AVCJ PRIVATE EQUITY & VENTURE FORUM 2021 SERIES Global perspective, local opportunity
Vietnam Forum May 27, 2021 | 09.00 - 17.00 ICT , Online The 4th annual AVCJ Vietnam Forum will bring together over 350 leading institutional investors, private equity and venture capital professionals, and industry experts from Vietnam and beyond for an in-depth one-day discussion on one of the bright spots in the region.
The program will feature a series of panels and keynotes on the current private equity landscape in Vietnam, cross- border opportunities amid the pandemic, the growing venture scene and sectors to watch in the upcoming year.
The virtual forum will 350+ 100+ 30+ bring together: Delegates Limited Partners Speakers
Co-Sponsors
www.avcjforum.com/vietnam #avcjvietnam Vietnam Forum
Key features of the immersive virtual pass All of us in the industry are striving to find the new normal to maximise our business capabilities and AVCJ Vietnam Forum is offering a virtual platform to accommodate all your needs. The virtual pass is the ideal solution if you want to access the best content and community in private markets with a special focus on driving interaction and networking connecting you with the people you want to meet.
Video Audience Watch Live meetings Interaction
Your front row seat to watch Chat and catch-up for a face-to- Our proprietary online platform panel discussions, presentations face video call with your 350+ enables you to take part in live Q&A and fireside chats from thought fellow participants. Promote your sessions and audience polls. Get leaders. fund and services to the people the in-depth answers in real-time. who matter to you.
Virtual Virtual 24 On-demand roundtables Expo
Replay all sessions at your Join interactive roundtables to Browse the virtual expo hall and convenience so you never miss discover new opportunities in the learn more about the exhibitors. the content and experts that are market. If you’ve missed face-to-face Chat with the team face-to-face, key to your business. engagement with the industry this message key contacts and access year, don’t miss this opportunity to educational resources and videos. connect and be part of interactive discussions with your peers.
Watch live and participate in live Q&A Searh for and schedule video meetings Watch on-demand Virtual expo hall and polls with participants
“It's great to meet the industry leaders virtually and to connect with peers in the industry on AVCJ platform. Thanks AVCJ for organizing such a great event.”
“Enlivens the community. Makes us all more informed.”
“A very efficient and seamless way to get global insights from very experienced practitioners.”
www.avcjforum.com/vietnam Vietnam Forum
Register now online at https://www.avcjforum.com/vietnam/book-a-ticket Email: [email protected] Call: +852 2158 9636 WHAT WILL BE DISCUSSED • Will Vietnam attract even more investments from 1 foreign investors? • How have education and wellness investments fared and will these sectors remain • What expertise can private equity bring in a time of crisis and what as attractive for private equity investors in the coming years? are the main priorities for value creation? • How has the digital economy developed and what opportunities are there for • What does an increasingly vibrant venture scene mean for Vietnam? private equity?
BREAKDOWN OF 2019 FORUM
• Attended by 85+ Senior Industry • 30 speakers • Over 200 participants from Professionals from around the world 10 countries and more than (LPs, GPs, VCs, FoFs) 125 companies in attendance
PE / VC General Chairman / CEO / Managing Director / Other, 1% Vietnam, Partners, Managing Partner, Partner / CIO /CFO, 52% 32% 13% 30% Other - Asia, 7% Hong Kong, Associations Other, 5% 5% & Gov't, 3% BY TYPE OF Limited Partners, 13% BY TITLE BY COUNTRY COMPANY Singapore & Malaysia, Professional 35% Services, 34% Corporates, Principal / 14% VP / Associate, Director / Portfolio Manager / 37% Chief Representative, 15% Banks / Investment Banks, 4% FEATURED DELEGATE COMPANIES THAT HAVE PREVIOUSLY ATTENDED AVCJ VIETNAM INCLUDE: • 500 Startups • GO-JEK • Mekong Capital • Strategic Year Holdings • Aboitiz Equity Ventures Inc. • Grab Vietnam • Mobile World Investment Corporation • Sumitomo