Moody's
Moody’s & ICRA 3rd Annual India Credit Conference
 
Reforms, Sector Trends, Credit Risks & Opportunities
 
Mumbai
Thursday, 8 June 2017
9:00AM – 4:10PM
Grand Salon
Hotel Sofitel Mumbai BKC
Bandra Kurla Complex
Registration starts at 8:30AM
Lunch will be served at 12:20PM
 
This year’s annual credit conference will focus on the reforms undertaken by the government and their unfolding impact across sectors. Join us as senior Moody’s analysts and their ICRA counterparts, along with industry leaders, offer insights in a series of panel discussions on this topic.
 
Agenda
 
09:00 - 09:10      
Welcome & Keynote Address
Naresh Takkar, Managing Director and Group CEO, ICRA Ltd

09:10 - 10:10       
Sovereign & Macro Session

Will India’s Macroeconomic Stability & Reforms Reduce Its High Debt Burden?

Keynote Address
Sovereign Credit Strengths and Challenges in a Global Context and the Macroeconomic Outlook
William Foster, Vice President –Senior Credit Officer, Sovereign Risk Group, Moody’s Investors Service
Aditi Nayar, Principal Economist, ICRA Ltd
 
Panel Discussion
·  Improvement in medium-term macroeconomic stability, despite uncertainty for global trade and financial markets
·  Can demonetization, GST, Aadhar and Jan-Dhan Yojana enhance the medium-term fiscal space?
·  Reducing India’s debt burden: FRBM Committee recommendations and the future of fiscal consolidation
 
Moderator:
Timothy Osborne, Managing Director, Communications APAC, Moody’s Investors Service
 
Panelists:
William Foster, Vice President – Senior Credit Officer, Sovereign Risk Group, Moody’s Investors Service
Aditi Nayar, Principal Economist, ICRA Ltd
Sajjid Chinoy, Chief India Economist, JP Morgan
Samiran Chakrabarty, Chief Economist, India, Citibank

10:10 - 11:00     
Banking Session

Panel Discussion
The Legacy NPA Albatross — What Is the Way Out?
·  Twin challenges of asset quality deterioration, slowing loan growth
·    How effective are the regulatory and government measures in resolving NPL issues?
·    How can the capital conundrum to shore up bank buffers be addressed?

Moderator:
Tamal Bandyopadhyay, Adviser, Strategy, Bandhan Bank Ltd
and Consulting Editor, Mint

Panelists: 
Karthik Srinivasan, Group Head, Financial Sector Ratings, ICRA Ltd
Srikanth Vadlamani, Vice President – Senior Credit Officer, Moody’s Investors Service
Karnam Sekar, Deputy Managing Director, Chief Credit Officer, State Bank of India

*More panelists to be confirmed

11:00 - 11:20   
Coffee Break

11:20 - 12:20   
Corporate Finance Session

Keynote Address
India Inc Well Positioned to Weather Volatility
Subrata Ray, Senior Group VP, Corporate Sector Ratings, ICRA Ltd
Kaustubh Chaubal, Vice President – Senior Analyst, Moody’s Investors Service

Panel Discussion
·  Credit trends for Indian corporates
·    Enabling or disruptive: Assessing the impact of government reforms on sectors
 -  Goods and Services Tax
 -  Auction of natural resources
 -  Reform of domestic corporate bond market
 
Moderator:
Ira Dugal, Banking & Finance Editor, Bloomberg Quint
 
Panelists:
Subrata Ray, Senior Group Vice President, Corporate Sector Ratings, ICRA Ltd
Kaustubh Chaubal, Vice President – Senior Analyst, Corporate Finance Group, Moody’s Investors Service
Amit Bhosale, SVP and Head, Risk Management, ICICI Prudential Asset Management Company Limited
Sanjay Jain, Group CFO, Future Group
 
*More panelists to be confirmed

12:20 - 13:05   
Lunch
13:05 - 14:05   
Infrastructure Finance Session

Infrastructure Sector Well Positioned for Growth, But Process Slow

Keynote Address
Key Credit Trends in Infrastructure
Terry Fanous, Managing Director, Public, Project Infrastructure Finance Group, Moody’s Investors Service

Introduction to ICRA’s New Credit Rating System for the Infrastructure Sector
Anjan Ghosh, Head of Corporate Ratings and Chief Credit Officer, ICRA Ltd

Panel Discussion
·    Developments in infrastructure and financing alternatives
·    Government initiatives to stimulate private investment in infrastructure
·    Credit hot spots for key Indian Infrastructure sectors: Conventional and renewable power, airports and highways
·    What are the credit implications of government steps to reform the power sector?
 
Moderator:
Terry Fanous, Managing Director, Public, Project Infrastructure Finance Group, Moody’s Investors Service
 
Panelists:
Anjan Ghosh, Head of Corporate Ratings and Chief Credit Officer, ICRA Ltd
Abhishek Tyagi, Vice President – Senior Analyst, Public, Project Infrastructure Finance Group, Moody’s Investors Service
Shiva Rajaraman, Chief Executive L&T Infra Debt Fund Ltd
 
*More panelists to be confirmed

14:05 - 15:05   
Structured Finance Session
 
Structured Finance Can Make a Real Difference for the Indian Economy; the Question Is When?
 
Panel Discussion
·  State of play in India’s peers and other key markets
·  How are reforms helping shape the securitization market?
·  Securitization as a key alternative source of funding for India’s drive for financial inclusion
 
Moderator:
Loh Yian Ning, Senior Vice President, Structured Finance Group, Moody’s Investors Service

Panelists:
Vibhor Mittal, SFG Head, ICRA Ltd
VS Rangan, Executive Director, HDFC Ltd
Jayesh Modi, Head, Inclusive Banking, HSBC
Vineet Sukumar, Senior Partner at IFMR Capital
Maneesh Dangi, Co-Chief Investment Officer and Portfolio Manager, Birla Sun Life Asset Management Company Limited

15:05 - 15:10 
Closing Remarks
15:10 - 16:10 
Networking and Refreshments

Registration is required
. There is no attendance fee.
 
 
CONTACT US
For enquiries, email us or call +65-6398-8300 in Singapore or Ana Viegas at +91-22-40046111 in Mumbai.