Registration and refreshments
Vietnam private equity: living up to the hype
Vietnam has maintained its place as a hotspot for deals thanks to its consistent growth amidst global uncertainty. Over this past year, the private sector has contributed greatly to the economy’s growth, with a dynamic start-up scene leading the way. The country has also benefitted from Sino-US trade tensions and a shift in the supply chain. However, despite the optimism, some investors have expressed concerns over rising valuations and difficulties identifying quality targets in this increasingly competitive market. Our panel of investors and experts discuss:
- How is Vietnam’s private equity activity faring compared to its Southeast Asian peers?
- What policies are expected to help fuel the private sector, and how might these affect private equity activity?
- How do GPs view Vietnam’s opportunities and risks?
- Does an increasingly competitive market concern investors?
Networking coffee break
Cross-border: heating up the deal market
Vietnam continues to be one of the most attractive destinations for investment in Southeast Asia, due to a rapidly growing economy and government initiatives to open the market to foreign investors. However, obstacles such as differences over business reporting and transparency remain for dealmakers. Our panel of experts assess the landscape and outlook for cross-border investing involving Vietnam.
- What opportunities are cross-border investors looking for in Vietnam?
- What is the outlook for cross-border activity, and what are the key drivers behind this?
- How has the new competition law affected cross-border deal making?
- What are some challenges faced by cross-border investors, and how can these be avoided?
Value creation: what has changed?
For years, private equity firms have mostly depended on macroeconomic growth in Vietnam to achieve returns on their investments. Nowadays, an increasingly competitive market means that private equity firms need to play a more proactive role in value creation and provide portfolio companies with more than just financial backing to fuel growth. Leading professionals explain how value creation has changed over the years, as well as modern ways private equity can contribute to portfolio companies’ growth.
- How has the approach to value creation changed in recent years?
- What can private equity and venture capital partners bring to the table, and which aspect is considered most valuable to portfolio companies?
- How do private equity and venture capital firms and portfolio companies view control, and how can both sides develop a trusting relationship?
- Is technology becoming increasingly integral to value creation?
Opportunities and risks in education and wellness
An emerging middle-class represents many opportunities for Vietnam, including two sectors which have generated interest for several years: health and wellness, and education. That said, while the demand for improved education and healthcare services remains high, a clear growth strategy may be the key to success as competition heats up from both the private and public sector. Our panel of investors and corporate leaders highlight the strategies that can best navigate the opportunities:
- How have these two sectors developed over the past few years, and will the demand continue to generate interest from financial investors?
- How can private healthcare offerings find an edge over public hospitals?
- What are some challenges to generating returns from these sectors?
- Can innovative business models challenge traditional players?
Venture capital: what is next?
Vietnam’s venture space has experienced steady growth over the last several years. Led by the government’s target to have ten unicorns by 2030, the industry has welcomed more and more players, ranging from venture arms of the top Vietnamese companies from the past decade to incubator and accelerator programmes led by governmental or private organisations. The panel discusses what an increasingly vibrant venture scene means, and what the future holds for start-ups and venture capitalists in the region.
- How has increasing regional and international interest impacted the venture capital scene in Vietnam?
- What is the role of corporate ventures, and how have they fared?
- Is the current support from the Vietnamese government enough for the start-up ecosystem?
- Can more Vietnamese startups compete regionally?
Networking coffee break
Vietnam’s tech boom: driving growth of the digital economy
Driven by the government’s desire to prioritise digitisation, Vietnam is emerging as the next big tech hub in Southeast Asia. While Singapore currently leads the way as the premier location for start-ups, Vietnam boasts its own advantages, such as favourable demographics, high Internet and mobile penetration, and large pools of digital savvy talent. All of which allows the country to challenge its regional peers as it continues to ease business restrictions. Experienced tech savvy investors discuss:
- How does digital development in Vietnam compare with its regional peers?
- What impact is technology having across industries, and which sectors are experiencing the most disruption?
- How is the government encouraging digital development, and what upcoming policies can we expect?
- What role does private equity and venture capital play in driving Vietnam’s digital economy?
How do LPs view Vietnam?
Vietnam’s rapid growth has not gone unnoticed by institutional investors. An increasing number of allocations have been made to Vietnam over the past several years, especially in the tech space, many of which with lofty expectations given the country’s potential. Our panel of experienced LPs discuss whether Vietnam has lived up to expectations and what lies ahead.
- Have investments in Vietnam lived up to expectations? How is the risk/return profile compared with other ASEAN markets?
- Will LPs allocate more of their portfolio to Vietnam over the next five years?
- Are co-investment opportunities available, and how should LPs approach them?
- Do LPs prefer local or regional GPs when considering Vietnam?
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