Corporation Asia & Oceania • ACA Investments • Hanwha Asset Management (MWG) • Sumitomo Mitsui Banking Corporation • Adams Street Partners • Hanwha Life • Morgan Stanley Alternative Investment • Tael Partners • Advantage Partners • Hebronstar Venture Partners • Tale Technologies • Alberta (Canada) Singapore Office • Helicap • Navis Capital Partners • Tale.city • Alibaba Group • Heliconia Capital Management • NewQuest Capital Partners • TAU Investment Management • AntBuddy • Hendale Asia • Northstar Group • Temasek • APG Asset Management Asia • Hendale Capital • Novo Tellus Capital Partners • Templeton Emerging Markets Group • Asian Development Bank • Herbonstar Group / Herbonstar Ventures • Nullabor Holdings • The Abraaj Group • B. E. Charles International • Ho Chi Minh City Securities Corporation • Openspace Ventures • The Carlyle Group • BDA Partners • Hochiminh Stock Exchange • Orion • Tiki Corporation • BEENEXT • Honeywell International • Pafilia Property Developers • Tiki.vn • Cabot Capital Partners • Hongkong Land • Partners Group (Singapore) • Tor Investment Management • Capital Square Partners • Hotel Mazin Lafayette Endowment Fund • Patamar Capital • TPG Capital • Capitaland • Hung Vuong Assurance Corporation • PEB Steel • Triip.me • CDH Investments • IDG Ventures Vietnam • Penm Partners ApS • Trung Hau Construction Group • Central Group • IFC Asset Management Company • Pharmacity Pharmacy JSC • U.S. Consulate Ho Chi Minh City • Clermont • IMG Group • Phoenix Holdings • Up coworking space • Colliers International • International Finance Corporation (IFC) • Pilmico Foods Corporation • Van Khanh Corporation • Crestpoint Private Equity • Invest Hong Kong • Portfolio Advisors (HK) • VCCorp • CVC Capital Partners • IQ-EQ Fund Services • Proterra Investment Partners • Velocity Ventures Vietnam • Dairy Farm – Guardian Vietnam • JD.com • Quam • Vickers Venture Partners • Daiwa Corporate Investment Asia • Jungle Ventures • responsAbility Investments AG • Vietnam Australia International School • DaouKiwoom Group • Jupiter Impact Partners • Rever.vn • Vietnam Investments Group • DEG • Khazanah Nasional Berhad • Reynolds Porter Chamberlain • Vietnam Oman Investment; State General • Doosan Heavy Industries & Construction • Kiwoom Investments • Rocket Equities, B.V. Reserve Fund • Dragon Capital • Kiwoom Securities • Rong Viet Securities • VIISA Fund / FPT Ventures • Dream Incubator Vietnam JSC • KKR • RPC • VinaCapital Corporate Finance • Duxton Asset Management • KNH Corporation • San Marco Capital • Vinataba – Philip Morris • Dynam Capital • Koru Partners • Sarus Capital Management • VINCI Highways • EA • Kukdong Oil & Chem • Schenker (Asia Pacific) Scommerce • Vingroup Ventures • Eberhart Capital • KV Asia • Seedcom • VNG Corporation • Ecotruck • LGT Capital Partners • Shinhan Financial Group GIB • WebTretho • Entrepid • Locus Capital Partners • Shinhan Securities Vietnam • WeFit • EPOMI • Maj Invest Vietnam • Silicon Straits • Wilmar CLV • Excelsior Capital Asia • Marubeni Corporation • Smilegate Investment • Wonik Investment Partners • Fosun • Masan Group Corporation • Sonus • YSS Capital Management • FPT Ventures • MassMutual Ventures • SSI Asset Management • Zephyr Management • Fundnel • Mazin Lafayette Hotel Endowment Fund • Standard Chartered Private Equity • Gaw Capital • Mekong Business Initiative - Asian Managers (Hong Kong) • GoBear Development Bank • Steadfast Group Supporting Partners Media Partner
www.avcjforum.com/vietnam Vietnam Forum SPEAKERS
Keynote
Christina Gaw Managing Principal & Head of Capital Markets GAW CAPITAL PARTNERS
Leading GPs and LPs confirmed are
Nguyen Cong Ai Danny Hwang Senior Partner, Head of Strategy Founder & CEO Group NPX POINT AVENUE KPMG TAX AND ADVISORY LIMITED (KPMG VIETNAM) Huai Fong Chew David Ireland Regional Lead for the East Asia & Senior Partner the Pacific PE Funds team NAVIS CAPITAL PARTNERS INTERNATIONAL FINANCE CORPORATION Warrick A. Cleine Joseph Khoo Chairman and Chief Executive Member of Management, Private Officer Equity KPMG VIETNAM AND CAMBODIA PARTNERS GROUP (SINGAPORE) PTE. LTD. Thuy Vu Dropsey Nguyen Trung Kien Executive Director, Co-head of Co-founder and Vietnam Country ASEAN Partner AFFIRMA CAPITAL ASIA PARTNERS
