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Kewsong Lee is the Chief Executive Officer of Carlyle, Chairman of the Executive Group, and was elected to the Board of Directors effective January 1, 2018.
Mr. Lee joined Carlyle in 2013 as Deputy Chief Investment Officer for Corporate Private Equity and in 2016 he assumed the additional role of leading the Global Credit segment. Prior to joining Carlyle, Mr. Lee was a partner and a member of the Executive Management Group at Warburg Pincus, where he spent 21 years.
He is currently the President of Lincoln Center Theater, Vice Chairman for the US Chamber of Commerce China Center and a member of the Business Roundtable and Global Advisory Council of Harvard University. He also serves on the board of the US China Business Council and FCLT Global, and is a Trustee of the Center for Strategic and International Studies and an Executive Committee Member of the Partnership for New York.
Mr. Lee has been married to his wife Zita Ezpeleta for over 25 years, and they have two adult children. He earned his AB in applied mathematics in economics at Harvard College and his MBA from Harvard Business School.
Anthony Kerwick is a Managing Director of Australian Private Equity firm Adamantem Capital. Adamantem invests in mid-market opportunities in Australia and New Zealand and manages over $1.3bn of capital for global institutional LPs. Anthony has extensive experience in private equity, company directorships and management consulting.
Mr. Kerwick was a Managing Director at Pacific Equity Partners from 2004 to 2014, having joined the firm in 1999. Prior to this, he spent three years at Bain & Company as a global strategy consultant.
Mr. Kerwick is a graduate of the Australian Institute of Company Directors. He received a Bachelor of Commerce (Hons) and a Bachelor of Laws (Hons) from University of Queensland.
Fred supports all aspects of the decision-making process of the Private Credit Team, including sourcing, structuring, reviewing, and negotiating deal opportunities.
Prior to joining Adams Street, Fred was a Vice President at Goldman Sachs. In this role, he focused on investing capital out of various private debt vehicles, including the firm's first Business Development Company (BDC), as well as managing initial credit reviews, structuring the financing, business due diligence, participating in Investment Committee approval, negotiating deal terms, and coordinating legal documentation.
Fred’s other experience includes a Vice President role at Fifth Street Asset Management, an Associate role at Greenhill & Co. and Golden Arc Capital, and an Analyst position at Banc of America Securities. Frederick commenced his career at Lehman Brothers, as an Analyst within the Credit Derivatives team.
Fred is a member of the Adams Street Partners Private Credit Investment Committee.
Education: Georgetown University, BS, cum laudeColumbia Business School, MBA
Investment/operational experience: 15 years
Ben Hart focuses on the development of institutional client and consultant relationships, and works with other members of the investor relations team to serve the needs of Adams Street Partners’ clients.
Prior to joining the firm, Ben worked at Capital Dynamics as Managing Director and Chief Operating Officer of Asia, overseeing the firm’s business development efforts in Asia and North America.
Before Capital Dynamics, Ben served as Managing Director at Aircom International, focused on improving regional business performance. He also held senior business development positions at Convergys Corporation, Alliance Digital, Inc., and the JM Network.
Yar-Ping specializes in Asian pan-regional leveraged buyouts as well as country-focused funds, specifically in Greater China, Japan, Korea, and Indonesia. She leads the Primary Investment Team’s Asian practice, and actively participates in all fund investment decisions and manages relationships with several of Adams Street's managers.
Prior to joining Adams Street, Yar-Ping was a Senior Vice President of GIC Special Investments (GICSI), which is the private equity arm of the Government of Singapore Investment Corporation. She spent more than a decade at GIC and worked in their New York, Redwood City, and Singapore offices. Yar-Ping was the Head of Asia/Emerging Markets based out of Singapore, leading GICSI’s investments in leveraged buyout funds, growth capital funds, and co-investments.
Yar-Ping is a member of the Adams Street Primary Investments Committee.
Joined Advantage Partners in January 2002. Katsuya has been responsible for Advantage Partners’ investor relations, ESG, and middle/back office administration functions since 2018 and is a member of AP’s investment committee for Japan buyouts. As an investment partner prior to assuming the role of CAO, he was responsible for investments including Polygon Pictures Inc., Nihonkaisui Co., Ltd., and Xacti Corporation. After graduating from university, he joined Bain & Company Japan Inc. and was engaged in various strategic and operational projects for clients across broad industry sectors (financial services, software, auto, electronics, and others). He subsequently transitioned into venture investment and incubation activities for e-commerce and software-related start-ups before joining Advantage Partners. Bachelor of Arts and Sciences, Asian Studies, University of Tokyo; Master of Business Administration (MBA), Harvard Business School.
Richard Folsom founded Advantage Partners in Tokyo in 1992 with Taisuke Sasanuma. His previous experience was in management consulting with Bain & Company, primarily in their Tokyo office, where he accumulated eight years of experience in developing and implementing strategies for both foreign and domestic corporations in the Japanese market. He received his undergraduate degree in Japanese and Economics from Brigham Young University, and an MBA degree from The Wharton School of the University of Pennsylvania.
In 1997, Richard and Taisuke established Japan’s first buyout fund, and Richard has since focused his time on the development of this private equity investment practice. In addition to the 1997 fund, subsequent funds were raised in 2000, 2003, 2007, 2009, 2013, and most recently in 2017. Through the funds and portfolio companies, Advantage has made more than 80 investments, of which they have successfully exited more than 50. Recent investments in Japan include the acquisitions of Dental Holding Corp. (Sale of dental materials, medical equipment, pharmaceuticals, and other medical-related products) and Fujitsu Interconnect Technologies Ltd (Manufacture of Printed Circuit Boards). The firm’s investment activities have also expanded to Greater China and Southeast Asia with the raising of an Asia Fund in 2017, where recent acquisitions include Plastic Center Group, Malaysia-based contract manufacturer and Elise Fashion Limited, Vietnam-based women's apparel company.
Mr Tang is the Founding Chairman and Managing Partner of Affinity Equity Partners following its spin-off from UBS in 2004. Prior to that, he was the Chairman of UBS Capital Asia Pacific, the private equity arm of UBS since 1999. Before UBS Capital, he was the Chief Executive for Investment Banking, East Asia at Union Bank of Switzerland since 1995. Following the merger of Union Bank of Switzerland and Swiss Bank Corporation to form UBS, Mr Tang became Chief Executive, Hong Kong, of UBS Group and Asia Regional Head of Investment Banking for UBS Investment Bank. Prior to Union Bank of Switzerland, he served as President and CEO of Banque Indosuez’s Asian investment bank and Chairman of WI Carr (Far East) Limited, one of the leading stockbroking firms in Asia. Mr. Tang began his financial career with Chase Manhattan Bank. During his 17 years at Chase, he served in a number of senior roles in Malaysia and Hong Kong.
Nainesh Jaisingh is a Founding Partner and Chief Executive Officer at Affirma Capital. He is based in Singapore and also directly manages the Private Equity business in South East Asia.
Prior to leading the MBO of Standard Chartered Private Equity (SCPE) to form Affirma Capital, Nainesh was a founding member of the business within Standard Chartered Bank in 2002, and most recently the Global Head of the Principal Finance business of the Bank.
Nainesh’s early career was with ANZ Investment Bank and ANZ Grindlays.He is an Engineer from the Indian Institute of Technology (IIT), BHU, and holds an MBA from the Indian Institute of Management (IIM), Bangalore.
Steve Moseley is Deputy CIO and Head of Private Markets and Alternative Investments for the US$65 billion Alaska Permanent Fund, an endowment formed in 1980 to provide for all current and future generations of Alaskans. Before joining APFC Moseley restructured and sold Marston-Ross Corporation, a Connecticut-based family investment office. Before that he was president of StepStone Group, a global manager of diversified private market assets and, prior to that, co-president of the direct investment division of StepStone’s predecessor company.
Earlier in his career, Steve worked in investment banking at Credit Suisse First Boston (“CSFB”) and as a principal in CSFB’s private equity investment affiliate, Windward Capital Partners.
Moseley received his MBA from Yale University and his BA from Wesleyan University.
Andress is the Chief Investment Officer of ACP Private Equity & Head of Private Equity, Asia Pacific. She is also a member of the Global Investment Committee for ACP Fund Investments. Prior to working for ACP, Andress was employed at the Government of Singapore Investment Corporation (Special Investments) in London. She started her career with the Ministry of Foreign Affairs of Singapore where she worked on the China and North American desks and was posted to Germany as First Secretary/ Deputy to the Ambassador and was also a Singapore delegate to the United Nations in New York. She also served as Centre Director for the Singapore Economic Development Board in Frankfurt where she helped German business set up in Singapore.
