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Central Zone Final 2015-16 – Judges Profile

posted Dec 7, 2015, 10:21 PM by Research Challenge India   [ updated Dec 8, 2015, 2:10 AM ]




Sampath Reddy, CFA is currently Chief Investment Officer at Bajaj Allianz Life Insurance company; He is with the organisation for the past 8 years and has been managing the funds for the firm. Prior to Bajaj Allianz, Sampath worked for about 10 years as Fund manager with Mutual fund and as analyst with brokerage companies ( HSBC Securities and ABN Amro Equities). He is a CFA charter holder. He studied Mechanical Engineering, and MBA.



Mr. Umesh Kudalkar is a CFA Charterholder, Masters in Financial Management and Mechanical Engineer. He has more than 25 years of experience in Corporate Finance, Venture Capital Private Equity and Public Equity. Most recently, he was the Chief Investment Officer of Dr. Cyrus S. Poonawalla, a Billionaire ranked 16th in India where he managed a portfolio of more than USD 500 Million. Previously he was the fund manager of an AIM London listed USD 200 Million energy fund. Currently, Umesh is a consultant with Multi-Act, a Global Equity Research and Portfolio Advisory Firm. He offers advice on Equity Valuation, Earnings Quality, Mergers & Acquisitions, Business Planning, Growth and Scaling Up. Umesh is an active volunteer of the CFA Institute for the past 5 years.

Mr. Chetan Shah, CFA has 11 years of experience in the portfolio management function and is currently a Senior Portfolio Manager with Religare Invesco AMC. Prior to this he has worked in institutional equity research roles for 5 years - half of it as Head of Research and other half as Senior Equity Analyst tracking technology sector – and another 5 years as an analyst in retail brokerage & business publication.”