8:30am - 9:30am
Tea & Registration
9:30am – 9:40am
9:40am – 10:40am
Session I: Need To Have Or Nice To Have Or Both: Where is the Indian consumption story headed?
How is the Indian consumption behaviour evolving? While staples will never go out of fashion, aspiration-led goods and services are increasingly commanding a greater wallet share. How do we define "nice to have" categories particularly when the lines of luxury and necessity are blurring? What are the scalability challenges and return economics in “nice to have” categories? What do investors look for in these business models? How do “need to have” categories continue to retain their brand value given rise in clutter, private labels and a fickle consumer? How to build a successful consumer product and service brand?
Sachindra Rudra - Senior Investment Officer, Navis Capital (Moderator)
Balu Nayar - MD, Morpheus Fund
Divya Sehgal – Director, India Value Fund Advisors
Ajay Pahwa - CEO, Kaya Ltd.
10:40am – 11:00am
Tea & Networking
11:00am – 12:00pm
Session II: How To Value A Consumer Product & Service Brand?
How are traditional FMCG product brands valued? Are deals in traditional FMCG brands more in the cross-border and strategic investment realm? Are valuations therefore more attractive when selling to strategics as opposed to domestic consolidation or even PE? With proliferation of brands in erstwhile commoditised and fragmented areas such as cabs, coaching classes and salons, are the services-led brands valued differently? How do service brands grow? What are the economics of growing a service brand through owned and franchise routes?
Kanwaljit Singh - MD, Helion Ventures (Moderator)
Satyen Jain - CEO, Pride Hotels
Deepesh Garg – Director, o3 Capital Advisors
Kazi Arif Uz Zaman - Executive Director, Everstone Capital Advisors
12:00pm – 12:30pm
Evolving consumption pockets over the next decade: Saloni Nangia - Senior Vice President, Technopak
12:30pm – 1:30pm
Lunch & Networking
Session III: Console VCCIRCLE REDHOT
Presents threadbare discussions on three fast-growing consumption areas that are stoking the appetite of entrepreneurs and private capital. What are the entry barriers to business? What are scale challenges? The critical real estate link? How do you build a brand in a pure service play? Is franchising the only way to scale?
1:30pm – 2:30pm
VCCircle Redhot Sector: QSR, Cafes, Takeaways and Casual Dining
Deepak I. Shahdadpuri - MD, Baer Capital Partners (Moderator)
Gaurav Jain - Founder & CEO, Mast Kalandar
Kiran Nadkarni - CEO, Kaati Zone
Riyaaz Amlani - CEO, Impresario Entertainment & Hospitality Pvt. Ltd
2:30pm – 3:30pm
VCCircle Redhot Sector: Niche Retail
Nandini Chopra, Executive Director, KPMG (Moderator)
Baqar Iftikhar Naqvi – CEO, Cotton County Retail Ltd.
Seshu Kumar – Head, ITC Choupal Sagar
Bijou Kurien – President, Lifestyle, Reliance Retail
TS Ashwin - MD, Odyssey India Ltd.
3:30pm – 3:45pm
Tea & Networking
3:45pm – 4:45pm
VCCircle Redhot Sector: Wellness, Hospitality, Beauty & Fitness
Harinder Sawhney – Director, JM Financial India Fund (Moderator)
Dharmendra Manwani - CEO, Jean Claude Biguine India
Sandeep Ahuja - MD, VLCC Healthcare Ltd
Keshav Baljee - President, Orchid Hotels Limited
Rahul Bhalchandra - Founder, YLG Salon and Spa
4:45pm – 5:00pm
Techcircle Launch Party
VCCircle Unwind, including informal networking over cocktails