Asia-Pacific Forum

Transcription

Asia-PacificForum6 October - Four Seasons Hotel Hong Kong & OnlineLEAD SPONSORCO-SPONSORSCOCKTAIL SPONSOR

WelcomeRECONNECT WITH THE COMMUNITYNetwork safely and efficiently at this year’s Debtwire Asia-Pacific Forum.Strategically scheduled for 6 October in Hong Kong, The 6th Annual Debtwire Asia-Pacific Forum willprovide a highly productive opportunity for the private credit and distressed debt community to meet,interact and conduct business both in-person and online.The DW Forum will bring key members of the industry together in a controlled environment thatallows safe and productive networking while also providing multiple opportunities to interact with fundmanagers, banks and advisors from across the globe via our best-in-class virtual platform.GET INSPIRED BY THE BEST CONTENTThis year’s conference, as always, will feature an editorially driven program developed from monthsof research with key market participants, covering the most important topics for the community toevaluate the investment playbook for 2021 and look forwards to 2022. What are the key macroeconomic factors affecting the outlook for Asian credit? Will China see a further uptick in distressed debt situations and high-profile defaults? Where do the pockets of opportunities lie for direct lending in Asia-Pacific? Which markets and segments within the real estate sector offer the most potential for returns? How will major bankruptcies and withdrawal of banks affect the trade financing landscape?

Mamimize the ROI on your timeMeet, mingle and catch up with your industry peers, business partners and other like-mindedprofessionals at an event that brings the key professionals from the industry together.We expect a diverse audience of senior level delegates including: Investors – Fixed income traders, Hedge fund investors, International and Asian LPs andFamily offices Banks – Investment bankers Legal - Lawyers Corporates – Corporate executives Advisors – Financial advisors and Management consultantsA snapshot of the investors that have participated: ACREAllianceBernsteinAlternative Investments GlobalAnchorage Capital GroupANZApollo Global ManagementAres SSGArgyle Street ManagementArkkan CapitalAsia AlternativesAsia Research & Capital ManagementAsian Development BankAspen Hill PartnersAvenue CapitalBain CapitalBank of America Merrill LynchBaring Private Equity AsiaBFAM PartnersBlackRockBlackstoneCantor FitzgeraldCarVal InvestorsCDH InvestmentsCerberusChina Cinda (HK) Asset ManagementChina Everbright Asset ManagementChina Great Wall Asset ManagementChina Life Franklin Asset ManagementChina Orient Asset ManagementSUPPORTING ORGANISATIONS CICCCLSACredit SuisseDavidson KempnerDeutsche BankDignari Capital PartnersDouble HavenEastspringEdelweissFarallon Capital AsiaFidelityGF Global CapitalGlobal Alternative FundsGoldman SachsHarvest Global InvestmentsHPS PartnersHSBCHuatai InternationalICBC InternationalJ.P. MorganKKRKotak Special Situations FundLIM AdvisorsLone Star FundsMacquarieManulife Asset ManagementMBK PartnersMetrics Credit PartnersMorgan Stanley Muzinich & CoNikko AMNomuraOaktree CapitalOasis ManagementOCP AsiaOlympus Capital AsiaPacific Equity PartnersPAGPartners GroupPhoenix Property InvestorsPICC Asset ManagementPIMCOPing AnSC LowySixth Street PartnersSSG AdvisorsStandard CharteredSMBCSunsuperTemasekTor Investment ManagementUBS Asset ManagementVarde PartnersVontobel Asset ManagementWu Capitaland many more.

