APREAインド年次会議

2018年よりIndiGridの最高投資責任者。ムンバイ大学で商学学士号と経営学修士号を取得し、CFA協会（米国）のCFA3級をすべてクリア、インド勅許証券アナリスト協会の財務分析大学院ディプロマを取得。道路、空港、再生可能エネルギー、火力発電、港湾、不動産などのサブセクターにおいて、プライベート・エクイティ取引、M&A、新規株式公開、適格機関投資家向けプレースメント、インフラ投資信託など、インフラセクターをカバーし、投資銀行業務とコーポレート・ファイナンスで20年以上の経験を有する。IDFC Bank、Deloitte Financial Advisory Services India Private Limited、Essar Steel Limitedでの勤務経験を持つ。.

インディグリッドでは、M&A、資金調達、財務、IR、その他の成長イニシアチブを担当。.

バイラヴ氏は、不動産、インフラ、プライベートエクイティの分野において、インドおよび多国籍企業への多様なアドバイザリー業務経験を有しています。資格取得後、20年以上にわたり、取引および税務アドバイザリー業務に携わってきました。特に過去17年間は、不動産分野に注力してきました。.

バイラヴは、不動産会社に対し、投資ストラクチャリングやグループ再編を含む複雑なプロジェクトにおいて助言を提供してきました。その豊富な経験を活かし、業界および規制当局におけるREIT/InvITに関する議論にも幅広く関与してきました。取引および企業再編分野において、以下のような多様な案件を担当してきました。

• 不動産ファンド構造の開発と投資の完了
• 再開発プロジェクト（SRAおよび社会再開発プロジェクトを含む）
• 入札ストラクチャリング、プライベートエクイティファンディング、シンガポールBT上場M＆Aの再編、インバウンドアドバイザリーなどのインフラスペース

バイラヴ氏はムンバイ大学で商学の学位を取得しており、2002年からインド公認会計士協会の会員です。さまざまなフォーラムで不動産関連の話題について定期的に講演し、いくつかの新聞、雑誌、ビジネスニュースチャンネルに記事やインタビューを寄稿しています。.

S.スリニワサン（スリニ）は1993年からコタック・グループに在籍し、現在はKIALを率いている。.

2005年にインド初の不動産ファンドの1つを設立し、18億米ドルを調達・投資するまでに事業を成長させた。また、Kotak Private Equity、Kotak Infrastructure Funds、Kotak Special Situations Fund、Kotak Listed Strategiesも統括している。KIAL全体では、これらの資産クラス全体で約40億6,000万米ドルのファンドを調達している。.

KIAL入社以前は、1995年の設立以来、ゴールドマン・サックスとのコタックの投資銀行合弁事業に参加。2005年までコタック・インベストメント・バンキングの共同責任者として、国内外の大手企業に対し、資金調達、M&A、戦略的売却に関する助言を行った。.

インド商工会議所連合会（FICCI）の外国直接投資とREITに関する政策イニシアチブ委員会およびインド産業連盟（CII）の資本市場に関する小委員会のメンバー。また、王立勅許測量士協会（RICS）の南アジア評価専門家グループ理事会の議長も務める。また、APREAインド支部の共同議長、グローバル不動産協会（GRI）インド支部の運営評議会のメンバーでもある。インド・プライベート・エクイティ＆ベンチャー・キャピタル協会（IVCA）執行委員会メンバー、EMPEAプライベート・クレジット・カウンシルメンバー。.

アニッシュはプライス・ウォーターハウス＆カンパニーLLPのパートナーであり、25年以上にわたり所得税や規制に関するアドバイスを行ってきた。.

アニッシュは、多国籍企業や国内のクライアントに対し、インドおよび国際税務、インバウンド投資アドバイザリー、法人税（不動産、インフラ、プライベート・エクイティ・ファンドを中心に）に関する助言を行い、投資ストラクチャーの構築、税務デューデリジェンスの実施、税務および規制上のコンプライアンスに関するアドバイスを提供しています。また、為替管理規制、会社法、その他の規制法についてもアドバイスを行っています。.

JDA/EPC契約の評価、REIT/InvIT構造への移行、事業再編、M&A取引に関する不動産およびインフラストラクチャー・クライアントへの幅広いアドバイス経験を有する。.

また、最近導入された政府系ファンドや年金基金の非課税措置に関する説明や改正を求める財務省との意見交換にも積極的に参加している。.

アニッシュは商学部を卒業し、ICAIの会員である。.

バイラヴ氏は、不動産、インフラ、プライベートエクイティの分野において、インドおよび多国籍企業への多様なアドバイザリー業務経験を有しています。資格取得後、20年以上にわたり、取引および税務アドバイザリー業務に携わってきました。特に過去17年間は、不動産分野に注力してきました。.

バイラヴは、不動産会社に対し、投資ストラクチャリングやグループ再編を含む複雑なプロジェクトにおいて助言を提供してきました。その豊富な経験を活かし、業界および規制当局におけるREIT/InvITに関する議論にも幅広く関与してきました。取引および企業再編分野において、以下のような多様な案件を担当してきました。

• 不動産ファンド構造の開発と投資の完了
• 再開発プロジェクト（SRAおよび社会再開発プロジェクトを含む）
• 入札ストラクチャリング、プライベートエクイティファンディング、シンガポールBT上場M＆Aの再編、インバウンドアドバイザリーなどのインフラスペース

バイラヴ氏はムンバイ大学で商学の学位を取得しており、2002年からインド公認会計士協会の会員です。さまざまなフォーラムで不動産関連の話題について定期的に講演し、いくつかの新聞、雑誌、ビジネスニュースチャンネルに記事やインタビューを寄稿しています。.

Suresh Goyal is MD & CEO of National Highways Authority of India’s Infrastructure Investment Trust (NHAI InvIT), which has been set up to monetize operating highway projects under Government of India’s National Monetization Pipeline. NHAI InvIT has successfully raised funds from marquee international and domestic institutional investors and lenders, with an Enterprise Value of above USD 1 billion.

Suresh Goyal has overall experience of 27 years. Over the last 15 years, he has been engaged in investing in the infrastructure space, including into roads, renewables, telecom towers, and airports. Prior to joining NHAI InvIT in October 2020, he was based in Singapore as Head of Macquarie Infrastructure and Real Assets for South East Asia & India region.

