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

〉8:00 am to 9:00 am

 

Welcome Note

〉9:00 am to 9:15 am 

Welcome note by Joji Thomas Philip, Editor-in-Chief and Founder, DealStreetAsia 


 
〉9:15 am to 9:45 am 
DealStreetAsia Data Vantage: The Numbers Story
    • Andi Haswidi, Head – Asean Research, DealStreetAsia
    • Valerie Law, Team Lead – Research, DealStreetAsia
    • Deepshikha Monga, Editor, DealStreetAsia (Moderator)

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

〉9.45 am to 10:15 am
Opening keynote chat: The Battle for Southeast Asia

with Jeffrey Perlman, Managing Director, Head of Southeast Asia, Warburg Pincus
In conversation with: Joji Thomas Philip, Editor-in-Chief & Founder, DealStreetAsia

New battlefronts have emerged in Southeast Asia’s $100 billion internet economy as strategic and financial backers continue to make a beeline for the region. Investors and tech giants are jostling for a slice of the pie as the ongoing US-China tensions and a resilient digital economy make SE Asia particularly attractive. What’s it going to take to win in this region? And where are PE investors, who are armed with increasing capital, sensing the next opportunities? 
 


 Stage 2
〉9.45 am to 10:15 am

Opening keynote chat: The outlook for 2021 and beyond for Private Equity Real Estate

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

  ⇢ Stage 1
〉10:40 am to 11:20 am
How the macro context of private investment has shifted
    • Cyrus Driver, Managing Director, Private Equity Asia, Partners Group
    • Dr Thomas Lanyi, Managing Director, CDH Investment Advisory Private Limited
    • Rodney Muse, Co-Managing Partner, Navis Capital
    • Michelle Teo, Managing Editor, DealStreetAsia (Moderator)

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?


 Stage 2

〉10:40 am to 11:20 am
The opportunity in frontier markets

    • Thura Ko, Managing Director, YGA Capital Limited
    • Honorio Poblador IV, Managing Partner, Navegar Fund
    • David Ireland, Partner, Navis Capital Partners
    • Deepshikha Monga, Editor, DealStreetAsia (Moderator)

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

  ⇢ Stage 1
〉11:20 am to 12:00 pm
The LP Quarter: The case for South-East Asia
    • Iesan Tsai, Managing Director & Head of Private Investments, Kiri Capital
    • Alexandre Schmitz, Managing Partner, Head of Asia Pacific, Capstone Partners
    • Huai Fong Chew, Regional Lead, East Asia & the Pacific Funds, International Finance Corporation
    • Anupum Khaitan, Principal, Symphony Asia Holdings (Moderator)

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?


 Stage 2

 〉11:20 am to 12:00 pm
LP allocation to the Asia Pacific – What has changed
    • Jie Gong, Partner, Pantheon Ventures
    • Andy Wang, Partner, Primary Investments, Adams Street Partners
    • Joji Thomas Philip, Editor-in-Chief and Founder, DealStreetAsia (Moderator)

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

 ⇢ Stage 1
〉1:00 pm to 1:30 pm

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.


 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

India’s startup and investment landscape changed dramatically in 2020 due to COVID-19 and Reliance’s Jio juggernaut. When we can no longer use the past to predict the future for India’s unicorns and startups, how do investors view and prepare for the road ahead? Join us to find out.
 


Session V | Parallel Tracks

 ⇢ Stage 1

       〉1:30 pm to 2:10 pm

Fireside side: Can financial services help India’s largest payments company hit escape velocity

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?

 

 Stage 2

〉1:30 pm to 2:10 pm
Fireside chat: Navigating the crisis and fundraising during the pandemic
    • Joydeep Chakraborty, Chief Strategy Officer, Traveloka
    • Andree Susanto, Co-founder & CEO, Waresix
    • In conversation with: Shotaro Tani, Indonesia Correspondent, Nikkei Asia
We feature two startups that raised big-ticket funding during the throes of the global pandemic. Indonesian travel booking unicorn Traveloka secured $250 million in July and logistics startup Waresix snagged $100 million in September. While the funding may have provided a much-needed cushion, Traveloka and Waresix’s top executives will share their experience how they cruised through this period and their outlook on post-COVID recovery.
 


