Updated agenda for VCCircle Family Office & Investment Management Summit 2014 on Apr 22, Mumbai

The first edition of VCCircle Family Office & Investment Management Summit 2014 is just a day away. The summit is scheduled to be held on April 22, 2014 at ITC Grand Central, Mumbai.

Given the biggest and most awaited election around the corner, the conference will form an appropriate forum to analyse the views drawn by India’s most wealthy business families, HNIs and family office mangers on investment trends, management, asset protection, philanthropy, tax and regulations, legal matters, portfolio structuring, opportunities in value creation models and other alternative asset classes.  

Take a look at the unique and focused agenda.

The summit will also feature keynote addresses from Gaurav Dalmia, who is the Executive Vice Chairman, MD & CEO of Landmark Property (Dalmia Group), on ‘Lessons learnt by family offices in India’ and Saurabh Mukherjea , CEO of Institutional Equities business, Ambit Group, on ‘Investment opportunities for Indian family offices amid the present economic headwinds’

Click here, to see the line-up of expert speakers 

Register to attend or write to Sandeep/Krishna at or call 0120-4171111 

Updated Agenda

8:30am - 9:30am

Tea & registration

9:30am - 9:40am

Introduction note

9:40am - 10:25am

Panel I: Emergence of family offices in India & latest trends in the space

With the number of millionaires increasing, India’s super rich are in a continuous spree of setting up family offices with the idea of investing in the high risk-high return model. However, business owners can’t get away with running and operating their existing giant businesses. How do successful business families and HNIs distinguish handling their businesses from managing their personal and family wealth? What is the scope for a family office in India? Do family offices bear the brunt of the ongoing business slowdown? What are the overlapping elements in the family office of a promoter and a private equity division within a promoter-held organisation? How does one leverage the brand equity gained by the family over decades for venturing in to new industry verticals?

Amitabh Chakraborty - MD & CIO, Kitara Capital

Parag Shah - Managing Partner, Mahindra Partners

Radhika Rajan - Executive Vice President, DSP Investment

Sankaran Naren - CIO, ICICI Prudential Mutual Fund.

Soumya Rajan - Co-Founder, MD & CEO, Waterfield Advisors Pvt Ltd (Moderator)

10:25am - 10:55am

Keynote address: Lessons learnt by family offices in India

Gaurav Dalmia - Executive Vice Chairman, MD & CEO , Landmark Property (Dalmia Group)

10:55am - 11:25am

Tea & networking break

11:25am - 12:10pm

Panel II: Role of family office in preparing next generations

Managing aspirations and succession planning

Setting up a high level of quality standard across the breadth of services, including investments, philanthropy, legacy planning and family corporate governance, is the need of an hour for ultra-high families. Will the next generation be equally equipped in managing untapped family wealth, risk appetite, decision making power and handling family conflict management? How does newer generation prove it to the former generation? How will families manage aspirations of next generations? How do families handle three core issues—management, succession and conflicts?

Amit Patni - Chairman, RAAY Global Investments Pvt Ltd

Ashima Munjal - MD, Majestic IT Services Limited

Vivek Mehra - ED & Head, M&A Tax, PwC

Narayan Seshadri - Chairman & CEO, Tranzmute Capital & Management

Sameer Mehta - Director, Atlas Venturez (Moderator)

12:10pm - 12:30pm

Keynote address: Investment opportunities for Indian family offices amid the present economic headwinds

Saurabh Mukherjea - CEO, Institutional Equities business, Ambit Group

12:30pm - 1:30 pm

Lunch & networking break

1:30pm - 2:15pm

Panel III: Structuring portfolios for family offices  

In-depth look at select investment strategies for family offices

Discussions will provide insights on structuring portfolios for family offices, blending short- and long-term strategies, optimal mix of traditional asset classes & alternatives and passive vs active strategies. How do you create a solid mix of alternative strategies for your portfolio in tune with your needs? Which strategies preserve and ensure growth of family wealth? What should families be looking for while selecting managers?

Navneet Munot - CIO, SBI Funds Management Private Limited

Rajesh Ramaiah - Director & CFO, Premji Invest

Nandita Prabhu - Director- Capital Markets, IFMR Capital

Dinesh Vaswani - Founder & MD, Acuitas Capital Advisors Private Limited

Nilesh Shah - MD & CEO, Axis Capital

2:15pm - 2:35pm

Special address by:

Shachindra Nath - Group CEO, Religare Enterprises Limited

2:35pm - 3:20pm

Panel IV: Private equity & venture capital as an asset class for family offices

With plenty of money, time and natural capacity to invest in high-risk and -return asset class, how do family offices look at a private equity/venture capital as an asset class? How different are the needs of the ‘entrepreneur turned investor’? How does an owner oversee array of responsibilities—investments, legal, accounting and more? Given the risk profile, what class of product offering will suit the investors who are sitting on rich dry powder?

K Ganesh - Serial Entrepreneur, Chairman, Portea Medical, (Founder and ex CEO- TutorVista)

Sasha Mirchandani - Founder & Managing Director, Kae Capital

Amit Banka - Founder & CEO, BeeGram Business Doctors Pvt

Prakash Nene - MD & CFO, Multiples Equity

Gopal Srinivasan - Chairman & MD, TVS Capital Funds Limited (Moderator)

3:20pm - 3:50pm

Tea & networking break

3:50pm - 4:10pm

Insights on taxation & estate planning                                

Alok Saraf - ED & Leader (West), Private & Entrepreneurial Business, PwC

4:10pm - 4:50pm

Panel V: Real estate as an investment class

Real estate products are the most favoured destination for family offices investment. Are family offices investing for cash flow or appreciation? What leverage and ownership structure do family offices prefer? What property types and geographical areas are in favour?

Sunil Rohokale - CEO & MD, ASK Group

Shirish Godbole - MD & India Head, Morgan Stanley Real Estate Investing (MSREI) India

Shreya Rao - Head - Private Client Practice & Senior Member, International Tax Practice, Nishith Desai Associates    

4:50 pm - 5:30pm

Panel VI:  CSR & philanthropy: True wealth of family businesses

‘Effective change in the system through giving’ is among the new emerging trend adopted by business families who are gradually shifting their focus from just achieving financial growth to contributing a part of their income for social cause. As businesses prosper and professionalise, by what extent is support coming from the families to institutionalise family foundations/trusts? How is the quality of work measured while undertaking corporate philanthropy? How should families look to impact investing? What is at stake and what are the possibilities for success? What are the reactions coming from business families on CSR initiatives?

Deval Sanghavi - Partner & Co-Founder, Dasra

Emily Harrison - Founder & ED, Innovaid Advisory Services Pvt Ltd

Daljit Mirchandani - Founder, Gyan Prakash Foundation

Srikrishna Ramamoorthy - Partner, Unitus Seed Fund

Dimple Sanghi - Director, Investments, Omidyar Network India Advisors (Moderator)

5:30 pm onwards

VCCircle unwind

This session will provide more networking time for next generation entrepreneurs/promoters, top investors and dealmakers.

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