CFA Institute Live Webinars Presentation Recorded 21 Jan 2021
CIO’s Insights: Alternative Equity Primer
In the past five years, category III alternative investment funds (AIFs) have grown at 70% calculated annual growth rate to reach 49,364cr in assets under management. This explosive growth has been backed by a new generation of active strategies, an emerging set of asset management companies and fund managers, and strong performance. And the best is yet to come as India emerges from the pandemic and equity markets generate opportunities for stock pickers.
In this webinar, Nalin Moniz covered the journey of the AIF industry, including the major players, the strategies, and emerging trends as well as what investors should look forward to in the coming years.
- Learn about the alternative equity canvas
- Review idea creation — what is different, what works
- Discuss risk Management best practices
- Examine performance attribution — skill versus luck
This is the archived version of a live webinar that took place on 21 January 2021
About the Speaker(s)
Nalin Moniz, CFA, is a graduate of the Jerome Fisher Program in Management and Technology from the University of Pennsylvania (USA), with joint degrees in economics from the Wharton School and in computer science engineering from the Moore School. Currently, Moniz is the CIO of Alternative Equity at Edelweiss Asset Management and was earlier associated with Goldman Sachs Asset Management as a portfolio manager. He had thought of starting his own venture in India by the name of Forefront Capital Management, an alternative asset management firm, but the firm was acquired by Edelweiss in 2014. With a decade and a half of financial experience under his belt, he played a pivotal role in Edelweiss’s acquisition of Ambit Capital’s AIF business in 2016. At Edelweiss Asset Management, he leads the research and portfolio management for the alternative equity funds across AIF, portfolio management services, and offshore platforms, in addition to being the fund manager for the Edelweiss Alternative Equity Scheme. He was a Eureka Hedge Indian Hedge Fund of the Year nominee in 2014, 2016, and 2017 and was voted one of the top 40 under 40 professionals in Indian alternative investments. A marathon enthusiast, Moniz has run races in Amsterdam and Berlin in the past two years. When asked his secret to running 42.195 km, he said, “You run 1 km 42 times.”
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.