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Agenda
Private equity outlook for 2021 and beyond, LP and GP narratives, fund allocations, fireside chats with investors & entrepreneurs and top sectoral bets
Registration & Networking
Welcome Note
Welcome note by Joji Thomas Philip, Editor-in-Chief and Founder, DealStreetAsia
The kick-off session will set the agenda for the entire private equity track proceedings with DealStreetAsia’s R&A team presenting key data slices capturing the top trends related to the asset class in the region.
Session I | Parallel Tracks
⇢ Stage 1
with Jeffrey Perlman, Managing Director, Head of Southeast Asia, Warburg Pincus
In conversation with: Joji Thomas Philip, Editor-in-Chief & Founder, DealStreetAsia
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⇢ Stage 2
〉9.45 am to 10:15 am
with Kenneth Gaw, President, Managing Principal, Member of Investment Committee and Founder, Gaw Capital
In conversation with: Michelle Teo, Managing Editor, DealStreetAsia
The real estate sector is in for a re-alignment with tepid appetite and valuations in hospitality, living and working spaces while other sub-segments such as logistics and data centres are looking up. Kenneth Gaw of Gaw Capital will talk about the growing attractiveness of data centre assets, deployment strategies in Asian markets as well as the overall outlook for PE in real estate. Gaw Capital’s portfolio spans across residential development, commercial offices, retail malls, serviced apartments, hotels and logistics,
〉10.15 am to 10:40 am – Networking Break
Session II | Parallel Tracks
COVID-19 has altered the world in ways nobody imagined or predicted before. Add to this the global economic slowdown, as the pandemic aftermath, the hostile US-China trade ties, supply chain disruptions, job losses and business shutdowns. How will the alternative asset class reimagine and reset its course and strategies? Will return profiles in Asia be skewed toward a couple of sectors?
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⇢ Stage 2
〉10:40 am to 11:20 am
The opportunity in frontier markets
With several frontier markets opening up and seeing consumption-driven growth across a variety of sectors, is private equity prepared to take that leap forward to grab the opportunities in unchartered and often tough geographies. Which are the sectors and markets that are ripe for PE play in terms of deal flow, regulatory and exit environment and ease to do business?
Session III | Parallel Tracks
In the post-COVID world, how is the LP community viewing SE Asia. Would they continue to look at the region favourably or hark back to more tried-and-tested markets?
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⇢ Stage 2
We will explore themes like secondaries and co-investments coming to the fore in Asia. We will also look at hot geographies that LPs are favouring in the region. Apart from that, we will also delve into LP-GP dynamics and the willingness of LPs of back first-time fund managers in the post-COVID context.
〉12.00 pm to 1:00 pm – Networking Break
Session IV | Parallel Tracks
Fireside chat: The superapp strategy in post-pandemic world
with Ming Maa, President, Grab
In conversation with: Kristie Neo, Senior Writer, Venture Capital & Unicorns, DealStreetAsia
A super app or multi-service strategy appears to have stood companies such as Grab in good stead as an uptick in offerings such as food delivery and payments helped offset the decline in ride-hailing services. With some of the shifts in consumer behaviour caused by the pandemic likely to linger, how is Grab preparing for a post-COVID-19 world? Hear from Grab president Ming Maa himself.
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⇢ Stage 2
〉1:00 pm to 1:30 pm
Fireside chat: New digital scripts India will play to in 2021 and beyond
with Haresh Chawla, Partner, True North (formerly India Value fund)
In conversation with: Govindraj Ethiraj, Founder, BoomFactCheck ; Founder & Managing Trustee, IndiaSpend.org & Factchecker.in
Session V | Parallel Tracks
〉1:30 pm to 2:10 pm
with Vijay Shekhar Sharma, Founder, One97 & Paytm
In conversation with Stephanie Findlay, South Asia Correspondent, Financial Times
SoftBank and Alibaba-backed Paytm is aiming to be a full-stack Indian fintech play ready to disrupt an array of financial services, riding on its strong user base. With its sights trained on mutual funds, debt, equity funds, online stock brokerage, Paytm is expanding its financial services offerings. Where will the strategy take one of India’s most valuable unicorns?
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⇢ Stage 2
Session VI | Parallel Tracks
Vietnam stands out thanks to its strong macro fundamentals as also its fastest recovery from COVID-19 economic lockdowns, per DealStreetAsia’s investor sentiment survey. In this panel, we will explore the primary reasons why investors are flocking to this market and what will sustain their interest.
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In this panel, we will explore the various new opportunities that have evolved for private equity capital in Indonesia, the region’s largest consumer market
Session VII | Parallel Tracks
with Alfred Chuang, General Partner, Race Capital
In conversation with: Joji Thomas Philip, Founder & Editor-in-Chief, DealStreetAsia
Major behavioural, economic and market shifts world-over could also give rise to the most impactful and transformational technologies. The Silicon Valley early-stage VC is placing its bets on the future course of tech.
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with Jonathan Larsen, Chief Innovation Officer, Ping An Insurance Group & CEO, Global Voyager Fund
In conversation with Eudora Wang, Senior Reporter (HK), DealStreetAsia
The COVID crisis has dramatically pushed digital financial services and health-tech to the forefront, changing the way consumers access some of these essential services. We will learn more about the growth trends due to the shift in user behaviour as also about investment opportunities in the B2B space as these sectors prepare for tech disruption.
