Wednesday, 25 April 2017
Registration and refreshments
LP and GP panel: Realising the potential of Indonesia
Although demographics and market fundamentals have been strong in Indonesia, the lack of listings, underdeveloped infrastructure, and dependence on natural resources have limited global investors’ appetites. With the recent reforms by the Government, relaxing of the negative list and significant improvement in infrastructure, Indonesia is continuing to emerge as an attractive destination for foreign investors.
- How can investors turn long-term potential into reality?
- Where are the opportunities in PE, VC, and credit?
- What are the Government reforms and incentives driving investment?
- What are the main risks concerning LPs?
- Where does Indonesia rank among other markets in Asia?
Networking coffee break
Solving the infrastructure puzzle
With the Government unveiling a big infrastructure drive worth over US$370 billion, the role of private investors in closing the funding gap has become more apparent. Improving the infrastructure is a necessity in allowing companies to grow and harness the consumer potential the country has to offer. A panel of international infrastructure investors will share their thoughts on how to find and manage deals in Indonesia.
- What are the priority projects for investment?
- What can private investors offer in addition to funding?
- How are PPP projects progressing?
- What subsectors provide the best opportunity?
Exit spotlight: Capital markets vs. Trade sales
The exit story is still inconsistent in Southeast Asia, especially from an IPO perspective. As a result, policymakers are now pushing to create an attractive and consistent exit environment, especially at the growth end of the market. Trade sales are the preferred method and attracting strategic buyers is the optimal route. On the VC side, the exchanges are trying to attract tech companies to list locally, with secondaries helping GPs source exits, find capital, and help companies in an emerging region continue to grow.
- How does the capital markets environment compare with rest of the region?
- What is the LP view on exits and does it weigh negatively on the region?
- How have GPs sourced exit routes and when should this process start?
- What does the SEA and Kioson IPOs mean for the regional ecosystem?
- How active has the M&A been and how are the deals structured?
Fireside chat: Role of conglomerates, corporate VC, and HNWI
The corporate and family groups that have dominated Indonesia’s economy are increasing their interest in funding startups. Corporate VC arms, 2nd and 3rd generation entrepreneurs, and conglomerates are all investing in technology startups rather than their traditional focus on property and manufacturing. A diverse panel will cover:
- What do entrepreneurs need to know when choosing between corporate and traditional VC partnerships?
- How can family businesses and conglomerates add value in addition to investment?
- How do you balance financial returns against technological developments?
- What has been the driver for a change in investment thesis, and how are deals being executed and managed?
The business of leisure and lifestyle
With rising wages and the growth of the middle class, more discretionary income has become available for leisure pursuits. This shift in consumption provides an opportunity for traditional and online players from F&B, tourism, sport and entertainment, luxury, wellness, and beauty to fashion and arts to capture 250 million plus consumers in Indonesia and expand across the region. A panel of company founders will discuss:
- How have consumer patterns changed over the years?
- What is the size of the opportunity in tourism and travel?
- What other verticals are attracting investment?
- Which local consumer businesses have grown and expanded overseas?
The role of female entrepreneurs in the economy: Harnessing Indonesia’s human capital
In PE, VC, the startup ecosystem, and the broader corporate world, women are underrepresented and the gender gap is significant. This might be due to the nature of work, industry culture, or more likely a combination of both, as well as other factors. However, to unlock its future, Indonesia has to tap into the massive potential of its female entrepreneurs and make economic growth inclusive. The esteemed panel will discuss the current environment, challenges, and opportunities available to close the gender gap.
- What factors have contributed to Indonesia having women in prominent leadership roles?
- Are we seeing an evolution of women founders?
- How should firms nurture career progression to a senior level, and how can you attract and retain top talent?
- What should the industry be doing to attract more women at the start of their career paths?
Networking coffee break
Indonesian fintech: Taking the lead
Due to the distinctive geography and significant amount of the population not having access to banks, Indonesia has seen a wave of startups that have developed products as an alternative to traditional banking. Local and international players are hoping to capitalise on the needs of small businesses and consumers driven by e-commerce. Deal activity in fintech is consistently rising and this places Indonesia as one of the region’s leaders.
- What is the current landscape for fintech?
- How can the regulatory framework help fast track industry growth?
- Where do the traditional banks fit in the ecosystem?
- Is the growth of fintech business and services sustainable?
The role of VC in the digital economy
VC has come to the fore in Indonesia – propelled forward by a youthful population, rising disposable income, and growth in smart phone use. With an increased demand for tech enabled services, the likes of Go-Jek, Lazada, and Traveloka are leading the way in online-to-offline e-commerce, whilst Kioson – listed on the ISX – is opening the door for the next wave of startups, showing a viable exit route other than trade sale.
- How is the VC landscape developing?
- How can the Government support the startup ecosystem?
- Where do the strategic investors from China, Japan, and rest of Asia fit into the ecosystem?
- How do you close the gap in late-stage funding?
With an increased demand for tech enabled consumer services, some of them solving societal problems, this special session will focus on local and international players from four sectors driving investments.