Mastering private equity investment - Workshop 2019

Overview

When the investors intend to participate into private equity investment project, what are the procedures involved in a general deal cycle from the beginning till the stage of exit? Should there be third parties involved in the deal? What are their values and responsible for during the deal cycle? This workshop aims to provide you with an overview of private equity/ principal investment.

Key topics covered:

• Introduction of private equity investment
• Private equity investment deal cycle
• Private equity investment analysis
• Case studies
• Q&A

Trainer profile:

So Chiu Fung, Executive Director, Huscoke Holdings Limited

Mr So worked at the direct investment team of China Merchant Securities International and he focused on private equity investments and was responsible for carrying out the setup of investment fund, due diligence, post-investment monitoring, divestments and deal sourcing. Mr. So also had secondary market investments experience from being a portfolio manager of a family office and an index analyst at Morgan Stanley Capital International. He has more than 10 years of private equity investment experience.

Objectives

• Understand what private equity investment is and the forms of private equity investments
• Discuss the development of private equity business in Hong Kong nowadays
• Explain the fundamentals of a full private equity investment deal cycle
• Identify the key terms of investment contracts
• Recognise what are the key information that is required for investment analysis
• Locate private equity investment opportunities/Business Development/Principal investment

Audience

This workshop is suitable for finance professionals, accountants, relationship managers and investors.