Session VI | Parallel Tracks
 

 Stage 1
〉2:10 pm to 2:50 pm
Vietnam: SE Asia’s most resilient and compelling story?
    • Andy Ho, Managing Director & Chief Investment Officer, VinaCapital
    • Chris Freund, Partner, Mekong Capital
    • Niraan De Silva, Managing Director & Executive Board Member, VN LIFE & VN PAY
    • Ngoc Nguyen, Senior Writer (PE &VC), DealStreetAsia (Moderator)

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.

 Stage 2
〉2:10 pm to 2:50 pm
Indonesia: Will PE chase pandemic-proof bets in SE Asia’s largest market?
    • Stefanus Hadiwidjaja, Managing Director, Creador
    • Sunata Tjiterosampurno, Co-Chief Investment Officer & Member of the Investment Committee, Northstar Group
    • Rachmat Kaimuddin, CEO, Bukalapak
    • Andi Haswidi, Head, Asean Research, DealStreetAsia (Moderator)

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

 Stage 1
〉2:50 pm to 3:20 pm
Fireside chat: How COVID-19 crisis would alter the course of future of tech 

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.

 Stage 2
〉2:50 pm to 3:20 pm
Fireside chat: Is the growth spurt in fintech and digital health sectors here to stay

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.


 
〉3:20 pm to 4:10 pm – Networking Break


Session VIII | Parallel Tracks

 〉4:10 pm to 4.40 pm
Fireside chat: The private equity approach to investing in Asia
    • with Weijian Shan, Group Chairman and Chief Executive Officer, PAG

In conversation with: Michelle Teo, Managing Editor, DealStreetAsia

Shan and his team at private equity major PAG have been bullish dealmakers this year amid an unprecedented global crisis. In this fireside chat, he will talk about what his decades of investment experience in Asia have taught him and what the outlook for PE investing in Asia looks like amid ongoing geopolitical tensions and the rise of the Chinese consumer.
 
 
_______
 
 〉4:10 pm to 4.40 pm

Fireside chat: The art and science of fundraising and investing in a crisis and scoring exits in India

    • with Kunal Shroff, Managing Partner, ChrysCapital

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

 〉4:40 pm to 5.20 pm
Closing Keynote Interview: SPACs & building global consumer brands – The Asia opportunity
    • with Ravi Thakran, CEO of Aspirational Consumer Lifestyle Corp; former managing partner and chairman L Catterton Asia; former Group President, South and Southeast Asia and Australia /New Zealand, LVMH

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.


 
 〉5.20 pm to 5.25 pm
Closing Address

with Joji Thomas Philip, Editor-in-Chief and Founder, DealStreetAsia


 
〉5.20 pm to 7:30 pm – Networking
 
 

 



 

Registration & Networking

〉8:00 am to 9:00 am

 

Welcome Note

〉9:00 am to 9:15 am 

Welcome note by Joji Thomas Philip, Editor-in-Chief and Founder, DealStreetAsia



Opening Session

〉9:15 am to 9:45 am 
DealStreetAsia Data Vantage: The VC-side story in numbers
    • Andi Haswidi, Head – Asean Research, DealStreetAsia
    • Valerie Law, Team Lead – Research, DealStreetAsia
    • Deepshikha Monga, Editor, DealStreetAsia (Moderator)

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
〉9:45 am to 10:15 am 
Keynote Presentation:

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.

