Opening remarks and market overview
09:30Private equity in Southeast Asian infrastructure: A bright spot
Despite the challenges of the past 12 months, the infrastructure asset class has remained a bright spot in Southeast Asia. With its stable and long-term reputation, investors continue to actively deploy capital in various sectors across the region and fundraise for big-ticket infrastructure deals. Sectors including renewables, utilities, and telecommunications have fared well in the past year, and LPs are still confident about allocating capital to infrastructure investments. However, concerns remain over various geopolitical and economic risks, and the long-term effects of the pandemic on sectors such as transportation. Our panel of senior infrastructure investors discuss their views on the market, and the opportunities and challenges that they face.
- How has 2020 affected infrastructure investing in the region, and which countries and sectors in Southeast Asia have seen the most interest from private equity investors?
- What sort of conversations have GPs had with their LPs?
- How are firms evaluating project risk in the region, and are they even willing to take on project risk, particularly in light of COVID-19?
- What are the future trends for infrastructure investing in Southeast Asia in the next 12 months?
Networking coffee break
10:45Acceleration of renewable energy investments in Asia
In the past few years, exposure to renewables in the Southeast Asian and Indian markets has captured significant attention from private equity investors as they look towards joint ventures and local partnership opportunities. The pandemic has helped to accelerate this interest, with the funding and development of more traditional energy and commodity projects having been halted, governments and investors alike have spurred demand for green energy projects, especially in the offshore wind space. However, concerns that deal flow in the renewables sector is failing to keep up with increasing demand is a persisting issue. Our panel of industry specialists discuss the investment opportunities available, as well as what is in the pipeline for the year ahead.
- Which renewable sectors are the most investable in the region: offshore wind, floating solar or hydro?
- Is it becoming more difficult to find investible projects in an increasingly crowded market, and what are the key challenges to funding renewable energy projects in Southeast Asia?
- How is the market promoting investment in more efficient and cleaner energy technologies, and how are investors looking at renewables from a sustainability perspective?
- What kinds of transactions/sectors are accessing the debt capital markets?
- Looking ahead at future trends and next frontier opportunities, for example, offshore, distributed generation and battery storage
11:45Capturing investment opportunities in Southeast Asia’s rapid digital growth
The pandemic has highlighted the importance of digital technology and connectivity more than ever. In Southeast Asia alone, 40 million users went online for the first time in 2020. Demand for telecommuting, remote classes, online payments, and other virtual activities has grown during COVID-19, while direct investment opportunities in the digital technology infrastructure market, including data centres, fibre, logistics, and telecommunication towers, are ripe for the picking across the region. With global fund managers looking to expand their opportunity set, this sector has seen an uptick in interest as operators seek capital and form partnerships with investors. In this session, our panel of experts highlight the current and future sector trends.
- What is the outlook for digital technology investments such as data centres and fibre, and what are investors looking at in light of the pandemic?
- Where in Southeast Asia are the best opportunities?
- How can investors leverage technology for better infrastructure delivery and operational efficiency?
- What challenges will technological disruption bring to the portfolios of infrastructure managers, and how can they best prepare?
14:00Transportation investments: Playing the long game
2020 was undoubtedly an extremely challenging year for transportation investments in Southeast Asia, with airports, toll roads, and ports all being affected. However, while there will continue to be headwinds in 2021, there are emerging signs of activity, such as road and highway projects in India. As the region slowly emerges from the pandemic, private investors must ensure that they understand the opportunities and challenges involved, which will undoubtedly remain a mainstay of infrastructure investing, despite the short-term hurdles. Our panel discuss the long-term prospects for the sector, which sub-sectors will fare well in the short term, and how private investors can access the market as opportunities open up again.
- How has the pandemic affected the pace of transportation investments in 2020–21, and how have GPs adapted?
- What is the deal pipeline/outlook for the next 12 months? Which sub-sectors will begin to open up to investors as Southeast Asia emerges from the pandemic?
- How can private investors gain access to transportation projects, and what sort of partners can they work with to do so?
- What is the long-term outlook for the sector?
Networking coffee break
15:15Institutional investor spotlight: Committing capital in the region
Despite the difficulties of 2020, institutional investors continue to see long-term potential in the infrastructure asset class, and in recent years have focused their efforts on funding some of the largest transactions in the region. However, Southeast Asia is still considered to be a risky investment proposition. Geopolitical complexities, fragmented markets, increased competition, and developing the right relationships with local partners are issues that are still at the forefront of many investors’ minds. In this session, hear from leading regional and global institutional investors about the lessons learned when investing in Southeast Asia, how they have adapted in the past year, and their strategies for the future.
- Which geographies and sectors present the best opportunities for institutional investors, and has this changed in the past year?
- Direct investments vs fund investments vs co-investments: which strategy do institutional investors prefer when looking at the region?
- How can institutional investors effectively source both international operators and local partners in Southeast Asia?
- What is the long-term view of institutional investors in terms of the regional infrastructure market post-pandemic?
16:00Roundtable discussions: Meet the infrastructure experts
In these country-specific roundtables, an investment expert will moderate each session and discuss the unique set of risks, challenges, and project pipelines each region has to offer. Designed to promote networking and discussion, experts will share their experiences in sourcing and executing deals in their geographies, as well as the top sectors on the horizon for each country.
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