2ND FINANCIAL TALENT SUMMIT MUMBAI - Find a Society

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2ND FINANCIAL TALENT SUMMIT MUMBAI - Find a Society
2ND FINANCIAL
TALENT SUMMIT
MUMBAI
Saturday, 8 September 2018 | 9:00 am onwards
Venue: ITC Maratha, Sahar, Andheri (E), Mumbai

https://india.careers.cfainstitute.org/

Visit us: india.careers.cfainstitute.org | cfasociety.org/india | secretary@ india.cfasociety.org
2ND FINANCIAL TALENT SUMMIT MUMBAI - Find a Society
AGENDA
TIME          SESSION AND SPEAKERS

09:00—09:45   REGISTRATION

09:50—10:00   CONFERENCE OPENING AND WELCOME
              Jayesh Gandhi, CFA
              President
              CFA Society India

10:00—10:45   CFA INSTITUTE CAREER SERVICES AND TOOLS
              Neil Govier, CFA
              Director, Regional CPD, Asia Pacific
              CFA Institute

10:45—11:45   HOW TO OWN YOUR CAREER IN FINANCIAL SERVICES
              Dr. Jane Horan
              Founder
              The Horan Group

11:45—12:00   TEA/COFFEE BREAK

12:00—12:40   CAREERS IN SALES/RELATIONSHIP MANAGEMENT
              Gajendra Kothari, CFA                         Gaurav Jaitley
              Managing Director & CEO                       Managing Director
              Etica Wealth Management Private Limited       Goldman Sachs
              Arpita Vinay                                  Pramod Gubbi, CFA
              Wholetime Director                            Managing Director and Head of Equities
              Centrum Wealth Management                     Ambit Capital
              Anil Ghelani, CFA Moderator
              Senior Vice President
              DSP Investment Managers

12:40—13:15   CAREERS IN RESEARCH
              Harsha Upadhyaya, CFA                         Dwijendra Srivastava, CFA
              CIO - Equity & Senior EVP                     CIO DEBT
              Kotak Mahindra Asset Management Co. Limited   Sundaram Asset Management Co. Limited
              Prashant Nair, CFA
              Deputy Head
              India Research at Citi
              Biharilal Deora, CFA Moderator
              Director
              Abakkus Asset Manager LLP

13:15—14:00   NETWORKING LUNCH

14:00—15:00   MEET AND GREET WITH INDUSTRY EXPERTS

15:00—15:40   CAREER IN GLOBAL FINANCIAL INSTITUTION
              Ankush Agarwal, CFA                           Ravi A. Gautham, CFA
              Head of Global Research Center                Senior Vice President
              J.P. Morgan India Private Limited             The Northern Trust Company
              Shankar Purushothama, CFA                     Surekha Shenoy Kunder
              Director, India Equity Operations             Executive Director, Chief Operating Officer
              Morningstar                                   Morgan Stanley
              Sonia Gandhi, CFA Moderator
              Director
              CFA Society India
2ND FINANCIAL TALENT SUMMIT MUMBAI - Find a Society
TIME                       SESSION AND SPEAKERS

   15:40—16:10                CAREERS IN RISK MANAGEMENT/COMPLIANCE/ CORPORATE FINANCE
                              Raghuvir Mukherji                               Onkarpreet Singh Jutla, CFA
                              Chief Risk Officer                              Head - Products
                              IIFL Investment Managers                        Edelweiss Global Wealth Management
                              Abhishek Khandelwal, CFA                        Bhavesh A. Shah, CFA
                              Chief Financial Officer                         CEO
                              Snow Leopard Ventures, A Venture Capital Firm   Avener Capital
                              Saurav Mishra, CFA Moderator
                              Director
                              CFA Society India

   16:10—16:30                TEA/COFFEE BREAK

   16:30—17:20                BUILDING A CAREER IN FINANCIAL SERVICES
                              Saket Jain
                              Managing Partner
                              Vito India Advisors

   17:20                      CLOSING REMARKS

   * Agenda is subject to change without notice.

