AVCJ PRIVATE EQUITY & VENTURE FORUM€¦ · private equity investment landscape, key sectors and...
Transcript of AVCJ PRIVATE EQUITY & VENTURE FORUM€¦ · private equity investment landscape, key sectors and...
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AVCJ PRIVATE EQUITY & VENTURE FORUMGlobal perspective, local opportunity
The AVCJ Southeast Asia Virtual Forum will bring together leading GPs, LPs, and industry players to connect on a fully interactive digital platform, transcending borders and time zones for a two-day conference into the Southeast Asian private equity and venture capital landscape, and to help equip attendees for the rebound.
Through interactive panel discussions, briefings, case studies and live Q&A sessions, this online event aims to provide delegates with practical and actionable insights into the current investment outlook across various regions and sectors.
As with our physical AVCJ Forums, this digital event will encourage thought-provoking discussions, collaboration and networking between 30+ speakers and 700+ attendees globally- all from the comfort, convenience and safety of your device.
#avcjSEAVirtualForum
2020 SERIES
22-23 July, 2020
AVCJ Southeast Asia Virtual Forum
In Association with:
700+Delegates
30+Expert speakers
200+Limited Partners
The virtual forum will bring together:
Co-Sponsors
11.5 CPD points can be claimed after
attending the Forum
Southeast Asia Virtual Forum
www.avcjforum.com/sea-virtual-forum
In Association with:
Register now online at www.avcjforum.com/sea-virtual-forum
Email: [email protected] Call: +852 2158 9636
Benefits of attending
• Network with attendees in real time and make meaningful connections virtually through meetings, live polls and Q&A
• Participate in interactive panel sessions, case studies, and presentations
• Stay ahead of the curve and learn about upcoming trends and opportunities in the Southeast Asian private equity and venture landscape
• Hear from some of the world’s top fund managers as they share examples of successful strategies used to navigate the current crisis
• Understand the importance of having a sophisticated value creation strategy
• Gain insights from global and regional LPs on their views of the region
About us
AVCJ is the leading provider of intelligence on Asian private equity and venture capital. AVCJ’s suite of products focuses on news and analysis, research and data, as well as a series of conferences and networking events held in the financial centres of Asia.
Sample demographics from a recent AVCJ Live Broadcast on Regional Private Equity
Chairman / CEO / Managing Partner, 4%
Director / Portfolio Manager / General Manager, 17%
Managing Director / Partner / CIO, 23%
Principal / VP / Manager /
Associate, 51%
Law Firms,23%
Financial Advisor / Consultant, 33%
Family Offices/Private Investors, 3%
Hong Kong, 21%Others, 1%
Others (Accountancy,
Trust & Agency, etc.), 7% Funds 10%
Others, 5%
Singapore, 32%
Australia & New Zealand, 13%
China, 5%
Others - Asia., 10%
Malaysia, 6%
Indonesia, 5%
India, 7%
Commerical Banks / Investment Banks, 14%
Corporates, 6%
Government & Associations, 2%
Insurance, 2%
Chairman / CEO / Managing Partner, 10%
Director / Portfolio Manager / Chief Representative, 16%
Managing Director / Partner / CFO, 28%
Principal / VP / Manager /
Associate, 44%
Financial Advisory,32%
Legal Advisory, 12%
PE/VC General Partners, 28% Hong Kong,
33%Others, 4%Others 4%
Limited Partners 20%
Others, 2%
Singapore, 24%Australia & New Zealand, 8%
Others - Asia., 7%
Malaysia, 3%Indonesia, 2%
India, 6%
Consultants / Professional Services, 4%
Managing Director / Partner / CFO / CIO, 17%
Director / Portfolio Manager / Chief Representative, 19%
Chairman / CEO / Managing Partner, 3%
Principal / VP / Manager /
Associate, 58%Banks / iBanks,6%Legal
Advisory, 13%
PE/VC General Partners, 10%
Others, 1%
Others (Gov't, Associations,
etc.), 4%
Corporates 18%
Others, 3%
Japan, 67%
Australia & New Zealand, 4%
Others - Asia, 6%Indonesia, 2%
Hong Kong, 7%
Limited Partners, 17%
Consultants, 18%
Professional Services - Others, 4%
Japan & Korea, 7%
China, 6%
U.S.A., 1%
Singapore, 10%China, 2%
Financial Advisory, 10%
• What strategies have GPs and LPs employed to help them navigate the complexities of 2020?
