Advisory Board

Sarvjeev S. Sidhu

Global Head of Emerging Markets Debt AEGON Asset Management

Amit Gupta Chief Investment Officer & Managing Partner

AXG Capital Management

Murali Balaraman, CFA Portfolio Manager, Equity Funds

BlackRock Financial Management, Inc.

Apurva Mehta Director of Investment

Cook Children’s Healthcare System

Oliver Fratzscher Chief Executive Officer

EM Leaders LLC

Arun Sharma Chief Investment Officer

Global Financial Markets International Finance Corporation

Viswanath Khaitan Chief Executive Officer

Khaitan Advisory Inc.

Anuj Khanna Chief Executive Officer

Lagoon Capital

Kislaya Gautam Analyst

Linden Advisors

Sam DeRosa-Farag Senior Strategist

Marinus Capital Advisors LLC

Anil Bhandari Senior Vice President - Investments

Morgan Stanley Investment Management

Ajay Mehra, Ph.D. Head of Equities

Salient Partners, L.P

George Hoguet Managing Director, Portfolio Manager and Global

Investment Strategist State Street Global Advisors

Amit Kumar, CFA Vice President, US Equities Analyst

Threadneedle Asset Management

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 Chair: Arun Sharma Chief Investment Officer-Global Financial Markets International Finance Corporation Speakers: Parthasarathi Mukherjee

President - Large Corporates and International Business Axis Bank Ltd.

K.V. Brahmaji Rao Executive Director Punjab National Bank G.S Sundararajan Group Director Shriram Group

10:20-11:10 am Plenary Session: Where Does India Fit Within the Global Investment Landscape? Quantifying the Opportunities and Assessing the Risks Grand Ballroom

Where does India fit within the landscape of opportunities to be found in the various emerging markets when US institutions are allocating assets and constructing their portfolios? After several years of bad press, are global investors willing to recommit to this market as the government attempts to make the necessary reforms? And if so, where will they find the investment opportunities? This session will explore US investor perceptions of the changing potential to be found in India assets and the speakers will attempt to frame the discussion within a larger, more global, more comparative context, including such topics as how India rates vis à vis other emerging markets in several key respects such as transparency, growth prospects, valuations, and the convertibility of currency. Moderator: Diane Farrell

Acting President U.S. India Business Council Former Board of Directors Export Import Bank of the United States

Panelists: Sarvjeev S. Sidhu

Global Head of Emerging Markets Debt AEGON Asset Management Adi Divgi Head of Alternative Investments Catalina Holdings (Quanta US Holdings) Oliver Fratzscher

Chief Executive Officer EM Leaders

11:10-11:40 am Coffee Break Garden Foyer

11:40-12:20 pm Special Address: What India Needs from the World and What the World Can Expect from India Grand Ballroom MP Sinha is a well-known expert on India’s IT and telecom sectors and has authored to influential reports as well as advising the Indian government on entrepreneurship. He has also served on Advisory Committees for the Finance and Telecom Ministries as well as the Planning Commission. Given his extensive success as a global businessman, MP Sinha will offer his views on the future role of India and Indian companies in the global economy.

Presented by: Jayant Sinha BJP Lok Sabha Member of Parliament

Government of India Former Managing Director Omidyar Network India Advisors

12:20-12:25 Closing Remarks Grand Ballroom

Presented by: Ana Sharp President & Chief Executive Officer, Asia Institutional Investor

12:25-2:30 pm Networking Lunch Cotillion

2:30pm Forum Concludes

Pre-arranged 1-1 Meetings continue. Please visit the IIFL Meeting Desk for your latest schedule.