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HKVCA Private Equity Fundamentals Course 2018

The Private Equity Fundamentals Course is organized annually by the HKVCA and provides participants with an in-depth examination and analysis of private equity and venture capital. It is especially relevant for those individuals who are seeking greater technical and practical know-how, either to increase their base knowledge or as an effective way to refresh their existing professional skill set. Made up of a series of six purpose-developed modules and a case study session, the Private Equity Fundamentals Course has proven particularly helpful for those keen to further develop their practical competencies and gain additional industry insights.         

With deep knowledge and understanding of the processes underpinning the development of a firm, leading industry practitioners and experts with unmatched experience in deal-making, deal protection and the allocation of risk, structuring, company value-creation and exits will teach each module. Drawing on actual case studies, the instructors will try to illustrate how investors finance through the different stages of a company’s lifecycle, and explain financing as financial intermediaries practice it. The course also includes a curated section devoted specifically to ESG, which plays an increasingly important role in today’s investment practices and decisions.

 Date Time Session Venue CPT/CPD  Download Flyer 
3 Sep 09:30-13:00  Module 1: PE Basics HKU MBA  Centre 3
3 Sep 14:00-17:30 Early Stage Investment HKU MBA  Centre 3
10 Sep   10:00-12:30 Module 2: The Investment Decision HKU MBA  Centre 2
11 Sep 14:00-17:20 Module 3: Valuation/ESG/“High Level” Tax Issues HKU MBA  Centre 3
9 Oct 14:00-17:15 Module 5: Post Investment HKUST Business School 3
10 Oct 11:00-14:30 Module 6: Tax/ Fundraising KPMG Office 3
15 Oct 09:30-12:35 Module 4: Transaction Documentation HKU MBA  Centre 2.5
23 Oct 14:00-17:15 Case Studies: CVC / HKBN & Pacific Coffee HKUST Business School 3
Venue:   The University of Hong Kong (HKU MBA Centre): B2, The HKU Town Centre, 3/F, Admiralty Centre, HK
  Hong Kong University of Science and Technology (HKUST Business School): HKUST Business School Central, 15/F, HK Club Building, Central, HK
  KPMG Office: 8th Floor, Prince’s Building, 10 Chater Road, Central, HK


Register in a group of 2 or more from the same company and enjoy a 10% discount.

  HKVCA Member Non-Member
 Per Module HK$1,300  HK$2,600 
 Case Studies HK$1,300  HK$2,600 
 All 8 Sessions HK$8,300  HK$16,600 





CPT and CPD points can be claimed after attending each sessions.

Certificate will be granted upon completion of each session.

Participants who would like to claim CPD points have to update their Mandatory CPD Training Records with the CPD points for the course.

Cancellation must be made in writing at least 7 working days prior to the event. No refund will be made thereafter.
Registrations cancelled will receive a refund, minus a HK$300 cancellation processing fee.

Module 6 sponsored by


Supporting Organisations:   


Case Studies: CVC / HKBN & Pacific Coffee   23 October (Tue)
14:00 - 17:15  |  HKUST Business School
• CVC/ Hong Kong Broadband - From MBO to IPO in < 3 Years
Alvin Lam
CVC Capital Partner
Andrew Wong
Hong Kong Broadband Network
Roger King
Adjunct Professor of Finance
Winnie Peng
Adjunct Assistant Professor in Finance
• Pacific Coffee – Evolution of Business through PE Investment Rounds
Roger King
Adjunct Professor of Finance
Winnie Peng
Adjunct Assistant Professor in Finance
Oscar Chow
Managing Director
Polaris Holdings


*Information on this page is subject to change.