TRANSFORMING INDIA THROUGH STRATEGIC INVESTMENTS

Covid-19 was described as a black swan event. Two years down the road, the country has seen a significant recovery from the depths of the pandemic. The pandemic has changed a lot of things. India Inc has wholeheartedly embraced remote work and consumers have become more accustomed to using the digital medium. Though signs of pain still remain visible, the pandemic has also opened up new opportunities for India Inc. The panel will discuss the major trends that have emerged from the pandemic and the enablers needed today to bring the economy back on track to reach the $5 trillion ambition. Speakers: Swarup Mohanty, Director & CEO, Mirae Asset Investment Managers (India) Pvt. Ltd. Ritu Arora, CEO and CIO, Asia, Allianz Investment Management Singapore Pte Ltd. Dr. Niranjan Hiranandani, MD, Hiranandani Group Prabhat Awasthi, Managing Director & Country Head, India, Nomura Ashwini Kumar Tewari, Managing Director (IB, T & S), State Bank of India Moderator: Sruthijith K K, Editor in Chief, Mint

Every crisis throws up new opportunities. The covid pandemic is no different. The Indian government has undertaken bold measures to energise the economy, through initiatives such as Atmanirbhar Bharat and Make in India, channelled through production-linked incentives. These initiatives have significantly improved India’s prospects in manufacturing–from electronics, telecom to pharma and textiles. The Covid-19 disruption has meant accelerated digitisation of all facets of economic activity–both on the production and the consumption sides. This has brought in record sums of venture capital and private equity investments into Indian startups, many of which are powered by technology, cementing India’s position as the third-largest startup ecosystem globally. We interact with leading dealmakers to figure out the opportunities and challenges in dealmaking that lie ahead in the current global macroeconomic environment for investors and corporations.

Speakers: Rahul Chawla, Head - Global Credit Trading India & Co-Head - Investment Bank Coverage, Deutsche Bank, India
Neeraj Inder Mohan, Head, EY-Parthenon India
Sourav Mallik, Joint Managing Director, Kotak Investment Banking

Moderator: Ranjani Raghavan, Associate Editor, VCCircle

One of the most significant trends to hit the Indian shores off late has been the sharp focus that investors are now putting on ESG. The theme of ESG is having a widespread impact on how corporate India will function in the coming times. Investors are setting higher standards of corporate governance; activist investors are asking more questions from management, and governance is having a major impact on business activities such as merger and acquisitions. As investors are only likely to give even more importance to ESG in the coming years, this theme will continue to drive strategy for corporates and investors and shape the future of corporate India.

Speakers: Hetal Dalal, President and Chief Operating Officer, Institutional Investor Advisory Services (IiAS)
Dr. Mukund Rajan, Chairman, ECube Investment Advisors
Rishi Pardal, MD & CEO, United Breweries Ltd.
Radhika Gupta, MD & CEO, EDELWEISS MF
Ankur Thadani, Partner, TPG Growth and RISE Fund
Shruti Rajan, Partner, Trilegal

Moderator: Srinath Sridharan, Co-Founder, 4P Consulting Co.

One of the most significant trends to hit the Indian shores off late has been the sharp focus that investors are now putting on ESG. The theme of ESG is having a widespread impact on how corporate India will function in the coming times. Investors are setting higher standards of corporate governance; activist investors are asking more questions from management, and governance is having a major impact on business activities such as merger and acquisitions. As investors are only likely to give even more importance to ESG in the coming years, this theme will continue to drive strategy for corporates and investors and shape the future of corporate India. Speakers: Hetal Dalal, President and Chief Operating Officer, Institutional Investor Advisory Services (IiAS) Dr. Mukund Rajan, Chairman, ECube Investment Advisors Rishi Pardal, MD & CEO, United Breweries Ltd. Radhika Gupta, MD & CEO, EDELWEISS MF Ankur Thadani, Partner, TPG Growth and RISE Fund Shruti Rajan, Partner, Trilegal Moderator: Srinath Sridharan, Co-Founder, 4P Consulting Co.

The pandemic has seen a tremendous pick up in tech adoption in the country and that has brought in tens of billions of dollars into Indian tech startups. Equally, the biggest corporate groups have been busy building or acquiring tech capabilities as they look at ways to transition their old world businesses into the new tech age. We gather the best minds of the startup world, PE/VC ecosystem, and corporate India to decipher where the technology wave is headed.

Speakers: Vikas Agnihotri, Operating Partner, SoftBank Investment Advisers
Naveen Tewari, Founder & CEO, InMobi Group
Shweta Bhatia, Partner and Head of Technology Investments, Eight Roads Ventures India
Kosturi Ghosh, Partner, Trilegal
Priyanka Gill, Co-founder, Good Glamm
Varsha Tagare, Managing Director, Qualcomm Ventures

Moderator: Leslie D'Monte, Executive Editor, VCCircle

Leslie D'Monte, Executive Editor, VCCircle in conversation with Upasana Taku, Co-Founder and COO, MobiKwik

Gulveen Aulakh, Senior Assistant Editor, Mint in conversation with Shri Tuhin Kanta Pandey, Secretary, Department of Investment and Public Asset Management, Ministry of Finance, Govt. of India

PE/VC investors poured in over $70 billion into Indian companies in 2021, a number that was unimaginable five years ago. The growing size of the PE/VC market has meant that more global investors are waking up to the potential that India offers and the pace of dollar inflows into India will only keep increasing. India is definitely on the cusp of becoming a $100 billion investment market. The keynote and fireside chat will try to answer what this means for both investors and entrepreneurs.

