- VC Summit (15 Nov)
- PE Leaders Summit (15 Nov)
- LP Summit (15 Nov)
- Investment Summit (16 Nov)
- Investment Summit (17 Nov)
-
08:15
Registration
-
08:50
Opening remarks
-
09:00
Opening address
-
09:30
Asian private equity: Reward versus perceived risk
- Is Asia’s fundamental appeal as an investment destination changing?
- How are GPs adapting their strategies and investment theses?
- What internal capabilities are required to deliver outperformance?
- Has 2022 delivered on expectations? What is the outlook for 2023?
-
10:30
Networking coffee break
-
11:00
Southeast Asia: From strength to strength
- Is investment performance living up to investment hype?
- What characteristics define a truly pan-Southeast Asian start-up?
- How are the exit options for VC investors evolving?
- To what extent are comparisons to tech ecosystems in China and India instructive?
-
11:45
SaaS sensations: The rise of B2B services in Asia
- What are the major contributing factors to the rise of enterprise services?
- How does the Asia B2B story differ from the global B2B story?
- What challenges do Asian SaaS start-ups face in becoming truly global?
- How do robust revenue growth and valuations translate into liquidity?
-
12:30
Executive address (Joint session with the Private Equity Leaders’ and Venture Capital summits)
-
13:00
Networking lunch
-
14:00
China: Unprecedented uncertainty
- How has regulatory upheaval impacted investor risk appetite?
- What remains attractive and viable in the B2C space?
- Which investment theme has the most potential – SaaS, biotech, or sustainability?
- What must happen for China VC fundraising to regain momentum?
-
14:45
Crypto: Making sense of the landscape
- How are VC investors addressing the crypto winter?
- Which area will produce meaningful returns first – exchanges, NFTs, metaverse, or defi?
- How do mainstream GPs get comfortable with investing in tokens?
- What are the main obstacles to introducing a dedicated web3 fund or strategy?
-
15:30
Exits: Questions around liquidity
- Can Asian start-ups thrive without relying on the US IPO market?
- What does a downturn mean for industry consolidation and M&A?
- When – and where – do SPAC mergers represent a workable exit option?
- What are the options in terms of alternative liquidity solutions?
-
16:15
Networking coffee break
-
16:30
Asian venture capital: Staying the course
- From post-pandemic high to public markets low – how has tech investment changed?
- Are portfolio companies being prepared for a new normal?
- Is it becoming harder for VCs to raise growth-stage or opportunity funds?
- What are the key ‘beyond-B2C’ trends in business services, hard-tech, and deep-tech?
-
17:15
Institutional takeaways: Addressing Asia’s challenges
- How do you pitch the Asia opportunity to investment committees?
- What are the implications for LPs of extended – or failed – fundraising processes?
- Is now the time to lean or pursue greater diversification across the region?
- How do partnerships with GPs in Asia differ from those elsewhere?
-
18:00
Close of summit
-
18:15
Cocktail reception
-
08:00
Registration
-
08:50
Opening remarks
-
09:00
Opening address
-
09:30
Asian private equity: Reward versus perceived risk
- Is Asia’s fundamental appeal as an investment destination changing?
- How are GPs adapting their strategies and investment theses?
- What internal capabilities are required to deliver outperformance?
- Has 2022 delivered on expectations? What is the outlook for 2023?
-
10:30
Networking coffee break
-
11:00
Portfolio management: Big picture to small picture
- How do you manage portfolio company data and measure performance?
- What portfolio monitoring systems should you employ for metrics and reporting?
- What has been the enduring impact of COVID-19 on speed and detail of reporting?
- What sorts of information are LPs asking for that they weren’t before?
-
11:45
Fundraising: Picking the moment to strike
- In an increasingly bifurcated market, how are GPs re-thinking timing and positioning?
- How can technology be utilised to make fundraising more efficient?
- What constitutes best practice for ongoing investor relations engagement?
- How does dialogue on ESG in Asia differ to the US and Europe?
-
12:30
Executive address (Joint session with the Private Equity Leaders’ and Limited Partners summits)
-
13:00
Networking lunch
-
14:00
Due diligence: Staying ahead of the curve
- In what ways is geopolitics factored into risk assessment?
- How do GPs establish whether an asset is truly defensive or resilient?
- Is there enough investment in technology-enabled due diligence?
- What approaches are taken to evaluating digital transformation?
- What de-risking approaches can be done prior to finalizing a transaction?
-
14:45
Fund formation: Building strong foundations
- Which fund domiciles are most appealing and why?
