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AVCJ Private Equity & Venture Forum - Taiwan

The premier private equity & venture capital forum in Taiwan

Virtual Event

Agenda

08:50 - 09:00
TWT

Opening remarks

09:45 - 09:55
TWT

Networking break

09:55 - 10:55
TWT

Navigating the private markets of today and beyond

Private equity deal activity has continued to move from strength to strength during the pandemic with 2021 activity hitting an all-time high with over $1 trillion of deals recorded by Dealogic. While largely driven by the American deal activity, Asia continues to perform well despite dealing with continued geopolitical and regulatory issues, new COVID variants, increasing competition and the pressure to adopt world-class ESG principles. How will fund managers navigate the future? Our panel of private market leaders weigh in on the outlook for Taiwan, the rest of Asia and across the globe.

  • How will macroeconomics affect private market investments?
  • What lessons have GPs learned in digitalizing their portfolios and how can it be improved in the future?
  • How has ESG implementation and focus on diversity evolved in the past two years?
  • Which sectors and geographies will see the most activity in the coming year and how do investors best tap these opportunities?
10:55 - 11:05
TWT

Networking break

11:05 - 11:50
TWT

Fireside chat: Dealmaking in Taiwan: Full steam ahead

Despite the numerous challenges, the market sentiment for investments into Taiwan has remained positive and dealmakers are building on the momentum. With the shifting of global supply chains, the ongoing trade tensions between the US and China and other key drivers, Taiwan’s superior technology prowess stands out and continues to attract interest from all both PE and VCs across Asia. Moreover, SPACs have entered the fray and view Taiwanese companies as strong potential targets that will get attractive valuations after the de-SPAC. Our panel of investors and dealmakers assess the landscape for dealmaking in Taiwan.

  • How have geopolitical tensions affected deal flow within Taiwan and how to circumvent it? 
  • SPACs vs private equity vs traditional financing: which model works best in Taiwan?
  • What are the issues with implementing ESG, automation and digitalization with Taiwanese companies?
11:50 - 12:00
TWT

Networking break

12:00 - 12:45
TWT

Cross-border investing: Opportunities beyond the usual

Taiwan plus one, a strategy adopted by private equity managers to focus on Taiwan and one other geography, has been around for decades. The traditional destinations of Mainland China and Japan are being joined by increasing activity into Southeast Asia and other new destinations. This expansion has created more opportunities for partnerships with between local and regional GPs, especially those with Taiwanese experience and can add value beyond capital overseas. This panel of local and overseas experts will examine the opportunities abroad for Taiwanese investors, as well as share their experience on the keys to success.

  • Which geographies have emerged as the investment hotspots for Taiwanese investors and where should they be looking at next?
  • How can Taiwanese investors create value for their overseas targets? And vice versa?
  • What have investors done to alleviate geopolitical concerns and avoid potential conflicts?
12:45 - 13:45
TWT

Networking lunch

13:45 - 14:30
TWT

Renewables: Taiwan still the hotspot?

While Taiwan has been a favoured destination in recent years for renewable energy investors, the rest of the Asia-Pacific region is picking up pace. Our diversified panel of experts discusses the outlook for green investments in Taiwan, looking at whether its favorable locations and regulatory incentives for offshore wind - as illustrated by the announcement of the Zonal Development Round - will solidify its position as a regional hub. Other opportunities include a strong drive into electric Vehicles and continued commitments by local companies to go green.

  • What makes Taiwan a compelling destination for renewables? And how does it compare with other geographies?
  • What are the challenges of operating in Taiwan, and how does one overcome them?
  • What do recent regulatory shifts mean for investors?
  • What are the latest trends and opportunities that investors need to pay attention to?
14:30 - 14:45
TWT

Networking break

14:45 - 15:30
TWT

Harnessing opportunities from digital advancement

The landscape for technology investments is rapidly evolving. From the rise of the metaverse to soaring use (and value) of cryptocurrencies, and the widespread adoption of digitalization and automation of the work process, this new wave of technological advancement is set to play a significant role in the future of dealmaking. Taiwan, with its skilled workforce, its ability to source and manufacture components, will be a core player in providing the digital infrastructure for this opportunity. Our panelists share their thoughts on Taiwan’s role in the next stage of global advancement in technology.

  • How is the Taiwan technology landscape evolving, and which sub-sectors will see the most growth in the coming years?
  • How have small to mid-size companies reacted to the increasing adoption of technology?
  • Will recent government initiatives effectively further the development of Taiwan’s venture capital ecosystem?
15:30 - 15:45
TWT

Networking break

15:45 - 16:30
TWT

2022 and beyond: LP perspectives on private markets

Despite the uncertain global outlook, Taiwanese LPs and their global peers have taken not only a keen interest but have also increased allocations into alternative investments, as they seek strategies to generate alpha. Historically, Taiwanese institutional investors have been restricted to an alternatives cap; however, the latest regulatory changes may mean more opportunities to invest in private markets. Our panel of LPs discuss their approaches towards alternatives.

  • Will Taiwanese and other Asian LPs take a leading role in promoting ESG and diversity as their counterparts in the west have?
  • Besides the larger regional and global GPs, what geographies and sectors are Taiwanese LPs looking for?
  • How do LPs view the domestic private equity market and will they invest in its potential?
16:30
TWT

End of conference