Advisory Board Sarvjeev S. Sidhu Amit Gupta Global Head of Emerging Markets Debt Chief Investment Officer & Managing Partner AEGON Asset Management AXG Capital Management Murali Balaraman, CFA Apurva Mehta Portfolio Manager, Equity Funds Director of Investment BlackRock Financial Management, Inc. Cook Children’s Healthcare System Oliver Fratzscher Arun Sharma Chief Executive Officer Chief Investment Officer EM Leaders LLC Global Financial Markets International Finance Corporation Viswanath Khaitan Anuj Khanna Chief Executive Officer Chief Executive Officer Khaitan Advisory Inc. Lagoon Capital Kislaya Gautam Sam DeRosa-Farag Analyst Senior Strategist Linden Advisors Marinus Capital Advisors LLC Anil Bhandari Ajay Mehra, Ph.D. Senior Vice President - Investments Head of Equities Morgan Stanley Investment Management Salient Partners, L.P George Hoguet Amit Kumar, CFA Managing Director, Portfolio Manager and Global Vice President, US Equities Analyst Investment Strategist Threadneedle Asset Management State Street Global Advisors Brij M. Jairath Managing Director - Wealth Management UBS Financial Services, Inc. Wednesday, 24 September 8:00-9:00 am Registration and Continental Breakfast Garden Foyer Forum sessions, unless otherwise indicated, will be moderated by: Moderator: Jeffry R. Haber Controller Commonwealth Fund 9:00-9:05 am Welcome Remarks Grand Ballroom Presented by: Diane E. Alfano Chairman Institutional Investor 9:05-9:15 am Co-Hosts Opening Remarks Grand Ballroom Presented by: Rajamani Venkataraman Managing Director IIFL Holdings Ltd 9:15-10:00 am Opening Keynote Plenary Session: An Inside and a Global Perspective on Prime Minister Modi’s Economic Growth Strategy: Community Neutral and Inclusive Grand Ballroom This interview will address many of the factors impacting India’s potential economic success, including such important issues as domestic and global security, investor confidence, employment, and the prospects for viable, sustainable economic growth. Mr. Sareshwala’s role during Prime Minister Modi’s election campaign was to create a bridge between Modi and the country’s Muslims and, as importantly, to articulate Modi’s vision of “Inclusive Economic Growth”. Mr. Sareshwala will provide an insider’s unique perspective on the newly elected prime minister and his administration’s capacity for delivering on campaign promises, implementing the promised reforms, and underpinning India’s economic growth. Moderator: Anil Bhandari Senior Vice President – Investments Morgan Stanley Investment Management Panelists: William J. Antholis Managing Director and Senior Governance Studies Brookings Institution Zafar Sareshwala Chief Executive Officer Parsoli Corp. 10:00-10:30 am Keynote Address: The Oil and Gas Industry in India: Past and Future Trends Grand Ballroom India was the fourth-largest consumer of crude oil and petroleum products in the world in 2013, after the United States, China, and Japan. The country depends heavily on imported crude oil, mostly from the Middle East. The aim of the new government is to source as much domestic production as it can and further bid rounds to attract new investments. There have been significant successes in the past in India by ONGC, GSPC, Reliance and Cairn Energy in finding domestic oil and gas from conventional resources. What else can be done to help fuel India’s demand for new sources of energy? Dr Mike Watts led the exploration efforts of the London listed Cairn Energy PLC for over more than 20 years in South Asia and will share his experiences during this address. Presented by: Dr. Mike Watts Deputy Chief Executive Cairn Energy PLC 10:30-10:50 am Coffee Break Garden Foyer 10:50-11:35 am Keynote Session: Seizing Opportunities in a New Era Grand Ballroom The election of a new government this past May represents a seminal turning point for India’s prospects as well as global investors’ perceptions of the country’s economic and financial future. Of course with high expectations comes the risk of disappointment, so which aspects of the many-faceted restructuring, rebuilding, and reform program can the new government accomplish? Which regulatory, policy, legal and structural changes will be prioritized? Session Chair: Anil Bhandari Senior Vice President - Investments Morgan Stanley Investment Management Speakers: Dr. Ajit Ranade President and Chief Economist Aditya Birla Group Ashishkumar Chauhan Chief Executive Officer BSE Ltd. (Bombay Stock Exchange) Teresa Barger Chief Executive Officer Cartica Capital Umang Vohra Executive Vice President & Head- North America Generics Dr. Reddy’s Laboratories Limited 11:35-11:55 am Panel Session: The Future of Health Care Grand Ballroom Since healthcare stands at the core of Indian infrastructural growth, what are the opportunities and