Opening remarks and market overview
Private equity in Southeast Asian infrastructure: GP insights on the region
Amidst the uncertainty of the past few years, Asian infrastructure remains a favourable asset class for investors, with massive capital raisings from several global GPs in the region. Indeed, private sources of capital, including private equity continues to play a pivotal role when it comes to addressing the US$22 trillion infrastructure funding gap in Southeast Asia, where private investments have helped to promote more sustainable sources of energy, boost telecommunication links, and improve living standards in developing Asia. However, challenges remain when it comes to investing in this diverse and fragmented region. Our panel of senior infrastructure fund managers will discuss their views on the market and the outlook for 2022 and beyond.
- How have macro factors such as the ongoing pandemic and inflation affected investment appetite, and how have GPs had to adapt their strategies and investment thesis?
- Where and which sectors do GPs intend to deploy capital in Southeast Asia?
- What strategies are GPs looking into- greenfield v brownfield investments, open-ended v closed-ended funds?
- What challenges have GPs face when investing in Southeast Asia versus the rest of the region?
Renewables and energy transition in Southeast Asia: coming of age
There is no doubt that renewables and energy transition projects remain the biggest investible segment in Southeast Asia and India, and post-COP 26, policymakers and GPs alike have become increasingly aware of the need to move towards a net-zero carbon economy as well as the need to make more investments to match the huge demand for renewable energy. Whilst the pace of investments in the region remains slow in many countries, activity has been on the uptick as regulatory frameworks are established. Our panel of industry specialists will discuss what factors make Southeast Asia an attractive hub for renewable investment and explore the opportunities available.
- How have various governments provided incentives to attract private investment in the region?
- Which are the most popular markets for renewables across Southeast Asia?
- Which sub-sector of renewable energy will deliver the best returns, and what are some emerging trends of interest, such as hydrogen’s role in decarbonisation?
- What challenges remain when investing in renewables in Southeast Asia, and can deal flow keep up with the increasing demand?
The growing demand for sustainable assets: ESG integration in Southeast Asian infrastructure
Environmental, social and governance (ESG) issues have been at the forefront of global infrastructure fund manager’s minds, with GPs increasingly adopting ESG criteria when making investments in the region. Whilst the Southeast Asian market has historically been slower to adopt ESG standards, mounting pressure from investors, increased government awareness and enhanced regulatory oversight has meant that there is now higher demand for greener, environmentally safer, and climate-resilient infrastructure projects in the region. However, issues such as accuracy of ESG reporting and measuring remain. Our panel of managers will discuss their experiences in investing in the region.
- What is the business case for more sustainable, greener and more climate-resilient projects in Southeast Asia, from both from both a risk management and value creation perspective?
- What are some examples of ESG-compliant projects that GPs have invested in?
- How are ESG considerations being integrated in an infrastructure investment in Southeast Asia, and what are LPs expecting from infrastructure managers when it comes to climate-centric and sustainable investments?
- What challenges do investors face in the region regarding ESG reporting, transparency and disclosure requirements?
The rise and rise of digital infrastructure investments
Demand for digital infrastructure and telecommunications investments in Southeast Asia and India, especially around fiber optic cables, cellular towers, and data centers, has soared in the past few years, fueled by the tremendous demand for increased connectivity due to the global pandemic. As the digital infrastructure gap in Asia expects to reach US$512 billion by 2040, the need for private capital investments is becoming even more urgent. Our panel of global fund managers and digital infrastructure experts will take stock of the top sectors and opportunities in the region.
- What are the drivers behind the growth of digital infrastructure as an asset class in the region, and how can private capital in Southeast Asia and India help to meet demand?
- What is the outlook for sectors such as telecoms towers, broadband fibre networks and data centers, and how can investors tap into this opportunity set?
- Which regions in Southeast Asia are seeing the most activity from a GP perspective?
- How can investors leverage technology for better infrastructure delivery and operational efficiency?
The changing landscape of transportation investments in the region
Whilst the past two years have undoubtedly been challenging for transportation investments in the region, project pipelines are picking up again, most notably in sectors such as highways, toll roads and ports, whilst airports are starting to see some activity. Indeed, governments across the region such as Indonesia, India and Vietnam are increasing their budgets towards building and upgrading national expressways and other transportation assts. However, investors looking into the region for transportation assets must be aware of local frameworks and financing challenges that remain. Our panel of experts will discuss the prospects for the sector and how private investors can access the market as opportunities open up again.
- What is the deal pipeline/outlook for the next 12 months and which sectors and regions have seen the most activity?
- How has the pandemic affected trends in the transportation sector?
- How has the pace of transportation investments been impacted by government initiatives, and are LPs becoming more confident in investing in this sector?
- Which sectors and innovations will become increasingly lucrative prospects for private investment, such as EV/charging/sustainable transportation?
Case study: Successfully investing in South and Southeast Asian infrastructure during the pandemic
Gain insights from a GP that has successfully sourced, executed, and managed a project in South/Southeast Asia in the past year, as well as learn about the challenges and lessons learned along the way.
Global and regional Institutional investor spotlight: what’s next on the infrastructure journey
Institutional investor sentiment towards Southeast Asian and Indian infrastructure remains positive as the region matures, with allocations increasing towards the asset class in sectors ranging from roads and energy transition to digital infrastructure, and with an eye to looking at more climate-friendly investments. However, travel restrictions in the past few years have made it difficult for some investors to source regional assets and develop the right relationships with local teams and partners. In this session, leading regional and global institutional investors will share their outlook on Southeast Asia, and share their strategies for the future.
- Which geographies and sectors have been the bright spots for institutional investors in the region, and has there been increased competition for assets in the past year?
- Direct investments vs fund investments vs co-investments: which strategy do investors prefer when looking at the region?
- How can institutional investors effectively source the right teams and partners to work with on the ground?
- What are some trending sectors that investors have started looking at, and what is the outlook for the year ahead?
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