Masterclass with Saurabh Mukherjea - A Checklist for the Modern Indian Investor
Event Updates:
Due to increased demand and limited venue capacity - The event will also be live-streamed for attendees from across the world. Registrations for in-person event will stop on Thursday (9th Feb) whereas Livestream registrations will continue.
About the Masterclass with Saurabh Mukherjea:
“No wise pilot, no matter how great his talent and experience, fails to use his checklist” – Charlie Munger
All of us would have used a list of things to do or a simple checklist at some point. Checklists are required for complex tasks like flying a plane or performing a surgery, because each of the steps in these tasks need to be performed consistently, without exceptions, and where even one mistake in applying the steps can be costly. Likewise, considering a large number of listed companies and exploding access to information, investing has become an increasingly complex affair as well - thus, having a clear process is critical for reducing behavioral and analytical errors to consistently outperform.
In this Masterclass, Saurabh Mukherjea will discuss how and one can follow an automated investment checklist which when applied regularly, can reduce the chances of making investment mistakes and in turn maximize the potential of wealth generation for investors. This Masterclass would help us in selecting undervalued stocks and overweighting them in the portfolio combined with regular rebalancing.
As Warren Buffet once said, “Investing is simple but not easy”. Most of us don’t spend time dwelling on our errors. But if we did, we could create checklists that would eliminate those errors. To adopt a checklist is to embrace humility and admit our own fallibility. So please join us in this Masterclass as we do exactly that!
Renowned journalist Govind Ethiraj will be hosting a Q&A with Saurabh Mukherjea after the Masterclass.
Key points we will be discussing:
How to build a long-only portfolio with a Quantitative fundamentals approach based on good investing principles.
Hold 35-45 stock portfolio diversified across large, mid and small-cap segments and factors (quality and value).
The contribution from each portfolio construction steps to the back-tested performance.
The advantages of the quantitative approach followed which allow us to analyse and rank over a large universe of companies and avoid common behavioural errors in investing like “availability bias”
How to address cognitive biases and capitalize on the behavioral and analytical errors of other investors.
About the Speaker:
Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. Saurabh was educated at the London School of Economics where he earned a BSc in Economics (with First Class Honours) and an MSc in Economics (with distinction in Macro & Microeconomics). Prior to setting up Marcellus, Saurabh was CEO at Ambit Capital and was working in the sell side in London at Clear Capital. He continues to be part of multiple SEBI working groups and writing various books such as Gurus of Chaos, The Unusual Billionaires, Coffee-Can investing, and more!
About the Host:
Govindraj Ethiraj has been a financial journalist for over 25 years and now focussed on public interest journalism in his recent ventures that use data to tell stories. Most recently, he founded BOOM ( www.boomlive.in ), an independent journalism initiative that fights misinformation & explains issues. He also founded the award-winning IndiaSpend ( indiaspend.org ) which writes and syndicates stories and FactChecker (factchecker.in) which tracks statements by people in public life. BOOM and FactChecker were India’s first members of the International Fact Checking Network (IFCN), affiliated with Poynter Institute. IndiaSpend is a member of the Global Investigative Journalism Network (GIJN). Govindraj also sits on the global board of US-headquartered IFCN. Previously, he was Founder-Editor in Chief of Bloomberg TV India, a 24-hours business news service.
About EDGE Community:
EDGE is a constellation of leaders, creators & professionals from across different disciplines - committed to helping each other thrive. EDGE Memberships are based on recommendations only. The purpose is to create a gated community of highly trusted individuals who have a track-record of being intellectually curious, adventurous, warm, compassionate, and highly engaged individuals who can add value stemming from each-others domains.
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How to get to the venue:
A few tips on making your way to us:
Upon entering Laxmi Mills Estate, go straight followed by a right–right–left and go until the end of the lane to find our center on the left.
If coming via Tulsi Pipe Road, please enter the Western Railways Sports Complex gate to discover the alternate access route to our center. [Note: this route is for pedestrians only]
Train stations near the venue:
Mahalaxmi station & Lower Parel station
Places around the venue:
Blue Tokai Coffee Roasters | Masque | Red Blue Yellow | Tranceforme | Abaca | Sarita Handa | Dasra | Kohler