Oliver Stratton is a Managing Director for Alvarez & Marsal's Asian practice in Hong Kong. With 25 years of experience in consulting and private equity in Asia, his primary areas of concentration are business strategy, performance improvement, operational turnarounds and M&A. Mr. Stratton has worked with clients across a range of industries including private equity, financial services, telecommunications, consumer goods and retail, industrial products and services, transportation and logistics and energy and resources.
Prior to joining A&M, Mr. Stratton spent 20 years with Bain & Company, including 10 years as a Partner. Mr. Stratton also spent two years as a Managing Director with Candover as part of its Asia leadership team.
In these roles Mr. Stratton has served many of the global, regional and major local country funds operating in Asia. Working with those clients, he has led due diligence and portfolio company performance improvement assignments across a range of industry sectors in Greater China, Korea and Southeast Asia.
Mr. Stratton earned an MA in engineering from Cambridge University and an MBA from Harvard Business School. A British national, Mr. Stratton has been based in Hong Kong since 1988.
Mr. Wong is Managing Partner and CEO, Ares SSG and a member of the Management Committee of Ares Management. Additionally, Mr. Wong serves on the Ares SSG Investment Committee and is a Director of Ares SSG Hong Kong. Mr. Wong primarily focuses on investment activities, as well as overseeing strategic matters and business operations of Ares SSG. Prior to joining Ares in 2020, Mr. Wong founded SSG Capital Management in 2009 and served as its Managing Partner and Chief Investment Officer, where he focused on special situations and private debt investments across Asia-Pacific, with a focus on China, India and South-East Asia. Mr. Wong was instrumental in the acquisition of distressed assets across Asia and which led to numerous restructuring situations. Previously, he was a Managing Director at Lehman Brothers in Hong Kong from 1997 to 2008, where he ran their Asia Special Situations Group. Mr. Wong started his career at Coopers & Lybrand, where he qualified as a Chartered Accountant in 1994, and went on to join JP Morgan Securities Asia in Hong Kong. He is a founding member of the APAC Alternative Credit Council (ACC), which helps in developing the private credit markets in the region. Mr. Wong holds a B.B.A. from the University of Michigan in Business Administration and an M.B.A. from Manchester Business School and the University of Wales.
Tim Burroughs is managing editor of Asian Venture Capital Journal, having joined the publication in May 2011. He is responsible for all editorial content put out under the AVCJ brand, including Asian Venture Capital Journal, AVCJtv, AVCJ Awards and AVCJ.com. Tim previously spent five years at China Economic Review, serving as editor-in-chief and then editorial director. Located in Greater China since 2003, during which time he has lived in Beijing, Qingdao and Hong Kong, Tim has been a China-based contributor for publications including The Sunday Times, Sunday Telegraph, BBC and China Daily. Prior to moving to China, he trained and worked as a journalist in the UK. He was honored at the Society of Publishers in Asia awards in 2007, 2008 and 2010, and at the State Street Institutional Press Awards - Asia in 2012.
Mr. Gorthy is the Senior Portfolio Manager responsible for directing the investment activities of the Avenue Asia Strategy and has over 20 years of investment experience in Asia. Prior to joining Avenue in 2014, Mr. Gorthy was a Managing Director and Partner at Pacific Alliance Group (“PAG”) in Hong Kong, where he was a Senior Portfolio Manager focusing on special situations and distressed investments. Prior to PAG, Mr. Gorthy was a Director in Deutsche Bank’s Asia-Pacific Distressed Products Group. Previously, he was a Director at Beacon Advisory Pte Ltd in Singapore, providing consulting and advisory services to Asian corporates and, before that, Mr. Gorthy worked in Deutsche Bank’s Corporate Finance and Investment Banking division.
Mr. Gorthy received a Bachelor of Technology (First with Distinction) from National Institute of Technology Warangal (1996) and a Post Graduate Diploma in Management from the Indian Institute of Management Calcutta (2000).
Jenny Newmarch is the Senior Portfolio Manager for Private Equity at Aware Super, the second largest profit for-member Superannuation Fund in Australia with AUD $100billion in funds under management. Aware Super’s private equity portfolio is over AUD 5 billion as at 30 September 2020 and is invested globally in a concentrated portfolio of funds and co-investments in strategies ranging from venture capital to buyouts. Jenny has over 12 years experience in private equity as an asset allocator and adviser and has over 20 years experience in the investment field having started her career as an investment consultant and actuary in the UK.
Jenny is a graduate of Imperial College London, a Fellow of the UK Institute of Actuaries and a Graduate of the Australian Institute of Company Directors.
Wen Tan is the founder of Azimuth Asset Consulting, providing strategic, organisational and operational advice to guide asset owners and asset managers towards their long-term goals. Wen specialises in complex situations such as redesigning governance structures, conflicts of interests resolution (whether between investors, between managers and investors, within captive managers, or within family structures), succession planning, strategic growth opportunities, spinouts, and post-merger/acquisition integration.
Wen formerly headed Aberdeen Standard Investments’ Asia Pacific private equity platform, and has unique insights into the investment management industry, having viewed the sector from multiple perspectives: as a financial sector specialist at KPMG in London, as an M&A investment banker with Lazard focusing on financial institutions, from an LP perspective on behalf of various types of institutions (Search Investment Group – a family office; Squadron Capital and FLAG Capital – both boutique private equity firms; Aberdeen Asset Management and Aberdeen Standard Investments – both global investment management firms), from a GP perspective at the above firms, and from an operational perspective as de facto local COO dealing with post-M&A integration through multiple acquisitions and mergers.
Wen is a graduate of the University of Cambridge, and is a member of the ICAEW and HKICPA.
Kiki Yang is the regional co-head of our APAC Private Equity practice, as well as an expert in our global Advanced Manufacturing & Services practice, based in Hong Kong.
She has more than 10 years of consulting and investment banking experience, working extensively with multinational and local clients to address their most pressing strategic issues.
Kiki holds deep expertise in due diligence, strategy and operational and organizational improvement. She has led numerous diligence efforts for global, regional and local private equity funds in industries including telecommunications, media, technology, industrial goods and services, consumer products and retail.
Kiki has led a number of major fund strategy projects with leading private equity funds in Greater China focusing on fund positioning, differentiation, fundraising, organization and governance issues. She has also led a number of cases with private equity portfolio companies focusing on topics such as operational improvement, regional growth opportunities and overall corporate growth strategies.
She holds an MBA with honors from Wharton School of Business and a BA from Hamilton College. She speaks fluent Mandarin, Cantonese and English.
Mr. Lyons joined Bain Capital Credit in 2006. He is a Managing Director and Head of Bain Capital Credit Asia based in Bain Capital Credit’s Hong Kong office. He is the Portfolio Manager of Bain Capital Special Situations Asia fund. Mr. Lyons is also a member of the Distressed and Special Situations team focused on special situations and portfolio investing. Prior to his current role, Mr. Lyons was based in Bain Capital Credit's London office covering European distressed opportunities. Previously, Mr. Lyons was a consultant at Bain & Company where he advised clients in a range of industries.
Mr. Lyons received an A.B. Phi Beta Kappa from Princeton University.
Mr. Gross-Loh joined Bain Capital in 2000. He is a Managing Director and founding member of Bain Capital’s Asia business—comprising Private Equity, Credit/Special Situations, and Life Science and Venture investments--which he now heads serving as Managing Partner. Mr. Gross-Loh started and managed the Tokyo office in 2006 and previously worked in the Boston and New York offices. Mr. Gross-Loh is a member of the Partnership Committee, the Global Private Equity Board and Operating Committees at Bain Capital.
Prior to Bain Capital, Mr. Gross-Loh was a consultant with Bain & Company from 1998-2000 and worked with NEC Corporation in Tokyo from 1992 to 1996.
Mr. Gross-Loh received an MBA from Harvard Business School where he was a Baker Scholar and a BS from the Wharton School of the University of Pennsylvania.
Mr. Gross-Loh serves on the Board of several companies including Kioxia (formerly Toshiba Memory), Japan Wind Development, Retail Zoo, Rise Education, and Showa Aircraft. He serves on several non-profit Boards including the Berklee College of Music, Boston Children’s Hospital, University of Pennsylvania School of Arts and Sciences Board of Overseers, and the Center for the Advanced Study of India
Ms. Jain has 26 years of experience across financial markets in Europe & Asia across deal origination, structuring, underwriting, portfolio & risk, and fundraising. Prior to joining BPEA, Ms. Jain spent 8 years focused on the mid-market corporate sector in India, most recently heading Indian Private Debt Fund at Religare Credit Advisors LLP (RCAL), and prior to that as Chief Risk Officer for Religare Finvest Limited, a mid-market focused NBFC, responsible for managing risk across all businesses. Before joining Religare, Ms. Jain worked for 10 years in London mainly as Managing Director at HSBC, and prior to that as Director at Barclays Capital in the Structured Credit business. Before her time in London, she worked in debt capital markets covering Asia, based out of Hong Kong with Peregrine Fixed Income Limited across debt syndication, loan trading & risk function.
