Vietnam Forum

www.avcjforum.com/vietnam

AVCJ PRIVATE EQUITY & VENTURE FORUMGlobal perspective, local opportunity

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.

#avcjvietnam

2021 SERIES

May 27, 2021 | 09.00 - 17.00 ICT , Online

The virtual forum willbring together:

Vietnam Forum

350+Delegates

100+Limited Partners

30+Speakers

Co-Sponsors

Vietnam Forum


“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.”

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.

Key features of the immersive virtual pass

On-demand

Replay all sessions at your convenience so you never miss the content and experts that are key to your business.

Virtual roundtables

Join interactive roundtables to discover new opportunities in the market. If you’ve missed face-to-face engagement with the industry this year, don’t miss this opportunity to connect and be part of interactive discussions with your peers.

Virtual Expo

Browse the virtual expo hall and learn more about the exhibitors. Chat with the team face-to-face, message key contacts and access educational resources and videos.

24

Watch Live

Your front row seat to watch panel discussions, presentations and fireside chats from thought leaders.

Video meetings

Chat and catch-up for a face-to-face video call with your 350+ fellow participants. Promote your fund and services to the people who matter to you.

Audience Interaction

Our proprietary online platform enables you to take part in live Q&A sessions and audience polls. Get the in-depth answers in real-time.

Watch live and participate in live Q&A and polls

Searh for and schedule video meetings with participants

Watch on-demand Virtual expo hall

Vietnam Forum


Chairman / CEO / Managing Partner,

13%

Principal / VP / Associate,

37% Director / Portfolio Manager / Chief Representative, 15%

Managing Director / Partner / CIO /CFO, 30%

Limited Partners, 13%

Professional Services, 34%

Banks / Investment Banks, 4%

Corporates, 14%

Vietnam, 52%

Other, 1%

Other - Asia, 7%

Other, 5%

Singapore & Malaysia,

35%

Hong Kong, 5%

PE / VC General Partners, 32%

Associations & Gov't, 3%

BREAKDOWN OF 2019 FORUM

Register now online at https://www.avcjforum.com/vietnam/book-a-ticketEmail: [email protected] Call: +852 2158 9636

WHAT WILL BE DISCUSSED• Will Vietnam attract even more investments from 1 foreign investors?

• What expertise can private equity bring in a time of crisis and what

are the main priorities for value creation?

• What does an increasingly vibrant venture scene mean for Vietnam?

• How have education and wellness investments fared and will these sectors remain

as attractive for private equity investors in the coming years?

• How has the digital economy developed and what opportunities are there for

private equity?

• 500 Startups• Aboitiz Equity Ventures Inc.• ACA Investments• Adams Street Partners• Advantage Partners• Alberta (Canada) Singapore Office• Alibaba Group• AntBuddy• APG Asset Management Asia• Asian Development Bank• B. E. Charles International• BDA Partners• BEENEXT• Cabot Capital Partners• Capital Square Partners• Capitaland• CDH Investments• Central Group• Clermont• Colliers International• Crestpoint Private Equity• CVC Capital Partners• Dairy Farm – Guardian Vietnam• Daiwa Corporate Investment Asia • DaouKiwoom Group• DEG• Doosan Heavy Industries & Construction • Dragon Capital• Dream Incubator Vietnam JSC• Duxton Asset Management• Dynam Capital• EA• Eberhart Capital• Ecotruck• Entrepid• EPOMI• Excelsior Capital Asia• Fosun• FPT Ventures• Fundnel• Gaw Capital• GoBear

• GO-JEK• Grab Vietnam• Hanwha Asset Management• Hanwha Life• Hebronstar Venture• Helicap • Heliconia Capital Management• Hendale Asia• Hendale Capital• Herbonstar Group / Herbonstar Ventures• Ho Chi Minh City Securities Corporation• Hochiminh Stock Exchange• Honeywell International• Hongkong Land • Hotel Mazin Lafayette Endowment Fund• Hung Vuong Assurance Corporation• IDG Ventures Vietnam• IFC Asset Management Company• IMG Group• International Finance Corporation (IFC)• Invest Hong Kong• IQ-EQ Fund Services• JD.com• Jungle Ventures• Jupiter Impact Partners• Khazanah Nasional Berhad• Kiwoom Investments• Kiwoom Securities• KKR• KNH Corporation• Koru Partners• Kukdong Oil & Chem• KV Asia• LGT Capital Partners• Locus Capital Partners• Maj Invest Vietnam• Marubeni Corporation• Masan Group Corporation• MassMutual Ventures• Mazin Lafayette Hotel Endowment Fund• Mekong Business Initiative - Asian

