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Key Sessions

Diana Choyleva

China’s make-or-break economic transition

Enodo Economics

08:30 - 09:00

Registration and welcome coffee

More
Showing of Streams
10:10 - 10:40

Morning coffee and networking break

More
Showing of Streams
12:45 - 13:55
Info

Lunch and networking break + Single family office lunch

Lunch break offering networking for all Main Conference attendees.   

+

Single family office lunch

This exclusive lunch is only open to 20 pre-registered single family offices, subject to validation. To register please contact Chloe Elliott at chloe.elliott@knect365.com. 

Topics to be discussed

  • Co-hosted By Xiao Li - Director & Head of Single Family Offices, Gopher Asset Management
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Showing of Streams
15:10 - 15:45

Afternoon refreshments and networking break

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

End of Main Conference Day Two

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17:05 - 19:00
Info

Main Conference Day Two Networking Drinks Reception

More
08:30 - 09:00 30 mins
Registration and welcome coffee
09:00 - 09:05 5 mins
Day Two Morning
Chairperson's welcome address
09:05 - 09:40 35 mins
Info
Day Two Morning
The hunt for liquidity: did Asia overpromise and underdeliver or is now the time for Asia to prove itself?
  • Moderator Brian Lim - Partner and Head of Asia and Emerging Markets, Pantheon
  • Panellists Kenneth Tan - Co-Managing Partner, Southern Capital
  • Akhil Awasthi - Managing Partner, Tata Growth Capital Fund

What more needs to be done for the exit market to mature and for LPs to feel confident that they can get their capital off the ground? Will the question of liquidity always be front of mind for LPs investing in Asia? Is capital market access in Hong Kong now within easier reach, especially in the more innovative sectors?

09:40 - 10:10 30 mins
Day Two Morning
Private equity and technology in Asia
  • Moderator Henny Sender - Chief Correspondent, International Finance , Financial Times
  • Panellists John Lindfors - Managing Partner, DST Investment Management Ltd.
  • Julian Cheng - Co-head of China, Warburg Pincus
  • Karen Zhang - Principal, Head of China Internet & Technology, General Atlantic
10:10 - 10:40 30 mins
Morning coffee and networking break
10:40 - 11:10 30 mins
Info
Day Two Morning
Achieving real value in Asia-Pacific
  • Panellists Anand Krishnan - Founder & Managing Partner, FidelisWorld

How can fund managers work with their portfolio companies to create value in their own market and perhaps scale across other markets? And how do such initiatives impact returns?

11:10 - 11:40 30 mins
Day Two Morning
Keynote address
  • Victor Ai - Managing Director, China Everbright Limited
11:40 - 12:10 30 mins
Day Two Morning
Keynote interview
  • José Feliciano - Co-Founder & Managing Partner, Clearlake Capital Group
  • Interviewed by Robert Hamilton Kelly - Managing Director, Goldman Sachs
12:10 - 12:45 35 mins
Info
Day Two Morning
China’s make-or-break economic transition
  • Diana Choyleva - Chief Economist, Enodo Economics

Xi Jinping is now master of all he surveys, but he faces a difficult balancing act: how to rebalance the economy and arrest China’s structural growth downturn, rein in financial risks, limit the impact of the trade war and avoid fuelling inflation. What have we seen in 2018 and what should we expect in 2019 and beyond?

12:45 - 13:55 70 mins
Info
Lunch and networking break + Single family office lunch
  • Co-hosted By Xiao Li - Director & Head of Single Family Offices, Gopher Asset Management

Lunch break offering networking for all Main Conference attendees.   

+

Single family office lunch

This exclusive lunch is only open to 20 pre-registered single family offices, subject to validation. To register please contact Chloe Elliott at chloe.elliott@knect365.com. 

Topics to be discussed

13:55 - 14:00 5 mins
Stream A: Generating outsized returns in Asia
Stream A Chairperson's welcome address
13:55 - 14:00 5 mins
Stream B: China, India and the final frontiers
Stream B Chairperson's welcome address
  • Chair John Crocker - Alternative Investment Executive, Matinicus LLC
14:00 - 14:35 35 mins
Info
Stream A: Generating outsized returns in Asia
Japan, South Korea and Australia: the next star performers?
  • Panellists Kazushige Kobayashi - Managing Director, Capital Dynamics

Are Japan, South Korea and Australia delivering returns in the same league as China? What are the winning strategies in these markets and how should they be evaluated by investors that have more experience with China? Are these ecosystems missing any key ingredients and if so what is being done to bridge the gaps?