• How will fundraising efforts be affected across Southeast Asia?
• What will be the growing role of technology, digital infrastructure and digital healthcare platforms?
• How have Southeast Asian operational partners worked to support their portfolio companies through the crisis?
• What is the outlook for cross-border investing in the region?
Topics will include:
Southeast Asia Virtual Forum
www.avcjforum.com/sea-virtual-forum
In Association with:
Senior Industry Professionals
Tim BurroughsManaging EditorASIAN VENTURE CAPITAL JOURNAL
Shane ChessonManaging PartnerOPENSPACE VENTURES
Willson CuacaCo-Founder and Managing PartnerEAST VENTURES
Suresh DalaiSenior DirectorALVAREZ & MARSAL
Robin GangulyEditor APACINFRAMATION GROUP
Atiff GillPrincipalCVC CAPITAL PARTNERS
Alicia GregoryHead of Private EquityFUTURE FUND
Ben HartPartner & Head of Investor Relations (Asia)ADAMS STREET PARTNERS
Saifulbahri HassanSenior Vice PresidentKUMPULAN WANG PERSARAAN (DIPERBADANKAN) [“KWAP”]
Alicia García HerreroChief Economist-Asia PacificNATIXIS
Andy HoManaging Director & Chief Investment OfficerVINACAPITAL
James HuangFounding Managing Partner, PANACEA HEALTHCARE VENTUREManaging Partner, KPCB CHINA
Nainesh JaisinghFounding Partner and Chief Executive OfficerAFFIRMA CAPITAL
Abhishek KapurManaging DirectorKKR CAPSTONE
T.J. KonoPartnerUNISON CAPITAL
Judith LiPartnerLILLY ASIA VENTURES
Christopher LowManaging DirectorMACQUARIE INFRASTRUCTURE AND REAL ASSETS
Daniel MalloManaging Director – Head of Natural Resources & Infrastructure, Asia PacificSOCIÉTÉ GÉNÉRALE
Valerie Mantot-GroeneRegional Managing Director – APACAPEX GROUP
Sunil MishraPartnerADAMS STREET PARTNERS
Southeast Asia Virtual Forum
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In Association with:
Senior Industry Professionals
Jeffrey PerlmanManaging Director, Head of Southeast AsiaWARBURG PINCUS
Sam RobinsonManaging PartnerNORTH-EAST PRIVATE EQUITY ASIA
Riddhima SaxenaEmerging Markets EditorMERGERMARKET
Helmut SchuehslerCEO & ChairmanTVM CAPITAL HEALTHCARE
Kyle ShawFounder and Managing PartnerSHAWKWEI & PARTNERS
Rajesh SreenivasanHead, Technology, Media & Telecommunications Practice GroupRAJAH & TANN ASIA
Jeff StaplesChief Operating OfficerUNITED FAMILY HEALTHCARE
Josh SternDirector, Private InvestmentsROBERT WOOD JOHNSON FOUNDATION
Syed Yasir Arafat Syed Abd KadirChief Executive OfficerEKUITI NASIONAL BERHAD (EKUINAS)
Choon Hong TanCo-Chief Investment OfficerNORTHSTAR GROUP
Geoffrey TanManaging Director, Asia PacificDEVELOPMENT FINANCE CORPORATION (DFC)
Ravi ThakranGroup Chairman, South & Southeast Asia, Australia and Middle East, LVMH GROUP; FounderL CAPITAL ASIA
Andrew ThompsonHead of Private Equity Asia Pacific, Head of Deal AdvisoryKPMG
Alasdair ThomsonManaging Partner and Co-FounderSIERRA MADRE
Martin TornbergHead of Overseas Strategic InvestmentsPINGAN TECHNOLOGY (HK) LIMITED
Conrad TsangFounder and ChairmanSTRATEGIC YEAR HOLDINGS LIMITED
Thomas WalentaSenior Investment OfficerASIA INFRASTRUCTURE INVESTMENT BANK (AIIB)
Stanley YangExecutive Vice President, Group Corporate DevelopmentFIRST PACIFIC
Xiaolin ZhengStrategic Investment DirectorJD.COM
Southeast Asia Virtual Forum
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In Association with:
PROGRAMME
Day 1 : Wednesday, 22 July
09:00 Economist briefing: Southeast-Asian outlook and growth prospects in 2021
09:30 Fireside chat with Jeffrey Perlman, Managing Director, Head of Southeast Asia, WARBURG PINCUS
Interviewed by Tim Burroughs, Managing Editor, ASIAN VENTURE CAPITAL JOURNAL
10:00 Networking break
10:15 Private equity leaders’ panel: opportunities in the rebound
Despite the challenges of 2020, Southeast Asia remains an attractive investment destination for global GPs, with its 600 million-strong consumer base and rapid growth taking place across various sectors and countries. As the region begins to prepare for the rebound, Southeast Asia is poised to benefit from the growth of technology-driven sectors as well as the diversification of global supply chains. For private investors, now may be an opportune moment to bargain-hunt and cherry pick for hidden prospects. Our esteemed group of GPs will showcase the strategies they have adopted in the past year and share their insights into how to capture opportunities in the region.• How is the global uncertainty affecting investment
decisions in the region? • What strategies have GPs employed to help them
navigate the complexities of 2020?• How and where are GPs actively seeking opportunities
in Southeast Asia?• What are the questions LPs have been asking in the
past year?
