35th AVCJ Private Equity & Venture Forum

Asia's premier private equity & venture event for the last 35 years

Four Seasons Hotel, Singapore & Online

  • 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

    1. Crypto investing: What web3, metaverse, and NFTs mean for LPs
    2. Co-investment: How to become a value-added partner
    3. ESG: Must-have changes in reporting and standardisation
    4. 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

    Gala dinner

    Sponsored by

  • 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