Ms. Jain has lived and worked in India, Hong Kong & the UK and holds a bachelor’s degree in Electronics Engineering from VNIT and an MBA from the Indian Institute of Management, Calcutta.
Jean Eric Salata is the Chief Executive and Founding Partner of Baring Private Equity Asia (or “BPEA”). Mr. Salata oversees all investment and divestment decisions made at the Firm, as well as its strategic direction. Mr. Salata has been responsible for the investment activity of the Firm since 1997 when he started the regional Asian private equity investment program for UK-based Baring Private Equity Partners Ltd. Mr. Salata later led the management buyout of this program in 2000 to establish BPEA as an independent firm.
Mr. Salata has lived and worked in Hong Kong since 1989, and graduated magna cum laude from the Wharton school of the University of Pennsylvania with a B.S. in Finance and Economics.
Ted joined BCP Credit in New York in 2017 to lead BCP Credit. Previously, Ted was President at Apollo Investment Corporation and the Chief Investment Officer of Apollo Investment Management where he was the head of its US Opportunistic Platform and also oversaw the Private Origination business, serving as a member of the Senior Management Committee. Prior to Apollo, he worked at Goldman Sachs for 13 years where he most recently ran the bank loan distressed investing desk. He was previously the head of Principal Capital Investing for the Special Situations Group.
Mark Hersee is a Partner and covers the European healthcare sector.
Mark joined BC Partners in London in 2008. Previously, he spent 5 years at Hermes Focus Asset Management, a large cap UK activist fund, acquiring stakes in public companies with a view to improving returns. Prior to this, he worked as a European equity analyst at Bank of America and also spent 6 years as a fund manager at UBS Asset Management based in London.
Ben Gray is a Founding Partner of BGH Capital, Australia’s largest domestically focused private equity fund. BGH owns Navitas, a leading global Education Company and CyberCX, Australia’s largest Cyber Security Services firm. BGH Post COVID-19 has agreed to acquire four companies including Village Roadshow, Abano Healthcare, Healius Medical Centres and TripADeal. Previously, Ben was a Managing Partner at TPG Capital, where he served as the Joint Head of Asia, as the Head of Australia and New Zealand and as a member of the Global Management Committee. Ben spent almost thirteen years at TPG and led A$2.7 billion of equity investments by TPG including Petbarn, Healthscope, Inghams and Cushman & Wakefield.
Prior to joining TPG in 2004, Ben was a Director at Credit Suisse, where he worked in the investment banking division in New York and Australia from 1994. Ben received a Bachelor of Commerce with First Class Honours from the University of Melbourne and a Master of Business Administration with High Distinction (Baker Scholar) from Harvard Business School.
Ben is a Director of the Australian American Leadership Dialogue.
A Co-Founder of Blackpeak, Chris has more than 25 years of leadership experience in risk advisory, banking, and finance in the Asia–Pacific region. Based in Singapore, Chris has led risk projects across the region. He has extensive industry knowledge and contacts within the financial and corporate communities in Asia, gained from his various leadership roles in the finance industry.
Chris manages complex due diligence, investigations, business intelligence and dispute cases across Asia Pacific. In addition to client and project work, Chris oversees Blackpeak’s growth and strategic initiatives.
Prior to founding Blackpeak, Chris was the Asia–Pacific head of Kroll, the global risk advisory business, and built the firm’s Southeast Asia practice. He was also the former head of investment banking in Asia for Crosby and, prior to that, was an executive director of BNP Peregrine Capital. Chris is an authority on corporate governance in Asia and has been a member of the secretariat of the Asian Corporate Governance Association since 2004.
Amit Dixit is a Senior Managing Director, Co-Head of Asia Acquisitions, and Head of India for Blackstone Private Equity. Since joining Blackstone in 2007, Mr. Dixit has been involved with various investments and investment opportunities in India and South Asia. Previously, Mr. Dixit was a Principal at Warburg Pincus. Mr. Dixit received an MBA from Harvard Business School, an MS in Engineering from Stanford University, and a B.Tech. from Indian Institute of Technology Mumbai where he was awarded the Director’s Silver Medal for graduating at the top of his program. He currently serves as a Director of several companies including Mphasis, TaskUs, Aadhar, Essel Propack, Aakash Education, Sona Comstar, IBS Software, Jagran Prakashan and Mid-Day Infomedia. Mr. Dixit was previously a Director of Intelenet Global Services, Trans Maldivian Airways, Igarashi Motors India, S.H. Kelkar and Emcure Pharmaceuticals.
Ashish Fafadia is a Partner at Blume Ventures, who manages the Growth Portfolio and Exits, other than being responsible for a portion of the Fund's own capital raising. An early member of Blume since 2012, Ashish led the establishment of Blume’s platform and support services arm, Constellation Blu, that has grown into a 40-member team, providing a wide range of advisory services such as transaction support, regulatory, compliance services and hiring for portfolio companies.
He was listed as a part of the “40 UNDER 40” ALTERNATIVE INVESTMENT PROFESSIONALS IN INDIA by AIWMI.
He was also listed by YourStory’s as a part of 100 Emerging Voices of 2019 in India.
Ashish is a Chartered Accountant and Company Secretary, who has worked with SBI Treasury and the Bennett Coleman Company (Times Group) before joining Blume. At Blume, he has Board responsibility amongst Fintech companies such as Turtlemint and Slice, as well as some of our strong growth companies such as Purplle and NowFloats.
Jim Pittman joined BCI as Senior Vice President of Private Equity in April 2016. He leads the team, focusing on growing Private Equity’s total fund exposure while extending the program’s global reach and building out networks for deal flow to increase the number of direct investments. With $171.3 billion in managed assets and $16.4 billion in private equity AUM, BCI is one of Canada's largest institutional investors within the global capital markets.
Prior to joining BCI, Jim spent over 10 years as managing director at the Public Sector Pension Investment Board (PSPIB). During this time, he co-led the implementation of the firm’s private equity strategy. Prior to PSPIB, Jim was the chief financial officer/chief operating officer for PAL Aerospace, Canada. Jim has a background in acquisitions, divestitures, and tax.
Jim holds a Bachelor of Commerce from the Memorial University of Newfoundland, and is a Chartered Professional Accountant.
He currently serves on the board for Refresco Group and Hayfin Capital Management and has been a board member on over ten Private Equity portfolio companies.
Mr. Scott Chan is the Deputy Chief Investment Officer of the California State Teachers’ Retirement System, where he leads a staff of over 170 investment professionals. Prior to CalSTRS, Mr. Chan was the Senior Managing Director of the $55 billion Global Equities portfolio at University of California Regents. Before joining the Office of the CIO of the Regents, he was CIO of Sacramento County Employees’ Retirement System, SCERS, from 2010-2015. Prior to SCERS, Mr. Chan was a partner, co-founder and portfolio manager for several equity hedge funds. He began his investing career in equity research covering technology stocks at JP Morgan Securities in 2000. Mr. Chan and his prior investment teams have been recognized as thought leaders by various industry sources, including: (1) Awarded 2014 Industry Innovation Award by aiCIO (2) Nominated CIO of the Year by Institutional Investor 2014, (3) Nominated Small Public Fund of the Year by Institutional Investor 2013, (4) Named to aiCIO Power 100 List in 2013 and 2014, and (5) Awarded Rising Star of Public Funds by Institutional Investor 2012. Mr. Chan graduated from UCLA with a B.A. in Economics and earned an M.B.A. from the Fuqua School of Business at Duke University.
Ms. Xu has 25 years of experience in venture capital investments in China. She has led several successful investments including JD.com, NetEase, Meituan-Dianping, 58 Ganji, Yifeng Pharmacy Chain, Three Squirrels Snack Food, and Bestore, etc.
Ms. Xu founded Capital Today in 2005 with the vision to help Chinese entrepreneurs build No.1 brands in China. Ms. Xu is a strong believer of “the power of branding” and “the power of compounding”. She is dedicated to help the Chinese entrepreneurs with Capital Today’s “Three Weapons” - building the brand, building the team, and building the KPI & Culture.
Ms. Xu was ranked in the top 10 venture capitalists of “the Midas List 2019” globally by Forbes, and received the highest ranking among all woman venture capitalists. She was also awarded one of the “China Top Venture Capitalists” by Forbes from 2008 to 2019, and “No.1 Female Investor in China” by Forbes in 2019. Prior to Capital Today, Ms. Xu was a partner and the China head at Baring Private Equity Partners Asia, and worked at Peregrine Direct Investments. She is an honorary trustee of Nanjing University where she received a bachelor’s degree.
