Introduction

VCCircle Cleantech Investment Summit 2011

Sustainable businesses are those that are modeled to have a minimal impact on the global and local environment, community, society and the economy as a whole. So, at a granular level, it translates into each and every business decision passing through the sustainability prism. In what is now gaining momentum as the triple bottom line approach, corporate and businesses are looking at models, products, processes and services that not marry traditional financial goals of the company to the larger social and environmental goals.

VCCircle is putting together its first-ever sustainable investing summit that will focus on investment thesis and niches within this new, evolving and encompassing space. As part of the first edition, we will look at opportunities in the cleantech area, which is one of the core criteria for any sustainable business model. In our second edition, we will focus on sustainability from the social perspective. In the second edition titled, Bottom of the Pyramid, we will explore investible opportunities in various for-profit businesses that have a positive impact on the society, community and the economy.

Cleantech, the use of technologies and business models to improve performance at reduced costs with the least adverse environmental impact, is no longer a do-good rhetoric but a serious way of life for businesses straddling a variety of verticals. Cleantech is also a global phenomenon where countries are one on fighting climate change although there may be differences on emission reduction targets and so on.

 So, what is clear is that Cleantech is a business phenomenon whose time has come in a big way. Globally, companies will need to account their impact on the environment and they way they handle waste. The trend of investing in environmentally aware and sound businesses will become mainstream and sustainable.

Cleantech, by and large, covers clean energy production, storage and efficiency; waste and water management and recycling; transport solutions; material sciences (use of nano and bio materials to improve production and lower ecologicial impact), and even natural agriculture practices such as organic farming. While these are the broad areas, cleantech can be employed across a range of industries or even household activities such as rainwater harvesting techniques and building a home based on green materials. This sector is embedded in such a manner that it can change the way people, corporates and nations consume products and services.

In the Indian context, we see cleantech emerging as one of the favourite investment themes with at least a dozen global and Indian private equity funds who mean to have a significant presence in India. What they will be looking at is sustainable solutions aimed at creating low-carbon economy. In power-deficit India, energy still is the principal driver of this category of investments as coal (as opposed to renewable sources) is the main raw material used to generate power. Categories like wind, solar and hydel energy are gaining much traction in India but scalability and sustainability often pose a challenge.

Indian cities, with their enormous water and transport-related woes, must theoretically present a case of opportunities in these sectors. But, often it is tough to find viable, mainstream and investible projects. But, as nations and corporates start emphasising on the environment bottom line, it would trigger innovations and new business models downstream.

Much of this action will be triggered by global and local government policies. The key policy initiatives taken by India towards decarbonisation include the launching of a National Clean Energy Fund, generation based incentives for wind energy and also the New Coal Policy. On the global level, there is still uncertainty over the Kyoto Protocol 2012 and the market risks associated with carbon credits (certified emission reduction targets).

Are you geared to leverage the opportunities in the space? Do you want to know about the hot investment trends and sectors that are catching eyeballs in cleantech? Do you want to easily navigate the global maze of regulatory framework and protocols? Do you want to gauge the depth and width of this untapped space? Do you want to know what investors are looking for in startups to growth enterprises in the cleantech space?

VCCircle Cleantech Capital Summit 2011 is just the place to scout for business-altering solutions and critical insights into this niche and fledgling sector. VCCircle will put together over two dozen experts from the fields of climate change, PE/VC funds with a mandate to invest in cleantech enterprises and entrepreneurs who have taken some early bets on this “unmissable” business opportunity. The day-long conference aims to cover the alpha and omega of the business and investment opportunities that cleantech presents.


Agenda

8:00am - 9:00am
Tea & Registration

9:00am - 9:15am
Introduction Note

9:15am - 9:30am
Keynote Address I: The New Paradigms In Cleantech Investing
Raja Parthasarathy - MD, IDFC Private Equity

9:30am - 10:30am
Session I: The Big MegaWatt Question: Is Green Energy, The Most Visible Growth Driver In The Cleantech Space, Scalable Or Is It A Fringe Play?
- The economics of generating power through green sources such as hydel, wind and biomass.
- What benefits will government interventions bring to the industry and what more is required to make it investment-friendly?
- Risk-return profile of investing into cleantech
- The exit routes