クランティ・モハンは、インド証券法に関する助言において15年以上の経験を有する。これまでに次のような助言を行っている。
IPO、QIP、ライツ・オファリングなど、資本市場取引のほぼ全領域に携わる、,
海外上場（事業信託経由を含む）、買戻し、ブロック取引・バルク取引など。
証券取引所また、ここ数年間は、証券取引所の設立や上場に関するアドバイスも幅広く行っている。
ビジネス・トラスト、インフラ投資トラスト、不動産投資トラスト、イールドコスなどである。.

また、SEBIが設置したハイブリッド証券諮問委員会のメンバーでもある。
APREAインド・インフラ・インビッツ委員会メンバー。.

に関する協議に積極的に参加した。
インビットとリートの側面について、数少ない利害関係者と協力し、以下のような表明を行った。
首相官邸、外務省を含む、さまざまな政府／規制当局がある。
財務、中央直接税委員会、インド準備銀行、SEBI。.

過去には、クランティはSEBIによって構成された合理化のための委員会のメンバーでもあった。
株式募集の開示基準およびCIIのREIT評価に関するワーキンググループ。.

Looking after the Infrastructure Finance Unit at the DEA since September, 2021. The work deals with policy related to financing requirements of infrastructure including conceiving new initiatives related to infrastructure financing and promotion of investment in infrastructure sectors such as policy matters related to infrastructure financing and promotion of investment in infrastructure sectors; Infrastructure Debt Funds (IDFs), Real Estate Investment Trusts (REITs)/ Infrastructure Investment Trust (InvITs), other instruments for infrastructure financing.

Over thirteen years of experience as a Taxation Officer of Indian Revenue Service (IRS) under the Ministry of Finance, Government of India. Worked in various capacities such as a Quasi-judicial Authority, Tax collector, Enforcement, Policy making etc.

Ami Momaya (Mumbai) joined KKR in 2022 and is a member of the Asia-Pacific Infrastructure team. Ms. Momaya is responsible for infrastructure investments in India. Ms. Momaya began her career at Morgan Stanley where she spent 17 years across their India and New York offices and was instrumental in building their India infrastructure business. As a part of Morgan Stanley’s infrastructure business, Ms. Momaya led transactions across transportation, logistics and renewable energy. Prior to joining the Infrastructure Fund in 2008, Ms. Momaya worked at Morgan Stanley’s Investment Banking Division in New York where she focused on buyouts, mergers & acquisitions, initial public offerings and financings in services, outsourcing and payment processing sectors. Ms. Momaya holds a Bachelors in Commerce from Mumbai University and a post graduate degree from the Narsee Monjee Institute of Management Studies (Mumbai).

カヴィタ・サハはCPPIBのインフラストラクチャー担当シニア・プリンシパルで、インドにおけるインフラ投資の評価と実行を担当している。JPモルガン、バークレイズ、IL&FS、IDBIなど、インド国内外の金融機関で24年以上にわたりインフラ・アドバイザリー、融資、投資に携わる。CPPIB入社以前は、JPモルガンのグローバル・オルタナティブ・プラットフォームの一部であるアジア・インフラストラクチャー・ファンドのマネージング・ディレクターとして、インドにおける道路や電力などのインフラ・プロジェクトへの投資を担当。デリー大学経営学部でCFAおよびMBAを取得。.

Suresh Goyal is MD & CEO of National Highways Authority of India’s Infrastructure Investment Trust (NHAI InvIT), which has been set up to monetize operating highway projects under Government of India’s National Monetization Pipeline. NHAI InvIT has successfully raised funds from marquee international and domestic institutional investors and lenders, with an Enterprise Value of above USD 1 billion.

Suresh Goyal has overall experience of 27 years. Over the last 15 years, he has been engaged in investing in the infrastructure space, including into roads, renewables, telecom towers, and airports. Prior to joining NHAI InvIT in October 2020, he was based in Singapore as Head of Macquarie Infrastructure and Real Assets for South East Asia & India region.

サウラブはCDPQで二つの役割を担っています。2017年3月からインフラ担当マネージングディレクターを務めているサウラブは、南アジアと中東におけるCDPQのインフラ事業を主導し、戦略策定、高品質なインフラ投資の調達、評価、実行、管理、そしてこれらの地域における長期的なパートナー関係の構築を担っています。.

CDPQインドのマネージングディレクター（2022年3月以降）としての兼任役職では、金融およびビジネス界、政府や規制当局などの主要な利害関係者に対して組織を代表しながら、資産クラス（公開株式（直接および間接）、債券、プライベートエクイティ、インフラストラクチャ）全体にわたってCDPQを最適なパートナーとして位置付ける積極的な役割を果たしています。.

アガルワル氏は、投資およびテクノロジー分野で21年以上の経験を有しています。2017年にCDPQに入社する前は、モルガン・スタンレーに10年以上勤務し、直近ではグローバル・インフラファンドであるモルガン・スタンレー・インフラストラクチャー・パートナーズ（MSIP）のエグゼクティブ・ディレクターとして、ファンド投資の獲得と管理において重要な役割を担っていました。それ以前は、IBMリサーチラボおよびウィプロ・グローバルR&Dセンターでスーパーコンピュータ技術の研究者として勤務していました。.

アガルワル氏は、ミシガン大学で財務学のMBA、ペンシルベニア州立大学でコンピュータサイエンスの修士号、インド国立工科大学（ルーケラ校）でコンピュータサイエンスとエンジニアリングの学士号を取得しています。現在、CDPQインドの取締役を務めています。また、CDPQのインドにおける投資先企業であるA) Apprava Energy、B) Maple Infra InvIT Investment Manager Private Limited、C) Maple Highway Project Management Private Limitedの取締役（NED）も務めています。さらに、以前はMSIPの複数の投資先企業で取締役を務めていました。.

