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Informa
Key Sessions

Greg Peng

Non-performing loans: another way to invest into real assets in China

Cindat Capital Management

Jason Cheng

Dynamics, innovation and change in the energy sector

Kerogen Capital

Michael Hoffmann

Fundraising trends: what’s hot and what’s not?

Probitas Partners

Sudhir Sethi

Venture opportunity in India

IDG Ventures India Advisors Pvt Ltd.

08:30 - 08:55 25 mins
Real Assets Summit
Registration and welcome coffee
08:55 - 09:00 5 mins
Real Assets Summit
Chairman's welcome address
  • Vishnu Amble - Investment Executive, Traverse LLC
more
09:30 - 10:10 40 mins
Real Assets Summit
Global real assets: where should you put your money?
  • Moderator Ee Fai Kam - Head of Asian Operations, Preqin
  • Panellists Matt Fifield - Partner, Pacific Road Capital Management
  • Jie Gong - Partner, Pantheon
  • Ian Schapiro - Managing Director & Portfolio Manager, Oaktree Capital Management
more

How do you define the asset class and determine an appropriate allocation? What is the opportunity set in the USA, Europe and Asia-Pacific? How is the fundraising market evolving and how does the capital get deployed?

10:10 - 10:40 30 mins
Real Assets Summit
Morning coffee and networking break
10:40 - 11:20 40 mins
Real Assets Summit
Outbound investment: giving real assets a place in a diversified portfolio
  • Moderator KO Chia - Director, Grace Financial
  • Panellists Paloma Esteve Gastaldo - Managing Director, K5
  • Niel Thassim - Managing Director, Asia Pacific, Brookfield Asset Management
  • John Tsui - Managing Principal, Peninsula House
  • Bryan York Colwell - Co-Founder & Managing Partner, LCN Capital Partners
more

Where do real assets sit within a diversified portfolio and how are global opportunities best accessed by Asian and global investors? What are the drivers for greater investment in one or more of the real asset sub-sectors?

11:20 - 11:50 30 mins
Real Assets Summit
Non-performing loans: another way to invest into real assets in China
  • Greg Peng - Founding Partner, CEO, Cindat Capital Management
more

What are the current characteristics and trends of China’s NPLs market? Is this a good diversifier in the China portfolio? what are the key success factors to invest in this market?

11:50 - 12:30 40 mins
Real Assets Summit
Real estate in a new world
  • Moderator Mark B. Fogle - Managing Director, Head of Real Estate, Baring Private Equity Asia
  • Panellists John Saunders - Head of APAC, BlackRock Real Estate
  • John Tsui - Managing Principal, Peninsula House
more

What is the likely effect of recent political shifts in the UK and the USA on global real estate investments? Have investors changed how they calculate political, currency and other types of risk? Which regions and countries in Asia-Pacific hold the most opportunity and what are the risks associated with investing in this part of the world?

12:30 - 13:30 60 mins
Real Assets Summit
Lunch and networking break
13:30 - 14:00 30 mins
Real Assets Summit
Dynamics, innovation and change in the energy sector
  • Jason Cheng - Co-Founder and Managing Partner, Kerogen Capital
more

Energy is a key driver of the global economy with implications beyond its own sector. Energy is at a critical point of change: lower oil prices; climate change and the shifting to renewables; technological innovation creating new winners and losers; Asia driving global energy demand – how can private equity adapt and thrive in an increasingly complex and changing industry?

14:00 - 14:30 30 mins
Real Assets Summit
How is the energy sector evolving?
  • Moderator Judy Zhang - Senior Investment Director, Cambridge Associates
  • Panellists Vishnu Amble - Investment Executive, Traverse LLC
  • Gary R. Petersen - Managing Partner, EnCap Investments, L.P.
  • Raj Pai - Managing Director, Global Environment Fund
more

Where are the best returns found and how is value created? Which sub-sectors are attracting the most demand and how does energy fit into a broader investment strategy? Is there an increased demand for renewable energy?