Development Bank

• Mekong Capital• Mobile World Investment Corporation

(MWG)• Morgan Stanley Alternative Investment

Partners• Navis Capital Partners• NewQuest Capital Partners• Northstar Group• Novo Tellus Capital Partners• Nullabor Holdings • Openspace Ventures• Orion• Pafilia Property Developers• Partners Group (Singapore) • Patamar Capital• PEB Steel• Penm Partners ApS• Pharmacity Pharmacy JSC• Phoenix Holdings• Pilmico Foods Corporation• Portfolio Advisors (HK)• Proterra Investment Partners• Quam• responsAbility Investments AG• Rever.vn• Reynolds Porter Chamberlain• Rocket Equities, B.V.• Rong Viet Securities• RPC• San Marco Capital• Sarus Capital Management• Schenker (Asia Pacific) Scommerce• Seedcom• Shinhan Financial Group GIB• Shinhan Securities Vietnam• Silicon Straits• Smilegate Investment • Sonus• SSI Asset Management• Standard Chartered Private Equity

Managers (Hong Kong)• Steadfast Group

• Strategic Year Holdings• Sumitomo Corporation Asia & Oceania• Sumitomo Mitsui Banking Corporation• Tael Partners• Tale Technologies • Tale.city• TAU Investment Management• Temasek• Templeton Emerging Markets Group• The Abraaj Group• The Carlyle Group• Tiki Corporation• Tiki.vn• Tor Investment Management• TPG Capital• Triip.me• Trung Hau Construction Group• U.S. Consulate Ho Chi Minh City• Up coworking space• Van Khanh Corporation• VCCorp• Velocity Ventures Vietnam• Vickers Venture Partners• Vietnam Australia International School• Vietnam Investments Group• Vietnam Oman Investment; State General

Reserve Fund• VIISA Fund / FPT Ventures• VinaCapital Corporate Finance• Vinataba – Philip Morris • VINCI Highways• Vingroup Ventures• VNG Corporation• WebTretho• WeFit• Wilmar CLV• Wonik Investment Partners • YSS Capital Management• Zephyr Management

FEATURED DELEGATE COMPANIES THAT HAVE PREVIOUSLY ATTENDED AVCJ VIETNAM INCLUDE:

• Over 200 participants from 10 countries and more than 125 companies in attendance

• 30 speakers• Attended by 85+ Senior Industry Professionals from around the world (LPs, GPs, VCs, FoFs)

BY TITLE BY COUNTRYBY TYPE OFCOMPANY

Supporting Partners Media Partner

Vietnam Forum


SPEAKERS

Leading GPs and LPs confirmed are

Nguyen Cong AiSenior Partner, Head of Strategy GroupKPMG TAX AND ADVISORY LIMITED (KPMG VIETNAM)

Huai Fong ChewRegional Lead for the East Asia & the Pacific PE Funds teamINTERNATIONAL FINANCE CORPORATION

Warrick A. CleineChairman and Chief Executive OfficerKPMG VIETNAM AND CAMBODIA

Thuy Vu DropseyExecutive Director, Co-head of ASEANAFFIRMA CAPITAL

Nguyen Phan DzungDeputy CEOSSI ASSET MANAGEMENT CO,. LTD

Pham Vu Thanh GiangCo-founder and Customer Experience OfficerGENE FRIEND WAY, INC (GENETICA)

Gabriel Ho Ji-MinManaging DirectorDYMON ASIA PRIVATE EQUITY

Trung HoangPartnerVINACAPITAL VENTURES

Danny HwangFounder & CEONPX POINT AVENUE

David IrelandSenior PartnerNAVIS CAPITAL PARTNERS

Joseph KhooMember of Management, Private EquityPARTNERS GROUP (SINGAPORE) PTE. LTD.

