There are many reasons that the annual Morningstar Investment Conference attracts delegates from across the country. The social and knowledgeable benefits are tremendous.
Here’s a brief look at some prominent personalities who presented at earlier Morningstar Investment Conferences in Mumbai.
Jayant Sinha, then the Union Minister of State for Finance, spoke about the transformational changes underway in the Indian economy and narrowed down on six concrete game-changing reform initiatives launched by the government.
Nandan Nilekani, co-founder and chairman of EkStep, co-founder of Infosys, and chairman of UIDAI, spoke about how India is at a very seminal point in the use of fintech. Financial services are being fundamentally transformed and it is an excellent time for incumbents to include technology in the business strategy, as well as for newcomers to come up with new business models.
Uday Kotak, a visionary and one of the most respected finance professionals in the country, discussed the future of financial services in India’s dynamic and evolving economy. He spoke about how changes in the cash culture would affect the levels of efficiency and productivity significantly.
Mark Mobius needs no introduction. Famous for his signature shiny scalp and white suits, this octogenarian is synonymous with investing in emerging markets. His bullishness for this asset class earned him the sobriquet of the 'Pied Piper' of emerging markets. He discussed EMs from the perspective of growth, risk, technology, population, and gold reserves.
G Mahalingam, as Executive Director of the Reserve Bank of India, he looked at where the Indian economy is headed; its potential and vulnerabilities. And discussed the need to deal with the stress in the banking sector, which mirrors the stress in the corporate sector, if credit growth needs to be revived.
Ashish Chauhan, as Managing Director and Chief Executive Officer of the Bombay Stock Exchange, he deep dived into the Indian macroeconomic scenario and spoke about how the investment landscape is being transformed.
Ridham Desai is one of India's top ranked equity market strategists and heads Morgan Stanley's Indian equity research team. He shared his perspective on India’s longest bull market which was also its slowest, when measured in terms of returns produced per week/per month/per day. He also brought out the nuance of not conflating liquidity with flow.
Mohnish Pabrai of Pabrai Investment Funds shared on the 10 Commandments of Investment Management. He gives no attention to the macro perspective but always scouts for significant mispricing. Volatility does not faze him and he calls it the friend of the long-term investor. Pabrai shared with the audience on how he successfully combines the old value tenets of Benjamin Graham and Warren Buffett with a modern, holistic approach to stock investing.
Do join us for the 9th Morningstar Investment Conference to be held in Mumbai on September 17-18, 2019.
Register here
