Uday Dhoot has almost 16 years of experience in the field of wealth management and investment advisory and is currently a Founding Partner at Venn Wealth, a firm focused on building a multifamily office setup for new age entrepreneurs. The company is a SEBI Registered RIA. He has tried his hand in building a robo advisory platform for youngsters under the name Oye Paisa and has built financial advisory business across India, including a presence in North East. He is the founding Executive Member of Council of Financial Planners India. He also plays an active role in the local CFA Society and part of the advocacy team. He is a Bangalore University rank holder during his BBM days, a CFA charter holder and CFP Certificant. He was India’s first to get the CIPM certificate from CFA Institute of USA. He can be regularly seen in news channel such as CNBC Awaaz, CNBC TV18, ET Now and you can find his quotes & articles in various newspapers and magazines like Outlook Money, ET, Mint, Money Control. Uday is a marathon runner and daily yoga practitioner.

Uday Dhoot, CIPM, CFAFounding Partner, Venn Wealth

Navneet Munot, CFAChairman, CFA Society India, CIO, SBI Funds Management Pvt. Ltd.

Navneet Munot joined SBI Funds Management as Chief Investment Officer in December 2008. He has over 24 years of rich experience in Financial Markets. In his role, Navneet is responsible for overseeing investments worth over USD 42 billion across various asset classes in mutual fund and segregated accounts. In his previous assignment, he was the Executive Director & Head – multi –strategy boutique with Morgan Stanley Investment Management. Prior to joining Morgan Stanley Investment Management, he has worked as Chief Investment Officer – Fixed Income and Hybrid Funds at Birla Sun Life Mutual Fund and worked in various areas such as fixed income, equities and foreign exchange. Navneet is the chairman of Indian association of Investment Professionals. His articles on matters related to financial markets have widely been published.Navneet is Nominee Director on the board of Sbi Pension Funds (P) Ltd. Navneet is a postgraduate in Accountancy and Business Statistics and a qualified Chartered Accountant. He is also a Charter Holder of the CFA Institute and CAIA Institute. He has also done FRM.

Nick Pollard Managing Director, Asia Pacific, CFA Institute

Nick Pollard joined CFA Institute in 2016 as managing director for Asia Pacific. Based in the Hong Kong office, he also oversees operations in Beijing, China and Mumbai. Nick manages a broad array of responsibilities at the CFA Institute including working with all the CFA Institute stakeholders, increasing the number of candidates entering and moving through the organization’s credentialing programs, and working with institutional partners (employers) throughout the region. He will be actively engaged with all the 19 CFA Institute societies that represent 23,000 members in the APAC region.Nick is a seasoned wealth management and banking expert and brings in a unique combination of strategic leadership skills as well as learning and professional development expertise. Prior to joining the CFA Institute, Nick was CEO of The Royal Bank of Scotland’s Coutts Asia. Nick earned his B.A from University College, London and is a Member of the Private Wealth Management Association. He has lived and worked in the APAC region since 2009 and resides in Hong Kong.

CFA SocietyIndia

2ND INDIA FINTECH CONFERENCE 2019

The CFA Society India is organizing the 2nd Fintech Conference at Bengaluru on Friday the 8th of March 2019.

Objective of the conference is to deliberate on the disruption caused and opportunities created by Technology in Global Finance. We would cover the challenges and opportunity in adoption of technology in various subsectors such as Lending, Payments, Insurance, Wealth Management etc.

Disruption, Disintermediation and Decentralisation

Date: Friday, March 8, 2019 Venue: ITC Gardenia, Bengaluru Time: 9.00 am to 5.30 pmCE Hours: 5REGISTER AT: https://in.explara.com/e/2ndindiafintechconference2019

Friday, March 8, 2019 | ITC Gardenia, Bengaluru

CONFIRMED SPEAKER PROFILES

© 2019 CFA Institute. All rights reserved.

Varun DuaFounder & CEO of Acko General Insurance Limited

Varun Dua is founder and CEO of Acko, an insurance carrier in India that operates in the P & C space. Acko is India's first digital only insurer to receive the regulator's nod and is backed by investors such as Accel, Swiss Re and Amazon. Acko creates high frequency use case products around ride sharing, online travel booking etc. Acko operates on sharp pricing and digital distribution model for traditional products like auto insurance. Prior to Acko, he co-founded Coverfox.com – digital broking platform and also an insurance software services firm. He started his career with AIG and was part of the early team when AIG started in India.

Varun MalhotraPrincipal, Quona Capital

Varun Malhotra is a principal at Quona Capital and has a decade of venture capital investing experience across technology, financial services startups. Quona Capital is a venture capital firm which focuses on financial technology for the underserved and invests across emerging markets. Varun focuses on Quona’s investment activities and portfolio in Asia and was recently recognized by Forbes 30 under 30 for Venture Capital in Asia.

Sucharita Mukherjee Co-Founder & CEO of Kaleidofin Private Limited

Sucharita is passionate about access to financial services for all, she believes in “finance for freedom”. She is the co-founder of Kaleidofin, a fintech platform that provides intuitive and tailored financial solutions to underbanked customers. Prior to this, she co-founded the IFMR group and most recently was the group CEO of IFMR Holdings. She conceptualized and founded IFMR Capital, building capital markets access for financial inclusion and IFMR Investments, an alternatives fund management platform focused on informal sector finance. Sucharita was chosen as one of the “top 40 under forty” business leaders by Economic Times in 2016 and named amongst India’s top 20 fintech change makers in 2017. Prior to her move to India, Sucharita was an investment banker at Morgan Stanley and Deutsche Bank in London, working primarily on credit derivatives

Kunal ShahFounder of CRED, FreeCharge

Kunal is the Founder of CRED and FreeCharge. Post FreeCharge's acquisition by Snapdeal in 2015, Kunal served as an advisor to Y-Combinator, Sequoia Capital India, and Times of India. Kunal recently launched CRED – an initiative to celebrate and reward the most creditworthy people of India. He has a been an investor in ventures such as GOJEK, Zilingo, Unacademy, Razorpay and many more along with holding the position of Chairman at the Internet and Mobile Association of India in 2016. Kunal is also a voracious reader and is fascinated by the human mind and behavioural economics.

