokers, institutional investors, financial advisors, and Morningstar executives and analysts sharing their insight and debating timely topics for investors in India.

Featured speakers for the event are Joe Mansueto, founder and chairman of Morningstar; Ashishkumar Chauhan, Interim CEO, Bombay Stock Exchange, and G.N. Bajpai, chairman, NPS Trust and former chairman of SEBI. Mansueto will discuss the opportunities and challenges that lie ahead for the Indian mutual fund industry in a general session on the conference’s second day. Chauhan will deliver the 1 November keynote address, while Bajpai will give the conference keynote address on 2 November with a focus on pension planning.

Conference topics address a broad range of subjects to help Indian investors develop strategies for the current uncertain environment and rapidly-changing market dynamics. Topics include an overview of the global economy and equity markets, target-date fund investing, the outlook for debt funds, techniques to enhance stock and mutual fund portfolios, behavioural finance models, methods for predicting fund performance, and implementing alternate asset classes such as commodities, real estate, and private equity.

Other scheduled speakers for the conference include:

Ø A Balasubramanian, Chief Executive Officer, Birla Sun Life Asset Management Company

Ø Ajay Bagga, Managing Director & Head, Private Wealth Management, Deutsche Bank, India

Ø Amitabh Mohanty, Head – Debt Strategy, Reliance Capital Ltd.

Ø Andrew Holland, Chief Executive Officer, Ambit Investment Advisors Pvt. Ltd.

Ø Ashishkumar Chauhan. Interim Chief Executive Officer, BSE Ltd.

Ø Daniel Needham, Managing Director, Morningstar Investment Management Asia-Pacific

Ø Dhruva Chatterji, Senior Research Analyst, Morningstar India

Ø G N Bajpai, Chairman, NPS Trust & Former SEBI Chairman

Ø Grant Kennaway, Head of Fund Research, Asia Pacific, Morningstar, Inc.

Ø Hemant Rustagi, Chief Executive Officer, Wiseinvest Advisors

Ø Joel Bloomer, Head of Equity Research, Asia Pacific, Morningstar, Inc

Ø Kenneth Andrade, Group Director, IDFC Asset Management Company Ltd

Ø Krishnamurthy Subramanian, Faculty in Finance, Indian School of Business

Ø Kumaresh Ramakrishnan, Head – Fixed Income, Deutsche Asset Management (India) Pvt. Ltd

Ø Lakshmi Iyer, Senior Vice President & Head – Fixed Income & Products, Kotak Mahindra AMC Ltd.

Ø Madhusudan Kela, Chief Investment Strategist, Reliance Capital Ltd.

Ø Monika Halan, Editor, Mint Money

Ø Nilesh Shah, President, Axis Bank Ltd.

Ø Nimesh Shah, Managing Director & Chief Executive Officer, ICICI Prudential Asset Management Company Ltd.

Ø Prashant Jain, Executive Director & Chief Investment Officer, HDFC Asset Management Company Ltd.

Ø Prasun Gajri, Chief Investment Officer, HDFC Life

Ø Rajiv Anand, Managing Director & Chief Executive Officer, Axis Asset Management Company Ltd.

Ø Rakesh Jhunjhunwala, Founder Partner, Rare Enterprises

Ø Ramesh Damani, Member, Bombay Stock Exchange Ltd.

Ø Ranjeet S Mudholkar, Vice Chairman & CEO, Financial Planning Standards Board India (FPSB India)

Ø S Nagnath, President & CIO, DSP Blackrock Investment Managers Pvt. Ltd.

Ø Sandesh Kirkire, Chief Executive Officer, Kotak Asset Management Company Ltd.

Ø Sanjiv Shah, MD & Co-CEO, Goldman Sachs Asset Management Company Ltd.

Ø Sanjoy Bhattacharya, Managing Partner, Fortuna Capital

Ø Sankaran Naren, Chief Investment Officer, ICICI Prudential Asset Management Company Ltd.

Ø Sundeep Sikka, Chief Executive Officer, Reliance Asset Management Company Ltd.

Ø Sunil Singhania, Head – Equity Investments, Reliance Asset Management Company Ltd.

Ø Surjit Singh Bhalla, Chairman, Oxus Investment Pvt. Ltd.

Ø Suyash Choudhary, Head – Fixed Income, IDFC Asset Management Company Ltd.

Ø Tarun Chugh, Chief Distribution Officer, ICICI Prudential Life Insurance Company Ltd.

Ø Vicky Mehta, Senior Research Analyst, Morningstar India

Ø Vikaas Sachdeva, Chief Executive Officer, Edelweiss Asset Management Company Ltd.

Registration for the conference costs INR 7000 per person plus taxes, with discounted rates available for groups of three or more delegates. For the full agenda, hotel, and registration information, please visit Full-time members of the media may receive a complimentary registration to the Morningstar Investment Conference India. If you are a journalist and wish to attend the conference, please email Nikita More at


About Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment advisor subsidiaries and has approximately $195 billion in assets under advisement and management as of Sept. 30, 2012. The company has operations in 27 countries.


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