09.20 – 09.35AM
Opening address
by Jaideep Mehta, CEO, News Corp VCCircle
09.35 – 10.20AM
Long-term opportunities, short-term challenges
On one hand, India’s fast-growing economy, large consumer market and economic reforms make for a compelling investment story. On the other hand, the immediate volatility in the market, the sliding rupee and most of all, the impending general elections beg slight caution. Do short-term blips bother investors? Could the election results trigger a change in investment outlook?
Prashant Purker, Managing Director & CEO and Co-head, Private Equity, ICICI Venture Funds Management Co. Ltd
Ranu Vohra, Co-founder, MD & CEO, Avendus Capital
Gaurav Kapoor, Head Inclusive Growth and Investments Team, UK Department for International Development (DFID)
Mayank Choudhary, Sr. Investment Specialist, Asian Development Bank
Dirk Elsen, Director, Emerging Markets, Triodos Investment Management
Jaideep Mehta, CEO, News Corp Mosaic Digital (Moderator)
10.20 – 10.55AM
Spotting deal trends
Buyouts-cum-control deals took off in 2018 and how. Leading PE firms such as KKR, Apax Partners, ChrysCapital, True North, General Atlantic, Kedaara, Samara among several others struck control deals exceeding $3 billion across sectors this year, thus, marking a definitive trend. Are buyouts and controls deals here to stay?
Rupen Jhaveri, Managing Director, KKR
Gaurav Ahuja, Managing Director, ChrysCapital
Raghubir Menon, Regional Practice Head – M&A and Private Equity General Corporate, Shardul Amarchand Mangaldas
Ranjani Raghavan, Associate Editor, News Corp Mosaic Digital (Moderator)
10.55 – 11.30AM
The rise of local Investors
Rupee capital pools have begun to gain momentum in the market with veterans such as former Infosys founders Kris Gopalakrishnan advocating the building and launch of a large fund ala Softbank-led Vision Fund. Even as efforts in that direction have been underwhelming, hordes of small and mid-sized family offices and high net worth individuals are warming to the idea of alternative investments. What will it take to build this segment into a dependable faction?
Kumar Sharadindu, Managing Director & CEO, SBI Pension Funds
Satrajit Bhattacharya, Jt. General Manager Treasury, HDFC Ltd
Ganapathy Venugopal, Co-founder & CEO, Axilor Ventures
Bruhadeeswaran R, Assistant Editor, News Corp Mosaic Digital (Moderator)
11.30AM – 11.45AM
Networking Break
11.45 – 12.10PM
Ordeal or opportunity
Private equity is heading that extra mile canvassing regions of India, penetrating hinterlands that were earlier under-served. ESG and ethical investing is fundamental and is inter-locked into the entire fund lifecycle. Is it onerous, arduous for fund managers and investee companies? What attracts LPs to drive impacts in an ethical and sustainable manner in low income regions? Do we see a transition in the narrative of impact investing with emergence of more such funds backed by sovereign DNA?
Akash Agarwal, Promoter, Crystal Logistics
Manav Bansal, CIO, Neev Fund
Martin Blake, Strategic Advisor to the Board, Blue Planet Environmental Sciences
Adarsh Das, CEO and Co-Founder, Sun Source Energy
Gaurav Kapoor, Head Inclusive Growth and Investments Team, UK Department for International Development (DFID)
Anurag Malempati, Founder & Executive Director, Leap India Food & Logistics
Anjana Seshadri, ESG Officer, Neev Fund (Moderator)
12.10 – 12.45PM
De-stressing stressed assets
Evaluating the resolution process. What has worked and what is not working?
Harish Chander, Executive Vice-President, Edelweiss Financial Services
Parth Gandhi, Managing Partner, AION Capital
Mohit Batra, Executive Director – Infrastructure, ICICI Venture Funds Management Co. Ltd
Krishnava Dutt, Managing Partner, Argus Partners (Moderator)
12.45 – 1.20PM
New adults on the block
Fund managers jumping old ship and venturing out on their own is not a new trend but it definitely became a phenomenon in 2018. What’s the lure for managers branching out on their own? What are the risks and rewards of being on their own? How do LPs choose between their relationship with an old fund and a new fund with old manager?
Nitin Nayar, Founder & Managing Partner, Filter Capital
Sumeet Nindrajog, Senior Partner, Paragon Partners
PR Srinivasan, Partner, Xponentia Capital Partners
Sanjay Nath, Managing Partner, Blume Ventures (Moderator)
1.20 – 2.15PM
Networking Lunch
2.15 – 2.30PM
Edge Insight – Indian Investment Ecosystem – Through the lens of LP’s
Shalil Gupta, CBO, News Corp Mosaic Digital
2.30 – 3.10PM
Exit, no problem
Outside of IPOs, the secondary route as well as strategic sales, too, have opened up as exit options for investors. Tiger Global, Kedaara, Apax Partners, Norwest VP are few examples of VC and PE firms who made big bucks exiting through secondary sales. Sliding rupee may mar dollar returns in the short term but overall, exits have become easier now. Do investors agree?
Amit Gupta, Partner, NewQuest
Michael Liu, Sr. Vice President, Portfolio Advisors
Shashank Singh, Partner and Head of the India Office, Apax Partners
Manish Kejriwal, Managing Partner, Kedaara Capital
Niren Shah, Managing Director, Norwest India (Moderator)
3.10 – 3.40PM
LPs get creative
India-focussed funds, regional funds, funds-of-funds, co-investing, direct investments –LPs are using multiple channels to maximize their exposure and hedge risks of investing in a diverse market like India. Also, they are working with both multi-faceted fund houses as well as the specialist funds. Diving deep into LPs’ India strategy, and understanding their relationship with local fund managers.
Haresh Vazirani, Head, India and Europe Venture, Aberdeen Standard Investments, UK
Ajit Kumar, Managing Director, Evolvence India Fund
Padmanabh Sinha, Managing Partner, Tata Opportunities Fund (Moderator)
3.40 – 4.25PM
Private Equity in Real Estate
Even as the real estate market remained subdued, there was a lot of action among builders and investors thanks to government initiatives such as affordable housing. What will it take to stage a rebound in the sector? What kind of opportunities PE investors are chasing?
Ramesh Nair, CEO & Country Head, India, JLL
Sharad Mittal, CEO, Motilal Oswal Real Estate
Amit Goenka, MD & CEO, NiFCO
Amit Bhagat, CEO & MD, ASK Property Investment Advisors
Jay Gandhi, Partner – Investment Funds, M&A & PE, Shardul Amarchand Mangaldas (Moderator)
4:24 - 5:00P
Networking Break