VCCircle Bengaluru Investment Forum 2011
Bengaluru, one of the major Indian economic centres, is the fastest growing metropolis in the country. In addition to presenting attractive investment opportunities in Bengaluru itself, the city has acted as a window to deals and investment opportunities across various sectors not only in Karnataka, but also in its neighboring states Tamil Nadu and Andhra Pradesh.
These markets have witnessed successful investments and exits for investors in addition to large M&A transactions. On the data front, Bengaluru has witnessed more than 480 private equity deals valued at $5.8 billion and 300 M&A deals valued at $4.5 billion. While South India, comprising of Andhra Pradesh, Tamil Nadu, Kerala in addition to Karnataka, has seen more than 1000 private equity deals valued at $15 billion and 800 M&A deals valued at $14 billion. The sectors leading these deals have been in the Information Technology, Infrastructure, Industrials, Healthcare, Real Estate and Consumer discretionary segments.
Today as a large number of investors turn to these markets for investment opportunities, there is a significant increase in the number of attractive enterprises across various sectors. To help PE, VC investors, M&A advisors make inroads into the investible and attractive opportunities mushrooming in the city and other parts of South India, VCCircle launches its 3rd edition of its successful Bengaluru Investment Forum on 24th June, ITC Royal Gardenia, Bengaluru. The forum will bring together more than 250 participants comprising CEOs, CXOs of large and mid-sized companies from South Indian states in addition to partners from private equity and venture capital funds and policymakers.
8:30am - 9:45am
Tea & Registration
9:45am – 10:45am
Panel I: South India’s Private Equity & M&A Deal Appetite
In 2010, South India saw about $3.2 billion of PE money being invested across 140 deals, some of the key sectors being: IT, infrastructure, consumer discretionary, Healthcare, Real Estate, Industrials and education; the same segments led South India’s M&A worth $5 billion across 170 domestic and cross border deals.
- What is the road ahead for private equity investing in South India? What will be the ticket sizes?
- What is South India’s potential for more of large marquee private equity and M&A deals?
- Which sectors would lead these deals? Where are the attractive opportunities?
- Will we see more of mid-sized and smaller companies scaling up for private equity capital?
Speakers:
Jacob Kurian - Partner, New Silk Route Advisors (Moderator)
Sunish Sharma - Managing Director, General Atlantic
Shyam Sunder - Senior Managing Director, IDFC Private Equity
K Mahesh - Executive Director, Morgan Stanley Investment Banking
10:45am – 11:30am
VCCircle Redhot Sector I: Consumer Businesses
Compelled by the attractive Indian consumption story, private equity funds in the past year have invested in companies in the consumer durables, service brands, food & beverage, apparel and retailing categories.
- Which are the scalable consumer goods and services segments driven by the strong domestic demand? How attractive are they for private equity investment?
- With global consumer brands eyeing a bigger share in the Indian consumption story, do home grown consumer companies have the potential to seize a controlling presence in the market?
- Will we see the emergence of innovation led businesses? What is the scope for new business models?
- How to identify tomorrow’s fastest growing consumption categories?
Speakers:
Vikram Nirula – Partner, India Value Fund
VT Bharadwaj - Managing Director, Sequoia Capital
Niten Malhen- Managing Director, Warburg Pincus
11:30am – 11:50am
Tea & Networking
11:50am – 12:35pm
VCCircle Redhot Sector II: Healthcare
Over the last few years, Indian healthcare sector has advanced in its services and segments with rising income, accessibility to insurance, increased life expectancy in addition to other factors. Private equity funds have backed business models in healthcare delivery, equipments, biotechnology, pharmaceuticals and lifesciences space.
- Which are the segments that continue to look attractive for private equity investors in the Indian healthcare play?
- What are the investable business models in healthcare delivery which is often categorized as a long gestation play? How do these models acquire scale? What are the opportunities in diagnostics?
- India’s pharma sector has generated companies which are playing a large role globally. What are the new investible opportunities today?
- What is the investment potential in biotechnology, medical equipments & devices? What is the investor interest?
Speakers:
Aluri Rao- Managing Director, Morgan Stanley Private Equity (Moderator)
Rajiv Vasudevan -Founder & CEO, Ayur Vaid Hospitals
Dr S Chandra Kumar -Managing Director, Shree Kavery Medical Care
Dr. Rajen Padukone- CEO, Manipal Health Systems
Dr. Ashwin Naik- CEO, Vaatsalya Healthcare
12:35pm – 1:30pm
Lunch & Networking
1:30pm – 2:15pm
VCCircle Redhot Sector III: Real Estate
With the advancing South India’s cities being supported by their economic growth, large residential, commercial properties in these cities have till date raised capital from various private equity funds.
- What are the new high return investment opportunities in South India’s real estate space?
- What are the project risks, execution and other challenges? How to private equity investors analyze these factors to filter investment opportunities?
