7 months ago

CFA Society India Hosts 16th Investment Conference

CFA Society India Hosts 16th Investment Conference
CFA Society India Hosts the 16th India Investment Conference · theprint.in

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.

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."”
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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

Sources

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