Xiang-Dong (X.D.) Yang is a Managing Director and Chairman of Carlyle Asia, leading all Corporate Private Equity investments in Asia (ex-Japan). He joined Carlyle in 2001 as a Co-Head of the Asia Buyout advisory team. Carlyle has been investing in Asia for over two decades and is one of the largest private equity investors in Asia. Carlyle Asia has invested over US$15.5 billion in more than 150 companies in corporate private equity, and has current assets under management of more than US$11.8 billion, as of June 30, 2020. Mr. Yang is based in Hong Kong.
Prior to joining Carlyle, Mr. Yang spent nine years at Goldman Sachs, where he was a Managing Director and Co-Head of Private Equity Investment Asia ex-Japan.
Mr. Yang serves on the boards of Grand Foods Holdings Limited (McDonald’s China) and Du Xiaoman Financial. Mr. Yang is also a member of the Global Advisory Council of Harvard University and a trustee of the Hirshhorn Museum in Washington D.C.
Mr. Yang received his BA in economics from Harvard University and MBA from Harvard Business School. He is a native of China.
Mr. Belonogoff is a principal for CarVal Investors. Based in London, Mr. Belonogoff is responsible for leading the firm’s London office, as well as managing individual Corporate Securities investments globally. Prior to joining the firm in 1998, Mr. Belonogoff was business development manager for Fritz Companies CIS, a subsidiary of UPS, based in Moscow, Russia. Fluent in English and Russian, Mr. Belonogoff received his MBA with a concentration in finance from the Amos Tuck School at Dartmouth and a B.A. in economics and Russian studies from Bowdoin College, Brunswick, Maine, graduating magna cum laude.
CarVal Investors is a established global alternative investment fund manager focused on distressed and credit-intensive assets and market inefficiencies. Since 1987, our experienced team has navigated through ever-changing credit market cycles, opportunistically investing $124 billion in 5,490 transactions across 82 countries. Today, CarVal Investors has approximately $9 billion in assets under management in corporate securities, loan portfolios, structured credit and hard assets.
Mr. Ahn joined CD&R in 2011. Previously, he was a partner and head of the Asia-Pacific mergers and acquisitions service line at McKinsey & Company. In that capacity, he worked closely with management teams from multi-national companies regarding strategies to enter Asian markets, as well as large Asian companies expanding their businesses outside of their home markets. Mr. Ahn helped establish CD&R’s joint venture in China and serves as a partner at the Firm.
Education: Harvard Law School (J.D.), Stanford University (M.S., industrial engineering, B.A., economics)
Schonberger is one of the founding partners of CDH Investments and is the head of the firm’s investor relations activities. He is the principal liaison between the investment team and the firm’s over 100 global institutional investors and regularly participates in investment team meetings. Prior to the formation of CDH Investments, Schonberger was a Vice President in China International Capital Corporation’s private equity group. From 1987 to 1994, Schonberger worked at The First National Bank of Chicago in New York providing corporate finance services to corporate clients. After leaving First Chicago, he returned to China to pursue entrepreneurial ventures from 1994 to 1998. Schonberger received his MBA from New York University’s Graduate School of Business and B.A. from Wesleyan University.
Hamilton is a Managing Director of CDIB Capital. Prior to joining he served as the group Chief Executive Officer of Simon Murray & Company and Managing Partner of SMC Capital China ("SMC"), a Greater China focused investment management firm in private equity, long only funds, hedge funds, fixed income, and other direct investments. Prior to that, his background includes appointments as co-CEO of a UA Cinema (Hong Kong) and Vice President at Morgan Stanley investment banking division in New York and Hong Kong.
Hamilton received a JD-MBA from Harvard Law School and Harvard Business School, and an undergraduate degree from Harvard College.
October 12, 2020 (Shanghai, China) – Cedarlake Capital is pleased to announce the appointment of Ms. Wang Zheng as Chief Investment Officer and Managing Partner, effective November, 2020. Ms. Wang will take charge of Cedarlake’s private equity investment and fundraising activities.
Ms. Wang owns nearly 20 years of experience in the field of private equity investment and management consulting. Prior to Cedarlake, Ms. Wang was Partner at Cathay Capital responsible for private equity investment activities in China. She participated in the formation of several new funds and led multiple investments in the field of industrial technology, consumer technology, supply chain management and logistic services.
Ms. Wang also worked as the Partner for AGIC Capital and as Director in The Carlyle Group in her earlier investment career.
Ms. Wang holds an MBA degree from Kellogg School of Management and a bachelor’s degree from Fudan University.
Eric Li s the founder and managing partner of Chengwei Capital. He is a trustee and chairman of the advisory council of the China Institute at Fudan University. He also serves on the boards of Stanford University’s Graduate School of Business and the Freeman Spogli Institute for International Studies (FSI).
Mr. Li is a regular contributor to The New York Times, Foreign Affairs, Foreign Policy, and Financial Times.
Mr. Sanjay Kukreja joined ChrysCapital in 2000 and has been a Partner at the firm since 2012. He is currently the Chief Investment Officer at ChrysCapital, overseeing all of the firm’s investment activities. Prior to his CIO role, Mr. Kukreja led the Financial Services and Business Services sectors, which together accounted for over $1.5 billion of invested capital and almost $3 billion of realizations for the ChrysCapital funds.
Over the years, Mr. Kukreja has been instrumental in leading several high-profile investments and has also worked extensively on managing exits for ChrysCapital, where ChrysCapital is an industry leader.
Mr. Kukreja currently serves on the Boards of Hero Fincorp, GeBBS Healthcare Solutions, Infogain, Intas Pharmaceuticals, and has previously also served on the boards of several other companies such as KPIT Technologies, LiquidHub, and Shriram Transport Finance Company.
Mr. Kukreja holds an M.B.A. from the Indian Institute of Management, Bangalore, and a Bachelor’s degree in Economics from the Shriram College of Commerce, Delhi University. He has also attended the Executive Leadership Course for top management at the Indian School of Business, Hyderabad.
Mr. Menezes is a Partner & COO at ChrysCapital and has been with the firm for over 19 years. He is a member of the advisory committee and is responsible for diligence, regulatory/industry relationships, legal, compliance and operations. Mr. Menezes is a private equity veteran and has served on the board of the Indian private equity association for almost eight years, including as the vice-chairman. He has also served as a member of the CII National Committee of private equity and other industry bodies.
Prior to ChrysCapital, Mr. Menezes was with KPMG, in its information technology and U.S. GAAP practices, where, among other things, he was involved in the ADR issues and NYSE/NASDAQ listings of several leading Indian companies. Mr. Menezes is a rank-holding Chartered Accountant and received a Bachelor’s degree in commerce from Mumbai University.
Yichen ZHANG is the Chairman and CEO of CITIC Capital Holdings Limited. Mr. Zhang began his career on Wall Street in 1987 at Greenwich Capital Markets. He later joined Bank of Tokyo as Head of Proprietary Trading, and Merrill Lynch as Managing Director of Debt Capital Market for Greater China. In 2000, he joined CITIC Group as the President of CITIC Pacific Communications and Executive Director for CITIC Pacific (now CITIC Limited). He founded CITIC Capital in 2002 and has been involved in all phases of the firm’s development since then. Under his leadership, CITIC Capital has led a number of landmark deals, investing in some of China’s leading companies, including McDonald’s China, Alibaba, Sina, Harbin Pharmaceutical, SF Express, AsiaInfo and Focus Media. He is the Chairman of McDonald's master franchised business in China & Hong Kong, the Chairman of Harbin Pharmaceutical Group Holding Company, as well as the Chairman of Universal Medical. He also sits on the boards of Sina Corporation, AsiaInfo, SF Express, Frontier Services Group, and the Russia-China Investment Fund.
Mr. Zhang is a leader in the alternative investment industry. He is a board member of the Emerging Markets Private Equity Association (EMPEA), Executive Committee Member and former Chairman of the China Venture Capital and Private Equity Association (CVCA). He is also a Vice Chairman in Beijing Private Equity Association (BPEA), Tianjin Private Equity Association, and a Vice Chairman of the PE and Buyout Funds Committee under the Asset Management Association of China (AMAC).
Mr. Zhang is also a leader in political, economic and social communities. He is a member of the Eleventh, Twelfth and Thirteenth National Committee of the Chinese People's Political Consultative Conference (CPPCC), Senior Vice Chairman of Center for China and Globalization (CCG), a member of the Board of Trustees at the Carnegie Endowment for International Peace, a council member of Future Forum, and a board member of Aiyou Foundation.
He obtained his degree in Computer Science from Massachusetts Institute of Technology. A strong believer in education, Mr. Zhang has been supporting Phillips Academy Andover as a trustee, Yale Asia Development Council as a council member, Dalton Foundation as a board member, Duke Kunshan University as an advisory board member, Westlake University as an external board member, and the Tianjin Juilliard School as an advisory board member.