H INDIA INVESTMENT CONFERENCE 9T
DIA INVESTMENT
       9TH INDIA CONFERENCE         9TH IN
A INVESTMENT    CONFERENCE 9TH IND
       INVESTMENT
                        SAVE THE DATE
                                                                                               11 January 2019 | Mumbai

VESTMENT    CONFERENCE 9TH INDIA IN
       CONFERENCE
                                                                                               https://indiaconf.cfainstitute.org
                                                                                               #IndiaInvConf

STMENT CONFERENCE 9TH INDIA INVE                                                                     © 2018 CFA Institute. All rights reserved.
2ND FINANCIAL TALENT SUMMIT MUMBAI - Find a Society
SPEAKERS
                JAYESH GANDHI, CFA
                President
                CFA Society India
                Jayesh Gandhi, CFA, is president of CFA Society India (volunteer) and a senior portfolio manager
                at Birla SunLife Asset Management Company. He has over 15 years of experience in equity
                research and investment and previously served as lead portfolio manager for the India on-shore
                business at Morgan Stanley Investment Management.
                Mr. Gandhi holds the chartered accountant designation from the Institute of Chartered
                Accountants of India, a bachelor’s degree in commerce from the University of Mumbai, and
                a master’s in international management from the Thunderbird School for Global Management.

                NEIL GOVIER, CFA
                Director, Regional CPD, Asia Pacific
                CFA Institute
                Neil leads regional efforts to develop the Institute’s CPD offering to its members.
                Before focusing on CPD he headed up the global university outreach program which was
                responsible for developing strong relationships between the Institute, academics and students.
                He has been in the training world for more than 15 years, teaching across a wide range of
                subjects, including the CFA Program and the Institute of Chartered Accountants in England and
                Wales (ICAEW) credential, as well as designing and delivering bespoke courses for a variety of
                investment management and banking clients. He has taught in North America, Europe, the
                Middle East, and Asia. Prior to joining CFA Institute, he was managing director for Asia Pacific
                of Fitch 7City Learning, where he oversaw the strategy, business development, operations, and
                course delivery for the region from Singapore.
                He is a graduate of the University of London. He is a member of the Chartered Institute for
                Securities and Investment, a fellow of ICAEW, and a CFA charterholder.

                DR. JANE HORAN
                Founder
                The Horan Group
                The Horan Group, is a strategic consulting firm helping organisations build inclusive work
                environments and individuals find meaningful careers. Prior to the Horan Group, she held
                senior Asia Pacific management positions at The Walt Disney Company, CNBC and Kraft Foods.
                 Jane has an extensive background in diversity and inclusion, cross-cultural leadership and
                career transitions, a frequent speaker on Workplace Politics, Navigating Networks, and Career
                Purpose. She has presented at global leadership conferences, published in Business Week,
                The Wall Street Journal, The Business Times, The Straits Times, The South China Morning Post,
                The Organisational Development Journal, Quartz etc. Jane has authored three books, ‘I Wish I’d
                Known That Earlier in My Career: The Power of Positive Workplace Politics’, and ‘How Asian
                Women Lead: Lessons for Global Corporations’ , published are two of them. Her third book,
                ‘Now It’s Clear: The Career You Own’ was published in 2018. Her consulting work is with Fortune
                100 companies, NGO’s and academic institutions in Asia, North America and Europe,
                concentrating on inclusion, purpose and career development.
                Jane holds an Educational Doctorate from Bristol University in Leadership Education and is a
                Visiting Associate Researcher with Hong Kong University. She resides in Singapore.

T-
2ND FINANCIAL TALENT SUMMIT MUMBAI - Find a Society
GAJENDRA KOTHARI, CFA, CAIA, ICFA
Managing Director & CEO
Etica Wealth Management Private Limited
Gajendra Kothari heads Etica Wealth Management Pvt. Limited. Prior to this, he was
Vice-President and Head – Products at the Portfolio Management Division of UTI Mutual Fund.
He was also the Business Development Head for the UK and European Markets at UTI
International Ltd in London. He has more than 13 years of experience encompassing both Indian
and overseas capital markets. Gajendra has conducted more than 300 training sessions in the
areas of Personal finance, Mutual Funds, Insurance etc. His passion is to create financial
awareness and empowerment amongst the youth of India. He has so far empowered more
than 6,000 participants in the last 6 years. He has been felicitated the Wealthforum Rising
Star Award 2013.
Mr Kothari is a CFA Charterholder, CAIA member and holds the and International Certificate
in Financial Advice (ICFA) from UK. He is an MBA from International Management Institute,
New Delhi.

