Main Conference Day 2Wednesday, 17 June 2026

As China remains the world’s second-largest VC market, how are innovation priorities shifting across AI, deep tech, semiconductors, biotech and robotics, and what distinguishes today’s winners from past tech cycles? How is geopolitics reshaping the country’s priorities? Against this backdrop, what continues to make China a compelling market for long-term private capital investment?

With Asia set to add over 3 billion middle-class consumers in the next 5-10 years, where is private capital most effectively capturing this consumption growth? How do different parts of Asia fundamentally differ in their opportunity sets? How is the evolution of insurance-wrapped wealth products reshaping capital formation for private markets in Asia? In frontier Asian markets such as Pakistan, what does it take to turn structural potential into investible, scalable private capital opportunities?

With investor morale shaken by scandals in the region, what concrete shifts are underway to restore investor confidence in Southeast Asia? In a region where the top consumer markets rival a single developed economy, are the winners mass-market domestic plays or export-driven models? How deep is Vietnam’s AI and engineering talent pool today, and where is it already translating into commercially viable business? Which investment models are resonating most with GCC investors as they rebalance from the US towards Asia?

Which emerging markets offer the most viable conditions for private credit today? Is mezzanine in emerging markets smart credit, or just equity risk in disguise? Beyond yield, how is private credit being used more creatively and what does this mean for liquidity and value realisation in EM portfolios? What lessons from more mature private credit markets can be applied to those still in the growth stage?

As emerging markets prioritise healthcare sovereignty, from local vaccine production to domestic manufacturing mandates, where are the most investible opportunities for long-term private capital, and what capacity gaps still need to be solved? Where is the sector delivering growth across pharma, medtech and women’s health, and how are specialist investors capturing resilience without sacrificing returns? Beyond AI hype, which innovations are transforming healthcare outcomes in emerging markets today, from diagnostics and biosimilars to fertility and preventative care, and how scalable are these models across regions?

Where are the biggest opportunities for developing critical infrastructure and resilience in the Caribbean? In what ways is Jamaica emerging as a standout case? How can tools such as PPPs, blended finance and catastrophe bonds offer private investors stable, long-term, risk-adjusted returns?

As Poland, the Czech Republic and the Baltics continue to outperform, does CEE still warrant an emerging markets risk premium, or is the region being structurally mispriced? How is the current geopolitical environment reshaping investment priorities across CEE, and what impact is this having on risk perception and capital allocation decisions? In what ways is private credit, including mezzanine and structured solutions, supporting growth, resilience and capital formation across the region? Why is CEE increasingly emerging as a relocation and scale-up hub for technology talent, and how are investors capturing value from this shift?

With Turkish GPs delivering growth and fundraising restarting, how can local and global investors capitalise on this momentum? How are seasoned investors distinguishing between structural challenges and cyclical noise in Türkiye today? Which key sectors are taking centre stage today?

Have sustainability and DEI in emerging markets become harder, but ultimately more credible, as capital tightens and sentiment declines? Highlighting some of the biggest impact success stories and forward-thinking players to have emerged from emerging markets. What lessons should the next generation of private markets take forward? Each panellist will close with one clear call to action for the audience.