Programme - Limited Partners' Summit

Private Equity Leaders' Summit | Venture Capital Summit | Limited Partners' Summit | Investment Summit (Day one) | Investment Summit (Day two) 

  • Tuesday, 17th November 2020

  • 08:00

    Registration

  • 08:50

    Opening remarks

  • 09:00

    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?
  • 18:00

    Close of summit

  • 18:15

    Cocktail reception