Wednesday, 11 October 2017

08:00

Registration and refreshments

08:50

Welcome remarks

09:00

Keynote address

09:30

Opening panel: The battle to expand the reach of private equity in the Philippines
The key challenge for private equity investors in the Philippines is to effectively showcase the value they can bring to the table in addition to capital. Domestic corporate investors are cash rich, so operational value add and regional expertise/connectivity will go a long way. In addition, understanding the requirements of the family business community at different phases of generational ownership will also help to build relationships with conglomerates in deal sourcing.

  • What impact will the global macro and political headwinds have on investments in the Philippines and beyond?
  • How will the various reforms on tax and competition improve the investment landscape?
  • What are the current opportunities across the sectors?
  • Has there been an upturn on the exit environment?
10:30

Networking coffee break

11:00

Market spotlight: How the Philippines ranks against its regional counterparts
Private equity in Southeast Asia is just coming out of a nascent stage. Singapore, Malaysia, and Indonesia are getting the lion's share of deal activity but the Philippines and Vietnam are catching up quickly. Although in the Philippines' case, it is may be reaching its potential given the economic stability, population size, and strong domestic consumption. So what is holding back the Philippines from becoming a more prominent investment destination? An international panel of investors will discuss:

  • How does the Philippines rank against the rest of the ASEAN region?
  • What are the regional counterparts doing to attract private investments?
  • Is scalability the main challenge for building a successful regional story?
  • Indonesia vs. the Philippines, what are the differences?
11:45

Fireside chat: The role of conglomerates in the regional economies 

12:30

Networking lunch

13:30

Cross-border opportunities: The Filipino roadmap
The level of cross-border activity both inbound and outbound continues to be on the rise. Inbound investors from China, Japan, and across Asia are attracted by the solid macro and domestic consumption story, as well as the big infrastructure push by the Government. Furthermore, Filipino companies are more than ever looking to transform themselves into regional players and outbound activity could help them achieve this.

  • What is the state of the cross-border and M&A landscape?
  • What is driving cross-border deals: macro fundamentals, domestic consumption, Government reforms, or international developments?
  • Which specific sectors are Chinese investors focusing on for acquisitions?
  • How successful are Filipino companies in their overseas efforts?
14:15

Scaling for success: Capturing the consumer wave
The Philippines is attracting significant interest from regional funds and venture firms keen to capitalise on the consumer wave in the country. At the heart of this is a strong entrepreneurial culture enabling the local ecosystem to grow. A panel of leading experts will discuss how the Philippines can emulate its rivals through entrepreneurship and investment, as well as some of the the pitfalls that need to be avoided to ensure a sustainable start-up community is built founded on strong innovation.

  • How is the local ecosystem developing?
  • What are some of the consumer trends driving the growth story in Philippines?
  • What will it take for e-commerce to take off?
  • How are regional players viewing the Philippines for expansion?
  • What comparisons can be made with other consumer driven markets?
15:00

Networking coffee break

15:30

Solving the infrastructure puzzle
With the Government unveiling a big infrastructure drive worth over US$160 billion, the role of private investors in closing the funding gap has become more apparent. Building the new airport in Manila is an interesting case in point of how private investment can gain access to large-scale opportunities and help infrastructure development. A panel of international infrastructure investors will share their thoughts on the topic and discuss:
What is the current level of M&A activity, and from where are most transactions originating?

  • Whatare the priority projects for investment?
  • What private investors can offer in addition to funding?
  • How are PPP projects coming along?
  • What subsectors provide the best opportunity?
16:15

The Philippines for LP: Picking the right time to commit
Private equity in the Philippines is a nascent industry. Institutional investors may be hesitant to allocate capital, but now could be the time to put the money to work. The predicted GDP growth over the next 20 to 30 years puts the Philippines on a consistent trajectory, and given the demographics and local consumer consumption, it is understandable. So how do you gain access and what is the right level of exposure to gain risk-adjusted but meaningful returns?

  • How do LPs view the Philippines as an investment destination?
  • To date, have returns and portfolio performance been as expected?
  • How does the Philippines compare with its regional neighbours as an investment destination?
  • How can LPs best evaluate and manage the risks when investing in this market?
  • How do LPs view the Philippines in the long term?
17:00

Close of forum and networking cocktail

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