Certified Trade Mission Capital Introductions

Hong Kong

November 28, 2018 - November 30, 2018

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Certified Trade Mission Capital Introductions

Hong Kong

November 28, 2018 - November 30, 2018

For all Alternative Asset Fund Managers
One-to-One meetings with pre-qualified investors
HNWI, Family Offices and Institutions
Dinner with the U.S. Ambassador

Key Features

One-on-one meetings with Hong Kong investors.

An opportunity to meet Hong Kong Institutional limited partner investors from the largest Insurance companies, Pension Funds, private family offices and private wealth managers.

A forum to exchange ideas and strategies with Hong Kong investors, other U.S.-based fund managers, and policy-makers from both Hong Kong and the United States.

Opportunities for intimate interaction between U.S. GPs and Hong Kong LPs

Promote U.S. PE, infrastructure, real estate and VC Funds

Introduce U.S. PE, infrastructure, real estate and VC Funds to Hong Kong LP’s

What are the cost benefits of participating in Trade Missions?

Testimonial

Thanks, Irwin. I enjoyed the event and met some folks that should be good LP prospects. As far as the event structure and organization — it was excellent. Had the potential of being total chaos but you and your team had everyone well prepared and kept things moving along nicely. Very professionally done. Also very little that I would have done differently.

— Robert Conrads, Colchis Capital

  1. Without the trade mission format, it would be impossible to set up 20-30 LP meetings in one day with pre-qualified potential LPs. It would require multiple days and multiple trips. This is a major benefit in terms of dollars, time and energy saved.
  2. The same level of meetings would probably require a minimum of two to three trips to meet the same number of high-level people. These additional trips alone are equivalent to or will cost more than the Trade Mission in terms of airfare and hotel.
  3. Without US Government support you would most likely need to hire a placement agent, which would be a significant up-front cash expenditure.
  4. A placement agent would also charge you a commission on your earned management fee and on your performance fee. There are no commissions charged on ANY investments you receive during the Trade Mission.
  5. There is a cost in time and energy involved in identifying prospects, securing contact info, contacting the prospects, convincing them to meet and then coordinating the schedule in an efficient manner. The Trade Mission takes place on one day and all the LPs come to your hotel. This is a major advantage and a significant save in time, expense and opportunity cost. As we all know, "Time is Money".
  6. The US Embassy is the "convener of stature" for the Certified Trade Mission which lends a prestige to the event, helps guarantee the quality of the attendees, and limits the attrition prior to the event.

Event Co-Chair(s)

Gary Sum, Chairman, Swiss Capital Group

Gary Sum has been Chairman of Swiss Capital Group since 2006. Swiss Capital Group is a Swiss heritage multi-family office with investment banking capabilities domiciled in Shanghai, Qianhai, Hangzhou, Wuxi, Hubei, Hunan, Hong Kong, Singapore, Sydney, San Francisco, London, Dublin, Paris, Liechtenstein and Switzerland; current exposures in financial, commodities, digital banking, fintech, healthcare, brand/IPR, art cultural, real estate assets, private equity and listco holdings totalling USD 30 billion.

Mr Sum has been an international Swiss banker for 25 years; was founding president of Bank of China’s first overseas private bank, and a former senior executive of UBS AG, EFG Bank and Royal Dutch Shell Group. He is a recognized chairman and keynote speaker in international financial summits (China Offshore, IQPC, Fleming Gulf, PTP International, Marcus Evans, Asia Risk/Incisive Media, Battle of the Quants) with appearances in money programs such as Reuters, CNBC, ET Now, Economic Times, Phoenix, IndiaFOC, CSTV, WiseMoney, SCMP, HKEx, Qianhai Forum, China CITE Summit, APEC Leadership Summit, TVB, S&P Dow Jones Indices etc.

He earned All-Asian-Leaders《Honesty is Soul》Chinese Merchants Award Accreditation 2011; ChaoShang TV《Patriotic Banking Professionalism》Program Interview 2012; CNBC Hangzhou Private Equity《Inside China’s Future》Interview 2013; TVB《Shanghai FTZ First Anniversary》Program Interview 2014 among other exposures.