背景

• Gaurav Karnik is Partner with Ernst & Young tax practice in India and is the National Leader for Real Estate sector for EY India and National Leader for Sovereign Wealth Funds and Pension Funds for EY India
• Gaurav joined Ernst & Young in 2002 and is based in Gurgaon.
• He is a Chartered Accountant from Institute of Chartered Accountants of India and also holds a Bachelors degree in Economics from Delhi University
• Fluent in English, Hindi and Marathi

Skills

• Gaurav has more than 20 years of experience in the field of taxation, regulatory matters, and international taxation.
• Handling international taxation issues including,permanent establishment issues and other regulatory issues
• Handling Inbound and Outbound tax advisory related issues and Transaction tax related advisory issues

専門経験

• Advised several US, UK, Singapore based real estate and infrastructure focused private equity funds in structuring their India centric real estate an d infrastructure funds and their specific investments in Indian companies
• Advised several foreign real estate developers with their India real estate strategy and transactions.
• Advised global hospitality chains in establishing presence in India and tax litigation
• Advised global mall developers on their India real estate strategy and restructuring
• Advised developers and funds on potential REIT strategy
• Advising multinational companies on entry strategy, restructuring and setting up offshore tax efficient vehicles
• Advising on regulatory issues in establishing and doing business in India
• Actively involved in inbound and outbound structuring for clients engaged in the automotive, diversified industrial products, infrastructure, real estate companies
• Assisted number of multinational company on their tax disputes with Indian Revenue authorities
• Advising on international tax issues including permanent establishment issues in India
• Assisted various funds with tax due diligence in India
• Assisted domestic companies in outbound investments and group restructuring
• Assisted real estate industry associations such as APREA, FICCI etc with representation REIT, GST to the Ministry of Finance and SEBI
   

Tel +91 (0)12 4464 4032
Mobile +91 (0)98 11214668
Fax +91 (0)12 4464 4050
電子メール gaurav.karnik@in.ey.com 

Mr. Mike Holland is Chief Executive Officer of Embassy Office Parks, India’s first and only listed REIT, sponsored by Embassy Group and Blackstone. Embassy REIT listed on the Bombay Stock Exchange in April 2019. In April 2020, the business had a market capitalisation in excess of USD 3 bn.

Mike has worked in Asia since 1995 and has lived in India for close to two decades. He currently resides in Bangalore. He is also a board member of a number of charitable organizations with a focus on disability and education.

Hari is responsible for CPP Investments’ Real Estate investments in India and is based out of the Mumbai office. The Real Estate group in India focuses on investments alongside top tier partners in key sectors such as office, retail and industrial.

Prior to joining CPP Investments in 2014, Hari was at Kotak Investment Advisors which is the alternate assets arm of Kotak Bank. He was co- responsible for real estate funds business which had total assets under management of over USD 1Billion, contributed by SWFs and other global LPs. He started his career with CBRE and JLL in the corporate finance business.

Hari holds a MFin from University of Delhi, India and is Member of Royal Institute of Chartered Surveyors, UK.

インド勅許会計士協会のフェローであり、デリー大学ヒンドゥー・カレッジを首席で卒業。30年以上にわたる豊富なキャリアを持ち、グループ企業レベルやさまざまな事業責任者のポジションでリーダーシップを発揮してきた。.

現在、DLFグループの賃貸事業担当副会長兼マネージング・ディレクターとして、インド最大の不動産デベロッパーの賃貸ポートフォリオを管理・統括。インド全土で4,400万平方メートルのオフィススペースと550万平方メートルの小売スペースを有する賃貸ポートフォリオに対し、戦略的方向性とリーダーシップを発揮している。統合型ビジネスモデルの構築に尽力し、ポートフォリオ全体で安全性、持続可能性、ESG、顧客中心主義におけるグローバル・ベンチマークの創出に尽力する意欲的なチームをまとめるとともに、事業計画の達成を保証している。.

アジア太平洋不動産協会インド支部副会長。また、CII不動産・住宅国内委員会のメンバーでもある。.

カタル氏は、インド内外の有名企業で数多くの上級管理職を歴任。.

Alok is Managing Director & Chief Executive Officer, for Brookfield Properties in India, where he oversees all aspects of the business including design, development, strategic initiatives, finance, corporate strategy, leasing and tenant relationships.

Alok has spearheaded the largest professional office platform in India, creating a customer-focused senior management team. Under Alok’s leadership, Brookfield Properties has established itself as one of the strongest brands and a preferred choice of top global and Indian occupiers. He has also strengthened the company’s commitment to environment, social and governance (ESG) practices in India. Alok has over three decades of multifaceted experience in leadership roles, both in operations and investments.

In his previous organizations, Milestone Capital and Sun Apollo Real Advisors, Alok has been instrumental in closing high value deals across asset classes starting from identifying the opportunity, to evaluation and finalization of investments across residential, commercial, hospitality, warehousing & mixed-use developments. His career also spans leadership roles at DLF, The Chatterjee Group and Mahindra Reality.

Alok holds a bachelor’s degree from IIT Delhi and an MBA from ISB Hyderabad.

Mr. Vinod Rohira is the Chief Executive Officer of Mindspace Business Parks REIT. Equipped with an MBA from Booth School of Business, Chicago, and a law degree from the Mumbai University, Vinod began his career with the K Raheja Corp, over two decades ago. He has during his tenure, pioneered the concept of landmark business districts, premium residential and retail complexes, which have become the reference points in Indian real estate. Vinod is a key member of the leadership team that has built the K Raheja Corp into one of the most respected and leading names in Indian real estate.

Having led the development of Grade A commercial real estate across India for the Group and listing Mindspace Business Parks REIT on the Indian Stock Exchanges; his current focus is on driving the commercial business’ strategic operations, with a particular emphasis on stakeholders’ management and business development.

An Entrepreneur, and an MBA from the London Business School, Ravi has 26 years of comprehensive experience across real estate, retail and hospitality, right from the grassroots level to the C-suite. His multivariate experience and an inherent acumen for judging correctly has led him to spearhead business development for the Real Estate arm of the Group, and take it to greater heights. He also plays a key role in guiding the teams of finance, corporate strategy and planning, for the retail and hospitality divisions of the Company.

ueled by his vast experience of over two decades in the industry, Ravi is actively involved in charting the future growth of K Raheja Corp and each of its businesses, and has been a catalyst in the company’s evolution from a family owned business to a professionally managed and growing corporate.

