Date: 14 - 15 Mar 2018
Join 390 fund managers, institutional investors, corporate executives, regulators and other professionals for two days of thought-provoking debates, in-depth discussion on market trends, and networking that will provide the attendees with the knowledge and contacts to take on the most attractive China-related opportunities in 2018 and beyond.
Top reasons to attend:
14th March, 2018 - Day 1
08:15 Registration and refreshments
08:50 Welcome address
09:00 Keynote address
09:30 Keynote panel: Private equity’s role in the Belt and Road initiative
The Chinese government’s Belt and Road Initiative (BRI) continues to gain momentum with investments into the economies along the “Belt” and the “Road” surging in the last two years. While the focus currently on the infrastructure and related projects, new investors are looking towards emerging opportunities in various sectors that will enhance transnational connectivity and resolve long term development needs for the BRI countries. The investment potential is enormous but complex. Our panel of senior policy makers and investment professionals highlight the opportunities that will emerge in the next five years.
10:30 Networking break
11:00 The private markets outlook for 2018
Institutional investors are confident that alternative assets, especially private equity, will continue to deliver superior returns, and are making larger allocations. Global and pan-Asian managers are raising correspondingly bigger funds for various strategies, sectors, and regions, in record time. Despite the bullishness, investors still worry about deal flow, valuations, and future prospects. Our panel examines the current state of the market and discusses what industry leaders are doing to achieve Alpha.
12:00 The evolution of the China deal opportunity
Chinese private equity continues to evolve, from its original focus on growth capital, into more diverse approaches, including privatisations, succession planning situations, and corporate carve-outs. However, new opportunities present new challenges and GPs must adjust their strategies to succeed. Our panel analyse developments and discuss how to access emerging opportunities.
12:45 Networking lunch
13:45 Value creation: Go beyond the basics
If GPs are going to deliver Alpha in 2018 and beyond, they have to understand changing business models and consumer behaviour, and the impact of disruptive technologies. GPs need to retool their value creation capabilities, and while the basic ingredients for success remain the same, only those who can transform portfolio companies profitably will outperform. Our panel of international and local experts ask:
14:30 The rise of distress investing in China
The Government’s stringent control on NPLs, alongside the growing bubble of corporate debt, continues to drive distress and restructuring opportunities in China. While the industry has been previously dominated by a handful of local GPs and AMCs, foreign distressed investors and specialists arms of private equity firms are increasingly important competitors. How will China's distress landscape evolve over the next five years? Our panel of professionals discuss:
15:15 Networking break
15:45 Chinese venture capital: The way to the world’s largest market
Chinese venture capital is booming again. The proliferation of state-backed funds, the emergence of spinouts from global and domestic brand names, the wave of opportunities in areas such as AI, robotics, and big data, as well as revived exit routes via M&A and IPO at home and abroad, all support Chinese venture capital’s next phase of growth. However, obstacles along the way include sustainability of capital, availability of attractive deals, and intense competition. Our panellists discuss:
16:30 Chinese technology: Going global
China has emerged as a leader in global technology, with its proliferation of creative business models and products that have triumphed domestically. Chinese tech investors are eager to take these innovations overseas, especially to Southeast Asia and India, and other high-growth markets with rising tech-savvy middle classes. But execution challenges range from identifying the right partner to perfecting a product that works across borders. Our panel of experienced deal-makers analyse the trends, and share their experiences and tips for success.
17:30 Networking cocktails
15th March, 2018 - Day 2
08:30 Registration and refreshments
09:00 Economist briefing
09:30 Delivering liquidity solutions
Chinese private equity hit its first fundraising peak 10 years ago. Plenty of funds are coming to the end of their lives but have yet to make substantial realisations – thanks to bumpy IPO markets and the recent underperforming trade sale market. As GPs struggle to form exit plans for this substantial capital overhang, there are ample opportunities for restructuring. Our panel analyses the state of the market and creatively identifies possible options for liquidity.
10:30 Networking break
11:00 China outbound M&A: A better direction
The China outbound M&A market is set for its next growth surge. The Government’s strong pledge on the One Belt, One Road initiative, support for investments promoting local economic growth, and the streamlined approval process, have prepared the ground for investors. But smart strategies, covering everything from sourcing and attracting the right targets, to successfully harvesting mutual synergies while navigating cultural differences, are key to ride this growth. Our panel of professionals discuss:
12:00 Limited partners’ views on China and beyond
Alternative assets offer myriad strategies, fund types, specialties, and terms. Do you commit big to a handful of mega funds, or seek out niche countries with only managers that have deep-rooted connections and expertise? Or do you try a combination of both, and if so, which geographies do you choose, what role can China play, and how can you get the balance right? A panel of leading LPs discuss.
13:00 Networking lunch and end of conference
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