- To what extent are GPs consolidating the operations in single jurisdictions?
- How are terms and conditions evolving in ways that are LP friendly?
- From permanent capital to tokenisation – what’s funkiest in fund structuring?
-
15:30
Viable valuations: The roadmap to best practice
- Is there a lack of standardisation in valuation methodology in Asia?
- What regulatory and execution considerations should be factored into valuations?
- How often do VCs apply illiquidity discounts to unicorn valuations?
- What kind of business model idiosyncrasies warrant a different approach to valuation?
-
16:15
Networking coffee break
-
16:30
Asian venture capital: Staying the course
- From post-pandemic high to public markets low – how has tech investment changed?
- Are portfolio companies being prepared for a new normal?
- Is it becoming harder for VCs to raise growth-stage or opportunity funds?
- What are the key ‘beyond-B2C’ trends in business services, hard-tech, and deep-tech?
-
17:15
Institutional takeaways: Addressing Asia’s challenges
- How do you pitch the Asia opportunity to investment committees?
- What are the implications for LPs of extended – or failed – fundraising processes?
- Is now the time to lean or pursue greater diversification across the region?
- How do partnerships with GPs in Asia differ from those elsewhere?
-
18:00
Close of summit
-
18:15
Cocktail reception
-
08:00
Registration
-
08:50
Opening remarks
-
09:00
Opening address
-
09:30
Asian private equity: Reward versus perceived risk
- Is Asia's fundamental appeal as an investment destination changing?
- How are GPs adapting their strategies and investment theses?
- What internal capabilities are required to deliver outperformance?
- Has 2022 delivered on expectations? What is the outlook for 2023?
-
10:30
Networking coffee break
-
11:00
Approaching Asia: Digging deep on portfolio construction
- What are the biggest obstacles to investing in Asia?
- Are core expectations changing in response to the macro environment?
- How does appetite for certain markets or strategies vary based on the cycle?
- Which risk factors have the most influence on portfolio construction?
-
11:45
In-depth: The practicalities of private markets programmes
- How have re-ups in GPs returning to market early disrupted allocation plans?
- What are investment committees asking now that they weren’t 18 months ago?
- To what extent is ESG becoming a dominant factor in due diligence?
- Team size, structure, skillsets – what is required to build a top portfolio?
-
12:30
Executive address (Joint session with the Private Equity Leaders’ and Venture Capital summits)
-
13:00
Networking lunch
-
14:00
Plenary address: Diversity and inclusion
-
14:30
Roundtable discussions
- Crypto investing: What web3, metaverse, and NFTs mean for LPs
- Co-investment: How to become a value-added partner
- ESG: Must-have changes in reporting and standardisation
- Secondaries: Separating the attractive from the down-right risky
-
16:00
Networking coffee break
-
16:30
Asian venture capital: Staying the course
- From post-pandemic high to public markets low – how has tech investment changed?
- Are portfolio companies being prepared for a new normal?
- Is it becoming harder for VCs to raise growth-stage or opportunity funds?
- What are the key ‘beyond-B2C’ trends in business services, hard-tech, and deep-tech?
-
17:15
Institutional takeaways: Addressing Asia’s challenges
- How do you pitch the Asia opportunity to investment committees?
- What are the implications for LPs of extended – or failed – fundraising processes?
- Is now the time to lean or pursue greater diversification across the region?
- How do partnerships with GPs in Asia differ from those elsewhere?
-
18:00
Close of summit
-
18:15
Cocktail reception
-
08:00
Registration
-
08:50
Opening remarks
-
09:00
Keynote interview
-
09:30
Global leaders: Will private markets continue to deliver?
- Why are investors still allocating to private markets?
- How are macro pressures impacting deal-making and portfolio management?
- To what extend is ESG transforming the global private equity industry?
- What are the prospects for Asia versus other markets?
-
10:30
Networking coffee break
-
11:00
Plenary address
-
11:30
Asia buyouts: Adapting to circumstance
- Valuations in the large-cap space – is 20x no longer the new 15x?
- Do the traditional defensive industries still retain their appeal?
- What sorts of teams or skillsets will thrive in the current environment?
- Which liquidity options are the most viable right now?
-
12:25
Asian middle market: Finding and realising value
- Which themes will come to define the ‘great buying opportunity’?
- What is the optimal middle market fund size and how easy is it to raise?
- How is digitalisation transforming origination, execution, and value creation?
- What kind of expertise is required to thrive in the middle market?
-
13:15
Networking lunch
-
14:15
Track 1: Southeast Asia: Diverse geographies, common threads
- How can Southeast Asia take advantage of uncertainty regarding China?
