Setting the scene (Joint session with the PE Leaders’ and Venture Capital Summits)
09:30
Asian private equity: Looking ahead (Joint session with the PE Leaders’ and Venture Capital Summits)
How do you get comfortable acting on investment opportunities?
What has changed in terms of approaches to value creation?
How has COVID-19 impacted the day-to-day operations of PE firms?
What is the outlook for 2021 and beyond?
10:30
Networking coffee break
11:00
In-depth view: The Asian perspective
How have portfolios held up in 2020? Are distributions tailing off?
Are co-investment opportunities being offered and acted on?
Has COVID-19 changed which geographies and strategies are most attractive?
How is ESG playing a more important role in terms of Asia allocations?
11:45
Remote management: Global portfolios, virtual connections
What are the information priorities when you can’t visit a GP in person?
Can you make new commitments without doing on-site due diligence?
Have travel restrictions led to an unconscious bias to home regions?
How difficult is it to build a truly diversified portfolio in the current environment?
12:30
Executive address (Joint session with the PE Leaders’ and Venture Capital Summits)
13:00
Networking lunch
14:00
Top tips sessions
Ensuring alignment of interest in secondaries/Looking beyond IRR in performance assessment/Tell-tale signs of instability within a GP/Getting clarity on subscription lines of credit
16:00
Networking coffee break
16:30
Asia venture capital: Navigating market instability (Joint session with the PE Leaders’ and Venture Capital Summits)
How have investment priorities changed since the start of the year?
What issues are at stake when companies contemplate down rounds?
How are GPs rethinking their exit options?
Is the shift in focus from B2C to B2B a cyclical or structural phenomenon?
17:15
Institutional perspective: How LPs view Asia (Joint session with the PE Leaders’ and Venture Capital Summits)
Have COVID-19 and the macro climate altered approaches to Asia?
What has and hasn’t worked well this year in LP-GP communications?
Where does specialization rank among the qualities LPs want to see in GPs?
Is the return profile in Asia skewed toward a couple of sectors?
