Final agenda for VCCircle India Limited Partners Summit 2015; last few seats left; register now

16 February, 2015

VCCircle India Limited Partners Summit 2015, to be held on February 18, 2015 at Trident Nariman Point, Mumbai, will bring out a curated gathering of marquee international & domestic limited partners, leading general partners, first time fund managers, prominent entrepreneurs and partners from top investment banks, law firms & advisory firms.

The summit aims to set the tone for top Asia & India focused limited partners to build meaningful conversations with leading fund managers to make businesses work in India.

Take a look at the updated agenda & list of the speakers attending the summit:

8:00am – 9:20am

Tea & Registration

8:00am – 9:20am

Breakfast & Networking

9:20am – 9:30am

Introduction Note

9:30am – 10:15am

Panel 1: Investing in the ‘New India’ paradigm

The so-called BRICS group – Brazil, Russia, India, China and South Africa – all moved together a decade ago, but now India is pulling away from the others, feel experts. The India optimism contrasts with expectations of slowing growth in China and a lukewarm reaction to the re-election of Brazil’s president last month. And all this comes at a time when the Indian economy is set for a reboot with a strong government at the centre, an environment for unleashing the next stage of economic reforms, and an improved sentiment among consumers, investors and the business community. The Indian equity indices have outperformed other emerging markets so far this year with the NSE Nifty rising 35% since January 1 in dollar terms. The rupee is the best-performing currency among big emerging markets. While investors at large are buoyed by the optimism, a few are still holding on to the purse-strings in anticipation of sweeping reforms.

– Where does India stand in terms of investors’ attractiveness

– What should the government do to attract long term locked in capital?

– What are the attractive investment themes for the next 10 years?

Srinath Srinivasan – CEO, Oman India Joint Investment Fund

Rahul Bhasin – Managing Partner, Baring Private Equity Partners (India) Pvt Ltd

Vish Narain – Country Head, TPG Growth

Padmanabh Sinha – Managing Partner, Tata Opportunities Fund

Anand Prasanna – Director, Private Assets (Shanghai), Morgan Creek

Amit Bhatiani – Partner, CX Partners (Moderator)

10:15am – 10:40am

Keynote Address: By Ronnie Screwvala,  founder, Unilazer Ventures

10:40pm – 11:25pm

Panel II : India – the land of rising billionaires & the local investor capital driven risk capital industry

Given that more than 95 per cent of the PE capital in India comes from international investors, what is the scope for local investor capital driven PE market in the country? What are the challenges to running domestic capital led PE funds? How can the industry encourage the ecosystem of local insurance companies, banks, and family offices to make allocations to domestic private equity? What is the role played by wealth managers? Is HNI commitment going to be the new way forward for PE fundraising?

M.K. Sinha – Managing Partner and CEO, IDFC Alternatives

Satya Bansal – CEO, Barclays Wealth and Investment Management – India

Neelkanth Mishra – India Strategist, Credit Suisse

Gopal Srinivasan – CMD, TVS Capital Funds Limited (Moderator)

11:25am – 11:50pm

Tea & Networking Break

11:50am – 12:40pm

Panel III: View from the top: LPs reveal Indian PE report card and if 2015 will be an exciting investment vintage

PE is a business which is essentially run by the LPs and for the LPs. LPs realise that, besides General Partners, they also need to learn from the mistakes made in the go-go days as the country enters another multi-year bull run. LPs admit that both LPs and GPs made mistakes during the benign days of 2006-07 and which is where most of the money is stuck. Going forward, the scrutiny will primarily revolve around exits, irrespective of the macro environment.

What is the current state of partnerships between LPs and GPs in India? What are the essential factors such as fee and co- investment rights that are important for a successful fundraise? How are GPs and LPs aligning themselves between performance attribution and management fee? How will providers and investors of capital amicably settle on risk-return fundamentals?

Jane Rowe – Head Private Equity, Senior Vice-President, Ontario Teachers’ Pension Plan

Nupur Garg – Regional Lead – Private Equity Funds, IFC

Manish Kejriwal – Co-Founder & Managing Partner, Kedaara Capital Advisors LLP

Brooks Preston – Vice President – Investment Funds, Overseas Private Investment Corp.

Jaganath Swamy – Vice President, Harbourvest Partners (Asia) Limited

Akhil Awasthi – Managing Partner, Tata Capital Growth Fund (Moderator)

12:40pm – 2:00pm

Lunch & Networking

VCCircle Insights: Quick insightful discussions on the fast growing themes in the Indian investing landscape

2:00pm – 2:45pm

VCCircle Insights I: Infrastructure & real estate

The year 2014 has been a turned around period for the infrastructure sector. Financial investors are back in the sector and closely evaluating deals. The sentiment towards India is positive today. The government has made some right moves on the fiscal policy side like deregulating diesel and unveiling steps towards moving to a goods & services tax regime. The decision making process seems to be much quicker now. There has been a huge uptick in the real estate deal-making.

