CII MF Summit 2014: Programme Schedule

CII is organising the decade edition of the Mutual Fund (MF) Summit 2014, CII’s 10th International Conference scheduled on 26 June 2014 at Hotel The Lalit, Sahar Road, Andheri (E), Mumbai.

                              

Tentative Programme          

                         

  08.45 – 09.30 hrs: Registration of Delegates

  09.30 – 10.50 hrs: Inaugural Plenary

The Indian mutual fund industry accounts for only 0.43% of the global mutual fund industry.

The industry has completed 2 decades in India, with penetration of 5 to 6% of GDP, which showcases the challenge of the minimal savings rate that India has. The CII Mutual Fund Summit in its decade edition seeks to challenge the status quo of the industry today in terms of existing distribution models, penetration of mutual funds, products available and their investor awareness and optimum communication to investors about mutual funds as a potentially successful investment mode.

This Summit has been categorized into three phases which seek to understand product differentiation, alternative distribution models and the market positioning of the mutual fund product amidst the array of financial products available from the point of view of customer appreciation.

09.30 – 09.35 hrs

Welcome and Introductory Remarks Chetan Tamboli

Chairman, CII Western Region and Chairman & Managing Director Steelcast Ltd.

0935 – 0945 hrs     

Summit & its Objectives A Balasubramanian

Chairman – CII Mutual Fund Summit 2014 and

Chief Executive Officer Birla Sun Life Asset Management Co. Ltd.

09.45 – 09.55 hrs    

Address on Mutual Fund Industry – A Leap Forward  Sundeep Sikka

Chairman - Association of Mutual Funds in India (AMFI) and Chief Executive Officer

Reliance Capital Asset Management Co. Pvt. Ltd.

                         

09.55 – 10.00 hrs:

Release of CII - PwC Report: 'Indian Mutual Fund Industry: Challenging the Status Quo - Setting the Growth Path'

10.00 – 101.0 hrs

Overview on the Report Gautam Mehra

Executive Director – Tax and Regulatory Services PricewaterhouseCoopers Pvt. Ltd.

10.10 – 10.25 hrs    

Special Address Uday S Kotak

Executive Vice Chairman and Managing Director

Kotak Mahindra Bank Ltd.

10.25 – 10.45 hrs

Address by Chief Guest U K Sinha Chairman

Securities and Exchange Board of India (SEBI)

10.45 – 10.50 hrs

Concluding Remarks A Balasubramanian

10.50 – 11.00 hrs

Changeover  

 

1100 – 1200 hrs:

 CEOs' Interactive Roundtable I – Challenging the Status Quo – Indian Mutual Fund Industry over the last 2 Decades

Moderated by: Vivek Law , Editor Bloomberg TV India

The growth of the Indian mutual fund industry over the span of two decades needs to be assessed from the perspective of distribution, investor awareness, product design and the potential of schemes which are offered today.

Although the industry has matured and multiplied its base of investors, there is still a huge gap to fill in terms of penetration and spreading the awareness of mutual fund products to investors, helping them to channelize their savings into these products rather than investing in gold and real estate. We need to examine some alternative distribution models and extract some of the best practices which could be replicated in the Indian market. Some of the other industries like insurance, banking, retail etc have implemented some path breaking solutions to bring in innovation in products, distribution and reaching out to their customers. The industry needs to leverage the technology solutions at hand and ride the social media wave to understand their client needs and create products which suit their risk appetite and fulfill their financial goals.

 

At this CEO roundtable,

'We will discuss how we can Challenge the Status Quo that the industry is in today. '

Milind Barve, Managing Director

HDFC Asset Management Co. Ltd.

Leo Puri, Managing Director

UTI Asset Management Co. Ltd.

 

Arvind Sethi, Managing Director and Chief Executive Officer

Tata Asset Management Ltd.        

Alka Banerjee Managing Director and Chief Executive Officer

Asia Index Pvt. Ltd.

 

Ashu Suyash Chief Executive Officer

L&T Investment Management Ltd.          

V Ganesh Chief Executive Officer

Karvy Computershare Pvt. Ltd.

           

Vivek Prasad Partner

PricewaterhouseCoopers Pvt. Ltd.            

1200 – 1210 hrs

Question & Answer              

1210 – 1215 hrs

Changeover  

1215 – 1315 hrs:    

CEOs’ Interactive Roundtable II – 'Setting the Growth Path – Managing Market Sentiments in the Current Scenario'

Moderated by:

Mini Menon Executive Editor Bloomberg TV

The second phase of the discussion through this panel seeks to address the ways the Asset Management businesses will shape up which depends a lot upon how investors perceive the market and how better they can be encouraged to invest into mutual funds more.

The current scenario has seen some additions in investor folios and an increased amount of investment being channelized into equity. A steady growth path for the mutual fund industry can only be fostered through a continuous engagement with the customer attracting him to the basket of mutual fund products, engaging him to stay invested for a long term in order to fulfill his financial and investment goals rather than to just earn quick returns.

This roundtable session will discuss how investor sentiments can be effectively managed to entail maximum benefits both for the Asset Managements and investor thereby Setting the Growth Path for the industry.

           

Dinesh Kumar Khara Managing Director and Chief Executive Officer

SBI Funds Management Pvt. Ltd.

           

Sandesh Kirkire Chief Executive Officer

Kotak Mahindra Asset Management Co. Ltd.

           

Jignesh Desai Joint Managing Director

NJ India Invest Pvt. Ltd.

Puneet Chaddha

Chief Executive Officer HSBC Asset Management (India) Pvt. Ltd.