ARPITA VINAY
Wholetime Director
Centrum Wealth Management
Arpita has more than 15 years of experience in Financial Services across Wealth Management and
Private Banking. She has been part of the core team that set up Centrum Wealth Management. She
is a whole-time director on the board of the company. She also looks after the offshore wealth
product proposition as also the HR and marketing functions for the firm. She started her career as
a Graduate Trainee Engineer at the Tata Steel facility in Jamshedpur. She joined HSBC post her MBA
and as part of the Premier Banking business team she did successful stints in sales channel
management, product management, proposition development, customer value management and
analytics. She rose to become the Head of Premier Banking at HSBC.
Arpita is an electrical engineer and holds an MBA, Finance from Faculty of Management Studies
(FMS), Delhi. She also holds STEP Professional Postgraduate Diploma in Private Wealth Advising
which focuses on cross boarder succession, international taxation and family business advising.

GAURAV JAITLEY, CFA
Managing Director
Goldman Sachs
Gaurav is co-head of the India Equities franchise. He is responsible for the firm's franchise
relationships and manages the India sales and execution services team. Previously, Gaurav
was head of India Equities Sales and Execution Services since 2016. He joined Goldman Sachs
in 2010 as a vice president on the Institutional Equities desk and covered clients across
multiple geographies. Prior to joining the firm, Gaurav worked at UBS and Reliance Equities
as an Equity Research analyst covering the US and Indian Telecom sectors.
Gaurav earned a Bachelor of Engineering degree from Mumbai University and an MBA in Finance
from New York University's Stern School of Business in 2002. He is a CFA charterholder.

PRAMOD GUBBI, CFA
Managing Director & Head Equities
Ambit Capital
Pramod Gubbi leads the institutional equities business at Ambit Capital. Previously, he was the
Director of Indian equity sales at Execution Noble and the director of India operations at Clear
Capital. Mr. Gubbi has also worked at HCL Technologies and Phillips. He has over 15 years of
experience across diverse sectors and markets. Pramod earned a bachelor’s degree in
engineering from the National Institute of Technology Karnataka, and an MBA from the Indian
Institute of Management Ahmedabad. He is a CFA Charterholder.
2ND FINANCIAL TALENT SUMMIT MUMBAI - Find a Society
ANIL GHELANI, CFA MODERATOR
Senior Vice President
DSP Investment Managers
Anil Ghelani, CFA, is senior vice president at DSP BlackRock, where he is responsible for
products and passive investments. Previously, he served as the business head and chief
investment officer at DSP BlackRock Pension Fund Managers and, prior to that, led the risk
and quantitative analysis team at DSP BlackRock Mutual Fund, where he was responsible for
monitoring portfolio risk and buy-side credit research on companies across various sectors.
He serves in a volunteer capacity as a director of CFA Society India.

HARSHA UPADHYAYA, CFA
Chief Investment Officer – Equity
Kotak Mahindra Asset Management Company
Harsha Upadhyaya heads the equity fund management team that manages over Rs 55,000
crore of assets at Kotak AMC, and personally manages funds such as Kotak Standard Multicap,
Kotak Equity Opportunities and Kotak Tax Saver. Harsha has over two decades of rich
experience spread over Equity Research and Fund Management. His prior stints have been
with companies such as DSP BlackRock, UTI Asset Management, Reliance Group and SG Asia
Securities. Harsha was adjudged as Best Fund Manager (Equity) – Runner-up by Outlook Money
in the year 2010. He has received awards on fund performance by Morning Star, ICRA and
Business World-Value Research in the past.
Harsha holds a Bachelor of Engineering (Mechanical) from National Institute of Technology,
Suratkal, a Post Graduate in Management (Finance) from Indian Institute of Management,
Lucknow and a CFA charterholder.

