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Webinar presented by CFA Institute Research Foundation and CFA Society India

Webinar Presentation

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After a massive capital markets transformation, India has two of the largest stock markets in the world and an expanding asset management industry. But further improvements will be needed for India’s markets and economy to achieve their potential.


  • Larry Cao, CFA, Senior Director, Industry Research, CFA Institute
  • Rajendra Kalur, CFA, Independent Consultant and Financial Educator
  • Shwetabh Sameer, CFA, CIPM, Lead Data Scientist, Quantitative Research, Morningstar

Watch the Webinar

Duration: 1 hr 4 min.

Recorded: 8 July 2021.


Larry Cao
Larry Cao CFA

Larry Cao, CFA, is senior director of industry research at CFA Institute. He conducts original research with a focus on investment industry trends and investment expertise. Mr. Cao’s current research interests include multi-asset strategies and fintech. He frequently speaks at industry conferences on these topics and has more than 20 years of experience in the investment industry. Mr. Cao started his career at the People’s Bank of China as a US dollar fixed-income portfolio manager. He has worked at HSBC as senior manager for the Asia-Pacific region; Munder Capital Management, managing US and international equity portfolios; and Morningstar/Ibbotson Associates, managing multi-asset investment programs for a global financial institution clientele. Mr. Cao has been interviewed by a wide range of business media, including Bloomberg, CNN, the Financial Times, South China Morning Post, and the Wall Street Journal. He pursued graduate studies at Harvard University and was a visiting scholar at MIT.

Rajendra Kalur CFA

Rajendra Kalur, CFA, is an independent consultant and financial educator. Using his extensive experience in the financial services domain, he mentors first-time entrepreneurs and offers training on such subjects as leadership, entrepreneurship, and wealth management. Previously, Mr. Kalur was the founding director and CEO of TrustPlutus, a boutique wealth management firm. He also has worked in various capacities at RBS N.V., ABN AMRO N.V., Wealth Advisors India Pvt. Ltd., ICICI Prudential AMC, DSP Merrill Lynch, and General Insurance Corporation of India. Mr. Kalur serves on the boards of CFA Society India and Multi-Act Trade and Investments Pvt Ltd. He is also a certified Ethics Trainer. Mr. Kalur holds an MBA from Cranfield School of Management, United Kingdom, and a postgraduate diploma in marketing from the Chartered Institute of Marketing, United Kingdom. He is also a long-distance runner and cyclist.

Shwetabh Sameer
Shwetabh Sameer CFA, CIPM

Shwetabh Sameer is an investment professional with over 7 years of experience in the financial industry. In his current role as a Lead Data Scientist with the Morningstar Quantitative Research team, he is primarily involved in solving complex data science problems using traditional and alternative data sources, and developing informed methodologies for creating investment products.
In his previous role as an Applied Researcher with the Behavioral Science team, he conducted statistical analyses and survey research on the financial behavior of retail investors and investment professionals. In addition, during his time as a Senior Quantitative Analyst with Morningstar Indexes, he worked on various factor- and sustainability-based solutions used for creating ETFs, structured products, notes, asset allocation, and benchmarking funds.
Shwetabh has a bachelor’s degree from BITS Pilani and a post graduate degree from Purdue University. He has also completed certification courses, including CFA, FRM and CIPM.