08.50 Opening Remarks From The Chair

Marvin Yeo
Managing Partner and Co-Founder
FRONTIER INVESTMENT AND DEVELOPMENT PARTNERS

09.00  

Indonesia, Southeast Asia’s largest economy, is increasingly becoming an appealing investment destination for private equity firms with compelling investment opportunities in sectors such as energy, financial services and telecommunications. In this session, experienced investors will discuss:

• Indonesia’s macroeconomic stability - updates on Indonesia’s investment climate and competitiveness
• Strategies to leverage Indonesia’s GDP per capita which is set to reach USD $5000 in the next five years
• Benefiting from investments in promising companies
• Examining private equity’s role in building public service infrastructure and primary industries
• Reviewing the latest regulation of investments
• Analyzing recent private equity transactions
• Sector analysis - which sectors offer the greatest potential for growth

Moderator:

Daniel Budiman
Founding Partner
MAHANUSA CAPITAL

Panelists:

09.45 Exploring Indonesia’s Energy And Infrastructure Sector Private Equity Investment Opportunities And Potential

• The presence of rich energy and mining resources - examining the investment prospects displayed
• Exploiting Indonesia’s ambitious plans to increase infrastructure spending
• Defining the benefits and drawbacks in investing in the energy and infrastructure sectors in Indonesia
• Identifying new projects in 2010-2011 and how investors can capitalize on these opportunities

Sandiaga S Uno
Founding Partner
SARATOGA CAPITAL

10.20 Is Private Equity The Best Owner Of All Assets?

• Examining the concept of best ownership
• Understanding Aureos’s experience in investing in small-mid market businesses in Southeast Asia
• Evaluating tools for segmentation, strategic option selection and business model development

Hanjaya Limanto
Managing Partner
AUREOS CAPITAL

11.30  

Vietnam remains an attractive destination for private equity investors, even in the current “challenging” global economic environment. Grant Thornton’s Private Equity- Vietnam Investment Environment and Outlook Survey conducted this year indicated that 67 percent of the respondents said they considered Vietnam a more attractive investment destination than any other country. In this session, experienced investors will discuss:

• How attractive are the following industries?

  Retail Healthcare & Biotechnology Oil & Gas Agriculture Real Estate

  Transport Financial Services Manufacturing Healthcare & Tourism

• Examining key factors in investing in Vietnam
• Overcoming investment obstacles in Vietnam
• Highlighting factors to measure investment success in Vietnam and exit strategies

Moderator:

Chris Freund
Founder and Managing, Partner
MEKONG CAPITAL

Panelists:

12.15 Evaluating Strategies That Fund Managers Can Adopt To Raise Capital Through Both Domestic And Offshore Investors In Vietnam

• Recognizing the needs and exceeding the expectations of investors in Vietnam
• Pinpointing the key factors of success when marketing to domestic investors
• Navigating through languages, cultures and appetite for risk when distributing innovative products
• Successfully distributing funds within Vietnam
• Assessing the opportunities for fund distributors and the role they play within Vietnam

Chris Freund
Founder and Managing Partner
MEKONG CAPITAL

12.50 Analyzing Singapore’s Private Equity Investment Opportunities

The Singapore private equity sector is picking up. More deals are being sewn up and negotiations are being taken to later stages as confidence surges amid the feeling that the worst of financial crisis is over. In this session, Jean-Noel Odier will:

• Provide a sector analysis of lucrative private equity opportunities in Singapore
• Explore investment opportunities in the healthcare and pharmaceutical sector
• Determine the appropriate weighting in your portfolio between Singapore and the rest of Southeast Asia
• Recap the development of the Singapore private equity industry - where are we now and what needs to be done moving forward?

Jean-Noel Odier
Managing Director
PCG ASSET MANAGEMENT

14.25  

Malaysia has become an attractive destination for private equity investments with a sizeable population of 27 million and a robust international business community. In this session, experienced investors will discuss:

• Corporate restructuring deals brought about by the economic slowdown
• Will Malaysia’s M&A market return to fundamental sectors such as FMCG, healthcare and energy?
• Assessing mid market outlook for the industry
• Deal size - is the country a good fit for international mega funds?

Moderator:

Adi Arman Abu Osman
Senior Vice President
CMS OPUS PRIVATE EQUITY SDN BHD

Panelists:

15.10 Private Equity Investing In Thailand

Thailand’s cabinet recently approved an investment framework featuring 618 projects worth € 30.71 billion for the second stimulus package, covering 2010-2012. In this session, Pote will:

• Analyze investment opportunities in the automotive and infrastructure industry
• Evaluate emerging fund structures - how have terms changed in today’s market conditions
• Examine the risks affecting this asset class
• Forecast Thailand’s oil & gas investment opportunities
• Highlight how you can exploit investment opportunities in the service sector

Pote P. Videt
Managing Director
LOMBARD INVESTMENTS INC

16.20 Cambodia – Unveiling Asia’s Best Kept Secret

As Cambodia emerges from its dark past, it has attracted serious private equity start-ups. Cambodia has natural resources and an ambitious population. Many people have an outdated perception of Cambodia but the country has clearly made significant progress. In this session, Marvin will:

• Explore the prospects for continued prosperity and growth in Cambodia
• Present opportunities in the healthcare, infrastructure and education sectors
• Analyze domestic consumption as a driver of growth
• Evaluate the potential of the tourism, agribusiness, recreation, entertainment and retail sectors
• Highlight what Cambodia can offer for investors seeking investments with high frontier alpha

Marvin Yeo
Managing Partner and Co-Founder
FRONTIER INVESTMENT AND DEVELOPMENT PARTNERS

17.00 Clean Energy Initiatives by Asian Development Bank

• Evaluating the risks and returns of investments
• Overcoming challenges in the valuation and exiting of microfinance equity investments
• Building regulatory mechanisms to ensure the best interest of beneficiaries
• Key considerations in finding an appropriate microfinance candidate for an equity investment

Johanna L. Klein
Investment Officer
Asian Development Bank

17.40 Closing Remarks From The Chair

17.45 Close Of Conference