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Wednesday, 13 October 2021
Registration and refreshments
Opening keynote address
Private markets outlook: Navigating a new era
Led by China, Asia Pacific looks set to spearhead the global post-COVID recovery. Despite geopolitical tensions with some Western nations, China has already called on global partners to help revive key economies. Indeed, the launch of the Regional Comprehensive Economic Partnership (RCEP) – the world’s largest free trade bloc, comprising 15 major Asia Pacific nations – will boost business and investment activities Asia wide. Our panel of renowned experts will analyse the economic outlook and discuss how the private investment landscape might change in the next three to five years.
- How will the US change of leadership affect policies towards Asia, and China in particular?
- How will macro developments affect the global flow of capital and investment activity?
- Which sectors and geographies will offer the most attractive opportunities, and how can foreign investors tap into China’s market liberalization?
- Can we expect any fundamental shifts in LP strategies towards Asia and China?
20 years of private equity in China: Past, present, and future
In 2001, AVCJ launched the first international private equity and venture event focused on the nascent Chinese industry bringing many first-time investors from across the globe to Beijing. From an intimate gathering of friends to the much-anticipated event it is today, the AVCJ China Forum has supported, mirrored and grown with the Mainland GP and LP community. This panel pays tribute to the pioneers of Chinese private equity and how they have accomplished their task with integrity, drive, resilience and intellectual skill. Our “Hall of-Famers” offer their perspective on the past 20 years and peer into the decades ahead.
- How has the people, skillset and the industry evolved in the past 20 years?
- As the GP community diverse their deal focus, their fund size and regional focus, which strategies has consistently delivered outsized returns?
- What does Chinese GPs need to do to ensure a sustainable ecosystem?
- How have GPs responded to the increasing important role of diversity, ESG and corporate governance?
- What will be the major challenges that GPs will face in the next 20 years?
In pursuit of alpha: Lessons in value creation
Faced with slowing global growth and an increasingly complex business environment, value creation has become essential to generating alpha. From creating the right business models to capture the potential of new technologies, to implementing transparent corporate governance to tackle black swan events, GPs need to retool their capabilities. Only those able to transform themselves and their investees will outperform. Our panel of experts ask:
- What kinds of interventions work best in China? What has and has not changed post-COVID-19?
- How is digital transformation boosting value creation?
- What goes into the best operating team?
- Corporate governance and fraud management – what are the lessons learnt?
The consumer story: Still on fire
China’s GDP by purchasing power parity (PPP) reached US25.27 trillion, the world’s largest, in 2020 according to International Monetary Fund. Investors both at home and abroad are once again banking on China’s 1.4 billion consumers to reboot growth. Rapid digital developments have unlocked new behaviours, communication channels, and expectations of brand experience, pushing investors towards new frontiers. New consumer-focused funds are successfully engaging with this increasingly complicated sector. Prominent investors and experts will delve into the consumer space and debate strategies that can best access the opportunities.
- What are the new consumer trends driving deal flows?
- What are the proven strategies, from deal-sourcing to value creation and exits?
- How do overseas investors compete in this very local sector?
- Will we see more consumer-specialist GPs? What niches can they fill?
Deep dive into deep tech investing
Global private investment in deep technologies has soared tremendously. In China, investments will double over the next five years, as the country’s new economic road map calls for increased self-reliance, innovation, and tech decoupling from the West. Where should investors look for the next great technology breakthrough? Our panel of entrepreneurs and investors analyse the trends in deep technologies and predict their evolution over the next five years.
- Global analysis: What and where are investors pursuing?
- How do investors track emerging themes in innovation and pick the winners?
- Which industries will be most disrupted?
- Given political sensitivity, are deep tech funds open to foreign LPs?
Technology: Where are China’s unicorns?
China’s technology sector is growing increasingly polarised. At one end of the spectrum, established unicorns continue to raise capital at elevated valuations from an array of investors. At the other, once-star start-ups that are falling out of favour, with much talk of down rounds and dirty term sheets. Post-COVID-19, investors are being more selective about cash-burning B2C players and placing greater emphasis on B2B. Our expert panellists identify the future category killers in China’s digital economy.
- Which segments are most likely to see down rounds?
- How is investor appetite changing for late-stage rounds?
- Will enterprise services evolve into a sustainable industry?
- What do tighter regulations mean for unicorns and IPO listing?
Workshop: Best practices for fundraising in the current environment
As another wave of Chinese managers look to launch US dollar-denominated funds, despite only experience in the RMB space, they face the same obstacles as their predecessors. Most of all, they need to understand the needs of international LPs regarding strategy, communication, terms and conditions, and structure. The understanding gap is even wider nowadays, as in-person interaction with LPs is curbed. Our panel of experienced GPs, LPs, and advisors discuss the best practices for preparation, pitches, and due diligence, as well as how to adapt to the new normal of LP–GP communications.
- Understanding the LP landscape
- Approaches to pre-marketing and marketing
- Lessons learnt from successful pitches
- Working with placement agents and other intermediaries
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