AVCJ Private Equity Forum Hong Kong 2026
Asia’s premier private equity event for the last 39 years
Agenda
Registration
Opening remarks
Big picture: The PE role in powering energy transition
- How can Asia meet rising electricity demand while advancing decarbonisation goals?
- What untapped aspects of energy transition are priorities for PE investors?
- Is aligning with hyperscalers the key to success in AI infrastructure?
- How has the Iran conflict impacted approaches to energy transition?
Networking break
Decarbonisation dynamics: Upgrading traditional industries
- Which traditional industries have the most to gain from energy transition in Asia?
- What challenges do companies face when moving to alternative fuel sources?
- Have data and disclosure issues on decarbonisation been suitably addressed?
- What kind of progress on energy transition can supercharge an exit process?
Renewables 2.0: Moving to an integrated and on-demand world
- Will hybridisation define the next phase of renewables opportunities?
- How are investors addressing intermittency solutions and smart grid evolution?
- Can hydrogen energy and biofuels be monetised at scale?
- What are the key challenges for renewables in post-subsidy environments?
Networking lunch
Electrifying the future: Storage, grids, mobility
- How can private equity investors help address energy storage bottlenecks?
- Do micro-grids and micro-mobility point to significant localisation opportunities?
- How does government policy shape opportunities in different geographies?
- Can – or should – other countries look to replicate China’s electrification agenda?
Venture capital : Innovation in energy transition
- Where are the most exciting bleeding-edge technology opportunities?
- How are investors accessing the digitalisation themes within energy?
- What role can start-ups play in distributed energy systems?
- How is artificial intelligence impacting energy transition?
Networking break
Powering AI: Investing in the data centre value chain
- Which geographies are most attractive in terms of data centre opportunities?
- What bottlenecks could constrain the next phase of growth?
- Where in upstream supply chains should private equity be looking to participate?
- How are investors thinking about the ESG implications of data centres?
The LP angle: Allocating to energy transition
- Which aspects of energy transition appeal most from an allocation perspective?
- To what extent do these strategies not fall within infrastructure?
- Why are there not more specialist energy transition GPs of scale in Asia?
- What should generalist GPs be delivering in terms of decarbonisation?
Closing remarks and networking cocktail reception
Registration
Opening remarks
Opening Interview
Asian private equity: Adapt, not reset
- Approaches to deployment – new normal or temporary normal?
- Is the transition to mid-cap a structural shift or are GPs gun-shy on big deals?
- What is really moving the needle as managers dig deeper on value creation?
- Is the exits backlog consuming resources typically earmarked for new deals?
Networking coffee break
Please select a track
Fundraising: When the market doesn't meet you halfway
- What are the most promising geographies as emerging sources of capital?
- Is the industry becoming more innovative on fees, terms and structures?
- What are the best ways for first-time mangers to get fundraising traction?
- Beyond track record, what are the major factors in LP allocation decisions?
Investor relations: New complications, new demands
- How are geopolitical and regulatory complexity impacting LP engagement?
- What are the key tenets of a successful LP co-investment programme?
- How can mid-market GPs raise meaningful capital from private wealth?
- What will the investor relations function look like five years from now?
Exits: Where to find liquidity, when to execute
- What more could be done to broaden IPO options in Asia?
- Are VCs exiting high-growth start-ups too early for the sake of near-term distributions?
- What facilitates exits via VC-to-PE cap table regeneration?
- How viable are GP-led secondaries for venture capital portfolios in Asia?
Fundraising: Selling the Asia VC story
- How is the universe of LPs still making allocations to Asia evolving?
- What are the best ways to remind investors of the region’s relevance?
- How easy is it for LPs to get behind a China-turned-global VC mandate?
- Can strategic pivots make a difference in challenging market conditions?
Optimal portfolios: Rethinking how institutions allocate
- What is the appeal – and what are the implications – of the total portfolio approach?
- How do private credit and infrastructure fit into a higher rate, lower multiple world?
- Can better disclosure protocols ease denominator effect-related volatility?
- To what extent are customized structures being used to drive specific outcomes?