14:30 - 15:00 30 mins
Real Assets Summit
Afternoon refreshments and networking break
15:00 - 15:30 30 mins
Real Assets Summit
Approaching infrastructure investments
  • Chairwoman Sabrina Guo - Managing Partner, KBG Global Fund
  • Dsicussion leader Daniel Schmidt - CEO & Managing Partner, CEPRES – Powerful Investing Made Easy
more

Given the rapid development of direct, co-investments and separate accounts, as well as the secondaries market, what is the best way to approach the opportunities in infrastructure investing?

The Chatham House Rule applies. Closed to press. First come, first served. No late admittance.

15:30 - 16:00 30 mins
Real Assets Summit
ESG: a real consideration for real assets
  • Chairman Vishnu Amble - Investment Executive, Traverse LLC
  • Discussion leaders Lynn Nguyen - Acting VP/Head of Investment Funds, OPIC
  • Raj Pai - Managing Director, Global Environment Fund
more

How is ESG used to identify potential risks and to create value? What are LPs’ expectations when it comes to implementing ESG in this asset class and how does this differ when compared to private equity more broadly?

The Chatham House Rule applies. Closed to press. First come, first served. No late admittance.

16:00 - 17:00 60 mins
Real Assets Summit
Welcome drinks reception
more

16:00 - 17:00

16:00 - 16:00 0 mins
Real Assets Summit
End of the Real Assets Summit
08:30 - 08:55 25 mins
LP/GP Relations & Fundraising Summit
Registration and welcome coffee
08:55 - 09:00 5 mins
LP/GP Relations & Fundraising Summit
Chairman’s welcome address
  • Ralph Money - Managing Director, Commonfund Capital, Inc.
more
09:30 - 10:10 40 mins
LP/GP Relations & Fundraising Summit
Accessing Asia for the first time
  • Moderator Michael Hoffmann - President & Managing Director, Probitas Partners
  • Panellists Ralph Keitel - Regional Lead East Asia, PE Funds, IFC
  • David Lindstrom - Managing Director, MetLife Investments Limited
  • David Pierce - Managing Director & Head of Asia, HQ Capital
more

Veteran LPs take us back to the start. What are the merits of testing the water with a global fund, a regional fund or a fund of funds? How does the approach differ for developed and emerging Asia?

Chatham House Rule applies. Closed to press.

10:10 - 10:40 30 mins
LP/GP Relations & Fundraising Summit
Morning coffee and networking break
10:40 - 11:15 35 mins
LP/GP Relations & Fundraising Summit
LPs speak out on investor relations
  • Moderator Yong Hak Huh - Special Advisor, General Atlantic
  • Panellists Kimihiro Fukuyama - Deputy Director General, Development Bank of Japan
  • Eric Marchand - Senior Vice President, Unigestion
more

When has investor relations made a significant difference? What do LPs need from their GPs?

11:15 - 11:50 35 mins
LP/GP Relations & Fundraising Summit
Terms and conditions: are all LPs equal?
  • Moderator Florian Kohler - Managing Director, Asia, Obviam
  • Panellists Akhil Awasthi - Managing Partner, Tata Capital Growth Fund
  • Audrey The - Managing Director, Cambridge Associates
  • Ryan Wagner - Portfolio Director, CDC Group
more

What does the increase in preferential terms and co-investment rights mean for the industry? What other trends are we seeing?

11:50 - 12:30 40 mins
LP/GP Relations & Fundraising Summit
Co-investment on the rise
  • Moderator Eser Keskiner - Associate Partner, McKinsey & Company
  • Panellists Yup Kim - Senior Portfolio Manager, Special Opportunities, Alaska Permanent Fund Corporation
  • Weichou Su - Partner & Head of Asia, StepStone Group
  • Yan Yang - Director, BlackRock
  • Myron Zhu - Co-head of Private Equity Asia Pacific , Aberdeen Standard Investments
more

With LPs increasingly looking to build out their co-investment capability how is co-investment being used? What are the pitfalls behind this kind of investment decision?

Data: 10 minutes. Panel discussion: 30 minutes.

12:30 - 13:30 60 mins
LP/GP Relations & Fundraising Summit
Lunch and networking break
13:30 - 13:50 20 mins
LP/GP Relations & Fundraising Summit
Under the spotlight: Asia performance
  • Simon Tang - Partner, CEPRES – Powerful Investing Made Easy
more

How has Asian private equity performed relative to other asset classes?

