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Key Sessions

H.K. Chang

Digital silk road: Part 1

City University of Hong Kong

08:30 - 08:55 25 mins
Networking Breaks
Registration and Welcome Coffee
08:55 - 09:00 5 mins
Main Conference Day 1
Chair's welcome address
09:00 - 09:40 40 mins
Info
Main Conference Day 1
Keynote address: Trump and trade
  • Michael Pettis - Professor of Finance, Guanghua School of Management, Peking University

How are current trade restrictions between the US and China shaping the business environment in China? What will the next year look like for world trade and how will it impact the global economy? Is China’s global position being challenged?

09:40 - 10:20 40 mins
Info
Main Conference Day 1
Staying ahead of the curve: finding opportunity in the world of uncertainty
  • Paul Yang - Member and CEO of Greater China, KKR

How are trade disputes, Brexit and recent regulatory changes in China impacting PE and VC? Where are the investment opportunities to be found? Are there visible changes to capital flows and deals? What does it take to be a successful private equity firm in the current environment?

10:20 - 11:00 40 mins
Info
Main Conference Day 1
How is international LP appetite for investment in China changing?
  • David Pierce - Managing Director & Head of Asia, HQ Capital
  • Mingchen Xia - Managing Director, Hamilton Lane
  • Nancy Ku - Head of Asia Pacific, ADIA

How has international LP perception of risk vs return in China changed over the past 5 years? Where does China fit within LP global portfolios – is exposure increasing or decreasing? Which strategies are attracting the most capital? What can Chinese investors learn from international LPs?

11:00 - 11:30 30 mins
Networking Breaks
Morning coffee and networking break
11:30 - 11:50 20 mins
Main Conference Day 1
Special keynote address
11:50 - 12:20 30 mins
Info
Main Conference Day 1
China as an innovator
  • Jennifer Li - CEO and Managing Partner, Changcheng Investment Partners
  • Jenny Lee - Managing Partner, GGV Capital

To what extent is China creating new technologies vs building on technologies from other countries? How is China developing and commercialising its own innovations? What are the risks and opportunities for investors? How big can China’s “Silicon Valley” get over the next 5 years?

12:20 - 12:45 25 mins
Info
Main Conference Day 1
Digital silk road: Part 1
  • H.K. Chang - President-Emeritus, City University of Hong Kong

Part 1: Keynote address: Belt and Road and AI 2025

12:45 - 13:10 25 mins
Info
Main Conference Day 1
Digital silk road: Part 2
  • H.K. Chang - President-Emeritus, City University of Hong Kong

How can the government promote the use of RMB and help Chinese internet companies grow in new markets by leveraging their experiences of the Chinese market? How can the initiative support further growth despite the ongoing US trade protectionism?

13:10 - 13:30 20 mins
Main Conference Day 1
Special guest keynote address
13:30 - 14:25 55 mins
Networking Breaks
Lunch and networking break
14:25 - 14:30 5 mins
Stream A - Venture Capital
Afternoon Chair
  • Sally Shan - Managing Director , HarbourVest Partners (Asia)
14:25 - 14:30 5 mins
Stream B - Buyouts
Afternoon Chair
14:30 - 15:00 30 mins
Info
Stream A - Venture Capital
VC deal flow
  • Chuan Thor - Managing Partner & Co-Founder, AlphaX Partners
  • Duane Kuang - Founding Managing Partner, Qiming Venture Partners
  • Moderator Abby Barlow - Partner, Director of Investment Research, Crestone Capital, LLC

Which sectors are attracting the most VC investment? How are VCs spotting unicorn opportunities in a highly competitive market? Has the market peaked?

14:30 - 15:00 30 mins
Info
Stream B - Buyouts
Truth in numbers: the size of China's buyout market
  • Michael Hoffmann - President & Managing Director, Probitas Partners

How big is the buyout market? Which sectors are attracting investments? Who are the active managers? How does it compare to the rest of Asia?

15:00 - 15:30 30 mins
Info
Stream A - Venture Capital
How are VCs scaling up to raise bigger funds?
  • Alexa Zhang - Chief Investment Officer, Huiyang Capital Ltd.
  • Moderator Ben Choi - Managing Director, Legacy Venture
  • Karen Zhang - Principal, Head of China Internet & Technology, General Atlantic

Inhouse processes, reporting, capabilities, business model, potential regulatory issues

15:00 - 15:30 30 mins
Info
Stream B - Buyouts
Successfully sourcing, structuring and executing buyout deals in China
  • Jim Tsao - Chairman and Head of Greater China, Permira
  • Haitao Li - Group Deputy VP, China Science & Merchants Capital Management Group
  • Pamela Fung - Principal, Morgan Stanley Alternative Investment Partners
  • Moderator Edwin Chan - Managing Director, Probitas Partners

Is there enough quality deal flow? How can investments be leveraged in China? What are the differences between Chinese and US buyouts? How easy is it to find management talent to run these businesses?

15:30 - 16:00 30 mins
Networking Breaks
Afternoon coffee and networking break
16:00 - 16:30 30 mins
Info
Stream A - Venture Capital
What do LPs say about the current VC market?
  • Moderator Jacob Chiu - Managing Director, HQ Capital Asia Limited
  • Lu Yeung - Director of Venture Investments & Strategy, CLP Holdings
  • Catherine Shih - Partner, Quilvest Group
  • Yan Guo - Executive Director, LGT Capital Partners

Are high valuations justified? Are there too many funds being raised? How are LPs finding the next top performing VC funds in a competitive market and are some funds over-promising?

16:00 - 16:30 30 mins
Info
Stream B - Buyouts
How are Chinese GPs creating value in buyout deals?
  • Moderator Olivia Ouyang - Director, Funds, Ontario Teachers' Pension Plan (Asia) Limited
  • Gabriel Li - Managing Director, Orchid Asia Group Management
  • Fred Hu - Chairman, Primavera Capital Group
  • David Qiu - Partner and President, PAG Asia Capital

Operational expertise, geo expansion, digitisation, improved efficiency, exit planning.

16:30 - 17:00 30 mins
Info
Stream A - Venture Capital
Data presentation: Performance of PE and VC in China
  • Ee Fai Kam - Head of Asian Operations, Preqin

How have PE and VC funds performed relative to other markets? How much of capital is being raised? Which sectors, strategies, and deal sizes are attracting the most investment? What are the correlations between China VC returns vs US VC returns?

16:30 - 17:00 30 mins
Info
LP Only
LPs’ views on conflict of interest
  • Discussion leader Monica Liu - Senior Vice President, Bank of China Group Investment Limited
  • Discussion leader Weijia Huang - Vice President, Calibrium AG

Engaged Conversations

LP-Only: Qing II-III

Why LPs do not prefer GPs having both RMB and USD funds but tolerate it anyway? What LPs think about cross fund investment teams and funds getting too large?

17:00 - 19:00 120 mins
Info
Networking Breaks
The SuperReturn China 2019 drinks reception

EQUIS at the Four Seasons, Beijing

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