PRASHANT NAIR, CFA
Deputy Head of India Research
Citi
Prashant Nair is also a senior analyst covering the India pharmaceutical, healthcare, and
agrochemical sectors as well as Thailand’s healthcare. Based in Mumbai, Prashant joined Citi in
July 2005 from Motilal Oswal Securities. Prior to that, he was with Edelweiss Capital and Pranav
Securities.
Prashant obtained his MBA (Finance) from the Institute of Technology and Management and
B.Com. from the University of Mumbai. He is also a CFA® Charterholder and a Cost Accountant
by training.

DWIJENDRA SRIVASTAVA, CFA
Chief Investment Officer Debt
Sundaram Mutual Fund
Dwijendra has over 20 years of experience out of which 18 years is in financial services
industry. Some funds managed by him include: Sundaram Money Fund, Sundaram Low Duration
Fund, Sundaram Corporate Bond Fund, Sundaram Medium Term Bond Fund, Sundaram Short
Term Debt Fund, Sundaram Capital Protection Oriented Funds, Sundaram Debt Oriented Hybrid
Fund, Sundaram Fixed Term Plans, Sundaram Short Term Credit Risk Fund and Sundaram
Banking & PSU Debt Fund*.
Dwijendra is a CFA charterholder. He holds a B.Tech (Textile Technology) from The Technological
Institute of Textile and Sciences and Post Graduate Diploma in Management from Goa Institute
Of Management.
2ND FINANCIAL TALENT SUMMIT MUMBAI - Find a Society
RENCE 8TH INDIA INVESTMENT CONFE
CE 8TH INDIA INVESTMENT CONFEREN
H INDIA INVESTMENT CONFERENCE
         BIHARILAL DEORA, CFA MODERATOR

DIA INVESTMENT
         Director

                     CONFERENCE
         Abakkus Asset Manager LLP

DIA INVESTMENT       CONFERENCE
         Jiju leads CRISIL Research’s gamut of offerings in the investment research space. His key
         responsibilities include formulating and executing business strategies, managing client
         relationships and delivery of high quality analysis. The services offered under Jiju’s leadership

DIA INVESTMENT       CONFERENCE
         include qualitative and quantitative investment research, wealth management solutions,
         valuation and benchmarking services. Jiju joined CRISIL in 2003. Through his stint, he has been
         instrumental in developing investment solutions for leading banks, brokerages, financial
         distributors and corporates.
         Jiju has a Bachelor’s degree in Commerce and a Masters in Business Administration from the
         University of Pune.

         ANKUSH AGARWAL, CFA
         Head – Global Research Centre
         JP Morgan India Private Limited
         Ankush Agarwal is currently responsible for managing a large team of research analysts spread
         across Mumbai and Shanghai that supports the global teams on public side research including
         equities, fixed income, commodities, economics, derivatives and quant at JP Morgan. Also has
         locational responsibility for the research operations support team based in Mumbai. Ankush
         Joined J.P. Morgan in 2004 in the GKN Research and after spending 15 months in Mumbai,
         moved into a client facing role in New York within the firm where he covered the Metals &
         Mining Industry as a sell-side equity research associate for 5 years. In April 2010 he relocated
         back to India and has since been heading the firm’s GKN Research and Research Operations
         department.
         Ankush is a CFA charterholder, He holds a Diplome Grand Ecole from ESCP-EAP, Paris, He has
         completed his Post Graduate Program in Management from Management Development Institute
         and a Bachelor of Commerce, Honors from Delhi University.

         SHANKAR PURUSHOTHAMA, CFA
         Director, India Equity Operations
         Morningstar
         Shankar leads the equity data operation team at Morningstar Mumbai. This team is responsible
         for the timely, complete and accurate acquisition of equity data that powers Morningstar
         products. Shankar has 20+ years of experience as a finance professional, specializing in the
         data and information services industry. He started his career with Siemens in Mumbai and
         moved on to work in the audit and assurance services practice of Ernst & Young in Bahrain for a
         brief period before transitioning into financial services consulting. His most recent experience
         before joining Morningstar was at S&P Global’s market intelligence division in Hyderabad.
         Shankar is passionate about working with people to help them realize their potential. He is a
         CFA charterholder.