A respected name in India Inc., Ravi is an active contributor to the industry through premier forums such as Indian Green Building Council, where he served as the Chairman (Mumbai chapter), and as member of the World Economic Forum

Known for his benevolence and an innate need to give back to the society, Ravi plays a key role in the group’s philanthropic initiatives through K. Raheja Foundation, Sadhana Education Society and S. L. Raheja Hospital.

Having built an excellent foundation Ravi spearheads the next phase of growth for the Group.

A Chartered Accountant from the Institute of Chartered Accountants of India (ICAI), Mr Keki Mistry brings with him nearly four decades of varied work experience in the Banking & Financial Services domain.

In 1975, Mr Mistry began his career with AF Ferguson & Co, a renowned Chartered Accountancy Firm, followed by short stints with Hindustan Unilever Ltd and Indian Hotels Company Ltd

In 1981, Mr Mistry joined HDFC Ltd., India's premier housing finance company. Over the years he held several responsibilities, prior to being inducted onto its Board as Executive Director in 1993. He was appointed as the Managing Director in 2000, as the Vice Chairman & Managing Director in October 2007 and the Vice-Chairman & Chief Executive Officer of the Corporation with effect from January 1, 2010. Mr Mistry is responsible for the overall functioning of the Corporation.

Mr Mistry has played a critical role in the successful transformation of HDFC into India's leading Financial Services Conglomerate by facilitating the formation of companies including HDFC Bank Ltd., HDFC Asset Management Company Ltd., HDFC Life Insurance Company Ltd. and HDFC ERGO General Insurance Company Ltd.

Besides being on the board of several HDFC Group companies, Mr Mistry is also on the Board of Tata Consultancy Services Ltd, Torrent Power Ltd, Griha Investments - Mauritius, Griha Investments Pte Ltd – Singapore and Flipkart Private Limited - Singapore.  He is also on the Advisory Boards of a few Indian Corporates.

Mr Mistry has been a Consultant to the Commonwealth Development Corporation (CDC) in Thailand, Mauritius, Caribbean Islands and Jamaica, guiding the company to review and evaluate the operations of mortgage financial institutions in these countries. He has also been Consultant to the Mauritius Housing Company and Asian Development Bank.

He is a Member of Primary Market Advisory committee (PMAC) constituted by Securities and Exchange Board of India (SEBI) and was a Member of Corporate Governance Committee constituted by SEBI in 2017 and Chairman of the CII Corporate Governance Committee 2016-17 to 2017-2018. He is currently the Chairman of the Cll National Council on Corporate Governance from 2019-20. He is also a Member of the CII Economic Affairs Council for 2021-22.

Some of Mr. Mistry's important recognitions include the ‘Lifetime Achievement Award for Corporate Governance’ for 2020 by the Asian Centre for Corporate Governance & Sustainability, 'CEO of The Year' under BFSI Category at CNBC Awaaz CEO Awards 2019, 'BMA Management Man of the Year 2016' at the 37th Bombay Management Association (BMA), 'Best Independent Director Award 2014' by Asian Centre for Corporate Governance & Sustainability, the Best CEO Financial Services (Large Companies) 2014 by Business Today magazine, CFO India Hall of Fame by the CFO India magazine in 2012, One of Best CEO for Investor Relations – India at the Thomson Reuters “Extel Awards” – 2012, Best Banker of the Year in 2011 by Financial Express, awarded the QIMPRO Gold Standard 2011– Leader for Quality in Business by the Qimpro Foundation, honored with the ‘CA Business Achiever of the year’ award in the Financial Sector by the Institute of Chartered Accountants of India (ICAI) in 2011, declared as the Best CFO in the Financial Services category by the ICAI for 2008, CNBC TV18's Award for the 'Best Performing CFO in the Financial Services Sector' for three consecutive years - 2006, 2007 & 2008 and CFO of the Year for 2008 and selection as the 'Best Investor Relations Officer' in the Corporate Governance poll by Asiamoney (2008).

Shri Ananta Barua was appointed by Central Government as Whole Time Member, of Securities and Exchange Board of India in Mumbai on August 1, 2018.

Shri Barua looks after Market Intermediaries Regulation and Supervision Department (MIRSD), Department of Debt and Hybrid Securities(DDHS), Investment Management Department (IMD), Market Regulation Department (MRD), Market Intermediaries Regulation and Supervision Department (MIRSD), Enforcement Department (EFD), Investigation Department, Legal Affairs Department (LAD), Enquiry and Adjudication Department, Board Cell and Parliament Affairs Cell.

Prior to this position, Shri Barua served as Executive Director from May, 2010 to July, 2018 in SEBI. He was in charge of various departments in SEBI such as Investment Management Department (consisting of Mutual Funds, AIF, PMS, Research Analyst, IAS), Foreign Portfolio Investors, DDHS (consisting of Debt securities, Securitised Debt Instruments(SDI), RIET, InVit, Municipal Bonds), Corporate Finance Department (IPO(ICDR), Listing (LODR), Corporate Restructuring (SAST, Buyback), LAD and EFD.

He was instrumental for developing regulatory framework for Issue and Listing of Debt Securities, Electronic Book Platform (EBP) Alternative Investment Funds (AIFs) including Angel Funds, Municipal Bonds, Securitisation, Green Bonds, REITs & InvITs, Insider Trading, Research Analyst etc.

Mr. Barua is a Commerce Graduate with LLB both from the University of Delhi. He also holds a Diploma in Management. Completed Regulatory internship for a month on derivatives with Chicago Board of Option Exchange (Cboe Global Markets), Chicago (July/August, 1998), and on Capital Market Regulation with International Law Institute (ILI), Washington in October, 1995.

Shri Barua was on deputation to Central Bank of Bahrain as Advisor from 2004 to 2006 and has previously worked with Industrial Finance Corporation of India (IFCI), National Fertilizers Ltd (NFL) and DCM Ltd. He joined SEBI in 1992.

プリーティ・チェダはK Raheja Corp Investment Managers Private Limitedの最高財務責任者（CFO）であり、Mindspace Business Parks REITのマネージャーを務める。KRCグループ入社以前は、Marico Limited、Shell Gas (ShellGas)社に勤務。KRCグループ入社以前は、Marico Limited、Shell Gas (LPG)、Cairn Energyに勤務。.

