The COVID-19 crisis is far from over, as the US and Europe buckle down for the winter with rising case numbers that threaten to overwhelm the health infrastructure.
In Asia, however, there is cautious optimism as economies reopen. And, private equity and venture capital investors are primed for opportunities in the still-growing markets of Greater China, as well as in the dynamic region of Southeast Asia.
Indeed, our research report in August noted that Southeast Asia-focused funds have raised some $3.5 billion in the period between January 2018 and June 2020.
US tech giants have also jumped into the fray, making a number of strategic investments in Indonesia’s unicorns. Where and what do PE and VC investors have their eyes on? And what is it going to take to win the battle for Southeast Asia’s $100 billion-internet economy?
Join us in seven leading keynote conversations with the region’s top investors at DealStreetAsia’s Asia PE-VC Summit 2020 on November 24-25.
The Battle for Southeast Asia
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. Jeffrey Perlman, managing director and head of Southeast Asia at private equity firm Warburg Pincus, will delve into what’s driving interest in the region, and where the opportunities still are.
The outlook for 2021 and beyond for Private Equity Real Estate
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, one of the founders of Hong Kong-based real estate investor 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.
SPACs & building global consumer brands – The Asia opportunity
Ravi Thakran, CEO of new SPAC Aspirational Consumer Lifestyle Corp, will speak about the investment approach of his new vehicle, and what it takes to build global consumer brands in Asia. 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. 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.
The Evolving Deep-tech Investment Landscape in Southeast Asia
Paul Santos, managing partner of VC Wavemaker Partners, which focuses on early-stage enterprise and deep tech startups, will look at how the deep tech ecosystem in Southeast Asia is evolving, and what it will take to mature. The deep tech ecosystem in SE Asia is still at a nascent stage fraught with challenges ranging from funding to commericialisation 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.
New digital scripts India will play to in 2021 and beyond
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? In a fireside chat session, we will explore India’s evolving digital landscape with Haresh Chawla, Partner, True North (formerly India Value Fund).
Is the growth spurt in fintech and digital health sectors here to stay
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. Join the session with Jonathan Larsen, Chief Innovation Officer, Ping An Insurance Group & CEO, Global Voyager Fund CEO to know more.
An approach to investing in Asia across private equity, real estate and debt strategies
In this fireside chat, we will learn about how PAG straddles the multi-strategy platform approach from Group chairman and CEO Weijian Shan. PAG manages over $40 billion across private equity, real estate, private debt, and hedge fund strategies.
To join the Asia PE-VC Summit 2020, register here.