2014 Certified Trade Mission to Hong Kong — February 24 – 25, 2014

2014 Certified Trade Mission to Hong Kong For Private Equity, Venture Capital, Infrastructure and Real Estate Fund Managers

February 24-25 2014
Hong Kong

Summary

In cooperation with the U.S. Department of Commerce, International Trade Administration, U.S. Commercial Service, the U.S. Embassy in Hong Kong, and the U.S. Export Assistance Center in New York City, you are invited to apply to join the Certified Trade Mission which will introduce a small, select group of U.S. private equity, venture capital, infrastructure and real estate fund managers to meet pre-screened Institutional investors from Hong Kong’s largest Insurance companies, Pension Funds, and family offices.

The mission is certified by the U.S. Department of Commerce. The mission is organized by Katsof Consulting in cooperation with Reciprocus International, a global boutique M&A advisory firm founded by former senior executives of Dun & Bradstreet

The Certified Trade Mission is not a conference. It is a tightly structured and very focused fund raising event designed to provide U.S. private equity, venture capital, real estate and infrastructure fund managers the opportunity to meet potential LP’s in Hong Kong from the largest Institutions, family offices and high net worth individuals.

Certified Trade Missions and similar events supported by the U.S Department of Commerce have attracted top funds from the U.S. Click here to see some of the funds that have attended in the past.

There have been thirty- four other Certified Trade Missions globally with the goal of helping promote U.S. economic growth by providing a forum to encourage and stimulate increased foreign business investment in the United States. One hundred and twenty-five U.S. based private equity and venture capital general partners have traveled on one or more of thirty-four certified trade missions to twenty-four cities around the world since 2010. They have been introduced to 1,000 plus Institutional investors.

GP Delegate Selection Criteria

Attendees must be invited to participate in this mission. Invitees represent a select group of top U.S. private equity, infrastructure, venture capital and real estate fund managers. The group will consist of senior executives and will have a mix of GP’s with diverse investment strategies, sector focuses, and geographic preferences.

Attendance in the Certified Trade Mission to Hong Kong is limited to twelve U.S. Funds and a maximum of eighteen participants from these funds to maximize the level of overall access and one-on-one meeting opportunities with the institutional attendees.

Based on past interest and participation, we expect demand to be very high. Attendees will be accepted on a rolling basis up until the deadline of February 3,2014.

Private Equity, Real Estate, Infrastructure and Venture Capital Firms will be selected according to the following criteria:

  • Diverse investment strategies, sector focuses and geographic preferences.
  • Industry leading performance history.
  • Sound management and accounting practices.

Overview

Institutional Investors in Hong Kong as well as family offices and high net worth individuals are now investing in alternative assets in the U.S. In recent years, there has been a large movement of capital to the U.S., in particular from high net worth individuals and institutional money managers into Private Equity, Venture Capital, Real Estate and Infrastructure Funds. Recent changes in Chinese law now permit Chinese individuals to make investments into U.S. alternative assets. It is a very daunting process though, for those responsible for the investment decisions to sort through the hundreds of proposals and thousands of possible opportunities. The Certified Trade Mission facilitates this process by arranging the introduction of a select group of U.S Fund managers to the leading Hong Kong Institutions, family offices and high net worth individuals.

The Mission will provide:

  • 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.GP’s and Hong Kong LP’s
  • 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

Benefits to Fund Managers

  • Exposure to top level Hong Kong investors in an exclusive setting.
  • Knowledge gained from Hong Kong investors.
  • Serve as a delegate in a U.S. government initiative aimed at promoting the nation’s leadership in private equity, infrastructure, venture capital and real estate to foreign institutional investors.
  • Showcase your firm’s investment expertise directly to interested investors.

Hong Kong Investors

  • Institutional Investors (Insurance, Pension)
  • Corporate Investors
  • Family Office Managers
  • Heads of Families
  • High Net Worth Individuals


Hong Kong LP’s Confirmed attendees as of October 22,2013

Ivan Lee, Managing Director and Hong Kong head of Macquarie Capital
Macquarie Capital provides advisory and capital raising services to corporate and government clients involved in public mergers and acquisitions, private treaty acquisitions and divestments, debt and equity fund raising and corporate restructuring. It also undertakes principal investing activities globally in support of its client activities.

Bank of East Asia
Largest independent local bank in Hong Kong, with total consolidated assets ofHK$697.4 billion (US$89.9 billion) as of 30th June, 2013. The Bank is listed on The Stock Exchange of Hong Kong and is one of the constituent stocks of the Hang Seng Index. BEA also operates one of the largest branch networks in Hong Kong, with 88 branches, 63 SupremeGold Centres and 7 i-Financial Centres throughout the city.

