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The Global Investments Summit (GIS) is returning for its 2nd edition to explore the challenges and opportunities in international investments. Cross-border investments have gathered considerable momentum over the last decade as Indian investors are increasingly looking beyond shores to diversify their business & personal investments, to gain access to new markets & asset classes, and to ride different economic cycles and benefit from the best investment minds from across the world.

GIS is an annual platform for bringing together experts and thought leaders to discuss unique perspectives and approaches to global investing. This Investment Summit will present leading edge investment research and will explore new global investment approaches, ideas and unique strategies that can benefit individual and institutional investors from India.

GIS blends educational discussion panels led by thought leaders, and pre-arranged one on one meetings. This event aims to provide an educational environment for productive networking and the fluid exchange of ideas.

The 2020 edition of GIS will be co-organized with the Global Alternative Investments Expo 2020.


  • 500+ Conference attendees & 1000+ Expo attendees representing various stake holders of the global investments domain
  • 15 countries represented at last year’s conference.
  • 30+ Global Thought Leaders as speakers.
  • 20+ substantive sessions to evaluate and discuss recent market trends.

GIS 2020 Speakers

Ankur Jain

Ankur Jain

Founding Partner
Emergent Ventures

Apoorva Vora

Apoorva Vora

Founder & CEO
Finolutions LLP

Asheesh Chanda

Asheesh Chanda

CEO & Founder
Kristal.AI.

Ashish Kehair

Ashish Kehair

President & Head - Wealth Management
Edelweiss

Atul Singh

Atul Singh

Founder & CEO
Validus Wealth

Brian Kelliher

Brian Kelliher

Partner
Dillon Eustace, Dublin

Himanshu Gupta

Himanshu Gupta

India Business Head
Kristal.AI.

Jonathan Law

Jonathan Law

Partner Dillon Eustace
Cayman

Karan Bhagat

Karan Bhagat

Founder, MD & CEO
IIFL Wealth & Asset Managementent

Lovaii Navlakhi

Lovaii Navlakhi

Managing Director
International Money Matters

Mathieu Forcioli

Mathieu Forcioli

Head of Asia Pacific
Moonfare

Marc von Grundherr

Marc von Grundherr

Director
Benham & Reeves

Martin Freeman

Martin Freeman

Chief Executive Officer
Orbvest

Munish Randev

Munish Randev

Founder & CEO
Cervin Family Office

Phil Story

Phil Story

Senior Executive Officer and Head of Distribution
EMEA, ITA ( Middle East) Ltd.

Prateek Pant

Prateek Pant

Co-Founder and Head of Products and Solutions
Sanctum Wealth Management

Rajesh Bhatia

Rajesh Bhatia

MD & CIO
ITI Long Short Equity Fund

Sanjay Mehta

Sanjay Mehta

Founder & Partner
100X VC

Sanjay Shah

Sanjay Shah

Founder & MD
Prudent Corporate Advisors

Saurabh Mukherjea

Saurabh Mukherjea

Founder and Chief Investment Officer
Marcellus Investment Managers

Saurabh Wadhawan

Saurabh Wadhawan

Director
Caerus Ventures

Susanta Mazumdar

Susanta Mazumdar

Partner
Nuvest Capital

Thomas Meichl

Thomas Meichl

Head of Advisory
Kristal.AI

Vineeth Narasimhan

Vineeth Narasimhan

Co-Founder & CTO
Kristal.AI

CONFERENCE AGENDA

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14:00

Welcome Remarks

Confirmed:
Aditya Gadge, Founder & CEO, AIWMI

14:15

Opening Remarks

Confirmed:
Asheesh Chanda, Founder & CEO, Kristal.AI

14:45

Building a Global Investment Portfolio

Confirmed
Karan Bhagat, Founder, MD & CEO – IIFL Wealth & Asset Managementent
Atul Singh, Founder & CEO, Validus Wealth
Ashish Kehair, President & Head – Wealth Management, Edelweiss
Prateek Pant, Co-Founder, Head of Products & Solutions, Sanctum Wealth Management (Moderator)
Asheesh Chanda, Founder & CEO, Kristal.AI

15:30

Investing in Global Alternative Assets

Confirmed:
Susanta Mazumdar, Partner, Nuvest Capital

16:00

Investing Wisely Offshore

Confirmed:
Phil Story, Senior Executive Officer and Head of Distribution EMEA, ITA (Middle East)

16:30

Regulations Governing Cross-border Investments

Confirmed:
Sandeep Parekh, Managing Partner, Finsec Law Advisors

17:00

Networking break

17:15

Investing in UK Real Estate

Confirmed:
Marc von Grundherr, Director, Benham & Reeves

17:45

International Fund Locations and Structures

Confirmed:
Brian Kelliher, Partner, Dillon Eustace, Ireland.
Jonathan Law, Partner, Dillon Eustace, Cayman Islands

18:15

Networking Break

18:30

Seven Steps to Becoming a Monopolist in India

Confirmed:
Saurabh Mukherjea, Founder and Chief Investment Officer, Marcellus Investment Managers

19:15

Alternative Investments- Going beyond the 60 – 40 rule

Confirmed:
Thomas Meichl, Head of Advisory, Kristal.AI (Moderator)
Mathieu Forcioli, Head of Asia Pacific -Moonfare
Saurabh Wadhawan, Director, Caerus Ventures
Asheesh Chanda, Founder & CEO, Kristal.AI
Rajesh Bhatia, MD & CIO, ITI Long Short Equity Fund

20:00

End of Conference

* AIWMI reserves the right to amend any part of the Event format, including speakers and agenda.
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09:00

Venture Capital investments in Indo-US corridor

Confirmed:
Ankur Jain, Partner, Emergent Ventures US

09:45

Investing in Healthcare Realestate for Rental Yield

Inviting:
Martin Freeman, Chief Executive Officer, Orbvest

10:30

Break

11.00

Fitment of Global Products in Investor Portfolios

Confirmed:
Apoorva Vora, Founder, Finolutions LLP
Munish Randev, Founder & CEO, Cervin Family Office
Lovaii Navlakhi, Managing Director, International Money Matters

Inviting:
Sanjay Shah, Managing Director, Prudent Corporate Advisory Services

11:45

Investing in Global Startups using SAFE Notes

Confirmed:
Sanjay Mehta, Founder & Partner, 100X.VC

12:15

How Technology is Facilitating Global Investments

Confirmed:
Vineeth Narasimhan, (Co-Founder & CTO), Kristal.AI
Himanshu Gupta, India Business Lead, Kristal.AI

13:00

End of Conference

* AIWMI reserves the right to amend any part of the Event format, including speakers and agenda.

Sponsorship Opportunities

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Global Investments Summit 2020?


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