18
Nov
PE, VC & LP Summits
-
Agenda08.00 - 08.50HKT
Registration
08.50 - 09.00HKT09.00 - 10.00HKTAsian private equity: Diversification, risk and return
- Can Asia benefit from the evolving trade and geopolitical agenda?
- Where are the best opportunities found when assessing deals?
- What kinds of skillsets or team attributes are prioritised in the current environment?
- How are GPs adapting to longer holding periods and less obvious exit routes, and what remains the same?
10.00 - 10.30HKT10.30 - 11.00HKTNetworking coffee break
11.00 - 12.30HKTMorning Tracks
11.00 - 11.45HKTFundraising: Innovation amidst adversity
- What is the key to expanding the historically smaller capital bases of Asia VC funds?
- Should governments support GPs as part of ecosystem development?
- How can a China-turned-global investment mandate get traction with LPs?
- What kind of strategic tweaks – sector, stage, operational angle – make a difference?
11.00 - 11.45HKTPortfolio management: Manifesting the exit
- How do GPs align operational improvement with exit planning?
- What approaches are required for founder-led business versus corporatized businesses?
- How does AI feature in value creation now – and how is that likely to change?
- What are the best ways to use operating partners to achieve optimal outcomes?
11.00 - 11.45HKTBuilding resilience: Private markets portfolio construction in 2025
- What is the ideal asset mix in a private markets portfolio?
- How should alternatives be balanced against public markets?
- Is concentrated exposure the key to success?
- How do nascent strategies like secondaries fit into portfolio construction?
11.45 - 12.30HKTAllocating to Asia: What, where, how?
- Is it easier to make the case for Asia as a diversification play amid macro headwinds?
- What role should China play in portfolios in the near-term and long-term scenarios?
- Which geographies, sectors, and strategies are most attractive at present?
- What considerations underpin manager selection in Asia?
11.45 - 12.30HKTLiquidity: Pressure versus timing
- How significant a role will IPOs play in exit strategies in 2026?
- What concessions on structuring and terms can help drive GP-led secondaries?
- What other solutions can meet liquidity needs without hindering optimal exit timing?
- Are conflicts of interest concerns in secondaries and NAV finance being addressed?
11.45 - 12.30HKTExits: Where to find liquidity, when to execute
- What is the outlook for distributions from Asia over the next 12 months?
- Which are the most viable IPO destinations for start-ups in the region?
- How can a balance be struck between meeting liquidity needs and optimising returns?
- Why have there been so few GP-led secondaries in Asia VC?
12.30 - 13.00HKT13.00 - 14.00HKTNetworking lunch
14.00 - 16.00HKTAfternoon Tracks
14.00 - 14.45HKTStructures and terms: A shift toward flexibility
- What fee innovations are emerging – performance-based fees, tiered fee structures, or discounts for early commitments?
- How are GPs integrating co-investment rights into their fundraising strategies and is it having the desired effect?
- How are funds choosing between Singapore, Hong Kong, Cayman, and other vehicles?
- Are we entering a new era of bespoke fund formation tailored to the needs of concentrated LP bases?
14.00 - 14.45HKTThe AI revolution: Leaders, not followers?
- Which has the most potential – AI natives, AI enablers, or embodied AI?
- What do scaling models look like in an industry characterised by rapid evolution?
- How does the possibility of tighter regulation impact investment underwriting?
- What will the AI landscape look like in 2030?
14.15 - 15.30HKT14.45 - 15.30HKTFundraising: Preparing for battle
- Where are GPs looking for new sources of capital and how do they access them?
- How are IR professionals navigating a complex regulatory and geopolitical environment?
- What are the latest trends in LP-GP alignment – fees, terms, SMAs, co-investment?
- Can mid-market GPs build infrastructure to target private wealth investors?
14.45 - 15.30HKTEverything else: Opportunities beyond AI
- Which non-AI frontier technologies are most likely to go mainstream?
- How can VCs leverage global supply chain reorientation in traditional industries?
- What are the key trends to watch in energy transition and biotech?
- How difficult is it to source follow-on funding for a non-AI start-up?
- What is the risk-return profile of funds in the crypto industry?
15.30 - 16.15HKTOut of Asia: Global mid-market GPs on the hunt
- Why are more international GPs investing in Asia-based fundraising resources?
- Where is the local talent that underpins high-quality IR teams?
- What challenges do Asian LPs face in accessing mid-market PE in the US and Europe?
- How can international GPs build strong relationships with Asian family offices?
15.30 - 16.15HKTLocal to global: Navigating volatility
- What does global macro volatility mean for Asia-based VC investors?
- Has it become harder to pursue a global-from-day-one strategy?
- How are GPs addressing the second-order impacts of US tariffs on portfolios?
- Are governments encouraging overseas participation in local ecosystems?
16.15 - 16.30HKTNetworking coffee break
16.30 - 17.15HKTPrivate wealth: A new frontier for fundraising
- What factors influence product development and speed of rollout?
- How much innovation or differentiation is there in the wealth space?
- What does best practice look like from an education perspective?
- How do GPs address potential misalignment with traditional fund products?
17.15 - 18.00HKTThe Asian LP: Getting the most from private markets
- What is the key to forming a meaningful partnership with an Asian investor?
- How have priorities shifted in response to slower-than-expected distributions?
- Will private markets portfolios start to become less US-centric?
- What questions are GPs never prepared for but should be?
18.00 - 18.05HKTClosing Remarks
18.15 - 19.15HKTCocktail reception

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