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Programme Day 1
Day 1 | Day 2
Registration and refreshment
The private markets outlook for 2018
Institutional investors are confident that alternative assets, especially private equity, will continue to deliver superior returns, and are making larger allocations. Global and pan-Asian managers are raising correspondingly bigger funds for various strategies, sectors, and regions, in record time. Despite the bullishness, investors still worry about deal flow, valuations, and future prospects. Our panel examines the current state of the market and discusses what industry leaders are doing to achieve Alpha.
- What are the key factors affecting the investment landscape?
- What is the impact of prolonged high valuations? How has this affected the investment cycle?
- How are international GPs adopting their strategies for investing in China? How do they hedge against the risks?
- How are cross-border themes playing out? Are they triggered by the One Belt, One Road initiative and the evolving Chinese economy?
The evolution of the China deal opportunity
Chinese private equity continues to evolve, from its original focus on growth capital, into more diverse approaches, including privatisations, succession planning situations, and corporate carve-outs. However, new opportunities present new challenges and GPs must adjust their strategies to succeed. Our panel analyse developments and discuss how to access emerging opportunities.
- How has the deal environment evolved in the last 12 months? Where are the opportunities?
- Is specialisation the new key to success?
- What factors are bringing GPs, LPs, and strategic investors together? What aligns them and what sets them apart?
- How do you develop a compelling strategy and communicate it to LPs?
Private equity’s role in the Belt and Road initiative
The Chinese government’s Belt and Road Initiative (BRI) continues to gain momentum with investments into the economies along the “Belt” and the “Road” surging in the last two years. While the focus currently on the infrastructure and related projects, new investors are looking towards emerging opportunities in various sectors that will enhance transnational connectivity and resolve long term development needs for the BRI countries. The investment potential is enormous but complex. Our panel of senior policy makers and investment professionals highlight the opportunities that will emerge in the next five years.
- What are the potential mid-to-long term investment opportunities triggered by the Belt and Road Initiative? How can PE investors play a role?
- What new policies and enhanced initiatives are in the pipeline to facilitate BRI-related investments?
- Where are the most attractive opportunities for financial investors and how can funds get in the game?
- What are the key challenges encountered – from dealsourcing to deal execution – and how can they overcome?
Value creation: Go beyond the basics
If GPs are going to deliver Alpha in 2018 and beyond, they have to understand changing business models and consumer behaviour, and the impact of disruptive technologies. GPs need to retool their value creation capabilities, and while the basic ingredients for success remain the same, only those who can transform portfolio companies profitably will outperform. Our panel of international and local experts ask:
- What approaches to value creation have been most successful, and can international experiences be applied in China?
- What are the best ways to ensure management team buy-in?
- How can GPs take advantage of new and potentially disruptive technologies to create value for portfolio companies?
- How do you build an efficient operating team?
The rise of distress investing in China
The Government’s stringent control on NPLs, alongside the growing bubble of corporate debt, continues to drive distress and restructuring opportunities in China. While the industry has been previously dominated by a handful of local GPs and AMCs, foreign distressed investors and specialists arms of private equity firms are increasingly important competitors. How will China's distress landscape evolve over the next five years? Our panel of professionals discuss:
- Which themes offer the most promise for distress investors?
- How much competition is there from local and foreign players?
- What are the resources required for post-deal management?
- What is the risk/return expectation for the asset class?
Chinese venture capital: The way to the world’s largest market
Chinese venture capital is booming again. The proliferation of state-backed funds, the emergence of spinouts from global and domestic brand names, the wave of opportunities in areas such as AI, robotics, and big data, as well as revived exit routes via M&A and IPO at home and abroad, all support Chinese venture capital’s next phase of growth. However, obstacles along the way include sustainability of capital, availability of attractive deals, and intense competition. Our panellists discuss:
- Where are the most exciting innovations and entrepreneurs?
- How is renminbi fundraising reshaping the market?
- Will new fund managers continue to get traction? Is the market saturated with players?
- How is the exit environment developing? Are venture capital secondaries a viable option?
Chinese technology: Going global
China has emerged as a leader in global technology, with its proliferation of creative business models and products that have triumphed domestically. Chinese tech investors are eager to take these innovations overseas, especially to Southeast Asia and India, and other high-growth markets with rising tech-savvy middle classes. But execution challenges range from identifying the right partner to perfecting a product that works across borders. Our panel of experienced deal-makers analyse the trends, and share their experiences and tips for success.
- What types of technologies/products are suited to expansion, and how are deals sourced?
- What are the new drivers for cross-borders activities?
- Are China-driven cross-border deals a permanent feature of the landscape or a temporary trend?
- How do you manage cross-border business and post-deal integration?
- Are Chinese products and technologies really applicable to other markets?