Nguyen Phan Dzung Hongjin Kim Deputy CEO Managing Director / Growth Capital SSI ASSET MANAGEMENT CO,. STIC INVESTMENTS LTD
Pham Vu Thanh Giang Dorothea Koo Co-founder and Customer Partner, Hong Kong Experience Officer BAKER MCKENZIE GENE FRIEND WAY, INC (GENETICA) Gabriel Ho Ji-Min Thomas Kronsbein Managing Director Vice President DYMON ASIA PRIVATE EQUITY DEG – DEUTSCHE INVESTITIONS- UND ENTWICKLUNGSGESELLSCHAFT MBH Trung Hoang Bert Kwan Partner Managing Partner VINACAPITAL VENTURES BDA CAPITAL PARTNERS
www.avcjforum.com/vietnam Vietnam Forum SPEAKERS
Leading GPs and LPs confirmed are
Thomas Lanyi Manisha Shah Managing Director Chief Financial Officer CDH INVESTMENTS MOMO
Janice Leow Edward F. Sippel Managing Director Managing Director BARING PRIVATE EQUITY ASIA TA ASSOCIATES
Trung Anh Nguyen Shuyin Tang CEO Partner PHOENIX HOLDINGS PATAMAR CAPITAL
Jef Peeters Yee Hean (Ian) Teo CEO Principal Investment Specialist HANOI FRENCH HOSPITAL ASIAN DEVELOPMENT BANK
Sam Robinson Ryan Wei Managing Partner Head of APAC, Global Development NORTH-EAST PRIVATE EQUITY and M&A ASIA RESTAURANT BRANDS INTERNATIONAL (RBI) Leon Santos Xiaying Zhang Deputy Managing Director-Private Head of Singapore Capital HAMILTON LANE VINACAPITAL
Chung Seck Partner BAKER MCKENZIE (VIETNAM)
Chairperson
TIM BURROUGHS MANAGING EDITOR ASIAN VENTURE CAPITAL JOURNAL
www.avcjforum.com/vietnam Vietnam Forum PROGRAMME
THURSDAY, MAY 27, 2021 11:45 Operational value-add: Shifting dynamics
08:50 Opening remarks For years, private equity firms have mostly depended on macroeconomic growth in Vietnam to achieve returns on their investments. However, given the gloomy world outlook 09:00 Keynote address and an increasingly crowded market, private equity firms will need to play a more proactive role in guiding portfolio companies through challenging times and strengthening their competitiveness to fuel growth. In this session, leading 09:30 Networking break industry professionals will share their updated playbook for value creation. • What are some of last year’s lessons in terms of crisis 09:45 Vietnam private equity: Capturing the opportunity management? • How do private equity firms and portfolio companies As private equity deal flow begins to pick up again, Vietnam view control, and how can both sides develop a promises to maintain its place as a hotspot for investment. trusting relationship? An early and effective response to COVID-19 meant that • What protocols can private equity firms put in place to most businesses were able to get back on track after only ensure proper corporate governance? a short hiatus, contributing to Vietnam’s resilient growth • How can investors leverage technology to enhance numbers amidst the global slowdown. The country will also value creation in portfolio companies? continue to benefit from the shift in supply chain, trade agreements, and regional partnerships, as well as a new five- year plan to accelerate the ongoing privatisation of state- owned enterprises. Our opening panel discuss: 12:30 Intermission • What is the outlook for deal flow, execution, and exits? • How does Vietnam compare with its Southeast Asian peers? 14:00 Consumer: A growing attraction • How will Vietnam’s trade deals with the UK and EU affect deal flow? Vietnam’s consumer sector has garnered significant • When will the pace of the privatisation process pick attention from private equity firms in recent years due to up, and what opportunities will it present for investors? an emerging middle-class. While traditional services, such as international schools and private hospitals, remain in demand, the sector has also welcomed a wave of digital players, especially in the retail space. Our panel of private 10:30 Networking break equity and corporate leaders discuss their outlook and growth strategies as competition heats up within the consumer space. 