Report: Bangalore Investor Meet

The second investor workshop on financial planning and goal-based investing was held on April 12th, 2015. While 70 people registered for the first workshop which was held in Dec. 2014, a good 140 registered for this meet. A few did not turn up due to work commitments. One person had a bad cycling accident. Hope she recovers soon.

My only worry as such events draw near is my health. This time I had other things to contend with. A week before the event, my hard disk developed bad sectors. I had to spend a pretty penny to get the data recovered.  Although I had back-ups of important files, losing your computer when you need it the most, is a pain. Anyway, that was set right in time.

I hate SMSs before I fly. The night before the meet, Air India messaged that my flight was delayed by 4 hours. So  I had to get another ticket in a hurry. Thankfully reached well before the start the of the meet by Jet Airways.

The Bangalore meets are organized by a passionate team:

Muthu Krishnan V, Krishna Kishore, Mohit Pandey, Mohammed Aaqil, Vignesh Bhaskar, Prashant Kulkarni, Prem Nath and Guruprasad Bhupathirajan.

Here they are:

Bangalore-investor-meet
Investor Workshop -I From left to right: Mohit Pandey. Vignesh Bhaskar. Mohammed Aaqil, myself, Krishna Kishore, Prashant Kulkarni and Muthu Krishnan. Prem Nath is missing.
Investor Workshop -II. From left to right: Guruprasad Bhupathiraan, Mohit Pandey, Krishna Kishore, myself, Muthu Krishnan, Prashant Kulkarni and Prem Nath
Investor Workshop -II. From left to right: Guruprasad Bhupathiraan, Mohit Pandey, Krishna Kishore, myself, Muthu Krishnan, Prashant Kulkarni and Prem Nath. Photo by Atul Agarwal.

Mohammed Aaqil and Vignesh could not make it to the second meet but were involved  in the planning process.

Many participants admired and appreciated their efforts.  Which well deserved because, but for them, I cannot afford to waltz in  to the venue, even without a laptop and leave before the hall is handed back to the hotel.

Weak eye muscles meant I could not look up at the screen. Thanks to the efforts of Muthu, there was a nice stage set up so that I could speak by looking at Mohit’s laptop instead of the projection.

Weak eye muscles also meant, I could only hear other speaker and not look at their presentations.  I completely missed Muthu’s talk as I was outside discussing with a participant about his goals. Sorry Muthu!

I also sat in for only the second half of Krishna’s talk. His honesty is his forte, be it on stage on in his blog 

He explained the factors he uses to find a good business, the difference between market noise and market signals and showed a nice clip from the movie, the boiler room: A broking firm convinces a doctor that a pharma stock is going to be the next multi-bagger/

Managed to listen to the second half of Deepak Shenoys talk on retirement planning. Took a short nap during the first half! (Too tired, got up at 3 am).

Deepak talked about retirement expenses after retirement, did some FY money calculations, problems with real estate and tax laws concerning the NPS.

He also bailed me out during my talk when I showed the Sensex movement in logarithmic scale. He explained, way better than  I ever could, how plotting in logarithmic shows Sensex jumps in perspective. This warrants a separate post for further explanation.

Was worried about my voice for the second part of my talk (in Delhi I was at the end of my tether), but surprisingly was able to manage.

We could allocate a reasonable time for Q/A. Quite a few stimulating questions on investing and mutual funds were asked.

All in all, It was a satisfying day, thanks to the eagerness shown by the participants, the generosity of Deepak Shenoy, the efforts of Muthu and Krisha for their tallks and the organizing team for their passion.

Bangaloreans have been quite kind to me. Tickets get sold the fastest here. That is a big relief when you are trying to organize a not-for-profit event.

Future events

Chennai, Pune and Hyderabad are on the cards. God willing will be able to announce these soon.

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48 thoughts on “Report: Bangalore Investor Meet

  1. It would be great and very helpful to lot if you can upload the videos of the events you contact. I have seen few videos, its a great knowledge. Please share the videos which will be helpful to many people.

  2. It would be great and very helpful to lot if you can upload the videos of the events you contact. I have seen few videos, its a great knowledge. Please share the videos which will be helpful to many people.

  3. kudos to the team who organized this event, well managed in time keeping!

