2016 Certified Trade Mission to Singapore For Private Equity, Venture Capital, Infrastructure and Real Estate Fund Managers
April 5-7 2016
- The 2015 Global Financial Centres Index ranks Singapore as the second most important Asian financial center, and the fourth worldwide, after London, New York, and Hong Kong.
- According to UBS and Campden Wealth, Singapore is one of the two most prominent wealth centers in Asia-Pacific. More than 75% of the family offices established in the last ten years in the region have been launched in Hong Kong & Singapore.
- Singapore will dethrone Switzerland in the next two years as the world’s top center for managing international funds.
- The HNWI population in Singapore grew to 107,000 in 2014. HNWI wealth grew in 2014 by 3.9%, to USD 543 billion. – CapGemini Wealth report
- Asia-Pacific’s wealthiest investors are moving much more of their money into direct investment opportunities rather than equity and bond markets.
- Allocations to Private Equity and Venture Capital grew to 15% compared with 4% in 2012.
- Family Offices are long-term investors, with 74% of them reporting an investment horizon of at least five years.
- Asia’s wealthy families are becoming much more bullish towards investment prospects, with twice as many respondents more optimistic about investment prospects than a year ago.
- According to the Deloitte Wealth management ranking Singapore saw an inflow of cross border assets of 24% since 2008.
In cooperation with the U.S. Department of Commerce, International Trade Administration, U.S. Commercial Service, the U.S. Embassy in Singapore, and the U.S. Export Assistance Center in New Jersey, 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 Singapore’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.
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.
- Institutional Investors (Insurance, Pension)
- Corporate Investors
- Family Office Managers
- Heads of Families
- High Net Worth Individuals
A select group of Financial service executives, family office heads and Fund managers serve as our Singapore Co Chairmen. It is through their personal knowledge and extensive relationships, in partnership with the U.S. Commerce Department and the U.S. Embassy, that we are able to ensure a quality selection of investor LPs attend the Trade Mission.
Adrian Chng, Principal, Fintonia Group
Adrian Chng is an experienced investor in early stage internet and technology companies. He was previously the CEO of jobsDB.com a Pan-Asian jobs portal with 1,000 employees operating across China, Hong Kong, Indonesia, Malaysia, Singapore and Thailand. He has a strong strategy, mergers & acquisitions and corporate finance background with over 10 years’ experience at C-level.
His expertise is in high growth situations and leading financial & cultural transformations and is skilled in working across both western and Asian cultures. He has lived in Singapore, Malaysia, Taiwan, Hong Kong and Australia and also worked in Europe and North America. He is fluent in English and Mandarin and currently lives in Singapore.
Fintonia Group is focused on investing in leading Series A & B internet and technology companies in fintech, real estate, leisure, accommodation and human capital sectors across Asia. Fintonia brings a unique blend of strategic, financial and operating expertise to assist companies accelerate growth and succeed in the market places in which they compete. Fintonia also specialises in helping companies from developed markets enter Asia.
Simon Hopkins has been a senior figure in the international investment management industry for more than two decades. He was an early advocate of hedge fund investing for institutional investors, and has been a prolific capital raiser for single manager funds, funds of funds and listed closed-end funds.
After pursuing a successful investment banking career spanning more than a decade at S.G. Warburg, UBS, HSBC James Capel, and Nomura International, Mr. Hopkins created one of the industry’s first dedicated research and investment consulting businesses in 1996 to provide truly objective analysis for investors. At its peak Global Fund Analysis (GFA) had over 27,000 registered users around the globe.
Concurrently, Mr. Hopkins played a pioneering role in seeding many of the incipient European hedge funds through the Fortune Group, an award-winning alternatives investment advisory business. Fortune Group went on to become one of the UK’s pre-eminent multi-asset advisory firms with clients in 24 countries and a focus on pension funds, charities and endowments, as well as a number of the world’s leading families. The firm was successfully sold to UK-listed, financial services group, Close Brothers Group PLC, in 2006, culminating in its full integration in January 2010.
In 2011, Mr Hopkins founded Milltrust International focusing on investment management in Emerging Markets, and specialist real asset solutions driven by the changing demographics of the developing world. Milltrust advises Milltrust Agricultural Investments, a farmland program investing in Latin America and Australasia, offers a specialist African real estate fund that builds shopping malls in sub-Saharan African cities, and delivers the industry’s first dedicated Emerging Markets Managed Accounts Platform which offers investors access to local equity markets through a selection of some of the world’s leading regional asset managers, including ItaúUnibanco (Latin America), Keywise (Greater China), UTI International (India) and Lion Global Investors (ASEAN), in the form of transparent, regulated Irish UCITS funds.
Mr Hopkins graduated with honours from the University of Bristol’s Faculty of Law in 1986 and speaks fluent French. He travels extensively but resides permanently with his family in Singapore. He serves as Chairman of East India Capital Management, a regulated Singapore wealth manager. He was profiled in a significant interview with the Financial Times in December 2008.
Deborah Chien is a Principal at Stamford Management, a family office based in Singapore, focused on wealth management and opportunistic global investments across traditional, alternative, and unique asset classes. Investment focuses include real estate, private equity, technology, clean energy, lifestyle investments of fine arts, F&B, consumer goods, as well as structuring solutions and philanthropy.
Deborah also heads up the Society of Family Offices, a network and platform for wealthy families and its family offices to discretely engage various topics including investment products, market intelligence, deal flow, knowledge sharing, collaborative projects with strategic partners in and across regions. The group also acts as a peer sounding board on impact and legacy investing, philanthropy, education, and intergenerational succession.
