In the September FoF Seminar, a short video was shown discussing the topic “China – Illusion Vs Reality”, followed by Rajeev Thakkar discussing “Noida Toll Bridge” as a business.
He is the Chief Investment Officer of PPFAS Mutual Fund.
Regarded by many as a polymath, his presentations, cover diverse topics ranging from the state of the shipping industry, corporate leadership, capital allocation and individual companies like Google. His audience usually takes to him wholeheartedly, as he possesses the endearing quality of 'talking to' them and not 'talking down to' them. Apart from them, certain presentations may be made by a few of their colleagues on account of them being well versed with a specific topic.