CFA Institute Live Webinars Presentation Recorded 05 Sep 2019
Practitioners’ Insights: Investing Wisdom from a Library of Mistakes
Investing expertise is often built through proven concepts and best-in-class practical strategies. Learning from mistakes is the unexplored road for building expertise. The costlier way to learn is to commit mistakes, pay the price for the same, try to reflect and avoid subsequent ones. This, one does all the time: commit mistakes and then make an effort to reflect and avoid. A much easier approach is to avoid these follies through learning from the wrong path others have taken. This webinar will cover a range of common investing mistakes. We will also discuss uncommon observations on both forced and unforced errors in professional money management. While one reads about successful investors and their processes and strategies, one can’t ignore the tremendous wisdom and learning from common and uncommon mistakes inherent in the process. From accounting shenanigans to being caught in a bubble vortex, valuation errors, and bouncing back from a period of underperformance, this webinar seeks to highlight and lay a framework to create awareness about typical mistakes and ways to navigate pitfalls.
1. Learn about common mistakes – past and present
2. Understand frameworks to identify mistakes by sidestepping them
This is the archived version of a live webinar that took place on 05 September 2019.
About the Speaker(s)
Kuntal Shah is a partner at Oaklane Capital Management LLP and has an opportunistic inclination towards value-oriented and risk-controlled approach to investments. He has been an extremely successful investor over the past two decades and his investing success has come from exploiting the inefficiencies inherent in the markets. He was part of a three-member principal team supported by 20 professionals looking after a portfolio of $600 mn across various asset classes for a family office. Mr. Shah has in-depth understanding of value investing with focus on risk identification and mitigation, emerging trends and opportunities in key growth sectors in India, taxation and accounting. He has lectured at UTI Institute of Capital Markets, IIM Ahmedabad, IIT Bombay, Symbiosis, FLAME, and the Institute of Chartered Accountants of India. Mr. Shah is an electronics engineer from the University of Pune.
Shreenivas Kunte, CFA, CIPM, is a director of continuing education 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.