|
|
| 08:00 |
Registration and refreshments
|
| 08:50 |
Opening remarks
|
| 09:00 |
Economist Briefing (Joint session with the Private Equity Leaader’s and Limited Partner Summits)
|
| 09:30 |
Asian Private Equity: View from the top (Joint session with the Private Equity Leaader’s and Limited Partner Summits)
- How is Asian private equity performing in 2013 and how are issues with valuations, exits and fundraising affecting the industry?
- Which sectors are going to be making the news for PE deals over the next 12 months?
- Asian growth vs distressed western opportunities
- Has the pessimism in some key markets dampened the appetite for Asian PE investment or is the growth story still alive?
- How is accessible financing effecting private equity?
- Will private debt and offer non-traditional PE offerings become standard issue?
- How is the lack of exits in Asia effecting LP’s view on the region?
|
| 10:30 |
Networking coffee break |
| 11:00 |
The rise of early stage investment
- How do Asian VC’s view pre-revenue vs. early revenue investments?
- What effect is the return of angel investors and incubators having on the industry?
- How do you go from a local startup to a multinational corporation?
- What methods are used to in the region?
- Does Asia have sufficient Innovative/Entrepreneurial talent to fuel its innovation growth? Where are these people to be found and how can they be engaged?
- Is the emergence of full service venture capital firms, micro venture fund managers, crowdfunding, incubators and ‘first-time’ funds transforming the industry?
|
| 11:45 |
The emergence of corporate VC in Asia
- How can corporates establish a robust VC value proposition for investee companies to compete with the established traditional players?
- What cooperation and partnerships have corporates formed with VC firms and how does this work in practice?
- Do entrepreneurs understand the investment philosophy of a corporate venture capital firm and in reality is it viewed as a M&A transaction?
- What lessons can be learnt from US counterparts who have a more mature corporate VC landscape?
|
| 12:30 |
Networking lunch |
| 13:30 |
Finding the next big global innovation
- Which technology trends should VC’s watch out for in the coming year?
- Do you have to experiment and try new methods to uncover the next big thing?
- Can Asia be at the forefront of innovation or is likely to follow the trends from the West?
- Will enterprise software and cloud computing be the sectors where innovations is most likely to emerge?
- Can crowdfunding help VCs identify the best investment ideas?
|
| 14:15 |
Getting to the Exits – How VCs will turn potential into profit
- Which venture-backed sectors are likely to see better exit opportunities over the coming years?
- Are the IPO markets going to rebound for venture back companies?
- Could secondary markets become a valid exit option for VC funds?
- Will the entrance of offshore corporates into Asia, and particularly China, provide more exit options?
- How do VC firms minimise loss from the investments that failed to launch?
|
| 15:00 |
VC fundraising: LPs perspective of the industry
- What sectors do LPs prefer and are they more interested in early or later stage investments?
- What are common mistakes made by GPs when meeting with prospective LPs?
- What kind of information do LPs want to see in a neatly organised due diligence packet
- How do you present the track record?
- Do Asian firms increasingly have to look to the US for investment?
- What impact has slowdown in VC deals over the last 18 months had on fundraising and LPs interest in adding VC to their portfolio?
- Has venture delivered returns in recent years
|
| 16:15 |
Networking coffee break |
| 16:30 |
Where is Asia right now and how do you drive success (Joint session with the Private Equity Leaders and Limited Partner Summits)
- How is the Asian private equity model evolving differently to Europe and the US?
- Which sectors will provide the best opportunities going forward and why?
- What trends are likely to develop in fundraising given the competitive and crowded space?
- What are the "value-adds" that GP can bring in to differentiate themselves and put themselves the front of the pack for deals when the market picks up?
|
| 17:30 |
The evolving role of LPs: Global and domestic LP’s share their views on PE (Joint session with the Private Equity Leaders and Limited Partner Summits)
- What sentiments do CIO’s and Trustees have to PE?
- What needs to change in the asset class, transparency, risk metrics etc?
- As LP’s continue to develop direct investment teams and look at co-investment opportunities favourably how are dynamics changing
- Are allocations to Emerging Asia likely to be challenged by the African and Latin American investment opportunity?
|
| 18:00 |
Close of summit
|
| 18:15 |
Cocktail reception |
|
Please note, the programme is subject to change.
|
|
| 08:00 |
Registration and refreshments
|
| 08:50 |
Opening remarks
|
| 09:00 |
Economist Briefing (Joint session with the Private Equity Leaader’s and Limited Partner Summits)
|
| 09:30 |
Asian Private Equity: View from the top (Joint session with the Private Equity Leaader’s and Venture Capitlal Summits)
- How is Asian private equity performing in 2013 and how are issues with valuations, exits and fundraising affecting the industry?
- Which sectors are going to be making the news for PE deals over the next 12 months?
- Asian growth vs distressed western opportunities
- Has the pessimism in some key markets dampened the appetite for Asian PE investment or is the growth story still alive?
- How is accessible financing effecting private equity?
- Will private debt and offer non-traditional PE offerings become standard issue?
- How is the lack of exits in Asia effecting LP’s view on the region?
|
| 10:30 |
Networking coffee break |
| 11:00 |
Effective portfolio management and asset allocation
- Where do LP’s see Asia in terms of current and future portfolio allocation
- How do you select your GPs and what markets and sectors are of preference?
- How do you monitor and evaluate the overall performance of your GPs and their assets?
- How should LP’s be monitoring zombie funds and what right what steps can be taken to make sure they are acting in best interest of investees and LPs?
- Do LPs invest because of internal allocation mandates or alpha returns?
|
| 11:45 |
Technical briefing: Examining the regulatory, tax and legal landscape
- How do tax structures vary across the region?
- What tax pitfalls should LP look out for in Asia?
- What implication will international and domestic regulatory changes have on LPs?
- How can foreign LPs gain a greater understanding of the legality issues of investing in Asia to increase trust in the market?
|
| 12:30 |
Networking lunch |
| 13:30 |
The realities of doing business in Asia
- Which markets in Asia present the best investment opportunities?
- How do LP’s ensure accurate and truthful due diligence is performed prior to making commitments?
- Are LPs favouring locally based teams or a centralised fund management system?
- What criteria should LP’s choose when deciding on their fund managers?
|
14:15
- 15:30 |
Opportunities in the Secondary Market
- With more and more issues with legacy and tail end commitments is the secondary market the best way to extract liquidity
- How is the secondary market growing in Asia and how can LP’s take advantage of that
- Is the secondary market as liquid as LP’s are lead to believe
|
| 16:15 |
Networking coffee break |
| 16:30 |
Where is Asia right now and how do you drive success (Joint session with the Private Equity Leaders and Venture Capital Summits)
- How is the Asian private equity model evolving differently to Europe and the US?
- Which sectors will provide the best opportunities going forward and why?
- What trends are likely to develop in fundraising given the competitive and crowded space?
- What are the "value-adds" that GP can bring in to differentiate themselves and put themselves the front of the pack for deals when the market picks up?
|
| 17:30 |
The evolving role of LPs: Global and domestic LP’s share their views on PE (Joint session with the Private Equity Leaders and Venture CapitalSummits)
- What sentiments do CIO’s and Trustees have to PE?
- What needs to change in the asset class, transparency, risk metrics etc?
- As LP’s continue to develop direct investment teams and look at co-investment opportunities favourably how are dynamics changing
- Are allocations to Emerging Asia likely to be challenged by the African and Latin American investment opportunity?
|
| 18:00 |
Close of summit
|
| 18:15 |
Cocktail reception |
|
Please note, the programme is subject to change.