プリーティは24年以上の実務経験を持つ公認会計士。また、会社秘書およびCFA（米国公認会計士協会）会員でもある。米国コロラド州会計士協会の統一公認会計士試験にも合格。また、インド証券取引委員会のハイブリッド証券諮問委員会のメンバーであり、IFSC GIFT CITYのREITとInvitに関する専門家委員会のメンバーでもある。また、2024年度エコノミック・タイムズ最優秀CFO賞、2024年度ビジネス・ワールド最優秀女性CFO賞を受賞。.

2018年よりIndiGridの最高投資責任者。ムンバイ大学で商学学士号と経営学修士号を取得し、CFA協会（米国）のCFA3級をすべてクリア、インド勅許証券アナリスト協会の財務分析大学院ディプロマを取得。道路、空港、再生可能エネルギー、火力発電、港湾、不動産などのサブセクターにおいて、プライベート・エクイティ取引、M&A、新規株式公開、適格機関投資家向けプレースメント、インフラ投資信託など、インフラセクターをカバーし、投資銀行業務とコーポレート・ファイナンスで20年以上の経験を有する。IDFC Bank、Deloitte Financial Advisory Services India Private Limited、Essar Steel Limitedでの勤務経験を持つ。.

インディグリッドでは、M&A、資金調達、財務、IR、その他の成長イニシアチブを担当。.

Hari is Executive Vice President & the Chief Business Officer at NSE, India’s premier bourse for trading equities, currencies and their derivatives. In this role, Hari is responsible for strategic, policy initiatives & business growth for the Exchange across products, and spearheads the SME, listing and member services role at NSE. 

Prior to this role, Hari was head of listing compliance, membership, education & corporate communications.  He was initially involved with the clearing corporation of NSE and capital market & surveillance operations. He was part of the team that introduced derivatives in Indian capital markets.

Hari represents NSE at various committees of the Regulator and has been with NSE for over 26 years and has experience in regulatory and business development. 

Ritwik Bhattacharjee is the Chief Investment Officer at Embassy REIT. Ritwik was a member of the IPO team that listed Embassy REIT on the Indian stock exchanges in April 2019. Prior to Joining Embassy REIT, Ritwik managed a family office in India overseeing public and private investments. Ritwik spent 12 years as an investment banker at global banks, including Nomura, Citi, UBS and JPMorgan. Ritwik has worked on numerous REIT and real estate capital markets and advisory transactions in the United States and across Asia.

Ritwik holds a bachelor’s of arts degree in economics from Middlebury College, a master’s degree in business administration from the Amos Tuck School of Business Administration, Dartmouth College, and a master of arts degree in law and diplomacy from the Fletcher School of Law and Diplomacy, Tufts University.

Ms. Sunaina da Cunha is the Co-Head of Fixed Income at Aditya Birla Sun Life AMC Limited. She has a rich experience of 17 years in fixed income fund management with an expertise in structuring bond solution and credit transactions. As Co-Head, Sunaina leads the overall credit portfolio of the AMC..

She has been a part of the Aditya Birla Group since 2004 having started as a Group Management Trainee in Aditya Birla Management Corporation Private Limited.

Sunaina is a CFA Charter Holder from the CFA Institute, Virginia, USA. She is also an MBA from the Faculty of Management Studies (FMS), University of Delhi.

Umang is Executive Director and Chief Investment Officer at IIFL Wealth and has more than two decades of experience in investments and wealth management. As a part of his role at IIFL Wealth, Umang provides strategic guidance for investment decisions across asset classes including Equities, Real Estate, Fixed Income, Commodities and Alternatives with a focus on continuous product innovation.

Umang has spearheaded launch of several Alternative Investment Funds (AIFs) in India and also serves on the Investment Committee of several AIFs. He is also responsible for third party fund manager due diligence and selection, alternative investments, deal sourcing and provides continuous support to the sales team.

Umang holds board positions in a couple of companies including IIFL Distribution Services and IIFL Wealth Capital Markets. Umang also served on the board of IIFL Wealth Finance Ltd. (a systematically important NBFC) from February 2016 to November 2017.

Umang is an electronics engineer and holds a Master’s degree in Management Studies from Jamnalal Bajaj - Institute, Mumbai.

Born on 5^番目 January, 1974.

He holds Post Graduate degree in History from University of Delhi.  

He Joined the Indian Administrative Service (IAS) in 2002. Before joining as Joint Secretary, Department of Economic Affairs, Ministry of Finance, Government of India, he served as Secretary, Lokpal and Divisional Commissioner, Jalandhar, Punjab from 08/2018 to 01/2020. He also served in various field and secretariat positions in the Government of Punjab and Government of India. Among the posts he has held are Private Secretary to Union Minister of State (Independent Charge) in the Ministry of Housing and Urban Affairs; Director, Industries and Commerce Department, Punjab; Director, Technical Education and Industrial Training, Punjab, Commissioner, NRI, Punjab, Special Secretary, Expenditure, Punjab and Commissioner, Municipal Corporation, Chandigarh, Punjab.

ゴータムは1987年に公認会計士の資格を取得し、大手会計・税務コンサルティング会社2社で勤務した後、自身が設立した独立系事務所で12年以上にわたり長年にわたり活躍しました。2003年9月にPwCにパートナーとして入社し、以来、2015年7月から2020年12月までインドの税務・規制業務を率いるなど、様々な役職を歴任しました。それ以前は、西インドにおける税務・規制業務と金融サービスの税務・規制グループを率いていました。また、インドにおいてPwCの資産運用部門のリーダーも務めました。現在は、インド最大級のコングロマリットの一つであるPwCのグローバルリレーションシップを率いています。.

長年にわたり、Gautam は幅広いサービスにわたって多国籍企業や国内のクライアントと連携し、複数の分野にわたる 30 年以上の多様な経験を持っています。.

ゴータム氏は現在、インド証券取引委員会（SEBI）の代替投資政策諮問委員会、およびREITおよびInvITを扱うSEBI HySec委員会の委員を務めています。また、地域不動産業界団体であるAPREAのインド支部の理事、およびCIIプライベート・エクイティ委員会の委員も務めています。さらに、米国商工会議所、インド産業連盟の全国直接税委員会、インド勅許会計士協会の専門家諮問委員会の委員も務めています。.

ガウタムは法学と財務管理の大学院学位を取得しており、インド公認会計士協会の会員でもあります。.

