India Investors Forum Mumbai | November 21, 2024 Request Agenda

AGENDA 

7:30 Registration & Welcome Coffee

8:25 Breakfast Workshop Hosted By:

8:40 Welcome to India Investors Forum 2024 Orlanda Poblete, Co-Head of APAC Production & Investor Relations, Markets Group

8:45 Keynote Opening Panel: Maneuvering the Macro

High inflation, high interest rates, growth in labor costs and high energy prices, coupled with potential developed market recessions, threaten investors with global portfolios. This session will convene the region’s largest institutional and private wealth investors to discuss: • How institutional investors compared to private wealth investors navigate their global portfolios through major economic change • The extent to and areas where inflation might stick, causing long-term portfolio recalibrations • Opportunities in distressed private assets and currency emerging from potential recession • The move to income-generating venture capital in wake of collapsing growth markets • The long-term opportunities from the energy transition

9:15 Panel: Private Markets Investments –Time to Shine

As investors search for additional sources of revenue and methods for portfolio diversification in the volatile and changing environment, private markets stand out as an area of opportunities. The panel brings together leading investors and allocators to share the role private equity, private debt, venture capital and more play in their portfolios and what they look for in managers to meet their objectives in these asset classes. Panelists will address risks and opportunities across capital structures, expected returns and the operational requirements for managing the unique complexities in private markets. • Our panellists will compare offshore and onshore ideas. • Our panellists will also explore trends and opportunities in the sectors like healthcare, tech and consumer looking into 2025

9:45 Morning Presentation

10:00 Morning Networking Break

10:30 Panel: Fixed Income: Challenges, Opportunities and What to Expect After a decade of yields and spreads at near historic lows, bond yields, driven by rising rates, are rebounding. Depending on the stickiness of inflation, though, real yield rates remain uncertain. This panel will answer the below questions: • How will real yield levels develop into 2030? • With potential in credit markets, the opportunity in the floating-rate sector, the global market focus on politics, policy and crisis management, what role does fixed income play? • What is a reasonable yield range to expect out of a balanced portfolio in the near future and long-term? • To what extent does fixed income fulfil investor appetite for ESG integration in their portfolios? • Does fixed income still offer protection against equity market crashes?

 11:00 Panel: Liquid vs. Illiquid Alternative Investments: Unraveling Opportunities and Challenges

In the ever-evolving landscape of alternative investments, one of the most crucial differentiating factors is the liquidity profile. Liquid investments offer flexibility on the open market, providing investors with more options and quick access to their funds. In contrast, illiquid alternative investments come with a lock-up period or limited exit options, potentially offering higher returns, but demanding a long-term commitment and increasing the opportunity cost. This panel brings together industry experts to: • Shed light on the benefits, risks, and considerations surrounding liquid and illiquid alternative investments, aiming to support investors make informed decisions in today's dynamic financial markets.

11:30 Panel:

Investors, Family Office, Wealth Management Trends, Governance and ESG In lieu of global standardization, asset owners should choose values which represent them and their stakeholders to pursue their ESG or responsible investing strategy. The UNs SDGs present an opportunity for allocators to do this. This session will: • Discuss the family office setup and governance practices • Look into the latest wealth management trends and what business practices to take notes on • Share an example of how natural capital fits the UN SDG framework and delivers benefits to nature, climate, and people.

12:00 Roundtable Discussions

Session One Organized in the spirit of small group learning and informal conversation, each roundtable is hosted by a veteran in a private wealth investment management professional to initiate a lively exchange about a topic or industry trend.

Table 1: Accessing Global Private Markets (Private Equity, Private Credit) Hosted By:

Table 2: How to Generate Uncorrelated Alpha with a Liquid Alternative Hosted By:

Table 3: How Platform Technology Supports Market-Leading Private Wealth Portfolios Hosted By:

Table 4: Diversify Your Income With Global Investments in Private and Corporate Credit Hosted By:

Table 5: Avoiding the Crowded Credit Trade – Where Inefficiency Creates Opportunity in the World’s Biggest Lending Market. Hosted By:

Table 6: ESG in Unlisted Infrastructure: Building for a Sustainable Future Hosted By:

12:35 Roundtable Discussions

Session Two Organized in the spirit of small group learning and informal conversation, each roundtable is hosted by a veteran in a private wealth investment management professional to initiate a lively exchange about a topic or industry trend.

Table 1: Understanding Risk in Private Credit Hosted By:

Table 2: “EQT Nexus" - Enabling Access to the World of EQT Hosted By:

Table 3: Long Short Investing: Preparing for Stormy Weather Hosted By:

Table 4: Enhance Portfolio Income with ETFs Hosted By:

Table 5: Investing in Natural Capital to Meet Financial and Sustainability Needs of Today's Portfolios Hosted By:

Table 6: Opportunities in Indian Real Estate Hosted By:

13:05 Networking Lunch Break Hosted By: Textron Aviation

14:05 Panel: The Equity Equation: Evaluating Impact on Portfolios Global investment markets are in an era of extreme volatility, leaving investors searching for new ways to achieve the same portfolio objectives. In an environment marked by rapid market swings that saw the devastation of growth stocks, this equities panel will reflect on what we have learned in challenging times and discuss how investors should position themselves moving forward.

14:35 Afternoon Presentation

14:50 Panel: Private Credit Amid Global Rate Hikes The growth in private credit over the last decade has been seismic. Lower-for-longer interest rates and a retreat in bank lending since the GFC meant that investors could fill the gap, quickly. Yet interest rates are rising, balance sheets are under strain and economic uncertainty abounds—creating slowdown in global debt markets. This session will assess: • The outlook on Southeast Asia private credit • Opportunities in private credit and the potential risk of defaults

15:20 Afternoon Networking Break

15:40 Panel: Real Assets: The Outlook on Infrastructure, Real Estate and Energy This panel examines the benefits and the drawbacks of real assets and real estate. With the effects of the current global conditions, deal volume is lower across international markets. How can investors extract returns from this asset class or how can they use real assets to reduce overall portfolio risk amidst the chaos? How are institutional investors compared to private wealth investors incorporating real estate, infrastructure, oil and gas, opportunity zones and commodities into portfolios?

16:10 Panel Discussion: Artificial Intelligence, Web 3 and Digital Assets 25 Digital assets, especially cryptocurrencies, have been volatile with this year’s dramatic crash. Opportunistic investors may not worry, but long-term allocators which viewed crypto as an increasingly mainstream investment have been deterred. Yet momentum is growing in digital assets connected with the metaverse, NFTs and other Web3 initiatives. This session will gather the world’s most progressive investors to discuss: • The extent to which asset owners should allocate to Web3 as a proportion of their portfolios • The outlook on artificial intelligence • Identify areas of resilience in digital asset classes • Scenario-set for growth in cryptocurrencies

16:40 Closing Keynote Panel: CIO Roundtable Portfolio Construction The event’s closing panel discussion will gather CIOs from regional private banks, family offices, and HNW wealth management firms to discuss the megatrends facing the industry: • The increasing pressure for wealth holders to invest in their communities and impact long-term, positive change • How advisors and wealth holders can manage the generational transition • How family offices and UHNW can build an investment function that is equipped to deal with long-term volatility • The extent to which the race to net zero will affect portfolios Panelists: Win Phromphaet, Executive Vice President, Head of High-Net-Worth Division, Bank of Ayudhya (Thailand)

17:00 Host’s Closing Remarks Paola Segura, Partner, Head of APAC & Middle East

17:05 Networking Refreshments 18:00Close of Conference