India offers multiple and markedly different paths to private-market returns, spanning venture and growth equity, buyouts, private credit, special situations, infrastructure and real estate among others. Bringing together GPs and LPs, this panel will examine where risk-adjusted alpha is emerging across the capital stack, how investors should construct and sequence their India exposure, and what will distinguish enduring performance from cyclical opportunity. The discussion will also address manager selection, valuations, liquidity and distributions and the proof points required for India to become a larger, through-cycle allocation within global institutional portfolios.
Key themes:
One market, multiple return pools: Where alpha is emerging across venture, growth, private equity, credit, infrastructure and real assets.
Returns beyond headline IRR: Greater attention to DPI, cash yield, liquidity, loss ratios and consistency across cycles.
The evolving exit environment: Public markets, strategic sales, sponsor-to-sponsor transactions, secondaries and structured liquidity.
Risk-adjusted opportunity: Pricing governance, currency, duration, regulatory and execution risks into return expectations.
From tactical to strategic: What would make India a larger, repeat and through-cycle institutional allocation.
Speakers:
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Doug Coulter
Partner, Co-Head of Private Equity, Asia-Pacific, LGT Capital Partners
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Kevin A. Edwards
Managing Director, Investments, Carnegie Mellon University
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Mingchen Xia
Managing Director, Co-Head of Asia Investments, Hamilton Lane
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S. Sriniwasan (Srini)
Managing Director, Kotak Alternate Asset Manager
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Vishal Gupta
Partner, Bessemer Venture Partners
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Rajat Tandon
President, IVCA (Moderator)
