VCCircle Family Office and Investment Management Summit 2014
Decoding role of Family offices beyond Investments
India’s rising number of successful entrepreneurs and ultra HNIs beckons the need for setting up of family offices, consolidating personal and family wealth, managing succession and simultaneously developing and growing their operating businesses. It's important for successful business families and HNIs to distinguish running their operating businesses from managing their personal and family wealth.
The debut edition of a conference on VCCircle Family Office and Investment Management Summit 2014 will focus on the key issues faced by such families and what are the latest trends in managing the family wealth.
Special focus at the conference:
• Emergence of family offices in India & latest trends in the space
• In-depth look at select investment strategies for family offices
• Investment opportunities for Indian family offices amid the present economic headwinds
• Role of family office in preparing Next Generations
• Private Equity & Venture Capital as an asset class for family offices
• Real estate as an investment class
• CSR & Philanthropy: True Wealth of Family Businesses
This unique conference will bring together successful family office managers, families, asset managers and experts to discuss the various types of family offices, investments, structuring and avenues for investments including issues like tax and regulation, legal matters.
8:30am - 9:30am
Tea & Registration
9:30am - 9:40am
9:40am - 10:25am
Panel I: Emergence of family offices in India & latest trends in the space
With the number of millionaires increasing, India’s super rich are in continuous spree of setting up family offices with the idea of investing in high risk – high return model. However business owners can’t get away with running and operating their existing giant businesses. How do successful business families and HNIs distinguish handling their businesses from managing their personal and family wealth? What is the scope for a family office in India? Do family offices face the brunt of ongoing business slowdown? What are the overlapping elements in the family office of a promoter and a Private Equity division within a promoter-held organization? How to leverage the brand equity gained by families over decades for venturing in to new industry verticals?
Amitabh Chakraborty - MD & CIO, Kitara Capital
Parag Shah - Managing Partner, Mahindra Partners
Radhika Rajan - Executive Vice President, DSP Investment
Sankaran Naren - CIO, ICICI Prudential Mutual Fund.
Soumya Rajan - Co-Founder, MD & CEO, Waterfield Advisors Pvt Ltd (Moderator)
10:25am - 10:55am
Keynote Address: Lessons learnt by Family Offices in India
Gaurav Dalmia - Chairman of Landmark Holdings and Director of the Dalmia Group
10:55am - 11:25am
Tea & Networking Break
11:25am - 12:10pm
Panel II: Role of family office in preparing Next Generations
Managing aspirations & Succession planning
Approaching to internationalization and setting up of highest level of quality standards across the breadth of services including investments, philanthropy, legacy planning and family corporate governance is a need of an hour for ultra-high families. Will the next generation be equally equipped in managing untapped family wealth, risk appetite, decision making power, handling family conflict management? How does newer generation prove it to former generation? How will families manage aspirations of next generations? How do families handle 3 core issues – Management, Succession & Conflicts?
Amit Patni - Chairman, RAAY Global Investments Pvt Ltd
Vivek Mehra - ED & Head, M&A Tax, PwC
Narayan Seshadri - Chairman & CEO, Tranzmute Capital & Management
Sameer Mehta - Director, Atlas Venturez (Moderator)
12:10pm - 12:30pm
Keynote Address: Investment opportunities for Indian family offices amid the present economic headwinds
Saurabh Mukherjea - CEO, Institutional Equities business, Ambit Group
12:30pm - 1:30 pm
Lunch & Networking Break
1:30pm - 2:15pm
Panel III: Structuring Portfolios for Family Offices
In-depth look at select investment strategies for family offices
Insights on structuring portfolios for family offices; blending short term and long term strategies; optimal mix of traditional asset classes & alternatives; passive vs active strategies; tactical vs strategic. How do you create a solid mix of other alternative strategies for your portfolio in tune with your needs? Which strategies preserve and ensure growth of family wealth? What should families be looking for when selecting managers?