Eric Xin is the Senior Managing Director and Managing Partner of CITIC Capital China Private Equity. Previously, Mr. Xin was a management consultant with McKinsey & Co. in Shanghai and Washington, D.C. Mr. Xin has an MBA from Harvard Business School, with Honors, and a BA from Peking University.
Megumi Kiyozuka currently serves as the President & Representative Director of CLSA Capital Partners Japan. In this capacity, he is responsible for the overall investment activities of the firm and serves on the board of numerous portfolio companies. Prior to joining the firm in 2006, Mr. Kiyozuka was a Director focused on Japanese buyout opportunities in the consumer, healthcare, and industrial sectors with The Carlyle Group in Tokyo. He spent 6 years at Carlyle and was one of the founding members of Carlyle Japan. Prior to his tenure at The Carlyle Group, he was a Senior Manager at the MUFG Bank, Ltd., where he accumulated over 10 years of experience in M&A and syndicated loans across various countries in Asia. Mr. Kiyozuka received a B.A. in Economics from Shiga University and an M.B.A. from the Haas School of Business, University of California at Berkeley.
As Co-Head of Origination, Francois is responsible for managing the firm’s investment origination activities worldwide. He is based in the firm’s London office.
Prior to joining Coller Capital in 2007, Francois worked in the Investment Banking division of UBS in London. Previously, he worked at Gimar Finance and PAI Partners in Paris, and at Société Générale in New York.
Francois has an MSc in Engineering from École Nationale des Ponts et Chaussées in France, and an MBA from INSEAD.
Robert joined Delphos as Chairman for Asia-Pacific in October 2020. He has over 30 years of experience spanning both global finance and sustainable development. He is currently the Managing Director Asia-Pacific for Convergence, the global non-profit network for blended finance. Prior to joining Convergence, he founded and led The Serendra Group, a boutique emerging markets advisory firm that helps CEOs build profitable and sustainable businesses in emerging markets, and was the President and CEO of EMPEA, the global industry association for private capital in emerging markets. Prior to this, he served as Director of the Private Sector Capital Markets Division at the Asian Development Bank, following a global career in senior leadership positions at firms such as ABN AMRO Bank, GE Capital, GE Energy, Lehman Brothers and Singapore Exchange.
Matthew Bartus is co-chair of Cooley’s global emerging companies and venture capital practice group. He spent 20+ years in Silicon Valley before relocating and founding Cooley’s Singapore office in 2020. Matt advises high-growth technology and life sciences companies and investment funds on strategic decision-making, private financings of all stages, initial public offerings, mergers and acquisitions and corporate governance matters. Over the course of his career, Matt has advised companies, investors, buyers and sellers on over a thousand transactions, having a total value in excess of $50 billion.
Matt is admitted to practice in Hong Kong, Singapore, California and New York. He received his JD, cum laude from New York University School of Law.
Will Cai is a corporate partner and the head of Cooley Asia capital markets. His practice focuses on cross-border China-related legal matters. He represents issuers and global investment banks in US and Hong Kong capital market transactions. He also advises private equity funds and multinationals in their investments in the Greater China region, as well as Chinese companies in their cross-border M&A activities.
Will has worked on 50+ successful IPOs in the US and Hong Kong capital markets in the last decade, with a focus on life sciences, technology and new economy companies. In addition, Will has represented a significant number of leading new economy companies in their M&A transactions, including a number of landmark deals.
The deals Will has worked on over the years have garnered a number of rankings and accolades including the ‘Best IPO of 2017’ by FinanceAsia Magazine, ‘Equity Deal of the Year for 2017’ at the IFLR Asia Awards in 2018, the largest technology IPO in Hong Kong in 2017, one of China Business Law Journal’s Deals of the Year in both 2016 and 2015 and one of Asian-MENA Counsel magazine’s Deals of the Year for 2015.
From 1997 to 2003, Will worked for the Supreme People’s Court of China, where he acquired extensive experience and knowledge of the Chinese judiciary.
Will received his JD from Stanford Law School and LLB from China University of Political Science and Law. He is a native Mandarin speaker and is fluent in English. He is admitted to practice in California and Hong Kong.
Pang Lee is a partner in the Shanghai office of Cooley LLP and the founding partner of CYL & Partners, a firm of Hong Kong solicitors which practices in association with Cooley HK, a HK registered law firm. His practice is focused on the formation and operation of various private investment funds, with a focus on venture capital funds, buyout funds and investment advisory businesses. He has been involved on behalf of sponsors and investors in the formation of some of the largest and most active funds and managers in the region. His practice is focused particularly on fund managers making investments around the Pacific Rim, with an emphasis on Greater China, Southeast Asia and India. Pang also has experience advising clients on a variety of issues including carried interest arrangements, co-investments and strategic joint venture arrangements.
Pang is a regular speaker and moderator at venture capital industry conferences.
Pang received his JD from the University of Pennsylvania Law School and his BS in Biology from Massachusetts Institute of Technology. Pang is fluent in English and is a native Cantonese speaker. He is admitted to practice in New York and Hong Kong.
For over 18 years, Ferish Patel has advised clients across the full-spectrum of corporate matters --- including private financings of all stages, IPOs, bank financings, leveraged buyouts, mergers and acquisitions, joint ventures and corporate governance matters. This breadth of transactional experience has allowed Ferish to provide strategic guidance to founders, high-growth companies and investment funds on matters in Asia, Europe, Latin America and the US. In so doing, he has assisted clients in raising over US$100 billion in public and private financings, involving equity and debt capital. In Asia, Ferish has led some of the most complex transactions for venture capital- and private equity-backed companies, including for Cred, FinAccel, Flipkart, Meesho, PhonePe, ZestMoney and Zilingo.
Ferish has practiced in New York, India, Hong Kong and Singapore, and has been based in Asia for ten years. Prior to joining Cooley, Ferish founded and led the Singapore office of Gunderson, and he previously practiced with Simpson Thacher in New York and Davis Polk in Hong Kong. Ferish is fluent in Hindi and Gujarati.
Henry Yin is partner at Cooley LLP. He is a trusted advisor to clients on complex public and private mergers and acquisitions (including cross-border/outbound investments), private equity, venture capital and growth investments, joint ventures, PIPEs, financings, going-private transactions and other general corporate matters in China, US and globally covering diverse industries including technology, life sciences, film, media, financial services, consumer, automotive, big data, e-commerce, software, hardware, education/edtech, manufacturing, fintech, logistics, blockchain, real estate, reinsurance, pharmaceuticals and infrastructure.
Henry also advises family offices, founders, significant shareholders and corporate clients in negotiated or contested complex transactions, corporate governance matters, boardroom and transaction strategies, ESOP matters, competitive bidding process, Greater China entry strategies and other technology transactions. Henry received his JD with honors from Duke University School of Law and BA from University of International Relations.
Xun Zeng is an investment funds partner of Cooley’s Beijing office. Her practice focuses on the formation, structuring and operation of a wide variety of investment funds, including venture capital, private equity, real estate, hybrid and co-investment funds. She advises fund sponsors on the marketing, formation and operation of their funds, as well as upper-tier arrangements, carried interest plans, strategic joint venture arrangements and various governance matters. Xun represents China-based venture capital and private equity fund managers, and also has extensive experience in representing institutional investors (including sovereign wealth funds, insurance companies and funds of funds) in connection with investments in private funds, including buyout funds, venture capital funds, credit funds, hedge funds and separately managed accounts.
Xun is a lecturer in Law on the faculty of the University of Pennsylvania Carey Law School. She teaches Private Investment Funds.
Xun started her legal career as a fund formation lawyer in the New York office of Paul, Weiss, Rifkind, Wharton and Garrison LLP.
Xun is admitted to practice in New York and Hong Kong. She is a native Mandarin and Cantonese speaker.
Education
• University of Pennsylvania Law School JD, 2007
• University of Pennsylvania Law School LLM, 2003
• Sun Yat-sen University School of Law LLB with honors, 2002
Bar Admissions
• New York
• Hong Kong
Prior to launching Coral Capital, James was a co-founder and head of 500 Startups Japan. With about $140m under management, he’s been a seed investor in over 40 companies. He is also a Board Director at SmartHR, where he was an early investor and led their ~$14m Series B. Prior to 500 Startups, James covered early stage investments for DeNA’s venture arm, focusing on Silicon Valley and Asia. He was listed on the Forbes Asia 30 Under 30 list for Finance & Venture Capital in 2016.
Before investing, he was the founding CEO of ResuPress (now Coincheck, one of the largest cryptocurrency exchanges in Japan), and the creator of STORYS.JP, the “Medium.com of Japan.” In another life, he worked at J.P. Morgan in New York and Tokyo. He grew up in Japan and speaks fluent Japanese.