Born on 5^番目 January, 1974.

He holds Post Graduate degree in History from University of Delhi.  

He Joined the Indian Administrative Service (IAS) in 2002. Before joining as Joint Secretary, Department of Economic Affairs, Ministry of Finance, Government of India, he served as Secretary, Lokpal and Divisional Commissioner, Jalandhar, Punjab from 08/2018 to 01/2020. He also served in various field and secretariat positions in the Government of Punjab and Government of India. Among the posts he has held are Private Secretary to Union Minister of State (Independent Charge) in the Ministry of Housing and Urban Affairs; Director, Industries and Commerce Department, Punjab; Director, Technical Education and Industrial Training, Punjab, Commissioner, NRI, Punjab, Special Secretary, Expenditure, Punjab and Commissioner, Municipal Corporation, Chandigarh, Punjab.

Asheesh Mohta is a Senior Managing Director and the Head of Real Estate Acquisitions India, based in Mumbai. Since joining Blackstone in 2007, Mr. Mohta has been involved in analyzing real estate investments across the residential, commercial, and hospitality sectors.

Before joining Blackstone, Mr. Mohta worked as Assistant Vice President with the real estate arm of The Chatterjee Group, one of the first private equity investors in India. He was responsible for the treasury and resource raising functions for the group across a pan-Indian portfolio of properties.

Mr. Mohta received a Bachelor’s of Commerce (honours) degree from the University of Calcutta and an MBA from the Indian School of Business.

Mr. Gajri joined HDFC Life in April 2009 and has a rich experience of over 26 years in banking and investments. He currently oversees the investment team at HDFC Life which manages assets of about Rs. 200,000 crore across fixed income, equity and other asset classes. He started his career in 1995 with Citibank and was associated with it for over 6 years delivering various roles. He joined Tata AIG Life Insurance Company in October 2001 to start the investment function and stayed there until April 2009, the last role being that of the Chief Investment Officer.

He holds a PGDM from IIM Ahmedabad and is also a CFA Charterholder.

Shri Sashi Krishnan is the Chief Executive Officer - National Pension System Trust (CEO, NPS Trust). He assumed charge as the CEO, of NPS Trust in January 2021. The National Pension System Trust (NPST) was established by PFRDA, as per the provisions of the Indian Trusts Act of 1882, for taking care of the assets and funds under the National Pension System, in the best interest of the subscribers.

He has over 30 years experience in the Pension Fund Management, Life Insurance and Mutual Fund industries. He has extensive experience in equity and debt markets.

He has done his BE (Hons.) Chemical Engineering and MSc (Hons.). Economics from BITS, Pilani. He also has a Diploma in Management from IGNOU with a specialization in Finance and CAIIB from the Indian Institute of Bankers.

Prior to joining the NPS Trust, he was the CEO at Aditya Birla Sun Life Pension Management Limited, His previous assignments include leadership roles with Aditya Birla Sun Life Insurance Co. Ltd., Bajaj Allianz Life Insurance Company Ltd., DBS Bank (Singapore), DBS Cholamandalam Asset Management Ltd. and Unit Trust of India. He is the Member of the Index Policy Committee of India Index Services & Products Ltd.

Shri Ananta Barua was appointed by Central Government as Whole Time Member, of Securities and Exchange Board of India in Mumbai on August 1, 2018.

Shri Barua looks after Market Intermediaries Regulation and Supervision Department (MIRSD), Department of Debt and Hybrid Securities(DDHS), Investment Management Department (IMD), Market Regulation Department (MRD), Market Intermediaries Regulation and Supervision Department (MIRSD), Enforcement Department (EFD), Investigation Department, Legal Affairs Department (LAD), Enquiry and Adjudication Department, Board Cell and Parliament Affairs Cell.

Prior to this position, Shri Barua served as Executive Director from May, 2010 to July, 2018 in SEBI. He was in charge of various departments in SEBI such as Investment Management Department (consisting of Mutual Funds, AIF, PMS, Research Analyst, IAS), Foreign Portfolio Investors, DDHS (consisting of Debt securities, Securitised Debt Instruments(SDI), RIET, InVit, Municipal Bonds), Corporate Finance Department (IPO(ICDR), Listing (LODR), Corporate Restructuring (SAST, Buyback), LAD and EFD.

He was instrumental for developing regulatory framework for Issue and Listing of Debt Securities, Electronic Book Platform (EBP) Alternative Investment Funds (AIFs) including Angel Funds, Municipal Bonds, Securitisation, Green Bonds, REITs & InvITs, Insider Trading, Research Analyst etc.

Mr. Barua is a Commerce Graduate with LLB both from the University of Delhi. He also holds a Diploma in Management. Completed Regulatory internship for a month on derivatives with Chicago Board of Option Exchange (Cboe Global Markets), Chicago (July/August, 1998), and on Capital Market Regulation with International Law Institute (ILI), Washington in October, 1995.

Shri Barua was on deputation to Central Bank of Bahrain as Advisor from 2004 to 2006 and has previously worked with Industrial Finance Corporation of India (IFCI), National Fertilizers Ltd (NFL) and DCM Ltd. He joined SEBI in 1992.

Born on 5^番目 January, 1974.

He holds Post Graduate degree in History from University of Delhi.  

He Joined the Indian Administrative Service (IAS) in 2002. Before joining as Joint Secretary, Department of Economic Affairs, Ministry of Finance, Government of India, he served as Secretary, Lokpal and Divisional Commissioner, Jalandhar, Punjab from 08/2018 to 01/2020. He also served in various field and secretariat positions in the Government of Punjab and Government of India. Among the posts he has held are Private Secretary to Union Minister of State (Independent Charge) in the Ministry of Housing and Urban Affairs; Director, Industries and Commerce Department, Punjab; Director, Technical Education and Industrial Training, Punjab, Commissioner, NRI, Punjab, Special Secretary, Expenditure, Punjab and Commissioner, Municipal Corporation, Chandigarh, Punjab.

Shri Sashi Krishnan is the Chief Executive Officer - National Pension System Trust (CEO, NPS Trust). He assumed charge as the CEO, of NPS Trust in January 2021. The National Pension System Trust (NPST) was established by PFRDA, as per the provisions of the Indian Trusts Act of 1882, for taking care of the assets and funds under the National Pension System, in the best interest of the subscribers.