Nguyen Trung KienCo-founder and Vietnam Country PartnerASIA PARTNERS

Hongjin KimManaging Director / Growth CapitalSTIC INVESTMENTS

Dorothea KooPartner, Hong KongBAKER MCKENZIE

Thomas KronsbeinVice PresidentDEG – DEUTSCHE INVESTITIONS- UND ENTWICKLUNGSGESELLSCHAFT MBH

Bert KwanManaging PartnerBDA CAPITAL PARTNERS

Keynote

Christina GawManaging Principal & Head of Capital MarketsGAW CAPITAL PARTNERS

Vietnam Forum


Thomas LanyiManaging DirectorCDH INVESTMENTS

Janice LeowManaging DirectorBARING PRIVATE EQUITY ASIA

Trung Anh NguyenCEOPHOENIX HOLDINGS

Jef PeetersCEOHANOI FRENCH HOSPITAL

Sam RobinsonManaging PartnerNORTH-EAST PRIVATE EQUITY ASIA

Leon SantosDeputy Managing Director-Private CapitalVINACAPITAL

Chung SeckPartnerBAKER MCKENZIE (VIETNAM)

Manisha ShahChief Financial OfficerMOMO

Edward F. SippelManaging DirectorTA ASSOCIATES

Shuyin TangPartnerPATAMAR CAPITAL

Yee Hean (Ian) TeoPrincipal Investment SpecialistASIAN DEVELOPMENT BANK

Ryan WeiHead of APAC, Global Development and M&ARESTAURANT BRANDS INTERNATIONAL (RBI)

Xiaying ZhangHead of SingaporeHAMILTON LANE

Leading GPs and LPs confirmed are

SPEAKERS

Chairperson

TIM BURROUGHSMANAGING EDITORASIAN VENTURE CAPITAL JOURNAL

Vietnam Forum


THURSDAY, MAY 27, 2021

PROGRAMME

08:50 Opening remarks

09:00 Keynote address

09:30 Networking break

09:45 Vietnam private equity: Capturing the opportunity

As private equity deal flow begins to pick up again, Vietnam promises to maintain its place as a hotspot for investment. An early and effective response to COVID-19 meant that most businesses were able to get back on track after only a short hiatus, contributing to Vietnam’s resilient growth numbers amidst the global slowdown. The country will also 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:• What is the outlook for deal flow, execution, and exits?• How does Vietnam compare with its Southeast Asian

peers?• How will Vietnam’s trade deals with the UK and EU

affect deal flow?• When will the pace of the privatisation process pick

up, and what opportunities will it present for investors?


10:45 Cross-border: An ideal destination

Vietnam has become one of the most attractive destinations for investment in Southeast Asia in recent years, and the Vietnamese government is keen to see this trend continue. In January 2021, the revised Law on Investment came into effect, and while foreign ownership thresholds and some administrative obstacles remain, the general sentiment is positive and should promote foreign direct investment, 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 and prospects in Vietnam.• What are the main drivers behind cross-border activity

in Vietnam?• To what extent will the revised Law on Investment

attract more foreign investors?• How are cross-border investors utilising on-the-

ground resources and partners to evaluate targets in the current climate?

• What legal challenges do cross-border investors often face, and how can they be overcome?


11:45 Operational value-add: Shifting dynamics

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 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 industry professionals will share their updated playbook for value creation.• What are some of last year’s lessons in terms of crisis

management?• How do private equity firms and portfolio companies

view control, and how can both sides develop a trusting relationship?

• What protocols can private equity firms put in place to ensure proper corporate governance?

• How can investors leverage technology to enhance value creation in portfolio companies?

12:30 Intermission

14:00 Consumer: A growing attraction

Vietnam’s consumer sector has garnered significant attention from private equity firms in recent years due to 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 equity and corporate leaders discuss their outlook and growth strategies as competition heats up within the consumer space.• What is the outlook for Vietnam’s consumer sector,

and is there a fear of overcrowding?• Which sub-sectors are most appealing to investors,

and why?• What are some of the challenges to generating returns

from this sector, and how can companies overcome this?

• How will innovative business models challenge traditional players?


15:00 Presentation: Bridging the infrastructure gap: The Vietnam story


Vietnam Forum


PROGRAMME15:45 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?


16:45 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

If you have a discount code, please insert:

Contact us Registration enquiries: Anil Nathani t: +852 2158 9636 e: [email protected] opportunities: Michael Lui t: +852 2158 9659 e: [email protected] enquiries: Darryl Mag t: +852 2158 9639 e: [email protected] and media enquiries: Rachel Chan t: +852 2158 9665 e:[email protected]

AVCJ Private Equity & Venture ForumGlobal Perspective, Local Opportunity

150519

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.

BOOKING DETAILS Email this form to [email protected]

Early bird rate(by April 16, 2021)

US$199

Standard rate( after April 16, 2021)

US$299

Vietnam Forum

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Transcript of Vietnam Forum