Lizzie ChapmanCEO & Co-Founder, ZestMoney

Lizzie Chapman is the CEO of ZestMoney, which is one of the largest and fastest growing consumer lending fintech company in India. She co-founded ZestMoney in 2015 and the company is the first completely automated consumer digital lending platform in India.Before co-founding ZestMoney, Lizzie worked with Goldman Sachs in London for 5 years. In 2011, she moved to India to set-up and spearhead Wonga’s India operations. In 2013, she joined Development Bank of Singapore and led the launch of ‘Digibank’, which was India’s first mobile-app only bank at that time.Lizzie is a leading figure in the fintech landscape of India and was honored with the ‘Female Fintech Leader’ award in 2017.She is a founding member of the Digital Lending Association of India and has been instrumental in driving the adoption of digital finance in India.

Abhishek Loonker Director, CFA Society IndiaDirector – Investments, Ascent Capital

Abhishek Loonker currently works as Director – Investments at Ascent Capital. He has over 15 years of experience spanning private equity, corporate strategy and Treasury. Previously, Abhishek worked as Project Manager with Jain Group. Abhishek is a CFA charter holder, a gold medalist MBA from MATS School of Business and has also completed executive education program in Corporate restructuring and M&A from Harvard Business School. He has also been awarded ‘40 under 40’ in Alternative Investment industry by AIWMI & IAAIF in January 2018.As part of his volunteering initiatives, he serves as Director on the board of the CFA Society India and is also a board observer at BigBasket.com and Laqshya Media.

Chris Skinner Independent Commentator, theFinanser.comAuthor of Digital Bank ValueWeb and Digital Human books

Chris Skinner is known as the most influential person in technology in the UK. He is an independent commentator on the financial markets and fintech, through his blog theFinanser.com and author of the bestselling books Digital Bank, ValueWeb and Digital Human. ValueWeb describes the impact of Fintech and how mobile and blockchain technologies are changing the face of finance in building an internet of value. Digital Bank provides a comprehensive review and analysis of the battle for digital banking and strategies for companies to compete. Digital Human, released in March 2018, builds on these two themes but looks at the wider picture of digitalisation, and how this is a revolution as it allows everyone from the plains of Africa to the mountains of Tibet to be included. In his day job, he is Chair of the European networking forum The Financial Services Club and Nordic Finance Innovation, as well as being a Non-Executive Director of the Fintech consultancy firm 11:FS, and on the advisory boards of various firms including B-Hive, Bankex, empowr, IoV42, Innovate Finance, Life.SREDA, Moven, Meniga, Pintail, Project Exscudo and the Token Fund.

M B Mahesh, CFAAssociate Director, Kotak Institutional Equities

Mahesh has been with Kotak Institutional Equities since 2010 and leads the firm’s equity research in the banking vertical. Before this, he was with Edelweiss Capital and has also worked with Standard Chartered Mutual Fund and ABN Amro in the past.Mahesh is a CFA charterholder, has an MBA from IIM Indore and a bachelors in commerce degree from Madras University. Mahesh has consistently ranked amongst the top 3 analysts in the banking sector coverage by leading polls.

Subramanya SV Co-founder & CEO of Fisdom

Subramanya S V (Subu) is the Co-founder and CEO of fisdom, a platform for personal finance across investments, savings and protection. Fisdom (along with MyWay Wealth, also owned by Fisdom) blends technology with financial advice to bring simplicity, accessibility and trust in financial investments for the vast underserved population in India. Prior to fisdom, Subu was a Partner at Bessemer Venture Partners where he led the firm’s technology investment activities in India. He served on the boards of Bharat Matrimony, TaxiForSure, Snapdeal, Nephroplus and many others. Subu holds an MBA from IIM Ahmedabad and Bachelors degree in engineering from Mysore University.

Shreenivas Kunte, CIPM, CFADirector, Continuing Education and Advocacy, CFA Institute

Shreenivas Kunte is a director for continuing education and advocacy at CFA Institute. In this role, Shreenivas contributes to thought leadership and publication of white papers in the investment profession. He writes in leading media publications and represents the CFA Institute at conferences and forums.Shreenivas has an avid interest in promoting technology use in all fields including finance and serves as an external research scholar at the Indian Institute of Technology Bombay. Prior to joining the CFA Institute, Shreenivas worked as the country trading strategist for Citi in Tokyo, Japan.

Shalabh Singhal, CFACo-Founder of ZipLoan

Shalabh Singhal has more than 10 years of experience across Finance, Technology, Sales and is the Co-Founder of ZipLoan, a fintech NBFC incorporated in 2015 with a mission to provide Indian MSMEs an easy access to credit. Till date ZipLoan has disbursed close to INR 180 Cr in loans to over 4,000 MSMEs across various cities in India.He previously founded Credence, a Client Relationship Management product company serving clients in Education, Finance, Hospitality, Health care and Real Estate sector.He started his career with Goldman Sachs, New York. During his stint with Goldman Sachs he built financial products for Goldman’s Institutional clients like GE and IBM. Shalabh is a CFA Charterholder and holds an electrical engineering degree from IIT-BHU.

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