From Macro to Micro: Lessons From A Multi-Asset Investment Journey | Dinesh Balachandran, CFA | VIPS

What does it take to navigate markets through crises, cycles, and uncertainty and still come out ahead? In this insightful session, the speaker breaks down a practical, real‑world approach to investing, drawing on deep experience across market cycles, including key lessons from the Subprime Crisis. This is not just theory it's about how investors actually think, adapt, and survive over the long term. About the speaker: Mr. Dinesh Balachandran is a seasoned investment professional with over 23 years of experience across global and Indian financial markets. He joined SBI Funds Management Limited (SBIFM) in 2012 as a Senior Credit Analyst and went on to head both the Research and Equity teams, while actively managing several funds. Currently serving as Head of Investments, he oversees the firm’s investment strategy and continues to manage a number of funds directly. Prior to joining SBIFM, Dinesh spent over a decade at Fidelity Investments in Boston, USA, where he specialized in Structured Finance and the U.S. Fixed Income markets. He holds a B.Tech from the Indian Institute of Technology (IIT), Bombay, and an M.S. from the Massachusetts Institute of Technology (MIT), USA. He is also a CFA Charterholder. About the Moderator: Jitendra has over 25 years of experience in investment management, asset allocation, portfolio structuring, and relationship management. Currently, he is the Head of Client Relations and Distribution (North) for PPFAS AMC. His previous experience includes various key positions at Deutsche Private Wealth, Citi Wealth Advisors, Kotak Private Wealth, ABN AMRO Bank, and Standard Chartered Bank. Jitendra holds a Bachelor’s Degree in Commerce from Delhi University and a Postgraduate Diploma in Business Management. He is also a CFA charterholder 📢 Presented by: CFA Society India & CFA Institute 🔔 Subscribe for more expert insights from global investment leaders. 0:00 - Pre-intro 3:04 - Introduction 6:31 - Investing Style 8:35 - Lessons from Subprime Crisis 20:19 - Thinking about equities 42:06 - Investing in Turnarounds 47:35 - Summary 50:22 - Questions & Answers 1:10:00 - Closing remarks ________________________________________________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.