The Indian healthcare sector is a story of resilience in the face of the worst-ever crisis the world has seen in the last year. Much like sectors like education and food, where consumer spending is of non-discretionary nature, healthcare too enjoys a similar priority and may have, hence, escaped the downturn with minimal bruises.
What makes the healthcare segment even more compelling is the inherent potential that exists for organic growth.
Consider these numbers: The $35-billion industry is projected to touch over $75 billion by 2012 and $150 billion by 2017 (Technopak Advisors). The Confederation of Indian Industry pegs an annual investment of $50 billion into healthcare for the next 20 years. India needs to add 3.1 million beds by 2018 against the existing 1.1 million and that alone means an immediate injection of $82 billion.
The drivers for this growth are several: Increase in lifestyle-related diseases, a growing elderly population and rise in income levels pushing the demand for better healthcare facilities. While the trend remains bullish for core healthcare, it is also percolating down to interesting niches and ancillary segments such as medical devices, diagnostics, pharmacy chains besides drug and biotech firms.
So, how real is this opportunity? Are you well-positioned to exploit this potential? What are the opportunities in the Indian healthcare business? Are they in the urban or rural space; mass market or premium; super speciality or primary; generic or niche and so on?
VCCircle will help you find the answers at its first dedicated Healthcare Investment Summit on September 30, 2009 at Taj Mahal Palace Hotel, New Delhi. The exclusive forum will bring together India's top-notch healthcare entrepreneurs, CEOs, private equity fund managers, venture capitalists, bankers, advisors and management consultants.
Go ahead. Get a shot in the arm.
9:00 am to 10:00 am
Tea & Registration
10:00 am to 10:15 am
Welcome & Introductory Remarks
10.15 am to 11:30 am
PANEL I - The $50-Billion-A-Year Healthcare Opportunity
• Opportunities, challenges, policy bottlenecks and the latest trends in the Indian Healthcare sector
• What are the roles for private equity, venture capital and corporates in building robust healthcare system in both rural and urban India?
• What are the dealmaking opportunities in this sector?
• How do we participate in the healthcare infrastructure opportunity?
• How to negotiate public-private partnerships?
Aluri Srinivasa Rao - Managing Director, Morgan Stanley PE
Sanjay Arte - Partner, India Value Fund Advisors
Dr Kushagra Katariya - CEO, Artemis Hospitals
Dr G.S.K.Velu - Managing Director, Metropolis Health Services
Raja Parthasarathy - Managing Director, IDFC Private Equity
Sanjay Bansal - Managing Director, Ambit Corporate Finance (Moderator)
11:30 am to 11:45 am
Tea & Networking Break
11:45 am to 1:00 pm
PANEL II - Hospitals & Healthcare Delivery
• Opportunities in large multi-specialty hospitals as well as single-specialty hospitals (such as cardiology, urology, cancer, maternity etc)
• What are the challenges in running such businesses?
• What is the return on investment?
• The opportunities in large metros versus Tier II cities
• Investing in capital intensive & high gestation period segments
• PE and the Physician Owner: Constructive Engagement Thoughts
Dr Azad Moopen - Chairman, DM Healthcare Pvt. Ltd.
Rajiv Maliwal - Chairman, Spring Healthcare
Dr Amit Varma - President, Health Care Initiatives, Religare Capital Markets Ltd.
Dr. B. Ramesh Babu - Managing Director, Medwin Hospital
Dr. Praneet Kumar – Director, Fortis Healthcare
Ratan Jalan - Founder & Principal Consultant, Medium Healthcare Consulting (Moderator)
1:00 pm to 2:00 pm
Lunch & Networking Break
2:00 pm to 3:00 pm
PANEL III - Healthcare For Masses
- How attractive is affordable healthcare market
- How do you participate in this opportunity both in urban and rural areas?
- What are the critical success factors?
- Ways to create successful PPP models
Biju Mohandas - Director, Acumen Fund
Dr Ashwin Naik - Co-founder and CEO, Vaatsalya Healthcare
Yashodhan Sathe - Chief Investment Officer, IndiaVenture Advisors
Rajiv Vasudevan - Managing Director, AyurVaid Hospitals
Dr Atul Kapoor - Managing Director, Regency Hospital Ltd.
Anurag Agrawal – Senior Vice President, Intellecap (Moderator)
3:00 pm to 3:15 pm
Times Private Treaties – Value Creation Through Brand Building
CVL Srinivas - Director, Times Private Treaties
3:15 pm to 3:30 pm
Tea & Networking Break
3:30 pm to 4:30 pm
PANEL IV - Pharmacies, Outpatient Healthcare
- Diagnostics and clinical labs
- Integrated model of healthcare delivery in outpatient settings
- Preventive healthcare, wellness and disease management programmes
- Consolidation opportunities in this sector
- Pharma retail
Sunil Diwakar - Managing Partner, IL&FS Investment Managers
Dr. OP Manchanda - CEO, Dr Lal Pathlabs
Rakesh Pande - CEO, Kaya Skin Care Ltd.
Siddharth Dhondiyal - Vice President, India Value Fund Advisors
Dr A.Velumani - Founder, Thyrocare Technologies Ltd
Shiraz Bugwadia - Director, o3 Capital Advisors (Moderator)
4:30 pm – 5:30 pm
PANEL V - Medical Equipments, Diagnostic devices, R&D
- The indigenous opportunities in medical equipment, diagnostics devises
- Innovation and R&D in equipment and devices
- Early stage and late stage investment opportunities
- M&A and consolidation
Mohanjit Jolly - Executive Director, DFJ India
Ranjith Menon – Vice President, IDG Ventures India
S. Nandakumar - Founder & CEO, Perfint Healthcare
Amit Chander – Head, Healthcare Baring Private Equity
Viswanath Chebrol - Managing Director, Evolvence India Life Science Fund
Sameer Mehta - COO & Director, Mehta Hospitals (Moderator)
5.30 pm to 5:45 pm
Vote of thanks
6:00 – 8:00 pm
Cocktails & Networking
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.
Taj Palace Hotel, New Delhi
Taj Palace Hotel, New Delhi
Contact: 91-9212305582
Business Attire
Email: palace.delhi@tajhotels.com
Distance: 20 minutes from the New Delhi Domestic Airport
Drop us a line and we will call you.
