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Key Sessions

H.K. Chang

Digital silk road

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
  • Moderator Fred Hu - Chairman, Primavera Capital Group
  • Panellists Paul Yang - Member and CEO of Greater China, KKR
  • Andy Lin - Founding Partner, Loyal Valley Capital

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?
  • Panellists Nancy Ku - Head of Asia Pacific, Private Equity Department, Abu Dhabi Investment Authority
  • 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 - 11:50 20 mins
Info
Main Conference Day 1
A perspective from an entrepreneur-turned private equity investor
  • Dave Chenn - CEO & Managing Partner, Oceanpine Capital

1. Current trends and developments of old economy versus new economy in China

2. Investment opportunities under the new economic dynamics in China

3. Strategies for investment firms to adapt to the new environment

11:50 - 12:20 30 mins
Info
Main Conference Day 1
China as an innovator
  • Jennifer Li - CEO and Managing Partner, Changcheng Investment Partners
  • Frank Su - Managing Director, Head of Private Equity Asia, CPPIB
  • Victor Ai - Managing Director, China Everbright Limited

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 - 12:50 30 mins
Info
Main Conference Day 1
Digital silk road
  • H.K. Chang - President-Emeritus, City University of Hong Kong

Keynote address: Belt and Road and AI 2025

12:50 - 13:10 20 mins
Main Conference Day 1
Special guest keynote address
13:10 - 14:15 65 mins
Networking Breaks
Lunch and networking break
14:15 - 14:20 5 mins
Stream A - Venture Capital
Afternoon Chair
  • Sally Shan - Managing Director , HarbourVest Partners (Asia)
14:15 - 14:20 5 mins
Stream B - Buyouts
Afternoon Chair
14:20 - 14:50 30 mins
Info
Stream A - Venture Capital
VC deal flow
  • Moderator Miles Cooke - Senior Investment Analyst, Crestone Capital Partners
  • Panellists 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?

14:20 - 14:50 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?

14:50 - 15:20 30 mins
Info
Stream A - Venture Capital
How are VCs scaling up to raise bigger funds?
  • Moderator Ben Choi - Managing Director, Legacy Venture
  • Panellists Alexa Zhang - Chief Investment Officer, Huiyang Capital Ltd.
  • Karen Zhang - Principal, Head of China Internet & Technology, General Atlantic
  • Herry Han - Partner, Lightspeed China Partners

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

14:50 - 15:20 30 mins
Info
Stream B - Buyouts
Successfully sourcing, structuring and executing buyout deals in China
  • Moderator Edwin Chan - Managing Director, Probitas Partners
  • Panellists Jim Tsao - Chairman and Head of Greater China, Permira
  • Haitao Li - Group Deputy VP, China Science & Merchants Capital Management Group
  • Pamela Fung - Executive Director, Morgan Stanley Alternative Investment 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?

15:20 - 15:50 30 mins
Networking Breaks
Afternoon coffee and networking break
15:50 - 16:30 40 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
  • Yan Guo - Executive Director, LGT Capital Partners
  • Maninder Saluja - Partner, Quilvest Group

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?

15:50 - 16:30 40 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
  • Joseph Chow - Partner & Managing Director, Centurium 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
Stream B - Buyouts
LPs’ views on conflict of interest
  • Discussion leaders Monica Liu - Senior Vice President, Bank of China Group Investment Limited
  • 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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