Speakers:
Sanjeev Das Gupta - President, ICICI Real Estate
Ravindra Pai- Managing Director, Century Real Estate
Ashwini Kumar - COO, Nitesh Estates
Ram Chandnani – Deputy Managing Director, CB Richard Ellis
2:15pm – 2:40pm
Legal Presentation: AZB Partners
Speakers:
Aditya V. Bhat- Partner, AZB & Partners
Shreyas Jayasimha - Partner, AZB & Partners
2:40pm – 3:00pm
Tea & Networking
3:00pm – 3:45pm
VCCircle Fireside Chat: Emerging IT Businesses & Industry Consolidation
- What are the emerging business and trends in the IT products and services space? How scalable are these businesses?
- Which are the attractive innovations led business segments from the investors’ perspective?
- What is M&A and consolidation climate in the IT/ITeS sector? Which segments will see more of these deals?
Speakers:
Raj Kondur - Director, Ascent Capital (Moderator)
Shashank Singh- Managing Director, Apax Partners
Pramod Haque- Managing Partner, Norwest Venture Partners
3:45pm - 4:30pm
VCCircle Redhot Sector V: E-Commerce & Social Media
- How attractive are the E-Commerce and social media investment opportunities? Will they really generate value for stakeholders?
- What are the scalable and sustainable business models in this space? What is needed for these models' success today?
- Are the visible niche market segments attractive for investors? Will we see an increasing competition even in niche market segments?
Speakers:
Subrata Mitra- Partner, Accel Partners (Moderator)
Niren Shah- Managing Director, Norwest Venture Partners
Alok Mittal- Managing Director, Canaan Partners
Phanindra Sama - Founder & CEO, RedBus
T.C.Meenakshisundaram- Managing Director, IDG Ventures
4:30pm – 5:00pm
Panel II: Raising Angel Capital and Early- Stage Capital
Today, in India, hundreds of successful entrepreneurs, professionals and high net worth individuals have got into the early stage investment action. Bengaluru being a hub for entrepreneurship has attracted angels’ interest to this city.
- What are the kind of business ideas angel investors look for?
- How to select your angel investor? In addition to capital, what are the other value additions by an angel?
Speakers:
Mukund Mohan -Founder, Buzzgain (Moderator)
Bharati Jacob - Partner, Seedfund
Ravi Gururaj, VP Engineering, Data Centre & Cloud Division, Citrix Systems Inc
Samir Kumar- Managing Director- Inventus Capital
Anirudh Prabhakaran – Angel Investor, Indian Angel Network
5:00pm – 6:00pm
VCCircle Lounge I: For companies seeking private equity & venture capital investments
A special VCCircle initiative, where companies and investors can meet and network in a structured manner in a separate enclosure. Here 10 select companies can make a 5-minute elevator pitch to 10 select private equity investors and venture capitalists.
5:00pm – 6:00pm
VCCircle Lounge II: For startups seeking angel investments
Similar to the Lounge session for PE/VC targeting companies, here 10 select startups can make a 5-minute elevator pitch to 10 select angel investors.
6:00pm Onwards
VCCircle Unwind
A zone for informal networking and establishing contacts with entrepreneurs and investors over cocktails
Ascent Capital is a leading independent private equity firm. Focused on growth capital we propel the ambitions of passionate Indian entrepreneurs, while unlocking superior returns for our investors. Our demonstrated track record of successful investments, led by an experienced management team, positions our funds among top performers in India.
Ascent Capital currently advises and manages ITVUS (Fund I), Ascent India Fund (Fund II) and Ascent India Fund III.
Approach
Ascent Capital follows an entrepreneur-centric investment approach. We actively seek out promising Indian companies driven by visionary leadership. Our constant endeavour is to complement the strengths of the teams we back. Placing complete confidence in the ability of our partner entrepreneurs to build and manage their companies, we play an active role in scaling the enterprise.
Identifying tomorrow's leaders
We leverage our expertise and market insight to spot emerging opportunities with dynamic growth trajectories. We have, time and again, demonstrated our ability to recognize and support companies that have transformed into industry leaders.
Long-term outlook
We believe in long-term partnerships. This commitment brings stability to our investing relationships and provides our companies a strong platform to deliver outstanding growth. Our ambitions are fully aligned with those of our partner entrepreneurs.
Looking beyond funding
From raising additional capital, attracting senior management talent, maintaining high standards of corporate governance, preparing companies for successful IPOs to providing advice on inorganic growth plans, we leverage our experience and network to drive the success of every company we back.
Focus Sectors
We prefer to invest in:
* Sectors that address domestic demand driven by a fast growing consumer market. Services sectors that benefit from India's infrastructure boom.
* Sectors that leverage India's outsourcing strengths in services and manufacturing.
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.
ITC Royal Gardenia, Bengaluru
ITC Royal Gardenia, Bengaluru
Email: reservations.itcroyalgardenia@itcwelcomgroup.in
Distance: Business Attire, No.1, Residency Road, Bengaluru
Drop us a line and we will call you.
