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09:00-10:30
Shah Jehan
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Navigating a period of high volatility
While economic dynamics have slowed down in most of the countries of the new constellation of growth, the combined impact of the fallout from the Federal Reserve tapering and of political and financial instability in some emerging countries have generated high volatility and market skepticism towards some of the most significant new growth countries. Investors are becoming more aware that emerging markets are not all the same. This greater discrimination may prove quite positive in the medium and long term. However, a number of looming risks could impact adversely on all emerging
markets as well as on the most developed ones by ripple effect.
Aharon Fogel, Chairman, IDB Development Corporation, Israel
NK Singh, Member of Parliament, Former Secretary to the Prime Minister for economic issues, India
Robert J. Shapiro, Chairman and Chief Executive Officer, Sonecon LLC, USA
Jonathan Spector, Chief Executive Officer, The Conference Board, USA
Moderated by
Claude Smadja, President, Smadja & Smadja Strategic Advisory, Switzerland
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10:30-11:00
Durbar
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Networking break
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11:00-12:30
Mumtaz Mahal
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Addressing the policy challenges and creating the business opportunities to narrow the infrastructure gap
Demand for infrastructure in emerging markets – new growth countries – is estimated to equal one trillion dollars per year until 2030. This is driven by urbanization, growing transportation needs, waste and water management requirements, public safety and much needed increased supply of energy. New paradigms are emerging in the provision of infrastructure, including most importantly innovative public private partnerships in the design, development and management of infrastructure. Private equity financing of infrastructure projects is growing and is of critical importance in trying to close the
infrastructure gap, particularly in a time of increased government austerity around the globe.
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What policy challenges exist in developing and managing these new PPPs? How to ensure the quality of infrastructure development?
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What business opportunities are emerging and how can they best be leveraged?
Canan Celebioglu, Vice Chair, Celebi Holding, Turkey
Gajendra Haldea, Advisor to the Deputy Chairman, Planning Commission, India
Tatsuhiko Takesada, Executive Officer Asia & Pacific, Japan Bank for International Cooperation (JBIC), Singapore
Songming Xu, Vice Managing Director, SEZ Construction & Development Group Ltd., People’s Republic of China
Moderated by
RC Bhargava, Chairman, Maruti Suzuki India Ltd, India
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11:00-12:30
Jehangir
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Education: Combining the government and the private sector roles to meet a national priority
In most countries, whatever progress is made and whatever the amount of money invested, public education systems are not able to keep up with rising demand and expectations. Private schools and universities are stepping in to fill this gap, providing good education, contributing to creating the much-needed skills and leveraging attractive business opportunities.
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How can the private and public sectors complement each other to build an optimal educational system?
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How to ensure that private sector education is not only good business but also good value?
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How to ensure that the public systems don’t get left behind as rising middle class parents rush to put their children in private schools as soon as they can afford to do it?
Ashish Bhatt, Managing Director, Xyntéo, United Kingdom
Mauro de Salles Aguiar, President, Colégio Bandeirantes, Brazil
Joseph Klafter, President, Tel Aviv University, Israel
Guiomar Namo de Mello, Chairman, State Board of Education of Sao Paulo, Brazil
S. Ramadorai, Vice Chairman, Tata Consultancy Services and Advisor to the Prime Minister of India, India
Tan Tai Yong, Vice Provost, National University of Singapore, Singapore
Moderated by
Michael Yeoh, Chairman, Maruti Suzuki India Ltd, India
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12:45-14:15
Shah Jehan
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Luncheon
Dealing with the changes in the global security environment
It is an understatement to say that the global security environment has become significantly more complex and volatile in the last few years, as a number of threats and issues have been accumulating, sometimes supplanting more traditional security challenges. For instance, issues such as food security and climate change have now become part of the national security agenda for many countries, and the threats created by terrorist activities or the destabilizing impact of local conflicts and unstable situations, like in Syria or in some African countries, have replaced the problematic of the East-West
cold war confrontation.
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How to address these changes and the new challenges they create?
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What does this require when shaping policies and responses relevant to the new security environment?
Keynote speaker
Shiv Shankar Menon, National Security Advisor, India
Chaired by
Gautam Thapar, Founder & Chairman, Avantha Group, India
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14:30-16:00
Jehangir
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The new risk management playbook for business in emerging markets
Economic and political developments in a number of new growth countries have highlighted the need for an even more holistic approach to managing risks involved in operating in countries where social and political conditions may be subject to abrupt changes, legal and regulatory frameworks are wanting and poor infrastructure adds to operational risks. New compliance pressures created by the aggressive enforcement of the Foreign Corrupt Practices Act in the USA or the Anti Bribery Act in the UK are forcing corporations to assess even more deeply how business practices in one country could create new risks and impact negatively on their business worldwide.
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What does this new context require in terms of a more comprehensive approach to risk management
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What are the cardinal rules that should guide risk assessment and risk management in this new, more demanding, environment?
