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Wednesday, 20 July 2016

08:00 Registration and refreshments
08:50 Welcome remarks
09:00 Opening keynote address
Nick Nash, Group President, GARENA
Interviewed by: Andy Tai, Head of Media and Technology - Southeast Asia, GOLDMAN SACHS

The view from Asia: The forces shaping private equity in 2016/17
Uncertainty in the stock markets and political instability around the world mean investors, especially in the emerging markets, might take a more cautious approach this year. However, challenging macro conditions can translate into opportunity for investors that can uncover attractive deals at lower valuations. In this session a panel of leading industry professionals will discuss their strategy for 2016/17.

  • What is the 2016/17 outlook for the region, and where will we see the largest volume of deals?
  • How will GPs navigate the turbulent political and economic environment?
  • Which markets and sectors provide the best opportunity for success in Asia?
  • What are LPs looking for in terms of an Asia strategy, and has this changed in the last 12 months?
  • Is volatility the new norm, and will it create opportunity?
Moderated by: Damian Adams, Partner, SIMMONS & SIMMONS
Peter Amour, Chief Executive Officer, AIF CAPITAL
Nainesh Jaisingh, Managing Director and Global Co-Head, STANDARD CHARTERED PRIVATE EQUITY
Kyle Shaw, Founder and Managing Director, SHAW KWEI & PARTNERS
10:30 Networking coffee break

Cross-border deals: Myth versus reality  
As companies turn their attention to ASEAN to tap into a strong consumer market and a cost-efficient labour force, cross-border deals continue to be a focus for GPs-but few have truly found success. Challenges arise post-investment through cultural differences, lack of local knowledge and expertise, and differing management styles. However, if executed and managed properly, these deals can be hugely rewarding.

  • What constitutes a successful cross-border deal?
  • What are the most attractive sectors for growth?
  • What is driving cross-border deals, and what are the dynamics in the marketplace?
  • What are the key success factors for post-deal integration?
  • Are these deals generating returns? How do they compare with local deals?
  • What is the current level of M&A activity, and from where are most transactions originating?
Moderated by: Jek-Aun Long, Director, JWS ASIA LAW CORPORATION
Fabien Banaletti, Deputy General Manager, Head of M&A and Sponsor Finance Asia, SUMITOMO MITSUI BANKING CORPORATION
Emmett Thomas, Partner, Head of Asia, ADVANTAGE PARTNERS
Tanguy Lesselin, CEO, FINQUEST

Sector spotlight: Fintech on the rise?
With financial technology (fintech) on the rise in Asia, private investors and financial institutions alike are keen to explore the opportunity and understand its scope. VCs see a big opportunity, and banks need to keep an edge over non-traditional players looking to disrupt the industry. To understand the potential of fintech, one only needs to see the demographics of the population with access to mobile phones and without a bank account in Indonesia, the Philippines, India and China. In addition, the efforts of various governments for financial inclusion and regulatory improvement is further enhancing the opportunity for fintech. From payments and peer-to-peer lending to blockchain, our expert panel will discuss this sector's potential.

  • How is fintech changing the financial sector?
  • What are the regulatory challenges for fintech across the region?
  • How are financial institutions embracing fintech and fighting the disruptors?
  • How is the evolution of payments improving social inclusion?
Moderated by: Will Ongkowidjaja, Co-Founder & Managing Partner, ALPHA JWC VENTURES
Sopnendu Mohanty, Chief Fintech Officer, MONETARY AUTHORITY OF SINGAPORE
Mikko Perez, Founder and CEO, AYANNAH
Kelvin Teo, Co-Founder & Director, FUNDING SOCIETIES
12:30 Networking lunch

The next big thing: Asia's role in future innovation
Hardware such as smart phones, tablets and wearables, and the software makes them consumer-oriented, have changed the way we live, consume and communicate. What will be the next wave of technologies and services that disrupt the market? Drones are already mass market but have yet to fulfill their potential. Driverless cars are in development. Virtual reality, with its myriad of applications, is in its nascent stages. Our senior panel of experts share their views on which ideas and technologies will make the leap from science fiction to reality, and achieve global adoption.

