Introduction

The stock markets are at a three-year low. The US and European markets have been in a turmoil, and the global economy is feared to moving into a recession. There is a liquidity crunch so much so that even banks are borrowing at exorbitant rates. Companies are looking at cutting costs. Some have begun downsizing. The policymakers world over are on an action drive. There have been concerted moves from central banks of all major countries to cut interest rates. The governments have come up with bailouts of billions of dollars to save their financial institutions. In short, the economy has got everyone down in the dumps.

 

 

It's not. It's just that you need to respond to the changing market realities appropriately. Prime Minister Manmohan Singh has already said the government would spend on infrastructure to step up the economic growth. Remember, what Golden Quadrilateral roads project did to the Indian economy five years ago.

Reserve Bank of India has already cut cash reserve ratio and Repo rates to infuse liquidity into the market. It has taken steps to make the market attractive to the foreign institutional investors. Some of the FDI policies are under review to welcome foreign capital.

 

Fund raising in the current environment has gotten only tough, but not impossible. The deals may have come down, but they are indeed happening. There are funds still sitting with cash and looking for deals in this downmarket.

 

So it's not the time for inaction, but action. It's not the end of the road, but just a sharp turn which you need to navigate carefully.

 

VCCircle is organising its third investment forum in Hyderabad with the theme "Investing In A Perfect Storm", which will discuss all this and much more. The event will see more than 15 speakers sharing their views on the current environment and on the way out of the crisis.

 

Find out what the brightest minds in Indian private equity and business have to say about deal making in a downturn. How long will the slowdown last? Does that mean a slowdown in deals? Is enough capital available for India Inc? How do companies raise capital to roll out their products or expand their businesses so they are ready to take advantage of an upturn? What are the innovative financing and deal making models available in the current environment?

 

The Hyderabad forum will be attended by managing directors of leading private equity funds, venture capital investors/PE professionals/Entrepreneurs/late stage, growth capital & large companies/investment bankers & advisers/corporate professionals/policy makers/firms seeking capital.


Agenda

 
9.00 a.m to 9.40 a.m Registration
 
9.50 a.m Welcome & Introductory Remarks
 
10 a.m. to 11:30 a.m

Investing In A Perfect Storm

- An overview of the financial crisis and its impact on the Indian
private equity market
- It's no end of road: How to spot opportunities in a challenging environment
- How should companies cope with the current investment environment?
- Public equity valuations are down, what about private companies?
- Time for distressed asset opportunities?

Gopal Srinivasan - Chairman, TVS Shriram Growth Fund
George Thomas - Partner, India Value Fund Advisors
Atul Kapur - Managing Director, Indivision Capital
Sudhir Sethi - Chairman & Managing Director, IDG Ventures India
Mukund Krishnaswami - Managing Director, Lighthouse Funds
Praveen Chakravarty - COO, BNP Paribas India (Chair)

 
11.30 a.m to 12.00 p.m Tea & Networking
 
12.00 p.m to 1:30 p.m

From Infrastructure Providers To Infrastructure Enablers

- What justifies the rush of infrastructure-focused funds?
- Infra value chain: Where does the private equity interest lie?
- What is more attractive – an infrastructure provider or
infrastructure enabling company?
- The Days Ahead: Trends and opportunities

Shailesh Pathak - Senior Director, ICICI Venture
Deepak Shahdadpuri - Managing Director, Baer Capital Partners
Ravi Adusumalli - General Partner, SAIF Partners
K.V. Ramakrishna - Director and Partner, Kotak Private Equity
Vishal Sharma - Founder & Managing Director, Tuscan Ventures

Abhijit Roy - COO, Totem Infrastructure (Moderator)

 
1:30 p.m to 2:30 p.m Lunch & Networking
 
2:30 p.m to 3:45 p.m

Healthcare

- How defensive is healthcare
- Hospitals: what play? Affordable, superspeciality or luxury chains
- Pharma: Is generics and formulations play making a comeback?
- CROs - Is the trickle of offshoring R&D tasks turning into a flood?
- Med devices - Is there a generic play in this space?
- Retail pharmacy - Is the biz model still evolving?

Healthcare track
Sarath Naru - Managing Partner, VenturEast
Hari Buganna - Managing Director, Evolvence India Life sciences Fund
Dr Jasmin Patel - Managing Director, Fidelity International

Vikram Hosangady - Executive Director, KPMG India (Chair)

 
3: 45 p.m to 4: 00 p.m Tea break
 
4:00 p.m to 5:00 p.m

Education track

Cyrus Driver - Director, Helix Investments
Siddharth Dhonidyal - Vice President, India Value Fund Advisors
Rajesh Singhal - Managing Partner, Milestone Capital Advisors Pvt Ltd

 
5:00 p.m to 5:10 p.m

Concluding Remarks

George Thomas - Partner, India Value Fund

 

 
6 pm to 7.30 pm Cocktails & Networking
   
   

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Want to be part of it?

VCC Events opens up the avenues for participation. Join hands to be a part of India’s largest gathering of alternative investments leaders, industry stakeholders and Asia’s influential limited partners, general partners and marquee advisors. Your chance to actively participate and augment yourself as thought leaders.


Venue :

Taj Krishna, Hyderabad

Taj Krishna, Hyderabad

Contact: Business attire

Email: krishna.hyderabad@tajhotels.com

Distance: Rajiv Gandhi International Airport : 6 km


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