He has over 30 years experience in the Pension Fund Management, Life Insurance and Mutual Fund industries. He has extensive experience in equity and debt markets.

He has done his BE (Hons.) Chemical Engineering and MSc (Hons.). Economics from BITS, Pilani. He also has a Diploma in Management from IGNOU with a specialization in Finance and CAIIB from the Indian Institute of Bankers.

Prior to joining the NPS Trust, he was the CEO at Aditya Birla Sun Life Pension Management Limited, His previous assignments include leadership roles with Aditya Birla Sun Life Insurance Co. Ltd., Bajaj Allianz Life Insurance Company Ltd., DBS Bank (Singapore), DBS Cholamandalam Asset Management Ltd. and Unit Trust of India. He is the Member of the Index Policy Committee of India Index Services & Products Ltd.

Mr. Gajri joined HDFC Life in April 2009 and has a rich experience of over 26 years in banking and investments. He currently oversees the investment team at HDFC Life which manages assets of about Rs. 200,000 crore across fixed income, equity and other asset classes. He started his career in 1995 with Citibank and was associated with it for over 6 years delivering various roles. He joined Tata AIG Life Insurance Company in October 2001 to start the investment function and stayed there until April 2009, the last role being that of the Chief Investment Officer.

He holds a PGDM from IIM Ahmedabad and is also a CFA Charterholder.

ハーバード・ビジネス・スクールの卒業生であり、ファイナンスとエコノミクスの修士号と法律の学位を持つニールは、約26年にわたる豊富なビジネス経験を持つ。.

ニールは不動産事業の中核を担い、現在はI.T.オフィスパークや住宅地の立ち上げに尽力している。同グループのホスピタリティ部門であるChalet Hotelsの取締役であり、インド全土で7つの5つ星ホテルを経営している。また、「Inorbit Malls」というブランドをインド全土で立ち上げることに成功し、Inorbitは現在、インドでトップ3に入るモール企業となっている。.

ニールはまた、国内有数の百貨店チェーンである「ショッパーズ・ストップ」の取締役でもある。.

エコノミック・タイムズ紙の「40歳以下のトップ40」にも選ばれている。.

彼は、業界の重要な発展を形作る重要な委員会のいくつかで委員長を務めている：

• APREA、インド支部長。.
• NAREDCO-社長、西。.
• インド産業連盟（CII）、不動産・住宅国家委員会委員長。.
• SCAI（インド・ショッピングセンター協会）アドバイザリーボードメンバー

彼はインド政府から、経済特区政策を研究し、変更を提案するよう任命されている。.

Champions of Change」のメンバーとしてインド首相に招かれた。.

S.スリニワサン（スリニ）は1993年からコタック・グループに在籍し、現在はKIALを率いている。.

2005年にインド初の不動産ファンドの1つを設立し、18億米ドルを調達・投資するまでに事業を成長させた。また、Kotak Private Equity、Kotak Infrastructure Funds、Kotak Special Situations Fund、Kotak Listed Strategiesも統括している。KIAL全体では、これらの資産クラス全体で約40億6,000万米ドルのファンドを調達している。.

KIAL入社以前は、1995年の設立以来、ゴールドマン・サックスとのコタックの投資銀行合弁事業に参加。2005年までコタック・インベストメント・バンキングの共同責任者として、国内外の大手企業に対し、資金調達、M&A、戦略的売却に関する助言を行った。.

インド商工会議所連合会（FICCI）の外国直接投資とREITに関する政策イニシアチブ委員会およびインド産業連盟（CII）の資本市場に関する小委員会のメンバー。また、王立勅許測量士協会（RICS）の南アジア評価専門家グループ理事会の議長も務める。また、APREAインド支部の共同議長、グローバル不動産協会（GRI）インド支部の運営評議会のメンバーでもある。インド・プライベート・エクイティ＆ベンチャー・キャピタル協会（IVCA）執行委員会メンバー、EMPEAプライベート・クレジット・カウンシルメンバー。.

Asheesh Mohta is a Senior Managing Director and the Head of Real Estate Acquisitions India, based in Mumbai. Since joining Blackstone in 2007, Mr. Mohta has been involved in analyzing real estate investments across the residential, commercial, and hospitality sectors.

Before joining Blackstone, Mr. Mohta worked as Assistant Vice President with the real estate arm of The Chatterjee Group, one of the first private equity investors in India. He was responsible for the treasury and resource raising functions for the group across a pan-Indian portfolio of properties.

Mr. Mohta received a Bachelor’s of Commerce (honours) degree from the University of Calcutta and an MBA from the Indian School of Business.

Hari is responsible for CPP Investments’ Real Estate investments in India and is based out of the Mumbai office. The Real Estate group in India focuses on investments alongside top tier partners in key sectors such as office, retail and industrial.

Prior to joining CPP Investments in 2014, Hari was at Kotak Investment Advisors which is the alternate assets arm of Kotak Bank. He was co- responsible for real estate funds business which had total assets under management of over USD 1Billion, contributed by SWFs and other global LPs. He started his career with CBRE and JLL in the corporate finance business.

Hari holds a MFin from University of Delhi, India and is Member of Royal Institute of Chartered Surveyors, UK.

インド勅許会計士協会のフェローであり、デリー大学ヒンドゥー・カレッジを首席で卒業。30年以上にわたる豊富なキャリアを持ち、グループ企業レベルやさまざまな事業責任者のポジションでリーダーシップを発揮してきた。.

現在、DLFグループの賃貸事業担当副会長兼マネージング・ディレクターとして、インド最大の不動産デベロッパーの賃貸ポートフォリオを管理・統括。インド全土で4,400万平方メートルのオフィススペースと550万平方メートルの小売スペースを有する賃貸ポートフォリオに対し、戦略的方向性とリーダーシップを発揮している。統合型ビジネスモデルの構築に尽力し、ポートフォリオ全体で安全性、持続可能性、ESG、顧客中心主義におけるグローバル・ベンチマークの創出に尽力する意欲的なチームをまとめるとともに、事業計画の達成を保証している。.

アジア太平洋不動産協会インド支部副会長。また、CII不動産・住宅国内委員会のメンバーでもある。.