  • How Asia's startup ecosystem compares with rest of the world?
  • Have the most successful investments in Asian start-ups already been made?
  • Will we see unicorns in Asia die or simply become targets for M&A?
  • What potential is there for further innovation in e-commerce?
  • Will methods of funding remain the same while technology continues to evolve?
Moderated by: Vinnie Lauria, Founding Partner, GOLDEN GATE VENTURES
Raj Ganguly, Co-Founder & Partner, B CAPITAL GROUP
Aliza Knox, Vice President Online Sales, APAC & LATAM, TWITTER INC
Qiuyun Song, Head of Corporate Finance, GRAB

What keeps private investors awake at night?
In a highly informative and frank discussion, a panel of veteran investors will tackle a range of industry issues keeping them awake at night. With all the macro and political volatility in the world today, this session is a timely snapshot of current trends impacting the industry. The issues on the table are the following:

  • Macro and political issues: the slowdown in China, the Eurozone and Brexit, US elections
  • Dry powder, valuations, exits
  • GP-LP issues: fee transparency, team stability and retention, consistency
  • Next fundraising cycle
  • The shine coming off Asia as an investment destination
Moderated by: Yar-Ping Soo, Partner, ADAMS STREET PARTNERS
Doug A. Coulter, Partner, LGT CAPITAL PARTNERS
Veronica Eng, Professor, NUS BUSINESS SCHOOL, Founding Partner, PERMIRA
Guan Seng Khoo, Director, Risk Management, CHANGI AIRPORTS INTERNATIONAL
15:00 Networking coffee break

Indian private equity: The return
On the back of a record year, Indian private equity is riding high. Deal activity and even exits have increased significantly as LPs' confidence returns. The government is pushing forward with the reform agenda and the recent announcement to allow pension funds to invest in alternative assets will help the domestic fundraising environment. Venture investments hit an all-time high in 2015 with local and international funds flocking to the country for deals, although funding towards the end of the year slowed down and valuations are getting back to more realistic levels. Will India finally live up to expectations?

  • Discover where the Indian opportunity stands now
  • Examine the latest on valuations, fundraising and exits
  • Find out which sectors are attracting the most attention
  • Determine whether there is a bubble on the venture front
  • Discover how LPs are viewing India now
  • How will the easing for foreign nationals and non-residents investing in domestic alternative investment funds affect the real estate sector?
  • What real estate segments are proving to be most attractive?
Moderated by: Peter Martisek, Director, BLACKROCK PRIVATE EQUITY PARTNERS
Rubi Arya, Executive Vice Chairman, MILESTONE CAPITAL ADVISORS
Gaurav Ahuja, Managing Director, CHRYSCAPITAL
Vikram Gupta, Founder & Managing Partner, IVYCAP VENTURES ADVISORS

Venture outlook: Navigating the ASEAN consumer story 
In a fast-paced and connected world, technology is playing an important role in everyone's life, enabling innovators and investors to capitalise on the opportunity provided by this digital revolution. Venture is booming across the region, notwithstanding the recent correction in valuations. Southeast Asia, with its youthful demographics, rapid economic growth, urbanisation and emerging middle class, is a big draw for entrepreneurs, venture firms and corporations looking to get or keep a competitive edge.

  • How is the VC ecosystem developing in the region?
  • Which sectors and industries are hot at the moment, and which locations have the most interesting start-up activity?
  • How important is localisation, given the geographical, cultural and language challenges in the region?
  • Where are the exits for VC-backed companies, given the fragmentation of the various capital markets?
  • What challenges lay ahead, and where is the industry heading?
Moderated by: James Lu, Partner, COOLEY LLP
Kee Lock Chua, Group President & CEO, VERTEX VENTURE
Eka Himawan, Group CFO, ORAMI
Jireh Li, Chief Representative, Asia Office, COMMONFUND CAPITAL

