AIF and PMS Conclave 2.0

29 Leading Fund Managers.
One Stage. Two Days.

The Summit ALTPORT Convened On ET Markets

Over two days, ALTPORT brought together the founders, Chief Investment Officers and portfolio managers shaping AIF, PMS and alternate investing in India, for a national online audience.

ET Markets Streamed live · 19 and 20 June 2024

Event Schedule See The Speakers

Days Of Sessions

29+

Expert Speakers

25+

Sessions And Panels

29+ speakers

Sunil Singhania

Saurabh Mukherjea

Nilesh Shah

A. Balasubramanian

Aashish Somaiyaa

Prateek Agrawal

Manoj Bahety

Amisha Vora

Vikaas Sachdeva

The Firms In The Room

Overview

Two Days On Alternate Investing And Portfolio Management

The AIF and PMS Conclave 2.0 examined the issues shaping India's economy, markets and asset classes. Designed for high and ultra high net worth individuals, fund managers, family offices, investment professionals and serious investors, the sessions explored where alternative investment funds fit alongside mutual funds, how to evaluate small and medium enterprises, how to read small and mid cap opportunities, and where the next growth themes were emerging.

On The Agenda

The Themes That Shaped The Room

Across two days, the conversation kept returning to a handful of forces defining where Indian capital goes next.

Small And Mid Caps

Where the next winners sit, and how to judge valuations after a strong run.

Aatmanirbhar Bharat

Manufacturing, capex and the long domestic growth story.

Alternatives And Credit

Why AIF, PMS and private credit are moving into core portfolios.

Portfolio Construction

Blending styles and vehicles to balance growth with resilience.

Partners

Backed By India's Leading Asset Managers

Title Partner

Platinum Partners

Gold Partners

Silver Partners

Streamed in association with

Speakers

The Voices On Our Stage

Founders, Chief Investment Officers and portfolio managers who shared how they read markets, build portfolios and think about the years ahead.

Vikas Agrawal

Founder and CEO
ALTPORT

Sunil Singhania

Founder
Abakkus Asset Manager

Saurabh Mukherjea

Founder and CIO
Marcellus Investment Managers

Nilesh Shah

Managing Director
Kotak Mutual Fund

Shankar Sharma

Founder
GQuant Investech

A. Balasubramanian

Managing Director and CEO
Aditya Birla Sun Life Asset Management

Aashish P. Somaiyaa

Chief Executive Officer
White Oak Capital Management

Prateek Agrawal

Managing Director and CEO
Motilal Oswal AMC

Manoj Bahety

Founder and CIO
Carnelian Asset Management and Advisors

Amisha Vora

Chairperson and Managing Director
Prabhudas Lilladher

Anunaya Kumar

President, Sales and Distribution
360 ONE Asset Management

Vikaas M Sachdeva

Managing Director
Sundaram Alternates

Hitungshu Debnath

Chief Business Officer
Sundaram Alternates

Hitesh Zaveri

SVP and Head, Listed Equity Alternatives
Axis Alternates

Ashish Ahluwalia

Director, Private Equity
Axis Alternates

Sameer Narayan

Head, Alternate Investment Equity
Aditya Birla Sun Life AMC

Samit Vartak

Founder and CIO
SageOne Investment Managers LLP

Nimesh Mehta

Director and Head, Sales and Products
ASK Investment Managers

Sandip Bansal

Portfolio Manager
ASK Investment Managers

Vaibhav Sanghavi

Chief Executive Officer
ASK Hedge Solutions

Siddharath Vora

Executive Director
Prabhudas Lilladher

Arun Subrahmanyam

Founder and Managing Partner
Ampersand Capital

Siddharth Oberoi

Founder and CIO
Prudent Equity

Ankush Jain

Director and Fund Manager
Chanakya Capital Services

Jaimin Gupta

Promoter
Chanakya Capital Services

Himanshu Upadhyay

Vice President and Portfolio Manager
BugleRock Capital

Anirudh Garg

Partner and Fund Manager
Invasset LLP

Sharad Mittal

Founder and CEO
Arnya Real Estate Fund Advisors

Kshitiz Mahajan

CEO and Managing Partner
Complete Circle Wealth Solutions

Schedule

The Full Two-Day Agenda

11:00 AM – 11:30 AM

Welcome address: The importance of alternative investments in your portfolio

Vikas Agrawal

Founder and CEO, ALTPORT

11:30 AM – 12:15 PM

Bharat ka Amrit Kaal

Manoj Bahety

Carnelian

12:15 PM – 12:45 PM

Post-election outlook on mid and small cap for the next 5 years

Hitesh Zaveri

Axis Alternates

12:45 PM – 01:15 PM

How to identify quality businesses in the SME segment

Ankush Jain

Chanakya Capital Services

01:15 PM – 01:45 PM

Why do winners rotate? Is it the economy, or market likes and dislikes?

Aashish P. Somaiyaa

White Oak Capital Management

01:45 PM – 02:15 PM

Beyond buy and hold: long and short term investment insights

Vaibhav Sanghavi

ASK Hedge Solutions

02:45 PM – 03:15 PM

Challenges and opportunities of investing in Indian equities

Arun Subrahmanyam

Ampersand Capital

03:15 PM – 03:45 PM

The 100 day plan after the election

Nilesh Shah

Kotak Mutual Fund

03:45 PM – 04:15 PM

The rise of a new Indian elite

Saurabh Mukherjea

Marcellus Investment Managers

04:15 PM – 04:45 PM

Kal, Aaj aur Kal: where is the opportunity to enhance returns in a resurgent Indian market?

Sameer Narayan

Aditya Birla Sun Life AMC

04:45 PM – 05:15 PM

Panel: Opportunities in micro cap and small cap companies. Is the valuation really high?

