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Informa
Key Sessions

Dan Quayle

America today

Cerberus

Ivo Naumann

Asian private equity – have we hit maturity?

McKinsey & Company

08:15 - 08:45

Registration and welcome coffee

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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. Chinese LP perspective on portfolio allocation 
  • 1. Jamey Spencer - Senior Vice President, Jordan Park Group
  • 2. Brian Chun - Investment Officer, The Leona M. and Harry B. Helmsley Charitable Trust
  • 3. Steve Cowan - Managing Director & Co-Founder, 57 Stars
  • 4. PV Wang - Senior Advisor, 开元国创资本管理有限公司 (KYGC)
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

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17:30 - 19:00
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.

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08:15 - 08:45 30 mins
Registration and welcome coffee
08:45 - 08:50 5 mins
Day One Morning
Chairperson’s welcome address
  • Chair PV Wang - Senior Advisor, 开元国创资本管理有限公司 (KYGC)
08:50 - 09:20 30 mins
Day One Morning
Asia’s shifting relationship with the West: the impact of US-China tensions on the rest of the region
  • 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 Hong Kong Advisor Limited
  • Panellists Sanggyun Ahn - Managing Partner, Anchor Equity Partners
  • Yuji Kimura - Founder, President & CEO, Polaris Capital Group
  • Sanjay Kukreja - Partner, ChrysCapital Advisors LLP
  • Stuart Schonberger - Founding 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
America today
  • Fireside chat with 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 Judy Zhang - Managing Director, Cambridge Associates
  • Panellists Adriana Ballard - Portfolio Manager, Employees Retirement System of Texas
  • 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

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

11:25 - 11:45 20 mins
Day One Morning
Asian private equity – have we hit maturity?
  • 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
  • Kevin Chen - Founding Partner, BioTrack Capital
  • Atul Kapur - Co-founder and Managing Partner, Everstone Capital
  • 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
Find the next generation of platform companies
  • Forest Lin - Managing Partner, Tencent Investment
12:45 - 13:45 60 mins
Info
Lunch and networking break + LP hosted roundtables
  • 1. Jamey Spencer - Senior Vice President, Jordan Park Group
  • 2. Brian Chun - Investment Officer, The Leona M. and Harry B. Helmsley Charitable Trust
  • 3. Steve Cowan - Managing Director & Co-Founder, 57 Stars
  • 4. PV Wang - Senior Advisor, 开元国创资本管理有限公司 (KYGC)

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. Chinese LP perspective on portfolio allocation 
13:45 - 13:50 5 mins
Stream A: Private Credit
Stream A Chairperson's welcome address
  • Chair Tas Hasan - Partner & Head of Investment Team, Deerpath Capital Management
13:45 - 13:50 5 mins
Stream B: Sector workshops
Stream B Chairperson's welcome addresss
  • Chair Mark O'Hare - Chief Executive Officer, Preqin
13:45 - 14:30 45 mins
Info
Stream C: Creating connections
Fund showcase
  • Chair Gregory Lamb - Managing Partner, Alcazar Partners LLC
  • GPs Peter Mao - Partner, Panda Capital
  • Mukund Krishnaswami - Founding Partner, Lighthouse Funds
  • 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. 

13:50 - 14:30 40 mins
Info
Stream A: Private Credit
Private credit: which products and strategies are driving the market development in Asia-Pacific 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?

14:30 - 15:10 40 mins
Info
Stream A: Private Credit
Global opportunities in private credit
  • Moderator Tod Trabocco - Managing Director, Credit Investment Group, Cambridge Associates
  • Panellists Kin Chan - Chief Investment Officer, Argyle Street Management Limited
  • Tas Hasan - Partner & Head of Investment Team, Deerpath Capital Management
  • Keith Read - President, Cerberus Business Finance, Senior Managing Director, Cerberus Capital Management

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?
  • Moderator Aongorn Somprasong - Managing Director, Lombard Investment
  • Panellists Josephine Price - Director, Anthem Asia Limited
  • Gilbert Zeng - Managing Director & Head of China, Standard Chartered Private Equity
  • Ellecia Saffron - Founder & Managing Director, Maysaffron
  • Manish Kheterpal - Managing Partner, WaterBridge Ventures

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 leader Steve Cowan - Managing Director & Co-Founder, 57 Stars

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
  • Raj Ganguly - Co-Founder & General Partner, B Capital Group
  • 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 Udayan Goyal - Co-founder & Managing Partner, Apis Partners
  • Tony Jiang - Partner & Board Director, Ocean Link
  • Matt Fifield - Partner, Pacific Road Capital Management

What are the benefits of sector specialisation in Asia-Pacific 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
  • Chair Gregory Lamb - Managing Partner, Alcazar Partners LLC

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 Aongorn Somprasong - Managing Director, Lombard Investment
  • 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
  • Ally Zhang - Managing Director, Siguler Guff & Company

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

17:00 - 17:05 5 mins
End of Main Conference Day One
17:30 - 19:00 90 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.