challenges facing this sector? What is the future of healthcare in India? This session will explore the role of various healthcare players across key themes like innovation and Public Private People Partnership. NCDs, Talent fast forward: Upskill & Upscale. Presented by:: B.S. Ajaikumar Chairman & Chief Executive Officer HealthCare Global Enterprises 11:55-12:40 pm Plenary Session: Funding India’s Infrastructure Grand Ballroom India’s current 12th Five-Year Plan (2012 – 2017) puts infrastructure investment at $1 trillion. Under the newly–elected government, what are the prospects of realizing this goal? What are the likely sources of these investments? Panelists discuss the role for the international and domestic capital markets and other strategies in meeting the country’s needs for improved and expanded public infrastructure. Speakers: Arun Sharma Chief Investment Officer-Global Financial Markets International Finance Corporation Punit Pujara Portfolio Manager and Head of Global Emerging Markets Hudson Bay Capital Management, L.P. Suresh Nichani Vice Chairman RootCorp 12:40-2:10 pm Networking Lunch Cotillion 2:10- 3:00 pm Panel Session: Power, Coal and Renewable Energy Grand Ballroom What types of reforms can we expect to see in India’s energy policy and how will these policy, regulatory, and legal changes bolster energy infrastructure development? This session will explore a variety of energy-related issues, including the prospects for broader privatization efforts, initiatives to lessen the country’s current dependence on imported energy, and plans for a longer-term energy policy. Speakers: R.V. Kanoria Chairman & Managing Director Kanoria Chemicals & Industries Limited SN Agarwal Chairman Bhoruka Group 3:00-3:40 pm Panel Session: Heavy Manufacturing and Engineering Grand Ballroom This session will explore current and near-term opportunities in heavy manufacturing: industrial machinery, heavy engineering and the auto industry, to name a few. How does this play into larger opportunities for end users, such as those in the power, infrastructure, steel, cement, oil and gas industries? What comparative advantages and limitations does India have over other emerging economies which are also prioritizing these sectors? Presented by: R.D. Chandak Chief Executive Officer & Managing Director KEC International 3:40–4:10 pm Coffee Break Garden Foyer 4:10–5:00 pm Panel Session: Opportunities in the Consumer and Consumer-Related Sectors Grand Ballroom With India poised to become the most populous country in the world, one comprised of a burgeoning youth and middle class, this vast consumer presence is sure to dictate future demand for goods and services domestically and also influence how and where global investors perceive the opportunities within the country. Moderator: Amit Gupta Chief Investment Officer & Managing Partner AXG Capital Management Speakers: Rajiv Goel President - Sylvania Global Havells India Limited Sanjeev Bikhchandani Founder & Executive Vice Chairman Info Edge (India) Limited Vipul Mankad Global Investment Officer Small Enterprise Assistance Funds 5:00-6:00 pm Cocktail Reception 6:00pm Day One Concludes Thursday, 25 September 7:30-8:35 am Continental Breakfast Garden Foyer 8:35-8:40 am Welcome Remarks Grand Ballroom 8:40-9:30 am Keynote Session: The Growth of India’s Asset Management Sector Grand Ballroom Several of India’s largest asset management firms are emerging as global players, and a few are beginning to look toward Europe and North America with a keen eye on the huge pools of assets there. But what does the future of India’s internal asset management industry look like, and what role will foreign asset managers play in the development of this vital sector? Chair: Sundeep Sikka President & Chief Executive Officer Reliance Capital Asset Management Chairman Association of Mutual Funds in India (Amfi) Speakers: Naganath Sundaresan President & Chief Investment Officer DSP BlackRock Investment Managers Ltd. Harshendu Bindal President Franklin Templeton Asset Mgmt. (India) Pvt. Ltd. Nishith Desai Founder & Managing Partner Nishith Desai Associates Sunil Singhania Chief Investment Officer – Equity RCAM Reliance Capital Asset Management George Hoguet Managing Director, Senior Portfolio Manager and Global Investment Strategist State Street Global Advisors 9:30-10:20 am Panel Session: Banking Sector Roundtable Grand Ballroom Leaders of India’s largest banking and financial institutions discuss broad trends over the next five years and projections under the new administration. Should Indian banks continue with their globalization and expansion overseas? What are the challenges and opportunities? As e-banking grows to cater to a young and mobile consumer, are opportunities commensurate to risks? Session