Programme

  • 08:15

    Registration and refreshments

  • 08:50

    Welcome address

  • 09:00

    Opening keynote address

  • 09:30

    Private markets outlook: Investing in the rebound of Asia

    Despite a globally volatile macro environment, characterised by the ongoing pandemic, lingering economic uncertainties, and escalating China-US tension, Asia remains a sweet spot for private equity investors with its long-term growth prospect across various sectors and countries. While now may be an opportune time to hunt for hidden prospects, fund managers need to be resilient to a changing business environment and navigate challenges presented by the new normal. A group of leading investors discuss:

    • How is macroeconomic uncertainty impacting investment?
    • What strategies have GPs employed to navigate the complexities of 2020?
    • Should GPs alter their strategies in anticipation of deglobalisation?
    • How will the private equity landscape evolve in the next 5 years?
  • 10:30

    Networking coffee break

  • 11:00

    Technology disruptions and opportunities for Taiwan

    Travel bans and social distancing protocols have brought the world to a new normal, where technology is playing an integral role in people’s lives and business operations. The increased reliance on technology from remote work to advanced manufacturing and e-commerce has boosted the demand for 5G networks, high-performance electronic components, and computing devices – all of which Taiwan can offer. Will it lead to a renewed interest from private equity and venture investors in Taiwan? Our panel of entrepreneurs and tech investors discuss the next wave of the tech revolution and how Taiwan can be part of the landscape.

    • What are the emerging investment themes for the next 12 months?
    • Which sectors will be most disrupted by technology?
    • Is the role of corporate investors changing, and will we see more corporate venture capital in Taiwan?
    • How can private equity and venture capital revitalise innovation in Taiwan?
  • 11:45

    Taiwan: An evolving M&A market

    Taiwanese M&A is heating up amidst a sluggish global M&A market. Taiwanese conglomerates, led by the tech manufacturing and financial services industry, continue to look abroad to diversify the manufacturing supply chain and acquire new markets. Meanwhile, the increasingly challenging business environment has prompted more first-generation entrepreneurs to sell their companies to private equity and strategic investors, fuelling inbound and domestic activities. Our panel of senior dealmakers delve into the current landscape and offer insights for the future.

    • How is China-US tension impacting the appetite for M&A into and out of Taiwan?
    • What are the main drivers for cross-border and domestic M&A for the year ahead?
    • Is Taiwan an attractive destination for private equity buyouts, and where do you find the opportunities?
    • How have investors and corporates overcome challenges to cross-border dealmaking with travel bans in place?
  • 12:30

    Networking lunch

  • 13:30

    Fireside chat: The transformation of the corporate investor

  • 14:00

    Beyond Taiwan: Investment opportunities in and from other Asian economies

    Unlike most Asian economies, FDI into Taiwan increased close to 12% in the first five months of 2020.  While its longtime trading partner, Japan, remains paramount, other Asian countries such as those of Southeast Asia, South Asia and Australasia have becoming increasingly important. Our panel of domestic and international investors discuss the opportunity for Taiwanese investors looking to expand beyond home shores.

    • Will Taiwan-Japan deals continue and in which sectors?
    • Can Taiwanese investors be competitive and add value in Southeast Asia deals?
    • Practical tips on finding the most suitable local partner to work with in each location.
    • How can private equity and venture investors facilitate cross-border partnerships?
  • 14:45

    Exit outlook: Asia’s developing capital markets

    Despite exit activity in Asia having slowed down in the first half of 2020, IPO exits in some markets are thriving, with China and Hong Kong leading the way. Asia’s stock exchanges remain aggressive in terms of launching favourable policies to encourage the tech and high-growth companies underpinning the “new economy” to list in their home markets. Moreover, secondary investors are keen to offer liquidity solutions, thereby widening the exit options. A panel of experts assess the exit outlook.

    • What opportunities and challenges are GPs facing in preparing their portfolios for exit?
    • How are secondary solutions evolving to meet liquidity needs?
    • Will there be a shift of IPOs from the US to Asia, and how will the new initiatives of Asian stock exchanges reshape IPO exits?
    • What can Taiwan do to outperform as a listing and trading venue, and what lessons can be learned from international role models?
  • 15:30

    Networking coffee break

  • 16:00

    LPs’ views on private markets in 2021 and beyond

    Aside from uncertainties surrounding economic growth, Taiwanese LPs – like their global peers – are still keen to invest in private markets, since the asset class has proven itself capable of generating sustainable returns in recent years. However, with investors being wary of a potential global recession and becoming more selective with new allocations, investment pace has slowed. Our panel of domestic and international investors discuss the risks and rewards of investing in private markets and their expectations for fund managers going forward.

    • What have been some of the unique challenges faced by LPs this year?
    • How have GPs and LPs adapted to virtual communications?
    • Which assets classes, geographies, and strategies interest LPs the most under the current macro climate?
    • How do LPs view the potential of the Taiwanese GP market as more securities and asset management firms are joining the industry?
  • 17:00

    Closing remarks

  • 17:05

    Cocktail reception