カタル氏は、インド内外の有名企業で数多くの上級管理職を歴任。.

Mr. Mike Holland is Chief Executive Officer of Embassy Office Parks, India’s first and only listed REIT, sponsored by Embassy Group and Blackstone. Embassy REIT listed on the Bombay Stock Exchange in April 2019. In April 2020, the business had a market capitalisation in excess of USD 3 bn.

Mike has worked in Asia since 1995 and has lived in India for close to two decades. He currently resides in Bangalore. He is also a board member of a number of charitable organizations with a focus on disability and education.

背景

• Gaurav Karnik is Partner with Ernst & Young tax practice in India and is the National Leader for Real Estate sector for EY India and National Leader for Sovereign Wealth Funds and Pension Funds for EY India
• Gaurav joined Ernst & Young in 2002 and is based in Gurgaon.
• He is a Chartered Accountant from Institute of Chartered Accountants of India and also holds a Bachelors degree in Economics from Delhi University
• Fluent in English, Hindi and Marathi

Skills

• Gaurav has more than 20 years of experience in the field of taxation, regulatory matters, and international taxation.
• Handling international taxation issues including,permanent establishment issues and other regulatory issues
• Handling Inbound and Outbound tax advisory related issues and Transaction tax related advisory issues

専門経験

• Advised several US, UK, Singapore based real estate and infrastructure focused private equity funds in structuring their India centric real estate an d infrastructure funds and their specific investments in Indian companies
• Advised several foreign real estate developers with their India real estate strategy and transactions.
• Advised global hospitality chains in establishing presence in India and tax litigation
• Advised global mall developers on their India real estate strategy and restructuring
• Advised developers and funds on potential REIT strategy
• Advising multinational companies on entry strategy, restructuring and setting up offshore tax efficient vehicles
• Advising on regulatory issues in establishing and doing business in India
• Actively involved in inbound and outbound structuring for clients engaged in the automotive, diversified industrial products, infrastructure, real estate companies
• Assisted number of multinational company on their tax disputes with Indian Revenue authorities
• Advising on international tax issues including permanent establishment issues in India
• Assisted various funds with tax due diligence in India
• Assisted domestic companies in outbound investments and group restructuring
• Assisted real estate industry associations such as APREA, FICCI etc with representation REIT, GST to the Ministry of Finance and SEBI
   

Tel +91 (0)12 4464 4032
Mobile +91 (0)98 11214668
Fax +91 (0)12 4464 4050
電子メール gaurav.karnik@in.ey.com 

Amit Mathur is a senior investment professional at GIC Real Estate. As a founding member of the GIC RE investment management team in India, he has been deeply involved in driving the investment focus and strategy for India real estate. 

Amit has 22 years of experience in real estate development and investment management.  Prior to GIC, Amit has worked with Kotak Realty Fund, Ascendas, K Raheja Corp and Shapoorji Pallonji Group.  Amit has led some pioneering investments at GIC and earlier in his career.  

Amit is a Bachelor of Architecture with post-graduate qualifications in Management (MBA) from the University of Sheffield.

Mr. Rahul Rai is with ICICI Prudential AMC Ltd and heads the management of third party close ended funds that invest in real estate projects and pre-leased offices. Rahul has over25 years of experience of which the past 16 years have been specialized on Indian real estate sector and includes expertise across all real estate asset classes and cities.  

Prior to ICICI Prudential, Rahul was with SUN-Apollo Real Estate Advisors as Principal  and before that he has worked with Ernst and Young and Arthur Andersen. 

Rahul is a member of Institute of Chartered Accountants of India and has done his graduation in Commerce from the Bombay University. 

ゴータムは1987年に公認会計士の資格を取得し、大手会計・税務コンサルティング会社2社で勤務した後、自身が設立した独立系事務所で12年以上にわたり長年にわたり活躍しました。2003年9月にPwCにパートナーとして入社し、以来、2015年7月から2020年12月までインドの税務・規制業務を率いるなど、様々な役職を歴任しました。それ以前は、西インドにおける税務・規制業務と金融サービスの税務・規制グループを率いていました。また、インドにおいてPwCの資産運用部門のリーダーも務めました。現在は、インド最大級のコングロマリットの一つであるPwCのグローバルリレーションシップを率いています。.

長年にわたり、Gautam は幅広いサービスにわたって多国籍企業や国内のクライアントと連携し、複数の分野にわたる 30 年以上の多様な経験を持っています。.

ゴータム氏は現在、インド証券取引委員会（SEBI）の代替投資政策諮問委員会、およびREITおよびInvITを扱うSEBI HySec委員会の委員を務めています。また、地域不動産業界団体であるAPREAのインド支部の理事、およびCIIプライベート・エクイティ委員会の委員も務めています。さらに、米国商工会議所、インド産業連盟の全国直接税委員会、インド勅許会計士協会の専門家諮問委員会の委員も務めています。.

ガウタムは法学と財務管理の大学院学位を取得しており、インド公認会計士協会の会員でもあります。.

バイラヴ氏は、不動産、インフラ、プライベートエクイティの分野において、インドおよび多国籍企業への多様なアドバイザリー業務経験を有しています。資格取得後、20年以上にわたり、取引および税務アドバイザリー業務に携わってきました。特に過去17年間は、不動産分野に注力してきました。.

バイラヴは、不動産会社に対し、投資ストラクチャリングやグループ再編を含む複雑なプロジェクトにおいて助言を提供してきました。その豊富な経験を活かし、業界および規制当局におけるREIT/InvITに関する議論にも幅広く関与してきました。取引および企業再編分野において、以下のような多様な案件を担当してきました。

• 不動産ファンド構造の開発と投資の完了
• 再開発プロジェクト（SRAおよび社会再開発プロジェクトを含む）
• 入札ストラクチャリング、プライベートエクイティファンディング、シンガポールBT上場M＆Aの再編、インバウンドアドバイザリーなどのインフラスペース

バイラヴ氏はムンバイ大学で商学の学位を取得しており、2002年からインド公認会計士協会の会員です。さまざまなフォーラムで不動産関連の話題について定期的に講演し、いくつかの新聞、雑誌、ビジネスニュースチャンネルに記事やインタビューを寄稿しています。.