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08:15
Registration
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08:50
Opening remarks
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09:00
Keynote address
Moderated discussion on geopolitical risk and impact on private markets
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09:30
Southeast Asia private markets outlook: Drivers for decision making
As global macro headwinds continue to influence public markets, investors are increasingly seeing private markets as a safer option for better returns and resilience and funds of all shapes and sizes are adapting to the novel market landscape. How macro-issues and inflation will affect the environment, along with the high volumes of dry powder and rising inflation remains to be seen. Our esteemed panel of investors will delve into what drives investment decision making in 2022 and beyond looking at the markets across Southeast Asia.
- How strong is the competition for deals and what geographies in the region are delivering – Vietnam, Thailand, Indonesia or Malaysia?
- What sectors are offering the best opportunities and will raising inflation create more private equity and private debt opportunities?
- Are we going to see more Southeast Asian IPOs/SPACs and how are GPs returning money to their LPs?
- Can fund managers recruit enough talent amid an increasing talent war?
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10:30
Networking break
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11:00
More exit liquidity options on the horizon
In a year when macro factors are seizing the narrative, companies are more inclined to go either the domestic or regional IPO route rather than offshore to find liquidity to counter a busy fundraising market. This seems to be the case with both Southeast Asia and Singapore, offering a regulatory friendly regime for IPOs and SPACs and recent success stories have showcased the region’s growing viability to generate returns for private market investors. Our panel of successful investors discuss the exit environment and liquidity options.
- How has the exit landscape evolved/ improved in the key markets over the past few years, in terms of optionality and depth?
- Southeast Asia is fragmented. How are investors overcoming challenges of varying legal, tax, accounting and regulatory standards?
- IPOs: Domestic listing vs. Singapore IPO?
- Trade Sales: Who is buying and why?
- Are SPACs delivering as an additional route to liquidity?
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11:45
Venture capital in Southeast Asia: Shifting landscape
Although digitalisation has led economic recovery across the region, it has also reshaped the investment landscape and attracted tech investors from far and wide. Increased liquidity has also contributed to the region becoming more appealing, with the competition for deals and talent being at a high point. Our panel of leading tech investors discuss the changing dynamics in the market, as well as the way forward in the shifting landscape as the region matures and funds look to grow their teams and capabilities to capture the opportunity.
- Has Southeast Asia finally come to the fore and what has the performance been like in the last two years?
- Are we seeing more venture capital investors outside Asia committing to the region?
- Where is the next generation of investment opportunities coming from?
- What can be done to address the talent gap?
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12:30
Networking lunch
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13:30
Southeast Asia Private Equity 2021 Year in Review
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14:00
New economy: Opportunities for private market investors
Already in a strong position, Southeast Asia’s digital transformation only accelerated throughout the pandemic, resulting in an additional 60 million online consumers, contributing to the resilience and recovery of the region’s economy spurring its continued growth. From blockchain and crypto to financial services, health, and agritech, the opportunities seem endless. Our panel of leading GPs consider the best ways to harness the new economy and the services and investments that will stand the test of time.
- What is the new economy’s main driver for growth in the region?
- What sectors offer the best opportunities?
- Do we need more regulation for the new economy?
- How are venture capital investors approaching crypto?
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14:45
Networking break
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15:15
Private credit in 2022
After a period of low interest rates and heavy borrowing by many companies, the rising inflation and expected interest rate hikes might put significant pressure on a lot of businesses across Southeast Asia. Private equity players with credit strategies are perfectly positioned to assist affected companies who might not be open to equity deals but want to work with savvy investors who have experience across cycles. A panel of senior credit experts will examine the opportunities and challenges in the region.
- What is the outlook for credit in 2022 and beyond?
- What geographies and sectors offer the best opportunities?
- What scope is there for differentiated credit strategies?
- How sophisticated is the Southeast Asian credit market compared with other locations?
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16:00
What keeps private market investors awake at night?
In a highly informative and frank discussion, a panel of veteran investors from the region will tackle a range of industry issues that keep them awake at night. In a world fraught with macro and political volatility, this timely session will cover the current trends and topics impacting the industry today. The issues on the table are as follows.
- Macro and geopolitical headwinds
- Talent shortages
- GP–LP issues
- Increasing regulation
- Role of technology in achieving efficiencies
- Fundraising
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17:00
Cocktail
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18:30
Close of conference Day 1
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08:50
Opening remarks
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09:00
Healthcare innovation – The digital future
Even before the pandemic, healthcare was an attractive sector in Southeast Asia, where universal access to medical care was less than ideal. To close the gap, companies are looking for innovative ways to drastically improve access, and this is where private capital and digitalisation are driving efforts and intensifying competition for deals. Our expert panel share their experiences of operating in this sector, including strategies for deal sourcing and managing challenges in the region.
- What is the current level of activity, and where are the opportunities?
- How is digital disruption impacting the ecosystem?
- How does one navigate regulatory and data compliance challenges?
- What is the outlook for the sector?
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09:45
Green economy opportunities for investors in Southeast Asia
Building on what seems to be a watershed year in sustainability awareness and action, there is plenty to do for Southeast Asian governments, investors, and businesses to close the gap on the road to net zero. Sustainable transition will take time and significant investment by all stakeholders, but it can also provide a great set of opportunities for GPs and LPs to innovate and invest in the services and products that will be at the forefront in the future. Our panel of experts discuss how to unlock the opportunities in the region’s green economy.
- What is the current dynamic on emission reduction in the region?
- How can innovation and technology help in closing the gap?
- How do you source and execute low-carbon investment opportunities?
- What is the opportunity set for the electric vehicle industry and agritech?
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10:30
Networking break
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11:00
Navigating ESG challenges in ASEAN
Despite 2021 having seen a significant rise in ESG acceptance and awareness in private markets, it is slowly emerging that running a sustainable business could be a more difficult and nuanced game of compromises than stakeholders have previously anticipated. This is partly due to the deluge of regulations around data reporting and transparency, as investors juggle different sets of rules in different geographies. At the same time, discussions on the convergence of regimes could help simplify the reporting process as investors aim to take their effort to the next level. Our expert panel discuss the situation.
- What is the current state of ESG acceptance in Southeast Asia?
- What are the key challenges facing GPs of all sizes in ESG implementation?
- Will data and technology help in keeping tabs on sustainability credentials at the portfolio and company level?
- Can GPs rehabilitate assets as an ESG strategy instead of shutting them down?
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11:45
Rising LP commitment to the region
With private equity investment in Southeast Asia reaching over USD25 billion (AVCJ Research), institutional investors, whether they are family offices or large pension funds, are continuously increasing their allocation to the region as they look to diversify their portfolio. Southeast Asian private markets have flourished and there is a clear positive vote of confidence as LPs seek strategies to generate alpha and continue to harness the growth story presented by the region. In this session, a panel of global LPs share their views on southeast Asia and address range of key topics.
- Investment considerations – what are the prime concerns for LPs going forward?
- Southeast Asia GP selection – local presence or global players?
- ESG – how is the region tracking compared to other markets?
- Deal competition – how LPs view the blurring line of tech investment in the region?
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12:30
Networking lunch
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13:30
End of conference
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