Programme

Day 1 | Day 2

  • Wednesday, 4 December 2019

  • 08:45

    Registration and refreshments

  • 09:25

    Opening remarks

  • 09:30

    Inside credit: The rise of private debt and distress

    Interest in Asia’s credit and special situations space has increased dramatically, with India at the forefront. Demand for structured financing is well-established and it has prompted numerous firms to introduce private debt verticals. India’s insolvency legislation is a more recent phenomenon, yet one that could deliver substantial restructuring and turnaround opportunities, if executed properly. Our experts examine the market potential. 

    • What is the bigger opportunity – direct lending or corporate restructuring?
    • Has the NBFC segment overcome its IL&FS-related crisis of confidence?
    • What challenges remain around the insolvency and bankruptcy legislation?
    • How does the risk-return profile vary across different credit segments?

    Moderated by: Tarana Lalwani, Director, INNOVEN CAPITAL
    Anurag Das, CEO and Managing Director, INTERNATIONAL ASSET RECONSTRUCTION COMPANY
    Kanchan Jain, Managing Director, BARING PRIVATE EQUITY ASIA
    Arun Saigal, Managing Director, BARCLAYS

  • 10:15

    Fireside chat

    Interviewer: Tim Burroughs, Managing Editor, ASIAN VENTURE CAPITAL JOURNAL
    Interviewee: Raghav Bahl, Head of Investments for India, ALIBABA GROUP

  • 11:00

    Networking coffee break

  • 11:30

    ESG in India

    Institutional investors have made ESG a higher priority, which means PE firms must do the same. A broad policy on responsible investment is a start, but many LPs now want to see evidence of how protocols are being implemented and the impact they are making in terms of sustainability and economic returns. Leading private markets professionals discuss industry best practices.

    • What are the main challenges to implementing an ESG policy in India?
    • How do GPs assign responsibility for this area internally?
    • Is there enough of a focus on inclusion and diversity?
    • What do LPs look for during ESG due diligence on a manager?

    Moderated by: Deepak Bhawnani, CEO and Managing Director, ALEA CONSULTING
    Rahul Agarwal, Director, QUADRIA CAPITAL
    Santhosh Jayaram, Partner and Head – Climate Change & Sustainability Advisory, KPMG INDIA
    Rahil Rangwala, Director, India Programs, MICHAEL & SUSAN DELL FOUNDATION
    William Yea, Principal. COLLER CAPITAL

  • 12:15

    Global LPs on India: Predicting the future

    Twenty years after private equity first found a foothold in India, is it finally coming of age? Strategies are more proven, the teams that remain are more stable, and more time and resources are being devoted to value creation. On top of that, the macro story is robust. International LPs discuss what Indian managers must do to make the good times last.

    • How does the current vintage compare to the previous one? 
    • Can India deliver a sustainable stream of exits?
    • Country manager or pan-regional manager, or both?
    • Are Indian deals generating more co-investment?

    Moderated by: Dominic Goh, Principal, HARBOURVEST PARTNERS
    Neha Grover, Regional Lead - South Asia, IFC
    Eric Marchand, Principal, UNIGESTION
    Gene Pohren, Managing Director & Co-Founder, 57 STARS
    Vivienne Watganai, Vice President, HAMILTON LANE

  • 13:00

    Networking lunch and close of conference