Programme - Venture Capital Summit

Private Equity Leaders' Summit | Venture Capital Summit | Limited Partners' Summit | Investment Summit (Day one) | Investment Summit (Day two) 

  • Tuesday, 16th November 2021

  • 08:00

    Registration

  • 08:50

    Opening remarks

  • 09:00

    Opening Address (Joint session with the PE Leaders’ and Limited Partners’ Summits)

  • 09:30

    Asian private equity: A vibrant dynamic (Joint session with the PE Leaders’ and Limited Partners’ Summits)

    • Following a sharp rebound in late 2020, how has investment panned out in 2021?
    • Did COVID-19 lead to normalization in earnings and moderation in valuations?
    • Are there sectors that managers are still unwilling to touch?
    • How are GPs building resilience into their portfolios to mitigate future shocks?
  • 10:30

    Networking break

  • 11:00

    China: Still the region’s lodestar

    • What do LPs want from China VC – is it changing and are they getting it?
    • How is prolific growth-stage investment impacting the VC space?
    • SaaS, AI or semiconductors – which areas offer the most value?
    • What might stop the Star Market becoming the preferred IPO destination?
  • 11:45

    Southeast Asia: Into higher gear

    • Are valuations outpacing the near-term market potential?
    • To what extent is operational support becoming a differentiator?
    • Is a local presence essential to covering multiple markets?
    • What can be done to address the technology talent gap?
  • 12:30

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

  • 13:00

    Networking Lunch

  • 14:00

    Deal making: Changing dynamics

    • How has COVID-19 impacted the VC investment thesis?
    • Who holds the balance of power in terms of deal structures and terms?
    • To what extent is corporate VC changing the technology ecosystem?
    • How do start-ups address the complex interests of larger investor bases ?
  • 14:45

    Exits: Riding the IPO wave

    • What are the biggest threats to the China IPO boom?
    • How are India and Southeast Asia with technology IPOs?
    • Do SPAC mergers represent a sustainable exit option?
    • What kinds of assets are more suited to trade sales?
  • 15:30

    Ahead of the curve: VCs on the future

    • Fundraising – what scope is there for innovation?
    • Digitalization – where are the most unlikely growth opportunities?
    • Smart cities – how do VCs think about climate change and clean energy?
    • Deep tech – will it define the next generation of investment opportunities?
  • 16:15

    Networking break

  • 16:30

    Asian venture capital: A new maturity (Joint session with the PE Leaders’ and Limited Partners’ Summits)

    • Are LPs able to build geographically diversified portfolios within Asia?
    • What are the implications of ever larger funds across multiple strategies?
    • Will the rise of B2B lead to a new breed of pan-regional or global Asian start-ups?
    • What does increasing growth-stage tech activity mean for liquidity events?
  • 17:15

    Institutional perspective: What works in Asia? (Joint session with the PE Leaders’ and Limited Partners’ Summits)

    • How does Asia fit into portfolios increasingly oriented towards yield and diversification?
    • Has COVID-19 altered how LPs view exposure to different strategies in Asia?
    • What challenges are presented by a greater emphasis on ESG?
    • What are the key ingredients of a genuine partnership in Asia?
  • 18:00

    Close of summit

  • 18:15

    Cocktail reception