16
Nov
Investment Summit Track 1
Venue: Four Seasons Ballroom - 2/F
Multi-purpose Room: 3/F (open for all AVCJ Forum Delegates)
Speaker Lounge: Autumn Chrysanthemum - 2/F
-
Agenda08.00 - 09.00SGT
Registration
09.00 - 09.10SGT09.10 - 09.30SGT09.30 - 10.30SGTGlobal 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 - 11.00SGTNetworking coffee break
11.00 - 11.30SGT11.30 - 12.25SGTAsia 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 - 13.15SGTAsian 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 - 14.15SGTNetworking lunch
14.15 - 15.00SGTTrack 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 - 15.30SGT15.30 - 16.00SGTNetworking coffee break
16.00 - 17.00SGTTrack 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 - 17.00SGT17.00 - 18.00SGTInstitutional 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 - 18.15SGTClosing remarks
18.15 - 19.00SGTGala cocktail reception (Venue: Crescent Ballroom & Foyer - 2/F)
M&A Technology Partner
Loading feed
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
Confirm cancellation
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