INDIAN FAMILIES INBUSINESS CONFERENCE

Organised by: In a liation with:

AN EXCLUSIVE NETWORK OF WORLD’S LEADING FAMILIES

Taj Lands End • Mumbai, India

EXCLUSIVE ROUND-TABLE DISCUSSIONMCA Club • Mumbai, India

An annual forum dedicated to significant Family Business Owners, their Family Offices and Next Gen Family members

“Achieving Longevity for Your Business”

Membership | Events | Research | Education | IPI

Main Partner:FRR Immigration & CanAm Enterprises

Professional Partners:DSP Investment Managers Pvt Ltd

AZB & PartnersSBI Funds MANAGEMENT PVT LTD

Supporting Partner:Instut auf dem Rosenberg

Retaining market leadership in a liberal economy

Unleashing Strategies for Technology adoption

GenNext style of running legacy family business

Role of psychological well-being for business continuity

�e ‘sweet’ taste of success – A case-study of humble beginnings to a market leader, the story of Mapro Foods, one of the oldest food companies of India

Campden Family Connect (CFC) is the pre-eminent global membership network of world’s leading and UHNW legacy family businesses, family o�ces and wealthy individuals. An alliance between RAAY – the Amit Patni Family o�ce-, Arihant Patni and Campden Wealth, UK, this is a �rst of its kind venture in

the family business and family o�ce space.

We are committed to creating value for each family that we serve, value that grows wealth, strengthens legacy, and unites multiple generations by speaking to shared interests and passions.

Dilip Piramal • Chairman, VIP Industries

Perizaad Zorabian • Director, Zorabian Group of Companies

Rajvi Mariwala • Director, Mariwala Health Initiative

Shashi Kiran Shetty • Founder & Chairman, Allcargo Logistic

Vinati Saraf Mutreja • Managing Director & CEO, Vinati Organics Ltd.

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is business conference is open exclusively to:

• Family principals and family members

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• Ultra-High-Net-Worth private investors

Family o ce executives of Single and private Multi Family O ces (una liated with any bank ornancial services rm or corporation)

No press admitted. is conference provides attendees with an exclusive, discreet and relaxed environment in which to share their experiences and expertise with like-minded peers.

KEY HIGHLIGHTS:

Speaker faculty comprising over 20 speakers, to include :

“Achieving Longevity for Your Business”

HEAR from the best – ultra high-net-worth families and their CIOs who will share what they know and how they’ve dealt with the challenges that come their way.

ENGAGE in interactive group sessions that will help map out the future goals and direction of

LEARN the latest strategies and successes for gaining strength in a volatile market.

CONNECT network of peers.

4

REGISTRATION AND REFRESHMENTS

INTRODUCTORY MESSAGE & CHAIRMAN’S SPEECH

RUNNING YOUR BUSINESS IN A LIBERALIZED ECONOMY

NETWORKING AND REFRESHMENTS

08.30 – 09.15

09.15 – 10.00

10.00 – 10.45

11.30 – 12.00

CONFERENCE PROGRAMMEDAY ONE

“Achieving Longevity for Your Business”

Ritesh Ramakrishnan • Joint Managing Director, Transworld Group of Companies

Salil Musale • Executive Director, Astarc GroupDilip Piramal • Chairman, VIP Industries

Shashi Kiran Shetty • Founder & Chairman, Allcargo LogisticVinati Saraf Mutreja • Managing Director & CEO, Vinati Organics Ltd.

With the ease of doing business, a plethora of �nancing options and advent of technology, many new businesses have formed and �ourished, giving age-old legacy family businesses a run for their money. �is panel will analyze what family businesses are doing to retain/grow their market leadership in such an eco-system.

As a 3rd gen member of the promoter family, Ritesh has been instrumental in leading the strategy, planning, implementation and business development activities of the Transworld Group since 2010. Experienced in all aspects of business formation, operation and management, Ritesh will take you through Transworld’s journey of holding its mast in trying economic and global political conditions.

INNOVATION AND DISRUPTIVE TECHNOLOGIES: AN OPPORTUNITY FOR GROWTH10.45 – 11.30

Jitendra Singh • Chief Information O�cer, JK Cement

Moderator: Dr. Avadhut Parab • Associate Vice President - IT, Global, Wockhardt Ltd.

Vivek Zakarde • Head- Business Intelligence & Data Warehouse, Reliance General InsuranceVikas Gupta • Chief Information O�cer, H-Energy Group of CompaniesSatyanarayana Kasturi • Group IT Head, Ashok Piramal Group

In a tech-driven/ digital era, a company’s growth & lifespan depends on how it innovates and/or leverages technology to stay relevant, agile and ahead of the curve. �is session aims to demonstrate how some of the core/ traditional businesses are revolutionizing and adapting new-age technologies such as AI, IoT, and data analytics to become competitive.

