Featured Panels
Value Investing in India Plenary Session: Finding value in India
Media Plenary Session: Setting the stage for an honest conversation
Private Equity and Venture Capital: Too much capital chasing too few deals?
Entrepreneurship: Ideas in action
Indian Companies Going Global: Success beyond boundaries
Healthcare Industry in India: Deconstructing Healthcare in India

Value Investing in India Plenary Session: Finding value in India
Speakers: Raamdeo Agarwal, Nilesh Shah, Nitin Bajaj, Amitabh Singhi
Panel Moderator: Prof. Greenwald
Panel Co-ordinators: Saurabh Malpani'11 , Anant Inani'12

In the midst of an inflationary environment with high volatility and stretched valuations in the Indian equity markets, how does one still find value? Does value investing work in a growth economy? How does India compare to other emerging markets in Asia such as China, Korea and Indonesia? Using best investment ideas from the panelist, the panel would discuss issues facing investors in India-choosing the right investment horizon and the right businesses, currency exposure and incorporating uncertainty and volatility in discount rates.

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Media Plenary Session: Setting the stage for an honest conversation
Speakers: S. Mitra Kalita, Stephanie Mehta, Tunku Varadarajan, Bobby Ghosh
Panel Moderator: Prof. Sreenavasan
Panel Co-ordinators: Aditya Ghuwalewala '11

A group of veteran US journalists discusses how the media views India’s growth as well as its challenges. What does the future hold for Incredible India? Has India’s image changed from the land of naked sadhus and snake charmers to the lively, genuine and stable parliamentary democracy? What are the opportunities and pitfalls for India? This plenary session is also a great opportunity to ask questions about how the press chooses what kind of stories to cover and other critical issues.

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Private Equity and Venture Capital: Is too much capital chasing too few deals?
Speakers: Sridar Iyengar, Sid Khanna, Rahul Raisurana, Mukul Gulati
Panel Moderator: Roger Leeds
Panel Co-ordinators:   Saurabh Malpani'11 , Surya Mohan'11

While significant macroeconomic trends may position the India as an attractive destination for private equity funds, substantial risks remain. This panel focuses on exploring the idea of what success in emerging markets looks like, both in the short and long term. Is a different skill set required to succeed in closing deals in India? More importantly, what goes into completing a successful exit? Are global firms with offices in local hubs in emerging markets doing as well (or better or worse) than local PE firms? This panel will bring together the foremost experts from to answer these questions, in addition to highlighting key success factors and likely future trends in PE in India.

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Entrepreneurship: Ideas in Action
Speakers: Mukul Somany, Sanjay Gupta, Amol Sarva
Panel Moderator: Bruce Kogut
Panel Co-ordinators: Aditya Ghuwalewala '11

We bring together various faces of entrepreneurship in India. In India, Entrepreneurship is all around us, whether it is expansion of a family business, within a large organization or a startup. How different are these forms? What are the similarities? What are the challenges in each and where are the biggest opportunities?

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Indian Companies Going Global: Success beyond boundaries
Speakers:  Rajiv Khanna, Ravilochan Pola, Jack Story, George Ugeux
Panel Moderator: Valerie Demont
Panel Co-ordinators: Tripty Arya'12 , Shobhit Datta'12

Join for a lively discussion with leaders who are succeeding beyond India’s borders and leading Indian companies’ expansion abroad. Indian companies now allocate millions of dollars for foreign expansion through mergers, acquisitions and joint ventures. How do they weigh the opportunities abroad? What are the associated challenges? We bring together people who will share their past and current experiences to encourage an exciting discussion of India’s success beyond its boundaries.

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Healthcare Industry in India: Deconstructing Healthcare in India?
Speakers:  Amit Patel, KG Ananthakrishnan, Dipali Talwar
Panel Moderator: Debjit Ghosh
Panel Co-ordinators: Tintisha Sagar'11 , Surya Mohan'12

The Indian healthcare sector is expected to become a US$ 280 billion industry by 2020 with spending on health estimated to grow 14 per cent annually. The drugs and pharmaceuticals sector has attracted foreign direct investment (FDI) worth US$ 1.82 billion between April 2000 and September 2010, while hospitals and diagnostic centers have received FDI worth US$ 955.10 million in the same period. Join us as we discuss whether Healthcare Industry will be the next big thing after Indian IT industry.

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  • Mr. Bhavdeep Singh
    Former CEO, Fortis Healthcare
  • Prof. Bruce Greenwald
    Author of Value Investing: Graham to Buffet & Beyond
  • Mr. Ramdeo Agrawal
    Managing Director, Motilal Oswal
  • Mr. Nilesh Shah
    Founder, Managing Director & CEO, Envision Capital
  • Nitin Bajaj
    Fund Manager- Fidelity India Value Fund and Fidelity India Special Situations Fund
  • Mr. Amitabh Singhi
    MD, Surefin Investments
  • Mr. Roger Leeds
    Chairman Emerging Markets Private Equity
  • Mr. Sridar Iyengar
    Operating partner in Bessemer’s Menlo Park, California
  • Mr. Sid Khanna
    Chairman & MD, India Equity Partners, ex-CEO Accenture India
  • Mr. Rahul Raisurana
    Managing Director, Standard Chartered Private Equity
  • Prof. Bruce Kogut
    Professor & Chair, Leadership and Ethics, Management Department, Columbia Business School
  • Mr. Mukul Somany
    Vice Chairman and Managing Director Hindustan National Glass
  • Mr. Sanjay Gupta
    President HealthMedia Digital Health Coaching
  • Mr. Debjit Ghosh
    Vice President, Analysis Group
  • Mr. Amit Patel
    Senior Vice President, Head - North America Generics
  • Ms. Valerie Demont
    Partner Corporate and Securities Practice Group of Pepper Hamilton LLP
  • Ms Kalpana Kochar
    Chief Economist-South Asia, World Bank
  • Mr. Rajiv Khanna
    Partner, K&L Gates LLP
  • Mr. Deven Sharma
    President S&P and Chairman CRISIL
  • Ms. Anjali Bansal
    Managing Partner of Spencer Stuarts Indian
  • Mr. Shami Khorana
    President HCL Technologies (N.A)
  • Mr. Jai R. Shroff
    Global CEO of Group and Non Executive Director, United Phosphorus

Friday, April 1st 2011
Alfred Lerner Hall,
Columbia University
2960 Broadway,
New York, NY 10027