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ARIA’s Virtual Summit 2024

e-INSPIRE

Digi-tech: the BFF of Advisers!

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Oct 9, 2024

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3 pm to 7 pm

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Virtual

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Join us for e-INSPIRE 2024, a premier virtual Summit focusing on how digital tools and innovations are transforming personal financial advice. As technology reshapes advisory practices, this summit will explore key trends, challenges, and opportunities that Registered Investment Advisers (RIAs) and Financial Planners face today.

Team

Co-Chairs: Jay Thacker & Jigar Patel
Board Members: Amit Kukreja & Vivek Rege

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e-INSPIRE Theme

Digital Revolution in Personal Financial Advice’ Effective Adoption – Opportunities & Challenges

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• Discover how cutting-edge technologies integrated together are enhancing Client experience and driving Practice Growth.
• Learn how to effectively manage a hybrid (‘Phygital’) advisory model that combines the best of technology and human expertise.
• Gain insights into overcoming challenges in digital adoption and preparing for the future of investment advisory in a tech-driven world.

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• Registered Investment Advisers (RIA)
• Personal Financial Planners and Wealth Managers
• Representatives of Financial Regulators and their Intermediaries
• Anyone interested to know about the latest Digital revolution in Financial Advice

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Time	Itinerary	Speakers
2:45 – 3:00	Exploring the virtual selfie booth, and engaging with the scribble wall	Participants
3:00 – 3:10	e-INSPIRE Summit Introduction	Jay Thacker, Principal Adviser, Wealth Nation
3:10 – 3:15	Launch of the Revamped ARIA Portal	Kamlesh Varshney, WTM, SEBI
3:15 – 3:25	Summit Key-note Address	Kamlesh Varshney, WTM, SEBI
3:25 – 4:00	Fire Side Chat with the Regulator	Kamlesh Varshney, WTM, SEBI; Vivek Rege, Founder & CEO, V R Wealth Advisors
4:00 – 5:00	Indian Panel: Navigating the Investment Landscape: Perspective from Asset Management and Fintech Leaders	Nilesh Shah, Group President & Managing Director, Kotak Mahindra AMC; Kalpen Parekh, Managing Director & CEO, DSP Asset Managers; Harish Narayanan, Chief Marketing & Digital Officer, HDFC AMC; Nikhil Aggarwal, Founder & Group CEO, Grip; moderated by Amit Kukreja, Fee-Only Financial Advisor.
5:10 – 5:40	Practitioner Presentation: Bouquets and Battlescars – The Why’s and How’s of Tech in Personal Finance	Shyam Sunder, Managing Director, PeakAlpha Investment Services moderated by Jigar Patel, Principal Officer, Neuron Wealth Advisors
5:40 – 6:20	International Panel: Changing Role of Technology for Investment Advisors – An International Perspective	Edward Ware, Head of Americas Wealth Channel Management, S&P Dow Jones Indices; Paul Grimes, CFP, Chief Professionalism Officer, FPSB.; moderated by Abhijit Talukdar, Founder, Attainix Consulting
6:20 – 6:50	Practitioner Presentation: Harnessing Tech for Personalized Client Delivery	Rohit Shah, Founder & CEO, GYR Financial Planners moderated by Jay Thacker, Principal Adviser, Wealth Nation
6:50 – 7:00	Event Summary & Acknowledgment	Jigar Patel, Principal Officer, Neuron Wealth Advisors

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Early bird registrations are closing soon!

 

Secure your spot now before it’s too late!

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Kamlesh Varshney
WTM, SEBI

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Nilesh Shah
Group President & Managing Director
Kotak Mahindra Asset Management Company (KMAMC)
LinkedIn

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Kalpen Parekh
Managing Director & CEO of DSP Asset Managers Pvt. Ltd.
LinkedIn

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Harish Narayanan
Chief Marketing & Digital Officer, HDFC AMC
LinkedIn

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Nikhil Aggarwal
Founder & Group CEO of Grip
LinkedIn

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Edward Ware
Head of Americas – Wealth Channel Management at S&P Dow Jones Indices
LinkedIn

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Paul Grimes, CFP
Chief Professionalism Officer,
Financial Planning Standards Board Ltd.
LinkedIn

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Rohit Shah
Founder & CEO, GYR Financial Planners Private Limited
LinkedIn

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Shyam Sundar
Managing Director, PeakAlpha Investment Services Private Limited
LinkedIn

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Jay Thacker
Co – Chair e – INSPIRE
Principal Adviser – Wealth Nation
LinkedIn

 

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Jigar Patel
Co – Chair e – INSPIRE
Principal Officer – Neuron Wealth Advisors
LinkedIn

 

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Abhijit Talukdar
Founder, Attainix Consulting
LinkedIn

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Amit Kukreja
Board Member
Fee-Only Financial Advisor
LinkedIn

 

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Vivek Rege
Board Member
Founder & CEO – V R Wealth Advisors Pvt Ltd.
LinkedIn

 

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2^nd Virtual Summit

11^th, 12^th and 13^th November

Join us and our esteemed panel of speakers. We will discuss solutions to industry challenges, share incredible stories, talk about topics like behavior, role clarity, practice models, global industry trends and more so that you are equipped with the tools you need to reinvent your advisory practice.

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SR.	SESSION	SPEAKER	START
ReInvent: Day 1 – Thursday, 11 Nov 2021			16:00
1	Capital of Courage	Chetna Gala Sinha	16:15
2	The Ultimate Battle of RIA Practice Models (Moderated by Vishal Dhawan)	Lovaii Navlakhi Avinash Luthria S R Srinivasan Amit Kukreja	17:10
3	Evolution of Fixed income & preparing for normalization	Suyash Choudhary	18:10
4	She-conomics: Advisor Edition	Tuula Jalasja Renu Maheshwari	19:05
ReInvent: Day 2 – Friday, 12 Nov 2021			16:00
5	Future Proof Your Advisory: Practice Standards (Moderated by Dilshad Billimoria)	Noel Maye Sonia Gandhi Harsh Roongta	16:05
6	Brand Builiding by RIA	Radhika Gupta Amit Kukreja	17:00
7	Can You  STell A Story ?	Janaki Sabesh	18:00
8	A deep dive into an Advisor’s Behavioural biases	Steve Wendell Kalpen Parekh	19:00
Reinvent: Day 3 – Saturday, 13 Nov 2021			16:00
9	Beyond Regulation – A BoredRoom Comedy	Vikram Poddar	16:05
10	The Future of Advisory: International Trends (Moderated by Suresh Sadagopan)	Moh Hon Meng David Kop Janet Hugo	16:55
11	RIA Practice: Trends in the USA	Ajit Menon John Benton	17:55
12	Going Beyond the Call of Duty (Moderated by Uday Doot)	Dilshad Billimoria Harsh Roongta Jitendra Solanki	18:55

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