IIR & IBC Finance is part of the Knowledge and Networking Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa
Key Sessions

Dan Quayle

Keynote interview

Cerberus

08:15 - 08:45

Registration and welcome coffee

More
Showing of Streams
12:45 - 13:45
Info

Lunch and networking break + LP hosted roundtables

4 LPs will each host lunch roundtables on the following subjects:

  1. Co-investment, direct investments and separate accounts: what is driving these models?
  2. Risk appetite: how much of a barrier is created by geopolitical risk?
  3. Developed versus emerging Asia: where are the opportunities and what are the challenges?
  4. Due diligence: what questions are critical?
  • Table 1 Jamey Spencer - Senior Vice President, Jordan Park Group
  • Table 2 Brian Chun - Investment Officer, The Leona M. and Harry B. Helmsley Charitable Trust
More
Showing of Streams
15:10 - 15:40

Afternoon refreshments and networking break

More
Showing of Streams
17:00 - 17:05
End of Main Conference Day One

End of Main Conference Day One

More
17:30 - 19:30
Info

Main Conference Day One Networking Drinks Reception

Brickhouse

20 D'Aguilar Street, Hong Kong

Brickhouse is a lively restaurant & bar focused on authentic food from Mexico.

More
08:15 - 08:45 30 mins
Registration and welcome coffee
08:45 - 08:50 5 mins
Day One Morning
Chairperson’s welcome address
08:50 - 09:20 30 mins
Day One Morning
Keynote address
  • Dominic Ziegler - Senior Asia correspondent and Banyan columnist, The Economist
09:20 - 10:00 40 mins
Info
Day One Morning
How is technology disrupting the industry in Asia today and tomorrow?
  • Moderator Rebecca Xu - Co-Founder & Managing Director, Asia Alternatives Management
  • Panellists Sanggyun Ahn - Managing Partner, Anchor Equity Partners
  • Yuji Kimura - Founder, President & CEO, Polaris Capital Group
  • Wu Shangzhi - Chairman and Managing Partner, CDH Investments

How is significant technological advancement affecting the industry in 2018 and will we see a decisive shift in the way we think about investing? What opportunities and risks are posed by technology?

10:00 - 10:30 30 mins
Day One Morning
Morning coffee and networking break
10:30 - 10:55 25 mins
Day One Morning
Keynote interview
  • Dan Quayle - 44th Vice President of the United States, Chairman, Cerberus
  • Interviewed by Henny Sender - Chief Correspondent, International Finance , Financial Times
10:55 - 11:25 30 mins
Info
Day One Morning
How do LPs view Asia-Pacific as part of a global portfolio?
  • Moderator Neil Harper - CIO, Morgan Stanley Alternative Investment Partners
  • Panellists Robin Clifford - Senior Investment Principal, Private Markets, New Jersey Department of the Treasury, Division of Investment
  • Frank Su - Managing Director, Head of Private Equity Asia, CPPIB
  • Adriana Ballard - Portfolio Manager, Employees Retirement System of Texas

What, where, when and why? LPs discuss their views on creating a diversified portfolio.

11:25 - 11:45 20 mins
Day One Morning
Keynote address
  • Gary Pinshaw - Senior Partner, McKinsey & Company
  • Ivo Naumann - Partner, McKinsey & Company
11:45 - 12:15 30 mins
Info
Day One Morning
How are the large-cap, mid-cap and small-cap markets developing?
  • Moderator Mingchen Xia - Managing Director, Hamilton Lane
  • Panellists Nicholas Bloy - Managing Partner, Navis Capital Partners
  • Padmanabh Sinha - Managing Partner, Tata Opportunities Fund, Tata Capital Ltd

As the big get bigger and the small struggle what is the impact of the ongoing bifurcation of the market in Asia? How do competition and valuations look across the market and how sustainable is this record-breaking era of fundraising?

