In this episode of Breaking Investment Stereotypes, we discuss a wide range of topics with Radhika Gupta, Managing Director and CEO, Edelweiss AMC and Vice-Chairperson at AMFI.

Radhika is a graduate from the Management and Technology Program at the University of Pennsylvania (USA); with joint degrees in Economics from the Wharton School & Computer Science Engineering from the Moore School.

She started her career with McKinsey & Company and then progressed to become a hedge fund manager with AQR Capital – One of the world’s largest Systematic Asset Managers.

She then moved to India to start her own venture named – Forefront Capital Management, an alternative asset management firm, which was acquired by Edelweiss in 2014. An asset management professional with experience across asset classes and investor segments; she successfully led Edelweiss’s acquisition of JP Morgan’s Mutual Fund business and Ambit Capital’s AIF business in 2016.

A true global personality, having travelled across 4 continents, she is the founding President of the University of Pennsylvania Alumni Club, a member of the Global Leadership Council of the Management and Technology Program and a Board Member of the Association of Mutual Funds in India (AMFI). A keen micro-blogger on Twitter and an avid Bridge player, with a unique life story.

This candid conversation includes nuggets about her journey from making big money mistakes during the financial crisis to becoming one of the youngest CEOs of an AMC; Debt Index Funds as an alternative to FDs; Using social media and much more. Enjoy!

Timestamps:

0:00 Podcast intro
0:35 Radhika’s Introduction
2:36 Radhika’s life journey
5:43 Habits that Radhika shaped by living in Italy
9:08 Thoughts on the importance of community
12:14 View on Indian educational ecosystem
16:06 Radhika’s experience of starting the career by trading mortgage loans, Ninja loans, CDOs, etc.
19:11 Experience during the financial crisis in 2008 in India
23:07 What made Radhika move to India from the US
25:27 Learnings from building her own company- Forefront capital
28:33 How Radhika lost money due to poor asset allocation during the financial crisis
30:24 Journey of becoming one of the youngest CEOs
35:04 How Social media helped Radhika so much in her life
38:06 How are Debt index funds a better alternative to FDs
43:37 What does Edelweiss look at before adding any company to their IPO fund
47:56 The myths of Passive investing
52:05 Is the retail interest towards markets structural?
53:56 How can one have a portfolio that is simple with an element of thrill factor at the same time
55:49 One habit that can help in becoming a better investor
57:00 What can be done to increase women participation in financial services
1:02:11 The importance of mental health in a workplace
1:07:18 What advice Radhika would give to her 20year old self

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