“exclusive round table session”
TRANSCRIPT
Mr. Amit Patniinvites you to an
“Exclusive Round Table Session”
Renaissance Hotel, Ahmedabad�ursday, 12th December 2019
16:00 hrs - 20:00 hrs
followed by networking & light dinner at
In association with AZB & Partners
VENUE :
RSVP : [email protected]+91 99873 69670
Sapphire 1, Renaissance Hotel, Behind Ganesh Meridian Complex,Sola Road, Sarkhej - Gandhinagar Highway, Ahmedabad,
Gujarat - 380060
Campden Family Connect - An Exclusive Network Of World’s Leading Families
AGENDA
18.10 – 20.00 NETWORKING & DINNER
16.00 – 16.20 REGISTRATION
AHMEDABAD ROUND TABLE
16.20 – 17.00 WHERE THERE IS NO WILL, IS THERE A PROBLEM?
Anand Shah ● Senior Partner, AZB & Partners
Amit Patni ● Director, RAAY Global Investments & Campden Family
Jai Rupani, Chief Investment O�cer, Dinesh Hinduja FamilyO�ce
17.00 - 17.40 JOURNEY OF ESTABLISHING A FAMILY OFFICE
Sanjay Mehta ● Private Investor, Mehta Ventures
17.40 - 18.10 SPOTTING THE UNICORN: A GUIDE TO INVESTING INSTART-UPS
Connect
Parag Desai ● Executive Director, Wagh Bakri Tea Group
Moderator:
VENUE :
RSVP : [email protected]+91 99873 69670
Sapphire 1, Renaissance Hotel, Behind Ganesh Meridian Complex,Sola Road, Sarkhej - Gandhinagar Highway, Ahmedabad,
Gujarat - 380060
People dedicate their entire lives to creating and building wealth. However, what they o�en tend to neglect is the planning for preservation and transfer of wealth for the succeeding generations.
Succession is a simple process, but de�nitely not be le� to chance. It covers both, devolution of wealth and control over businesses. �rough this session, AZB & Partners will take you through the steps to put in place a robust succession plan.
A conversation between 2 veterans in the Family O�ce space deliberating on- What were the determining factors- Di�erent choices and structures explored- Challenges faced and bene�ts earned
A session that will urge you to explore ‘Start-ups’ as an alternative investmentavenue for family and evaluate most be�tting investment deals
Campden Family Connect - An Exclusive Network Of World’s Leading Families
ShahAnand
Senior Partner,AZB & Partners
Anand also co-heads the Private Client Practice wherein he regularly advises promoter families on succession planning, family arrangements and restructuring of promoter holdings across group organisations. Apart from private client matters he also covers a range of practice areas including Corporate, M&A, Banking & Finance, Aviation and Private Equity. He contributes to the Private Client Practice at AZB with his in-depth knowledge in the �eld of corporate law, SEBI regulations, trust law, real estate law - all crucial in family re-organisations and structuring promoter holding. He is a quali�ed Indian solicitor and a graduate of Government Law College, Mumbai.
PatniAmit
Director,RAAY GlobalInvestments &Campden FamilyConnect
Amit is a 3rd Gen member of the Patni Family, who were pioneers in the �eld of IT in India and built the global IT business -Patni Computer Services (PCS). Renowned as one of the �rst families to establish their Family O�ce as early as 2000s, Amit is the Founder & Director of RAAY Global Investments (Single Family O�ce), Director at Raay Foundation, Co-founder & Chairman at Nirvana Venture Advisors, Co-Founder and Partner in �e Hive-India, Director and Investor in Water�eld Advisors. Amit also spearheads Campden Family Connect’s business in India, focusing on growth and strategy of the �rm in the country.
JaiRupaniChief InvestmentO�cerDinesh HindujaFamily O�ce
As the CIO of the Dinesh Hinduja Family O� ce, he oversees investments across all asset classes for the group: real estate, stocks, bonds, structured products, private equity and venture capital. He also has primary responsibility for Gokaldas Lifestyle, a real estate development company focused on luxury projects. He has completed his formal education in Finance and Real Estate at the University of Michigan, Ann Arbor and the University of Texas at Austin in the United States.
SPEAKER PROFILES
DesaiParag
Executive Director,Wagh Bakri TeaGroup
Parag Desai is a 4th generation entrepreneur in the Wagh Bakri Tea family which is in tea business since 1892 and spearheads the Sales, Marketing & International Business of the Group. In the last 20 years, the Group has progressed massively under his leadership. As part of expansion plans, he launched various new brands and innovative products in India as well as the International Markets. He is also responsible for taking the Group in various new markets and new formats like “Wagh Bakri Tea Lounges” in Ahmedabad, Mumbai, Delhi, Pune and Goa.
SPEAKER PROFILES
SanjayMehtaPrivate InvestorMehta Ventures
Sanjay Mehta is a Venture Capitalist and runs family o�ce investments through proprietary fund called Mehta Ventures. Mehta Ventures is designed as an independent, privately-owned boutique family o�ce, which provides comprehensive start-up, estate and crypto co-investment opportunities to trusted network of HNI families globally. He has investments in over 100+ start-ups and is a technology evangelist and serial entrepreneur.