- Technology aside, is the opportunity set being communicated effectively?
- How do GPs identify and execute on concepts that are relevant region-wide?
- Does Southeast Asia still have a liquidity generation problem?
-
14:15
Track 2: Global venture: The view from the top
- Which verticals have the most potential in a post-pandemic world?
- Are investors approaching due diligence and risk assessment in a different way?
- To what extent can deal structuring avert down rounds?
- Where will liquidity come from in the absence of IPOs?
-
15:00
Fireside chat
-
15:30
Networking coffee break
-
16:00
Track 1: China: Making the case for conviction
- Has the China opportunity set fundamentally changed?
- Buyouts, turnarounds, and control – how do GPs map out the future?
- How much pressure is there to deliver returns and what can be done about it?
- What is the best way to pitch a China fund to LPs in the current environment?
-
16:00
Track 2: Special situations: New opportunities, new playbooks
- Is now finally the time for distress strategies?
- Which geographies and sectors are most attractive?
- What are the prevalent trends in transaction structuring?
- Can global investors become suitably localised for special situations in Asia?
-
17:00
Institutional investors: Of optimisation and consolidation
- How is the LP-GP dynamic in 2022 different from 2021?
- What impact are inflation and interest rates having on allocation decisions?
- Is portfolio consolidation producing the desired results?
- Where do GPs most often fall short of LP expectations on ESG?
-
18:00
Closing remarks
-
18:15
Gala cocktail reception
M&A Technology Partner
-
19:00
-
08:00
Registration
-
09:00
Opening keynote address
-
09:30
Value creation: Emphasising growth and resilience
- Is the concept of a standardised value creation playbook still relevant?
- How should GPs be positioning companies to ride out a downturn?
- What constitutes best practice in technology-enabled transformation?
- Which operating partner model works best in Asia?
-
10:30
Networking coffee break
-
11:00
Track 1: Japan: An oasis of stability in a world of chaos?
- Which sectors are generating the most interesting deal flow?
- What are the major operational challenges presented by corporate carve-outs?
- How do middle-market GPs differentiate their value proposition?
- Is it difficult to find the right talent with the right skillsets?
-
11:00
Track 2: India: Still teetering on the cusp of greatness
- What are the prospects for growth-stage technology investments?
- How are GPs addressing volatile financial markets and limited IPO opportunities?
- What will define the next generation of business services success stories?
- Is the traditional basket of target sectors getting shaken up?
-
11:45
Track 1: Private credit: A time for creative solutions
- What do geopolitical uncertainty and macro pressure mean for deal flow?
- Which credit strategies will flourish in Asia over the next five years?
- What impact does a downturn have on the structuring of downside protection?
- How are credit managers approaching localisation in Asia?
-
11:45
Track 2: Healthcare: A reputation for reliability
- Has COVID-19 changed the Asia healthcare opportunity?
- How is technology transforming drug development, devices, and services?
- Are investors reassessing early-stage risk in areas like China biotech?
- What sorts of healthcare assets are easiest to exit?
-
12:30
Track 1: Exits: Navigating the road to liquidity
- Which sectors are most IPO-friendly and which exchanges make most sense?
- Have global trade buyers overcome their pandemic-driven wariness?
- What creative methods are being employed to meet liquidity needs?
- Has there really been a re-set on expectations out of Asia?
-
12:30
Track 2: PE and infrastructure: Increasingly blurred lines
- Why are core-plus infrastructure funds reaching into the private equity space?
- Are structural trends strong enough to sustain this in the face of cyclical headwinds?
- Are infrastructure GPs staffing up to address PE-style operational challenges?
- What is the LP response to private equity and infrastructure overlap?
-
13:15
Networking lunch
-
14:15
Technology: Consolidation, scale, and profit
- How have the priorities of growth-stage technology investors changed?
- Is scale-at-any-cost still a viable strategy for B2C companies?
- Which sub-sectors are demonstrating the most promise?
- Will industry consolidation drive M&A exits at the expense of IPOs?
-
15:00
Private wealth: Education-based fundraising initiatives
- What should GPs be mindful of when working with private wealth platforms?
- How should access be structured in the absence of semi-liquid products?
- What are the best ways to approach investor education?
- How can GPs leverage the broader networks of HNWI investors?
-
15:45
Close of summit
Confirm cancellation
Something went wrong.
An error occurred trying to play the stream. Please reload the page and try again.
CloseSign-up to join the ION Analytics Community to:
- Register for events
- Access market insights
- Download reports