Relevant and resilient: How LPs should think about strategic positioning
Return to main room
mergeExecutive address
Networking lunch
Please select a track
Portfolio management: From holding to harvesting
- Which operational tools are funds applying when looking at portfolios?
- How do investors go about integrating AI into value creation playbooks?
- How do required skillsets change as holding periods are extended?
- Where is AI making the most operational impact – and will it be the same next year?
Utilizing AI: Walking the talk in your own business
- What constitutes low hanging fruit in terms of AI implementation?
- How do GPs move from AI experimentation to an institutionalised approach?
- Where is technology having the most impact in the investment process?
- What does the future look like – reduced headcount, redefined roles, reskilling?
ESG: Still creating value
- How do GPs go about integrating ESG into value creation plans?
- Are regulatory standards becoming more comprehensive and less divergent?
- What kind of ESG interventions have made the biggest contribution to exit multiples?
- How is technology used to deliver efficiencies in operations and reporting?
Deep tech dynamics: The next industrial revolution
- In which deep tech segments can the rest of Asia compete with China?
- What represents the next phase of development for embodied AI?
- How big is the deep tech investment opportunity in areas like energy and defence?
- Where has most progress been made in terms of commercialisation?
AI: The investment case beyond the hype
- Where are the most attractive entry points in terms of AI applications?
- Where in the AI value chain does Asia have a competitive edge globally?
- To what extent are start-ups justifying – or growing into – their valuations?
- How is geopolitics impacting AI investments and exits?
Serving next generation founders: Multi-faceted VCs
- How – and why – has VC investor-founder relationship building changed?
- In what ways have founder needs become more complex in Asia?
- Is increased specialisation, across sectors and functions, a VC’s best calling card?
- To what extent do these dynamics play into the hands of multi-strategy investors?
LPs on Asia: From appetite to execution
- Is sentiment on China improving and how are LPs looking to reengage?
- Are Japan and India in danger of becoming overhyped and overcapitalised?
- What are the key allocation factors in markets where track records are compressed?
- Which markets, strategies and fund types are most attractive at present?
Return to main room
mergeNetworking coffee break
Private wealth: Evergreens for the Asian investor
- What will private wealth penetration in Asia look like in 2030?
- How have clients responded to the issues with evergreen private credit products?
- Asia by geography – the largest frontier vs the next frontier?
- What has been learned in the past 12 months about investor education?
LP perspective: Getting what you need from private markets
- Are LPs getting answers to the questions they weren’t asking GP three years ago?
- Is one year of net distributions from Asia enough to shift the narrative?
- How are approaches to co-investment and direct investment evolving across Asia?
- What does a functional GP-LP relationship look like in 2026?
Close of summit
Cocktail reception
Registration
Opening remarks
Economist Briefing
Global private markets: The new rules of the game
- How are models being rebuilt around operational alpha and genuine earnings growth?
- To what extent will the rise of retail capital reshape approaches to investment?
- How are GP stakes investors contributing to platform consolidation?
- What are the implications of converging equity, credit and infrastructure strategies?
The Power of Scale: Strategic Integration within Private Markets
Networking break
Asia buyouts: The reckoning and the rebound
- To what extent has exit backlog in post-2010 vintages been resolved?
- Are demand or supply side factors the biggest constraint on rising deal sizes in Asia?
- In what ways has the bar been raised on value creation compared to five years ago?
- How will broader industry consolidation shape the large-cap competitive landscape?
Middle market mastery: Origination, execution, transformation
- What factors are contributing to increasing carve-out deal flow region wide?
- How are succession transactions evolving as vendors become more familiar with PE?
- What operational transformation capabilities are mandatory for mid-market GPs?
- How are assets positioned ahead of exit processes to appeal to certain buyers?
Networking lunch
Manufactured Thinking: The Greatest Financial and Geopolitcal Trade in History — who writes the rules?
Please select a track
Japan: Can the magic formula last?
- What are GPs doing to differentiate themselves as competition intensifies?
- How far does the take-private opportunity stretch in size and scope?
- Will sponsor-to-sponsor sales become the preeminent mid-market exit route?
- Is succession planning at the domestic GP level being taken seriously?