           

N K Prasad President and Chief Executive Officer

Computer Age Management Services Pvt. Ltd.

Speaker

1315 – 1325 hrs

Question & Answer            

1325 – 1425 hrs

Lunch             

Plenary I 1425 – 1525 hrs:

'Product Positioning as a Game Changer for the Industry'

One of the critical aspects of the mutual fund industry today is around the product offering of the mutual fund industry and the benefit or value that it drives for the customer in the long run.

 There are multiple products available in the market which would cater to various income segments, suit multiple risk profiles and meet different requirements or /  financial goals of investors. The complexity arises from the fact that although the products have been categorized in these buckets, there are too many similar kinds of schemes or products available, more or less oscillating between similar yields.

This creates confusion in the minds of the investor when choosing the right kind of product and they may at times end up purchasing the wrong product or in some cases not purchasing anything at all. The industry needs to showcase better product differentiation and impart the right kind of message to investors.

This session will focus on how to rationalize the schemes and generate increased value to customers.

1425 – 1435 hrs

Introduction by Session Chairman  Ashu Suyash Chief Executive Officer

L&T Investment Management Ltd.

1435 – 1450 hrs

 Product design, differentiation & positioning from the perspective of income segmentation, demographics, geography and risk appetite Dhirendra Kumar, Founder and Chief Executive, Value Research India Pvt. Ltd.

1450 – 1515 hrs

Examine alternative business models within the Asset Management area globally and discuss relevance to the Indian market Global Speaker The Capital Group Companies

1515 – 1525 hrs

Question & Answer Session moderated by Ashu Suyash

1525 – 1530 hrs      

Changeover

Plenary II:

1530 – 1630 hrs:

'Aligning Distribution Channels to Foster Successful Partnerships and Alliances'

Distribution and increased penetration of mutual funds in India continues to be a challenge for the asset management industry in India.

The sales and distribution models have largely been open architecture and there is an opportunity to explore efficient alternatives from within the financial services industry and from successful models of other industries.

The MF industry has currently reached a point where in order to accelerate growth we need to apply innovation and learn from other businesses on how to develop a robust and sustainable distribution model. This session will explore how the issue of distribution can be simplified and how much better technology can be employed to increase scalability and break the barriers of distribution.

1530 - 1540 hrs       

Introduction by Session Chairman Vikaas Sachdeva, Chief Executive Officer

Edelweiss Asset Management Ltd

1540 - 1600 hrs

Assess the applicability of alternative distribution models that operate within the financial services sector. Technology as a game changer?           

Subaji Biswas Director – Supply Chain Vodafone India

1600 - 1620 hrs

Case studies of successful distribution models across other emerging markets & what can work for India  S Subramaniam Chief Financial Officer - Head Of IT Function Titan Company Ltd.

1620 - 1630 hrs

Question & Answer Session moderated by Vikaas Sachdeva

1630 - 1645 hrs

            Tea / Coffee Break    

Plenary III:

1645 – 1750 hrs :

Market Positioning of the Asset Management Industry Product Amidst an Array of Financial Services Products before the Investor

The mutual fund industry has completed two decades in the Indian territory, but the biggest challenge of establishing its product in the minds of investors still exists largely . It should be now from a 'push' product to a 'pull' product.

After 20 years now, investors are to find faith in investing in the capital market through the route of mutual largely due to lack of product features and benefits and, to an extent due to concerns about the volatility in markets which acts as a deterrent.

The industry needs to tactfully reach out to potential customers and strengthen itself firmly in the marketplace and position the mutual fund product as the next big investment solution amidst other avenues of investment. This session will explore how in today’s day and age we can use social media machinery and other platforms to engage better with customers and in the long run leverage this to drive additional sales.

1645 - 1655 hrs

Introduction by Session Chairman Harshendu Bindal

President Franklin Templeton Asset Management (India) Pvt. Ltd.

1655 - 1710 hrs

Design and market specific products and communicate them innovatively to the target audience       

Speaker DSP BlackRock Investment Managers Pvt. Ltd.

1710 - 1725 hrs

Relevance of social media campaigns in reaching out to the target audience

Nishant Rao Managing Director LinkedIn India

1725 - 1740 hrs

What more can the industry do to attract the investor to asset management products     

Madhivanan Balakrishnan Managing Director & Global Chief Executive Officer 3i Infotech Ltd.

1740 - 1750 hrs       

Question & Answer Session moderated by Harshendu Bindal

1750 - 1755 hrs Changeover         

Motivational Plenary – The Game Theory: 1755 – 1910 hrs

The Indian Mutual Fund Industry is on the threshold of embarking on a path conducive for its growth and best practices across global scenario needs to be moulded for an accelerated positive traction.

Capital market dynamism and the growth in untapped markets should be in sync after taking in consideration of the key issues and concerns from the plenaries of the day of the Summit.

1755 – 1800 hrs

Introduction A Balasubramanian

Chairman – CII Mutual Fund Summit 2014 and Chief Executive Officer

Birla Sun Life Asset Management Co. Ltd.

1800 – 1900 hrs

Special Motivational Address  Anand Kumar Founder Super 30 - Ramanujan School of Mathematics

1900 – 1910 hrs

Summit Wrap up A Balasubramanian

             

Download Delegate Registration form            

             

 For More Details Contact:  

  Ms Reshma Hinde

Email: conferencewr@cii.in

Phone: +91 22 - 2493 1790   Extn: 423

Fax: +91 22 - 2493 9463, 2494 5831         

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