Agenda

PE Insights South-East Asia 2023

The plan for the day

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08:00 – 08:55

Registration, Breakfast & Networking

Enjoy the delicious InterContinental breakfast while preparing for a day with networking and tangible insights by some of most influential leaders in Europe

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08:55 – 09:00

Official Welcome

Welcome to Private Equity Insights South-East Asia 2021, Europe’s Leading Private Equity Conference

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09:00 – 09:30

Hindsight is 20/20: What the Winners in Private Equity Are Now Doing Differently

KEYNOTE – Stage A

After years of growing transaction volumes, valuations and fundraising, 2020 was a turbulent year for PE firms and their portfolio companies in SEA. With the opening keynote, we’ll hear from a leading figure in the industry about what actually happened, and what will now make or break winners in Private Equity because of it.

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09:30 – 10:10

Success in 2021: The Key Market Trends and Developments to Follow

PANEL – Stage A

Everyone ponders the impact of the world’s greatest economic crisis since the Great Depression. Despite unprecedented times and irregular markets, though, one cannot go without predictions. Addressing private capital data trends, geopolitical developments and macroeconomic factors, how does the remaining 2021 look for Private Equity investors, LPs and CXOs?

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10:10 – 10:40

Inside the Mind of the CEO: Top Lessons for PE Leaders and Portfolio Company CEOs

FIRESIDE – Stage A

Now is a defining moment for CEOs, and not only those in private equity. Successful CEOs have reflected on what beliefs to reset and which new paths to follow, so they can revitalise, go bigger and go faster. We are now left with two questions. In today’s time, what make or break great CEOs, and what does it take to build on these unique, complex learnings?

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10:40 – 11:10

Break & Networking

Networking Break

Network with over 500 General Partners, Limited Partners, Executives and Thought Leaders.

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11:10 – 11:50

LPs: Here's What We're Looking For

PANEL – Stage A

With government agencies and multilateral organisations being the biggest source of funding in SEA for the past 10 years, who are the biggest players going forward, and what are they thinking? Further, how has the impacting factors of Covid-19 affected the interests of LPs? A lot has changed for investors, in and outside SEA, and the landscape is still shifting.

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11:10 – 11:50

How to Add Value Through Deal Structuring

PANEL – Stage B

With volatile markets and changing markets, deal structuring remains a key strength to execute private equity transactions through every stage of the deal process. It’s important to be able to execute transactions quickly and efficiently, but excellent deal structuring is difficult to achieve due to the many both financial and non financial instruments. Let’s demystify.

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11:10 – 11:50

De-Stressing M&A: How to Profit From Distressed PE in 2021

PANEL – Stage C

With the pandemic, many foresaw a rise in distressed M&A opportunities. Logically, distressed M&A transactions should rise as corporations struggle under historic levels of debt, but who is poised to take advantage of a boom in distressed M&A, what are the new realities of distressed M&A and how will these transactions proceed?

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11:50 – 12:10

Best-Practice Tax Planning and Operations

KEYNOTE – Stage A

Tax planning for PE funds and portfolio companies changed during the pandemic, making it increasingly difficult to navigate both operations and the tax implications of responding to the disruption. This keynote  will guide CXOs, tax directors, controllers, and investment professionals at PE funds and PE backed portfolio companies in the right direction.

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11:50 – 12:10

How to Exploit the Awakened Opportunities in Secondaries

FIRESIDE – Stage B

Following the global financial crisis (GFC), we saw a rise in portfolio secondary sales as investors, such as pension schemes, sold down their private fund holdings. Still, Covid-19 presents a potentially different situation than the GFC. How does the secondaries market look today, and how do you grasp a secondary market on an upward trajectory?

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11:50 – 12:10

Resilience in Turbulent Times: A Deep Dive Into the ICT Sector

KEYNOTE – Stage C

With close to half of all investment in CEE flowing into information and communication technology, it’s time to do a deep dive. CEE has produced some significant tech leaders in recent years, but why is the sector still increasingly poplar? Even though it’s the biggest, both in terms of total amount and number of companies, is it still the best go to? We’ll hear our experts.

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12:10 – 12:50

Industry Outlook: Where Should You Invest?

PANEL – Stage A

As investors are looking for sectors and industries that hold strong returns and shelter against recession, the question is, where do you look? Returns during the global financial crisis of 2008 were all over the map, so in 2021, should you look to online retail, or are there golden opportunities in other industries? Let’s hear from top GPs and industry gurus where to look.

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12:10 – 12:50

How Covid-19 Has Put ESG in a Whole New Light

PANEL – Stage B

Environmental, social and governance (ESG) funds performed better than many peers at the start of the pandemic, and some indicators suggest ESG investing is going mainstream. Why is responsible investing here to stay, what does it mean to ESG companies in CEE, should LPs make it a priority and are funds increasingly linking debt to ESG?

