AVCJ Private Equity & Venture Forum 2023
Asia's premier private equity & venture event for the last 36 years
LIVE Broadcast & In Person
Four Seasons Hotel, Hong Kong & Online
13
Nov
Energy transition and the circular economy
Energy transition is viewed as the best opportunity set for private equity in a generation, with annual investment on the road to net zero expected to be in the US$ trillions for the next 20+ years. Depending on their investment mandate and competence, GPs need to decide how to approach such an opportunity and where best to build a platform and expertise. With the energy transition shift coming with its fair share of challenges, our expert panel will discuss how, where and when to invest.
- What are the energy transition opportunities in the region, and which sectors and geographies hold the most promise on the road to net zero?
- How are GPs setting and implementing net zero targets and strategies?
- Are we seeing a rise of circularity assessments impacting investment decisions?
- How to overcome the challenges of decarbonisation?
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SpeakersRobin Ganguly Global Executive Editor Infralogic
Stefano Ghezzi Director, Infrastructure & Natural Resources Asia Pacific ONTARIO TEACHERS' PENSION PLAN
James Tam Partner BAIN CAPITAL
Maggie Ye Director NIO CAPITAL
Sharon Yang Director, Climate KKR
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Robin oversees global editorial and research coverage for Infralogic. A 24-year news veteran, with 16 of them spent editing financial news, Robin has worked for some of the world's leading news outlets, including The Wall Street Journal, Dow Jones Newswires and Bloomberg. He has been a regular on live television, commenting mainly on Chinese government and central bank policy. At Infralogic, he is responsible for daily news coverage and analysis written by a team of journalists spread across the globe, including the Americas, EMEA and the Asia-Pacific region.
Stefano Ghezzi joined OTPP in 2017 and is member of the Infrastructure and Natural Resources team based in Singapore covering the infrastructure and renewable sectors across Asia Pacific. During his time at OTPP Stefano has been involved in investments globally including the recent acquisitions of Caruna Networks, SGI and IDEAL, amongst others. Prior to joining Ontario Teachers', Stefano worked in the infrastructure and energy group at Citigroup and in derivatives trading at Commerzbank in London.
Stefano holds a M.Sc. in Finance from Warwick Business School and a B.Sc. in Economics from Universita' Cattolica del Sacro Cuore in Milan.
Mr. James Tam has over 25 years of experience in investments and corporate finance. He joined Bain Capital in 2019, and is currently a Partner in the Private Equity team focusing on Greater China. Prior to joining Bain Capital, Mr. Tam was the Head of Asia Pacific Mergers & Acquisitions at Morgan Stanley.
Mr. Tam is now responsible for leading and managing Bain Capital Private Equity's investments in the industrials and new energy sectors, and he is currently a board director at EcoCeres Inc. and Vitalink Technology. He also has extensive experience in advising on multiple landmark cross-border M&A transactions over the past decade.
Mr. Tam graduated from the University of Chicago with B.A. in Economics and M.A. in International Relations in 1998
Ms. Ye is Director of NIO Capital, leading the firm’s USD investor relations, ESG strategy, as well as horizontal portfolio management. Since joining the firm in 2017, Ms. Ye played an instrumental role in setting up the USD fund series of NIO Capital. She also takes charge of the firm’s initiatives on ESG practice as a member on the ESG committee. Meanwhile, Ms. Ye oversees the fund’s investments in Inceptio, Aulton and Dida as the deal leader, and spearheads topics such as research and exit strategy across the whole portfolio.
Prior to NIO Capital, Ms. Ye worked for Hony Capital, a Chinese leading private equity firm. Ms. Ye holds Bachelor’s degree from Fudan University with a major in International Finance and pursued her Master’s degree in Mathematical Finance at Boston University.
Sharon Yang (Hong Kong) joined KKR in 2009. She is currently focusing on the Climate strategy in Asia Pacific as part of the Infrastructure business. Previously, she was a member of the Global Impact investment team, and has been actively involved with the Firm's investments in GreenCollar, EQuest Education and Five Star Finance. She has also been involved in the Firm's capital raising and capital markets teams as a product specialist leading Asia private equity, growth equity and real estate, and held responsibilities across various portfolio, strategy and operating roles within KKR Asia. Prior to joining KKR, Ms. Yang was with J.P. Morgan in New York. She holds a B.A. in Economics and Mathematics from Columbia College, Columbia University.