Emerging Sectors and Investing Implications with Rajeev Thakkar and Raunak Onkar
July 27 - July 28, 2024
ABOUT THE FLAME INVESTMENT LAB
FLAME was founded with the concept of liberal education as its cornerstone. FLAME celebrates ideas, cherishes diversity, and strives to deliver an academic experience that fosters intellectual curiosity, a critical thought process, self-reflection, leadership and teamwork skills, a sense of commitment and professionalism and a heightened sensitivity to one’s sociocultural environment. FLAME aims to provide an interdisciplinary platform of education by propagating different models and paradigms through, but not limited to, history, philosophy, political sciences, psychology, business, economics, mathematics and finance.
As part of its endeavor to constantly redefine education, FLAME inducted the FLAME Investment Lab (FIL), an initiative that strives to deliver the concepts and decipher the art of value investing to interested students. FIL believes in the dictum “invest in yourself”. It provides tools for self-learning and acquiring knowledge, constantly striving for intellectual stimulation and asking questions. FIL strives to widen your horizons, aiding you to connect the dots within seemingly disparate information. FIL truly believes that the best investment is investing in yourself. As Socrates has said, “I cannot teach anybody anything. I can only make them think.”
After successfully hosting multiple FLAME Investment Lab programs, we are excited to announce the ‘FLAME Investment Lab – Emerging Sectors and Investing Implications’ program by Rajeev Thakkar and Raunak Onkar from July 27 – July 28, 2024.
OUR PHILOSOPHY
FLAME Investment Lab (FIL) is a residential programme, structured keeping in mind our conviction that value investing is the only proven successful investment process that has delivered above market returns through various market cycles. It provides investors with various tools needed to form a temperamentally sound investment discipline.
It is an initiative that strives to deliver the concepts and decipher the art of value investing to interested students. FIL believes in the dictum “invest in yourself”. It provides tools for self-learning and acquiring knowledge, constantly striving for intellectual stimulation and asking questions. FIL strives to widen your horizons, aiding you to connect the dots within seemingly disparate information.
SPEAKERS
Rajeev Thakkar
Possessing over three decades of experience in various segments of the capital markets such as investment banking, corporate finance, securities broking and fund management, he is currently the Chief Investment Officer and Director at PPFAS Mutual Fund.
His association with PPFAS Limited (The Sponsor of PPFAS Asset Management Company Ltd.) began in 2001. He was appointed the Fund Manager for the erstwhile flagship strategy of the Portfolio Management Service, titled “Cognito” in 2003.
He is a strong believer in the school of “value-investing” and is heavily influenced by Warren Buffett and Charlie Munger’s approach. Apart from his technical ability, what distinguishes him from many others is his ability to stand his ground and remain unflappable during difficult times.
He is a regular contributor to Mint newspaper and has also appeared on business channels such as CNBC, ET Now and NDTV Profit.
He is a qualified Chartered Accountant, Cost Accountant and CFA Charterholder.
Raunak Onkar
Raunak Onkar is a Co-Fund Manager & the Research Head at PPFAS Mutual Fund.
After his Bachelors in IT and an MBA in Finance, Raunak started his capital markets journey with PPFAS, over a decade ago. As an analyst he covers a variety of businesses & sectors and is a regular speaker at PPFAS’ Monthly Event, Financial Opportunities Forum series on Youtube (https://ppfasfof.com/)
PROGRAM OUTLINE
Energy Transition
- History
Traditional sources of energy and their economics - Downstream effects
Ancillary industries created on account of traditional and emerging energy sources, Power Grids. - Renewable Energy
Sources of renewable energy and their evolution - Energy Storage
Evolution of Technologies used to store energy (Battery Technology, Pumped Hydro, etc) - Current Trends
- Transition from fossil fuels to renewable
- Changes in Transportation
- Electric Vehicles
- Green Hydrogen
- Grid Storage
- Renewable sources > Thermal Sources of energy
WHO SHOULD ATTEND?
