Using Options & Special Situations to Improve Long-term Portfolio Alpha by Gaurav Sud & Siddharth Aggarwal| Delhi
- October 29, 2022
- 9.30- 1.30 pm
- IBIS, Delhi
CFA Society India is pleased to invite you for a session with Mr. Gaurav Sud, Managing Partner at Kanav Capital & Siddharth Aggarwal, Managing Partner with Aasn Consultants
Learning outcomes for the session
– Understand the importance of asset allocation and the role it plays in long term portfolio returns
– Constructing long term equity portfolio with asymmetric pay-offs
– Stock Options as an income strategy to improve long term portfolio alpha
– Special Situations as a strategy to generate uncorrelated returns with good risk reward payoffs
EVENT DETAILS:
DATE: Saturday, 29th October 2022 | TIME: 9:45 am – 1: 30 pm (registration start at 9:15 a.m.) | VENUE: IBIS New Delhi International Airport
REGISTRATION:
CFA Society India members: Free
Level 3 passouts : 1000 ( all inclusive)
Candidates : 1000 ( all inclusive)
Others: 1500 ( all inclusive)
Gaurav Sud
Gaurav Sud is the Managing Partner at Kanav Capital, a family office based out of Gurgaon. He has been running the firm for the last decade with an investment focus in the small and mid cap segment of the capital markets. His investment style has evolved from value investing, to more esoteric segments of the market and is now focused on generating risk adjusted returns on the portfolio. He has built trading strategies using options and special situations driven by corporate events, where the risk reward is in favour. Gaurav is a graduate from IIT Delhi has done his MBA in Finance from IIM Calcutta. He has over a decade of experience working with leading consulting and IT companies in strategy, corporate planning, M&A and investment banking. He has been a full time investor for the last 15 years, and now manages his own family office.
Siddharth Agarwal
Siddharth Agarwal is the Managing Partner with Aasn Consultants. He has a rich capital market experience of over 15 years. He is currently based out of Gurgaon and manages his private family office, focusing on investment opportunities with asymmetric pay-offs. He has worked in quantitative and risk management roles with some of the leading global investment banks and hedge funds where he helped manage large multi-asset investment portfolios. Siddharth is a graduate from IIT Delhi and a CFA & FRM charter holder.
Gaurav Sud
Gaurav Sud is the Managing Partner at Kanav Capital, a family office based out of Gurgaon. He has been running the firm for the last decade with an investment focus in the small and mid cap segment of the capital markets. His investment style has evolved from value investing, to more esoteric segments of the market and is now focused on generating risk adjusted returns on the portfolio. He has built trading strategies using options and special situations driven by corporate events, where the risk reward is in favour. Gaurav is a graduate from IIT Delhi has done his MBA in Finance from IIM Calcutta. He has over a decade of experience working with leading consulting and IT companies in strategy, corporate planning, M&A and investment banking. He has been a full time investor for the last 15 years, and now manages his own family office.
Siddharth Agarwal
Siddharth Agarwal is the Managing Partner with Aasn Consultants. He has a rich capital market experience of over 15 years. He is currently based out of Gurgaon and manages his private family office, focusing on investment opportunities with asymmetric pay-offs. He has worked in quantitative and risk management roles with some of the leading global investment banks and hedge funds where he helped manage large multi-asset investment portfolios. Siddharth is a graduate from IIT Delhi and a CFA & FRM charter holder.
3 PLCFA Institute members can claim PL credit by providing their CFA Institute ID number when registering. |
 Global Passport Accredited Programme Allows members of participating CFA societies to attend each other's society events at the local member price |