Saturday, October 31, 2009

Seeking alpha in a Beta World

Playing in the stock market is all about the race to achieve superior returns and beat the market. It is this quest for alpha that keeps everyone on their toes. The Financial crisis has totally changed the playing field and the rules of the game. Times are changing now and things are certainly looking 'greener' and their talks that the next big bull run is on its way. Samvat 2065 gave astounding returns of 108% on the benchmark SENSEX. Metals, Automobiles, commodities, realty all performed well. The next big question is which sectors would lead and participate in the next phase of the market uptrend.

The time is apt for all investors to reassess their portfolios. IIFT invites the best in the industry to share their perspectives on the quest for alpha. A number of topics like role of investment banks in unlocking value, emerging opportunities in private equity, fixed income portfolio management strategies, alpha generating strategies in the Indian Market and the crucial role played by commodities in portfolio diversification would be covered in the first session.

Some of the eminent speakers sharing their valuable inputs in the first session are :
  • Mr.Rakesh Jhunjhunwala, Partner, RaRe Enterprises
  • Ms. Madhabi Puri Buch, CEO, ICICI Securities
  • Mr. Baman K Mehta, CEO, Darashaw & Co
  • Mr. Amit Chandra, MD and Country Head, Bain Capital India
  • Mr. Lamon Rutten, CEO, MCX India

Sesssion I - Generating Alphs in Beta World

The CEO's Desk, 5 star session


Alpha Generating Strategies in today’s market environment:


Mr. Rakesh Jhunjhunwala
Partner
RaRe Enterprises





Investment Banks – Unlocking Value

Ms. Madhabi Puri Buch,
MD and CEO, ICICI Securities Ltd.








Potential in Fixed Income Portfolio Management

Mr. Baman K Mehta
,
Chief Executive Officer Darashaw & Co.








Commodity Investments – Diversifying Portfolio

Mr. Lamon Rutten,
MD and CEO,
Multi Commodity Exchange of India Ltd




Emerging Private Equity Opportunities in India

Mr. Amit Chandra,
Managing Director,
Bain Capital India