 Stage 2
〉9:45 am to 10:15 am 

Fireside chat with Sequoia Capital: Building Enduring Companies – Starting with a Viable Economic Engine

    • Abheek Anand, Managing Director, Sequoia Capital
    • Rajan Anandan, Managing Director, Surge and Sequoia Capital India LLP
    • Deepshikha Monga, Editor, DealStreetAsia (Moderator)
Sequoia’s Abheek Anand had, in one of our webinars, likened entrepreneurship to running an “ultramarathon” which requires founders to stay in top form for at least 10 years in a row, something, not even the world’s top sports teams are able to accomplish. How do founders then focus on building lasting and sustainable businesses? COVID-19, which has exposed the vulnerabilities in many businesses built on acquiring users at any cost, may actually be a harbinger of change in terms of how future startups will be built and funded. Could it mean that 2020 spells the end of vanity metrics and the cash-burn era? We will hear from the Sequoia duo on what is the secret sauce to staying for the long haul.
 

 
〉10.15 am to 11:00 am – Networking Break


 

Session II | Parallel Tracks

 Stage 1
〉11.00 am to 11:40 am
Fireside chat: Markets are back to rewarding digitisation, innovation and disruption
with Jixun Foo, Managing Partner, GGV Capital
and Brian Gu, Vice Chairman and President, Xpeng Motors
In conversation with: Mercedes Ruehl, Asia Tech Reporter, Financial Times
 

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.

_____________

 Stage 2
〉11.00 am to 11:40 am
AMA: Ask me anything!

with Vijay Shekhar Sharma, Founder, One97 & Paytm
Joji Thomas Philip, Founder & Editor-in-Chief, DealStreetAsia (Moderator)

After his fireside chat on November 24, which led to our audience having loads of questions, Vijay Shekhar Sharma, founder of Paytm, is back today to answer queries. He will take our audience’s most burning questions on building one of India’s most valuable unicorn, developing a full-stack fintech play, taking on big tech giants, whether he is influenced by Alibaba/Ant Financial, and much more. Paytm, valued at $16 billion counts marquee names such as Ant Financial, SoftBank and Warren Buffett-led Berkshire Hathway, T Rowe Price among its investor roster.
 
 


Session III | Parallel Tracks

 Stage 1
〉11.40 am to 12:20 pm
The road ahead for consumer-focused investors in India and SEA
    • Nicholas Cator, Managing Partner, Venturi Partners
    • Deepak Shahdadpuri, Managing Director, DSG Consumer Partners
    • VT Bharadwaj, General Partner, A91 Partners
    • Paramita Chatterjee, Editor, DealStreetAsia (Moderator)

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.

 Stage 2
〉11.40 am to 12:20 pm
Sunrise sectors in SE Asia
    • Dr. Sandhya Sriram, CEO & Co-founder, Shiok Meats
    • Kuldeep Singh Rajput, CEO, Biofourmis
    • Michelle Teo, Managing Editor, DealStreetAsia (Moderator)

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

 Stage 1
〉12.20 pm to 1:00 pm

Fireside chat: The road ahead for Gojek

    • Catherine Hindra Sutjahyo, Chief Food Officer, Gojek
    • Raditya Wibowo, Group Head of Transport, Gojek
    • In conversation with: Ardi Wirdana, Indonesia Correspondent, DealStreetAsia (Moderator)
This is a landmark year for Gojek, which has been in operations for a decade now. Its core ride-hailing business was hit hard by pandemic-related lockdowns while food delivery, health tech, and payment services gained traction during the last few months. And, the super app was also pushed to take tough decisions such as closing some of its services in response to the impact of the pandemic. Gojek recently announced that it has seen stable topline growth despite the COVID-19 crisis, clocking a 10% year-on-year increase in gross transaction value to $12 billion this year. Gojek’s Chief Food Officer Catherine Sutjahyo and Group Head of Transport Raditya Wibowo will share more on what the near-term and long-term goals looks like.
 
____________
 
 Stage 2
〉12.20 pm to 1:00 pm

VC fundraising trends in SE Asia: How to navigate the bumpy trail?