10:45 Discussion and Q&A
11:00 Networking break
11:15 Country briefings: Asian private markets in 2020
In this session, country experts from key markets across Southeast Asia will provide their insights into the current state of play in their respective regions, covering the private equity investment landscape, key sectors and strategies to consider, and challenges for the year ahead. This will be followed by an interactive discussion and Q&A session.
11:45 Q&A (panel discussion)
12:00 Intermission
15:00 Southeast Asia tech: All hands on deck
In 2019, Southeast Asia’s venture capital firms hit a fundraising high of US$3.5 billion. However, this year is likely to be one of tightened purse strings as fund managers tread cautiously in terms of committing capital to new investments. That said, as we head towards a new normal, strategic value opportunities such as online work collaboration tools and e-commerce platforms will surely arise. Our panel of venture capitalists and entrepreneurs will discuss best practices for coping with the crisis, and how to prepare for the silver lining ahead.• What will be the role of technology in the changing
landscape in the years to come?• How will fundraising efforts be affected across
Southeast Asia?• Hands-on venture capital: How can firms best help
their portfolio companies in times of disruption?• Survival of the fittest: How can regional businesses
cope?
15:30 Q&A (panel discussion)
15:45 Networking break
16:00
Private infrastructure investment in Southeast Asia: An update
In association with
As Asia focuses its resources on containing the outbreak, infrastructure projects across Southeast Asia have stalled; most notably in hard-hit sectors such as airports, railways, and toll roads. Nevertheless, despite the current economic turmoil, infrastructure investment has been touted as a fast-track recovery tool. A report by AIIB predicts that the industry will rebound in line with underlying infrastructure demand across the region, and we will see growing trends such as the importance of a resilient digital infrastructure. Our panel of industry specialists will provide their thoughts on how private investors might tap into investment opportunities in the coming years, and whether global GPs will be cautious around opportunities in more volatile markets in Southeast Asia.• GP perspective: What has been the impact on
infrastructure deals in the region in 2020?• How will regional governments use infrastructure to
stimulate their respective economies?• What will be the growing role of digital infrastructure,
from having secure data centres to high-capacity fibre networks?
• How are firms undergoing risk evaluation for projects in the region, and will GPs still be willing to take greenfield project risks in Southeast Asia?
16:30 Q&A (panel discussion)
Southeast Asia Virtual Forum
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In Association with:
PROGRAMME
Day 2 : Thursday, 23 July
09:00Capturing growth across borders in association with
With businesses looking to expand their operations against an increasingly maturing business landscape, there has been an increasing need for Southeast Asian companies to maximise their cross-border opportunities. As the region returns to normalcy, private equity, venture capital, and strategic corporate investors will be searching for new pockets of opportunity to invest in the next regional champions. However, integration challenges in a fragmented and diverse region, and the complexity of cross-border deals, are obstacles that need to be overcome. Our group of on-the-ground practitioners will discuss the outlook for cross-border investing and share their predictions of the sectors that will rise against the tide.• What have been the drivers of cross-border private
equity, venture capital and M&A deals in Southeast Asia in the past year?