13:50 - 14:30 40 mins
LP/GP Relations & Fundraising Summit
Spin-outs: disruption or opportunity?
  • Moderator Hemal Mirani - Managing Director, HarbourVest Partners (Asia) Ltd.
  • Panellists Nupur Garg - Regional Lead - South Asia, PE Funds, IFC
  • Kazushige Kobayashi - Managing Director, Capital Dynamics
  • Han Seng Low - Executive Director, UOB Alternative Investment Management
  • Fraser van Rensburg - Managing Partner, Asante Capital Group
more

Are the high rates of team turnover a sign of the industry maturing? How do LPs view this shift in the industry and how do LPs conduct due diligence on new teams with experienced individuals?

14:30 - 15:00 30 mins
LP/GP Relations & Fundraising Summit
Afternoon refreshments and networking break
15:00 - 15:40 40 mins
LP/GP Relations & Fundraising Summit
Fundraising workshop: top tips for success
  • Chairwoman Gail Guerin - Founder, The Guerin Group
  • Discussion leader Gregory Lamb - Managing Partner, Alcazar Partners LLC
more

Getting out of the gate: how do you raise your first and subsequent funds? What are some of the errors made by first time GPs and what preparation is critical?

2 fundraising experts will lead this interactive workshop. Participants will be able to ask questions and share their own insights and experiences.

15:40 - 16:20 40 mins
LP/GP Relations & Fundraising Summit
Due diligence workshop: top tips for success
  • Chairwoman Wendy Zhu - Managing Director, AlpInvest Partners (The Carlyle Group)
  • Discussion leaders Hemal Mirani - Managing Director, HarbourVest Partners (Asia) Ltd.
  • Robert Teeter - Managing Director, Head of the Investment Policy & Strategy Group, Silvercrest Asset Management Group
more

How can LPs effectively perform due diligence to ensure they work with GPs who can succeed in the current market? As investors become ever more sophisticated and thorough, how can GPs become sharper and better prepared?

3 due diligence experts will lead this interactive workshop. Participants will be able to ask questions and share their own insights and experiences.

16:00 - 17:00 60 mins
LP/GP Relations & Fundraising Summit
Welcome drinks reception
more

16:00 - 17:00.

Sessions continue through to 16:20. 

16:20 - 16:20 0 mins
LP/GP Relations & Fundraising Summit
End of the LP/GP Relations & Fundraising Summit
08:30 - 08:55 25 mins
Venture Capital Summit
Registration and welcome coffee
08:55 - 09:00 5 mins
Venture Capital Summit
Morning Chairman’s welcome address
  • Sudhir Sethi - Founder, Chairman, IDG Ventures India Advisors Pvt Ltd.
more
09:00 - 09:40 40 mins
Venture Capital Summit
Asia as a leader
  • Moderator Jay Eum - Co-Founder & Managing Director, TransLink Capital
  • Panellists Amit Anand - Founding Partner, Jungle Ventures Pte Ltd
  • Jenny Lee - Managing Partner, GGV Capital
  • Duane Kuang - Founding Managing Partner, Qiming Venture Partners
  • Joe Zhou - Managing Partner, Keytone Ventures
more

Where and why is Asia leading the way in technology and venture investing? What does this mean for the future of the global industry and how do you cut through the hype to see the real opportunities?

09:40 - 10:10 30 mins
Venture Capital Summit
Venture opportunity in India
  • Sudhir Sethi - Founder, Chairman, IDG Ventures India Advisors Pvt Ltd.
more

From being the destination for outsourced services and product development, India has come a long way to be the hotbed of deep tech startups in the areas of artificial intelligence, cybersecurity and those catering to one of the largest internet/mobile consumer markets in the world. With the first wave of venture capital funds generating returns, the venture opportunity in India is on a growth trajectory.

10:10 - 10:40 30 mins
Venture Capital Summit
Morning coffee and networking break
10:40 - 11:10 30 mins
Venture Capital Summit
What does good look like?
  • Moderator Vish Ramaswami - Managing Director , Cambridge Associates
  • Jie Gong - Partner, Pantheon
  • Melissa Guzy - Co-Founder and Managing Partner, Arbor Ventures
  • Kabir Narang - Partner, B Capital Group
more

What returns can investors expect from venture investments? When it comes to cash returns, does the reality meet the expectation?

