20
Nov
Investment Summit Day 2
-
Agenda09.30 - 10.30HKT
Value creation: Inside the contemporary playbook
- What are the priorities for value creation playbooks in 2025?
- How do required skillsets change as holding periods are extended?
- Are GPs tailoring value creation efforts to position for specific exit routes?
- How is agentic AI driving enhanced operational performance?
10.30 - 11.00HKTNetworking break
11.00 - 13.15HKTBreak into Tracks
11.00 - 11.45HKTTrack 1: Secondaries: Private markets hot spot
- What factors may tip the balance in favour of GP-led over LP-led?
- Does the surge of capital into secondaries pose a threat to investor alignment?
- What does increasing investor sophistication mean for continuation vehicles?
- How are new participants, such as evergreen capital pools, impacting the market?
11.00 - 11.45HKTTrack 2: Sector focus: Healthcare’s resilience narrative
- Are certain healthcare sub-sectors uncorrelated to the broader economy?
- What will characterise the next wave of biotech opportunities in Asia?
- To what extent is regulation an obstacle to getting deals done?
- How is digital transformation driving value creation playbooks?
11.45 - 12.30HKTTrack 1: Infrastructure: PE convergence uptick
- How is the definition of core-plus infrastructure shifting?
- Are infrastructure investors staffed to do PE-style operational improvement?
- How are GPs differentiating their offerings as competition intensifies?
- What do LPs think of the overlap between private equity and infrastructure?
11.45 - 12.30HKTTrack 2: Asia growth equity: Precision on entry, optionality on exit
- Is the shift towards control in traditionally growth equity markets being oversold?
- What are the most relevant sectors, and must opportunities be tech-enabled?
- To what extent is an impetus to go global impacting private equity playbooks?
- How can minority equity investors influence the timing and choice of exit?
12.30 - 13.15HKTTrack 1: China: Seeking out the opportunities in a reshaped market
- Have valuations reached the sweet spot for investing?
- How do you identify proprietary assets in the key sectors of advanced manufacturing; semiconductors; energy transition, and healthcare?
- Is cross-border activity overseas creating a new deal flow channel?
- How do you navigate the exit environment to deliver the best outcomes?
13.15 - 14.15HKTNetworking lunch
14.15 - 15.00HKTExits: Addressing Asia’s distributions backlog
- To what extent have exits fallen short of expectations in 2025?
- Which geographies and sectors get the most traction with strategic buyers?
- Outside of India, where are public markets most receptive to PE-backed IPOs?
- Which alternative liquidity channels are most popular among GPs and LPs?
15.00 - 15.45HKTPrivate wealth: Penetrating an underpenetrated region
- Will Hong Kong and Singapore remain Asia’s major wealth booking centres?
- How are GPs building distribution channels in different markets?
- What kind of on-the-ground work is required to support distributors?
- Where are private markets investors hiring wealth talent?
15.45 - 16.15HKT16.15 - 16.15HKTClose of conference

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