Programme

  • 08:15

    Registration and refreshments

  • 08:50

    Welcome address

  • 09:00

    Opening keynote address

  • 09:30

    Rediscovering Taiwan’s private markets

    International private equity is coming back to Taiwan. US/China trade tensions have reset global supply chains and capital flows. Taiwan’s advantages are being reassessed by local and international investors—tech manufacturing leadership, world-class R&D talent, and well-run local businesses at realistic valuations. Our panel of senior dealmakers discuss the investment outlook for Taiwan.

    • How have US/China trade tensions and other macro factors impacted regional investments?
    • What opportunities will the trade war create for Taiwanese businesses?
    • Where does Taiwan fit into an Asian private equity strategy?
    • What can the Taiwanese government do to create a regional investment hub?
  • 10:30

    Networking coffee break

  • 11:00

    Taiwan’s middle market

    Taiwan’s mid-cap companies are at a crossroads. Founders need growth partners to reach the next level in the face of succession issues, organisational transformation, and limited know-how in international expansion. Still, from deal sourcing, to structuring and alignment of interests, execution is never straightforward. Our panel of professionals demonstrate how private equity can succeed in this compelling segment of the Taiwanese market.

    • Where will GPs find Taiwanese growth companies? How do you source propriety opportunities?
    • Why are founders looking afresh at private equity, and what are the best ways to align stakeholders?
    • Is private equity supporting industry consolidation and corporate transformation?
    • Which mid-market value creation strategies work best?
  • 11:45

    Opportunities in digital healthcare

    Technology is creating new advances and opportunities in global healthcare, whether it is the Internet of things, AI, big data, or blockchain. Taiwan, already a major ICT manufacturing player, with a robust appetite for new tech and top-quality healthcare services, can become a regional leader, and attract investors of all types and stages. Our panel of sector specialists discuss:

    • What are the latest technological breakthroughs impacting global healthcare?
    • Where are the most interesting targets in each sub-sector: medical devices, biotech, and healthcare services?
    • Where do Taiwanese companies fit into a cross-border play?
    • How is the rise of corporate venture/strategic investors affecting the market? Can they be synergistic rather than competitive to independent investors?
  • 12:30

    Networking lunch

  • 13:30

    Executive adress

  • 14:00

    Turbocharging Taiwanese start-ups

    Taiwanese venture capital is back in favour. The National Development Council has ramped up initiatives to encourage investment in home-grown innovations, as well as facilitate exits via local IPOs. Even so, VCs need to deliver winning strategies, from seed capital to late stage and exit, to capture this momentum and enable Taiwanese start-ups to commercialise worldwide.

    • What new government policies and initiatives are in the pipeline and how will these benefit Taiwan's VC sector?
    • What entrepreneurs and technologies will sustain Taiwan’s position as a venture ecosystem, building start-ups into world beaters?
    • What strategies are VCs using to scale companies and take them global?
    • How can Taiwan ensure a consistent, sustainable VC industry?
  • 14:45

    Investing in renewables in Taiwan

    Taiwan has become a leading destination for renewables investments in Asia, with a favourable location for offshore wind farms and supportive government policies. Yet, controversies over recent subsidy cuts and political changes may increase regulatory risk. Global experts debate the issues facing the energy market, the deal horizon for renewables, and how to cut through the hype.

    • What are the latest opportunities in renewables, and how are they being structured and financed?
    • What makes Taiwan attractive for renewables investments? What challenges are investors facing?
    • How can private investors gain access to renewables projects, and what type of partners can they work with?
    • What can local GPs and LPs do to nurture the sector? What can they learn from international precedents?
  • 15:30

    Networking coffee break

  • 16:00

    LPs views for 2020 and beyond

    Since Taiwanese regulators raised the alternative investments cap to 3% of AUM, local LPs, led by the insurance companies, have increased alternative assets allocations. Yet, LPs still have to decide where and who to allocate capital to, with the risk of macro uncertainties and a potential downturn. Our panellists explain how their approaches are evolving and what managers must do to win commitments.

    • Which asset classes, regions, and strategies interest LPs most?
    • What do LPs consider when allocating between strategies?
    • What is the right balance of managers in a global portfolio?
    • What issues concern LPs most when dealing with GPs?
  • 17:00

    Closing remarks

  • 17:05

    Cocktail reception