• What are the keys to managing cross-border portfolio companies in this fragmented region?
• How have investors and corporates overcome challenges to cross-border deal making with travel bans in place?
• What is Southeast Asia’s role in the supply chain of the future?
09:30 Q&A
09:45 Networking break
10:00 LPs’ view on private markets
According to a recent institutional investor survey featuring 100+ LPs, a majority of respondents stated that they do not plan to make any changes to their private market allocations or leave certain geographies in the short term. Despite investors becoming more comfortable with deploying capital to Southeast Asia in recent years, as well as the region being voted the most attractive investment destination by LPs in a 2019 EMPEA survey, are the region’s fragmented markets, succession challenges, and track records set to become a deterrent? Our esteemed panel of local and international LPs will discuss opportunities in Southeast Asia, where they plan to allocate, and their mid- and long-term strategies for the region. • What have been some of the unique challenges faced
by LPs this year?• How are LPs viewing the region’s investment outlook?• What level of transparency will LPs expect from GPs
going forward, especially in higher-risk regions in Southeast Asia?
• What are investors’ short- and long-term strategies for balancing risk in the year ahead?
10:30 Q&A (panel discussion)
10:50 Networking break
11:00Interview with Ravi Thakran Group Chairman, South & Southeast Asia, Australia and Middle East, LVMH GROUP; Founder, L CAPITAL ASIA
Interviewed by Tim Burroughs, Managing Editor, ASIAN VENTURE CAPITAL JOURNAL
15:00 Operational value-add: The new playbook
There has never been a more crucial time for private equity firms to take a proactive role in value creation and to provide portfolio companies with the support they need for future success. As operating teams continue to grapple with the changing times, Asian business leaders need to decide how to not merely weather the storm, but also how best to strengthen the competitiveness of their portfolio companies. How have Southeast Asian operational partners responded so far? Our panel will discuss the different approaches they have taken across the region in formulating an effective value creation strategy.• What are the opportunities and challenges for
improving operations in the new norm?• Case study: How have Southeast Asian operational
partners worked to support their portfolio companies through the crisis?
• Will there be changes in portfolio governance models?• How can firms harness technology to accelerate value
creation across portfolios?
15:30 Q&A (case study)
15:45 Networking break
16:00 An ever-growing demand for healthcare
COVID-19 has highlighted the importance of having a strong healthcare system. The proactive steps taken by many Asian countries, coupled with the region’s growing population and rising affluence demonstrates the potential of this sector. From a private equity perspective, opportunities exist in the massive supply–demand gaps in the region, where governments are underinvesting in healthcare infrastructure and it is expected that the demand for investments in private hospitals, digital healthcare platforms, and biotech companies will increase significantly. Our healthcare experts will discuss the current opportunities in Southeast Asia, as well as what to invest in for the future.• What will be the short- and long-term impacts on the
healthcare sector?• What are some of the challenges when investing in
Southeast Asia-based healthcare companies, such as regulatory risks?
• Will we see a rise in digital healthcare platforms?• What are some of the strategies when approaching
regional healthcare investments?
16:35 Q&A (panel discussion)
BOOKING DETAILS Email this form to [email protected]
Standard rate(after 3 July 2020)
US$299
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Contact us
Fees include the two-day virtual forum.
Registration enquiries: Anil Nathani t: +852 2158 9636 e: [email protected] opportunities: Jessica Shum t: +852 2158 9715 e: [email protected] enquiries: Darryl Mag t: +852 2158 9639 e: [email protected] and media enquiries: Gloria Wong t: +852 2158 9633 e: [email protected]
AVCJ Private Equity & Venture ForumGlobal Perspective, Local Opportunity
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Cancellation/refund policy: A cancellation charge of US$100 is applicable to written cancellations received on or before 8th July 2020. No refund will be made for cancellations after the date due to our advance guaranty obligations and administration costs. A substitute delegate is welcome but the organiser MUST be notified in advance of the meeting to avoid incurring a charge. Substitutions may NOT be made at the meeting..Pay in advance: We will include registrants’ names on the official delegate list if we have received your registration fees by 15th July 2020. All payments should be made immediately. Regrettably, no entrance will be permitted for payments not received in advance.
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Southeast Asia Virtual Forum