India's Capital Markets | Mumbai | 9th-10th September 2008

India Capital Markets 2008

Programme

Day One

08:30 Registration and refreshments

09:00 Chairman's Welcome

Keith Mullin, Editor in Chief, IFR

09:05 Governor's Welcome

His Excellency, Mr S C Jamir, Governor of Maharashtra

REGULATION & CONTROLS

9.10 Keeping pace with financial regulation and lending restrictions

Analysing regulatory restrictions on foreign lending
Examining statutory liquidity reserves in the bank markets
Surveying the influence of global and national monetary policy trends on financial regulation

Dr. T.C. Nair, Whole Time Member, Securities and Exchange Board of India

FINANCIAL INSTITUTIONS

09.40 Role of Foreign Banks in development of Banking and Capital Markets in India

Gunit Chadha, Managing Director and CEO, Deutsche Bank India

10:10 Q&A with Dr. T.C. Nair and Gunit Chadha

10:30 Morning refreshments

CORPORATE OUTLOOK

11:00 Increasing globalisation of Indian corporateskets

How strong is the globalisation drive among Indian mid-cap corporates
Funding options for large ticket acquisition
Emerging Soutehr multinationals : Myth or reality
Drivers for FDI and ODI

T. C. Venkat Subramanian, Chairman & Managing Director, Export-Import Bank of India

VENTURE CAPITAL AND GROWTH CAPITAL

11:30 Monitoring private equity and venture capital activity for fast track companies

Challenges for home grown venture capital firms vis a vis foreign venture capital

Vineet Suchanti, , Managing Director, Keynote India

11:50 The challenges of investing in Indian SME businesses

Reviewing the success of Indian venture capital in the SME sector

Ajay Kapur, Chief Executive Officer, Sidbi Venture Capital

12:10 Growth capital – funding domestic companies

Funding mid cap (50m plus) growth companies - challenges and opportunities

Ron Shah, Managing Partner, Jina Ventures

12.30 Q&A with Vineet Suchanti, Ajay Kapur and Ron Shah

12:45 Lunch

EQUITIES

13:45 Charting stock market growth and new offerings in 2008/09

How have recent IPOs faired and what prospects for new offerings in the pipeline?
Will secondary offerings and equity fundraising be met with success in 2008/09
Are the strong stock market rises set to continue in over the coming year?
How are hedge funds influencing market activity?
What are the prospects for international equity issuance by Indian companies?

Chetan Savla, Executive Director, Head of Equity Product Group, Kotak Investment Banking, Kotak Mahindra Capital Company Limited

CURRENCY

14:15 Tracking the rupee and inflationary pressures to hedge currency risks

Charting the Rupee against international G8 currencies, fx high low positions and prospects for 2009
Surveying inflationary pressures, including fluctuations in local and global commodity prices and currency impacts
Strategies for mitigating against currency risks for foreign and domestic investors

Moses Harding, Executive Vice President & Group Head, Wholesale Banking IndusInd Bank Limited

14:45 Q&A with Chetan Savla and Moses Harding

14.55 Afternoon Refreshments

15:15 LOANS - Charting the rise of the offshore loans market and prospects for 2008/09

Reviewing US$40bn offshore borrowing 2007/08 and forecasting market growth
Probing the depth of market liquidity and capital inflows in the coming year
Discussing credit conditions for corporate borrowers going forward
Surveying syndication activity and sentiment amongst lead arrangers

Rajeev Ahuja, Managing Director, Head of Fixed Income Capital Markets, Citi

BONDS

15:45 How to stimulate domestic debt capital markets

Review of corporate issuance activity and near-term outlook
Removal of constraints and required catalysts
Secondary market liquidity

Anil Ladha, EVP Debt Capital Markets, ICICI Securities

16:15 Q&A with Anil Ladha and Rajeev Ahuja

16:25 Mumbai - developing a world class international financial centre – challenges and opportunities

Mumbai – achieving stand out among India’s 23 stock markets
Challenges in competing nationally and internationally for domestic listings
Discussing the challenges and prospects for growth as an internationalfinancial centre
How might Mumbai’s capital market infrastructure be strengthened?

Rajnikant Patel, Chief Executive Officer and Managing Director, Bombay Stock Exchange

16:55 Chairman's Summary

17:00 Close of Day One

Day Two

08:30 Registration and refreshments

09:00 Chairman's opening remarks

Keith Mullin, Editor-In-Chief, IFR

INFRASTRUCTURE

09:05 Leveraging the International Capital Markets for the Financing the of India’s infrastructure programme

Overview of the projects in India’s US$300bn infrastructure programme
Outlining some of the challenges faced by the domestic Capital Markets in financing infrastructure projects
Exploring continued opportunities for international project finance in the context of current credit conditions
Outlining the ongoing prospects for PPPs with foreign sponsors

Ashish Bajpai, Country Head , DEPFA BANK plc - Mumbai Representative Office

09:35 Delivering project financing across infrastructure sectors in India

Arnab Basu, Senior Vice President, Srei Venture Capital Ltd

SECURITISATION

10:05 Domestic and offshore asset opportunities for India’s securitisation markets

Charting the growth potential of India’s ABS markets
Developments in domestic asset pool trends, including MBS, CMBS and receivables
Touching on regulatory developments including securities contract regulation act

Mr RV Verma, Executive Director, National Housing Bank

10:35 Q&A with Ashish Bajpal, Arnab Basu and RV Verma

10:45 Morning refreshments

REAL ESTATE

11:15 Analysing how far credit conditions have impacted market growth and exploring funding solutions

Exploring future funding options for market growth
Reviewing structured financing in the sector
Forecasting private equity and capital inflow in real estate

Sameer Nayar, Managing Director, Head of Real Estate Finance, Asia Pacific, Credit Suisse

FUNDS

11:45 How strong is India’s funds industry and how might both institutional and retail investors and savers shape domestic growth?

Examining the size, scope and strategies of domestic Pension Funds, Mutual Funds, Unit Trusts, and Fixed Income Bonds
What influence might ordinary domestic investors and household savers have in the growth of domestic markets?
Where is the scope for growth with the fund industry itself?
Reviewing pension reforms and pensions as an asset class

Mr Vikramaaditya, CEO, HSBC Asset Management (India) Private Limited