Session VIII | Parallel Tracks
In conversation with: Michelle Teo, Managing Editor, DealStreetAsia
Fireside chat: The art and science of fundraising and investing in a crisis and scoring exits in India
In conversation with: Paramita Chatterjee, Editor, DealStreetAsia
Amidst the world’s worst crisis that has thrown economies out of gear, India still stands out as an attractive destination given falling valuations and boom in pandemic-proof and digital-driven sectors. But will investors exercise caution or go ahead with their bets? We will hear from Kunal Shroff, Managing Partner, ChrysCapital, on how the PE firm is navigating through this period and also get a big-picture view of the Indian investment landscape. Early last year, ChrysCapital raised its eight fund with a corpus of about $850 million to invest in a gamut of sectors. The PE major has also been returning capital to LPs consistently and scoring exits in a market where liquidation events are still considered tough to achieve.
Session IX
In conversation with: Stefania Palma, Singapore Correspondent, Financial Times
Ravi Thakran, ex-chairman emeritus at L Catterton, has spent the last two decades in various roles at the LVMH luxury consumer goods conglomerate, investing in Asian consumer brands and entrepreneurs. In the closing keynote interview, Thakran will take us through the investment approach of his new SPAC that seeks to tap into trends of conscious consumption and connecting with consumers through the digital space.
with Joji Thomas Philip, Editor-in-Chief and Founder, DealStreetAsia
Registration & Networking
Welcome Note
Welcome note by Joji Thomas Philip, Editor-in-Chief and Founder, DealStreetAsia
Opening Session
The kick-off session will set the agenda for the entire private equity track proceedings with DealStreetAsia’s R&A team presenting key data slices capturing the top trends related to the asset class in the region.
Session I | Parallel Tracks
The Evolving Deep-tech Investment Landscape in Southeast Asia
with Paul Santos, Managing Partner, Wavemaker Partners
In Conversation with Kristie Neo, Senior writer, (VCs and Unicorns), DealStreetAsia (Moderator)
The deep tech ecosystem in SE Asia is still at a nascent stage fraught with challenges ranging from funding to commercialisation to talent availability, to name a few. In this session, we will look at how the region compares with more mature deep-tech ecosystems globally and what it would take to get there.
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Fireside chat with Sequoia Capital: Building Enduring Companies – Starting with a Viable Economic Engine
〉10.15 am to 11:00 am – Networking Break
Session II | Parallel Tracks
In this interesting investor-portfolio firm fireside chat pairing, we have Brian Gu of Xpeng Motors, which manufacturers what it calls “internet cars”, taking us through the firm’s exciting journey marked by the $1.5-billion US market IPO milestone this year. Joining the conversation, Jixun Foo, an early backer of Xpeng, will talk about the VC’s firm bet on digitisation and a rather busy IPO season.
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with Vijay Shekhar Sharma, Founder, One97 & Paytm
Joji Thomas Philip, Founder & Editor-in-Chief, DealStreetAsia (Moderator)
Session III | Parallel Tracks
Consumer-oriented sectors have had to digitalize their businesses to survive the onslaught of the pandemic. As economies rely on domestic consumption themes, will the sector continue to see buyers prioritising “need to have” over “good to have” products and services. In this panel, we will explore how the pandemic has altered consumption patterns and user behaviour.
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We will explore sectors that are expected to see traction in terms of consumer acceptance to business viability to venture dollars. For example, mock meat, biotech, electric vehicles, industrial IoT and so on.
Session IV | Parallel Tracks
Fireside chat: The road ahead for Gojek
VC fundraising trends in SE Asia: How to navigate the bumpy trail?
Southeast Asia-based venture capital firms are in the market to raise $4.97 billion, per our proprietary deal data. In this panel, we will look at the fundraising experiences and bottlenecks faced by fund managers to close their vehicles.
〉1.00 pm to 2:30 pm – Networking Break
Session V | Parallel Tracks
We will speak to startup leaders who have explored the M&A and IPO routes and capture their perspectives on the journey.
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Surviving the startup winter and turbulence brought over by the global coronavirus pandemic. Learn from ONE Champion and RedDoorz on how to pivot, cut costs, zero in on tough decisions, and tapping novel financing avenues to stay afloat.
Session VI | Parallel Tracks
With several funds looking at broadening their geographic investment scope, we will explore the risk-returns profile of conducting deals across diverse markets, managing differences in valuation, exit timelines and LP expectations.
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In this panel, we will feature Silicon Valley-based investors who will share their perspectives and views on the maturing tech startup environment in the region.
Session VII | Parallel Tracks
Global investors take on SEA
In this panel, we will examine if cross-border funds and corporate VCs are making a beeline for SE Asian startups. Will the region turn out to be a major beneficiary in the current global geopolitical context?
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Session VIII | Parallel Tracks
Indonesia’s consumer internet plays in payments, e-commerce, edtech and health-tech have seen a marked uptick in adoption with the pandemic altering user behaviour. In this panel, we will look at the road ahead for winners and challengers, outlook on consolidation and fundraising in these sectors.
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Vietnam, the first country in Southeast Asia to lift social and economic lockdowns, ranks the highest among markets that investors are optimistic about in 2020, per DealStreetAsia’s report. In this panel, we will dive into the macro factors and the fastest-growing sectors that are attracting investor interest.
with Joji Thomas Philip, Editor-in-Chief and Founder, DealStreetAsia
〉5.40 pm to 7:30 pm – Networking