11:10 - 11:30 20 mins
Venture Capital Summit
How does Asian VC compare?
  • Felice Egidio - Head of Venture Capital, Preqin
more

The latest data on how Asian VC stacks up against other alternative investments.

11:30 - 12:00 30 mins
Venture Capital Summit
Putting startup hubs to the test
  • Moderator Akio Tanaka - Co-Founder & Managing Partner, Infinity Venture Partners
  • Panellists Shane Chesson - Partner, NSI Ventures
  • Jay Krishnan - Managing Partner at T-Fund & CEO, T-Hub
  • Vinnie Lauria - Founding Partner, Golden Gate Ventures
  • Yinglan Tan - CEO & Managing Partner, Insignia Venture Partners
more

Which cities are fostering the right talent and opportunities to entice entrepreneurs? Are the markets big enough and where are the gaps in each ecosystem?

12:00 - 12:30 30 mins
Venture Capital Summit
LPs speak out on VC
  • Moderator Kit Jong Tan - Founding Partner & Managing Director, Eagle Asia Partners
  • Panellists Xiao Li - Director and Head of Single Family Office, Gopher Asset Management
  • Alison Nankivell - Vice President, Global Scaling, BDC Capital
  • Daniel Parker - Deputy Chief Investment Officer, Texas Tech Univeristy System - Office of Investments
  • Alexa Zhang - Managing Director, Wilshire Associates
more

How much interest is there for VC across Asia? What countries and sectors are piquing LPs’ interest?

12:30 - 13:30 60 mins
Venture Capital Summit
Lunch and networking break
13:30 - 13:35 5 mins
Venture Capital Summit
Afternoon Chairman's welcome address
  • Martin Haemmig - Adjunct Professor , CeTIM & GLORAD
more
13:35 - 14:00 25 mins
Venture Capital Summit
Delivering food & proft: a fireside chat with Faasos
  • Jaydeep Barman - Founder & CEO, Faasos
  • Interviewed by Sandeep Murthy - Partner and Co-Founder, Lightbox
more

The right business model in foodtech is the one that makes money.

14:00 - 14:30 30 mins
Venture Capital Summit
Startups speak out on co-investments
  • Moderator Kuo-Yi Lim - Founding Partner, Monk's Hill Ventures
  • Panellists J.P. Ellis - Chief Executive, C88 Financial Technologies
  • Richard Lauder - Principal, Telstra Ventures
  • Pravan Malhotra - Venture Capital, IFC
more

What are the benefits and challenges of working with a fund manager and a co-investing LP?

The Chatham House Rule applies. Closed to press.

14:30 - 15:00 30 mins
Venture Capital Summit
Afternoon refreshments and networking break
15:00 - 15:30 30 mins
Venture Capital Summit
Does it pay to be specialised?
  • Moderator Jessica Archibald - Managing Director, Top Tier Capital Partners
  • Panellists Vineet Chadha - Partner, Tata Capital Innovations Fund
  • Jinesh Patel - Partner, Dymon Asia Ventures
  • Xiao Li - Director and Head of Single Family Office, Gopher Asset Management
more

Do generalist or sector-specific funds come out on top? Are LPs shifting more towards sector specialisation? How do you limit the risks when chasing hot sectors?

15:30 - 16:20 50 mins
Venture Capital Summit
Sector workshop
  • Moderator Jireh Li - Chief Representative, Commonfund Capital
  • AI Boyu Hu - Founder and Partner, XVC
  • Blockchains and cryptocurrencies Ramin Behzadi - Managing Partner, 7 Gate Ventures
  • Robotics Benjamin Joffe - Partner, HAX (SOSV)
more

Exploring the nuances of investing in the hottest sectors.

This session consists of a 20-minute introductory panel discussion. Each panellist will then host a 20-minute roundtable. Finally, the panellists will return to the stage to provide a 10-minute summary of the discussion points from each table.

16:00 - 17:00 60 mins
Venture Capital Summit
Welcome drinks reception
more

16:00 - 17:00

16:20 - 16:20 0 mins
Venture Capital Summit
End of the Venture Capital Summit