The document provides details of the "Alternative Financing – Infrastructure (Beyond the Obvious)" conference being planned by Edelweiss. The conference aims to create awareness about yield companies and investment opportunities in Indian infrastructure for US pension funds. It will involve presentations by Edelweiss and Wells Fargo on yield companies and case studies, as well as panels discussions with corporates, regulators, and funds. ET Now will provide live coverage from the event venue. A social media campaign and media plan are also outlined. The estimated budget for the 150-person conference is 16 lakhs.

1. Strictly Private and Confidential
Alternative Financing – Infrastructure (Beyond the Obvious)
Event - Edelweiss YieldCo. and Pension Funds Conference
LOB - Investment Banking
Business: Subahoo Chordia & Anant Kharad, Sumit Dawra
Approvers: Subahoo Chordia & Vikas Khemani
Overall Project Manager: Bhavisha Jogi
May 8, 2015

2. 2
Index
Sr. No. Particulars Slide No.
1 Project Overview 3
2 Alternative Financing – Infrastructure
Plan
4
3 Alternative Financing – Infrastructure
Conference
5
4 Alternative Financing – Infrastructure
Event Flow
6
5 Collaterals for conference 7
6 Media Plan 8
7 Social Media update 9
8 Overall Budget 10

3. 3
Objective: Create awareness for the following
 Yield Co. is a structure in which companies which hold operating high cash flow assets, can fold
such assets into an entity which will be eventually listed in the US Capital markets. This kind of
structuring will provide high yield to the investors. The purpose of the conference is to educate the
Indian corporate on this concept and help them provide a path to access this kind of structure
 Another important objective is to spread awareness on the investment opportunities in India for
Pension Funds and Infra Funds in the US. We will be specifically focussing on infrastructure and
related assets.
Target Audience:
Large Indian Corporate’s in the following sectors:
 Renewables
 T&D
 O&G
Insurance Companies (Domestic Pvt. And LIC), Pension Funds (US and Canada), Domestic and
International Funds (Who have asset exposure or intend to have asset exposure in India) & Legal
and Tax Consultants
Business Stakeholders:
SPOC: Sumit Dawra & Anant Kharad
Approvers: Subahoo Chordia & Vikas Khemani
Project Overview

4. 4
Alternative Financing – Infrastructure Plan
Sr. No. Activity Description Status Responsibility
1 Name for Conference Name, Logo unit & Invite Mailer Done Arjun &
Bhavisha
2 Event Collaterals Standee, Backdrop & Stage
Setup
WIP Arjun &
Bhavisha
3 Edelweiss Yield Co. and
Pension Funds
Conference
Conference followed by Lunch
& Hi Tea
Scheduled for
25rd June, 2015
Bhavisha &
Rajesh
4 PR Electronic and print event
coverage
WIP Revathi
5 Social Media Update on Twitter & LinkedIn Scheduled for
24th June, 2015
Bhavisha

5. 5
Activity – Conference followed by Lunch & Hi Tea Date – 25th June, 2015
Venue – Trident, BKC
Event – Business Conference Approx Budget – 16Lacs
Alternative Financing – Infrastructure Conference
Elements Timelines Responsibility Update
Name & logo 6th May, 2015 Arjun, IB Team Done
Event check list 6th May, 2015 Bhavisha & IB Team Done
Invitation design 15th May, 2015 Arjun , Bhavisha, IB Team Done
Invitation follow up 11th June, 2015 Sumit Dawra & Anant Kharad Done
Invitation confirmation 22nd June, 2015 Sumit Dawra & Anant Kharad Done
Hotel booking & cost approval 10th May, 2015 Bhavisha, Rajesh, IB Team Done
Setup cost approval 12th May, 2015 Bhavisha, Rajesh, IB Team Done
Collaterals artwork 23rd June, 2015
Arjun, Bhavisha, Rajesh, IB
Team WIP

6. 6
Current Event Flow
Sr No. Agenda Timing
1) Opening Speech by a ministry stalwart (Eg: Mr. Piyush Goyal)
2) Edelweiss Presentation:
- Cover note by Mr. Rashesh Shah / Mr. Vikas Khemani
- Discuss about need and scope of YieldCo., and newer avenues for fund raise in the
energy space
- Talk about Edelweiss and Wells Fargo Partnership
3) Joint Presentation by Wells Fargo and Edelweiss
- Topics: Yield Co. & Pension Funds (if poss)
- Case Studies
4)
Discussion on Legal and Tax Structuring and their implications for the newer structures
discussed before
5) Panel Discussion on YieldCo., Need of Pension Funds, InvITs
- Corporates (Renewable, T&D and O&G cos)
- Legal and Tax Reps
- Wells Fargo (May also get their FSG reps)
- Edelweiss to moderate the discussion
6) One-to-One discussions
- Wells Fargo with Regulators, PSUs
- Wells Fargo with Insurance Cos.
- Wells Fargo with select corporates
- Investors with select corporates

7. 7
Collaterals in Conference
Door Posters
Name Tags
Invite - highlightInvite – Save the Date
Name Tags
Registration Standee

8. 8
Electronic Partnership with ET Now
Nikunj Dalmia, Markets Editor, ET Now will anchor the 8- 10:30 am show live from the conference venue.
8:00 – 8:15 am: Nikunj interviews Vikas Khemani at the conference background; interview starts with Vikas walking into the
conference hall.
8:45 am-9:00 am: Nikunj interviews Rashesh Shah
12 noon-Interaction with Subahoo Chordia
Piyush Goyal one on one interview with Nikunj /Live dip into live address at 10:15 am
5 pm - Live dip into Jayant Sinha's address
Panel Discussion-Depending on the time availability they will dip into the panel discussions
*Live dip into Suresh Prabhu interview -Yet to be confirmed
Promos:
Promos from tomorrow, Tuesday 23rd June..Promo will show Rashesh Shah, Vikas Khemani,
Corporate wish list for interviews: (live or recorded)
Care Ratings-D R Dogra, MD; Sadbhav-Nitin R Patel, ED; Inox Wind-Deepak Asher, Director; ONGC Videsh-S P Garg-Director;
NTPC-K Baiswal, Director Finance; Birla SunLife-Sashi Krishnan, CIO; Argonaut-Rahul Mehta, MD
Baring Asia-Ashish Agarwal, Director; Temasek-R Venkatesh, Director
One-on-Ones with key financial publications-Business Standard/Business Today
Financial Publications/Mainline Dailies/Business Magazines/Wires and Trade publications to be invited to the
conference
Media Plan

9. 9
Twitter
24th June 2015
• Conference is tomorrow update
25th June 2015
• Start of conference update
• Key notes by Rashesh Shah & Vikas khemani
• Key notes by ministers (Suresh Prabhu, Piyush Goyel & Jayant Sinha)
• Group Picture – after party
LinkedIn update
• Edelweiss hosting conference for 150 corporate, 80 funds… with conference picture
• Coverage in Leading Newspaper, Updating one of its kind conference by Edelweiss on 26th June 2015
Social Media plan

10. 10
Costing for conference
Particulars Amount
Hotel including tentative liquor costing 8,00,000
12 Meeting Rooms 2,48,000
Event Costing 2,70,000
Flowers 30,000
Event collatrals 25,000
VC for Suresh Prabhu 2,20,000
2 backup Innova 5,000
Total 15,98,000
Cost is for 100 pax, excluding taxes