Amy Kwan, Co-founder, East Side Properties
The Eastside Properties team was formed to capture the opportunities in today’s US real estate market. Together, the partners bring their collective expertise and backgrounds to provide development services for funded projects and/or projects ready for operations that suit investor needs in today’s real estate market. In terms of areas of specialization, we focus on locating under-market rate properties, bank REO properties, and unfinished development projects.

Francis Lee, Chairman, Synaptics (Nasdeq: SYNA)
Chairman of the Board since October 2008; Director since December 1998; CEO from December 1998 until July 2009; President of Synaptics from December 1998 to July 2008.

Over the last 26 years, company has grown from a neural network research organization into a leading developer of human interface solutions which enhance the user experience in the expanding digital lifestyle.

Carson Wen, Chairman of Sancus Capital
Veteran international lawyer and a partner of the global law firm Jones Day, with more than 30 years of experience in business, corporate and securities law.

Has been named as a leading adviser on Chinese law, mergers & acquisitions and capital markets work in Who’s Who of the Law, Asia Pacific Legal 500, AsiaLaw Leading Lawyers, Chambers Asia and China Top 200. He is also named in the International Who’s Who and Who’s Who of the World.
He is also Chairman of the Sancus Group of companies, which has investments in the new energy, TMT, logistics and retail sectors.

Cyril Fung, Chairman of Cyril Fung & Associates
A successful and resourceful entrepreneur, venture capitalist, financier and was a co-pioneer in the venture capital sector in Asia dating back to 1972. Has advised many MNCs and also industry leaders in doing business in Asia and was responsible for structuring a joint venture with McDonald’s to successfully enter the Hong Kong market in 1975 which subsequently led to their rapid expansion in other parts of Asia.

Highly regarded as a strong strategist with extensive deal structuring experience. Mr. Fung casts a wide net worldwide and is known as someone who is very effective in connecting the dots.

Danny Chung, CFO, Zero2IPO Group, PRC
Founded in 1999, Zero2IPO is a leading integrated service provider in the China venture capital and private equity industry.

Zero2IPO’s mission is to be the preferred service provider to businesses in the venture capital and private equity industry by offering an unparalleled knowledge and expertise to our clients and partners. To ensure this, Zero2IPO provides a broad and deep array of services enabling entrepreneurs and investors to reach the next level of success.

Rose Lee, Vice Chairman and Chief Executive +2, Hang Seng Bank
A world-class financial institution and one of the top 50 largest listed banks in the world in terms of market capitalisation. The Bank’s major business activities comprise retail banking and wealth management, corporate and commercial banking, treasury, and private banking. The Bank also offers a comprehensive suite of renminbi services.

Bonny Landers, Senior Advisor – RS Group (family office of Hang Lung Group)
Bonny spent most of her career as a banker with 20+ years with Chase Manhattan and JP Morgan Chase, having worked on all continents and in all sectors. From 2005 to the present, she has been head of a large single-family office in Hong Kong active in wealth management, philanthropy, finance, trust admin and family services. Sustainable and impact investing are recent initiatives to which Bonny devotes much of her time.

Duncan Chiu, Executive Director, Far East Group
A consolidated enterprise backed by the legendary Deacon Chiu’s family, has been listed on the main board of the Hong Kong Stock Exchange since 1973. Far East Holdings has repositioned itself as an investment-focused enterprise since 2007. As an investment holdings company, its subsidiaries and associates are active in a broad range of regions and sectors, including technology, media, manufacturing and financial services.

Cynthia Wrana, Executive Director +2, UBS Bank HK
UBS Wealth Management provides a comprehensive range of financial services from various locations across Asia Pacific. With a commitment to Asia Pacific that stretches back more than 40 years we are the region’s pre-eminent wealth manager. At UBS Wealth Management we combine the best of Swiss private banking tradition with regional expertise, all backed by the resources and strength of a global financial powerhouse.

Miranda Poon, Managing Director, Asia ex-Japan – Institutional Business
Old Mutual Global Investors
Old Mutual Asset Management International (OMI) provides sales and marketing support outside North America. With a team based in London and Hong Kong, OMI works with affiliates to provide investor introductions and to raise capital from institutional investors. OMI professionals help coordinate access to Old Mutual’s institutional asset management capabilities for

  • Pension funds
  • Insurance Companies
  • Sovereign wealth funds
  • Investment consultants
  • Global financial institutions

 
Jardine Matheson Ltd.
Adrian Teng, Group Treasurer, + 1

Jardine Matheson is a diversified business group focused principally on Asia. Its interests include Jardine Pacific, Jardine Motors, Jardine Lloyd Thompson, Hongkong Land, Dairy Farm, Mandarin Oriental, Jardine Cycle & Carriage and Astra. These companies are leaders in the fields of engineering and construction, transport services, insurance broking, property investment and development, retailing, restaurants, luxury hotels, motor vehicles and related activities, financial services, heavy equipment, mining and agribusiness. Jardine Matheson Holdings Limited is incorporated in Bermuda and has a premium listing on the London Stock Exchange, with secondary listings in Bermuda and Singapore. Jardine Matheson Limited operates from Hong Kong and provides management services to Group companies.

