Programme - Venture Capital 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 Limited Partners’ Summits)

  • 09:30

    Asian private equity: Looking ahead (Joint session with the PE Leaders’ and Limited Partners’ 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

    Southeast Asia: Potential for greatness

    • How do valuations vary by geography, industry, and stage?
    • Which industry segments provide the best pan-regional scaling opportunities?
    • How is corporate venture capital impacting the competitive landscape?
    • Returns aside, how can GPs differentiate themselves?
  • 11:45

    China: Challenges and opportunities

    • What do China-US tensions mean for VC investment and fundraising?
    • How has investor appetite changed for late-stage funding rounds?
    • Do GPs need different skillsets to target enterprise-facing start-ups?
    • How is the industry adjusting to a slowdown in growth?
  • 12:30

    Executive address (Joint session with the PE Leaders’ and Limited Partners’ Summits)

  • 13:00

    Networking lunch

  • 14:00

    Picking winners: An evolving deal environment

    • In terms of industries, what are the less obvious beneficiaries of COVID-19?
    • How are expectations changing on valuations and deal terms?
    • What will be the breakthrough technologies of the next five years?
    • How do you preserve alignment of interest break in a broad investor base?
  • 14:45

    Exits: Generating liquidity in 2020 and beyond

    • What is the exit outlook for the next 12 months?
    • How do you know when a portfolio company is beyond help?
    • Are GPs exploring capital recycling and fund life extensions?
    • What are the options in terms of alternative liquidity solutions?
  • 15:30

    Family offices: An emerging force in venture capital

    • What kind of edge do they have in deal sourcing?
    • Tech entrepreneur, angel investor, family office, fund manager – a well-trodden path?
    • Is it always beneficial for an investment thesis to intersect with a core business?
    • Can a family office become an institutional investor?
  • 16:15

    Networking coffee break

  • 16:30

    Asia venture capital: Navigating market instability (Joint session with the PE Leaders’ and Limited Partners’ 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 European and Asian LPs view Asia (Joint session with the PE Leaders’ and Limited Partners’ 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