Anand Prakash - MD, FE Clean Energy Group (Moderator)
Kamlesh Tejwani - CEO, AllGreen Energy
Sunil Jain - COO, Green Infra Ltd
Gaurav Malik - MD, Olympus Capital
S.K Sharma - MD, SBA Hydro & Renewable Energy
Ritika Goel - Senior Energy and Climate Policy Adviser, DFID

10:30am - 10:55am
Tea & Networking Break

10:55am - 11:15am
Keynote Address I: The Green Route To Markets
T. Shivaraman - Vice Chairman, Orient Green Power

11:15am - 12:00pm
VCCircle Redhot: Solar Power
- What are the contours of this sub-sector? Regulatory environment and reforms: How have they pushed the sector? What are the underlying entrepreneurial and investment opportunities in this space? Is solar going to be a dominant source of power in India? Replacing Kerosene: The demand for clean cooking in India.

Kuljit Singh - Partner, Ernst & Young (Moderator)
Inderpreet Wadhwa - Founder, Azure Power
Alan Rosling - Chairman, Kiran Energy Solar Power Pvt Ltd
Jonathan Winer - MD, Nereus Capital
Ashish Jain - Vice President, Corporate Strategy, Moser Baer

12:00pm - 1:00pm
Session II: Technology Interventions Leading The Way
- How energy efficiency driven by Information & Communication Technology (ICT) will become significant?
- Opportunity Mapping: From the Smart Grid (Microgrids, Smart Meters) to Remote Sensing to Industrial design
- A Push to Branding “Green” To See Energy Efficiency Boom
- LED and CFL makers see traction from investors
- How to make available technology which is low cost and scalable?
- Is there an appetite for heavy IP driven technologies which require a long gestation period?

Vinod Kala - MD, Emergent Ventures (Moderator)
Mohan S Iyer - MD, Unidyne Energy System Private Limited
Vivek Tandon - MD, Aloe Private Equity
Reji Kumar Pillai - General Partner, Magnetar Venture
Anjan Mukherjee - MD, HyCa Technologies

1:00pm - 2:00pm
Lunch & Networking Break

2:00pm - 3:00pm
Session III: Clean Mobility Solutions
- Is India Ready To Drive Green Cars & Bikes?
- Increasing role of cheap, utility scale energy storage: The ushering of advanced batteries
- Biofuels: Is it the way forward?

Mohanjit Jolly - Executive Director, DFJ India (Moderator)
Bhaskar Chalasani - CEO & MD, Naturol BioEnergy Ltd.
Gerard Rego - Chairman, Vayugrid Marketplace Services Pvt. Ltd
Tara S Ganguly - Chairman & CEO, Tara International

3:00pm - 3:30pm
Tea & Networking Break

3:30pm - 3:45pm
Keynote Address II: The Carbon Quotient
How to transition to low carbon economy? How to mine the Rs 28,000-crore opportunity? How is India placed in the global CDM landscape? What does it mean to invest in carbon as a PE strategy? How do you mitigate the risk of CERs accruing from a project? Growth Drivers: Carbon credit trading in India.
Vishwajit Dahanukar - MD, Managing Emissions

4:00pm - 5:00pm
Session IV: Water & Waste
Waste & water are clearly seen as the growth drivers for cleantech investing going forward.
- Capturing the dynamics of investing into e-waste.
- Mining the huge opportunity in municipal solid wastes.
- Why recycling is the sweet spot for investors?
- How to use private- public partnerships to create relevant business models around effective decentralized water distribution.

Vivek Mehra - MD, Sustainable Investment Banking, Yes Bank (Moderator)
S.Suthakar - MD, Aqua Designs India Private Limited
H. B. Singh - MD, Hydroair Tectonics
Samir Tuli - Director, Paramount Ltd
Aamir Jariwala - Head-Strategy & Investor’s Relations, SPML Infra Ltd

5:00pm - 6:00pm
VCCircle Lounge
10 select companies meet with 10 investors on a one-on-one basis at a separate Lounge .

6:00pm Onwards
VCCircle Unwind


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Venue :

ITC Sheraton, New Delhi

ITC Sheraton, New Delhi

Contact: Business Attire

Distance: District Centre, Saket


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