He got a cultural-political vantage point on China’s multifaceted development as CPPCC Chaozhou Committee Member, 10th Term ; International Teochew Youth Federation Executive Director, 4th Term; Chairman, Financial Services Cmt, Guangzhou General Chamber of Commerce; Founding President, China HK Youth Board of Directors; Honorary President, China Investment Bankers Association; Founding President, Qianhai Finance Executives and Professionals Alliance; Deputy Secretary General, ActsHK; and Member of Presidential Council, China Big Bay Area Association.

He studied at HKU and earned a part-time MBA with Dean’s List equivalent grade from Chinese University of HK in 1999; is inaugural patron donor of King’s College Distinguished Leadership and Community Services Award and a tenor in the HKUAA Choir with vocal, orchestral and theatrical experience.

Timothy Shen, Chairman, Look’s Asset Management Limited

Mr. Timothy Shen is the Chairman of Huge Famous Investment Group and Look’s Asset Management Limited which is a SFC Type 1,4,9 licensed corporation and money lender in Hong Kong. He has over 20 years’ experience in the accounting, corporate finance, investments, M&A, and restructuring advisory areas with companies such as Merrill Lynch, Coopers & Lybrand, also as Deputy GM of HK Hang Seng Index Component Stock China Merchants Holdings International which is the largest (HK$90B) port and infrastructure operator in China, CFO of Fortune Oil listed in London Main Board focusing on the China Oil and Gas sector, CEO and CFO of HK listed Universal Holdings Limited now Huayi Tencent Entertainment which is a dominant Total Media operator in China, Vice Chairman and ED of Kong Shum Union Property Management which is the 3rd largest property management company in HK, and CIO of various PE Funds focusing on M&A, real estate, e-commerce, tourism, lifestyle sectors etc. For the past decade, the value of corporate finance transactions he has handled has exceeded US$10 billion.

He holds both an MBA and LLM, and is a Certified Public Accountant (USA and HK), Certified Financial Planner (Canada and HK), and Chartered Financial Planner (Canada). He is a member of the American Institute of the Certified Public Accountants, Fellow member of the HK Institute of Certified Public Accountants, Member of the Financial Planners Standards Council of Canada, Exco/China Committee Member of the HK Private Equity & Venture Capital Association, Founding member of the International Association of CFOs and Corporate Treasurers, Founding member of the HK Business Accountants Association and HK Independent Non-Executive Director Association, National Chairman of the Canada China Trade Development Association.

He also established the China Enterprises Economic Research Study Centre, a “think-tank” advising various entities in China and Hong Kong covering macro-micro economic strategies. For the past 15 years he has been invited to speak on financial topics at the “HK Week” in China which was attended by more than half a million participants from the Chinese business sector.

He was twice appointed the Entertainment/Media Industry and the Garment/Retail Industry Advisory Committee Member by the HK Trade Development Council, and serves as a visiting lecturer of the HKU Space in the corporate finance area. He has been a member of the Board of Review under the Inland Revenue Ordinance, the Appeal Panel of the Green Building Council, and the Appeal Panel of the Housing Authority, and is now a member of the Disciplinary Panel of HK Institute of Certified Public Accountants. He was also appointed the Official Trade Representative of Yixing City (Pottery Capital of the World) of China and the Bancomex (the Federal Trade Development Bank of Mexico), Director of the City of Changchun (Jilin Province) CPPCC Friendship Association, and a member of 12th and 13th Changchun CPPCC (Chinese People’s Political Consultative Conference). He is now also a member of the HKCPPCC Association.

