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Key Sessions

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

08:30 09:00 (30 mins)

Main agenda

Registration and welcome coffee

09:00 09:10 (10 mins)

Main agenda

Chair's welcome address

  • Chair Sally Shan - Managing Director , HarbourVest Partners (Asia)

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.

  • Gao Jian, Senior Economist

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?

  • Moderator Weichou Su - Partner, StepStone Group
  • Panellist Jason Zhao - Head of Alternatives, China Post Life Insurance
  • James Wang - Partner, Han Kun Law
  • Xiao Li - CIO, CJ Capital

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. 

  • Abhinav Mital - Managing Director, Parthenon-EY

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


  • LP Comments Steve Cowan - Managing Director & Co-Founder, 57 Stars
  • Iesan Tsai - Head of Asia, Hermes GPE
  • Pitches David Lee - Partner, China Everbright ReinFore Asset Management
  • Sabita Prakash - Head of Investor Relations and Business Development, 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?

  • Moderator Nikunj Jinsi - Global Head, Venture Capital, IFC
  • Panellists Jenny Zeng - Founder and Managing Partner , MSA
  • Jenny Lee - Managing Partner, GGV Capital
  • Kai-Fu Lee - Chairman & CEO , Sinovation Ventures
  • Duane Kuang - Founding Managing Partner, Qiming Venture Partners

13:00 14:10 (70 mins)

Main agenda

Lunch

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?

  • Moderator Cornelius Thor - Director, Corporate Equity & Funds Asia, DEG
  • Panellists Donald Yang - Managing Partner & CEO, Abax Capital
  • Barry Lau - CIO, Adamas Asset Management
  • Sabita Prakash - Head of Investor Relations and Business Development, ADM Capital

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?

  • Moderator Ching Tan - Partner, CDBI Capital
  • Panellists Steven Wang - Managing & Founding Partner, Highlight Capital
  • Judith Li - Partner, Lilly Asia Ventures
  • Wang Shunlong - Founding Partner and Chairman, 3H Health Investment Management (HK) Ltd

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?

  • Moderator Joe Zhou - Founding Managing Partner, Keytone Ventures
  • Panellists Chuan Thor - General Partner, AlphaX Partners
  • Ron Cao - Founder and Managing Director, Sky9 Capital
  • Benjamin Lee - Managing Director, ICBCI RT Capital

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?

  • Discussion Leaders Vishnu Amble - Advisory Board Member, EcoMachines Ventures
  • Qi Lu - Strategy & Research Partner, Tsing Capital

14:50 15:20 (30 mins)

Stream B: Engaged conversations

Currency flows

Update on the QFII programme and the viability of outbound capital flows

  • Discussion Leader William Kwok - Founder, ChinaQFII.com & Chairman, Will Foundation

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?

  • Discussion Leaders Vishnu Amble - Advisory Board Member, EcoMachines Ventures
  • Barry Lau - CIO, Adamas Asset Management

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?

  • Moderator Min Lin - Partner, NewQuest Capital Partners
  • Panellists Jacob Chiu - MD & Head of Asian Private Equity, HQ Capital
  • Nicole Su - Executive Director, Ping An Capital
  • Aquila Chu - Vice President, AlpInvest Partners

16:50 19:00 (130 mins)

Main agenda

The SuperReturn China 2016 drinks reception