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Gao Jian
China's macroeconomic movement and the development of the financial market
Senior Economist
Abhinav Mital
Education in China: Investment Opportunities and Strategies
Parthenon-EY
Days
Streams
Formats
08:30
09:00
(30 mins)
Main agenda
Registration and welcome coffee
09:00
09:10
(10 mins)
Main agenda
Chair's welcome address
09:10
09:35
(25 mins)
Main agenda
China's macroeconomic movement and the development of the financial market
The impact of debt levels in the Chinese economy, capital markets and the changing involvement of private equity in the economy.
09:35
10:15
(40 mins)
Main agenda
Navigating China’s new normal in an unsettled global environment
What are GPs doing to navigate the continuing economic transition? What role is private equity to play as the economy transforms and a new growth engine is built? How do GPs reconcile the differences between macro and micro outlooks? What produces realised returns in China today?
10:15
10:50
(35 mins)
Main agenda
Chinese LPs speak out
As Chinese family offices and institutional investors open up to private equity both in China and globally, what do they want from their investments? Do they have different liquidity horizons from their western peers and how should GPs be approaching these investors?
10:50
11:20
(30 mins)
Main agenda
Morning coffee
11:20
11:55
(35 mins)
Main agenda
Education in China: Investment Opportunities and Strategies
Given its size, growing middle class, and traditional prioritization of education, the opportunities for investment in education in China are immense. How should investors approach the education sector? What are the highest potential education opportunities and what are challenges to consider? This presentation will cover answers to these questions, highlighting strategies investors should consider for successful investments in the education sector.
11:55
12:20
(25 mins)
Main agenda
Fund pitch showcase
Four managers get five minutes each to deliver their perfect pitch, outlining their firm, fund and investment thesis. No slides allowed! Our expert LP panel will provide feedback on delivery and thoughts on the proposal.
Fund Pitches:
David Lee, China Everbright ReinFore Asset Management
Sabita Prakash, ADM Capital
Linda Cai, Partner, Loyal Valley Innovation Capital
12:20
13:00
(40 mins)
Main agenda
Update on Chinese venture capital
How have VCs managed the correction? Have valuations calmed down? What is the effect of consolidation in the marketplace? What exit strategies are venture capitalists lining up to realise returns on valuable portfolios? How is the entrepreneurial world reacting to the prospect of down-rounds when the going gets tough? What role does venture capital play in the development and application of genuinely new business models, and the creation of profitable companies, beyond simply funding it?
13:00
14:10
(70 mins)
Main agenda
Lunch
Stream A: What's Hot In China
14:10
14:45
(35 mins)
Stream A: What's hot in China?
Mezzanine & private debt: the alternative alternatives
How is the private debt opportunity developing in China? Is deploying leverage an attractive option in the face of china’s NPLs and debt situation? Have banks left a funding gap? Is mezzanine particularly attractive?
14:45
15:20
(35 mins)
Stream A: What's hot in China?
Healthcare: under the microscope
How important is specialisation in this space? What trends are being tracked to maximise returns? How deep a level of specialist knowledge do you need to overcome higher valuations in a competitive space?
15:20
15:50
(30 mins)
Stream A: What's hot in China?
Tech: the applied wisdom
From early-stage investments to the disruption of mature companies and business models, how are private equity and venture capital adding value and seeking alpha as tech-led disruption continues to hit?
Stream B: Engaged Conversations
14:10
14:50
(40 mins)
Stream B: Engaged conversations
Renewables and clean energy
How is the Chinese economy adapting to increased global scrutiny on carbon emissions, environmental impact, and green energy? What is the opportunity for private equity to assist in the change, and where are the returns to be made?
14:50
15:20
(30 mins)
Stream B: Engaged conversations
Currency flows
Update on the QFII programme and the viability of outbound capital flows
15:20
15:50
(30 mins)
Stream B: Engaged conversations
ESG, impact investing and sustainable development
How are managers developing and implementing ESG policy? How do you ensure that ESG shapes your investment thesis? What are LPs looking for and what questions need answering? Is there such a thing as to much transparency?
15:50
16:20
(30 mins)
Main agenda
Afternoon coffee
16:20
16:50
(30 mins)
Main agenda
Secondaries
As the Chinese private equity market matures and exits continue to be problematic, are secondaries becoming more important as a route to liquidity and as a tool for portfolio restructuring? Are they seen as an expensive route to liquidity? Who is buying and how competitive is the buyers’ market?
16:50
19:00
(130 mins)
Main agenda
The SuperReturn China 2016 drinks reception
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