Speakers: Nikhil Srivastava, Partner and Managing Director, Head of India Private Equity, PAG
Sudhir Variyar, MD & Deputy CEO, Multiples Alternate Asset Management Private Limited
Neha Grover, South Asia Lead, PE Funds, Disruptive Technologies & Private Equity Funds, International Finance Corporation
Sajid Fazalbhoy, Partner, Iron Pillar
Harsh Pais, Partner, Trilegal
Amit Jain, Managing Director and Co-Head, Carlyle India Advisors

Moderator: Dinesh Tiwari, Managing Director, Broad Peak Capital Advisors LLP

Credit is the fuel that is necessary to keep an economy firing on all cylinders. The Indian banking system for years has been reeling under the effects of a massive bad loan problem. Corporate bad loans though now seem to be coming under control. But overleveraged corporate balance sheets and the pandemic have put a dent to corporate credit demand which is picking up pace rather slowly. The panel will discuss the role the banking system, private credit investors, and ARCs will have to play to ensure that the Indian economy does not run out of the fuel to meet its ambitious growth targets.

Speakers: Amit Agarwal, Head – Stressed Asset Investments, Edelweiss Alternative Asset Advisors
Indranil Ghosh, Managing Director and India Head, Cerberus
Kapil Singhal, Managing Partner, Private Credit, True North
Ameya Khandge, Partner, Trilegal
Eshwar Karra, Chief Executive Officer, Kotak Special Situations Fund

Moderator: Nachiket Naik, Head - Corporate Lending, Arka Fincap

Climate change is inarguably the biggest global challenge that we face today. India has made huge commitments to cut its emissions and transition itself to a more green economy. This presents one of the biggest opportunities for growth for investors and companies. From meeting the country's ambitious targets of renewable energy production to ushering in an electric vehicle revolution to emerging opportunities of green hydrogen, a massive amount of capital is needed to be injected into the economy. Some of the largest corporate groups in the country have announced multi-billion dollar green investment plans. The green opportunity is bound to be one of the exciting and promising ones of this decade.

Speakers: Kavita Saha, Managing Director, Infrastructure, India,
CPP Investments
Deep Gupta, Managing Director, Macquarie Asset Management, Co-Head of Southeast Asia & India
Dhanpal Jhaveri, Vice Chairman, Everstone Group & CEO, EverSource Capital
Nagesh Basavanhalli, Group CEO, Greaves Cotton Ltd.
Chetan Maini, Co-Founder & Chairman, SUN Mobility
Saurabh Bhasin, Partner, Trilegal

Moderator: Utpal Bhaskar, Senior Editor, Mint

Work from Home, Work from Anywhere, Hybrid workplace are some of the terms that have become mainstream in the last two years. The pandemic has brought major challenges for the commercial real estate sector with frequent waves of new variants and resulting lockdowns, while the pandemic combined with low interest rates has given a boost to the previously ailing residential real estate sector. How have real estate players navigated these tumultuous times and what growth opportunities do they see emerging from the pandemic?

Madhurima Nandy, Senior Editor, Mint in conversation with Ankur Gupta​, Managing Partner, Real Estate, Brookfield Asset Management

The Indian government has been pushing hard on making India an attractive destination for manufacturing through programs such as Atmanirbhar Bharat, Make In India and the various production linked incentive schemes. A year into these PLI announcements, we take a look at what impact has been witnessed on the ground. Can India really beat its Asian peers to become a top manufacturing hub and are investors willing to back manufacturing businesses that have ambitions to build for both India and the world?

Speakers: Vishal Chaudhary, Co-Founder, Zetwerk
Padmanabh Sinha, Executive Director and Chief Investment Officer, NIIF
Vivek Vikram Singh, Managing Director and Group CEO, Sona Comstar
Pankaj Patwari, Managing Director, Advent India PE Advisors Private Limited
Prakash Bagla, Director, Motilal Oswal Private Equity
Yogesh Singh, Partner, Trilegal

Moderator: Alisha Sachdev, Assistant Editor, Mint

The fact that the Indian healthcare infrastructure had massive shortfalls was a well known fact event before the pandemic. But the last two years have shown that to build a resilient economy, a strong healthcare sector is an absolute must. We discuss how India can resolve the shortcomings of its healthcare sector and what opportunities and challenges do investors see in the sector.

Speakers: Dr. Amit Varma, Managing Partner, Quadria Capital
Vishal Bali, Executive Chairman, Asia Healthcare Holdings (AHH)
Puncham Mukim, Managing Director, Everstone Capital Advisors
Manish Gaur, Managing Director, Multiples Alternate Asset Management Private Limited
Visalakshi Chandramouli, Managing Partner, Tata Capital Healthcare Fund
Kunaal Shah, Partner, Trilegal

Moderator: Lalit Mistry, Partner and Co-Head, Healthcare Sector, KPMG India

Sanjay Nayar, Senior Advisor, KKR India

Special Address By:
K. V. Kamath, Chairperson, National Bank for Financing Infrastructure and Development (NABFID)
Hemendra Kothari, Chairman, DSP Investment Managers
Ajay Piramal, Chairman, Piramal Group