In this conversation we'll cover...

• Understanding the history of holding bonds in a balanced portfolio
• Do bonds make sense to be part of a portfolio with so low yields?
• How to fit bonds as part of a diverse portfolio and what else should you hold beyond bonds? 

Who you'll hear from:

• Ritesh Jain - Trend watcher, global macro, strategic advisor and ex-CIO

Ritesh Jain, a trend watcher and Global Macro investor has over 20 years of experience in the financial services, focusing mainly on investments in Indian and global markets.

He has held many senior leadership roles including CIO ( Chief Investment Officer) – BNP Paribas Mutual Fund, where he was responsible for managing US$1.2 billion of AUM and has served as the CIO of Tata Mutual Fund, where he was responsible for managing investors assets equivalent to US$ 6 billion in Equity and Fixed Income.

In 2019, LinkedIn rated him among the top three influencers in the world of Economy and Finance. He is also a recipient of numerous national and international awards in the field of fixed income and equity investments.

Ritesh is currently associated with Mclean Family office as Chief Global Strategist. He is also a Director and Strategic Advisor with Eastern Financiers India Ltd, a wealth advisory firm in India managing client wealth of USD 500. Ritesh is also an Economic Advisor with Old Bridge Capital Management, an investment management firm handling client wealth of USD 1 Billion

Being an avid reader, he is regularly quoted in local and global print media and his thoughts are well summarized in the weekly columns for etmarkets.com. He also writes regularly on his blog worldoutofwhack.com

Your Host:

• Tushar Joshi - Finimize Community Host and Moderator

Tushar is passionate about helping others learn intricacies of financial markets. He is experienced Risk Management Consultant with a demonstrated history of working in the banking industry for over 10 years.

Skilled in Banking, Private Equity, Equity Markets, Credit Analysis, Commercial Banking, Credit Risk, and Management.

He holds Master of Applied Finance from Swinburne University of Technology and is also a holder of Masters of IT from CQU.

Agenda:

(3pm UK Time)

• 3.00 pm - Join Zoom, discussion starts
• 3.15 pm - Audience Q&A
• 3.30 pm - End

Finimize:

Get the breakdown on daily news, and the biggest investment trends, from an all-star team of analysts. Download the Finimize Premium App and join our global investor community - Claim 30% off your subscription today.