Mordril Properties Ltd.
Colin Chau, Treasury & Invesments

Founded in the United Kingdom and headquartered in Hong Kong, Modril Properties is an independent and privately owned real estate company with investments in Hong Kong, the United Kingdom, and India. While the primary focus is on office and retail properties in Hong Kong, Modril Properties is also exploring international expansion and joint venture possibilities.

Also invited and confirmation pending

Wu Capital
Provides direct access to global alternative investment opportunities to ultra affluent and aggressive Asian Pacific families

Archer Asia
Established in 2009, an independent multi family office group specializing in alternative investments

Wychwood Capital
Single Family Office founded in 2008 with a focus to finding valuable global investment opportunities

Aquitaine Family
Family office for the founding partners of Aquitaine Investment Advisors

BSI Ltd Hong Kong Branch
Wealth management and investment advisory , offering services to private and institutional clients in the management of their financial assets

Grace Financial
Investments specifically into PE and VC Funds

Squadron Capital
Private Equity and Fund of Funds investments

Ping An of China Asset management

Victor and William Fund
High net worth individuals with net worth of six billion dollars

Peter Woo and family, Wharf Holdings
High net worth family. Net worth of eight billion dollars

Michael Kadoorie and Family, CLP, Hong Kong & Shanghai Hotels
Family net worth of nine billion dollars

Katsof Consulting is responsible for the selection of the U.S. Private Equity and Venture Capital Funds.

David Emery and Reciprocus will recruit the Institutional Investors in co-operation with the U.S. Commerce Department.

David Emery is the Founder and Chairman of Reciprocus, a Global M&A Advisory Boutique based in Singapore. He serves as an Advisor to several organizations and government agencies and sits on several boards. David is also an Entrepreneur in his own right, mainly as an early stage Investor.

Prior to setting up his firm in October 2011, he was with Dun & Bradstreet, Inc. (D&B) for over 16 years, lastly as Member of the Group’s Executive Board (GLT) and President of Asia Pacific.

During his tenure with D&B he was also Chairman of D&B India as well as Vice-Chairman of Huaxia D&B China.

Doron Cohen is the co-founder and Chairman of Reciprocus America’s, the U.S.-based partner of Reciprocus International, a global M&A advisory firm with a specific focus on bridging M&A activity between AsiaPacific and North America.

Doron is also the founder and chairman of CB Alliance, a boutique equity investment and business accelerant group, as well as one of the lead shareholders and Chairman, for the past 11 years, of Dun & Bradstreet Israel. In this capacity Doron has been instrumental in establishing the D&B World Wide Network, the policy group that acts on behalf of the global D&B offices. Doron is a serial entrepreneur who has been on both sides of the “M&A“ table, serving as a hands-on investor/manager in a wide variety of ventures ranging from real estate to high tech and alternate energy technologies.

Agenda

Monday, February 24 – Arrival in Hong Kong

You will be transferred to the five- star Ritz Carlton Hotel in Hong Kong.

Tuesday, February 25,2014 – Certified Trade Mission

9:30-10:00 Registration for U.S. Attendees

10:00-10:15 Welcome Remarks, David Emery, Founder & Chairman Reciprocus International and Irwin Katsof, Katsof Consulting.

10:15- 10:30 Introduction of the U.S. GP Delegation

10:30- 11:30 Overview of Hong Kong Private Equity and Venture Capital by leading representatives of the Hong Kong Private Equity community.

11:30- 12:00 Networking and Registration of Hong Kong LP Delegates

12:00 – 1:00 Lunch

Joining us will be the Representatives of the major Hong Kong Institutions and leading family offices. It will be an opportunity for the GP’s and LP’s to meet each other.

1:00-4:45 One-on-one meetings: Members of the U.S. delegation will meet in one-on-one meetings with each Investment Professional from the leading Hong Kong Institutions, Insurance companies, pension funds and family offices. Each attendee will be given a schedule that will ensure he meets with each Hong Kong institution. Meetings will be approximately twenty minutes long.

4:45-5:00 Wrap Up

David Emery, Founder and Chairman Reciprocus International and Irwin Katsof, Katsof Consulting

5:00-6:30 Cocktail party, Buffet Dinner and informal networking for Hong Kong and U.S. participants

Wednesday February 26 – Departure

Transfers to Airport will be provided

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