Prior knowledge of energy sources and history and economics of energy is useful but not necessary.
Anyone who wishes to understand the transition from fossil fuels to renewable energy sources and impact on transportation, energy storage, energy distribution and investment and capital allocation implications, should attend.
WHO SHOULD NOT ATTEND?
-
Someone who is expecting deep technical discussions on engineering and chemistry of different energy sources will be disappointed. Although some basic information will be covered.
WHAT NOT TO EXPECT?
No stock tips will be given. The course is about developing the right-thinking style to become more rational. While this has many useful applications and investing wisely is one of them, if you are contemplating attending this workshop to find ways to get rich quickly, then please do not apply as you will be disappointed.
SELECTION CRITERIA
- Graduate and above
- Any educational background
All applicants to note the following:
- Admission to the program is not subject to early submission of application form and cheque.
- Corporate nominations will be restricted to not more than five nominees so as to ensure a fair distribution of the cohort.
PROGRAM FEE
- INR 27,500 plus GST (INR 32,450) which includes tuition, course materials, meals and on campus accommodation.
- Fee does not include travel and other incidental expenses.
- Candidates need to submit the application form online and mail the payment to FLAME. Only cheques will be accepted as a payment method.
- The cheque payment must reach FLAME by the application deadline. Kindly note, even if the application is submitted, but the payment does not reach FLAME by the application deadline, the application will be deemed incomplete and annulled.
- Cheques should be made payable to ‘FLAME University’.
- Cheque should be dated May 17, 2024. Candidates should write their name and the program they have applied for behind the cheque.
- Cheques should be mailed to ‘FLAME University, Gat No. 1270, Lavale, Off. Pune Bangalore Highway, Pune - 412115, Maharashtra, India.
- Candidates are requested to use preferred courier services such as Speed Post or Blue Dart.
WITHDRAWAL AND CANCELLATION POLICY
- In the event that FLAME University is unable to provide the program, all fees will be fully refundable.
- For selected candidates:
- If request for withdrawal is received before and upto July 6, 2024, full amount of the fee paid shall be refunded.
- If request for cancellation is received after July 6, 2024, 10% of the fee paid shall be refunded. GST on cancellation will be applicable.
APPLICATION PROCEDURE
To apply the applicant must complete the application form.
APPLY NOWAPPLICATION DEADLINE
May 15, 2024
SELECTION NOTIFICATION
Confirmation emails will be sent to the selected participants by May 20, 2024.
FACILITIES AND INFRASTRUCTURE
FLAME offers 70 acres of tranquil space, just 13 kms. from the Pune University main gate. It is an eco-friendly campus adjoining a 18-hole golf course. FLAME has an international sized cricket ground, football, tennis, basketball and volleyball courts, outdoor Olympic sized swimming pool, track and field, futsal and handball at their disposal. A fitness and conditioning studio, badminton courts, billiards tables, squash courts, table tennis, carrom and chess ensure that FLAME’s sports facilities are second to none.
Its academic spaces include lecture theatres, conference rooms, a library, a performing arts studio, a visual arts studio, a sculpture studio, Physics, Chemistry and Biology labs, Financial Research lab and amphitheatres. Some of the other amenities include cafes, Wi-fi connectivity, an infirmary and an ambulance in case of emergency.
During the duration of the program, participants are encouraged to explore the campus and use the facilities FLAME offers.
ACCOMMODATION
Accommodation will be provided in an AC, single occupancy room to all participants at the FLAME campus in Pune for the night of July 27, 2024.
CONTACT
Phone: +91 9657709882 (Text and WhatsApp only)
Toll-free No: 1-800-209-4567
E-mail:
Website: www.flame.edu.in
DOWNLOAD BROCHURE
VENUE
FLAME University
Gat No. 1270, Lavale, Off. Pune Bangalore Highway,
Pune - 412115, Maharashtra, India.