    • Dave Ng, General Partner, Altara Ventures
    • Pandu Sjahrir, Co-managing Partner, Indies Capital 
    • Roderick Purwana, Managing Partner, SMDV
    • Shotaro Tani, Indonesia Correspondent, Nikkei Asia (Moderator)

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

 Stage 1
〉2.30 pm to 3:10 pm
Scaling through M&A and seeking IPO: Lessons and Takeaways
    • Joseph Phua, non-executive chairman, M17 Entertainment (co-founder & former group CEO, M17)
    • Joe Dische. Chief Financial Officer, PropertyGuru Group
    • Kristie Neo, Senior writer, (VCs and Unicorns), DealStreetAsia (Moderator)

We will speak to startup leaders who have explored the M&A and IPO routes and capture their perspectives on the journey.

 Stage 2
〉2.30 pm to 3:10 pm
Startup resilience: Stories of survival and grit
    • Teh Hua Fung, Group President, ONE Championship
    • Amit Saberwal, Founder & CEO, RedDoorz
    • Sharmilpal Kaur, Senior Researcher, DealStreetAsia (Moderator)

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

 Stage 1
〉3.10 pm to 3:50 pm
India-SE Asia: Cross-border venture investing on the rise?
    • Akshay Bhushan, Partner, Lightspeed (India and SEA)
    • David Gowdey, Managing Partner, Jungle Ventures
    • Kee Lock Chua, CEO, Vertex Holdings
    • Joji Thomas Philip, Editor-in-Chief and Founder, DealStreetAsia (Moderator)

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.

 Stage 2
〉3.10 pm to 3:50 pm
Valley side view of Asia’s technology ecosystem
    • Larry Li, Managing Partner, AMINO Capital
    • SC Moatti, Founder, Mighty Capital & Products That Count
    • Arjun Sethi, Co-Founder & Partner, Tribe Capital 
    • Vedica Kant, Consultant, Boston Consultancy Group’s Private Equity & Principal Investors practice | San Francisco (moderator)

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.


 
     〉3.50 pm to 4:20 pm – Networking Break


Session VII | Parallel Tracks

 Stage 1
〉4.20 pm to 5:00 pm

Global investors take on SEA

    • Donald Lacey, COO & Managing Director, Ping An Global Voyager Fund
    • Wallace Guo, Managing Partner, Taihecap
    • Soo Boon Koh, Founding Managing Partner, iGlobe Partners
    • Rebekah Woo, Managing Director, Fosun (Moderator)

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?

      ⇢ Stage 2
     〉4.20 pm to 5:00 pm
Should India regulate big tech to grow its local startup/tech ecosystem?
    • Anand Lunia, Founding Partner, India Quotient
    • Rajesh Sawhney, Founder & CEO, GSF Accelerator
    • Pankaj Mishra, Journalist and Co-Founder, FactorDaily (Moderator)
As policymakers in India get concerned about unfair market competition, the spread of misinformation, and digital colonialism, big tech players such as Google, Facebook, and Amazon face a tech-lash within the country. How will both startups and big tech companies co-exist in the country? What is the road ahead for them in 2021?
 
 


Session VIII | Parallel Tracks

 Stage 1
〉5.00 pm to 5:40 pm
Closing Panel – Indonesia: Does big market translate to big advantage?
    • Yinglan Tan, Founding Managing Partner & CEO, Insignia Venture Partners
    • Jason Thompson, CEO, Ovo
    • Akshay Garg, Co-Founder & CEO, FinAccel
    • Ardi Wirdana, Correspondent (Indonesia), DealStreetAsia (Moderator)

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.

 Stage 2
〉5.00 pm to 5:40 pm
Closing Panel – Vietnam: What makes it tick?
    • Vy Hoang Uyen Le, Founder, Do Ventures
    • Bert Kwan, Managing Partner, BDA Capital Partners
    • Hang Do, COO, Scommerce 
    • Ngoc Nguyen, Senior Writer (PE &VC), DealStreetAsia (Moderator)

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. 


 〉5.40 pm to 5.45 pm
Closing Address

with Joji Thomas Philip, Editor-in-Chief and Founder, DealStreetAsia



〉5.40 pm to 7:30 pm – Networking