7 months ago
CFA Society India Hosts 16th Investment Conference
The CFA Society India and CFA Institute recently held their 16th India Investment Conference in Mumbai.
Over 600 financial professionals attended to discuss important topics like investing in growing markets, how AI can help make investment decisions, and how world events affect investments.
The conference was led by Shamit Chokshi and Vijayanand Venkataraman.
Speakers talked about how important it is to consider world events and technology when making investment choices.
They also celebrated the 20-year milestone of the Indian Association of Investment Professionals.
The conference ended with a discussion about the future of India's stock market, highlighting opportunities in areas like technology and healthcare.
CFA Society India and CFA Institute hosted the 16th India Investment Conference in Mumbai.
Over 600 financial professionals attended the event, discussing topics like emerging markets, AI, and geopolitics.
Key speakers included Arjun Divecha, Viktor Shvets, and Ajit Ranade, who shared insights on investment strategies and global economic trends.
The conference highlighted the importance of integrating geopolitical factors and AI in investment processes.
CFA Society India celebrated its 20-year milestone, emphasizing its growth and contributions to the investment community.
- Who
- CFA Society India and CFA Institute
- What
- Hosted the 16th India Investment Conference
- Where
- Mumbai, India
- When
- January 14
- Why
- To discuss investment opportunities, geopolitical impacts, and AI in finance
Key facts
- Event
- 16th India Investment Conference
- Location
- Mumbai, India
- Date
- January 14
- Attendees
- Over 600 financial professionals
- Chairs
- Shamit Chokshi and Vijayanand Venkataraman
- Key Topics
- Emerging markets, AI, geopolitics, public equity
- CFA Society India Members
- Over 4,700
- Conference Theme
- Integrating geopolitics and AI in investment processes
Quotes
Shamit Chokshi, CFA
Conference Chair, Director of CFA Society India, and Founder of Aumori Capital Partners
“"We are moving past the era where geopolitics was an ‘occasional footnote’ in an investment memo. Today, it is the headline, so integrating the potential impact of trade realignments to energy security and access to tech is a core requirement of our investment process and is being covered in the sessions at IIC. In 2026, a portfolio that ignores geography is a portfolio that ignores reality."”
theprint.in
Paul Moody
Managing Director, Global Partnerships & Client Solutions at CFA Institute
“"Taken together, AI and geopolitics remind us that technical skills alone are not enough. What truly differentiates our profession is judgment, ethics, and the ability to see the bigger picture — all qualities that CFA Institute and CFA Society India work every day to promote."”
theprint.in