Anirudh Garg

Invasset LLP

Siddharth Oberoi

Prudent Equity

Jaimin Gupta

Chanakya Capital Services

05:15 PM – 06:30 PM

Panel: Learning from the past and how the Indian economy is changing

Shankar Sharma

GQuant Investech

Prateek Agrawal

Motilal Oswal AMC

Kshitiz Mahajan

Complete Circle Wealth Solutions

11:00 AM – 11:30 AM

AIF vs PMS vs mutual fund: which is the better instrument?

Vikaas M Sachdeva

Sundaram Alternates

11:30 AM – 12:00 PM

AQUA: an adaptive quant PMS to invest for sustainable alpha in India

Siddharath Vora

Prabhudas Lilladher

12:00 PM – 01:00 PM

Discussion: What are the red flags when investing in small and mid cap or theme-based companies?

Nimesh Mehta

ASK Investment Managers

Manoj Bahety

Carnelian

Aashish P. Somaiyaa

White Oak Capital Management

01:00 PM – 01:30 PM

How to value growth and grow the value of your investments

Samit Vartak

SageOne Investment Managers

01:30 PM – 02:00 PM

How to identify winners at an early stage in small and mid cap investing

Himanshu Upadhyay

BugleRock Capital

02:00 PM – 02:30 PM

The significance of themes in equity investments

Sandip Bansal

ASK Investment Managers

02:30 PM – 03:00 PM

Fireside chat with Anirudh Garg

Anirudh Garg

Invasset LLP

03:00 PM – 03:30 PM

How can an NRI participate in Indian real estate through AIFs?

Sharad Mittal

Arnya Real Estate Fund Advisors

03:30 PM – 04:00 PM

How to approach venture capital and private equity funds

Ashish Ahluwalia

Axis Alternates

04:00 PM – 04:30 PM

The importance of valuations in investing

Siddharth Oberoi

Prudent Equity

04:30 PM – 05:00 PM

What is value and growth, and which delivers in the long term?

Sunil Singhania

Abakkus Asset Manager

05:00 PM – 06:00 PM

Discussion: What does India need to do to become the manufacturing hub of the world?

Anunaya Kumar

360 ONE Asset Management

Amisha Vora

Prabhudas Lilladher

A. Balasubramanian

Aditya Birla Sun Life AMC

Watch The Sessions

Replay The Conclave Talks

Catch the sessions you missed. Every talk from the two days, on demand, in one place.

Winners keep rotating

Change is inevitable

Challenges in the Indian market

Why invest in alternatives

Where emerging India is getting in

Portfolio construction

Aatmanirbhar Bharat

Themes and sectors

What is AIF and PMS

View all videos

Who It Was For

Built For Serious Investors And Professionals

Individual Investors Investment Professionals Financial Analysts Institutional Investors Wealth Managers Regulatory Authorities Academics And Researchers Fund Managers

What Attendees Took Away

Ideas You Could Put To Work

Read AIF, PMS And Mutual Funds Side By Side

Where each vehicle actually fits in a portfolio, and how to manage AIF and PMS allocations effectively.

Spot Quality Businesses Earlier

How managers screen SMEs and small caps, and the red flags to check before committing capital.

Diversify With Intent

New ways to spread risk across strategies, from long-short and credit to real estate and quant.

Stay Ahead Of The Rules

A clear view of the evolving regulatory and compliance landscape for alternative investments.

Think In Decades, Not Quarters

A framework for assessing a business over the long term, the way seasoned fund managers do.

Build AIF And PMS Into Wealth Plans

Practical ways to fold alternatives into a broader wealth management strategy for clients and family offices.

How ALTPORT Selects Funds

The Same Discipline, Behind Every Fund

The rigour that shaped the conclave runs through how ALTPORT shortlists managers. Three lenses, applied to each fund before it reaches you.

Investment Style

Does the manager follow a clear, repeatable philosophy, and stay true to it across market cycles rather than drifting with the mood?

Investment Quality

How sound is the process behind the portfolio: research depth, risk controls, and the quality of the businesses actually held?

Investment Performance

Consistency over time, not a single good year. Returns are read alongside the risk taken to earn them, not in isolation.

Read the full method on our selection process page.

Explore Alternative Investing With ALTPORT

Speak with our team about AIF, PMS and Gift City opportunities for your portfolio.

Talk To Our Experts

29 Leading Fund Managers.
One Stage. Two Days.

Two Days On Alternate Investing And Portfolio Management

The Themes That Shaped The Room

Backed By India's Leading Asset Managers

The Voices On Our Stage

The Full Two-Day Agenda

Replay The Conclave Talks

Built For Serious Investors And Professionals

Ideas You Could Put To Work

Read AIF, PMS And Mutual Funds Side By Side

Spot Quality Businesses Earlier

Diversify With Intent

Stay Ahead Of The Rules

Think In Decades, Not Quarters

Build AIF And PMS Into Wealth Plans

The Same Discipline, Behind Every Fund

Subscribe to the ALTPORT newsletter

You're on the list

29 Leading Fund Managers.One Stage. Two Days.

Two Days On Alternate Investing And Portfolio Management

The Themes That Shaped The Room

Backed By India's Leading Asset Managers

The Voices On Our Stage

The Full Two-Day Agenda

Replay The Conclave Talks

Built For Serious Investors And Professionals

Ideas You Could Put To Work

Read AIF, PMS And Mutual Funds Side By Side

Spot Quality Businesses Earlier

Diversify With Intent

Stay Ahead Of The Rules

Think In Decades, Not Quarters

Build AIF And PMS Into Wealth Plans

The Same Discipline, Behind Every Fund

Subscribe to the ALTPORT newsletter

You're on the list

29 Leading Fund Managers.
One Stage. Two Days.