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

Opening address

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?
10:15

Networking coffee break

10:45

Deal spotlight: Investing in Vietnamese SOEs
With most of the Vietnamese state-owned enterprises (SOEs) still unprivatized, the potential for private equity players to participate the sale of these potentially huge assets is significant. Private equity capital can not only bring much needed foreign investment into the country, but can also enable these companies to become internationally competitive and spur further growth. In this session, a panel of experienced investors will share proven strategies on how GPs can execute successful deals in Vietnam.

  • What is the latest update on Vietnam's SOE privatizations?
  • What are the practical realities for investing into SOEs?
  • Is privatisation the only way to access big size deals in Vietnam?
  • What kind of value-add will be most appealing to Vietnamese SOEs?
11:30

Executive address: Enabling exits through a sustainable capital market

12:00

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?
12:45

Networking lunch

13:45

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. A panel of experienced venture capitalists and successful entrepreneurs will discuss the state of the local venture eco-system and share their suggestions on growing it.

  • How developed is the local venture ecosystem?
  • What initiatives are the government and industry implementing to support the ecosystem?
  • Which technological and industrial sectors are Vietnamese company competitive in?
  • Are clean exits possible? What other challenges exist?
14:30

How PE and VC are adding value to portfolio companies
In a highly practical session, a panel of CEOs from portfolio companies and leading private equity and venture capital executives will share their experiences, observations and tips on how they effectively built their companies, realised the growth potential with their respective partners and managed that relationship.

  • At what stage in the growth of the organisation did the private equity/venture capital partner come on board?
  • How does PE and VC influence, collaborate and deliver success to the company?
  • How important is the control issue and how are decisions taken at an executive level that shape the direction of the business?
  • How did they manage to scale the business given geography, infrastructure and other factors?
  • What hurdles did they face working with an external partner and how did they develop a strategy to ensure a fruitful and trusting relationship?
15:15

Networking coffee break

15:45

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:

  • What is the current level of M&A activity and who are buying Vietnamese companies
  • Which industries are seeing the most activity?
  • What are the dynamics in the marketplace and what is driving cross-border deals?
  • Which overseas markets are most attractive for outbound M&A and why?
  • How can private equity help Vietnamese companies expand overseas?
16:30

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?
17:15

Close of forum and networking cocktail

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