AGENDA

17 October 2019 (Thursday)

08:30 AM

REGISTRATION AND MORNING TEA

09:00 AM

OPENING ADDRESS

Azman Jaafar
Managing Partner, Chairman,
RHTLaw Taylor Wessing
ASEAN Plus Group

09:10 AM

KEYNOTE SPEECH

Guest-of-Honour

SMS Chee Hong Tat
Senior Minister of State, 
Ministry of Trade and Industry
Ministry of Education

09:30 AM

PANEL DISCUSSION

US-China Trade Tensions: An ASEAN Perspective

“When elephants fight, it is the grass that suffers”.

Already, economists are noting the ill-effects of trade tensions between the 2 biggest economies in the world. The conflict threatens to derail a period of steady economic growth. ASEAN is not spared, as both countries are the region’s biggest trading partners as well.

    • There has been a notable shift for manufacturing from China to Vietnam and Cambodia. Is this the new status quo or just a temporary measure?
    • To what degree is ASEAN exposed to the trade tensions? Who will reap the benefits and who stands to lose the most?
    • What has the effect been on the ground? How does it affect citizens and businesses?
    • How can businesses go about hedging against economic risks?
    • Are we seeing a new era of the retreat of globalisation and the rise of protectionist trade policies?
    • Protectionist measures – is 21st century trade still a zero-sum game?
    • Depending on how the 2020 US Presidential Elections play out, what are the implications of:
         i.    A Trump re-election?
         ii.   A Democrat victory?
    • How has government policy changed towards the uncertain political landscape? Should we pick sides, or should we remain neutral and risk being marginalised by both superpowers

Moderator:

Pamela Qiu
Director, Economist Corporate Network, South-East Asia,
The Economist

Panellists:

Dr Chua Hak Bin
Senior Economist,
Maybank Kim Eng

Michael W. Michalak
Senior Vice President & Regional Managing Director
US-ASEAN Business Council

Pushpanathan Sundram
CEO,
Public Policy Asia Advisors

Rajeev De Mello
Chief Investment Officer, 
Bank of Singapore

10:15 AM

PANEL DISCUSSION

Opportunities and Risks in the Regional Commodities Market

Being situated in close proximity to major manufacturing hubs in Asia, and concurrently a large producer of many soft commodities, ASEAN has a strategic advantage when it comes to the commodities trade.

Given its geographical advantage, Singapore is also positioning itself as a Global Hub for commodities trading, providing a suite of services from innovation to dispute resolution. However, with the threat of trade tariffs, how will the ecosystem evolve to cope with new challenges?

    • The region relies heavily on US-China trade. With ongoing tariffs, will we see a redirection of trade flows? If so, where?
    • China has threatened to cut off rare earth supplies. What will this mean for high tech manufacturing in ASEAN?
    • The projected slowdown in global economic activity has created a lot of uncertainty. Global oil prices have been fluctuating and safe haven commodities such as gold have been rising steadily. How has this affected investor confidence in the region?
    • Singapore roadmap to become a Global Hub for commodities trading
    • How will risk be managed? Will this create more demand to hedge against risks through derivative purchases?
    • What is the outlook of the market in light of an uncertain global trade market?

Moderator:

Richard Tan
Partner,
RHTLaw Taylor Wessing

Panellists:

Foong Chong Lek
Vice President and Director, Equity Capital Markets, Global Sales and Origination,
Singapore Exchange (SGX)

Gregory Vandeler
APAC Head of Soft Commodities and TCF Coverage,
ABN AMRO Bank N.V.

Pierre Lorinet,
Non-Executive Director,
Trafigura Group
Puma Energy Holdings
Cofco International

Satvinder Singh
Assistant Chief Executive Officer,
Enterprise Singapore (ESG)

10:55 AM

MORNING TEA BREAK AND NETWORKING SESSION

11:20 AM

PANEL DISCUSSION

Indochina: The Next Market for China

The Indochinese region has benefitted largely from Chinese FDI in the region, amid US-China trade tensions. China is a key trading partner and the largest foreign investor in the region, capitalising on the region’s friendly tariff policies, rich natural resources, cheap labour costs and close proximity to the Chinese mainland. Foreign firms have also shifted production bases to the region to escape the geopolitical risks. According to Citi, FDI inflow into Vietnam increased by 69% between January to May this year.

