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| 18:15 |
Registration |
| 18:30 |
Cocktails |
| 19:30 |
Networking Dinner |
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| 8:30 |
Registration |
| 9:00 |
Welcome Remarks |
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| 9:10 |
Chairman’s Address |
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Horst Güdel
Managing Director RWB RenditeWertBeteiligungen AG |
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| 9:30 |
Keynote Address |
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Cheng Chong
President
China Software Industry Association |
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| 10:00 |
India and Chinese private equity markets: Roadmap for the next 10 to 15 years
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What role can the private equity market play to support the high growth trajectory of these two countries? |
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How big is this market going to be and how will it look like in terms of deal sizes, number of players and transaction sizes? |
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What will be the growth drivers for the market and possible shortfalls? |
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What kind of returns can the investors expect from the market? |
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How are macro cycles influencing investments and returns? |
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PANELISTS: |
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Aluri Srinivasa Rao
Director Investments
ICICI Ventures |
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Joseph W. Ferrigno III
Managing Partner
Asia Mezzanine Capital Group |
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Rahul Bhasin
Managing Partner
Baring Private Equity/Partners (India) Limited |
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Gordon Shaw
Managing Director
Baring Private Equity Asia |
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| MODERATOR: |
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Varun Sood
Co-Founder and Managing Partner
Capvent AG |
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| 11:00 |
Tea Break |
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| 11.15 |
Harnessing global ambitions: How can Chinese and Indian GPs support companies in cross-border acquisitions?
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How do private equity firms help companies devise a global strategy? |
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Identifying and approaching acquisition targets. |
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Challenges in the acquisition process (helping portfolio companies to avoid the “hubris”, to tackle post-investment cultural issues, etc.) |
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Would linking with European/US PE firms smoothen the acquisition process? |
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PANELISTS: |
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Muneesh Chawla
Managing Director
Blue River Capital |
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Archana Hingorani
Executive Director
IIML |
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Sanjay Sehgal
Founder and Managing Partner
East West Capital Partners |
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Eric Y. S. Xin
Managing Director
CITIC Capital Partners Management Limited |
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| MODERATOR: |
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Tom Clausen
Co-Founder and Managing Partner
Capvent AG |
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| 12:30 |
Networking Lunch |
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| 14:00 |
The outward expansion of India and Chinese companies: What does it mean for US/European GPs?
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How do GPs in Europe and US mitigate the “India/China risk”? |
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How can private equity firms help deal the challenges and risks of outward expansion of Chinese and Indian companies? |
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Will a local PE partner provide value add to US/European GPs looking to move portfolio companies to India/China? |
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How can GPs in Europe and US capitalize on the current expansion drive of Indian and Chinese companies? |
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PANELISTS: |
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Pual J. Carbone
Director/Managing Partner
Baird Capital Partners, Baird Venture Partners, Ba rd Private Equity |
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Mark Barnhill
Principal
Platinum Equity Partners |
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Yigal Livne
Managing Partner
CIVC Fund |
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Brent Gledhill
Principal
William Blair & Company |
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| MODERATOR: |
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Varun Sood
Co-Founder and Managing Partner
Capvent AG |
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| 15:00 |
China-India: A natural divide or common synergies
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How can Chinese andIndian companies leverage the complementary advantages of the two countries? |
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Which sectors have the most potential for collaboration? |
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Joint ventures or acquisitions? |
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How to bridge the cultural divide? |
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PANELISTS: |
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Charles E. Johnson
Founder
TANO Capital |
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Niklas Ponnert
Managing Director
Origo Sino-India Plc |
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Vivek Gupta
Representative
Raymond India |
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Charles Yen
Vice President
Isoftstone Information Service Corporation |
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| MODERATOR: |
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Rohan Ajila
Managing Partner
Banyan Associates |
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| 16:00 |
Tea Break |
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| 16:15 |
Indian Company setting up a base in China
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How did the cost-benefit analysis work out in favor of China vis-à-vis India? |
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How the company connected to the local market – regulators, city government officials, suppliers, clients, intermediaries, etc. |
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Areas where the company had to tread carefully - real estate valuations, labor policies, choosing the right suppliers, hiring talent? |
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How were the Chinese operations integrated into the overall group operations? |
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Sameer Shetty
Managing Director
Boving Fouress Limited (BFL) |
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| 16:45 |
Concluding Remarks |
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| 17:00 |
End of Day One |
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| 18:00 |
Cocktail Party |
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| 19:30 |
Gala Dinner |
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The Networking Event of the Year
The Capvent China-India Private Equity Summit 2007 is hosting the who's who of private equity in China and India.