In his free time, he is an avid snowboarder, diver, and yakitori connoisseur.
Mr. Cornell is the Senior Partner of Cornell Capital. Prior to founding the firm, he was the Vice Chairman and one of the original architects of the Merchant Banking Division of Goldman Sachs.
Mr. Cornell has over 35 years of experience across all aspects of private equity investing in a broad array of industries. He began his career as an attorney with Davis Polk & Wardwell before joining Goldman Sachs’ Investment Banking Division in 1984. He moved to Tokyo in 1988 to found Goldman Sachs’s real estate efforts in Asia, and then moved to Hong Kong in 1992 where he founded Goldman Sachs’ principal investment business in Asia. Under his leadership, Goldman Sachs made numerous landmark investments in the region, including Industrial and Commercial Bank of China (ICBC), Kookmin Bank, Ping An Insurance Company of China and Sanyo Corporation. Henry returned to New York in 2000 as the Head of Private Equity Americas and Asia, and as a member of the Global Investment Committee. He was subsequently named Vice Chairman of the Merchant Banking Division. Henry’s notable US investments while at Goldman Sachs include Allied World, Barrett Energy, Cobalt, Kinder Morgan, MRC Global and USI.
Henry is a Director of Corelle Brands, Blue Mistral, MRC Global, PureStar Linen Group and Talcott Resolution.
Henry is a member of the Board of Trustees of Mt. Sinai Hospital, the Whitney Museum, The Asia Society and the Navy SEAL Foundation, and is a member of the Council on Foreign Relations.
Jeremy joined CPE Capital (CPEC) in July 2016. He oversees legal affairs for the Group and its investee companies, with a focus on transactions, risk management and governance.
Previously, Jeremy was General Counsel and Company Secretary at Accolade Wines, one of the world’s largest global wine businesses and part of the CHAMP III portfolio. In this role, he managed the legal, compliance, company secretarial, external affairs and government relations functions globally.
Jeremy qualified as a lawyer in 1997 and is admitted to practice in New South Wales, South Australia and the United Kingdom. He has broad legal experience, gained in corporate environments across the wine and finance industries, and from leading law firms in Australia and the United Kingdom.
Jeremy has held directorships in the private and not for profit / industry association sector. He is also a member of the Australian Institute of Company Directors.
Mr. Alvin Lam is a Principal with CVC Capital Partners. Alvin joined CVC in 2005 and is a member of the CVC’s Asia Operations Team, based in Hong Kong. Prior to joining CVC, Alvin was a Principal with the Boston Consulting Group’s Greater China practice and worked for Philip Morris International in a regional business development role. Alvin holds a BSc Degree from the Massachusetts Institute of Technology, an MBA from the Wharton School and an MA in International Studies from the University of Pennsylvania.
Ira Ehrenpreis is Founder and Managing Partner of DBL Partners, a leading impact investing venture capital firm, currently managing more than $1 billion of capital. DBL invests in companies that can deliver top-tier financial returns, while simultaneously driving social or environmental change.
Ira is a recognized leader in the venture capital industry, having served on the Board, Executive Committee, and as Annual Meeting Chairman of the National Venture Capital Association (NVCA). He currently serves as the President of the Western Association of Venture Capitalists (WAVC) and as the Chairman of the VCNetwork, the largest and most active California venture capital organization.
Ira was awarded the NACD Directorship 100 for being “one of the most influential leaders in the boardroom and corporate governance community.” In 2007, he was named one of the “Top 50 Most Influential Men Under 45" (when he was under 45!) and in 2014 was inducted into the International Green Industry Hall of Fame.
Ira serves on the board of Tesla Motors (NASDAQ: TSLA) and currently supports the firm’s investments in several other companies including Apeel, Better Place Forests, The Boring Company, Mapbox, Planet, R-Zero, and SpaceX.
Ira has served for several years as the Chairman of the Silicon Valley Technology Innovation & Entrepreneurship Forum (SVIEF). He is the Founder and Chairman of one of the most prominent annual energy innovation industry events, the World Energy Innovation Forum (WEIF), which convenes the who's-who in the industry to discuss the important energy issues and opportunities of our time. Ira also served for many years on the Advisory Board of the Forum for Women Entrepreneurs (FWE).
Ira is also an active leader at Stanford University, where he has served on the Board of Visitors of Stanford Law School and is currently an advisory board member of the Stanford Precourt Institute for Energy (PIE) Advisory Council and the Stanford Global Climate and Energy Project (GCEP). Ira has also been a guest lecturer, including helping to teach a course on Venture Capital.
Ira received his JD/MBA from Stanford Graduate School of Business and Stanford Law School, where he was an Associate Editor of Stanford Law Review. He holds a B.A. from the University of California, Los Angeles, graduating Phi Beta Kappa and Summa Cum Laude.
Connect on LinkedIn: www.linkedin.com/in/iraehrenpreis/
Ira can be reached at: ira@dblpartners.vc
Melisa Irene is Partner of East Ventures, an early-stage investment fund with B2C and B2B focus industry. Over 5 years, she has worked closely with startup founders across SEA to provide coordination and support for venture growth and fund raising.
East Ventures has funded hundreds of early-stage companies in Southeast Asia since their early days. Most of the companies have received subsequent funding round and riding on top of Indonesia's middle-class consumer growth. The firm has also exited investments through M&A to local and international companies. This year, East Ventures crowned as the most consistent top performing VC fund globally and is the most active investor in SEA and Indonesia.
Jaideep Das is a Partner and the Global Lead for M&A services in ERM. He also acts as the global lead for environmental, social, and governance (ESG) advisory services, and his work has included supporting fund managers in applying market-leading approaches to integrate ESG into their strategy, investment, and ownership processes. He has worked extensively for private markets clients such as Bain Capital, Bridgepoint, Carlyle, EQT, IFM, KKR, OMERS, Partners Group, Permira, Riverstone and Triton as well as limited partners such as PGGM and APG. Mr. Das was retained by InvestEurope from 2012–2015 to co-develop and deliver their integrating ESG training course to over 60 fund managers and limited partners and currently sits on their ESG Core Roundtable. He was also an author of the PRI-ERM guidance on ESG monitoring, reporting, and dialogue in private equity published in 2018.
Mr. Das has a Master’s in environmental economics and sustainability management from Strathclyde Business School.
Suneel G. Kaji is a Managing Director with Everstone Capital, based in the Firm’s New York office, and addresses cross-border private equity investments and the Firm’s strategic partnerships across investment platforms. Mr. Kaji has over 20 years' private markets’ experience in control and structured direct investing (private equity, special situations, and credit) as well as manager selection and co-investing, principally in Asia and the US. Prior to joining Everstone, Mr. Kaji was a senior member of UTIMCO’s Private Investment team addressing mid-cap private manager relationships and non-syndicated co-investments, including a focus on Asia. Prior to joining UTIMCO, Mr. Kaji had been a Founding Partner of Accordion Capital, the principal co-investment affiliate of Accordion Partners, a New York-based private equity consultancy. Previously, Mr. Kaji had been a Managing Director-Private Investments at The Rohatyn Group/TRG Management in New York and Hong Kong, after having been a Director at GEM-Kinderhook, a mid-cap private investment firm founded by Soros and Morgan Stanley Capital Partners alumni. Mr. Kaji started his buyside career at DLJ Merchant Banking Partners in New York and Hong Kong and at Goldman Sachs PIA, after having started in investment banking at Salomon Brothers in M&A and Leveraged Finance. He received his MBA from the Stanford Graduate School of Business, and Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania.
Rich Itri is a Senior Vice President of Professional Services (CIO Advisory) at Eze Castle Integration. Mr. Itri has over 22 years of IT executive experience, spending his entire career managing IT within the financial services industry. Prior to joining Eze Castle, Mr. Itri was Managing Director and Chief Technology Officer for PJT Partners, a boutique investment bank, Principal and Chief Information Officer for Sky Road and held Chief Information Officer positions at Arrowhawk Capital Partners and Arbalet Capital Partners. Over the years, Mr. Itri has developed and managed innovative, business aligned platforms, that drive revenue and operational efficiencies. He holds positions on several Advisory Boards and volunteers his time to help non-profits leverage technology.
Mr. Caldwell joined us in 2007, and is a Partner of the firm and the Head of Asia. Prior to joining, Mr. Caldwell served as an Executive Director at Goldman Sachs’ European Special Situations Group (ESSG). Before joining ESSG, Mr. Caldwell worked for Goldman Sachs’ Whitehall Street Real Estate Funds in Tokyo. Mr. Caldwell graduated summa cum laude from Princeton University with a B.A. in Public Policy.
