Networking event…

Contributed by: Anil Ghelani, CFA, Director IAIP



The CFA Institute and Indian Association of Investment Professionals (IAIP) hosted an Networking Event in Mumbai, on Wednesday, Nov 12 2014, with professionals & CFA charter holders from various parts of the world working in diverse segments of the financial services industry viz. equities, fixed income, rating agencies, wealth management, private equity, treasury & corporate finance areas.


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Paul Smith, CFA, Managing Director Asia Pacific at CFA Institute, introduced his team from CFA Institute as well as members of the Claritas Advisory Committee present on the occasion viz. Dean Junkans, CFA Chief Investment Officer at Wells Fargo Wealth, Brokerage and Retirement, Jayesh Bhansali, CFA, CAIA Head Global Derivatives & Fixed Income Quantitative Portfolio Management at TIAA-CREF, and Kishore Gandhi Chief Credit Officer at Fitch India Ratings.

Jayesh Gandhi, CFA, President & Director, IAIP, apprised members & participants about the up coming India Investment Conference (IIC) on January 9th 2014 – the 5th in row. Some marque speakers in IIC include Prof. Arvind Panagariya, Russell Napier, and Dr. Vikram Mansharamani.  

Apart from the active volunteers, committee chairs and directors from IAIP, we had Sunil Singhania, CFA, currently a member of Board of Governors, CFA Institute, the highest governing body of the institute. Sunil is one of the founder and the past President of IAIP. 

– A G 

PS: For more information on CFA Institute, IAIP, upcoming events, CFA & Claritas programs, kindly visit and

About IAIP

India Association of Investment Professionals (IAIP), which is established April 2005 and located in Mumbai, is an association of local investment professionals. As one of the 136 CFA Institute member societies, IAIP connects members to a global network of investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, IAIP promotes ethical and professional standards within the investment industry, facilitates the exchange of information and opinions among people within the local investment community and beyond, and works to further the public’s understanding of the CFA designation and investment industry.
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2 Responses to Networking event…

  1. Pankaj Rathi says:

    I am not getting any mail on event or networking

    Date: Fri, 14 Nov 2014 04:35:13 +0000 To:


  2. IAIP says:

    Kindly visit for the calendar of forthcoming events…


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