Artificial intelligence: Mining the value chain
- How are GPs leveraging AI infrastructure build out by targeting upstream suppliers?
- Can PE position itself as a partner to hyperscalers and semiconductor players?
- Where are the most attractive opportunities in applications and enabling software?
- Is it possible to invest in the AI value chain without taking on geopolitical risk?
Return to main room
mergeNetworking break
Please select a track
India: Tested but not derailed
- Are currency and policy volatility and wide bid-ask spreads hindering deal flow?
- Which sectors are most conducive to buyout strategies?
- How are GPs institutionalising approaches to operations and buy-and-build?
- What can be done to diversify sources of liquidity and maintain LP confidence?
LPs on liquidity: Finding solutions that fit
- How is investment pace being managed to address potential liquidity mismatches?
- Are GPs becoming lax on governance as LPs prioritise distributions above all else?
- In what ways are approaches to LP-led secondaries becoming more sophisticated?
- Does LP fund finance solve problems or defer them to later in the cycle?
Return to main room
mergeInstitutional investors: Unfiltered views on private markets
- How are ongoing constrained distributions impacting LP behaviour?
- What do ‘other asset classes’ like GP stakes and sports bring to the modern portfolio?
- How are investment teams responding to increased board and beneficiary scrutiny?
- What questions have GPs yet to answer on private wealth fundraising?
Closing remarks
APAC Private Equity Finding Its Footing – The Japan and India Examples
Private equity in APAC is finding its footing amid an uneven market environment. There are distinct dynamics shaping the opportunities and challenges for investors in each market. Using Japan and India as examples, the discussion will highlight the diversity of market conditions and investment prospects and explore what these markets may signal about the next wave of activity across the region.
Value creation in practice: From diagnosis to delivery
- How are GPs building best-in-class operational systems?
- Which value creation levers are delivering the most consistent results?
- How is the role of the operating partner evolving in Asia private equity?
- What are the early warning signs that a value creation plan is off track?
Networking break
Please select a track
GP-led secondaries: Maturing, not just growing
- How is the market changing in terms of structures, incentives, and participants?
- What lessons have been learned about what works and what does not?
- Are LP concerns about conflicts of interest being adequately addressed?
- How can Asia move beyond a single-digit share of global secondaries volume?
Private credit in Asia: Essential exposure?
- How are perceived best sources of returns evolving as Asia private credit matures?
- Does structural undersupply create a genuine buffer against competition squeeze?
- What kind of local origination capabilities are required to stay ahead of the pack?
- To what extent is Asia immune to global concerns about credit quality?
Healthcare: Asia's most durable investment theme
- Deal flow drivers – more medtech and healthcare IT, or time for others to shine?
- In what ways is AI becoming a genuine value creation lever?
- Are investors underestimating the impact of regulation on healthcare returns?
- What are the key components of compelling exit story in Asia healthcare?
Fund finance: Tools and terms in the current climate
- How are macro and credit conditions impacting the availability of fund finance?
- What level of transparency and disclosure is being demanded by LPs?
- How are subscription lines evolving in terms of size and structure?
- Are NAV financing use cases widening and to what extent is this a concern?
Return to main room
mergePublic market liquidity: The Asia IPO toolkit
- How often do multi-track PE exit processes in Asia end in an IPO?
- Beyond liquidity, what makes a stock exchange attractive to PE-backed companies?
- Will mainland China, Hong Kong and India remain the dominant IPO jurisdictions?
- Can traditional businesses list on exchanges that favour new economy candidates?
Networking lunch
China: Control-oriented playbooks
- Do growth capital strategies still make sense in a China private equity context?
- How important is it to have – inbound or outbound – cross-border expansion angles?
- Is broader GP reengagement tied to valuations or more binary risk perceptions?
- To what extent has Hong Kong’s IPO revival assuaged LP concerns about exits?
Targeting private wealth: Distribution, products, trust
- What strategies currently resonate most strongly with Asian private wealth clients?
- Has the recent spike in redemption demand helped in terms of investor education?
- What are the major challenges in building up regional distribution capabilities?
- How are private wealth needs being met outside the evergreen space?
Round-up: A light-hearted look at the market
Close of summit
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