Mr. Frank K. Tang is the Chairman and CEO of FountainVest Partners, a leading private equity firm dedicated to China with offices in Hong Kong, Shanghai and Beijing.
Prior to founding FountainVest, Mr. Tang headed the China investments for Temasek Holdings. As a Senior Managing Director of Temasek Holdings, he was a member of the firmwide Senior Management Committee and Senior Investment & Divestment Committee.
Mr. Tang was with Goldman Sachs for nearly 11 years. He started his investment banking career at Goldman Sachs in New York, and then moved to Hong Kong. Mr. Tang worked as an Executive Director in Principal Investment Area, the private equity arm of Goldman Sachs. He was later Managing Director and Head of the Telecom, Media and Technology investment banking in Asia ex-Japan for Goldman Sachs prior to joining Temasek.
Mr. Tang was born and raised in Shanghai, and holds an MBA from Columbia Business School in New York. He is a board governor of the China Venture Capital and Private Equity Association. Mr. Tang also sits on the board of Accenture (a global Fortune 500 company) and Weibo (the most popular social media in China). He is also a member of Columbia Business School’s Board of Overseers.
Alicia Gregory is currently Head of Private Equity at Future Fund, Australia’s Sovereign Wealth Fund where she has responsibility for in excess of $22bn in assets invested in private equity. Prior to that she worked for MLC for 17 years, most recently as Head of Private Equity.
Alicia has over 20 years’ experience in the financial services sector and holds a Bachelor of Business from University of Technology, Sydney, is a CFA charterholder and has completed the General Management Programme at INSEAD.
Gopal Jain is Managing Partner and Co-founder of Gaja Capital, an India-focused growth & buyout firm based in Mumbai. Founded in 2005, Gaja is a leading player in India’s private equity market with an exceptional track record of 20+ investments and an AUM of over $500m. Gaja has invested consistently in India’s mid-market across themes in education, financial services & consumer, with a key focus on driving scale and transformation in its portfolio companies via operational value add.
Gopal leads both the executive and investment functions at the firm and has personally led several of the Firm’s investments. Gopal has been investing in Indian equities since the age of thirteen and has been a professional investor in the Indian capital markets for almost thirty years. He is one of the more experienced private equity investors in India, having led or co-led over 25 private equity investments since 1995. Several of the companies Gopal has backed have grown 10x in value since the investment. Prior to Gaja Capital, he was country head for the Boston-based View Group one of the pioneers in Indian private equity.
Gopal is an active columnist and is currently member of SEBI’s Alternative Investment Policy Advisory Committee and Indian Private Equity and Venture Capital Association’s Executive Committee. He has a deep interest in the social sector and leads Gaja Gives which supports a wide and growing number of philanthropic efforts in India.
Gopal is a Graduate in Electrical Engineering from IIT Delhi. He is remembered on the campus for being one of the first graduates from the institute to turn entrepreneur before graduating. He currently lives in Mumbai with his mother Sudesh, wife Chitra and daughters Srishti and Ira.
Jenny Lee is a managing partner with global venture capital firm GGV Capital and is best known for her focus on startup innovation in areas such as EduTech, FinTech, Robotics, and AI. Since 2005 she has been instrumental in helping 10 early stage companies go public on NYSE, Nasdaq, ChiNext, HKSE and SSTAR exchanges, and numerous portfolio companies exit via M&A. Jenny has been a member of the Forbes Global 100 VC Midas list since 2012 and was the first woman to break the top 10 in 2015. She has been recognized by The New York Times/CB Insights, Vanity Fair, Fast Company, Forbes Asia and Singapore’s Business Times among the most successful and influential global investors throughout the decade. She started her career as a jet engineer at Singapore Aerospace and is a graduate of Cornell University and Kellogg School of Management, Northwestern University.
Shin is Managing Partner at GLOBIS Capital Partners. Shin leads GLOBIS’s investments in mobile, digital media, and web services. Shin takes a hands-on approach to his portfolio companies initiating strategy development, organization/process development, partnership development, and global expansion.
His track record includes: IPO iStyle (ticker TSE 3660), Aucfan (3674), Kayac (3904), Pixta (3416), and Mercari (4385); M&A Shimauma Print System (acquired by CCC), and nanapi (acquired by KDDI). His portfolio includes Lancers, Viibar, Timers, Coubic, Reblue, and Mirrative etc. Selected as Forbes Japan Midas List Most Influential Venture Investor 2018.
Prior to Globis, Shin led management consulting projects at Arthur D. Little where he developed corporate strategy, new business strategy and innovation strategy for leading IT service providers and software companies. Shin received BA in Economics from University of Tokyo (graduation thesis with Honor), and MBA from Harvard Business School (Second Year Honor). Shin has 8 years of overseas experience in England, Holland and the US.
Emre Hidekazu Yuasa is Principal at Globis Capital Partners, leading investments in IT startups targeting digital transformation of various industries. His track record includes GLM (electric vehicle startup, acquired by a Hong Kong based public company) and he sits on the board of Sensyn Robotics (integrated drone solution), MFS (mortgage and personal credit scoring), Global Mobility Service (auto loan, IoT), TABILABO (digital media and brand studio), Photosynth (smartlock IoT) and work closely with Shippio (digital freight forwarder), and CADDi (procurement platform for manufacturing parts).
Prior to joining Globis Capital Partners, Mr. Yuasa worked for Deloitte Tohmatsu Consulting (Tokyo) and KPMG Management Consulting (Tokyo), where he specialized in overseas expansion and Post Merger Integration.
He currently teaches at Globis University Graduate School of Management (MBA).
Mr. Yuasa graduated from Harvard Business School (MBA) and Ohio State University (magna cum laude).
Michael is a partner at Golden Gate Ventures. He joined the firm in 2013 and is currently leading the Growth venture fund. His entrepreneurial journey began in 2000 when he co-founded an IT managed services startup that was acquired in 2006. In 2007, Michael founded a venture fund focused on Dutch small- and medium-sized enterprises to help them with capital financing, business development, and strategy. During the same period, he was invited to join the Economic Development Board Rotterdam as vice-chairman. In that role, he launched the Young Economic Development Board. He brought together a highly influential Dutch network to increase public-private relationships to ensure business leadership invested in local while leveraging the public infrastructure.
Michael was introduced to Golden Gate Ventures in 2013 and relocated with his family to Singapore to join as a Venture Partner in 2013, helping with fundraising, strategic partnerships, mergers, and acquisitions. Since then, Michael has helped to raise over USD $60M for Golden Gate Ventures and its portfolio companies, including helping to raise later stage rounds from external investors as well as leading two early strategic acquisitions.
Sport is an essential part of Michael’s life. He is a former member of the Dutch karate team and the former ambassador for Treknology ( Trek bikes distributor in Singapore). Michael actively participates in Ironman 70.3 races and marathons. Besides sport, Michael is an active writer and writes articles regarding life, balance and venture capital on michaellints.com
Maurice Gordon is a senior managing director and the head of private equity at Guardian Life Insurance company of America.
He has over 25 years experience in private equity investing and portfolio management. In addition to Guardian Life, he has headed up private equity teams at Hartford Insurance and CIGNA insurance.
He and his team currently manage a $3 billion private equity Portfolio that includes buyouts, growth, venture, infrastructure, credit and farmland. He invests in primary funds, co-invests and secondaries.
Maurice holds BA in MS degrees in economics from the University of Illinois and a chartered financial analyst designation.
Juan is a Vice Chairman and Head of International at Hamilton Lane, based in the firm’s Hong Kong office, where he oversees the firm’s Asian and European investment activities and client relationships.
Prior to joining Hamilton Lane in 2005, Juan was an Investment Manager at Baring Private Equity Partners Ltd. in London, where he focused on mid-market private equity in Europe. Previously, Juan held senior research positions at UK institutions such as the University of Essex and was a lecturer and Fulbright Scholar at Stanford University. Juan began his career as an analyst in Madrid at the SEPI (formerly known as lnstituto Nacional de Industria).
Juan received a Ph.D. in Research Methods/statistics and a B.A. in Political Science and Sociology from the Universidad Complutense de Madrid, Spain. He is a Chartered Financial Analyst, a member of the CFA Institute and the Securities Institute.
Tomoko Kitao is a Managing Director at Hamilton Lane, based in the firm’s Tokyo office, where she is primarily responsible for management support and development of the firm’s client relationships in Japan. Prior to joining Hamilton Lane in October 2012, Ms. Kitao was with the Bank of Tokyo-Mitsubishi UFJ, most recently as Chief Manager in the International Credit Division. Previously, she was Senior Manager in the Structured Finance Division, where she was responsible for managing a portfolio of global private equity fund investments. She also has extensive experience in the Credit Division, having worked out of the bank’s New York and London offices. Ms. Kitao received a B.A. from International Christian University. She is a Chartered Financial Analyst and a member of the CFA Institute and CFA Society Japan. Ms. Kitao currently holds a Sales Representative Qualification Class 1, 2, and an Internal Administrative Qualification with the Japan Securities Dealer Association.
