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.

Media Plenary Session: Setting the stage for an honest conversation

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.

  • 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
    HealthMedia Digital Health Coaching
  • Mr. Debjit Ghosh
    Managing Director, Huron Consulting
  • 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