8.40am
Registration

 

9.00am
Welcome address

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

9.05am
Panel discussion
Addressing the challenges in managing family wealth

 

• What challenges to both new and old wealth face in preserving and protecting their business and personal assets?
• What are the issues to consider when investing for growth?
• What advice do families need in terms of re-generating wealth?
• Being philanthropic – what are some of the innovative and sustainable approaches to giving in India?
• Who are the right professionals and advisers for families to engage? And how should they choose between them?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Arpita Vinay
Executive Director
Centrum Wealth Management

 

Munish Randev
Chief Investment Officer
Waterfield Advisors

 

Tarun Birani
Founder and Director
TBNG Capital Advisors

 

9.50am
Presentation

Current trends and new horizons

 

Himadri Chatterjee
Director and Head of Family Office
IIFL Private Wealth Management

 

10.00am
Presentation

Will CRS really be - son of FATCA?

 

Angelo Venardos
Chief Executive Officer
Heritage Trust Group

 

• Panic now or later?
• Hong Kong - from EOI to AEOI
• Singapore and Indonesia
• BVI

 

10.10am
Refreshments & networking

 

10.40am
Panel discussion
Shielding Indian clients from the global spotlight on transparency

 

• FATCA, CRS and AEOI – what does this mean for the advice you need to give to your clients?
• What do you need to do internally?
• Panic now or later?
• What should we do differently to protect wealth – and with the least cost?
• What do wealth managers need to know to guide clients through the current environment
• How do you help citizenship and alternative residency planning for wealthy families?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Kanwar Vivek
Senior President and Head - Wealth Management & Global Indian Banking
Yes Bank

 

Angelo Venardos
Chief Executive Officer
Heritage Trust Group

 

Elise Donovan
Director
BVI House Asia

 

11.20am
Head-to-head

A leading IFC - Jersey’s perspective

 

Gary Hales
Business Development Director - GCC and India
Jersey Finance

 

• What has Jersey learnt over the years?
• What can India learn from the various challenges and successes of Jersey?
• What does being an ‘early adopter’ of new regulation mean in reality?
• How to ensure the right quality and substance of service providers
• What is required in terms of infrastructure to get to this point?

 

11.30am
Presentation

Challenges in advising business families

 

Shanker Iyer
Founder & Chairman
Iyer Practice Advisers, Singapore & Hong Kong

 

• Common challenges faced by business families
• The demands placed on advisers to meet these
 

11.40am
Panel discussion
Making business succession planning smoother

 

• What are the right structures to help promoters pass on and/or sell their businesses?
• How do you help manage the process better?
• How do you steer family wealth with a trans-generational vision?
• What is the best way to manage conflicts?
• How can you embed the diverse needs of all family members to create a sustainable platform for future generations?
• How can you best groom the next generation?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Shweta Shah
Head, Wealth Structuring and Tax
Edelweiss Global Wealth Management

 

Poonam Mirchandani
Director, India, Wealth and Investment Management
Barclays

 

Gautami Gavankar
Principal Advisor - Estate Planning
Kotak Mahindra Trusteeship Services

 

Sunil Iyer
Director
Iyer Practice Advisers
 

Lynda O' Mahoney
Head of Business Development - Middle East
Capita Asset Services

 

Ajay Agashe
Executive Director, Transaction Tax Services
Ernst & Young

 

12.30pm
Lunch

 

1.20pm
Panel discussion
Helping families manage their personal wealth

 

• How do you add value to a client’s personal portfolio?
• Which types of assets and transactions do clients want access to?
• How are clients looking to manage their risk exposure?
• Should the attitude of Indian families towards investments change in a volatile world characterised by less growth?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Anupam Guha
Head of Private Wealth Management
ICICI Securities

 

Manish Singla
Executive Director
Client Associates

 

Benaifer Malandkar
Chief Investment Officer
Raay Global Investments

 

2.10pm
Presentation

Equities as an asset class for wealth creation

 

Aashish Somaiyaa
Chief Executive Officer
Motilal Oswal Asset Management

 

• The Motilal Oswal Asset Management investment philosophy
• The investment process

 

2.20pm
Refreshments & networking

 

2.50pm
Panel discussion
Deploying capital in a smart and sustainable way

 

• What advice do family offices want and expect?
• What are business promoters doing with the funds they raise from liquidity events?
• For entrepreneurs with short-term money – how should they deploy this?
• How should they re-invest to generate new wealth over the long term?
• What are some of the products and other solutions to help clients meet their objectives?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Nipun Mehta
Founder and Chief Executive Officer
BlueOcean Capital Advisors

 

Aditi Shrivastava
Head
Intellecap Impact Investment Network

 

Dhruv Mehta
Chairman
Foundation of Independent Financial Advisors (FIFA)

 

3.40pm
Panel discussion
Doing what’s best for your clients in a challenging and volatile year

 

• Fundamentally – has the world changed?
• Global issues – what’s the impact on India?
• Is volatility the ‘new norm’?
• Where are we heading – recession? Downturn? Will things get any worse?
• Where are the opportunities for our clients?
• How can clients build a high-quality, diversified portfolio?
• Alternative investment funds – an alpha opportunity?
• What’s the role of real estate in today’s markets?
• Oil – is there more downside to come?
• Risk management is key – but how can we get it right?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Nishant Agarwal
Head for Products, Advisory and Family Office Service
ASK Wealth Advisors

 

Gaurav Arora
Chief Investment Officer
Religare Private Wealth

 

Sunil Sharma
Chief Investment Officer
Sanctum Wealth Management

 

Umang Papneja
Chief Investments Officer
IIFL Private Wealth Management

 

Sharad Mittal
Director and Head of Real Estate Funds
Motilal Oswal Financial Services

 

Vinay Bajpai
Managing Director, Head of Product
Deutsche Bank

 

4.40pm
Forum ends