19
Nov
Investment Summit Day 1
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Agenda08.00 - 08.50HKT
Registration
08.50 - 09.00HKT09.00 - 10.00HKTGlobal leaders: The future of private markets
- How are investors navigating macro and geopolitical uncertainty?
- What will be the defining characteristics of private markets firms of the future?
- To what extent are private equity, infrastructure, and private credit converging?
- Will private markets outperform other assets classes in the coming decade?
10.00 - 10.30HKTNetworking break
10.30 - 11.00HKT11.00 - 11.55HKTAsia buyouts: Delivering at scale
- Which sectors can be relied upon to deliver growth and resilience?
- Are there ample opportunities for funds to deploy capital at scale?
- How are GPs being systematic in their approaches to liquidity generation?
- Which value creation levers are getting more attention than before?
11.55 - 12.25HKT12.25 - 13.15HKTAsia middle market: Global mindsets
- To what extent must mid-market GPs think global when investing locally?
- How are teams set up to execute cross-border expansion strategies?
- What can investors do to maximise the relevant buyer universe for assets?
- Is sponsor-to-sponsor now the go-to exit route for mid-market managers?
13.15 - 14.15HKTNetworking lunch
14.15 - 14.45HKT14.45 - 15.30HKTTrack 2: Asian VC: Riders on the storm
- How are GPs adapting to longer hold periods and revised growth projections?
- Which geographies and sectors will deliver Asia’s next wave of hidden gems?
- What are the key factors in building towards successful IPO exits?
- How difficult is it for VCs to reposition their geographic or strategic remit?
14.45 - 15.30HKTTrack 1: Japan: Evolution without imbalance?
- How are the competitive dynamics changing in different market segments?
- Is yen weakness a challenge or an opportunity for foreign investors?
- Which is a bigger returns driver – deep local value creation or cross-border expansion?
- Will sponsor-to-sponsor overtake trade sales as a mid-market exit channel?
14.45 - 15.30HKTAfternoon Track 1
15.30 - 16.00HKT16.00 - 16.20HKTNetworking break
16.20 - 17.10HKTAfternoon Track 2
16.20 - 17.10HKTTrack 1: India: Asia’s emerging markets powerhouse
- Are buyouts now both India’s mainstay and most compelling opportunity?
- To what extent do growth tailwinds justify frothy valuations?
- How are GPs building out their operational capabilities in India?
- Do public markets represent a sustainable long-term exit channel?
16.20 - 17.10HKTTrack 2: Asia private credit: Complexity and yield
- What is the optimal strategy – asset-backed lending, mezzanine, or special situations?
- Does a favourable bank lending market increase competition or create synergies?
- How do investors address regional complexity in structuring and underwriting?
- Do Asia’s nuances mean that comparisons with the US and Europe are unhelpful?
17.10 - 18.00HKTInstitutional investors: Being frank on alternatives
- Are global macro issues reinforcing the merits of portfolio diversification?
- How important is sector specialisation in manager selection?
- Are LPs getting what they want from GPs in terms of transparency and alignment?
- Co-investment, SMAs, continuation vehicles – how is the market moving?
18.00 - 18.05HKT18.15 - 19.00HKTGala cocktail reception
Sponsored by
19.00 - 22.30HKTGala dinner
Sponsored by
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SpeakersNozomi Oda Partner & Head Asia Private Equity Morrison Foerster
Greg Jania Global Co-Head of Private Equity APG Asset Management
Tim Burroughs Managing Editor, Global Private Funds, and Managing Editor, AVCJ Mergermarket
Mark Chiba Group Chairman & Partner The Longreach Group
Andrew Schantz Partner Bain Capital
Ryan Eagle Partner KPMG
Will Cai Partner Cooley LLP
Shinichi (Shin) Takamiya Managing Partner Globis Capital Partners
Nikos Stathopoulos Chairman, Europe BC Partners
Manish Kejriwal Founder and Managing Partner Kedaara Capital
Harj Shoan Global Head of Private Equity Funds, Equities Ontario Teachers’ Pension Plan
Robert O'Leary Co-Chief Executive Officer and Portfolio Manager Oaktree
Kyle Shaw Founder and Managing Partner ShawKwei & Partners
Michael Brandmeyer Global Head & Chief Investment Officer, External Investing Group (XIG) Goldman Sachs Asset Management
Josh Stern Managing Director, Private Investments Robert Wood Johnson Foundation
Anders Strömblad Senior Adviser Second Swedish National Pension Fund (AP2)
Christopher Mikosh Portfolio Manager and Co-Founder TOR Investment Management (Hong Kong)
Renuka Ramnath Founder, Managing Director & CEO Multiples Alternate Asset Management
Phillip Wong Head of Private Markets Hong Kong Monetary Authority (HKMA)
Jean Eric Salata Chairman, Asia & Head of Private Capital, Asia EQT
Sunil Mishra Partner Adams Street Partners
Teia Merring Senior Investment Director USS Investment Management
Hemal Mirani Managing Director Harbourvest Partners (Asia)
David Gross Co-Managing Partner Bain Capital
Hans Wang Managing Partner CVC
Kok Yew Tang Chairman and Managing Partner Affinity Equity Partners
Celia Yan Partner, Head of APAC Hybrid Apollo Global Management
Cindy Yan Senior Managing Director, Direct Investing, Equities Ontario Teachers' Pension Plan
Satoru Arakawa Partner J-Star
Shinichiro Kita Representative Director/ Senior Partner Advantage Partners
Xiaoxi Lin Partner Morrison Foerster
Thomas Lanyi Managing Partner, Head Southeast Asia CDH Investments
Peter Kim Partner, Excom and Head of Asia Coller Capital
Priscilla Huang Partner, Deal Advisory KPMG
Praneet Garg Managing Director Asia Alternatives
Steve Duncan Business Unit Partner TPG Capital Asia
Imran Jafar Managing Partner Gaja Capital
Michael Barzyk Managing Director and Global Head of Private Equity Allstate Investments
Emre Hidekazu Yuasa General Partner Globis Capital Partners
Angela Toy Partner and Chief Operating Officer Golden Gate Ventures
Nitin Nayar Managing Partner and Co-Founder Filter Capital
Alister Coleman Founder and Managing Partner Folklore Ventures
Pamela Fung Managing Director, Private Equity Solutions Morgan Stanley Investment Management
Pradeep Mohinani Partner Ares Management
Yana Morris Chief Content Officer ION Analytics
Gaurav Trehan Partner, Co-Head of KKR Asia Pacific, Head of Asia Pacific Private Equity KKR Asia Pacific
Shota Kuwaki Managing Director Sunrise Capital
Saurabh Chatterjee Managing Director ChrysCapital
Sanjay Kukreja Partner and Chief Investment Officer CHRYSCAPITAL
Raymond Svider Chairman BC Partners

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