Conference Day 1: Wednesday, 14 April 2010

08.15 Registration And Welcome Coffee

08.50 Opening Remarks From The Chair

Jung Kim
Director
OAK INVESTMENT SERVICES PTE LTD

09.00 Southeast Asia - Assessing Private Equity Investment Opportunities And Long Term Prospects

  • Evaluating the region’s competitiveness on the global stage and how it can be enhanced
  • Investigating which countries’ economies are best positioned to emerge from the crisis
  • Examining the stability of political regimes in Southeast Asia - implications for private equity investments
  • Frontier markets - understanding investment opportunities and challenges in these potentially rewarding markets
  • The future of private equity - where are diamonds in the rough in a region where private equity is still in its infancy?
  • What are the comparative advantages of Southeast Asia over China and India?
  • Managing risks including protracted global recovery, illtimed stimulus package exits and inflation in the region

Vibhav Panandiker
Managing Director
JP MORGAN PRIVATE CAPITAL ASIA

09.35 Tackling Home Grown Challenges In South East Asia That Are Inhibiting The Progress Of The Private Equity Market

  • Analyzing steps that have been taken to accelerate the growth of private equity in South East Asia - what else needs to be done?
  • Control as a buyout structure vs. control as a tool used in deals in the region - is the private equity model flawed when it comes to the use of control?
  • Reforming market regulation and corporate governance to facilitate private equity market growth
  • Changing mindsets - improving acceptance levels in the business community
  • Improving the transparency and accountability aspects of private equity investments

Moderator:

Mark Thornton
Partner, Head of Southeast Asia
3I ASIA

Panelists:

Anand Balasubrahmanyan
Director
THE CARLYLE GROUP

Drs Marlene Groen
CEO
GREENPARK CAPITAL LIMITED

Deepak Natarajan
Director
INTEL CAPITAL

Marc Lau
Investment Director
AXIOM ASIA PRIVATE CAPITAL

Brian Lim
Principal
PANTHEON CAPITAL (ASIA) LTD

10.10 Speed Networking

Speed networking will enable you to meet all conference attendees within a short time and ensure an open discussion throughout the conference

10.35 Morning Tea And Networking Break

11.00 Private Equity Strategies In A Credit-Constrained Environment

  • Financing and re-financing options in a tight credit market
  • Evaluating how PE fund managers can respond to the challenges of high cost of debt and meeting debt covenants
  • Deal flow - implications of the credit crunch on deal flow, access, valuations and pricing trends
  • Uncovering strategies for finding liquidity when capital calls are made

Moderator:

Kian-Woon Yap
Global Head of Private Equity
Bank of Singapore

Panelists:

Veronica John
CEO
IDFC Capital Singapore

Marc Lau
Investment Director
AXIOM ASIA PRIVATE CAPITAL

Eugene Lai
Partner
SOUTHERN CAPITAL GROUP

11.35 10 Minutes Spotlight For JPMorgan

Cesar Estrada
Managing Director, Head of Product Management - Private Equity Fund Services
JP Morgan Chase

11.45 Evaluating The Liquidity Of The Secondary Market In Southeast Asia And The Opportunities Revealed

  • Leveraging steep discounts presented by the secondaries
  • Secondary funds and updated information on how they operate
  • Sector analysis - which sectors’ secondaries offer the greatest potential
  • Examining market rates and the role of intermediaries as secondaries evolve

Moderator:

Jung Kim
Director
OAK INVESTMENT SERVICES PTE LTD

Panelists:

Chris Chia
Managing Partner
KENDALL COURT CAPITAL PARTNERS

Lachimi-Niwas Sadani
Director
AXA Private Equity Asia Pte Ltd

Alex Sao-Wei Lee
Investment Director, Head of Secondary Investments
Axiom Asia Private Capital

Drs. Marlene Groen
CEO
GREENPARK CAPITAL LIMITED

12.10 Lunch And Networking Break

13.10 Facilitating Leveraged Buyout Deals In A Risk-Averse And Credit-Constrained Environment

  • The market outlook for 2010-2011 - investigating deal flow, tenors, pricing levels, syndications and structures for buyouts
  • Assessing the impact of the credit crisis on funding for buyouts in Southeast Asia - Is leverage still available?
  • Liquidity solutions - operating in a deleveraged world
  • Distressed LBOs - will the lack of liquidity trigger a new wave of defaults?
  • What are financial sponsors looking for in private equity acquisition?

Christophe Cerisier
Head of Leveraged & Sponsor Finance Asia
GE Capital

13.45 Unlocking Opportunities For Growth Capital In Southeast Asia

  • Exploiting opportunities presented by growth capital and small-sized buyouts in adversity
  • Examining constraints and issues faced by investors in growth capital investing
  • Exit strategies that can be adopted by growth capital investors in Southeast Asia
  • When less is more - taking minority stakes with control covenants
  • Preventing growth capital from becoming ‘captive capital’
  • How do the top growth investors keep interests aligned?

Mark Thornton
Partner, Head of Southeast Asia
3I ASIA

14.20 Discovering The Potential Of Islamic Venture Capital And Private Equity In Developing Vibrant And High Growth Companies

  • Maximizing returns in Islamic private equity funding
  • Value adding and exit strategies for Islamic private equity investments
  • Structuring and managing Shari’ah compliant funds
  • Tax incentives and accounting issues in Islamic venture capital and private equity
  • Understanding the issues and challenges faced by the market participant in undertaking Islamic private equity transaction

Moderator:

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

Panelists:

Lew Oon Yew
Executive Director and Head of Private Equity, KUWAIT FINANCE HOUSE
ASSET MANAGEMENT SDN BHD

Husni Salleh
CEO
MAVCAP

Dr. Mohd Akram Laldin
Executive Director
INTERNATIONAL SHARIAH RESEARCH ACADEMY FOR ISLAMIC FINANCE (ISRA)

14.55 Afternoon Tea And Networking Break

15.25 Exploring The Ingredients Of A Successful Leveraged Buyout (LBO) In Southeast Asia

  • Controlling deals - maintaining influence over portfolio companies’ management and business operations
  • Discussing the structural, social and political issues inherent in pursuing regional buyout transactions
  • Analyzing secondary buyouts’ potential
  • Discovering strategies to achieve optimum returns and locate best value

Moderator:

Jung Kim
Director
OAK INVESTMENT SERVICES PTE LTD

16.05 Evaluating Venture Capital Investment Opportunities In Southeast Asia

  • Emerging sectors and approaches for venture capital investments in Southeast Asia
  • Overcoming fundraising challenges in the region for venture capital investments
  • Entrepreneurs/ Early stage companies and investors - aligning expectations to maximize revenue from deals

Moderator:

Jung Kim
Director
OAK INVESTMENT SERVICES PTE LTD

16.45 Closing Remarks From The Chair

16.50 Close Of Conference Day One