CFA Institute Live Webinars Presentation Recorded 17 Oct 2018
Investing in India's Growing Unlisted Space
India has a long tail in the listed market space. With more than 5,000 firms, India has the highest number of listed companies in the world. There is a large group of pre-IPO companies as well, in which a diverse set of investors have interests, including high-net-worth. But anyone can now invest in shares of well-known names like PayTm, UTI, Kurlon, HDBFs, HDFC Securities. The pre-IPO "Off-Market" gives investors an opportunity to catch young companies early. The industry has structurally evolved and several institutional investors are now active participants.
In this webinar, the following topics will be addressed:
- Overview of the industry: structure, brief history, players
- How to get started and sources of information (Investor/Market Maker)
- Identifying and investing in an opportunity
- Potential risks
- Experiences over the years
- Future outlook
- Tax implications and recent regulatory developments
This is the archived version of a live webinar that took place on 17 October 2018.
About the Speaker(s)
Vinay Bagri, CFA, co-founder of Shree Mahavir Investment, has more than 15 years of experience in the investment management industry with stints at global firms in the United States and India. In 2008, he co-founded Shree Mahavir Investment, a boutique Investment advisory firm focused on the unlisted/Pre-IPO space. As the chief investment officer, Mr. Bagri works closely with investors, company management, and other stakeholders to create shareholder wealth and embrace best global practices. Before that, he was instrumental in the setup and growth of the Global Delivery Center of Franklin Templeton Investments in Hyderabad. Mr. Bagri is a director of CFA Society India, a Chartered Accountant (India), and has cleared all levels of India’s Company Secretary exams.
Shreenivas Kunte, CFA, CIPM, is a director of professional learning and advocacy at CFA Institute. In this role, Mr. Kunte contributes to thought leadership in the investment profession. He writes on investing topics in leading publications and represents CFA Institute at conferences and forums. Mr. Kunte serves as an external research scholar at the Indian Institute of Technology Bombay. Previously, he worked as the country trading strategist for Citi in Tokyo, Japan. He holds a degree in computer engineering from the University of Mumbai.