Dinesh Vaswani - Founder & MD, Acuitas Capital Advisors Private Limited
Navneet Munot - CIO, SBI Funds Management Private Limited
Rajesh Ramaiah - Director & CFO, Premji Invest
Nandita Prabhu - Director- Capital Markets, IFMR Capital
Nilesh Shah - MD & CEO, Axis Capital
Benaifer Malandkar - CIO, RAAY Global Investments (Moderator)
2:15pm - 2:35pm
Special Address by:
Shachindra Nath - Group CEO, Religare Enterprises Limited
2:35pm - 3:20pm
Panel IV: Private Equity & Venture Capital as an asset class for family offices
With plenty of money, time and natural capacity to invest in high risk-return generating asset class, how do family offices look at a private equity/venture capital as an asset class? How different are the needs of this class of "Entrepreneur turned investor"? How does an owner oversee array of responsibilities - investments, legal, accounting and more? Given the risk profile, what class of product offering will suit the investors who are sitting on rich dry powder?
K.Ganesh - Serial Entrepreneur, Chairman, Portea Medical, ( Founder and ex CEO- TutorVista)
Sasha Mirchandani - Founder & Managing Director, Kae Capital
Amit Banka - Founder & CEO, BeeGram Business Doctors Pvt
Prakash Nene - MD & CFO, Multiples Equity
Gopal Srinivasan - Chairman & MD, TVS Capital Funds Limited (Moderator)
3:20pm - 3:50pm
Tea & Networking Break
3:50pm - 4:10pm
Insights on: Taxation & Estate Planning
Alok Saraf - ED & Leader (West), Private & Entrepreneurial Business, PwC
4:10pm - 4:50pm
Panel V: Real Estate as an investment class
Real estate products are most favored destination for family offices investment, so are family offices investing for cash flow or appreciation? What leverage and ownership structure do family offices prefer? What property types and geographical areas are in favor?
Gaurav Gupta - Director, Omkar Realtors & Developers Pvt. Ltd.
Shirish Godbole - MD & India Head, Morgan Stanley Real Estate Investing (MSREI) India
Shreya Rao - Head - Private Client Practice & Senior Member, International Tax Practice, Nishith Desai Associates
Sunil Rohokale - CEO & MD, ASK Group (Moderator)
4:50pm - 5:30pm
Panel VI: CSR & Philanthropy: True Wealth of Family Businesses
‘Effective change in the system through giving’ is among the new emerging trend adopted by business families who are gradually shifting their focus from just achieving financial growth to contributing a part of their income for social cause. As businesses prosper and professionalize, by what extend is the support coming from the families to institutionalize family foundations/trusts? How is the quality of work measured while undertaking corporate philanthropy? Is this infant activity soon becoming a mainstream professional activity? What are the reactions coming from business families on CSR initiatives?
Deval Sanghavi - Partner & Co-Founder, Dasra
Emily Harrison - Founder & ED, Innovaid Advisory Services Pvt Ltd
Daljit Mirchandani - Founder, Gyan Prakash Foundation
Srikrishna Ramamoorthy - Partner, Unitus Seed Fund
Dimple Sanghi - Director, Investments, Omidyar Network India Advisors (Moderator)
Continue the discussion & networking of the day with more social time with next generation entrepreneurs/promoters, top investors and dealmakers.
ITC Grand Central
Waterfield Advisors is a multi family office advisory services provider with the core objective of preserving and enhancing our client’s wealth, guiding them in making the right investment decisions and assisting in executing transactions that help the family’s operating businesses grow.
In our endeavor to help clients with their investment decisions, our investment advisory team maintains complete independence from product manufacturers making the entire financial services space our landscape. We are solely client focused and derive pride from our commitment to keep our client’s best interest at the forefront of our advisory practice. We firmly believe that it is our “client first” approach to investment advisory services that sets us apart.
As a part of our investment advisory services, we consolidate the reporting of all family assets and monitor the investment performance with a comprehensive set of monthly reports. Clients can v
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