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CFA Society India

Sep 3 • 6 tweets • 4 min read

What a brilliant day of learning at #MAW !

Keep sharing your takeaways using #MAW and following us here, or across Social Media.

Log on to our app, or our website cfasocietyindia.org

@Iamsamirarora

A thread of threads - of our live tweets from the day

Session one by @Iamsamirarora on "How to Develop and Construct an Investment Philosophy", moderated by @safiranand

https://twitter.com/CFASocietyIndia/status/1565914155441618944?t=wTJxw0ZZDnNKJk4JVtZhRg&s=19

@VGoenka82

Session #2 was from Utpal Sheth, veteran investor, CEO and Partner at Rare Enterprises on "Dimensions of Mistakes in Investing", moderated by @VGoenka82, Managing Partner at @VQIndia

https://twitter.com/CFASocietyIndia/status/1565943942536765440?t=cdTKa_1_w1BpYp4Hych6kQ&s=19

@Lakshmi1876

Session #3 covered "Navigating the Market Maze" by @Lakshmi1876, moderated by Jayen Shah. A very interestingly presented session full of movie references and anecdotes to keep us engaged.

https://twitter.com/CFASocietyIndia/status/1565980795847999488?t=STchjGZeN2I5kQK_bNKeIw&s=19

@blackstone

The final session for the day was by Amit Dalmia from @blackstone covering their "Business Builder Approach to Investing", moderated by Navneet Munot of @hdfcmf .

https://twitter.com/CFASocietyIndia/status/1566011528717152256?t=XYZ87Nl3tkWBf1wMZ0w8YA&s=19

To complete the loop :)

https://twitter.com/CFASocietyIndia/status/1566051282439180288?t=KyL5CP5vBt8fVgL76OnRMA&s=19

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CFA Society India

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Sep 3

@blackstone

We start with the last session of the day at #MAW - Business Builder Approach to Investing - with Amit Dalmia, Senior Managing Director @blackstone, moderated by Navneet Munot, MD & CEO, @hdfcmf

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Referring to @Lakshmi1876's slides on India's macroeconomic strength in her session at #MAW - Amit adds that the demographic dividend in India is very strong, and is very attractive from a global investor community point of view.

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Sep 3

@Lakshmi1876

We head to our 3rd session for the day - Navigating the Market Maze - by @Lakshmi1876 , with a very quirky introduction by @jayenshah !

A very interesting introduction to the Market Maze - with an analogy to the movie Bhool Bhulaiya!

The central bank printing press has gotten too hot - and the excesses are being sucked out.

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CFA Society India

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Sep 3

Much awaited session at Kolkata by Utpal Seth, Rare Enterprises, on "Dimensions of Mistakes in Investing", to be moderated by Varun Goenka.
#MAW

Utpal Sheth starts with a tribute to Rakesh Jhunjhunwala

Utpal Sheth lays out the context for today's session - Mistakes are rarely discussed!

Outcomes don't define mistakes. They are known through a process of deep introspection & multiple iterations. The opportunity cost of not embracing mistakes is very high.

Read 20 tweets

CFA Society India

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Sep 3

@Iamsamirarora

We start with our first session of the day with @Iamsamirarora, to be moderated by @safiranand. He will be speaking on "How to develop and construct an investment philosophy"
#MAW

Samir begins his session by establishing the case for Equities, and within that, Indian Equities. He adds: for the past 25 years (1997-2022), Indian equity markets index has given higher return than investing in shares of Berkshire Hathway (US$ terms)