AVCJ Private Equity Forum Singapore 2026

schedule 12-13 May 2026

location_on The Fairmont, Singapore Map

12 May

10.00 SGT

Keynote fireside chat:

Chapters
Photos

Setting the scene: Asia investment slowdown and the Middle East conflict

Why is Asia facing a far more severe fuel availability threat than the US press is reporting? Tim Burroughs frames the context of reduced investment in Asia during Q1, then asks Ganen Sarvananthan to compare sentiment at Milken with the on-the-ground reality in Asia. Ganen reveals how the Straits of Hormuz crisis is creating a hidden crisis for countries like India — and why Russian oil is becoming the uncomfortable alternative. Watch to find out what the press is missing.

First and second order fuel crisis impacts on Asia portfolios

How are investors with exposure across Japan, Korea, India, Australia and New Zealand actually experiencing the fuel crisis — and how deep does it really go? Bruce Crane breaks down the varied government responses across OTPP's focus markets and explains why this is far more than an oil and gas problem. Could plastics, fertilisers and chip manufacturing all be at risk? Watch to find out how compounding inflationary forces are reshaping investment thinking.

Managing portfolio companies through prolonged fuel uncertainty

When your portfolio company's fertiliser costs are spiking and you can't absorb or pass on all the increases, what do you do? Ganen Sarvananthan uses a real flower business example to illustrate the impossible choices facing Southeast Asia portfolios with up to 90% Middle East oil dependency. And with no clear end to the conflict in sight, how are investors deciding when — or whether — to deploy new capital? Bruce Crane draws parallels with COVID and tariff shocks to reveal what separates the winners from the rest.

Energy security as an investment opportunity across Asia

If the crisis has one silver lining, could it be a once-in-a-generation acceleration of energy security investment across Asia? Ganen Sarvananthan points to China's relative resilience as the model others will now follow, while Bruce Crane reveals how refinery closures in Australia and California have created dangerous import dependencies that governments can no longer ignore. With India's solar story already proving its worth, where exactly should investors be leaning in — and with what conviction? Watch to find out.

AI as a portfolio and operational tool in Asia

How does a major private equity firm actually embed AI into its investment process — and what does that look like in practice across Asia's heavily regulated sectors? Ganen Sarvananthan traces TPG's journey from using AI as an internal tool in 2019 to deploying a dedicated engineering team focused on portfolio value creation today. But when it comes to healthcare AI in Asia, will government regulation accelerate or block adoption? The radiology case study reveals just how complex the answer is.

What LPs should expect from managers on AI

If you're an LP evaluating a manager re-up, what should you actually expect them to have in place on AI — and is a 20-page consultant report still acceptable? Bruce Crane outlines OTPP's three-dimensional framework for thinking about AI across investments, internal operations and portfolio disruption. Ganen adds that the real question isn't which sectors to avoid, but whether management teams can adapt fast enough to hold onto customers and margins. Watch to find out what separates the managers who are genuinely ready from those who are not.

Global liquidity outlook and TPG's 2026 exit activity

With LP demand for returned capital at its most acute in years, how is TPG actually delivering liquidity across its funds in 2026 — and what does a successful exit strategy look like when markets are volatile? Ganen Sarvananthan shares the details behind the One Oncology sale, the Intersect Power deal with Google and a Southeast Asia schools exit, explaining why diversification is the key to finding pockets of monetisation. And with SpaceX IPO speculation growing, could the biggest liquidity event of the year still be ahead? Watch to find out.

Asia private equity liquidity from an LP perspective

As a pension fund with long-dated liabilities, how does OTPP really think about slow liquidity cycles in Asia — and when does patience become a problem? Bruce Crane explains the critical distinction between delays caused by value creation timelines versus those caused by poor asset quality, and why the era of all assets selling regardless of merit is firmly over. Could the successful exit from OTPP's India hospital platform be the proof point that changes how the market views Asia liquidity? Watch to find out.

Alternative liquidity solutions and the maturing of Asia's GP solutions market

Is Asia's GP solutions market finally catching up with Europe and the US — and what does that mean for LPs seeking liquidity without sacrificing exposure to quality assets? Ganen Sarvananthan argues that fund-to-fund transfers with co-investment are becoming a genuine tool for managing the ebbs and flows of Asian market cycles, while Bruce Crane explains why these structures, when handled correctly, can be a true win-win for everyone involved. But are conflicts being managed well enough for LPs to trust the process? Watch to find out.