Carman Chan, Founder and Managing Partner at Click Ventures

As one of the top 5 Women to watch in Asian Tech (Nikkei Asian Review), Carman Chan is a veteran in the technology industry with decades of experience as an entrepreneur with multiple exits, a tech columnist and a globally recognized venture capitalist.
Chan began her entrepreneurship journey when she was in university. In order to pursue her passion for the newly emerging Internet, she passed up a fully sponsored PhD from Imperial College to become a serial internet entrepreneur. Her first company, English Street, was acquired by HKET, a Hong Kong listed newspaper group. Her second company was merged with Hiiir in Taiwan and later acquired by FarEasTone.

Chan is also the best-selling book author of several accelerated learning books. In her eight years as a tech columnist for IT magazines, she wrote about internet business models and internet marketing.

After several successful exits she started Click Ventures, her angel fund. With a focus on providing seed to series A financing to technology startups, Click Ventures is differentiated by offering mentorship for entrepreneurs with over twenty years of first-hand experience as well as global connections.

Click Ventures has grown into a leading investment manager, and all of its seed funds are featured as Top performing Seed Fund (Vintage 2003-2015) in the world and Top Fund to Watch by Preqin respectively.

Click’s current 40+ portfolio investments includes Spotify.com, Docusign, Palantir.com, Memebox.com, Youappi.com…etc. Due to her deep experience, Chan is frequently invited to speak for prestigious events around the world. She has appeared in 10+ countries at high profile events including the Web Summit, Slush, AVCJ Private Equity and Venture Forum, and Silicon Dragon.

Edward Moon, Managing Director and Regional Head of Alternatives Investments Group, Asia at HSBC Private Bank

Edward Moon is a Managing Director and Regional Head of Alternatives Investments Group, Asia for HSBC Private Bank. He has over 20 years of financial industry experience across alternatives investments, investment management and investment banking.

Before joining HSBC he was responsible for hedge funds and liquid alternatives investments at Bank of Singapore. Before that he was a Managing Director at Lighthouse Canton Pte Ltd and Chief Investment Officer at Woori Absolute Partners, the alternatives investment platform for the Woori Financial Group. He was also previously a vice president at Citigroup and a financial analyst at Credit Suisse.

He holds a Master in Business Administration from INSEAD and a Bachelor of Arts (with Honors) from Brown University.

Rajiv Kochhar, Founder & CEO, Avista

Rajiv Kochhar has over 30 years of experience as a financial services professional and an entrepreneur with interests across investment banking, fund management and financial technology.

He founded Avista Advisory in India in 2000 as a mid-market investment bank focused on the high growth mid-tier corporates who had growing needs of capital raising, corporate finance advisory and business structuring. Now based in Singapore, it has grown into a Pan-Asian financial services group with expertise across investment banking, asset management and fund management. It has a strong presence in India, Singapore and Indonesia and is making forays into the Middle East and Hong Kong.

Having built the foundation of a robust investment banking business, Kochhar leveraged his knowledge and experience in the financial services industry by establishing related businesses in asset management and fund management. His key objective now is to grow Avista’s footprint both in markets served and in product offering across all the businesses and create an institution which spells quality and service throughout the Asian region.

In 2016, he co-founded Payism Global. Headquartered in Singapore with key operations in India, it is a financial inclusion platform providing services across its payments solutions and farm fintech businesses with the objective of providing various services on a digital platform for the unbanked and underbanked consumer. Payism is aggressively expanding across the Indian sub-continent, is nearing a GMV of USD 1 billion in its second year of operations, and is soon expanding operations into Southeast Asia.

Kochhar graduated with a degree in Commerce from the University of Mumbai, combined with a professional degree in Accounting. In addition, he has an MBA in Finance from SP Jain Institute of Management, Mumbai and has also attended the prestigious Owner President Management Program at the Harvard Business School. He currently resides in Singapore with Monica, his wife and business partner. They have two sons who are pursuing careers in Finance and eager to carry on the legacy of Avista.

LP Participant Profile

A unique feature of the U.S. Commerce Department Certified Trade Mission is the leadership of prominent and knowledgeable Hong Kong business leaders as our Hong Kong co-chairs for LP recruitment, who work in partnership with the U.S. embassy to recruit the right mix of LP attendees.