Cem Duna, Chairman, AB Consultancy & Investment Services, Turkey
Ingo Plöger, President, The Business Council of Latin America (CEAL), Brazil
Tarun Ramadorai, Professor of Financial Economics, University of Oxford, United Kingdom
Lisa Robins, Head, Global Transaction Banking Asia Pacific, Deutsche Bank, Germany
Ralph Voltmer, Partner, Head of the India Practice, Covington & Burling, USA
Moderated by
Ashish Bhatt, Managing Director, Xyntéo, United Kingdom
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14:30-16:00
Mumtaz Mahal
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What does it take to thrive? Meet the innovative growth champions
A look at innovative companies with entrepreneurs from emerging markets
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Sharing the lessons from success stories and best practices
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What works and what doesn’t?
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Stumbling blocks that could be removed?
William Bissel, Managing Director, Fabindia Overseas Private Limited, India
Joseph Klafter, President, Tel Aviv University, Israel
Bin Lin, Co-Founder & President, Xiaomi Corporation, People’s Republic of China
Jorge Lopez Morton, Founder & CEO, Total Energy Systems & Executive Director, Mexican Business Council for Foreign Trade (COMCE), Mexico
Ravi Venkatesan, Former Chairman, Microsoft India, Former MD, Cummins India and Author, “Conquering the Chaos“, India
Moderated by
Subodh K. Bhargava, Chairman, Tata Communications Ltd., India
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16:00-16:30
Durbar
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Tea break
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16:30-18:00
Jehangir
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Agribusiness as a growth engine: Producing more And being sustainable
Meeting the increasing global demand for food in a sustainable manner is becoming a major challenge. While the world’s population keeps growing and standards of living are rising, arable land is diminishing because of fast urbanization and industrial use. Investment in agricultural productivity is not increasing fast enough and climate change is already negatively affecting the ability to produce food in some countries. While it is crucial to keep both farmers in business and prices for consumers at a reasonable level, the food scare of 2008 has pushed food security to the top of many countries’ agenda.
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What measures can be taken to ensure increased agricultural sustainability while at the same time ensuring price stability and food security?
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How can the agribusiness sector respond to a continuously evolving demand for cutting edge agricultural and food products?
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How could the global agricultural trading system provide a more dependable market for food?
Nadir Godrej, Managing Director, Godrej Industries and Chairman, Godrej Agrovet, India
Ashok Gulati, Chairman, Commission on Prices for Agricultural Goods (CACP), India
Alan Winney, Chairman, Emerald Grain Pty. Ltd. & Former Chairman of Queensland Sugar Ltd., Australia
Moderated by
MK Venu, Executive Editor, Amar Ujala, India
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16:30-18:00
Mumtaz Mahal
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The ASEAN economic dynamo: Spreading the growth beyond the region
South East Asia was one of the world’s fastest growing regions in 2013 and, despite some risks and uncertainties, growth should remain strong in 2014. Moreover, the next structural step to the process of economic integration through the scheduled implementation of the ASEAN Economic Community by 2015 – with the goal of freeing the movement of goods, services, capital and skilled labor – should boost economic growth and improve the region’s overall attractiveness to investors and its competitiveness.
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How is increasing economic integration making the ASEAN countries less vulnerable to external shocks?
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How can other countries latch onto the dynamics created by ASEAN integration?
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What can be learnt from the ASEAN process of integration?
Syamal Gupta, Special Advisor, Tata International Limited, India
Bundit Limschoon, Secretary General, Asia Cooperation Dialogue (ACD), Kuwait
Michael Yeoh, Co-Founder & CEO, Asian Leadership & Strategy Institute (ASLI) and Member of ASEAN High Level Taskforce on connectivity, Malaysia
Moderated by
Indrani Bagchi, Diplomatic Editor, Times of India, India
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18:15-19:30
Shah Jehan
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Investment in the new growth countries: Leveraging the opportunities in a changed landscape
While foreign investment flows have decreased significantly in emerging market countries, opportunities are still there to be seized, requiring a more rigorous differentiated sector and country-wise approach. The present context should also push investors to look for more alternatives to direct investment.
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Where are the opportunities to be leveraged today?
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What kind of approach does the new economic landscape require?
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What are the trade-offs between looking at the short term and betting on the long term?
Chew Sutat, Executive Vice-President, Singapore Exchange Ltd., Singapore
Aharon Fogel, Chairman, IDB Development Corporation Ltd., Israel
Naina Lal Kidwai, Country Head India & Director HSBC Asia Pacific, HSBC, India
Thierry Porte, Managing Director, J.C. Flowers & Co, USA
Alexandre Zeller, Chairman, SIX Group Ltd., Switzerland
Moderated by
Cem Duna, Chairman, AB Consultancy & Investment Services, Turkey
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19:30-21:00
Durbar
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Dinner
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