Debtwire Asia-Pacific Forum GOES HYBRIDONE COMMUNITY, TWO WAYS TO BE PART OF ITALL DELEGATES WILL HAVE ACCESS TO THE VIRTUAL PLATFORMDebtwire Asia-Pacific Forum is a hybrid experience connecting our in-person and virtual attendeesfrom across the globe on one community platform.Your virtual pass allows you to access cutting-edge interactive panel discussions, briefings, casestudies and live Q&A sessions. For our attendees in Hong Kong, you will have a front row seat to all thecontent, access to the networking functions along with the feeling of being back with your peers tomeet face-to-face. All attendees will be live on the networking platform so you can connect with thewhole community from the comfort and convenience of your device wherever you are in the world.Debtwire Asia-Pacific Distressed Debt Forum 2020Key features of the immersive virtual passWatch LiveYour front row seat to watchpanel discussions, presentationsand fireside chats from thoughtleaders.24On-demandReplay all sessions at yourconvenience so you never missthe content and experts that arekey to your business.Video meetingsMessage and arrange face-toface video call with your fellowparticipants. Promote your fundand services to the people whomatter to you.VirtualroundtablesJoin interactive roundtables todiscover new opportunities in themarket. If you’ve missed face-to-faceengagement with the industry thisyear, don’t miss this opportunity toconnect and be part of interactivediscussions with your peers.Audience InteractionOur proprietary online platformenables you to take part in live Q&Asessions and audience polls. Getthe in-depth answers in real-time.Physical &Virtual ExpoBrowse the expo hall and learnmore about the exhibitor’s servicesand products. Access educationalresources and videos and chat withthe team face-to-face or online.

SpeakersMeet the speakersNitish AgarwalTony DaiCEO and CIOORION CAPITAL ASIAManaging DirectorDCL INVESTMENTSDaniel AndersonOmar DapulPartnerROPES & GRAYInternational Head of SolutionsEngineeringALLVUE SYSTEMSDhiraj BajajChaim EstulinHead of Asia CreditLOMBARD ODIERCo-Managing EditorDEBTWIRE ASIA-PACIFICAngelina BoppMark FogleHead of Credit Managed AssetsMUFG BANK, LTD.Managing Director, Head of Real EstateBARING PRIVATE EQUITY ASIAVaibhav ChadhaSoumendra GhoshManaging Director, Head of AsiaDistressed Debt & Special SituationsCANTOR FITZGERALDChief Investment OfficerVIVRITI ASSET MANAGEMENTDr. Sean ChangBharat GuptaHead of Fixed Income and CashManagementPING AN OF CHINA ASSETMANAGEMENT (HONG KONG)Senior VP & Regional Head TSF – Asiaand EMEAOLAM INTERNATIONAL LTD.Grant ChienMomchil IvanovManaging DirectorBENTALLGREENOAKHead of Structured Trade / GlobalTransaction Banking, Asia PacificBANCO SANTANDER, S.A., HONGKONG BRANCHRobert CiemniakNitin JainFounder and Chief AnalystREAL ESTATE FORESIGHT LTDHead of Treasury and Capital MarketsAGROCORP INTERNATIONAL PTE LTD.

SpeakersMeet the speakersEdwin KamNeeraj SethDeputy Chief Investment OfficerVALUE PARTNERS LIMITEDManaging Director, Head of Asian CreditBLACKROCKHoward LamBryant M. Stone IIPartnerLATHAM & WATKINSManaging DirectorTOR INVESTMENT MANAGEMENTReuben LeeRod SuttonManaging DirectorKAI INVESTMENT MANAGEMENTSpecial AdvisorFTI CONSULTINGAlex LiuRon ThompsonHead of Fixed Income ResearchTAIKANG ASSET MANAGEMENT(HONG KONG) COMPANY LIMITEDManaging DirectorALVAREZ & MARSALJintao LiuKurkye WongHead of Credit InvestmentARTE CAPITAL MANAGEMENTExecutive DirectorARGYLE STREET MANAGEMENTLIMITEDLuc MongeonAlex WuManaging EditorDEBTWIRE ASIA-PACIFICExecutive Director, Mezzanine andCreditCDH INVESTMENTSRyan PatwellLucy WuHead of ResearchDEBTWIRE ASIA-PACIFICCounselROPES & GRAYSabita PrakashChristina ZhengManaging DirectorADM CAPITALChief Investment OfficerCARVAL WENSHENG INVESTMENTMANAGEMENT