    • For businesses who are heavily invested in Indochina, bearing in mind that China has great influence in the region, what should you do to benefit?
    • How have Indochinese countries been shifting their economic focus with China’s growing influence – manufacturing, infrastructure, real estate, and retail perspectives?
    • Vietnam and Myanmar as the new manufacturing heaven – is this a short-lived hype or a long-term destination?
    • Straits of Malacca – how can Singapore benefit as the key energy gateway?
    • Closing the region’s “infrastructure gap” – understand upcoming governmental efforts.
    • Towards a more connected region – What are the opportunities awaiting investors?
    • Short-term gains versus long-term impacts on the region
         i.    Local government’s efforts in investment priorities – what are the key growth drivers?
         ii.   Balancing short-term gains with long-term focus into high-tech spaces
    • How can local ASEAN SMEs grab a piece of China’s gigantic economic pie?
    • Understanding the government efforts on curbing the risk of trade imbalance which may potentially lead to new US trade tariffs.

Moderator:

Henry Huang
Managing Partner,
Grandall Law Firm (Shanghai)

Panellists:

Lawrence Yip
Senior VP, Planning & Business Development,
Sembcorp Development

Marvin Yeo
CFA, Founding Partner,
Golden Rock Capital

Dr Simon Vancliff
Chief Executive Officer, 
Worldbridge Sport Village

Stephen Ng
Chief Executive Officer,
China International Capital Corporation (Singapore)

12:00PM

PANEL DISCUSSION

Education: Building Resilience Through Investments

The education industry in South East Asia is rising dramatically in terms of scale, driven by the increasing demand from Asia’s growing middle class. The session will delve into this high-growth and fairly recession-resistant sector.

    • How are the education investors and operators capitalizing on the changing demographics, and rising affluence in South East Asia?
    • How to deal with the changing regulations across jurisdictions?
    • What are the cultural nuances and differences in the SEA markets?
    • How do we navigate the new opportunities within the SEA education market?

Moderator:

Yang Eu Jin
Partner,
Deputy Head Education Industry Group, 
RHTLaw Taylor Wessing

Panellists:

Atul Temurnikar
Co-Founder and Chairman, 
Global Schools Foundation (GSF) Singapore

Michael Sng
Chief Executive Officer & Managing Partner 
Chairman of the Investment Committee,
TAEL Partners

Raj Shastri
Partner, 
Kaizen Private Equity

12:40 PM

LUNCH BREAK AND NETWORKING SESSION

02:00 PM

KEYNOTE

Singapore as a Legal and Dispute Resolution Hub: Key Strengths and Service Offerings

Guest-of-Honour

SMS Edwin Tong, SC
Senior Minister of State, 
Ministry of Law
Ministry of Health

02:45 PM

PANEL DISCUSSION

When Trouble Strikes: Insolvency & Restructuring

    • An overview of international and cross-border laws governing insolvency and business reorganisations
    • The need for ASEAN to reform and harmonise its Insolvency and Restructuring Law
    • Singapore as a potential international debt restructuring hub
    • Case studies on international and cross-border restructuring
    • Trade disputes and enforcement of Court judgments

Moderator:

Zachary Ivan Scully
Legal Manager, 
RHTLaw Taylor Wessing

Panellists:

Chee Yoh Chuang
Senior Partner, Restructuring & Forensics, Corporate Advisory,
RSM Singapore

Luc Mongeon
Managing Editor,
Debtwire Asia-Pacific

Ricole Tan
Senior Managing Director,
Corporate Finance & Restructuring, 
FTI Consulting

03:25 PM

PANEL DISCUSSION

ASEAN's Challenges and Opportunities in the Tech Cold War

      • How can corporations be sure that their technology will not prevent them from having access to certain markets?
      • Where to locate R&D to ensure it will not be locked?
      • What technologies are most sensitive to trade wars (from dual techs to systemic technologies)?
      • What are ASEAN’s competitive advantages in this respect (R&D, talent pool, and manufacturing) and challenges (not be excluded from either PRC or US technology)?