    Being a 6 month old baby in mutual funds, got some good insights and confidence to invest and do planning myself!

    For sure this is not Rocket Science or not even Science …. it is just common sense!
    Thank you pattu sir, for guiding me to see this!

    Again thanks for the team!

  4. kudos to the team who organized this event, well managed in time keeping!

    Being a 6 month old baby in mutual funds, got some good insights and confidence to invest and do planning myself!

    For sure this is not Rocket Science or not even Science …. it is just common sense!
    Thank you pattu sir, for guiding me to see this!

    Again thanks for the team!

  5. Thanks! and it was a great effort from everyone involved.
    Pattu, your health permitting and of-course with due regards to rest of speaker’s (they were all fantastic and spoke about honest ideas), would really love to have more insights being shared by you 🙂

  6. Thanks! and it was a great effort from everyone involved.
    Pattu, your health permitting and of-course with due regards to rest of speaker’s (they were all fantastic and spoke about honest ideas), would really love to have more insights being shared by you 🙂

  7. Thanks you pattu,krishna, mutthu and deepak for all your insights and market understanding. For me take away was to understand the market volatility, impact of inflation, not investing enough on the desired goal and many more. Thank you for everything

  8. Thanks you pattu,krishna, mutthu and deepak for all your insights and market understanding. For me take away was to understand the market volatility, impact of inflation, not investing enough on the desired goal and many more. Thank you for everything

  9. Pattu
    Thanks a lot for organizing this workshop It was great to meet you in the real world after reading you so much in the virtual one
    Will you be sharing the material that you went through with the participants?

  10. Pattu
    Thanks a lot for organizing this workshop It was great to meet you in the real world after reading you so much in the virtual one
    Will you be sharing the material that you went through with the participants?

  11. Hello Pattu Sir,

    Congratulations on the event. A small request- It would be great if you could post the video for us. You can make it some sort of pay and access video ( I know it is not fair to ask otherwise). It will really help a lot of us who are not able to attend but want to somehow. Kindly consider this. Thanks 🙂

  12. Hello Pattu Sir,

    Congratulations on the event. A small request- It would be great if you could post the video for us. You can make it some sort of pay and access video ( I know it is not fair to ask otherwise). It will really help a lot of us who are not able to attend but want to somehow. Kindly consider this. Thanks 🙂

  13. Pattu, it was a great event. Lot of take aways for me. I liked all sessions. It is very hard to find suggestions without conflict of interest (biased due to sales pitch). That way, last sunday was a big gift. Thank you so much for making it happen. Take care of health.
    regards,
    NANDA KISHORE

  14. Pattu, it was a great event. Lot of take aways for me. I liked all sessions. It is very hard to find suggestions without conflict of interest (biased due to sales pitch). That way, last sunday was a big gift. Thank you so much for making it happen. Take care of health.
    regards,
    NANDA KISHORE

  15. Mr. Pattu, I know what it takes to speak in front of a large audience and concentrate, when you are in pain. Your passion for the subject is tremendous, you are using each and every day to spread awareness about no-nonsense investing. I hope good health for you and also hope to meet you and listen you, time and time again.

    Best Regards: Piyush

  16. Mr. Pattu, I know what it takes to speak in front of a large audience and concentrate, when you are in pain. Your passion for the subject is tremendous, you are using each and every day to spread awareness about no-nonsense investing. I hope good health for you and also hope to meet you and listen you, time and time again.

    Best Regards: Piyush

    1. Many thanks Piyush. I am not in any pain (mine is a painless condition) just tired. Anyway was able to manage. Thank you once again for your wishes.

  17. Pattu!! Thanks for the session. It was a great session in knowing about mutual fund selection and getting to learn what to look for …in mutual fund selection. -Prasanna

  18. Pattu!! Thanks for the session. It was a great session in knowing about mutual fund selection and getting to learn what to look for …in mutual fund selection. -Prasanna

  19. One request….I see that you got your harddisk data recovery done…may i know where in Chennai or Bangalore you did it? I face a similiar problem with my computer harddisk!!

  20. One request….I see that you got your harddisk data recovery done…may i know where in Chennai or Bangalore you did it? I face a similiar problem with my computer harddisk!!

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