- PE Leaders Summit (15 Nov)
- VC Summit (15 Nov)
- LP Summit (15 Nov)
- Investment Summit (16 Nov)
- Investment Summit (17 Nov)
08.00
- 08.50
SGT
Registration
08.50
- 09.00
SGT
09.00
- 09.25
SGT
Opening interview
(Joint session with the Venture Capital and Limited Partners’ Summits)
09.25
- 09.50
SGT
09.50
- 10.50
SGT
Asian private equity: Reward versus perceived risk (Joint session with the Venture Capital and Limited Partners’ Summits)
- 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?
10.50
- 11.10
SGT
Networking coffee break
11.10
- 11.55
SGT
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?
11.55
- 12.40
SGT
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?
12.40
- 13.00
SGT
13.00
- 14.00
SGT
Networking lunch
14.00
- 14.45
SGT
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
- 15.30
SGT
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
- 16.15
SGT
Asia secondaries: Continuations and conundrums
- Have valuations settled to the point where transactions are progressing?
- Which markets are most active in terms of fund restructurings?
- How can investors get comfortable with growth-stage technology exposure?
- What level of appetite is there for single asset continuation funds?
16.15
- 16.30
SGT
Networking coffee break
16.30
- 17.15
SGT
Asian venture capital: Staying the course (Joint session with the Venture Capital and Limited Partners’ Summits)
- 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
- 18.00
SGT
Institutional takeaways: Addressing Asia’s challenges (Joint session with the Venture Capital and Limited Partners’ Summits)
- 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
- 18.15
SGT
Close of summit
18.15
- 22.00
SGT
Cocktail reception (Venue: Crescent Ballroom & Foyer - 2/F)
Sponsored by:
08.00
- 11.10
SGT
Joint session with the PE Leaders’ Summit and Limited Partners’ Summits
- 08.00 - 08.50: Registration
- 08.50 - 09.00: Opening remarks
- 09.00 - 09.25: Opening interview
- 09.25 - 09.50: Fireside chat
- 09.50 - 10.50: Asian private equity: Reward versus perceived risk
- 10.50 - 11.10: Networking coffee break
11.10
- 11.55
SGT
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?
11.55
- 12.40
SGT
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?
12.40
- 13.00
SGT
Joint session with the PE Leaders’ Summit and Limited Partners’ Summits
- 12.40 - 13.00: Executive address
13.00
- 14.00
SGT
Networking lunch
14.00
- 14.45
SGT
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
- 15.30
SGT
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
- 16.15
SGT
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
- 16.30
SGT
Networking coffee break
16.30
- 22.00
SGT
Joint session with the PE Leaders’ and Limited Partners’ Summits
- 16.30 - 17.15: Asian venture capital: Staying the course
- 17.15 - 18.00: Institutional takeaways: Addressing Asia’s challenges
- 18.00 - 18.15: Close of Summit
- 18.15 - 22.00: Cocktail reception
08.00
- 11.10
SGT
Joint session with the PE Leaders and Limited Partners’ Summits
- 08.00 - 08.50: Registration
- 08.50 - 09.00: Opening remarks
- 09.00 - 09.25: Opening interview
- 09.25 - 09.50: Fireside chat
- 09.50 - 10.50: Asian private equity: Reward versus perceived risk
- 10.50 - 11.10: Networking coffee break
11.10
- 11.55
SGT
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?
11.55
- 12.40
SGT
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?
12.40
- 13.00
SGT
Joint session with the PE Leaders’ and Venture Capital Summits
- 12.40 - 13.00: Executive address
13.00
- 14.00
SGT
Networking lunch
14.00
- 14.30
SGT
14.30
- 16.00
SGT
16.00
- 16.30
SGT
Networking coffee break
16.30
- 22.00
SGT
Joint session with the PE Leaders and Limited Partners’ Summits
- 16.30 - 17.15: Asian venture capital: Staying the course
- 17.15 - 18.00: Institutional takeaways: Addressing Asia’s challenges
- 18.00 - 18.15: Close of Summit
- 18.15 - 22.00: Cocktail reception
08.00
- 09.00
SGT
Registration
09.00
- 09.10
SGT
09.10
- 09.30
SGT
09.30
- 10.30
SGT
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 extent is ESG transforming the global private equity industry?
- What are the prospects for Asia versus other markets?
10.30
- 11.00
SGT
Networking coffee break
11.00
- 11.30
SGT
11.30
- 12.25
SGT
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
- 13.15
SGT
Asian middle market: Finding and realising value
- Which themes will come to define the ‘great buying opportunity’?
- What are the trends in middle market fund raising?
- How is digitalisation transforming origination, execution, and value creation?
- What types of ESG activities are required to thrive in the middle market?
13.15
- 14.15
SGT
Networking lunch
14.15
- 15.00
SGT
Track 1: Southeast Asia: Diverse geographies, common threads (Venue: Four Seasons Ballroom - 2/F)
- 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?
15.00
- 15.30
SGT
15.30
- 16.00
SGT
Networking coffee break
16.00
- 17.00
SGT
Track 1: China: Making the case for conviction (Venue: Four Seasons Ballroom - 2/F)
- 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
- 17.00
SGT
17.00
- 18.00
SGT
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
- 18.15
SGT
Closing remarks
18.15
- 19.00
SGT
08.00
- 09.00
SGT
Registration
09.00
- 09.30
SGT
09.30
- 10.30
SGT
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
- 11.00
SGT
Networking coffee break
Networking Lounge: Temasek Rooms 1,2,3 / Club Boardroom (by reservation)
Multi-purpose Room: 3/F (open for all AVCJ Forum Delegates)
11.00
- 11.45
SGT
Track 1: Japan: An oasis of stability in a world of chaos? (Venue: Four Seasons Ballroom - 2/F)
- 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
- 11.45
SGT
11.45
- 12.30
SGT
Track 1: Private credit: A time for creative solutions (Venue: Four Seasons Ballroom - 2/F)
- 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
- 12.30
SGT
12.30
- 13.15
SGT
Track 1: Exits: Navigating the road to liquidity (Venue: Four Seasons Ballroom - 2/F)
- 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
- 13.15
SGT
13.15
- 14.15
SGT
Networking lunch
14.15
- 15.00
SGT
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
- 15.45
SGT
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
- 16.00
SGT
Close of summit
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