         RAVI A. GAUTHAM, CFA
         Senior Vice President
         The Northern Trust Company
         Ravi Gautam has served as the head of Northern Trust Asset Management’s Business Unit
         in India since December 2009. He serves on the executive management team and board of
         Northern Trust’s India subsidiary – Northern Operating Services Pvt. Ltd. Previously, Mr. Gautham
         served as senior vice president and director of risk management at Northern Trust Global
         Advisors. He has written articles on, published papers and spoken on risk and portfolio
         management issues at several conferences worldwide. He also serves as an executive
         committee member of the American Chamber of Commerce in India (AMCHAM).
         Mr. Gautham is a CFA charterholder and a member of CFA Society India and CFA
         Society Chicago.
2ND FINANCIAL TALENT SUMMIT MUMBAI - Find a Society
E
H   SUREKHA SHENOY KUNDER

H   Executive Director, Chief Operating Officer
    Morgan Stanley

H   Surekha is the Chief Operating Officer of the India Global In House Centers (GIC) of Morgan
    Stanley in Mumbai and Bengaluru for the last 8 years and has been with Morgan Stanley for
    over 13 years. Prior to this role, she was the Co-Head for the India GIC Research team. She has
    spent 8 years on strategy and management consulting assignments across 13 industries in the
    Tata Group and Pricewaterhouse Coopers. She is the Western Region chair for the NASSCOM GIC
    Forum for 2015-2019 and part of the National GIC Council. She is passionate about Giving Back
    to society and works as part of Morgan Stanley’s CSR Committee leading a number of
    philanthropy and environmental initiatives across a wide variety of NGOs. She is on the
    Advisory Board of the Helen Keller Institute for the Deaf and Deafblind.
    Surekha holds a Master of Management Studies - Finance, where she ranked 1st at the
    University of Mumbai and is a Cost and Works Accountant (CWA).

    SONIA GANDHI, CFA MODERATOR
    Director
    CFA Society India
    Sonia Gandhi, CFA, has spent over 20 years in the investment management industry working
    with several global blue chip investment banks. As Director, Equities she was responsible for
    Deutsche Bank’s APAC client base. Previously, she worked with JP Morgan, BNP Paribas and
    Jardine Fleming—responsible for equity sales, capital market transactions and global account
    management. Ms. Gandhi is a director on the Board of the CFA Society India where she oversees
    the Programming and Continuing Education (PCE) Committee. She is extremely passionate
    about the role of ethics in the financial industry and conducts ethics’ workshops for corporates,
    and students across India. She is also one of the lead voices of the ‘Women in Finance’ initiative
    of CFA Institute in India.

    RAGHUVIR MUKHERJI
    Partner and Chief Risk Officer
    IIFL Investment Managers
    Raghuvir Mukherji heads Risk Management for IIFL Investment Managers. He is responsible for
    enterprise risks across its Advisory, Distribution, Asset Management (mutual funds, portfolio
    management services and alternative investment funds), Stock Broking, Lending and Trust
    businesses. In his last role, he was Chief Risk Officer at Reliance Nippon Life Asset Management
    Ltd (RNLAM). In all, he has about 19 years of experience spanning across various domains, viz,
    commercial banking, securities services, functional consulting for technology companies and
    risk management in organisations like Citi, HSBC, TCS and Infosys.
    Raghuvir is an alumnus of St. Xavier’s College Kolkata, a Chartered Accountant and Certified
    Financial Risk Manager (FRM) accredited by the Global Association of Risk Professionals, USA.