Programme08:30Registration08:55Welcome remarks09:00Keynote address09:30What is next for Asian credit?Most Asian economies have begun the journeytowards recovery, albeit at a different pace, thanksto slowing infection rates and the roll out of massvaccination programmes. Fiscal and monetarypolicies remain accommodative, as governmentscontinue to ensure sufficient support for theeconomy. However, a gradual withdrawal of reliefmeasures may be on the horizon, which could leadto asset deterioration in certain sectors and a rise indefaults. Our panellists look ahead and discuss whatto expect for Asian credit. What are the key macroeconomic factors affectingthe outlook for Asian credit? What makes Asian credit stand out, and how doesit compare with U.S. and European markets? To what extent has risk appetite increased frominvestors? How will recovery play out in various marketsacross Asia, and what are the opportunities andchallenges ahead for credit investors?10:3011:00All eyes on ChinaThe Chinese distressed debt market has takencentre stage. The government’s deleveraging push,coupled with the pandemic, has resulted in a waveof distressed debt situations, including severalhigh-profile defaults this past year, and this upwardtrend is expected to continue. Nevertheless, despitethe promising outlook, foreign involvement has yetto reach a significant level, as few managers havethe capacity or experience to efficiently navigatethe fragmented market. Our panel of experiencedinvestors and advisors discuss the outlook fordistressed debt in China. Will the market see a further uptick in high-profiledefaults, and what can be learnt from last year’sactivity? How do investors view the ongoing situationregarding China Evergrande? What are the opportunities and challenges forforeign managers looking to invest in China NPLs? To what extent will the further opening of theonshore bond market appeal to foreign investors?11:45Direct lending: Taking off in Asia-PacificCompared to the saturated landscapes of the U.S.and Europe, direct lending in Asia-Pacific representsa developing market with plenty of potential. Despitethe traditional dominance of banks in the region,more opportunities have emerged, especially in themid-market space, for private lenders to step in andprovide funding where banks may not be positionedto do so. While returns are promising, managersmust tread carefully, as the fragmented nature ofAsia-Pacific requires sophisticated planning indifferent markets and navigating a variety of complexregulations. Our panellists take a deep dive intodirect lending in Asia-Pacific. Where do the pockets of opportunities lie fordirect lending in Asia-Pacific? Will there be an influx of foreign players looking toenter, and how will this shape the outlook for directlending? What is unique about the structures used byprivate lenders in the region? What are the top risks and challenges to directlending in this fragmented market?12:45Networking lunchNetworking break

Programme13:4514:30Seizing the potential of real estateReal estate credit strategies have becomeincreasingly popular amongst fund managers, giventhe tightened conditions for traditional lendersand attractive risk-adjusted returns. Across Asia,although logistics and data centres proved resilientduring the outbreak, office and retail spacesstruggled. As such, this could lead to distressed ordiscounted deals for investors. At the same time,the Chinese government’s crackdown on excessiveborrowing by the real estate industry couldcreate opportunities for private debt investors, asdevelopers rush to shift debt off the balance sheet.Our real estate experts assess the landscape forcredit in the sector. To what extent will the “three red lines” policy fueldemand for private credit in China, and in whatways can lenders participate? In other parts of Asia, which segments within thereal estate sector offer the most potential forreturns? What types of strategies are managers deployingin this sector? What are the key challenges to real estate lending,especially in China, and how can investorsovercome them?Spotlight: Commodities and trade financingThe commodity trade finance industry was hithard by a number of bankruptcies and fraudscandals in 2020. This led to a significant shift indynamics within this segment, with major banksnow reconsidering their exposure and positioning.Despite the losses incurred by lenders, fundmanagers and industry experts remain upbeatabout the outlook for trade financing and believethat there are plenty of investment opportunitiesahead, especially for those who maintained a strongrecord of risk mitigation. Our panellists explorewhat the future holds for commodities and tradefinancing, as well as the distressed opportunitiesarising from this market. What were the key reasons behind major collapsesin the region, and how can they be avoided in thefuture? How will banks scaling back affect the tradefinancing landscape? How should investors evaluate risk whenconsidering this segment? What distressed investment opportunities haveemerged as a result of the recent collapses?15:15Networking break15:45The road ahead for South and Southeast AsiaThe pandemic continues to impact countriesacross South and Southeast Asia, especially invulnerable sectors such as hospitality and retail.Although governments have offered temporaryrelief to struggling companies, not all are going tocome through unscathed, with distressed investorslooking to capitalise on attractive targets. Ourpanel will provide an investment outlook for thetwo regions, as well as discuss practical ways toapproach distressed opportunities and specialsituations, especially in India and Indonesia. Which markets and sectors in Southeast Asia havethe most opportunities, and what will investors lookfor in targets? What are the different strategies available for debtrestructuring in Indonesia? How will the backlog from RBI’s relief measuresaffect India’s distressed landscape? Will insolvency continue to be the preferredresolution mechanism in India, or will we seealternative pre-insolvency mechanisms?16:45End of conference

