Day 1 | Day 2
09:30Private markets beyond 2021
Following an expected slowdown in 2020 due to the pandemic, private markets are set for a strong rebound in 2021 with significant deal making activity, increased allocations and exits. Despite the setbacks, the industry has shown resilience and continues to deploy capital, support portfolio companies and source new opportunities provided by the changing deal making and regulatory landscape. Leading investors will discuss the outlook for private markets:
- What macro challenges are expected in 2021 and beyond?
- How are top GPs sourcing deals and what geographies provide the best opportunity?
- Will 2021 could be a breakthrough year for exits and are SPACS the missing ingredient?
- Are we expecting a bigger focus on value creation and ESG?
Networking coffee break
11:00Spotlight on the private equity model and investment arena: Leading the way in innovation
For private equity firms in this rapidly changing digital world, the new technological landscape creates both opportunities and challenges as the traditional way of doing things becomes disrupted. The pandemic was an acute reminder of the need to innovate and stay ahead of the pack, as rapid digitalization forced fund managers to search for the right mix of product offering, enhanced operational expertise, and technological strategy. Our panel will offer insights into the best way forward.
- How are fund managers dealing with technology and digitization of due diligence?
- What are mid-market firms doing to differentiate themselves?
- How has the emergence of operating partners helped achieve efficiencies?
- Is creative fund formation here to stay?
11:45Achieving operational improvements in 2021
As COVID-19 hit, fund managers had their operational capacity severely tested as the fundamental business practices of their portfolio companies were disrupted significantly. With some sectors struggling more than others, changing business models to survive was essential in some cases as fund managers needed to act quickly to ensure their portfolio was robust in the face of the unknown. From protecting revenue to technology use, seasoned GPs discuss their approach during the pandemic and how it might lead to a shift of value creation and operating strategies in the future.
- What were the most difficult obstacles in the past year for operating partners?
- Is there a greater focus on operational improvements post COVID-19?
- What are the most common challenges for value creation in the region?
- What role does technology play in portfolio management?
13:30The outlook for tech investment and growth capital
The popularity of tech investment in Southeast Asia needs no introduction as the regions grows from strength to strength as it continues to attract global investment powerhouses looking to harness the opportunity. Growth capital, which was lacking only few years ago, is on the increase with more than half of PE and VC tech investments in 2019/20 coming from growth. Our senior panel discusses the current landscape for tech and the various strategies and stakeholders involved in the region’s most compelling investment space.
- What are the pros and cons of backing a multi-strategy venture capital firm?
- What role can private equity play in tech deals besides being minority investors?
- How significant is the role of non-traditional capital in the region’s ecosystem?
- How do LPs view the country Vs regional approach? How important is the local presence considering the pandemic and travel restrictions?
14:15Southeast Asia liquidity: Delivering on the promise
With Southeast Asia’s undeniable growth and increased investor appetite comes expectations for returns as LPs look to greater capital flows as the market matures. Although the exits have not been as many would have hoped, industry consolidation, strong public markets and the rise of SPACS offer new hope that the region can improve its inconsistent returns record. A diverse panel of investors will discuss the landscape, the methods for achieving exits, and the best way forward to obtain liquidity:
- How has the region performed in terms of delivering consistent exits?
- Where are fund managers expecting to find exits in the near future?
- What can we learn from SPACS activity so far?
- What is the LP view on risk versus reward for the region when it comes to exit expectations?
Networking coffee break
15:15Capturing the accelerated digitalization opportunities
A robust ecosystem together with accelerated digitalization due to the pandemic, make technology investment in the region more attractive than ever. After a sluggish 2020, Asia technology deal-making rebounded to $22.5 billion in the last three months of 2020 and the same again in the first three months of 2021. This compares to a quarterly average of $15.1 billion in 2019. Nearly 60% of the capital deployed in the past six months has gone into growth-stage rounds, according to AVCJ Research. Our expert panel of investors share their views on the best strategies to capitalize on the business transformation opportunities brought by this digital renaissance.
- What are the opportunities that have emerged from the accelerated digitalization in the region?
- How much technology investments contribute to strong returns? What is the LP view on this?
- Is the pushback against big tech globally altering the landscape?
- How are data, privacy and cybersecurity regulation shaping the landscape?
16:15Private credit and distressed opportunities post COVID-19
With private credit as an asset class already on the rise in Asia, the pandemic inevitably increased the opportunities for both performing and non-performing credit specialists as many sectors struggled with liquidity. As Government stimulus programs and bank lending tightens, the need for funding will inevitably become greater as we see the long-term effects take hold on companies with weaker business models in struggling sectors. Our panel of experienced investors give their view on the credit landscape and opportunity set for the asset class.
- Why is private credit on the rise as an asset class in Asia?
- Which geographies and sectors look most attractive for distressed investors?
- How should LPs access the debt market?
- What are the challenges for credit investors in the region?
Close of day one conference
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