CFA Society India Podcast

CFA Society India
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The CFA Society India members engage in conversations with industry experts and bring out unique insights on the topics. We shall talk about economic updates and asset classes, Investing frameworks and concepts, industry trends, and new developments. Do follow us on YouTube podcasts for new episodes.

  1. 12/04/2025

    Investing in Mid-Cap Stocks – Practitioners’ Insights | Podcast | Harshad Patwardhan, CFA

    🔊 New podcast episode alert! From our Archives: In this insightful session from CFA Society India’s Practitioners’ Insights series, Harshad Patwardhan, CFA, shares a deep dive into the world of mid-cap investing. Drawing on decades of experience, he explains why mid-caps can offer a compelling blend of growth and value, and how investors can navigate the unique risks and opportunities in this segment. He discusses the evolution of the mid-cap universe in India, key drivers behind long-term wealth creation, and the importance of robust research, disciplined frameworks, and bottom-up stock selection. The conversation also covers market cycles, portfolio construction, valuation discipline, and how investors can differentiate between sustainable growth stories and short-lived momentum plays. Do tune in to this interesting conversation. ___________________________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

    32 min

  2. 11/07/2025

    Breaking Barriers – Empowering Women in Finance | FEMTOR Exclusive Podcast

    Behind every strong professional story is a journey of courage, reinvention, and empowerment. 💫 In this episode, Kanika Shah, CFA, SEBI Registered Investment Adviser and Jayashree Sathy, CFA, Managing Director, Global Head of Performance Analytics and India Head of Investment Compliance, State Street, talk about how they built meaningful careers in finance — from navigating transitions to leading with empathy and purpose. 🎧 A must-listen for anyone seeking inspiration and direction in their finance journey. For more information on the FEMTOR initiative, please visit - https://cfasocietyindia.org/femtor-the-mentorship-club/ __________________________________________________________________________________________ DISCLAIMER :This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.* CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.____________________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

    57 min

  3. 09/18/2025

    Financing the Future: Capital, Valuation, and Deal-Making in India’s M&A Landscape | Mahesh Singhi, Founder & MD, Singhi Advisors

    India’s M&A market has undergone a significant transformation over the past few years. From innovative financing structures to the growing role of private capital, the landscape is evolving fast. This engaging conversation explores: * Changing trends in deal financing * Macroeconomic impacts on valuations * Tools for bridging valuation gaps * Role of private equity and alternative capital * Sectoral momentum driving next-gen M&A * Cross-border appetite vs domestic focus * Common blind spots for promoters * Outlook for dealmaking in the next 12–18 months Speaker – Mahesh Singhi, Founder & MD, Singhi Advisors Moderated by – Siddharth Jain, CFA 🎧 Don’t miss this insightful conversation unpacking the current dynamics and future outlook of Indian M&A. DISCLAIMER :This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.* CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

    39 min

  4. 08/22/2025

    State of AI and its Implications on Investing

    Quantitative finance connects the world of mathematics, statistics, computing and machine learning to investment decision making. This evolving field is reshaping how markets are understood, investment and trading strategies are built, and risks are managed. Join this podcast to get expert insights on the skills, tools and essentials necessary in the AI-powered, fast-paced world of quantitative finance. Do tune in to this interesting conversation.

    1h 18m

  5. 06/17/2025

    Ep.18: Indian Equities' Golden Decade in the Global Reset

    From our Archives: In this forward-looking discussion from the 13th India Investment Conference, seasoned panelists, including Sunil Singhania, Shibani Sircar Kurian, Rajeev Thakkar, and Manisha Girotra, explored why India may be entering or already be in a golden decade for equities amid a global reset. They emphasized the impact of structural reforms, digitization, and increasing financialization on long-term market performance. The conversation covered the shift in household savings towards equities, the importance of bottom-up stock selection over sector bets, and the role of valuations in a high-growth environment. They also addressed macro risks, global comparisons with U.S. markets, and how disruption in traditional sectors can create opportunities for investors focused on fundamentals and adaptability.

    46 min

  6. 05/06/2025

    Podcast | Institutional Equities 2.0 | Nitin Bhasin, Head of Institutional Equities, Ambit

    Nitin Bhasin, Head of Institutional Equities at Ambit, explores how institutional equities are emerging as a powerful driver of India’s capital markets transformation. He highlights the shift from transaction-led broking to insight-driven partnerships and explains how technology and AI are revolutionizing research, deepening analysis, and sharpening institutional investment decisions. Nitin also shares his perspectives on shifting global investor sentiment towards India and why the real opportunities lie beyond the large caps in the rising momentum of ‘New India.’ Key Takeaways:- The shift to AI-powered, insight-led investing- What’s driving FII sentiment and flows into India- Where risks lie and where opportunities are emergingTune in for actionable insights and sharp perspectives on India’s market outlook!_________________________________________________________________________________________ DISCLAIMER: This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. *CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals. ____________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

    53 min

  7. 03/20/2025

    From Our Archives: Active Value Investing in a Market that Goes Nowhere | Vitaliy Katsenelson, CFA

    In this conversation from the 13th #IndInvConf, moderated by Ajay Tyagi, CFA, Head of Equities at UTI Asset Management, Vitaliy Katsenelson, CFA, explores strategies for successfully navigating stagnant markets. He emphasizes the importance of active value investing and details methods to identify undervalued companies with robust fundamentals. Vitaliy discusses common investor pitfalls in sideways markets, shares practical tips for risk management, and highlights how active management can uncover profitable investment opportunities.Key Takeaways:• Dynamics of sideways markets and implications for investor strategies.• Importance of active management in leveraging undervalued opportunities.• Effective risk mitigation techniques to enhance returns in low-growth market conditions.• Real-world case studies showcasing successful active value investing practices. Tune in for strategic insights to thrive in challenging market conditions! DISCLAIMER :This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. *CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals._____________________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

    53 min

  8. 12/24/2024

    Nuances of Start-Up Investing: Insights from Neha Singh

    Join seasoned start-up investor Neha Singh, co-founder of Tracxn, as she explores the current landscape of start-up investing. In this video, Neha discusses emerging opportunities in the start-up ecosystem, the challenges faced by early-stage companies, and how investors can spot promising ideas to partner with from the very beginning. With over a decade of experience, she provides valuable tips on navigating this rapidly evolving space. The start-up world is on the verge of a major boom, and innovation is poised to drive tremendous growth. Tune in to hear Neha's expert perspective on what the future holds for start-ups and investors alike!

    51 min
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About

The CFA Society India members engage in conversations with industry experts and bring out unique insights on the topics. We shall talk about economic updates and asset classes, Investing frameworks and concepts, industry trends, and new developments. Do follow us on YouTube podcasts for new episodes.

Information

  • Creator
    CFA Society India
  • Years Active
    2023 - 2025
  • Episodes
    24
  • Rating
    Explicit
  • Copyright
    © CFA Society India
  • Show Website
    CFA Society India Podcast