If you have a discount code, please insert:Debtwire Asia-Pacific Forum 2021Email this form to book@avcj.comBOOKING DETAILSStandard rateIn-Person TicketUS 1,295Virtual PassUS 499COVID-19 update:We are continuously monitoring developments globally as we prepare for this event. Please be assured that, the health and safety of our delegates,speakers, partners and staff are our highest priority. Appropriate measures and changes will be made if the situation changes. We will follow all officialhealth and travel guidance and precautions from the World Health Organisation and local government authorities, and encouraging our delegates todo the same. If for any of the above reasons or other unforeseen circumstances, Debtwire reserves the right to switch the Forum to a fully virtual event.In-person ticket fees include the one-day conference, refreshments and luncheons, one evening reception and all conferencedocuments. Virtual pass fees include the virtual forum pass, networking tool, and all conference documentsRegistration detailsPlease complete your details below in BLOCK CAPITALS or attach your business card.Mr/Mrs/MsFirst nameLast nameJob titleCompanyAddressCityCountry/ RegionTelephoneE-mailPost/zip codeTo comply with HKSAR regulations on events, 75% of the attendees need to be fully vaccinated. To allow us to plan properly, would you be able to please indicate your vaccination status? YesNoPayment detailsCredit card: (US )VisaMasterCardAmerican ExpressCard no.Credit card country issueExpiry dateSecurity codeCredit card billing addressName on cardSignatureCancellation / substitution policy: A cancellation charge of US 300 for in-person or US 100 for virtual platform is applicable to written cancellations received on or before 22 September 2021. Norefund will be made for cancellations after the date due to our advance guarantee obligations and administration costs. If you do not attend the event or notify us of your intention to cancel, the full feewill still be payable. 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 29 September 2021. All payments should be made immediately. Regrettably,no entrance will be permitted for payments not received before the event takes place.Venue and AccommodationFOUR SEASONS HOTEL HONG KONGAddress: 8 Finance Street, Central, Hong KongTelephone: 852 3196 8888Website: www.fourseasons.com/hongkongDelegates need to contact Four Seasons Hotel Hong Kong directly. Please check the best room rate from hotel website.Contact usRegistration enquiries:Speaking opportunities:Sponsorship enquiries:Marketing and media enquiries:Anil NathaniMichael LuiDarryl MagMeian Chant: 852 2158 9636t: 852 2158 9659t: 852 2158 9639t: 852 2158 9649e: book@avcj.come: michael.lui@acuris.come: sponsorship@avcj.come: Meian.Chan@acuris.com

Network safely and efficiently at this year's Debtwire Asia-Pacific Forum. Strategically scheduled for 6 October in Hong Kong, The 6th Annual Debtwire Asia-Pacific Forum will provide a highly productive opportunity for the private credit and distressed debt community to meet, interact and conduct business both in-person and online.