smallcase partners with CAIA for 10 Lessons in Finance

What is the best financial lesson that you’ve ever received?

Wouldn’t it be grand if we could compile the best ones in one place? With this exact objective in mind, the Chartered Alternative Investment Analyst Association (CAIA) of India started ’10 Lessons in Finance’. The community wanted to tackle financial education and create awareness among people. As a Member-driven organization, CAIA is joined by charter holders in over 100 countries on a mission to foster a true profession that serves the public good collectively. As the Indian economy continues to grow, it’s crucial to understand and follow the financial lessons which can help navigate the markets. To solve this, CAIA provides unbiased insights on a broad range of investment strategies and industry issues, key among them being efforts to bring greater diversification to portfolio construction and decisions to achieve better long-term investor outcomes. Let’s get to know more about the event.

What is CAIA?

The Chartered Alternative Investment Analyst (https://caia.org/) Association, a non-profit organization founded in 2002, is the world leader in alternative investment education.

CAIA Association is a global professional body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. Through the credentialing of investment professionals, advocating with regulators and senior leaders, and developing world-class thought leadership, CAIA aims to raise the standards of the industry.

For the benefit of our members, candidates, and the wider industry we hold 250+ events globally. Over the last two years, these have remained virtual, opening the audience base with borderless digital events.

We have a curated newsletter, blog, thought leadership research papers and official publications to keep solidly abreast with the latest developments in the alternative investment space. Further, we have 80+ academic and association partners spread across the globe.

10 Lessons in Finance, 2022

In the 3rd successive edition of 10 Lessons in Finance, CAIA will create an “In Partnership with Industry” engagement model where series partners will contribute to discussions addressing the changing dynamics of investing, with a spotlight on local India-related matters, alongside local, regional and global voices.

CAIA will host the virtual event and work with series partners to build relevant, timely and informed content. Series attendees will obtain diverse viewpoints, reflective insights, and broad understandings of contemporary factors affecting investment decision-making. Partners will showcase their expertise in sessions and connect across the wider series.

Topics which will be covered include: Private and Public Market Interactions; Geo-Politics – A Lens on India, Risk Analysis, Long Term, Fund Accounting, Legal Insights, The Role of Media in Investing, Founder Investing Thoughts, Private Market Valuation Dynamics, etc.

The virtual event will host webinars which will be held every Tuesday and Thursday, beginning 27th October, and will run until 29th November 2022. Each webinar will last for an hour and will commence at 4:30 pm IST.

smallcase Managers speaking at the event

On 24th November, a panel of smallcase Managers will discuss “Does India Need More Fund Managers?” The panel consists of popular smallcase Managers – Alok Jain, Founder, Weekend Investing; and Divam Sharma, Founder, Green Portfolio. This discussion shall be moderated by Rakesh Rathod, Vice President, smallcase.

As the Indian economy continues to grow and see its best years ahead, there is an increasing need for fund managers who can help investors protect and generate wealth and invest the country’s capital wisely. While there are already a number of fund managers in India, it is estimated that the country will need even more in the coming years in order to keep up with the demand.

There are a number of reasons why India needs more fund managers. First, the country’s population is continuing to grow, which means there are more people who need to be able to save and invest for their future. Second, the Indian economy is becoming more complex, making it more difficult for individual investors to navigate on their own. Finally, as the country’s capital markets continue to develop, there is an increasing need for professional fund managers who can help identify and invest in the best opportunities.

This is good news for those looking to enter the profession, as there will be plenty of opportunities for growth and development. Given the growing exposures, there’s requirement of more coverage and ideas and strategies that professionals can help investors navigate through for their unique financial needs and goals. This webinar will focus on this conversation.