AVCJ Private Equity & Venture Forum Vietnam Forum
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AVCJ Private Equity & Venture Forum 2019 Global Perspective, Local Opportunity SERIES Vietnam Forum May 23, 2019 | Park Hyatt Saigon, Ho Chi Minh City Now in its 3rd year, the AVCJ Vietnam Forum will continue to focus on the strengthening Vietnamese economy, which is attracting even more significant interest from investors looking to capitalize on the private equity, venture capital and real estate opportunities in this promising market. Chosen by over 200 attendees in 2018, the AVCJ Vietnam Forum is where senior business leaders from across Vietnam, Asia and the rest of the world meet for a day of discussions and debate on domestic, regional and global investment issues. Demographics of the AVCJ Vietnam Forum: 200+ 30+ 10 140+ 70+ Attendees Expert speakers Countries Organisations Senior industry professionals CERTIFIED BY THE AVCJ Vietnam Forum is now a CPD certified event CPD CERTIFICATION SERVICE 6.5 CPD points can be claimed after attending the Forum Asia Series Sponsor Co-Sponsors Join your peers www.avcjforum.com/vietnam #avcjvietnam Vietnam Forum Forum at a glance The AVCJ Vietnam Forum will focus on the Vietnamese economy, which is attracting significant interest from investors looking to capitalize on the private equity, venture capital and real estate and other opportunities in this promising market. Topic areas to be addressed: • Private market outlook for Vietnam The rise of corporate investors in the ecosystem and the rest of Asia • The evolving consumer landscape • Cross-border deal making: challenges • The latest opportunities in real estate and opportunities • Venture capital and value creation Organisations that have previously attended AVCJ Vietnam include: • 500 Startups • Deloitte • Hogan Lovells • NewQuest Capital Partners • Steadfast Group • ABB Merchant Banking • DN Legal • Hogan Lovells Lee & Lee • Northstar Group • Sumitomo Corporation • Adams Street Partners • Doosan Heavy Industries • Hotel Mazin Lafayette • Nu Advisory Asia & Oceania • Akin Gump Strauss Hauer & Construction Endowment Fund • Nullabor Holdings • Tael Partners & Feld • Dragon Capital • HSC Securities • Openspace Ventures • Tale.city • Alberta (Canada) • Dream Incubator (Japan) Corporation • Orion • The Abraaj Group Singapore Office • Duxton Asset Management • Hung Vuong Assurance • Pafilia Property • The Carlyle Group • Alibaba Group • Ecotruck Company Developers • The Executive Centre • Allens • EMPEA • IDG Ventures Vietnam • Partners Group • Tiki Corporation • Alpha King Real Estate • Entrepid • IMG Group (Singapore) • Tiki.vn Development Jointstock • Epikurean Resorts • International Finance • Patamar Capital • Tor Investment Company • EPOMI Corporation (IFC) • PEB Steel Management • AntBuddy • Eversheds Sutherland • Intralinks • Phoenix Holdings • TricorIAG Fund • Aon Risk Solutions • Excelsior Capital Asia • JD.com • Proterra Investment Administration • Asia Counsel Vietnam Law • Frasers Law Company • JupViec Partners • Triip.me Company • Freshfields Bruckhaus • Khazanah Nasional Berhad • PwC (Vietnam) • U.S. Consulate Ho Chi • Baker Mckenzie Deringer • Kiwoom Investments • responsAbility Investments Minh City • BDA Partners • Gem Hotels Group • Kiwoom Securities • Rever • Van Khanh Corporation • BEENEXT • Gerson Lehrman Group • KPMG • Reynolds Porter • Venture North Law • Brunswick Group Singapore • Kukdong Oil & Chem Chamberlain • VietFund Management • CapitaLand Vietnam • GoBear • KV Asia • RSM Vietnam • Vietnam Australia • CDH Investments • GO-JEK • KWAP • Russin & Vecchi International School • CEEC Vietnam • GrabPay • LGT Capital Partners • Saigon Securities • Vietnam Investments • Central Group • Grant Thornton • LNT & Partners Law Firm • San Marco Capital Group • CIMB Investment Bank • Hanwha Asset • Locus Capital Partners • Scommerce • Vietnam Oman Investment • Clermont Management • Marsh • SeABank Ho Chi Minh • VIISA Fund / FPT Ventures • Clover Montessori • Hebronstar Venture • Mayer Brown JSM • Seedcom • VinaCapital • Control Risks • Hendale Capital (Vietnam) • Shinhan Financial Group • Vinataba – Philip Morris • Credit Agricole CIB • HKBAV • Mekong Business Initiative • Sonus Limited, Ho Chi Minh City • CVC Capital Partners • Ho Chi Minh City - Asian Development Bank • SOPEC Branch • Dairy Farm – Guardian Securities Corporation • Mekong Capital • SSI Investment Banking • Walkers Vietnam (HSC) • Navigos Group Vietnam • Standard Chartered Bank • WeFit • DaouKiwoom Group • Hochiminh Stock JSC • Standard Chartered • White & Case • DEG Exchange • Navis Capital Partners Private Equity Managers • Women of Vietnam Breakdown of 2018 Forum: Limited Partners, Chairman / CEO / Managing Director / Other, 1% Vietnam, 14% PE / VC General Managing Partner, Partner / CIO /CFO, Other - Asia, 4% 61% Partners, 21% 12% 29% Other, 2% Hong Kong, Banks / Investment 8% Associations, Banks, 5% BY TYPE OF 3% Principal / BY TITLE BY COUNTRY COMPANY VP / Associate, Singapore 39% & Malaysia, 26% Corporates, 24% Director / Portfolio Manager / Professional Chief Representative, 20% Services, 31% Supporting Organisations Supporting Media Vietnam Forum Speakers Leading GPs and LPs confirmed are: Amit Anand Nguyen Cong Ai Founding Partner Partner JUNGLE VENTURES KPMG JinA Bae Shane Chesson Head of Corporate Venture Partner HANWHA ASSET OPENSPACE VENTURES MANAGEMENT Ryan Collins Andy Ho Managing Director Chief Investment Officer MASSMUTUAL VENTURES VINACAPITAL Neal Kok Sherrie Ortiz-Fahie Principal Director KKR BVI HOUSE ASIA Steven R. Okun Chad Ovel CEO, APAC Advisors & ASEAN Partner Representative MEKONG CAPITAL EMPEA Andrew Thompson Yotaro Tokuo Head of Private Equity Asia Pacific, Principal Head of Deal Advisory ADVANTAGE PARTNERS KPMG Pete Vo Managing Director CVC CAPITAL PARTNERS Register online at: www.avcjforum.com/vietnam Vietnam Forum Programme Thursday, May 23, 2019 14:00 The evolving consumer landscape As deal sizes inflate and new openings emerge in a 08.00 Registration and refreshments winding value chain, Vietnam’s consumer economy has started attracting a wider range of investors. Private equity 08.55 Welcome address is uniquely positioned to exploit this opportunity, with Vietnamese companies finally reaching the size where their 09.00 Opening keynote address growth capital requirements are attracting large strategic 09.30 Vietnam’s private markets: 2019 and beyond investors and international private equity. As Vietnam’s economy advances and consumer opportunity • Which technology shifts are changing the digital expands, private market investor sentiment has accelerated landscape? more rapidly than actual investment. Nevertheless, signs are • Which sectors are hot: retail, F&B, logistics, financial showing that a tipping point may be on the horizon. This is services, healthcare, and education? supported by a series of recent private equity deals which • What is the role of the nascent middle class and reveal a maturation process on several fronts. A senior investor increasingly disposable income in driving growth? panel will discuss: • What is the appetite for consumer-driven businesses? • What is the current and future role of private equity in the Vietnamese economy? • How do LPs and GPs view Vietnam against the rest of the 14:45 Networking coffee break region? • What is the landscape for deal-flow, execution, and exits? 15:30 Real estate in the mix • How to work with entrepreneurs, co-investors, LPs, and With the private equity houses in Vietnam—unlike other government officials to create win-win situations? markets—using a hybrid model with a strong real estate mix, it is no surprise that the sector is getting plenty of attention 10:30 Networking coffee break from investors. With a strong shift in urbanisation, the property market is still underdeveloped and is one of the 11:00 Cross-border deal making: Challenges and opportunities most promising in Asia. Leading experts will discuss: Vietnam is already a significant beneficiary of trade • What is the sector outlook? uncertainties in the region; and this is only intensifying in markets that have historically been the destination of • What are the challenges and opportunities? choice for strategic offshore operations. It is predicted that • How is the entertainment and leisure segment shaping up? cross-border deal making will increase as manufacturing • How does it compare with the rest of the region? powerhouses, as well as regional and global investors, shift their facilities to Vietnam or increase investment in the country. 16:15 Venture capital: Taking the lead? A panel of experts will discuss: With interest in Vietnam heating up and venture capital firms • What is the outlook affecting cross-border activity? • How will the new competition law improve cross-border helping entrepreneurs find gaps in various sectors such as deals? healthcare, education, finance, and logistics, the industry is • What are the key deal-breakers in transactions: valuation, growing steadily and has the potential to even take the lead due diligence, and post deal? in the region. An experienced panel will discuss: • What execution challenges exist in cross-border transactions? • How is the venture capital landscape developing? • What does value creation mean in a Vietnamese venture 11:45 Fireside chat capital context? 12:15 Networking lunch • What is the role of fintech in the digital economy? • Where does Vietnam fit in the Southeast Asian ecosystem? 13:15 Corporate investors on the rise The role of corporate investors, including SOEs, private 17:00 Close of conference and cocktail reception conglomerates,