    ABHISHEK KHANDELWAL, CFA
    Chief Financial Officer
    Snow Leopard Ventures, A Venture Capital Firm
    Abhishek is an IIT-IIM alumnus, has worked in various leadership roles in CorporateFinance,
    Accounts, Strategy, and Investment Management functions in several industries across India
    andUS. Presently,working as Chief Financial Officer at Snow Leopard Ventures, a PrivateEquity/
    Venture Capital Investment firm, investing in early stagestart-ups/businesses in India. He is
    also keen follower of Sports, Bollywood Movies and Indian Politics.
2ND FINANCIAL TALENT SUMMIT MUMBAI - Find a Society
ONKARPREET SINGH JUTLA, CFA
Head Products
Edelweiss Global Wealth Management
Onkarpreet Singh has over thirteen years of investment management experience garnered
through Financial Markets Dealing Desk (Equities) and Private Banking Advisory Desk
(Multi-Asset Classes). In his current role, Onkar is responsible for entire investment product
platform for Edelweiss Global Wealth Management. His last assignment was with Kotak Wealth
Management as a Vice President – Products. He started his career with Indian Bank as a part
of the team managing its Proprietary Book in Direct Equity/Equity Mutual Funds etc.
Onkarpreet is a Gold Medalist in MBA (Finance) from ICFAI Business School, Hyderabad and a
CFA charterholder.

BHAVESH A SHAH, CFA
Chief Executive Officer
Averner Capital
Till early 2018, Bhavesh was the Managing Director – Investment Banking at JM Financial. He
headed the Financial Sponsor Group and co-headed the Emerging Clients Division. He has
experience spanning 21 years in Investment Banking and is focussed on deal origination and
execution across sectors. He has been associated, as the key deal maker, with some of the
significant and marquee deals in the Private Equity and capital markets space sizing up to
over USD 1.5 bn. In 2006, he was with Morgan Stanley, Hong Kong, covering the private equity
investors on Asia Pacific basis. Prior to Investment Banking, he spent four years in Equity
Research with JM Financial group and CERC.
Bhavesh Shah is a CFA charterholder.

SAURAV MISHRA, CFA MODERATOR
Director
CFA Society India
Saurav is a Director on the Board of CFA Society India. He is a Chartered Accountant and CFA
Charter-holder. He runs the Distressed Asset Business for Deutsche Bank India. Apart from his
Seven years stint with Deutsche Bank, he has worked in HDFC Bank, Tata Steel and Deloitte. He
has keen interest in the academic side of finance and is involved with CFA Institute in various
roles and has been a visiting faculty in management institutes.

SAKET JAIN
Managing Partner
Vito India Advisors
Saket is a founding partner of Vito India and has placed several people in the financial services
industry and worked with many more to help them develop their careers. He has worked in the
financial services industry for almost 15 years. He started as a tax and advisory consultant with
EY and BMR Advisors and then moved to investment banking with Morgan Stanley.
Saket holds a bachelor’s degree in commerce from Mumbai’s R.A. Podar College of Commerce
and economics and is an All-India rank-holder chartered accountant.
2ND FINANCIAL TALENT SUMMIT MUMBAI - Find a Society
2ND FINANCIAL TALENT
SUMMIT, MUMBAI

SUMMIT EVALUATION
                                                           Excellent   Good   Satisfactory   Poor
Please rate the Summit OVERALL                                4         3          2           1
Please rate the Summit CONTENT                                4         3          2           1
Please rate the Summit SPEAKERS                               4         3          2           1
Please rate the Summit BRANDING                               4         3          2           1

SPEAKERS                                                   Excellent   Good   Satisfactory   Poor

SUMMIT CO-CHAIRS
Hiren Chandaria, CFA                                          4         3          2          1
Jayna Gandhi, CFA                                             4         3          2          1

SUMMIT OPENING AND WELCOME
Jayesh Gandhi, CFA                                            4         3          2          1

CFA INSTITUTE CAREER SERVICES AND TOOLS
Neil Govier, CFA                                              4         3         2           1

 HOW TO OWN YOUR CAREER IN FINANCIAL SERVICES
 Dr. Jane Horan                                               4         3         2           1

CAREERS IN SALES/RELATIONSHIP MANAGEMENT
Gajendra Kothari, CFA                                         4         3          2          1
Gaurav Jaitley                                                4         3          2          1
Arpita Vinay                                                  4         3          2          1
Pramod Gubbi, CFA                                             4         3          2          1
Moderator: Anil Ghelani, CFA                                  4         3          2          1

CAREERS IN RESEARCH
Harsha Upadhyaya, CFA                                         4         3          2          1
Prashant Nair, CFA                                            4         3          2          1
Dwijendra Srivastava, CFA                                     4         3          2          1
Moderator: Biharilal Deora, CFA                               4         3          2          1