ASEAN destination spotlight
In recent years it is fair to say these countries have taken a back seat to their neighbors in allocations. However, headline deals and an improved macroeconomic environment are creating a spike in both LP interest and GP activity. In an engaging briefing, a panel of experts will cast some light on these markets and provide a candid view on their pitfalls, opportunities and outlook for private equity investors. The interactive discussions will focus on investments in the following destinations:

  • Philippines
  • Thailand
  • Vietnam
  • Indonesia
Moderated by: Irene Koh, Executive Director, JP MORGAN ASSET MANAGEMENT
David Do, Managing Director, VI GROUP
Enrique Y. Gonzalez, President & CEO, IP VENTURES GROUP
Sunny Chu, Partner, Asia, HERMES GPE
17:45 Close of day 1 and networking cocktail

Thursday, 21 July 2016

08:30 Registration and refreshments
09:10 Opening remarks
09:15 Executive address
Ravi Thakran, Chairman & Managing Partner, L CAPITAL ASIA

Is Asia proving to be an attractive buyout destination?
As global buyout firms deploy more resources in Asia-Pacific and intensify their focus on Southeast Asia, using Singapore as a hub, there is an expectation that rising prosperity, political stability and industrial consolidation will create opportunities for buyout deals. But are there enough mid- to large-size transactions to go around, and will they come at reasonable prices?

  • How critical is it to form relationships with local partners and business leaders to source and win deals?
  • Will a greater availability of leverage increase the potential for buyout deal flow?
  • Which markets are most likely to provide opportunities for buyout deals that are available for private equity?
  • Will large deals in the region be hundred-million-dollar rather than multi-billion-dollar transactions?
Moderated by: Andrew Thompson, Head of Private Equity Asia Pacific, KPMG
Jim Hildebrandt, Managing Director, BAIN CAPITAL
David Ireland, Senior Partner, NAVIS
Kabir Mathur, Director, KKR
10:45 Networking coffee break

Private debt: Asian opportunities
The different strands of private debt in Asia, acquiring debt on the secondary market, providing event-based mezzanine financing to provide acquisition financing as part of an LBO structure, continue to create interest in the GP community. Complementary to this, LPs are also readier than ever for portfolio diversification, and exposure to credit and debt investing, as they look to mitigate risk across asset classes and fund types. With GPs continuing to raise specific debt funds, or provide blends of debt products targeting investments, this sector continues to flourish.

  • Has there been an increase in debt-oriented strategies and direct lending in Asia?
  • How does Southeast Asia compare with China when it comes to private debt?
  • Given the various country complexities, what opportunities-and risks-are there for investing in distressed debt in Asia?
  • How does a private debt investment strategy compare with a private equity investment strategy?
  • How should an LP manage allocations to the multi-segmented private debt sector?
Moderated by: Graham Martin, Partner - Deals Advisory, Restructuring; Global Leader, Portfolio Solutions Group, KPMG
Marcus Paciocco, Managing Director, FTI CONSULTING
Etienne Van den Bogaert, Chief Operating Officer, EFA GROUP

LPs' views: Southeast Asia's place in a private equity portfolio
Southeast Asia seems to be a conundrum for LPs. The growing consumer class and political and economic liberalisation are appealing for investors, against the volatility and the need for local relationships and know-how to succeed. International LPs debate this compelling market, the case for committing their capital, and where they place the region on the risk and reward scale.

  • How do LPs view Southeast Asia compared with the rest of the world?
  • Is Southeast Asia only viable when viewed as one investment destination, or do LPs investigate specific countries in the region?
  • What do GPs and LPs need to do to make sure they are making the right partnerships and striking the best deals for co-investments?
  • Are LPs making more direct investments and getting involved in deals?
  • What considerations to ESG are LPs expecting when choosing a GP?
  • What is the best approach for allocation of funds, and can we expect any allocation changes?
Moderated by: Ralph Keitel, Principal Investment Officer, INTERNATIONAL FINANCE CORPORATION
Mathieu Perfetti, Head of Private Equity Asia, CA INDOSUEZ
Rebekah Woo, CFA, CAIA, Senior Director Asia, Growth Markets, CDPQ ASIE-PACIFIQUE PTD. LTD
12:45 Networking lunch

Close of conference

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