Programme - Investment Summit (Day one)

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  • Wednesday, 18th November 2020

  • 08:00


  • 08:50

    Opening remarks

  • 09:00

    Keynote interview

  • 09:30

    Macro update: The big picture for private markets

    • What are the key macroeconomic issues for private investors in Asia?
    • How are attitudes towards regulatory risk evolving?
    • Should GPs alter their strategies in anticipation of deglobalisation?
    • How is the global outlook impacting views on Asia versus other markets?
  • 10:30

    Networking coffee break

  • 11:00

    Plenary address

  • 11:30

    Asia buyouts: Futureproofing for success

    • To what extent are managers adapting their investment theses?
    • How are GPs addressing the vulnerabilities exposed by COVID-19?
    • Any changes as to the availability of debt financing and equity co-investment?
    • What skills or qualities will ensure GPs stay competitive over the next decade?
  • 12:25

    The middle market: Still a bright spot?

    • How has deal flow been impacted in the near term?
    • Have macro challenges tested approaches to operational improvement?
    • To what extent are GPs building up sector and functional expertise?
    • Do lower valuations necessarily point to a strong vintage?
  • 13:15

    Networking lunch

  • 14:15

    Track 1: Global venture capital: Taking the temperature

    • How does activity in Asia compare to Europe and the US?
    • Are governments doing enough to support start-ups?
    • What are the key sectors and themes for 2021?
    • How has COVID-19 accelerated technological disruption?
  • 14:15

    Track 2: Distress: The inevitable opportunity

    • Will there be a surge in activity as stimulus policies wind down?
    • How will the current cycle differ from the post-global financial crisis period?
    • Are developed markets more attractive than developing markets?
    • Which distress strategy is preferable – pan-regional or single country?
  • 15:00

    Fireside Chat: Portfolio company deep dive – addressing a new operating environment

  • 15:30

    Networking coffee break

  • 16:00

    Track 1: China: Resilience and recovery

    • What have been the bright spots in 2020?
    • How are China-US tension impacting the private equity landscape?
    • To what extent is the technology sector losing its shine?
    • What has China’s relatively early recovery meant for returns?
  • 16:00

    Track 2: Southeast Asia: Order in fragmentation?

    • Which jurisdictions have seen the most traction this year?
    • What opportunities are emerging from supply chain diversification?
    • How have travel restrictions impacted cross-border expansion plays?
    • What do LPs think about sub-regional and single country strategies?
  • 17:00

    Institutional perspective: The future of asset allocation

    • What should define the partnership or collaborative model?
    • Will traditional asset allocation silos be replaced by a thematic approach?
    • How can large LPs take advantage of smaller-scale opportunities?
    • What are the LP of the future’s needs regarding team size and skills?
  • 18:00

    Closing remarks

  • 18:15

    Gala cocktail reception

  • 19:00

    Gala dinner

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