12:15 - 12:45 30 mins
Day One Morning
Keynote address
  • Forest Lin - Managing Partner, Tencent Investment
12:45 - 13:45 60 mins
Info
Lunch and networking break + LP hosted roundtables
  • Table 1 Jamey Spencer - Senior Vice President, Jordan Park Group
  • Table 2 Brian Chun - Investment Officer, The Leona M. and Harry B. Helmsley Charitable Trust

4 LPs will each host lunch roundtables on the following subjects:

  1. Co-investment, direct investments and separate accounts: what is driving these models?
  2. Risk appetite: how much of a barrier is created by geopolitical risk?
  3. Developed versus emerging Asia: where are the opportunities and what are the challenges?
  4. Due diligence: what questions are critical?
13:45 - 13:50 5 mins
Stream A: Private Credit
Stream A Chairperson's welcome address
13:45 - 13:50 5 mins
Stream B: Sector workshops
Stream B Chairperson's welcome addresss
13:45 - 13:50 5 mins
Stream C: Creating connections
Stream C Chairperson's welcome address
13:50 - 14:30 40 mins
Info
Stream A: Private Credit
Private credit: which products and strategies are driving the market development in Asia today?
  • Moderator Tod Trabocco - Managing Director, Credit Investment Group, Cambridge Associates
  • Panellists Chris Grizzard - Vice President, Bayshore Capital Advisors
  • Venkat Ramaswamy - Executive Director, Edelweiss Alternatives
  • Michael Tierney - Managing Partner and Co-Founder, Tanarra Credit Partners

How mature and robust is the private credit market in Asia-Pacific and where are the depths and limits? Which strategies are attracting LP interest and what unique structures are on offer?

13:50 - 14:30 40 mins
Info
Stream B: Sector workshops
Healthcare and health-tech: are they living up to the promise?
  • Moderator Mark O'Hare - Chief Executive Officer, Preqin
  • Panellists Shane Chesson - Partner, Openspace Ventures
  • Gregory Hara - Chief Executive and Managing Partner, J-STAR
  • James Ieong - Chairman and Managing Partner, Pagoda Investment

What are the nuances of investing in healthcare across emerging and developed markets and is pricing too high across the region? How much of the market is focussed on tech-driven solutions and what is the interplay between venture capital and private equity?

13:50 - 14:30 40 mins
Info
Stream C: Creating connections
Fund showcase
  • GPs Peter Mao - Partner, Panda Capital
  • LP judges Eric Marchand - Principal, Unigestion

3 GPs will each have 5 minutes and 5 slides to explain their fund thesis. LP judges will then provide feedback on delivery and clarity of concept. 

14:30 - 15:10 40 mins
Info
Stream A: Private Credit
Global opportunities in private credit
  • Tas Hasan - Partner & Head of Investment Team, Deerpath Capital Management
  • Kin Chan - Chief Investment Officer, Argyle Street Management Limited

In-depth discussion on the risks and opportunities in private credit lending across different markets

14:30 - 15:10 40 mins
Info
Stream B: Sector workshops
How are changing consumer behaviours affecting this sector and does it remain a resilient vertical?
  • Panellists Josephine Price - Director, Anthem Asia Limited
  • Gilbert Zeng - Managing Director & Head of China, Standard Chartered Private Equity
  • Jacky Liu - Managing Director, Legend Capital

Given the rise of technology is the conventional consumer sector becoming yesterday’s story? Or does this sector remain resilient in the face of volatile and cyclical markets? How does the purchasing power of the rising middle class vary across countries?

14:30 - 15:10 40 mins
Info
Stream C: Creating connections
LP-only, off the record: standing out from the crowd: manager selection in Asia
  • Chair Edward Grefenstette - President, CEO & Chief Investment Officer, The Dietrich Foundation
  • Discussion leaders Steve Cowan - Managing Director & Co-Founder, 57 Stars
  • Lay Hong Lee - Founding Partner & Managing Director, Eagle Asia Partners

Are LPs cutting down their portfolios in the search for star performers? How do LPs decide who to back when there are so many GPs in market at the same time? And how do LPs evaluate funds that have a different approach to the use of credit facilities – what are the pros and cons of different lines of credit?

