Agenda09.00 - 09.02SGT
Welcome remarks09.05 - 10.05SGT
As the new macro landscape, with its unprecedented levels of uncertainty, slowly but surely settles in, private market investors are increasingly looking to reduce external risks and prioritise factors that they can control. This will result in a more discerning approach to asset selection, more control over deals, and even stronger focus on operational excellence. What this means for private equity deal making in the region will be discussed by our panel of esteemed investors who will share their respective investment mindsets.
10.05 - 10.55SGT
- How is the external landscape affecting investment decisions?
- How are GPs evolving to remain competitive?
- What are the viable liquidity options?
- What do the next two years hold for the industry?
As competition from local and global players heats up, finding the right opportunities for private market investors in Southeast Asia’s fragmented landscape is becoming more difficult. In an increasingly challenging macro environment, one with increased scrutiny on financial performance, investors who deliver on the region’s significant promise can hope for future success. Our panel of leading investors will give their views on the best strategies for navigating the challenges in the region.
10.55 - 11.25SGT
- How much is the macro environment affecting Southeast Asia’s private market landscape?
- What are the key concerns for GPs and LPs in the region?
- Has the opportunity set changed in recent years? What geographies and sectors offer the best reward?
- To what extent does ESG play a part in investment decisions?
Networking Coffee Break
Sponsored by11.25 - 12.15SGT
Venture capital in Southeast Asia seems to be quite resilient and might be reasonably placed to ride out the global tech downturn. Although valuation corrections, liquidity, and macro challenges persist, the emergence of sectors such as sustainable food, live streaming commerce, and climate solutions give cause for optimism. How this change in dynamics plays out remains to be seen and will be discussed by our panel of leading tech investors.
12.45 - 14.00SGT
- How resilient is the region amid the global tech uncertainty?
- Does the market expect more quality exits and up-rounds? Will there be more listings in the region’s exchanges?
- What tech opportunities are emerging?
- What is the outlook for later-stage funding?
Networking lunch14.30 - 15.20SGT
South and Southeast Asia are becoming more attractive for private market investors and have performed reasonably well in the last few years. There is no reason to believe this trend will not continue as LPs seek to diversify their allocations and capitalise on the potential. Many GPs operate in both markets and expanding from one region to another seems like a natural thing to do as there a lot of market similarities. Our experienced panel of investors share their approach to both markets and what are their key ingredients for success.
15.40 - 16.25SGT
- What are the similarities between these two markets?
- How difficult is to expand from one market to another?
- Are we seeing more buyout deals done?
- How GPs evolved in these markets?
There are grounds to believe that the current macroeconomic landscape could advance the introduction of mass-market individual investors into private equity. With the influx of family offices and private wealth platforms in the region, and amid a more difficult fundraising environment, fund managers might be more interested in accessing this untapped investor base. As often is the case, technology and regulation play a part and our panel considers the long-term implications of democratising access to private equity.
16.25 - 17.10SGT
- What is the role, both good and bad, of technology platforms in democratisation?
- What needs to be done on the regulatory/reporting front?
- Which sectors and strategies get the most traction with these investors?
- Are semi-liquid products the best way to reach the mass affluent?
With ESG becoming a key driver for investment, private market investors are increasingly being scrutinised for their climate change, social, and governance considerations in investment decision making. Materiality assessment plays a big part in establishing an ESG framework and how fund managers and their portfolio companies factor in materiality and implement ESG varies in practice across regions and companies. A group of leading investors will offer their insights into what they are doing on the fund and portfolio level to get ahead.
17.10 - 18.00SGT
- How do fund managers in the region implement ESG?
- What are the key challenges facing GPs of all sizes in ESG implementation?
- To what extent is ESG becoming a dominant factor in due diligence?
- How are GPs addressing LP concerns over ESG?
Day one close/cocktails
An error occurred trying to play the stream. Please reload the page and try again.Close