Thursday, 25 April 2019
Registration and refreshments
LP and GP outlook: The industry view on Indonesia
While Indonesia is an attractive market for private equity investors thanks to its strong macro fundamentals, sourcing large-cap deals remains a protracted process as family owners look for partners they can trust. However, the market is starting to heat up with the influx of international strategic and private equity/venture capital investors. An international panel will discuss:
- What is the outlook given the rise of political, trade, and macro risks?
- What are the opportunities across the asset classes?
- How do LPs and GPs view Indonesia against the rest of the region?
- Have returns and been as expected and what are the sources of liquidity?
Infrastructure play: The investors view of the next five years
The Indonesian government has infrastructure as one of its key priorities for investment, as a way of enabling economic growth and improving connectivity and living standards. Furthermore, Indonesia looks set to see more private equity investment in its growing infrastructure space, as an early phase of government-dominated investment transitions into a more complex financing environment. A panel of international infrastructure investors will share their thoughts on the topic and discuss:
- What are the priority projects and how can PE players gain access?
- What can private investors offer in addition to funding?
- How are international LPs planning to commit to the market?
- Where are the most attractive long-term opportunities, and what are the most effective structures to invest?
Networking coffee break
Harnessing healthcare disruption
Whether it is healthcare, pharmaceuticals, medical devices, and hospitals – the medical and health space has proven a very rewarding sector for investors across Southeast Asia. Cross-border synergies and the opportunity to scale regionally are part of the attraction. This is especially true for Indonesia where the healthcare industry over the last five years has grown at double the rate of the economy.
- What is the size of the healthcare opportunity in Indonesia?
- What impact is technology having on healthcare business models?
- How difficult is it to scale across the region?
- Are valuations on the rise?
Spotlight on cross-border deals
Despite the global political and trade challenges, the number of cross-border deals continues to rise. Moreover, the level of interest Indonesia is attracting is unparalleled, as strategic investors at home and abroad, private equity and venture capital players, and businesses from all around the region look to benefit from the rising tech-enabled tide.
- What is driving the changing mindset of traditional businesses with regards to investment risk?
- How do tech giants fit into the picture and will this disrupt the landscape?
- What sectors attract the most investment and why?
- How can local companies expand across the region?
Venture capital: The late-stage funding dilemma
Indonesia is considered unique among Southeast Asian markets for having the sheer
size to support the creation of domestic technology giants. However, for all the
fervour surrounding technology opportunities in Indonesia, independent local venture capital firms are still thin on the ground. While traditional LPs want to see more evidence of performance before getting involved, the funding gap in late-stage rounds is mainly filled by tech giants.
- How has the venture capital landscape changed in the last three years?
- What sectors provide the best opportunities for scalability?
- Is technology driving the investment thesis?
- How is the late-stage funding gap being addressed?
Networking coffee break
Embracing the digital future
As technology redefines boundaries and business models across numerous industries, the potential for disruption is creating opportunities for entrepreneurs to solve real problems in healthcare, education, and finance, to name a few. Bullishness with regards to Indonesia’s young digital economy has been encouraged by a handful of venture capital-backed homeruns and promising demographics. In 2017, there were 83 million Indonesian digital consumers. This was up from 35 million the year before, and there is still plenty of room for growth.
- How is the digital economy changing Indonesia?
- What technology shifts will make the most impact over the next five to ten years?
- What level of adaption is need for technology driven platforms to succeed in Indonesia?
- What does the future hold and how can investors be at the forefront?
Real estate and tourism opportunities
With strong demographics and rapid urbanisation, the real estate sector appears to be catching the eye of foreign investors. From tourism to residential and commercial, the sector is attracting significant interest and tech savvy entrepreneurs are entering the market with both traditional and disruptive business models. A panel of experts will discuss the opportunities and challenges for investors.
- What real estate segments are proving to be the most attractive?
- How attractive is the sector for foreign investors?
- What are the policy and regulatory changes?
- What are the potential challenges for investors?
Close of conference and cocktail reception