This session is only open to pre-registered DFIs, Endowments, Foundations, Insurance Companies, Pension Funds and Sovereign Wealth Funds, subject to validation. To register please contact Chloe Elliott at chloe.elliott@knect365.com

Closed door session run under the Chatham House Rule. No press. Strictly limited to 25 attendees. First come, first served. No late admittance.   

15:10 - 15:40 30 mins
Afternoon refreshments and networking break
15:40 - 16:20 40 mins
Info
Stream A: Adding real value in Asia
Creating value through technology and disruption
  • Moderator Philipp von dem Knesebeck - Managing Partner, Blue Future Partners
  • Panellists Eric Benhamou - Founder & Global Partner, Benhamou Global Ventures
  • Jason Cheng - Managing Partner and Co-Founder, Kerogen Capital
  • Noor Sweid - General Partner, Global Ventures

How are fund managers and traditional businesses viewing and leveraging technology and digital disruption? How can technology be applied across sourcing, operations and exits? Should this trend have a fundamental impact on your investment thesis and direction?

15:40 - 16:20 40 mins
Info
Stream B: Sector workshops
The sector specialists
  • Moderator Mark O'Hare - Chief Executive Officer, Preqin
  • Panellists Jinesh Shah - Founding Partner, Omnivore Partners
  • Tony Jiang - Partner & Board Director, Ocean Link
  • Udayan Goyal - Co-founder & Managing Partner, Apis Partners

What are the benefits of sector specialisation in Asia today? What skills are required to give managers an edge in the niche and emerging sectors of the market?

15:40 - 16:20 40 mins
Info
Stream C: Creating connections
Speed networking

10 GPs and 10 LPs will have the opportunity to speak for 3 minutes before the timer sounds and the GPs rotate.

For LP registration, please contact Chloe Elliott at chloe.elliott@knect365.com. 

For GP registration, please use the sign-up sheet which will be available at the Registration Desk from 08:30 on Tuesday. 

Please note that this session will start promptly at 15:40 and if you are late you may lose your place.  

16:20 - 17:00 40 mins
Info
Stream A: Adding real value in Asia
How important and realistic is true operational value add in Southeast Asia?
  • Moderator Pote Videt - Managing Director, Lombard Investments
  • Panellists Kuo-Yi Lim - Managing Partner, Monk's Hill Ventures
  • Joshua Morris - Founding Partner, Emerging Markets Investments
  • Rodney Muse - Co-Founder and Managing Partner, Navis Capital Partners

As the market matures in Southeast Asia is there a growing need to focus on operational value add? Given the geographic diversity how can this be achieved and what are the real advantages to be gained?

16:20 - 17:00 40 mins
Info
Stream B: Sector workshops
Sector specialisation: how do different LP groups invest in different sectors?
  • Moderator Matt Fifield - Partner, Pacific Road Capital Management
  • Panellists Suneel Kaji - Director – Emerging Markets, UTIMCO
  • Florian Kohler - Managing Director, Asia, Obviam
  • Ally Zhang - Managing Director, Siguler Guff & Company

How do varying mandates and requirements lead LPs to look to sector focussed funds?

16:20 - 17:00 40 mins
Info
Stream C: Creating connections
Off the record

Session topic TBC

Closed door session run under the Chatham House Rule. No press. No late admittance.  

17:00 - 17:05 5 mins
End of Main Conference Day One
17:30 - 19:30 120 mins
Info
Main Conference Day One Networking Drinks Reception

Brickhouse

20 D'Aguilar Street, Hong Kong

Brickhouse is a lively restaurant & bar focused on authentic food from Mexico.