• 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?

• 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?

• 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?

• 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?

• 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?

• 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?

• 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?

• 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?

• 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? 

• 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?

• 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?

• 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?

• 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?

• 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?

• 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?

• 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?

• 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? 

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

• 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?

• 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?

• 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?

• 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?

• 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?

• 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?

• 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?

• 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?

• 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?

M&A Technology Partner

Datasite

https://www.datasite.com

Datasite is a leading SaaS provider for the M&A industry, empowering dealmakers around the world with the tools they need to succeed across the entire deal lifecycle. For more information, visit www.datasite.com

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Sponsored by

Affinity Equity Partners

http://www.affinityequity.com/

Affinity Equity Partners is an independently owned private equity fund managers established in March 2004 following the spin-off of the UBS Capital Asia Pacific team, the successful private equity arm of UBS AG in the region.  Affinity raised its fifth fund of US$6.0 billion in December 2017.  Affinity currently advises and manages approximately US$14 billion of funds and assets, making it one of the largest independent financial sponsors in the region. Affinity operates out of 6 offices: Hong Kong, Singapore, Seoul, Sydney, Beijing and Jakarta.

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• 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?

• 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?

• 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?

• 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?

• 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?

• 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?

• 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?

• 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?

• 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?