SESSION BY FRR IMMIGRATION & CanAm ENTERPRISES12.00 – 12.45

To be a successful investor one doesn’t need a very high IQ. All one needs is a sound investment framework for making decisions and the ability to keep emotions in check to stick with the framework.

Kalpen Parekh • President, DSP Investment Managers Pvt. Ltd.

Manuel Bernardo • Head of Relationship Management, Admission & Communication,Instut auf dem Rosenberg

INVESTMENT FRAMEWORKS TO MANAGE WEALTH ACROSS MARKET CYCLES12.45 – 13.15

NETWORKING LUNCH13.15 – 14.30

NURTURING CREATIVITY IN TODAY’S EDUCATION14.30 – 14.45

14.45 – 15.15 EMERGING TRENDS IN INVESTMENT MANGEMENT

Moderator: Perizaad Zorabian • Director, Zorabian Group of CompaniesMihika Sampat • Managing Director, ElastochemieSahil Kejriwal• Managing Director, GSE RenewablesVinita Surana • Executive Director, Surana Group

NETWORKING AND REFRESHMENTS

�is session will analyse how the NextGens are running the show with the legacy business. Did they sell it off, diversified into a whole new sector or continued running the show with minor adaptations to the business structure.

16.00 – 16.30

This session will analyse what lies ahead for investment management in the backdrop of powerful forces like changing regulation, technological disruptions, shrinkage of alpha and unconventional monetary policy

Navneet Munot • Chief Investment Officer, SBI Funds Management Pvt Ltd

15.15 – 16.00 AGENTS OF CHANGE - RUNNING BUSINESS THE NEXTGEN WAY

REGISTRATION AND BREAKFAST

ROUND-TABLE DISCUSSIONS

NETWORKING LUNCH

08.30 – 09.30

09.30 – 12.30

12.30 – 14.00

1. Managing professional con�ictsWhile managing personal and family con�icts are key to retaining the family business and legacy, di�erences of opinion with the professional management should also be addressed appropriately to ensure the smooth running of business. How can Families align or merge the visions and valueswith their C level talent?

2. Dealing with uncertaintiesA succession plan should be documented — including a time frame for developing the futureleader and an emergency plan in case disaster strikes before the successor is ready. It’s important for the plan to be communicated in advance to the family and other key stakeholders.

3. Grooming NextGen to retain family legacyIrrespective of an operating business, it is key that Families groom NextGen and instill values and culture in order to sustain the family legacy.

DAY TWO

ROUND-TABLE DISCUSSION

Boundary Hall, Level 1, MCA Club, BKC Mumbai

CASE-STUDY: THE ‘SWEET’ TASTE OF SUCCESS17.30 – 17.45

Mayur Vora • Managing Director, Mapro Foods

Mapro Foods, founded in 1959 by Kishore Vora, is one of the oldest food companies in India, and specializes in fruit jams, squashes and syrups though it also manufactures chocolates made from cocoa butter. What began in a tiny room equipped with kerosene stove and a pot, is now a market leader in fruit- based confectionaries. �is session will delve into the growth and transformation of Mapro, since the last 50 years, across 3 generations.

17.00 – 17.30

COCKTAIL RECEPTION18.00 – 20.00

CONFERENCE PROGRAMMEDAY ONE

“Achieving Longevity for Your Business”

�ere has been a growing focus on mental health and work - but this has been restricted to start-ups, andmental health at the workplace. We have conversations about employee well-being, but not about the health of the leader of the enterprise. It’s important to have resources on this, not just for the individual, but also because challenges to their wellbeing are likely to be felt throughout the business, including by employees. �is session will explore stressors for family run business leaders as well as generational di�erences inmental wellbeing from a preventive, promotive and curative approach.

Rajvi Mariwala • Director, Mariwala Health Initiative

INVESTING IN MENTAL WELL BEING - LEADING FROM THE FRONT"

16.30 – 17.00 SESSION BY AZB & PARTNERS

In a liation with:Organised by:

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WWW.CAMPDENCONFERENCES.COM

Tel: +91 022 66940176

EMAIL: INFO@CAMPDENFAMILYCONNECT.COM

Professional Partners:

Main Partner:

Supporting Partner:

Membership | Events | Research | Education | IPI

FEEDBACK FROM PREVIOUS CONFERENCES

we intend to make it the destination of our annual trip/family meeting for the years to come.”

CEO, Family Business, India

“Excellent organisation, great atmosphere and impressive speakers.”Chairman, Family Business, India

“I enjoyed enormously spending two days surrounded by like-minded family business owners.”

Owner, Family Business, UK

Beyond the quality of the core presentations the co-chairs and participating families presented themselves warmly and with authenticity and integrity.”

Family Member, Family Business, USA

“Excellent conference and very inspirational.”Next Gen Family Member, Family Business, India

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