14:00 - 14:35 35 mins
Info
Stream B: China, India and the final frontiers
Will China deliver on its promises?
  • Moderator Peter Fuhrman - Chairman & Chief Executive Officer , China First Capital
  • Panellists Gabriel Li - Managing Partner & Investment Committee Member, Orchid Asia Group Management
  • David Pierce - Managing Director & Head of Asia, HQ Capital

Which policies and reform will impact private equity and venture capital in China going forward? Are Chinese buyouts here to stay or is this still a small part of the overall market? And how are competition and valuations evolving?

14:35 - 15:10 35 mins
Info
Stream A: Generating outsized returns in Asia
LP-only, off the record: a market of many small opportunities: how to find returns in Southeast Asia
  • Chairman Han Seng Low - Executive Director, UOB Alternative Investment Management

How can LPs access the numerous opportunities available across this diverse region? How unbalanced is the trade-off between the effort put in and the money deployed? And can you achieve enough diversification through regional funds in this very cyclical market?

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.  

14:35 - 15:10 35 mins
Info
Stream B: China, India and the final frontiers
Update on India: what does the future hold for different strategies within India?
  • Moderator Viswanathan Parameswar - Head of Investments Asia, Schroder Adveq Management AG
  • Panellists Alagappan Murugappan - Managing Director, Head of intermediated Equity, Asia, CDC Group
  • Gopal Jain - Managing Partner, Gaja Capital
  • Anupam Thareja - Founding Partner, Phi Capital
  • Uday Garg - Founder & Managing Partner, Mandala Capital

What does deal flow, competition and return potential look like for the different strategies active in Indian private equity today? How do you approach India from a pan-regional, control and minority perspective?

15:10 - 15:45 35 mins
Afternoon refreshments and networking break
15:45 - 16:20 35 mins
Info
Stream A: Generating outsized returns in Asia
The best way to provide consistent returns in Asia: what are the merits of each approach?
  • Moderator Nirav Kachalia - Co-Founder & Managing Partner, Canopy Group
  • Panellists Heinz Blennemann - Principal, Blennemann Family Investments
  • David Do - Managing Director, Vietnam Investments Group

From deal structuring to operational edge which strategies provide a pathway to consistent returns? Is it a case of focussing on your own strengths and doing what you do best? And is a focus on trade within Asia a key lever in future-proofing your returns?

15:45 - 16:20 35 mins
Info
Stream B: China, India and the final frontiers
Off the record: the final frontiers: what’s the next market to explore?
  • Chair Udit Gambhir - Managing Director Asia, SGG Group
  • Discussion leaders Jason Bajaj - Co-Founder & Managing Partner, The Osiris Group
  • Genevieve Heng - Director, Anthem Asia Limited
  • Christian Forthuber - Managing Partner, BRT Capital Partners

What will it take for commercial LPs to feel more comfortable with Asia’s frontier markets? How far up the risk scale should you go in the chase for returns – are some markets simply a frontier too far?

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

16:20 - 17:00 40 mins
Info
Stream A: Generating outsized returns in Asia
Combining positive impact with market returns
  • Moderator Edouard Merette - Chairman, Unigestion Asia
  • Panellists Ganesh Rengaswamy - Co-Founder & Partner, Quona Capital
  • Rajat Arora - Investment Director, LGT Impact
  • Arif Khan - CEO & Managing Director, IDLC Finance

How can impact investors find solutions that have the ability to scale and achieve financial success?

16:20 - 17:00 40 mins
Info
Stream B: China, India and the final frontiers
Off the record: geopolitical risk in Asia and the impact of Chinese foreign exchange controls
  • Chair Ying Li - Partner, Proskauer
  • Discussion leaders Diana Choyleva - Chief Economist, Enodo Economics

What is the impact of foreign exchange controls on foreign investors and to what extent can any negative impact be mitigated through restructuring? Will reform lead to the market opening up and how can investors commercialise the policy tailwinds? What are the implications of other geopolitical risks across Asia and how much of a factor are such risks when investors are trying to access and benefit from the incredible growth in Asia?

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 Two
17:05 - 19:00 115 mins
Info
Main Conference Day Two Networking Drinks Reception