AVCJ Private Equity & Venture Forum 2022

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

LIVE Broadcast & In Person
Four Seasons Hotel, Singapore & Online

08.00 - 08.50
SGT

Registration

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?
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?
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

14.30 - 16.00
SGT

Roundtable discussions

  • Co-investment: How to become a value-added partner
  • Embracing the 3Cs of ESG – Compliance to the new EU Taxonomy, ESG Communications, and COP27 implications
  • Secondaries: Separating the attractive from the down-right risky
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

10.30 - 11.00
SGT

Networking coffee break

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
13.15 - 14.15
SGT

Networking lunch

14.15 - 15.00
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?
18.00 - 18.15
SGT

Closing remarks

18.15 - 19.00
SGT

Gala cocktail reception (Venue: Crescent Ballroom & Foyer - 2/F)

M&A Technology Partner

19.00 - 22.00
SGT

Gala dinner (Venue: Four Seasons Ballroom - 2/F)

Sponsored by

08.00 - 09.00
SGT

Registration

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?
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