Emerging AIF Investment Managers Cohort
We are excited to announce our inaugural Emerging AIF Investment Managers Cohort - a first-of-its-kind initiative, designed to provide an opportunity to the budding fund managers to receive guidance from the best AIF service providers and industry experts on how to structure an AIF; dos and don'ts of setting an AIF; regulations, compliance and all other key issues that need to be considered while setting an AIF.
This program will bring together the best industry experts and advisors on one platform to help all budding fund managers and institutions who are planning to set up an AIF.
The program will be spread over 2 weeks and will include online tutorial sessions and one-on-one meetings between applicants and cohort partners.
Through this program, we aspire to leverage our corporate members’ expertise and hand-hold the next generation of AIF Investment Managers in fostering a stronger AIF industry.
Cohort Applicants
Seasoned investment managers/ financial institutions who are planning to set up an AIF and are looking for the right guidance & access to best service providers.
Cohort Partners
Custodian Partner
Professional Services Partner
RTA Partner
Trustee Partner
Product Platform Partner
Merchant Banking Partner
Fund Accounting Partners
Technology Partners
Plan your AIF with Equalifi’s AIF Investment Managers Cohort
How it Works
Build your AIF using a structure and key tips provided by Cohort Partners and mutual support from peer Investment Managers.
The program will serve as an academic and experiential learning program that provides participants the technical, regulatory, tax, legal, compliance and business skills necessary to participate and succeed in the AIF industry.
Cohort Highlights
Financial and Industry Expertise
Participate in customized 1-on-1 and sector-specific sessions with specialists across Law, Trust, Compliance, fund administration, RTA, Technology, Tax, and Research & Systems.
Influential Networks
Engage with Equalifi’s Corporate and Charter Members including leading investors, fund managers and wealth professionals.
AIF Resources
Meet with industry-leading AIF Investment Managers and Thought Leaders for customized advice on various aspects of AIF set-up.
Engagement with Key Stakeholders
Opportunity to showcase your ideas and network with key stakeholders of the AIF ecosystem including investors.
Business Development
Explore opportunities to expand your company’s business through Equalifi’s mega initiatives.
Customized Content
Virtual, customized program designed to accelerate growth while allowing fund managers to maintain focus on what they do best – investing.
FAQs
Our partners are here to guide the applicants about the right structure and processes for their planned AIF. Our partners will be happy to ofer the applicants the best terms and pricing for a professional engagement. However it will entirely be an applicant's decision whether to work with Cohort Partners or not.
Equalifi reserves the right to select or reject applicants.
June 10: Registrations Close
June 16-30: Cohort Sessions
July 1 onward: One-on-one meetings with Cohort Partners
In-Person Event
Participants:
If you are running an AIF or planning to set-up one and would like to be a part of this Cohort, we invite you to join us for the AIF Cohort Meetup. Hereunder are the details:
Date: August 23, 2022
Time: 10 am to 5 pm.
Venue: Hotel Sofitel BKC, Mumbai
Registrations Closed
Please Note- The complimentary pass for this meet is only available for professionals currently running an Alternative Investment Fund (AIF) or those who are in an active stage of setting up an AIF. Complimentary pass will be issued only once the registration is vetted and approved by Equalifi.
Agenda:
10:00
Role of Custodian in Structuring an AIF
Udit Surekha
EVP, Head of Products, Edelweiss Asset Services
10:20
Role of Professional Services Partner (Tax & Legal) in Structuring an AIF
Rajesh Gandhi
Partner - Global Business Tax, Deloitte Haskins & Sells LLP
10:40
Role of Registrar & Transfer Agent in Structuring an AIF
Girish Sankar
Business Head-Alternative Services, Computer Age Management Services Ltd.
11:00
Role of Trustee in Structuring an AIF
Tariq Aboobaker
Managing Director, Amicorp Trustees India
11:20
Role of Merchant Banker in Structuring an AIF
CA Anurag Goyal
Executive Director - Investment Banking | AIFs, Keynote Financial Service Ltd
11:40
Role of Fund Accounting Firm in Structuring an AIF
G .Senthil, Chief Business Development Officer, KFin Technologies Ltd
12:00
Role of Fund Accounting Firm in Structuring an AIF
Jayesh Khaitan
Managing Director- India, Ascent
12:20
Role of Product Development Platform in Structuring an AIF
Aloke Sasmal
India Head-Sales, FinIQ Consulting
12:40
Role of Technology Provider in Structuring an AIF
Abel Correa
Senior Manager–Business Development, Centelon
13:00
Role of Technology Provider in Structuring an AIF
Vishwanath Krishnan
Director and Chief Marketing Officer, Basiz
13:20
Lunch
Cohort Partner
If you’re interested in learning more about the Cohort or would like to join in as a Cohort Partner, please reach out to us on partnerships@equalifi.org.
Our Mentors
Aloke Sasmal
India Head - Sales
FinIQ Consulting
Category: Product Platform
Anand Lalla
Head - Domestic Institutional Clients Group
Edelweiss Asset Services
Category: Custodian
CA Anurag Goyal
Executive Director - Investment Banking | AIFs
Keynote Financial Service Ltd
Category: Merchant Bank
Calvin Tan
Regional Head of Operations - APAC
Ascent
G .Senthil
Chief Business Development Officer
KFin Technologies Ltd
Category: Fund Accounting
Girish Sankar
Business Head – Alternative Services
Computer Age Management Services Ltd.
Category: Registrar & Transfer Agent
Jayesh Khaitan
Head of Sales INDIA- AIF
Ascent
Kishore Sadhale
Vice President INDIA Fund Accounting AIF
Ascent
Rajesh Gandhi
Partner - Global Business Tax
Deloitte Haskins & Sells LLP
Category: Professional Services
Tariq Aboobaker
Managing Director
Amicorp Trustees India
Category: Trustee
Udit Surekha
EVP, Head of Products
Edelweiss Asset Services
Category: Custodian
Vishwanath Krishnan
Director and Chief Marketing Officer
Basiz
Category: Technology