While there is a big impetus on the infrastructure sector, will the government be able to improve infrastructure as quickly and efficiently at the national level? What role will private capital play? What is the new story that the Indian real estate fund managers are narrating to their LPs? Which asset class would this money chase? Will Vintage PE funds from 2007-2008 look to exit in 2015 or will they postpone exit from market in 2016? How are funds preparing to list their assets in REITs? What is the current domestic fund raising scenario? How to deal with challenges and complexities?

Sanjeev Dasgupta – CEO, Ascendas Property Fund Trustee

Sunil Rohokale – CEO & MD, ASK Group

Gautam Mehra – Partner and Leader, Financial Services, Tax & Asset Management, PwC

Sunil Mantri – Chairman, Mantri Realty Ltd

Amit Thawani – Executive Director, Nomura Financial Advisory & Securities (India) Private Limited

Navita Yadav – Chief Executive Officer, IL&FS Trust Company Ltd.(Moderator)

2:45pm – 3:30pm

VCCircle Insights II: From dotcom bust to venture capital boom

Early stage investment has come of age in India. Some of the early stage investments that have heaped great returns for Indian investors include RedBus, Just Dial, Makemytrip, MuSigma, Naukri and InMobi. Billion dollar valuation is not uncommon among consumer internet firms. The sheer amount of vibrancy in the space and deal making in internet ventures make dotcom bust look like a thing of the past. But is this hype or real value creation that is happening? Can it be sustained? Is there a real exit environment for VC-backed companies?

Sudhir Sethi – Founder, Chairman & MD, IDG Ventures India Advisors Pvt Ltd.

Sanjay Nath – Co-founder & MD, Blume Ventures Advisors Pvt. Ltd.

Mahesh Murthy – Partner, Seedfund

Sasha Mirchandani – Founder & Managing Partner, Kae Capital

Deepak Shahdadpuri – Founder & MD, DSG Partners Asia Pte Ltd

Viswanathan Parameswar – Executive Director, Adveq Management (Moderator)

3:30pm – 4:00pm

Tea & Networking

4:00pm – 4:40pm

VCCircle Insights III: Private equity in public equity

A lot of funds have been seen engaged in passive PIPE investing. A quick run up in the stock market has provided for easy avenues for the PE funds to cash out and make some handsome returns. But do LPs like funds to engage in such opportunistic transactions? Is it now necessary for funds to have a flexible style of investing as Indian markets are so dynamic in nature?

Promeet Ghosh – MD, Temasek Holdings Advisors India Pvt. Ltd

Udai Dhawan – MD & India Head, Standard Chartered Private Equity

Paresh Thakker – Managing partner, ValueQuest Capital

Sohil Chand – MD, Norwest Venture Partners

Sanjay Kukreja – MD, ChrysCapital Advisors Pvt Ltd

Karan Singh – Partner, Trilegal (Moderator)

4:40pm – 5:20pm

VCCircle Insights IV: Big deals are back – where are we headed?

Private equity firms have once again started signing big cheques for Indian firms as business climate is showing signs of turnaround and there is a large pile of capital still to be deployed. There have been 19 $100-million plus PE deals in the country since January this year, around 50 per cent more than the same period last year, as per data compiled by VCCEdge, the data research platform of VCCircle. IT, including e-commerce and IT services, leads with one-third of these deals.

What is driving big deals back? Will the trend continue? Who are the players driving the front-end of this market? Which sectors are looking most lucrative for such deals? Has the Indian deal making environment finally matured to see advent of big bang deals? Do we have late stage VC investing in India?

Srini Nagarajan – Head of South Asia, CDC Group

Shankar Narayanan – Managing Director, The Carlyle Group

Nishant Parikh – Partner, Trilegal

Amit Chandra – MD, Bain Capital Private Equity

Parth Gandhi – Senior Partner and Managing Director, AION Capital

Shashank Singh – Partner, Apax Partners India Advisers Private Limited (Moderator)

5:20pm – 5:50pm

GP Showcase

VCCircle handpicks select GPs who are currently fundraising to showcase their strategies

Vikram Gupta – Founder & Managing Partner, IvyCap Ventures

Nilesh Kothari – Managing Partner, Trifecta Capital

Abhishek Sharman – Founder and MD, Carpediem Capital Partners

Nikhil Vora – Founder & CEO, Sixth Sense Venture

Limited seats left, for registrations, write to Sandeep/Ipshita at register@vccircle.com or call 0120-4171111.

(Edited by Joby Puthuparampil Johnson)


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Meet leading global & Indian LPs and top fund managers @ VCCircle India Limited Partners Summit 2014; plus updated agenda; register now

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Final agenda for VCCircle India Limited Partners Summit 2015; last few seats left; register now

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