AVCJ Private Equity Forum 2024
Asia's premier private equity & venture event for the last 37 years
Four Seasons Hotel, Hong Kong & Online
-
ESG Summit
(18 Nov) -
PE Leaders Summit
(19 Nov) -
VC Summit
(19 Nov) -
LP Summit
(19 Nov) -
Investment Summit
Day 1
(20 Nov) -
Investment Summit
Day 2
(21 Nov)
Agenda
08.00
- 08.30
HKT
Co-host
08.55
- 09.00
HKT
Opening remarks
09.00
- 09.30
HKT
Keynote fireside chat
09.30
- 10.15
HKT
Asian private equity and ESG: A maturing ecosystem
- What ESG issues should be top-of-mind for GPs and their portfolio companies?
- How is the integration of ESG frameworks progressing from a practical standpoint?
- Are global regulations – and harmonized reporting standards – now a reality in Asia?
- How has ESG engagement evolved over the past decade and what does the future hold?
10.15
- 10.45
HKT
Networking Break
10.45
- 11.05
HKT
Case study: How middle-market GPs implement robust ESG frameworks
11.05
- 11.50
HKT
Climate change: Investors home in on net-zero
- Are climate-resilient net-zero goals getting more traction with Asian GPs and LPs?
- What is the key to building a robust climate lens into investment processes?
- Where are PE firms in terms of measuring scope-three emissions at the portfolio level?
- How are GPs approaching climate crisis adaptation beyond traditional risk assessment?
11.50
- 12.35
HKT
Data dumps: Navigating the ESG information challenge
- What are the major bottlenecks in ESG data collection in Asia?
- Is company-level data of sufficient quality to identify risks during due diligence?
- To what extent are there standardised frameworks and processes for reporting?
- What do LPs typically prioritise in their data requests?
12.35
- 13.35
HKT
Networking Lunch
13.35
- 13.50
HKT
Presentation: What the Taskforce on Nature-related Financial Disclosures means for investors
13.50
- 14.35
HKT
Impact investing: From niche to mainstream
- Have investors proved they can do impact at scale in Asia?
- How are impact standards and best practices shaping the industry’s evolution?
- Has there been a shift from general developmental impact to climate impact?
- What can impact managers in Asia do to attract more institutional capital?
14.35
- 15.20
HKT
Risk to reward: Driving ESG value creation
- What evidence is there of ESG moving from risk mitigation to value creation tool?
- Where is the low-hanging fruit in terms of ESG-driven operational improvement?
- How do GPs think about in-sourcing and outsourcing value creation work?
- What is the impact of increased regulation on portfolio management?
15.20
- 15.40
HKT
Networking Break
15.40
- 16.25
HKT
The people factor: Addressing the S in ESG
- How do investors define the scope of social risk?
- Is there sufficient portfolio data to address human rights and modern slavery issues?
- What can be done to help companies properly evaluate supply chains?
- How are GPs pushing diversity, equity and inclusion agendas?
16.25
- 17.05
HKT
LP insight: Responsible investment and manager selection
- How have expectations evolved as to what constitutes a best-in-class approach?
- What questions should LPs asking that GPs don’t want to answer?
- Has there been a material improvement in disclosure and transparency?
- How do Asian LPs compare to global peers in approaches to ESG?
17.05
- 17.10
HKT
Close of summit and cocktail reception
Agenda
08.00
- 08.50
HKT
Registration
08.50
- 09.00
HKT
Opening remarks
09.00
- 09.30
HKT
Opening address
09.30
- 10.30
HKT
Asian private equity: Boots on the ground
- Is Asian private equity moving towards the Western model?
- What makes the region compelling as a diversity and growth play?
- How can a thematic approach help identify quality assets in the right sectors?
- What are the key value creation levers – add-ons, AI, ESG, cash management?
10.30
- 11.00
HKT
Networking coffee break
11.00
- 11.45
HKT
Portfolio management: The long haul
- To what extent are investments being re-underwritten given current conditions?
- How do strategic priorities change when a holding period is longer than expected?
- What constitutes worst-case-scenario planning from a financing perspective?
- How can GPs be more structured and in their approach to cultivating potential buyers?
