Save the date for AVCJ Vietnam Forum 2017 on 25 May. Sponsorship / Speaking Opportunities are available, please contact Anil Nathani at anil.nathani@avcj.com for details

 

Thursday, 25 May 2017

08:00

Registration and refreshments

08:55

Welcome address

09:00

Keynote address
Mark Mobius, Executive Chairman, TEMPLETON EMERGING MARKETS GROUP

09:30

Vietnam's place in an Asian private equity portfolio
Strong economic fundamentals underlined by steady growth, a stable political environment and an emerging consumer class have raised awareness of Vietnam as a potential destination for private equity investors. While there is an active local GP community already in place, global and regional are also showing increasing interest and therefore, helping the domestic private equity eco-system catch up to other Asian markets. Our panel of international and domestic investors discuss the Vietnamese opportunity.

  • How does Vietnam compare with other Asian countries as a destination for private equity capital? 
  • Which industry sectors present the best opportunities for international investors?
  •  What are the regulatory issues impacting investment and exits in Vietnam?
  • What do GPs need to do to be successful in Vietnam?
  • How important are co-investments, especially with a local player?
  • What is the track record of exits and what options are available?

Moderated by: Amy Beckingham, Partner, LATHAM & WATKINS
Panelists:
Phathavud Arkaleephan, Investment Director, NAVIS CAPITAL PARTNERS
Paul DiGiacomo, Managing Director, BDA PARTNERS
Andy Ho, Chief Investment Officer, VINACAPITAL
Pete Vo, Managing Director, CVC CAPITAL PARTNERS
Dominic Picone, Managing Director, TPG CAPITAL

10:30

Networking coffee break

11:00

Examining the opportunities for M&A and cross-border deals
Cross-border M&A, both in and out of Vietnam, continue to rise. Successful local companies are looking for growth opportunities in the ASEAN region, with Thailand being a prime destination. Meanwhile, foreign investors are also coming into Vietnam with a fervour with Japanese and Korean companies leading the charge. With further proposed changes to the M&A regulations and the ongoing privatisation, deal activity can only rise further. A panel of dealmakers will discuss the following topics:

  • Which industries are seeing the most activity?
  • What is the opportunity for Investing in Vietnamese SOEs?
  • Is privatisation the only way to access big size deals in Vietnam?
  • What are the dynamics in the marketplace and what is driving cross-border deals?
  • How can private equity help Vietnamese companies expand overseas?


Moderated by:
John Ditty, Managing Partner, KPMG
Panelists:
 
Joshua I. Chung, Senior Vice President, M&A and Sponsor Finance, SUMITOMO MITSUI
BANKING CORPORATION
Simon Cooke, Partner, LATHAM & WATKINS
Andy Ho, Chief Investment Officer, VINACAPITAL
Damian Tan, Managing Director, VICKERS VENTURE PARTNERS

11:45

Presentation by Reddal
Driving Vietnam's economic growth - the role of private equity
Although Vietnam is exhibiting rapid growth, a comparison to past successful Asian growth stories such as Korea show that there is room for improvement. The boom in foreign invested export-oriented manufacturing sector has failed to act as a catalyst to develop strong local industries and SME participation in the value chain. While consumer- and technology-driven sectors continue to drive private equity and venture capital activities, the lack of "back-bone" industrial development stresses the importance of further development. In our talk, we discuss how private equity can contribute towards unlocking Vietnam full potential through a bolder deal sourcing and value creation approach.

Per Stenius, Chairman and Client Director, REDDAL

12:15

Networking Lunch

13:15

Real estate opportunities and challenges
With strong macro essentials including solid political climate, stable currency, growing economy and rising buyer and developer confidence, Vietnam is proving to be an attractive real estate destination in Southeast Asia. A panel of experts will discuss the opportunities and challenges for investors.

  • What real estate segments are proving to be most attractive?
  • What is the impact of foreign ownership laws relaxation for the sector? 
  • How attractive is the sector for foreign investors?
  • What are the potential challenges for investors?

Moderated by: Ninh Van Hien, Partner, KPMG
Panelists:
Mira Christanto, Senior Portfolio Manager, APG ASSET MANAGEMENT ASIA
Felix Lai, Director Investments, GAW CAPITAL
Andre Lim, General Manager, North Vietnam, CAPITALAND VIETNAM

14:00

VCs target the Vietnamese consumer story
Vietnam is fast becoming an attractive destination for local and international venture capital funds, who are hoping to capture the growing consumer opportunities and leverage the Vietnamese entrepreneurial spirit. While the macro story is similar with of a number of its Southeast Asia neighbours, Vietnam has the potential to stand out on its own as a top destination for VCs in the region. The panel will discuss the state of the local venture eco-system.

  • How developed is the local venture ecosystem?
  • What initiatives are the government and industry implementing to support the ecosystem?
  • How does the local ecosystem compare with the rest of SEA?
  • Are clean exits possible? What other challenges exist?

Moderated by: Binh Tran, Venture Partner, 500 STARTUPS
Panelists:
Ha Lam, Co-Founder, TRIIP.ME
Tuan Anh Nguyen, Chairman, GRAB VIETNAM
Duc Tran, CEO, FPT VENTURES|
John Tran, Project Coordinator, Mekong Business Initiative, ASIAN DEVELOPMENT BANK

14:45

Networking coffee break

15:15

The role of technology in Vietnam's new economy
Driven by a robust education system, private investment and various government policies supporting the development of the technology sector, Vietnam is slowly but surely becoming a technology hub in the region. Successful stories like VNG and VCCORP are a great example of how the sector is contributing to the Vietnam's new economy. The esteemed panel will discuss:

  • What technologies are likely to disrupt the marketplace?
  • How do you scale consumer-focused technology-driven companies in Vietnam?
  • How important is private investment to the growth of these companies?
  • Can Vietnamese companies compete regionally?

Moderated by: Tim Burroughs, Managing Editor, ASIAN VENTURE CAPITAL JOURNAL
Panelists:
Le Hong Minh, Founder, Chairman and CEO, VNG
Henry Nguyen, Managing General Partner, IDG VENTURES VIETNAM
Vuong Vu Thang, Founder and Chairman, VCCORP

16:00

The LP Perspective of Vietnam
Although most international LPs don't have significant exposure to private equity in Vietnam, they should consider the country as an investment destination. With its positive economic outlook, growing consumer class, stable local politics and steady currency, Vietnam has all the potentials of a good private equity market. A panel of international LPs will share their perspectives on this vibrant market.

  • What factors are preventing LPs from allocating more to Vietnam?
  • How does Vietnamese private equity returns compare with other markets?
  • How can LPs best evaluate and manage the risks when investing in this market?
  • Is it better for LPs to gain exposure via local or regional fund managers?

Moderated by: Csaba Bundik, Vice-Chairman, CEEC
Panelists:
Melissa Kang, Executive Director, MORGAN STANLEY ALTERNATIVE INVESTMENT PARTNERS
Ralph Keitel, Regional Lead East Asia, Private Equity Funds, INTERNATIONAL FINANCE CORPORATION
Sunil Mishra, Partner, ADAMS STREET PARTNERS

17:00

Close of forum and networking cocktail

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