Previously at Credit Suisse and JPMorgan in New York, London, Hong Kong, and Singapore, Deborah marketed derivative and fund products to institutional and HNWI/family offices. Deborah earned her MBA from INSEAD, an Economics/International Studies degree from Johns Hopkins University and BM/MM in Music from Peabody Conservatory. She studied culinary arts at Cordon Bleu and is the Brand Ambassador for Recettes de Vie, a charitable culinary initiative benefiting conflict displacement in the Middle East with agencies like Red Cross Lebanon and United Nations HC for Refugees.
Stamford Management is a family office and wealth management company based in Singapore holding a Capital Market Services License. It specializes in alternative investment products, fund management, portfolio management and corporate finance. Stamford also advises on investment valuation, development of quantitative risk management tools and implementation of risk management solutions using proprietary methodology, as well as structuring solutions for private and institutional investors. It incubates and manages funds on its Registered Fund Management company and includes strategies with volatility, commodity equities, life settlements, and alternative investments.
Greg Salathé is a partner in Sidley Austin’s Singapore office. His practice focuses on cross-border mergers and acquisitions, with particular strength in representing private equity and hedge funds in their downstream investments. He has represented global investment funds and multinational corporations in connection with their investments across Asia, as well as Asian companies investing in the United States and Europe. He has also developed a unique focus on mergers and acquisitions between, and investments in, asset management companies. Greg lived in Japan for over ten years and remains actively involved with Japan related matters.
Established in 1866, Sidley Austin is one of the world’s largest full-service law firms. With 1,900 lawyers and 19 offices in Asia, North America, Europe and Australia, it offers clients a comprehensive range of legal services that covers most of the world’s major financial, commercial and industrial centers. Its global practice disciplines include corporate and securities, mergers and acquisitions, private equity and venture capital, funds and other pooled investments, litigation and arbitration, regulatory, securitization and structured finance, intellectual property, bankruptcy and corporate reorganization, bank and commercial lending, real estate and tax. Sidley is one of the few international law firms to have continuously maintained on-the-ground capabilities to serve clients in Asia Pacific for more than 30 years. It now has more than 200 legal professionals based in six offices in the region – Hong Kong, Shanghai, Beijing, Singapore, Sydney and Tokyo. Its lawyers provide U.S., Hong Kong, English, Singapore and Japanese law advice to clients where and when they need it.
James Cox has been active as an international lawyer based principally in the United States since 1976, advising families and businesses (including financial service companies) concerning governance, structuring, and transactional matters. His business activities have included family office advisory services and participation in the launch and development of a publicly listed Japanese asset management company, together with its many investment structures and client relationships. He became an adviser to British and Malayan Trustees in Singapore during 2012 and assumed the role of Executive Director and CEO in 2014.
British and Malayan Trustees Limited is a full service Singapore based trust company assisting clients globally. It has been providing fiduciary services to families, companies, financial institutions, funds, charities and high net worth individuals since 1924. As a pioneer member of the Singapore Stock Exchange, it is uniquely positioned as a licensed independent trust company offering the stability and flexibility to meet the bespoke needs of its clients.
David J. Emery is a Swiss National. He began his career with Xerox in Switzerland working there, as well as in Italy and Austria from 1982 to 1995 in various leadership positions. In 1996 he joined Dun & Bradstreet (D&B) Switzerland as Managing Director.
In 1998 he was appointed to head D&B’s activities in South East Asia and India, with his responsibilities expanding further in 2001, to include the whole of Asia Pacific and the Middle East. Following the implementation of a new business model across all of D&B International under his supervision, David focused from 2005 on the strategic markets in Asia Pacific, and by 2011 D&B’s business had grown from US$30M to US$250M in this region.
He was elected to D&B’s Executive Board in 2006, leaving D&B in September 2011 to set up Reciprocus International. Since then, he has been appointed as Advisor to several organizations and sits on the boards of several companies.
David holds a Swiss Federal Bachelor’s Degree in Commerce and General Management and specialized in Marketing at IMD Lausanne.
Reciprocus is a global investment advisory specializing in M&A and private equity. Founded by former senior executives of Fortune 500 companies, seasoned consultants, private equity professionals, and entrepreneurs, it advises investors and companies on cross-border expansion plans and growth acceleration throughout Asia Pacific and beyond. The company is headquartered in Singapore with offices in the United States and Europe. It is a full-service boutique, focused on facilitating mergers, acquisitions, divestitures, capital raises and private equity deals across industries through a global network of experienced professionals and entrepreneurs. It provides hands-on assistance in strategy development, deal sourcing, deal structuring, deal execution, involvement in post-execution governance, fundraising (roadshows), and market research (customized primary and secondary research).
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 GPs with diverse investment strategies, sector focuses, and geographic preferences.
Attendance in the Certified Trade Mission to Singapore is limited to fifteen U.S. 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 15, 2016.
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.
Institutional Investors in Singapore 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. 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 Singapore institutions, family offices and high net worth individuals.
The Mission will provide:
- One-on-one meetings with Singapore investors.
- An opportunity to meet Singapore 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 Singapore investors, other U.S.-based fund managers, and policy-makers from both Singapore and the United States.
- Opportunities for intimate interaction between U.S. GPs and Singapore LPs
- Promote U.S. PE, infrastructure, real estate and VC Funds
- Introduce U.S. PE, infrastructure, real estate and VC Funds to Singapore LP’s
Benefits to Fund Managers
- Exposure to top level Singapore investors in an exclusive setting.
- Knowledge gained from Singapore 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.
* 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.