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Informa
08:15 - 08:45

Registration and welcome coffee

Showing of Streams
12:40 - 13:45

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.  What do you do with a zombie fund in your portfolio?
  • Jamey Spencer - Senior Vice President, Jordan Park Group
more
Showing of Streams
15:10 - 15:40

Afternoon refreshments and networking break

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

End of Main Conference Day One

17:45 - 20:00

Main Conference Day One Networking Drinks Reception

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
09:20 - 10:00 40 mins
Day One Morning
How is technology disrupting the industry in Asia today and tomorrow?
  • Moderator Rebecca Xu - Co-Founder & Managing Director, Asia Alternatives Management
more

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 - 11:00 30 mins
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 Frank Su - Senior Principal, Private Equity Investment Partnerships, CPPIB
more

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

11:00 - 11:20 20 mins
Day One Morning
Keynote address
  • Gary Pinshaw - Senior Partner, McKinsey & Company
  • Ivo Naumann - Partner, McKinsey & Company
more
11:20 - 11:50 30 mins
Day One Morning
How are the large-cap, mid-cap and small-cap markets developing?
  • Panellists Nicholas Bloy - Managing Partner, Navis Capital Partners
  • Padmanabh Sinha - Managing Partner, Tata Opportunities Fund, Tata Capital Ltd
more

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?

11:50 - 12:20 30 mins
Day One Morning
Keynote interview
12:20 - 12:40 20 mins
Day One Morning
Keynote address
12:40 - 13:45 65 mins
Lunch and networking break + LP hosted roundtables
  • Jamey Spencer - Senior Vice President, Jordan Park Group
more

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.  What do you do with a zombie fund in your portfolio?
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
Stream A: Private Credit
Private credit: which products and strategies are driving the market development today?
  • Moderator Tod Trabocco - Managing Director, Credit Investment Group, Cambridge Associates
  • Panellists Chris Grizzard - Vice President, Bayshore Capital Advisors
  • Michael Tierney - Managing Partner and Co-Founder, Tanarra Credit Partners
  • Grace Ge - Partner, Ares Management LLC
more

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
Stream B: Sector workshops
Healthcare and health-tech: are they living up to the promise?
  • Panellists Shane Chesson - Partner, NSI Ventures
  • Gregory Hara - Chief Executive and Managing Partner, J-STAR
  • James Ieong - Chairman and Managing Partner, Pagoda Investment
more

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
Stream C: Creating connections
Fund showcase
  • LP judges Menno Derks - Partner & Managing Director Fund Investments, Sarona Asset Management
more

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
Stream A: Private Credit
Hosted roundtables: in-depth discussions on private credit
  • Michael Tierney - Managing Partner and Co-Founder, Tanarra Credit Partners
  • Grace Ge - Partner, Ares Management LLC
more
  1. How do you protect your investments against downside risk?
  2. How do you structure a private credit deal?
  3. How does the Asian private credit market compare to Europe, the US and emerging markets?
  4. How effective is the NPL market as a way to diversify in Asia?
  5. How is the leveraged finance market developing in Asia?
14:30 - 15:10 40 mins
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
more

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
Stream C: Creating connections
Standing out from the crowd: manager selection in Asia
  • Discussion leaders Steve Cowan - Managing Director & Co-Founder, 57 Stars
  • Lay Hong Lee - Founding Partner & Managing Director, Eagle Asia Partners
more

LP-only, too hot to touch session

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.  The Chatham House Rule applies. Closed to 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
Stream A: Adding real value in Asia
Creating value through technology and disruption
  • Panellists Eric Benhamou - Founder & Global Partner, Benhamou Global Ventures
  • Jason Cheng - Co-founder and Managing Partner, Kerogen Capital
  • Noor Sweid - General Partner, Global Ventures
more

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
Stream B: Sector workshops
The sector specialists
  • Panellists Jinesh Shah - Founding Partner, Omnivore Partners
more

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

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

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 14:20 and if you are late you may lose your place.  

16:20 - 17:00 40 mins
Stream A: Adding real value in Asia
How important and realistic is true operational value add in Southeast Asia?
  • Panellists Kuo-Yi Lim - Managing Partner, Monk's Hill Ventures
more

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
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
more

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

16:20 - 17:00 40 mins
Stream C: Creating connections
The quest for talent and the problem with succession
  • Chair Pote Videt - Managing Director, Lombard Investments
more

Too hot to touch session

If a GP isn’t planning for succession what is the impact for LPs and how can GPs be better prepared? How vital is it to have teams on the ground and how do GPs find and nurture talent across the region?

The Chatham House Rule applies. Closed to press. Strictly limited to 35 attendees. First come, first served. No late admittance.  

17:00 - 17:05 5 mins
End of Main Conference Day One
17:45 - 20:00 135 mins
Main Conference Day One Networking Drinks Reception