11.45
- 12.30
HKT
Liquidity solutions: Crafting returns
|
12.30
- 13.00
HKT
Executive address (Joint session with the LP Summit and Venture Capital Summits)
13.00
- 14.00
HKT
Networking Lunch
14.00
- 14.45
HKT
Fundraising: Looking beyond the usual suspects
- To what extent are Asia-based managers having to recalibrate their LP bases?
- How can GPs develop new sources of capital such as in the Middle East?
- Is it possible to go from new connection to commitment in a single vintage?
- What is the key to accommodating LPs with different backgrounds and needs?
14.45
- 15.30
HKT
Structures and terms: Time to be flexible
- In what ways are GPs prepared to compromise that they weren’t two years ago?
- Why are certain types of LPs more aggressive on terms than others?
- What gets discussed first – reduced fees, fund size, co-investment, or separate account?
- Will there be a flood of deal-by-deal and fund-of-one players in Asia?
15.30
- 16.15
HKT
Investor relations: Redefining best practice
- What is the optimal frequency and granularity of communications with LPs?
- How should IR professionals go about breaking bad news?
- To what extent has technology improved engagement and data transparency?
- Where can Asia-based GPs find the talent to build a high-quality IR team
16.15
- 16.30
HKT
Networking coffee break
16.30
- 17.15
HKT
Private wealth: A paradigm shift in the fundraising landscape
- What are the potential alignment issues when targeting retail capital?
- How are evergreen products evolving to meet investor needs?
- Is Asia’s talent pool deep enough to target non-institutional investors?
- How should GPs approach investor education and branding?
17.15
- 18.00
HKT
The Asian LP: Priorities within private markets
- How do the needs and motivations of Asian LPs differ from those in other markets?
- In what ways are macroeconomic and geopolitical issues impacting allocations?
- What should GPs bear in mind when looking to establish relationships in the region?
- How does private equity stack up against other options within alternatives?
18.00
- 18.15
HKT
Close of summit
18.15
- 19.15
HKT
Cocktail reception
Agenda
08.00
- 08.50
HKT
Registration
08.50
- 09.00
HKT
Opening remarks
09.00
- 09.30
HKT
Opening address
09.30
- 10.30
HKT
Asian private equity: Boots on the ground
- Is Asian private equity moving towards the Western model?
- What makes the region compelling as a diversity and growth play?
- How can a thematic approach help identify quality assets in the right sectors?
- What are the key value creation levers – add-ons, AI, ESG, cash management?
10.30
- 11.00
HKT
Networking coffee break
11.00
- 11.45
HKT
Portfolio management: Venture style
- How are GPs adapting to longer hold periods and revised growth projections?
- Is it possible to get too hands-on in VC value creation?
- What role do functional experts play in operational improvement?
- How do GPs build consensus among founders and fellow investors?
11.45
- 12.30
HKT
Artificial intelligence: Pushing boundaries
|
12.30
- 13.00
HKT
Executive address (Joint session with the PE Leaders' and Limited Partner Summits)
13.00
- 14.00
HKT
Networking Lunch
14.00
- 14.45
HKT
India: Sustaining the ‘bright spot’ momentum
- What are the relative merits of B2B and B2C business models?
- Must Indian start-ups go global to justify heady valuations?
- Is the domestic IPO market providing sufficient liquidity and what are the alternatives?
- How significant a role can local LPs play in Indian venture capital?
14.45
- 15.30
HKT
The LP angle: Sticking with Asia for the right reasons
- What is the biggest issue impacting allocation decisions?
- How do LPs of different types and from different geographies perceive China?
- Where do investors expect to find the next wave of hidden gems in Asia?
- How do multi-geography generalist strategies stack up vs single purpose strategies?
15.30
- 16.15
HKT
Ending the drought: VCs seek pathways to exit
- What is the outlook for distributions from Asia over the next 12 months?
- Where are the most attractive IPO destinations and what is the key to preparation?
- What are the pros and cons of venture capital secondaries in Asia?
- How do investors balance need for liquidity vs the desire for a ‘perfect’ exit?
16.15
- 16.30
HKT
Networking coffee break
16.30
- 17.15
HKT
Private wealth: A paradigm shift in the fundraising landscape
- What are the potential alignment issues when targeting retail capital?
- How are evergreen products evolving to meet investor needs?
- Is Asia’s talent pool deep enough to target non-institutional investors?
- How should GPs approach investor education and branding?
17.15
- 18.00
HKT
The Asian LP: Priorities within private markets
- How do the needs and motivations of Asian LPs differ from those in other markets?
