Southeast Asia’s Moment

January 20, 2023

Complete Film:

Part I: Welcome by Nancy Hungerford, Former Anchor, CNBC Singapore

Part II: The Case for Southeast Asia

Part III: Plan vs. Actual: Holding Ourselves Accountable to our 2019 Predictions

Part IV: Talent Flows in SE Asia's Innovation Ecosystem

Part V: Where are We in the Macro Cycle? When Will IPOs Return?

Part VI: Where and When Does GDP Growth Actually Lead to Value Creation?

Part VII: To Each Their Own: Regional Specialization in Building TMT Equity Value

Final Thoughts: Semiconductors, Vietnam's Sea Turtles, Bytedance Alumni, and Why the Founders of 2024-32 Will Change the World