CFA Institute Live Webinars Presentation Recorded 22 Oct 2020
Practitioners' Insights: Portfolio Management with Multicaps
Multicap investing in India offers a broader risk spectrum for decision makers. From idea generation to risk management, compared with multicaps, investing in specific large-cap, small-cap, or mid-cap categories can be significantly different on a range of parameters. This webinar will provide a portfolio manager's insight on the many challenges and opportunities in managing money in the multicap space.
- Understand the investment process and framework
- Gain insight about risk management requirements
- Learn best practices and review avoidable mistakes
This is the archived version of a live webinar that took place on 22 October 2020
About the Speaker(s)
Atul Bhole has about 15 years of investment experience. He joined DSP Investment Managers in May 2016 as vice president-investments. In his last stint, at Tata Asset Management Ltd., among others, Bhole managed the Tata Balanced Fund, Tata Midcap Growth Fund, and Tata Equity P/E Fund. In his past assignments, he worked as an equity research analyst covering a variety of sectors, including IT; telecom; and banking, financial services, and insurance. Before Tata Asset Management Ltd., he worked with other large financial services organisations, including JP Morgan Services (India) Pvt. Ltd. covering companies in Asia Pacific and the State Bank of India, in their Treasury Department. Bhole holds a master’s degree in management studies from Jamnalal Bajaj Institute of Management Studies and has cleared his Chartered Accountancy 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.