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HKVCA Private Equity Fundamentals Course 2018

The HKVCA’s Private Equity Fundamentals Course offers a comprehensive analysis of the private equity and venture capital business. It provides in-depth technical and practical know-how for those individuals seeking to increase their knowledge or who want to energize and elevate their existing skill set. Specially developed modules mean that the course is particularly helpful for those who are keen to enhance their practical competency and gain greater industry insight. 
 
Providing a deep understanding of the mechanism underpinning the development of a firm, leading industry practitioners and experts with unparalleled 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 see it. This year’s course will also include a curated section devoted specifically to ESG, given its growing importance and role in investment practices and decisions.
 Date Time Session Venue CPT  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
17 Sep 14:00-17:05 Module 4: Transaction Documentation HKU MBA  Centre 2.5
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
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 NOW

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 

   

 

 

Certificate will be granted upon completion of each session.

Module 1: PE Basics  3 September (Mon)
09:30 - 13:00  |  HKU MBA Centre
• Opening Remarks  
Representative from HKVCA
• Introduction to Private Equity  
K.O. Chia
Director
Grace Financial

 

• Private Equity in Asia  
Pratima Divgi
Investment Manager
Aberdeen Standard Investments

 

• Established PE Funds  
Sean Murphy
Counsel
Shearman & Sterling
 
Anil Motwani
Associate
Shearman & Sterling
• Invest in China  
Marcia Ellis
Partner & Co-Head of
Asia Private Equity practice
Morrison & Foerster
 
Catherine Liu
Associate
Morrison & Foerster
Early Stage Investment 3 September (Mon)
    14:00 - 17:30  |  HKU MBA Centre
• Introduction and Overview of the Early Stage Investment
• How Investors Screen Deals: The Selection Process and Criteria
• The Valuation of Early Stage Investment
 
Duncan Chiu
Managing Director
Radiant Tech Ventures
 
Michael Chow
General Partner
Radiant Tech Ventures
• Negotiation and Term Sheets  
Representative from DLA Piper
• Post Investment and Exit
• Entrepreneurship: What Makes a Successful Entrepreneur?
 
K.O. Chia
Director
Grace Financial
Module 2: The Investment Decision 10 September (Mon)
10:00 - 12:30  |  HKU MBA Centre
• Deal Sourcing/ Preliminary Assessment of a Potential Deal
• Investment Committee Proposal
• Due Diligence
 
TBC
• Deal Financing  
Joseph Ferrigno
Managing Partner
AMCG Partners
Module 3: Valuation/ESG/“High Level” Tax Issues 11 September (Tue)
14:00 - 17:20  |  HKU MBA Centre
• Valuation Issues  
Robert Kwok
Managing Director, 
Transaction Advisory Services
Ernst & Young
• ESG  
Alvin Lam
Principal 
CVC Capital Partner
• “High Level” Tax Issues  
Patrick Yip
Tax Partner
Deloitte China
Module 4: Transaction Documentation  17 September (Mon)
14:00 - 17:05  |  HKU MBA Centre
   
Simon Cooke
Partner & Global Co-Chair of
the Private Equity Practice
Latham & Watkins
• Deal Protection and Risk Allocation Issues  
Amy Beckingham
Partner
Latham & Watkins
   
Frank Sun
Partner
Latham & Watkins
• Non-leveraged Transactions/VC Transactions  
Rocky Lee
International Partner
King & Wood Mallesons
• Buyouts  
Christopher Kelly
Partner
White & Case
 
Andrew Bishop
Local Partner
White & Case
Module 5: Post Investment  9 October (Tue)
14:00 - 17:15  |  HKUST Business School
• Management of Portfolio Companies  
John Levack
Vice Chairman
HKVCA
• Exit Strategies  
Miranda Tang
Managing Director
CLSA Capital Partners
 
Michael Chan
Senior Vice President,
Marketing Development Division
HKEX
Module 6: Tax/ Fundraising   10 October (Wed)
11:00 - 14:30  |  KPMG Office
• Understanding the Accounting of Private Equity Funds  
Arion Yiu
Partner
KPMG Hong Kong
• Fundraising  
Mounir Guen
CEO
MVision
• Tax Considerations in Structuring PE funds  
Malcolm Prebble
Partner
KPMG China
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
Principal 
CVC Capital Partner
 
NiQ Lai
COO
Hong Kong Broadband Network
 
Roger King
Adjunct Professor of Finance
HKUST
 
Winnie Peng
Adjunct Assistant Professor in Finance
HKUST
• Pacific Coffee – Evolution of Business through PE Investment Rounds  
Oscar Chow
Managing Director
Polaris Holdings
 
Roger King
Adjunct Professor of Finance
HKUST
 
Winnie Peng
Adjunct Assistant Professor in Finance
HKUST