Conference Forums: Tuesday, 13 April 2010

09.00 - 12.45 GREEN INVESTMENTS FORUM

(with Refreshments & Lunch)

08.15 Registration And Welcome Coffee

08.55 Opening Remarks From The Chair

Arun Sen
Managing Director
Coromandel Advisors Pte Ltd

09.00 Insights Into The New Equity Market For Renewable Energy And Clean Technology

  • Reviewing the available grants, incentives and other support structures
  • Re-examining the new role of cash equity - what are the opportunities and threats?
  • New players of the renewable energy market - who are they and what are their roles in driving the industry forward?
  • How will investors deploy financial resources to reap the benefits from the opportunities in today’s market?

Mumtaz Khan
Chief Executive Officer
MIDDLE EAST AND ASIA CAPITAL PARTNERS

09.40 Identifying Early-Stage Investment Opportunities And Mitigating The Risk Of Investment Failures

  • How is the current economic climate impacting venture capital investment trends?
  • Identifying potential high growth businesses and minimizing risk in the clean energy sector
  • Effective exit strategy planning and delivery for clean technology investments
  • How increasing venture capital is the key to turning cleantech into a mainstream investment option?

Jung Kim
Director
OAK INVESTMENT SERVICES PTE LTD

10.20 Morning Tea And Networking Break

10.50 Venture Capital And Private Equity Participation In The Clean Energy Sector

  • Addressing the demand from private equity and venture capitalists for projects - wherein lie the attractions?
  • How are early stage investors are responding to developments in technology and policy support for the sector?
  • Overcoming challenges facing mainstream funds moving into renewable energy
  • How will government implementation of stimulus packages along with other policy initiatives affect renewable energy companies today and in the future?
  • How will government policies impact the investment decisions of entrepreneurs, corporations and investors?

Panelists:

Dr. Sylvia Chan
Managing Director
ENTROPY VENTURES LTD

Frederic Crampe
Managing Director
REEX CAPITAL ASIA PTE LTD

Jung Kim
Director
OAK INVESTMENT SERVICES PTE LTD

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

11.25 Institutional Investors / Limited Partners’ Perspectives On The Clean Energy Market

  • What are investors investing in and what are their criteria?
  • Are funds still readily available for the deployment and implementation of projects? How can they be accessed?
  • How will allocations to cleantech private equity and sustainable infrastructure change?
  • Where do cleantech investments fit in the portfolio?

Panelists:

Robert Todd
Director, Resources & Energy Group, Global Banking
HSBC

Jean-Noel Odier
Managing Director
PCG ASSET MANAGEMENT

Johanna L. Klein
Investment Officer
Asian Development Bank

Deepak Natarajan
Director
INTEL CAPITAL

12.05 Developing A Long-Term Investment Framework Based On Sustainable Competitive Advantage And Superior Returns

  • Identifying leading companies across all industries - how do they sustain their competitive advantage to deliver equity market out performance relative to their global peers?
  • Analyzing the cause of the gap between winners and losers
    • – why is the market relatively inefficient at picking long term winners?
  • Environmental issues vs. organizations’ performance - how do you as an investor measure and prioritize environmental performance relative to other factors that influence sustained competitive advantage?

Moderator:

Arun Sen
Managing Director
Coromandel Advisors Pte Ltd

12.45 Close Of Green Investments Forum

14.00- 17.45 LIMITED PARTNERS FORUM

(with refreshments)

13.45 Registration

13.55 Opening Remarks From The Chair

Brian Lim
Principal
PANTHEON CAPITAL (ASIA) LTD

14.00 Forging A Stronger LP- GP Relationship To Enhance Investment Returns

  • Evaluating if LPs should have a greater voice in the investments and partnerships they make
  • A shift in the balance of power towards LPs - what does this imply?
  • Understanding how the LP-GP relationship is changing and where it should be
  • Improving communication and transparency levels in information flow within the LP community

Olivia Ouyang
Investment Officer
INTERNATIONAL FINANCE CORPORATION

14.40 LP’s Key Considerations And Criteria Before Committing Money Into A New Fund

  • Assessing key competencies that LP look for when selecting a GP in these markets
  • Pan-Asian vs. Country-specific funds - what does a LP prefer?
  • Ensuring the balance of risk and investments before diving into an investment
  • Learning what institutional investors really prefer and their underlying reasons

Anand R.P
Investment Associate
Squadron Capital

15.20 Afternoon Tea And Networking Break

15.50 Private Equity Investments In Southeast Asia – Uncovering LPs’ Major Concerns

  • Examining if Southeast Asian private equity fund managers can deliver portfolio diversification whilst delivering returns
  • Understanding what LPs see as benchmark best practices in private equity investments
  • Investigating the risk-return profile of South East Asia growth private equity compared with the rest of Asia and the world
  • Secondary positions in Southeast Asia - what are the current discount rates and how can LPs benefit from their peers’ distress?
  • Designing a robust asset allocation strategy - which sector draws the most interest?
  • Access to top funds - how to do due diligence?

Moderator:

Veronica John
CEO
IDFC Capital Singapore

Panelists:

Kelvin Chan
Senior Vice President & Co-head primary market Asia
PARTNERS GROUP

Marc Lau
Investment Director
AXIOM ASIA PRIVATE CAPITAL

Koh Lye Thiam
Vice President, Private Funds Group, Asia
PINEBRIDGE INVESTMENTS

Kenneth Yeo
Investment Director
ALLIANZ PRIVATE EQUITY PARTNERS

16.30 LP Outlook – Where Do Southeast Asia Emerging And Frontier Markets Fit Into Portfolios 2010 And Beyond?

  • Are emerging and frontier markets still attractive or too risky?
  • Understanding recession’s effects on LP investment allocation strategy
  • What LPs want to know about emerging and frontier market fund managers?
  • Analyzing how much do LPs expect to allocate into these markets

Moderator:

Brian Lim
Principal
PANTHEON CAPITAL (ASIA) LTD

17.10 LP Perspectives On Venture Capital In Southeast Asia

  • Understanding if Asian venture can offer LPs with greater returns
  • Evaluating venture capital prospects in Southeast Asia
  • Examining diversification strategies of Asian venture capital funds
  • What is LP’s appetite for Southeast Asian venture capital in the next three to five years?

Moderator:

Brian Lim
Principal
PANTHEON CAPITAL (ASIA) LTD

17.45 Close Of Limited Partners Forum