MEET AND GREET WITH INDUSTRY EXPERTS                          4         3          2          1

CAREER IN GLOBAL FINANCIAL INSTITUTION
Ankush Agarwal, CFA                                           4         3          2          1
Shankar Purushothama, CFA                                     4         3          2          1
Ravi A. Gautham, CFA                                          4         3          2          1
Surekha Shenoy Kunder                                         4         3          2          1
Moderator: Sonia Gandhi, CFA                                  4         3          2          1

CAREERS IN RISK MANAGEMENT/COMPLIANCE/ CORPORATE FINANCE
Raghuvir Mukherji                                             4         3          2          1
Onkarpreet Singh Jutla, CFA                                   4         3          2          1
Abhishek Khandelwal, CFA                                      4         3          2          1
Bhavesh A. Shah, CFA                                          4         3          2          1
Moderator: Saurav Mishra, CFA                                 4         3          2          1

BUILDING A CAREER IN FINANCIAL SERVICES
Saket Jain                                                    4         3          2          1
............................................................................................   1. Which topics or speakers attracted you to this Summit?

                                                                                                    Topics: _______________________________________________________________________________________________________

                                                                                                    Speakers: _____________________________________________________________________________________________________

                                                                                               2. List any topics or speakers (not part of this Summit) you would like to see in the future.

                                                                                                    Topics: _______________________________________________________________________________________________________

                                                                                                    Speakers: _____________________________________________________________________________________________________

                                                                                               3. Please list other educational Summit(s) you have recently attended and indicate if today’s event was better, about the
                                                                                                  same, or worse in terms of educational benefits:

                                                                                               Summit name:                                                               Today’s event was: Better            Same         Worse

                                                                                               _________________________________________                                                         3             2              1

                                                                                               _________________________________________                                                         3             2              1

                                                                                               4.   How did you first become aware of the 2st Financial Talent Summit?
                                                                                               a.   A colleague
                                                                                               b.   A friend (not a colleague)
                                                                                               c.   CFA Society India
                                                                                               d.   CFA Institute emailer
                                                                                               e.   Non-CFA Institute emailer
                                                                                               f.   Online advertisement
                                                                                               g.   Social Media ads (Facebook, Twitter, LinkedIn etc.)
                                                                                               h.   Promotions on CFA Institute social media channels (Facebook, Twitter, etc.)
                                                                                               i.   CFA Institute website
                                                                                               j.   CFA Society India website
                                                                                               k.   The Internet (other than the CFA Institute website), please specify:______________
                                                                                               l.   Other (please specify):______________________

                                                                                               5. Please rate the following aspects of your experience                          Excellent       Good      Satisfactory      Poor
                                                                                                  Usefulness of pre-Summit information (e.g., website/e-mail)                      4             3             2              1
                                                                                                  Ease of the registration process                                                 4             3             2              1
                                                                                                  Quality of speaker presentation slides                                           4             3             2              1
                                                                                                  CFA Society India customer service                                               4             3             2              1

                                                                                               6. Please rate the venue:                                                        Excellent       Good      Satisfactory      Poor
                                                                                                  Customer service                                                                 4             3             2              1
                                                                                                  Food quality                                                                     4             3             2              1
                                                                                                  Venue layout                                                                     4             3             2              1
                                                                                                  Summit signage and visual appearance                                             4             3             2              1

                                                                                               7. Exhibits:                                                                                      Yes           No
                                                                                                  Did you visit the exhibit area at this Summit?
                                                                                                  Did you find the exhibit demonstrations interesting?

                                                                                                    What other exhibitors (i.e., products or services) would you find interesting to learn about at future Summits?

                                                                                                    ______________________________________________________________________________________________________________

                                                                                                  ______________________________________________________________________________________________________________
                                                                                               8. Specific comments about the Summit:

                                                                                                    ______________________________________________________________________________________________________________

                                                                                               Some comments may be used for testimonial purposes. If you agree to have your comments used, please write and sign your name below.

                                                                                               Name:                                                        Signature:                                 Date:

                                                                                               Please return this completed form to the registration desk
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