We invite you to join us for the Chinese Gala Dinner Party. There is no better way to network than over a sumptuous traditional Chinese dinner. |
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| 8:00 |
Registration |
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| 8:50 |
Opening Remarks |
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Tom Clausen
Co-Founder and Managing Partner
Capvent AG |
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| 9:00 |
Keynote Address |
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| 9:30 |
Venture Capital: Is the smart money going to India and China?
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Is lack of deals in the US venture capital market accounting for the rush to the China and India? |
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Do you need a different template to evaluate deals versus the Silicon Valley? |
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What are the biggest challenges facing venture capital firms today? |
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Is there space for collaboration between the China and India (web 2.0 models, IC design houses, etc.)? |
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Roger Li
Founder & Managing Partner
Infotech Pacific Ventures |
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Sandeep Singhal
Partner
Nexus Capital |
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Doris Yee
General Partner
iGlobe Partners |
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| MODERATOR: |
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Joe Sovran
Partner
Capvent AG |
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| 10:30 |
Tea Break |
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| 10:45 |
Are Chinese and Indian companies culturally ready for Private Equity ownership?
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Are entrepreneurs and family owners more open to ceding control now? |
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Investment models in the current investment environment– Growth or Buyout? |
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What are the red flags that GPs need to look out for? |
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Is the corporate governance satisfactory? |
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PANELISTS: |
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David Mahon
Managing Director and Chief Representative
Mahon China |
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Vikram Nirula
Partner
India Value Fund Advisors |
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Sandeep Reddy
Partner
Peepul Capital LLC |
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Ranjit Shah
Partner
GAJA Capital |
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| MODERATOR: |
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Anson Wang
Co-founder and Managing Partner
CMIA |
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| 11:45 |
Portfolio Synergy Initiative |
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| 12:45 |
Networking Lunch |
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| 14:15 |
Pan-Asian funds and domestic funds: How can they work together?
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Can the “Pan-European” model be replicated in Asia? |
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Does the deal flow justify large funds? |
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Is the mid-market domination of domestic funds likely to continue? |
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Are foreign funds overpaying? |
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PANELISTS: |
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Hetal Gandhi
Partner
TANO Capital |
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Gabriel Li
Managing Director
Orchid Asia |
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Greg Ye
Partner
New Margin Ventures |
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| MODERATOR: |
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Joe Sovran
Partner
Capvent AG |
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| 15:15 |
Tea Break |
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| 15:30 |
Evaluating Funds from a LP perspective
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What are the main factors that an investor looks at while evaluating funds in these two markets? |
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What are the big pension funds and endowments waiting for? |
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Is there a case for preferring for Pan-Asian funds/ foreign firms over domestic funds? |
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Are Asian funds returning to the market too soon? |
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What kind of changes do LPs want to see in existing funds? |
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PANELISTS: |
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Alice M. Chow
Managing Director
Squadron Capital Advisors Limited (Hong Kong) |
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Varun Sood
Co-founder and Managing Partner Capvent AG |
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Horst Güdel
Managing Director
RWB RenditeWertBeteiligungen AG |
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| MODERATOR: |
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Sanjay Sehgal
Founder and Managing Partner
East West Capital Partners |
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|
| 16:45 |
Closing Remarks |
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| 17:00 |
End of Conference |