- In what ways are macroeconomic and geopolitical issues impacting allocations?
- What should GPs bear in mind when looking to establish relationships in the region?
- How does private equity stack up against other options within alternatives?
18.00
- 18.15
HKT
Close of summit
18.15
- 19.15
HKT
Cocktail reception
Agenda
08.00
- 08.50
HKT
Registration (Closed-door LP sessions, by invitation only )
08.50
- 09.00
HKT
Opening remarks
09.00
- 09.30
HKT
Opening address
09.30
- 10.30
HKT
Asian private equity: Boots on the ground
- Is Asian private equity moving towards the Western model?
- What makes the region compelling as a diversity and growth play?
- How can a thematic approach help identify quality assets in the right sectors?
- What are the key value creation levers – add-ons, AI, ESG, cash management?
10.30
- 11.00
HKT
Networking coffee break
11.00
- 11.45
HKT
Portfolio construction: Asia risks vs Asia opportunities
- How do portfolio managers make the case for Asia to investment committees?
- Are GPs being too creative or not creative enough in the pursuit of liquidity?
- To what extent is it less China, more Japan and India?
- Do pan-regional funds represent the best risk-reward?
11.45
- 12.30
HKT
Asset allocation: Identifying the best mix
- How have allocation priorities shifted globally in the past 12 months?
- What is the outlook for private equity distributions and how will this impact budgets?
- Is re-calibration to the middle-market the preference for most LPs?
- How is technology being leveraged to support decision making and monitoring?
12.30
- 13.00
HKT
Executive address (Joint session with the PE Leaders' and Venture Capital Summits)
13.00
- 14.00
HKT
Networking lunch
14.00
- 14.30
HKT
Liquidity in focus: Is the emphasis on DPI hurting long-term return multiples?
14.30
- 15.30
HKT
Afternoon tea discussion: LPs share their views on key issues
16.00
- 16.30
HKT
Networking coffee break
16.30
- 17.15
HKT
Private wealth: A paradigm shift in the fundraising landscape
- What are the potential alignment issues when targeting retail capital?
- How are evergreen products evolving to meet investor needs?
- Is Asia’s talent pool deep enough to target non-institutional investors?
- How should GPs approach investor education and branding?
17.15
- 18.15
HKT
The Asian LP: Priorities within private markets
- How do the needs and motivations of Asian LPs differ from those in other markets?
- In what ways are macroeconomic and geopolitical issues impacting allocations?
- What should GPs bear in mind when looking to establish relationships in the region?
- How does private equity stack up against other options within alternatives?
18.00
- 18.15
HKT
Close of summit
18.15
- 19.15
HKT
Cocktail reception
Agenda
08.00
- 08.50
HKT
Registration
08.50
- 09.00
HKT
Opening remarks
09.00
- 09.30
HKT
Keynote interview
09.30
- 10.30
HKT
Global leaders: Searching for momentum
- Has 2024 underdelivered or overdelivered on expectations?
- How are macro, political, and regulatory issues impacting dealmaking?
- Is diversification or specialisation the foundation of a resilient portfolio?
- What will the private markets landscape look like in 10 years?
10.30
- 11.00
HKT
Networking coffee break
11.00
- 23.30
HKT
Fireside chat
11.30
- 12.25
HKT
Asia buyouts: At a tipping point
- Which markets and transaction types are most attractive right now?
- What are the bottlenecks for large-cap deal flow in Asia?
- How have managers responded to calls for increased distributions?
- Will more pan-regional GPs launch continuation vehicles?
12.25
- 13.15
HKT
Asia middle market: Multi-strategy vs single strategy
|
13.15
- 14.15
HKT
Networking lunch
14.15
- 14.45
HKT
Fireside chat
14.45
- 15.30
HKT
Track 1: China: The contrarian bet
- What kind of support do companies need in a changing economic environment?
- Is it now a buyer’s market for buyout strategies?
- What is the outlook for exits and which channels should see the most activity?
- Which LP types are willing to engage or reengage on China commitments?
14.45
- 15.30
HKT
Track 2: Global venture capital: Accessing innovation
- Should investors jettison entire strategies to focus on AI?
- Will the most robust returns come from seed-stage investments?
- How has the industry responded to calls for more liquidity?
- To what extent has there been a reset in fundraising?