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12:10 – 12:50

Finding the Keys to Board Excellence

PANEL – Stage C

There is a beauty to the private equity board. It shows that value creation can come from something as simple as better management. Now, PE firms can drive boardroom reforms at their portfolio companies by combining ownership muscle with acquired savvy on best practices, but what are the key areas that enhance a board’s performance?

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12:50 – 14:20

Lunch & Networking

Networking & Lunch Break

Network with over 500 General Partners, Limited Partners, Executives and Thought Leaders whilst enjoying lunch.

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14:20 – 15:00

How to Build Synergetic LP/GP Relationships

PANEL – Stage A

Few times over the course of the past decade have we seen such rapid changes unfold in the ways LPs and GPs interact. Has a new normal been established? Are we thinking in new ways about information sharing and transparency? This panel will unravel what’s on the mind of top investment professionals, and how they see dynamic duos in the future.

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14:20 – 15:00

Nothing Ventured, Nothing Gained: Generating Huge Returns in Growth Equity

PANEL – Stage B

Growth Equity funds account for a significant share of PE Fund investments in Central and Eastern Europe, matching the buyout segment in transaction volumes. From 2007 to 2008, capital raised by growth equity funds rose, while capital raised by buyout funds over the same period fell. Now, in the wake of Covid-19, are we seeing similar trends – and opportunities?

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14:20 – 15:00

How to Execute a Perfect Rollup Strategy

PANEL – Stage C

By deriving cost-savings and other economies of scale, the roll-up is an intriguing go-to for quick growth and profitability. This panel will warn you that the execution is challenging and will often compromise expected returns because of fragmented industries and scattered synergies. There’s nothing that can’t be solved, though, and they’ll let you in on some execution secrets.

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15:00 – 15:20

Finding and Developing the Right Leadership Team

FIRESIDE – Stage A

Private Equity continues to grow, and so firms are competing more than ever to find the right people for senior management positions post-acquisition. It’s a balance between bulk and individual recruitment strategies, and even when you finally do these employees, and give them growth opportunities, how do you ensure they develop into being superstars?

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15:00 – 15:20

Operational Excellence: Why It's A Key Lever for Value Creation

KEYNOTE – Stage B

The past year has disrupted the effectiveness of existing business processes and how boards and business leaders think of operations efficiency. This has left companies and operating partners looking to adapt their value creation plans. With operational expertise and broad acumen as general managers, is Operational Excellence a low-hanging fruit?

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15:00 – 15:20

How to Implement Sales Efficiency for Company Growth

KEYNOTE – Stage C

Sales efficiency is the metric everyone knows is important, but few in PE talk about. It’s complex, but if you manage to get both processes, methodologies and overall strategy right, it’s an unmatched sales accelerator and value creator. This panel will address the activity benchmarks used by companies to drive higher sales efficiency – and how you take it to the next level.

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15:20 – 16:00

The When's and How's of Exiting in 2021 and the Future

PANEL – Stage A

With or without additional time and preparation, PE managers still face an unprecedented economic and financial landscape. Because the environment is so different, PE firms need to re-examine the full range of assumptions around their exit-ready companies. So, how should they tailor their exit strategies, and when is the right time to do it?

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15:20 – 16:00

Hold On, SPACs Are Coming

PANEL – Stage B

Special purpose acquisition companies (SPACs) saw a tremendous increase in global popularity in 2020. While IPO and secondary offering activity is recovering, the uncertainty created by Covid-19 could elevate the advantages of SPACs to companies considering accessing the public markets. Are SPACs here to stay? Likely. Will we see them in CEE? Let’s discuss.

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15:20 – 16:00

What Are the Drivers for Growth in the SEA Mid Market?

PANEL – Stage C

2020 was a challenging year for the mid-market space, not only in SEA but Europe. Deal flow fell significantly, as mid-market funds guided portfolio companies to safety through active portfolio management. In the face of unprecedented times, though, the mid-market proved resilient. Now, what does this mean for mid-market opportunities in 2021 and the future?

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16:00 – 16:20

Break & Networking

Networking Break

Network with over 500 General Partners, Limited Partners, Executives and Thought Leaders.

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16:20 – 17:00

Private Equity: The Return of the Mega-Deal

PANEL – Stage A

For the biggest pools, a small deal, even if it goes really well, is just not going to move the needle. Now, Private Equity titans are turning to Europe for mega-deals, so what does that mean for SEA? From the biggest players in the region, let this be a talk about the mega-deals that will be putting SEA on the map.

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17:00 – 17:30

Principles To Building A Famous Brand – Starting Tomorrow

KEYNOTE – Stage A

Whether you’re a leading PE-firm with >$100 billion or a young family office with a more modest AUM, you need to be building the stronger brand. It’s not about a shiny logo, it’s about brands that focus on being strategically and creatively positioned to dominate in their space. So, how do you get it? Let’s hear from someone we all know.

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17:30

Post Conference Drinks & Networking

Final Networking Break

Finish the day with luxurious drinks whilst networking with over 500 General Partners, Limited Partners, Executives and Thought Leaders. 

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