10:45 Cross-border: An ideal destination • What is the outlook for Vietnam’s consumer sector, and is there a fear of overcrowding? Vietnam has become one of the most attractive destinations • Which sub-sectors are most appealing to investors, for investment in Southeast Asia in recent years, and the and why? Vietnamese government is keen to see this trend continue. • What are some of the challenges to generating returns In January 2021, the revised Law on Investment came into from this sector, and how can companies overcome effect, and while foreign ownership thresholds and some this? administrative obstacles remain, the general sentiment is • How will innovative business models challenge positive and should promote foreign direct investment, traditional players? especially in sectors such as advanced technology, microfinance, healthcare, and education, given the incentive scheme for investments in these areas. Our panel of investors and consultants share their views on cross-border investing 14:45 Networking break and prospects in Vietnam. • What are the main drivers behind cross-border activity Presentation: Bridging the infrastructure gap: in Vietnam? 15:00 • To what extent will the revised Law on Investment The Vietnam story attract more foreign investors? • How are cross-border investors utilising on-the- ground resources and partners to evaluate targets in 15:30 Networking break the current climate? • What legal challenges do cross-border investors often face, and how can they be overcome?
11:30 Networking break
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15:45 Venture capital: Driving digitisation
While some of the larger deals were put on hold in 2020, Vietnam saw a healthy volume of them in the venture space. Driven by the government’s desire to prioritise digitisation and its target to have ten Vietnamese unicorns by 2030, the industry has welcomed an increasing number of players, ranging from the venture arms of top Vietnamese companies from the past decade to incubator and accelerator programmes led by government or private organisations. As a result, startup funding has increased significantly and eclipsed Singapore for the first time last year. Our panel examines what the future holds for Vietnam’s increasingly vibrant venture capital and startup scene. • What role does private equity and venture capital play in driving Vietnam’s digital economy? • How has increasing regional and international interest impacted the venture capital scene in Vietnam? • What impact is technology having across industries, and which sectors are experiencing the most disruption? • Will more Vietnamese startups take the next step and begin competing regionally?
16:30 Networking break
16:45 The LP view on Vietnam
Vietnam’s rapid growth has not gone unnoticed by institutional investors. With an increasing number of allocations having been made to the country in the past several years, Vietnam has continued to attract interest from new overseas investors due to its swift return to normality. Our panel of experienced LPs discuss how Vietnam has fared over the years, and why it is becoming an increasingly important market for them. • How should new investors tap into the Vietnamese market? • Do LPs prefer partnering with local or regional GPs when considering Vietnam? • Would LPs be put off by regulatory complexity and reporting opacity in Vietnam? • How have GPs in the region responded to ESG standards required by LPs, and what are the next steps?
17:30 End of conference
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Cancellation/refund policy: A cancellation charge of US$100 is applicable to written cancellations received on or before May 13, 2021. No refund will be made for cancellations after the date due to our advance guaranty obligations and administration costs. A substitute delegate is welcome but the organiser MUST be notified in advance of the meeting to avoid incurring a charge. Substitutions may NOT be made at the meeting. Pay in advance: We will include registrants’ names on the official delegate list if we have received your registration fees by May 20, 2021. All payments should be made immediately. Regrettably, no entrance will be permitted for payments not received in advance.
Contact us Registration enquiries: Anil Nathani t: +852 2158 9636 e: [email protected] Speaking opportunities: Michael Lui t: +852 2158 9659 e: [email protected] Sponsorship enquiries: Darryl Mag t: +852 2158 9639 e: [email protected] Marketing and media enquiries: Rachel Chan t: +852 2158 9665 e:[email protected]
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