Partial List of Hong Kong LPs that participated in previous Trade Missions

ACA Capital Group
Academy Ink
AIA Company Limited
Bank of China
Baring Asset Management
Blue Pool Capital
BNP Paribas Bank
Bright Minds Capital
Caidao Capital
Certus Advisors
Changjiang Securities Holdings
Cheetah Investment Management
Crystal Properties
DBS Bank(Hong Kong) Limited
Dymon Asia Capital(HK)Limited
EXS Capital
Fact Family Office
Fintonia Group
Fortune Management Consulting
Grand Paradise Group
Hendale Capital
Horizon CPA
Houston Investment Limited
IAM Legacy Family Office
LFCC Management
MCL Financial
MetLife Limited
Navis Capital
New World Strategic Investment Limited
Orca Capital/Atom Assets
Ori Capital
Orix Asia Capital
Peace Field Ltd
Pinnacle Capital Ltd.
Schiff Development
SHKP
Sinopac Asset Management
SLS Capital
Star Magnolia Capital
The Hong Kong Jockey Club Endowment
Wide Growth

Agenda

November 28, 2018

  • Check in at the five-star Grand Hyatt hotel.
  • 7:00 pm

    Welcome Reception hosted by the Deputy Chief of Mission Hong Kong or the Senior Commercial Officer of the U.S. Department of Commerce at their residence for the U.S. GPs and Hong Kong Investors.

November 29, 2018

  • 7:00 am - 8:30 am

    Breakfast on your own in the Horizon Club Room
  • 8:30 am - 9:00 am

    Registration of LP & GP attendees and light breakfast
  • 9:00 am - 12:30 pm

    One-on-one meetings: Members of the U.S. delegation will meet one on one with each investment professional from the leading Hong Kong institutions, insurance companies, pension funds and family offices. Each attendee will meet with each Hong Kong institution. Meetings will be approximately twenty minutes long. Each LP will have a private room for the meetings; GPs will go room to room.
  • 12:30 pm - 1:15 pm

    Lunch
  • 1:30 pm - 4:30 pm

    One-on-one meetings continue between LPs and GPs in private rooms
  • 4:30 pm

    Trade Mission formal program ends

November 30, 2018

  • Check out & Departure

*The government of the United States, particularly the US Department of Commerce and the US Embassy is not involved in selecting or recruitment for this mission. Such selection and recruitment is strictly left to the mission organizer. The US and foreign commercial service supports the goals of this event but does not endorse the specific products or views of the participating organization.

Fees & Registration

Fee

First Attendee: $19,500
Second Attendee: $5,225

Payment may be made by wire transfer. Full payment is required to reserve your attendance and is due immediately.

Attendance is by invitation only. The quantity of fund manager participation is strategically limited to maximize the level of overall access and one on one meeting opportunities with our foreign institutional investor attendees. Since space is limited, we encourage you to register immediately to reserve your spot.

Included in your certified trade mission fee are the following:

Deluxe accommodations: Two nights at the Grand Hyatt Hotel.

King Club Harbour view room

Exclusive access to the Grand Club Private lounge

Breakfast, lunch, and snacks on Thursday, November 29, 2018

Breakfast on Friday, November 30, 2018

Dedicated on site team for you while in Hong Kong

Complete Conference program including one-on-one meetings arranged with Hong Kong’s leading institutional investors and family offices.

Distribution of your materials to Institutions prior to the Trade Mission.

Complimentary local telephone calls.

Accomodations

Check In: Wednesday November 28, 2018 after 3:00 PM
Check Out: Friday November 30, 2018 by 12:00 noon (optional late check-out until 4:00 pm)

GRAND HYATT HONG KONG
1 Harbour Road
Hong Kong SAR, China

The fee does not include:
International Air travel
Hotel incidentals

Application

Cancellation Policy
The cancellation policy is as follows:

60 days or more: Refund of 75% of full Payment
59-30 Days: 10% refund
Less than 30 days: No refund