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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

Showing of Streams
12:45 - 13:55

Lunch and networking break + Single family office lunch

Lunch break offering networking for all Main Conference attendees.   

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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. 

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

End of Main Conference Day Two

17:05 - 19:00

Main Conference Day Two Networking Drinks Reception

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 - 09:35 30 mins
Day Two Morning
Keynote address
09:35 - 10:10 35 mins
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
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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?

10:10 - 10:45 35 mins
Day Two Morning
Morning coffee and networking break
10:45 - 11:20 35 mins
Day Two Morning
How is the fund manager model evolving across the world and is Asia ready for this?
  • Moderator Peter Fuhrman - Chairman & Chief Executive Officer , China First Capital
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Are the lines between asset classes becoming blurred and is the Asia market ready for fully integrated and diversified practitioners that bring all corners of the market under one roof? As fund managers increase their capabilities for raising debt and lending what is the impact on the banks?

11:20 - 11:40 20 mins
Day Two Morning
Keynote address
11:40 - 12:10 30 mins
Day Two Morning
Keynote interview
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To what extent are emerging markets and Asia expected to suffer because of rising interest rates in the US? As the Asian markets matures and the economies of Asia improve is this historical trend no longer accurate?

12:10 - 12:45 35 mins
Day Two Morning
China’s make-or-break economic transition
  • Diana Choyleva - Chief Economist, Enodo Economics
more

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 and avoid a trade war and fuelling inflation. What have we seen in 2018 and what should we expect in 2019 and beyond?

12:45 - 13:55 70 mins
Lunch and networking break + Single family office lunch
more

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. 

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
14:00 - 14:35 35 mins
Stream A: Generating outsized returns in Asia
A market of many small opportunities: how to find returns in Southeast Asia
  • Chairman Han Seng Low - Executive Director, UOB Alternative Investment Management
  • Discussion leader Menno Derks - Partner & Managing Director Fund Investments, Sarona Asset Management
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LP-only, too hot to touch session

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.  The Chatham House Rule applies. Closed to press. Strictly limited to 25 attendees. First come, first served. No late admittance.  

14:00 - 14:35 35 mins
Stream B: China, India and the final frontiers
Will China deliver on its promises?
  • Panellists Gabriel Li - Managing Partner & Investment Committee Member, Orchid Asia Group Management
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Which policies and reform will impact private equity and venture capital in China going forward? How much of an opportunity is presented by the Belt and Road initiative? 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
Stream A: Generating outsized returns in Asia
Developed Asia-Pacific: the next star performer?
  • Panellists Kazushige Kobayashi - Managing Director, Capital Dynamics
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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?

14:35 - 15:10 35 mins
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, Adveq Management AG
  • Panellists Alagappan Murugappan - Managing Director, Head of intermediated Equity, Asia, CDC Group
  • Ranjit Shah - Managing Partner, Gaja Capital
  • Anupam Thareja - Founding Partner, Phi Capital
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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
Stream A: Generating outsized returns in Asia
Afternoon refreshments and networking break
15:10 - 15:45 35 mins
Stream B: China, India and the final frontiers
Afternoon refreshments and networking break
15:45 - 16:20 35 mins
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
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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
Stream B: China, India and the final frontiers
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 Oris Group
  • Genevieve Heng - Director, Anthem Asia Limited
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Too hot to touch session

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?

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

16:20 - 17:00 40 mins
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
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How can impact investors find solutions that have the ability to scale and achieve financial success?

16:20 - 17:00 40 mins
Stream B: China, India and the final frontiers
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
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Too hot to touch session

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?

Attendees are encouraged to attend the China session that took place at 14:00 in Stream B; this closed door discussion will be a more in-depth and candid continuation of that panel. 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 Two
17:05 - 19:00 115 mins
Main Conference Day Two Networking Drinks Reception