The Association of International Wealth Management of India (AIWMI), proudly presents to you the 2nd annual Family Office Summit India, scheduled on June 18, 2014 in Mumbai and June 19, 2014 in Delhi.
While early Family Offices can be traced to Europe, it was in earlier 19th century that wealthy merchants along the east coast of United States started hiring advisors to protect their family interests. The demand for Family Office Services kept growing up over the years. Today with wealthy families mostly relying on Family Offices for full time professional management their personal fortune, USA alone has more than 4000 Single Family Offices (SFOs) with assets under management of $ 1 trillion to $ 1.2 trillion. In addition there are around 200 Multi Family Offices (MFOs) with assets under management of around $500 billon. However unlike Family Offices in US & Europe, much of India’s wealth was created in the last few decades. India has had its unique set of problems and opportunities during this time and it is against this backdrop that the role of family office started assuming a critical role in family business. The new complexities call for better regulations as well as the need for family offices to be managed by people with strong professional capabilities.
While our inaugural Family Office Summit, held on June 25, 2013, brilliantly set up a forum for exchange of ideas among various Family Offices and Wealth Management practitioners, our 2014 Summit will look to move forward and start addressing more strategic issues ranging from asset allocation, reporting & compliance, risk management, investing beyond borders and building family wealth for the future generations.
We aspire to make Family Office Summit 2014 an insightful and prolific experience for you.
CEO, Association of International Wealth Management of India
The Second Annual Family Office Summit India 2014 is scheduled on Wednesday, June 18th 2014 at The Palladium, Mumbai. You can find the detailed agenda below:
Click here to view the Delhi Summit Agenda
Aditya Gadge, CEO, Association of International Wealth Management of India
Sandeep Tandon, CEO, Quant Capital
Jay Jhaveri, Head - Asia, Wealth X
Toine Knipping, Global CEO, Amicorp
Vikas Gupta, Executive VP, Traded Markets & Investment Research, Arthveda - Moderator
Amitabh Chakraborty, MD & CIO, Kitara Capital
Dinesh Vaswani, Founder & MD, Acuitas Capital
Rajesh Ramaiah, Director & CFO, Premji Invest
Benaifer Malandkar, CIO, RAAY Global Investments (Amit Patni Family Office)
Pranav Sayta, Family Business Leader- India, Ernst & Young - Moderator
Atul Singh, MD & Head of Global Wealth, Merrill Lynch Wealth Management
Abhijit Joshi, CEO & Senior Partner, AZB Partners
Dileep Choksi, Partner, C C Choksi Advisors
Udayan Ray, Editor, Outlook Money – Moderator
Tariq Aboobaker, Managing Director, Amicorp Trustees (India)
Cyril Shroff, Managing Partner, Amarchand Mangaldas
T. P. Ostwal, Senior Partner, T.P. Ostwal & Associates
Satya Narayan Bansal, CEO, Barclays Wealth - Moderator
Aditi Shrivastava, Head, Intellecap Impact Investment Network
John Clement, Advisor- Strategic Projects, Magic Bus India
Anshu Kapoor, Head - Global Wealth Management, Edelweiss Group - Moderator
Navin Kumar, Executive Director-Fund Raising & Investor Relations – Milestone Capital Advisors Limited
Shobhit Maleta, Director, Real Estate Asset Management India, Knight Frank
Sumesh Mishra, Executive Vice-President (Finance), Sunteck Realty Ltd.
Vipul Rungta, Senior Portfolio Manager - Real Estate PMS, HDFC AMC
Anurag Seth, Director & Head of Global Wealth Management, Quant Capital - Moderator
Deepak Natraj, Managing Director, Aarin Capital
Jimmy J Parakh, Director, Shapoorji Pallonji & Co Ltd.
Sameer Mehta, Director, Atlas Family Office
Nikunj Dalmia, Sr. Editor – Markets, ET NOW (Moderator)
Navneet Munot, CIO, SBI Funds Management Private Limited
Sandeep Tandon, CEO, Quant Capital
A Balasubramanian, CEO - Birla Sunlife AMC
Nand Kumar Surti, MD & CEO, J P Morgan Asset Management India
Do not delay to reserve your prime position. Please call Ms. Neha Kaira on +91 8097661200 / +91 8097661201 or email firstname.lastname@example.org to discuss your participation registration and the sponsorship options for your business.
In case, you would like to pay by a Demand Draft / Pay Order, the details of the same need to be furnished in the form before submission and it must be sent to us within 5 business working days at the following address:
Association of International Wealth Management of India
Regus, Level 9, Platina, Block G, Plot C-59,
Bandra - Kurla Complex, Bandra (East),
Mumbai - 400051
Cell No: +91 - 8097661200
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