IIR & IBC Finance is part of the Knowledge and Networking Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa
Key Sessions

Michael Pettis

Keynote address: Trump and trade

Peking University

H.K. Chang

Belt and Road and AI 2025

City University of Hong Kong

Showing of Streams
Showing of Streams
Showing of Streams
Showing of Streams
Showing of Streams
Showing of Streams
Showing of Streams
Showing of Streams
Showing of Streams
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
  • Moderator Henny Sender - Chief Correspondent, Financial Times
  • Frank Wei - Co-head of China, Warburg Pincus
  • 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?
  • Ralph Keitel - Regional Lead East Asia, PE Funds, IFC
  • David Pierce - Managing Director & Head of Asia, HQ Capital
  • Mingchen Xia - Managing Director, Hamilton Lane

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 - 12:00 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?

12:00 - 12:20 20 mins
Main Conference Day 1
Belt and Road and AI 2025
  • H.K. Chang - President-Emeritus, City University of Hong Kong
12:20 - 12:45 25 mins
Info
Main Conference Day 1
Digital silk road
  • Dong-ik Lee - Director General, Investment Operations III, Asian Infrastructure Investment Bank
  • H.K. Chang - President-Emeritus, City University of Hong Kong

Prof. H.K. Chang in conversation with Dong-ik Lee

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?

12:45 - 13:05 20 mins
Main Conference Day 1
Special guest keynote address
13:05 - 14:00 55 mins
Networking Breaks
Lunch and networking break
14:00 - 14:05 5 mins
Stream A - Venture Capital
Afternoon Chair
14:00 - 14:05 5 mins
Stream B - Buyouts
Afternoon Chair
14:05 - 14:35 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

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

14:05 - 14:35 30 mins
Info
Stream B - Buyouts
Truth in numbers: the size of China's buyout market

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?

14:35 - 15:05 30 mins
Info
Stream A - Venture Capital
How are VCs scaling up to raise bigger funds?
  • Alexa Zhang - Chief Investment Officer, Huiyang Capital Ltd.

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

14:35 - 15:05 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?

15:05 - 15:35 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
  • Catherine Shih - Partner, Quilvest Group
  • Lu Yeung - Venture Investments & Strategy Director, CLP Holdings

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?

15:05 - 15:35 30 mins
Info
Stream B - Buyouts
How are Chinese GPs creating value in buyout deals?
  • Gabriel Li - Managing Director, Orchid Asia Group Management
  • Fred Hu - Chairman, Primavera Capital Group

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

15:35 - 16:05 30 mins
Networking Breaks
Afternoon coffee and networking break
16:05 - 16:35 30 mins
Info
Main Conference Day 1
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?

16:35 - 17:05 30 mins
Info
Main Conference Day 1
CEO Interview
  • Interviewer Zander Yin - Founding Partner, CEO / Co-Founder, Gopher Asset Management / Noah Holdings Limited

What makes a good PE or VC investor? How can an investor and portfolio company work well together on a day to day basis? What are some of the challenges that may arise? When it’s time for the investor to exit, what role can the CEO play in smoothing out the process for both parties?

17:05 - 19:05 120 mins
Info
Networking Breaks
The SuperReturn China 2018 drinks reception

EQUIS at the Four Seasons, Beijing