Moderator:

Erwan Barre
Partner (Foreign Lawyer) & Co-Head of Technology, Media & Communications Industry Group, Asia,
RHTLaw Taylor Wessing

Panellists:

Ashwin Sanketh
Portfolio Manager,
Nikko Asset Management Group

Ramesh Munamarty
Senior Executive VP, Technology and Innovation,
International SOS

Thaddeus Koh
Co-Founder,
e27

04:05 PM

AFTERNOON TEA BREAK AND NETWORKING SESSION

04:30 PM

PANEL DISCUSSION

ASEAN Investment Market 2020: Opportunities Amidst the Chaos

    • Impact of the trade tensions on fundraising activities across the ASEAN region
    • Impact of the trade tensions on outbound M&A activities by Chinese firms in ASEAN as they look to diversify their supply chain
    • Will a general reduction in trade as a result of the tensions coupled with higher valuations translate to the optimistic forecast of the flow of investments into SEA?
    • Is ASEAN as a single trade bloc and their respective regulators doing enough to make the region attractive to take advantage of the opportunities?
    • Divestitures 2.0: Identifying lower risk assets and less trade-dependent regions.
    • Staying invested through the volatility and short-term pullback
    • ASEAN PE/VC Market Outlook 2020: Where is the dry powder located for deployment? 
    • Greater demand for rising expansion and growth capital funding
    • Adding organic values in the invested companies: understanding leadership and operational culture of in the region

Moderator:

Professor Annie Koh
V3 Group Professor of Family Entrepreneurship, Professor of Finance (Practice), Vice President, Business Development,
Singapore Management University

Panellists:

Ahmad Lutfi Abdull Mutalip
Managing Partner,
Azmi & Associates 

Mervin Teo
Vice President,
Quadria Capital

Than Su Ee
Managing Director,
China-ASEAN Investment Cooperation Fund

05:10 PM

PANEL DISCUSSION

Regional Smart Supply Chain

In an age of ecommerce and disruption, companies constantly seek to evolve and pre-empt change before competitors do. The logistics sector is one that is facing major challenges with regards to disruption, intense competition and cost cutting. Already, we see a reinvention of the supply chain, graced by the welcoming of technology, automation and data analytics, in a traditionally rigid industry.

    • How will it affect Singapore as a transhipment hub?
    • Possible harmonisation of standards in ASEAN to facilitate trade?
    • How can companies plan for their Supply Chain 4.0 strategy?
         i.     Utilising blockchain to track shipments and reduce losses
         ii.    Increasing flexibility through dynamic routing
         iii.   Data analytics to aid demand planning and inventory optimisation
         iv.   Intellectual property theft 
    • “Last Mile” delivery proves to be the hardest challenge when it comes to logistics. What are some of the ways governments can help facilitate?
    • Infrastructure and governance challenges when building up a supply chain network in an emerging economy

Moderator:

Abhineet Kaul
Senior Director, Public Sector & Government Consulting,
Frost & Sullivan

Panellists:

Anndy Lian
CEO,
SingDax

Erik Cheong
Co-Founder,
Park N Parcel

Francis Kwa
Senior General Manager,
Yusen Logistics Singapore

Dr Koh Niak Wu
CEO,
The Intelligent Warehouse

05:50 PM

CLOSING REMARKS

Azman Jaafar
Managing Partner, Chairman,
RHTLaw Taylor Wessing ASEAN Plus Group

OFFICIAL VENUE: SUNTEC SINGAPORE CONVENTION & EXHIBITION CENTRE