15.30
- 16.00
HKT
Networking coffee break
16.00
- 17.00
HKT
Track 1: India: The belle of the ball
- What factors may contribute to more buyout deal flow?
- Are there enough proven middle-market managers to satisfy LP demand?
- What are the exit options outside of the public markets?
- How significant a role could local LPs play in Indian private equity?
16.00
- 17.00
HKT
Track 2: Asian private credit: Untapped potential
- In which markets is private credit making the biggest inroads into bank dominance?
- What the best way to pitch performing credit solutions to Asian entrepreneurs?
- How are macro conditions impacting special situations and distress opportunities?
- Why is it so difficult for Asia-dedicated private credit managers to scale?
17.00
- 18.00
HKT
Institutional investors: The balance of power
- To what extent – and where – are GPs more willing to compromise on fund terms?
- Is there more reason to be positive about distributions than 12 months ago?
- Will more investors gravitate towards a total portfolio approach?
- How have LPs responded to ESG’s apparent fall from favour?
18.00
- 18.15
HKT
Closing remarks
18.15
- 19.00
HKT
Gala cocktail reception
19.00
- 21.00
HKT
Gala Dinner
Agenda
09.00
- 09.30
HKT
Opening presentation
09.30
- 10.30
HKT
Value creation: Diving even deeper
- What are the main portfolio management challenges given current macro conditions?
- How does the value creation playbook change as holding periods lengthen?
- Are GPs placing enough emphasis on cost controls?
- What role can generative AI play in operational improvement?
10.30
- 11.00
HKT
Networking coffee break
11.00
- 11.45
HKT
Track 1: Japan: A reliable choice
- What makes Japan so appealing in the current environment?
- Are take-privates rivalling carve-outs and succession as sources of deal flow?
- How do managers position themselves as differentiated?
- Are LPs right to be concerned about escalating mid-market fund sizes?
11.00
- 11.45
HKT
Track 2: Southeast Asia: Finding its groove
- Do corporate carve-outs represent Southeast Asia’s biggest buyout opportunity?
- How do managers forge partnerships with major asset owners?
- What are the challenges of cross-border expansion within Southeast Asia?
- Which exit channels will be most prolific?
11.45
- 12.30
HKT
Track 1: Global credit: Moment of reckoning
- Will private credit continue its bull run or are banks regaining lost ground?
- How do credit players turn complexity into a competitive advantage?
- What skills and scale are required to navigate more volatile market conditions?
- Is there room for more entrants or is the space poised for consolidation?
11.45
- 12.30
HKT
Track 2: Secondaries: The sky's the limit
- Has the bid-ask spread narrowed enough to facilitate more deal activity in Asia?
- Which markets are most conducive to single-asset continuation vehicles?
- Under what circumstances would global secondary players invest in China?
- How frequently are Asian LPs are selling portfolios and for what reasons?
12.30
- 13.15
HKT
Track 1: Exits: Right timing, right channel
- Outside of India, where is there scope for more private equity-backed IPOs?
- Are trade sales and PE-to-PE sales being hampered by valuation mismatches?
- What are the optimal conditions for cross-fund deals and continuation vehicles?
- Is NAV financing an amenable and accessible source of liquidity in Asia?
12.30
- 13.15
HKT
Track 2: Infrastructure: Comfort in yield
- How are mega trends like digitalisation and decarbonisation influencing investment?
- What is the impact of increased competition in core-plus infrastructure?
- Which areas of renewables – and greenfield or brownfield – offer the best returns?
- What is the appetite for emerging technology risk in energy transition?
13.15
- 14.15
HKT
Networking Lunch
14.15
- 15.00
HKT
Technology: Disruptive potential
- Has valuation normalisation encouraged growth equity investors to return?
- To what extent is the technology buyout opportunity gaining momentum?
- Is the notion of mapping trends in Western markets to Asia still applicable?
- Which segment wins out – big data, commerce, cybersecurity, or enterprise software?
15.00
- 15.45
HKT
Co-Investments: Deepening alignment
- Is a broader swath of LPs pursuing co-investment in Asia and with what success?
- Will co-GP structures become an industry mainstay?
- What role is there for non-institutional investors like family offices?
- How do GPs ensure alignment of interest between participants in deals?
15.45
- 16.30
HKT
Wheel of Commitments: A sideways look at private markets
16.30
- 16.45
HKT
Close of summit
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