Xiaying is the Head of Singapore at Hamilton Lane, she is also responsible for leading business development activities in South East Asia.
Prior to joining Hamilton Lane in 2016, Xiaying was an Associate Director with BNP Paribas’ Global Markets Institutional Solutions Sales team. Xiaying began her career as an analyst at BNP Paribas’ Equity and Commodities Structuring Group.
Hemal Mirani rejoined HarbourVest's senior management team in Asia in 2015 to focus on investments and investor relations across the Asia Pacific region.
Ms. Mirani first joined HarbourVest in 1997 and spent eleven years developing relationships with leading Asian private equity managers and working with our investors and consultants across the region to advance and optimize their private market investment programs. She rejoined HarbourVest after six years with CVC Capital Partners in Hong Kong, where she was head of investor relations in Asia and Chief Administrative Officer.
Ms. Mirani received a BA in Commerce from Sydenham College (Bombay) in 1989, an MA in International Studies with a Japanese language concentration from the Joseph H. Lauder Institute, and an MBA in Finance from the Wharton School in 1997. The latter two were part of a joint degree program at the University of Pennsylvania. Hemal speaks fluent Japanese.
Kelvin Yap joined HarbourVest’s London office in 2006 to focus on growth equity and buyout co-investments in Europe and Asia Pacific. In 2009, Kelvin transferred to HarbourVest’s Hong Kong team to focus on primary partnership fund investments and direct co-investments in Asia Pacific. Kelvin currently serves as a board observer at APIIT Education Group, and Ascender.
Kelvin joined HarbourVest from Deloitte in London, where he managed merger and acquisition (including demergers and IPOs) due diligence for both private and public transactions. Prior to that, Kelvin was a senior associate at PwC in Kuala Lumpur, Malaysia.
He received a BC with a double major in Accounting and Finance from Monash University in Australia in 2001. Kelvin is a Chartered Accountant with The Institute of Chartered Accountants in Australia. In addition, he received the Chartered Financial Analyst designation in 2007 from the CFA Institute. He speaks fluent Cantonese, Indonesian, and Malay.
Martin Yung joined HarbourVest in 2014 and focuses on secondary investments. This includes analyzing, structuring, and monitoring a wide range of secondary transactions.
Martin was previously at Pomona Capital where he was responsible for sourcing and executing secondary investments and monitoring its primary fund of funds program in the Asia Pacific region. Prior to that, he held a number of roles at Paul Capital and Lloyds Banking Group in London and Hong Kong.
Anson focuses on financial market outreach and promotion, covering the asset and wealth management sector, including traditional and alternative asset managers, family offices and institutional investors. Prior to taking up his current role, Anson spearheaded development of Hong Kong’s private equity and venture capital fund market, including the mapping out of Hong Kong’s Limited Partnership Fund regime, broadening of tax exemption to cover onshore funds, etc. Anson also worked at HKMA’s Direct Investment team and Risk & Compliance Department, where he was responsible for Exchange Fund’s PE and real estate investments and investment operational and business risk compliance matters respectively. Before joining the HKMA, Anson was a member of the HKSARG Administrative Officer grade and served at various policy bureaux including Financial Services and the Treasury Bureau, where he closed the railway merger deal and advised on various public infrastructure financing projects; and Chief Secretary for Administration’s Private Office, etc., where he acquired extensive experience in policy formulation.
Mr Edmond Lau is responsible for external affairs, financial infrastructure and research. He holds a Bachelor of Social Sciences degree in Economics and a Master of Social Work degree from the University of Hong Kong. Mr Lau joined the Hong Kong Government as an Administrative Officer in 1986. He joined the HKMA in 1997 as Division Head (Banking Development) and had been involved in banking reform and the establishment of the Deposit Protection Scheme. He also served as the Administrative Assistant to the Chief Executive of the HKMA in 2004 after a one-year secondment to the Financial Services and the Treasury Bureau. Mr Lau was promoted as Executive Director (Strategy and Risk) in 2005. He assumed the post of Executive Director (Monetary Management) from 2007 to 2013 when he resigned from the HKMA to pursue further study and, thereafter, take up a leadership role in an NGO. Mr Lau joined HKMC Annuity Limited as Chief Executive Officer in 2017.
Jacob Chiu is a Managing Director responsible for Asian PE manager research and co-investments for HQ Capital, a leading global independent alternative investment manager with $10 billion AUM in private equity and real estate. Previously, he was a Partner with FLAG Squadron Asia; a Managing Director with Search Investment Group; and held senior operating and financial roles with Glaxo, Kraft and TigerPack. He holds an MSc in Financial Management from the University of London.
Vicky is a Director in the Investment Team at HQ Capital Asia. Vicky has more than 10 years of investing experiences in both public and private equities in Asia. Before joining HQ Capital, Vicky was a Vice President at Siguler Guff based in Shanghai, where she focused on Chinese PE/VC fund investing and co-investments. Prior to that, Vicky was an investment professional at Eton Park Asia, Morgan Stanley Special Situation Desk and Lunar Capital. Vicky received her B.A. with first-class honors in Economics from the University of Cambridge and her MBA from Harvard Business School. She is native in Mandarin Chinese and fluent in English.
IMM is one of the leading private equity investment firms in Korea with approximately US$6.0 billion AUM. At IMM, Joseph is responsible for investments in Korea and Asia and cooperating with Korean and international investors on fund and co-investment opportunities. Key sector focus for Joseph has been healthcare, media, technology-driven services and manufacturing, and consumer.
Previously, Joseph was with Fortress Investment Group in New York. Prior to joining Fortress, he was at Morgan Stanley’s New York office. Joseph served in the Republic of Korea Army as an officer and prior to that was an M&A attorney at Skadden, Arps in New York.
Joseph graduated from Princeton University and the University of Pennsylvania Law School. He is a Chartered Financial Analyst.
JP Gan is a Founding Partner of INCE Capital. With over 20 years of experience in venture capital, Mr. Gan has been ranked a top venture capitalist worldwide by the Forbes Midas List for five consecutive years and was No.5 on the global list in 2019. He has been named a top venture capitalist in Asia and China by multiple media and institutions including CB Insights / New York Times, Fortune Magazine, AVCJ, Zero2IPO, ChinaVenture, and 36Kr.
Focusing on Internet consumer and intelligent technologies sectors, Mr. Gan’s successful investments include Trip.com Group Ltd. (NASDAQ: TCOM, an independent director since 2002), Bilibili Inc. (NASDAQ: BILI, an independent director since 2015), Dianping.com (merged with Meituan, HKEX: 03690), Musical.ly (acquired by ByteDance and became TikTok), Meitu Inc. (HKEX: 01357), Jiayuan.com, PPS Inc and ATL.
Prior to founding INCE Capital, Mr. Gan had been a Managing Partner and member of the investment committee of Qiming Venture Partners for 13 years. He started his venture capital career at the Carlyle Group in 2000 and was a Director and founding member of its Asian venture fund. He has also worked at KongZhong Corporation, Merrill Lynch, and PricewaterhouseCoopers.
Mr. Gan holds a BBA from the University of Iowa and an MBA from the University of Chicago Booth School of Business. He is a member of the University of Chicago Booth Council and Polsky Center Council.
Reijiro (Ray) Yamamoto, a founding Partner of Integral has over 20 years of experience in investment banking activities including domestic and cross-border M&A, MBOs, LBOs, going-private transactions, debt-restructuring, workouts of multi-national insolvent companies and sales of non-performing loans in Japan, Europe and the US. He is extremely knowledgeable on deal financing issues, having arranged, structured, negotiated financing for numerous transactions.
Mr. Yamamoto began his career with Mitsui Bank (the current Sumitomo Mitsui Banking Corporation (SMBC)) in 1984. In 1990, he joined AT Kearney as a management consultant in Chicago and subsequently, he moved to London in 1991, where he engaged in Sakura Bank’s (currently SMBC’s) structured finance. After 7+ years in London, he returned to Japan in 1998 and joined Sakura Bank’s Mergers and Acquisitions Department (currently SMBC’s M&A firm) where he was in charge of the cross-border M&A group. In 2000, he joined Unison Capital, one of the first buyout funds in Japan. When he was with Unison Capital, he played a key role in the success of Unison’s first fund. He provided advisory services to his portfolio companies often taking on the director role at the companies in which the fund invested.
While at GCA, he structured and closed the MBO of World Co., Ltd., the largest MBO in Japan and also led a lot of landmark M&A deals of Japan such as a US$19 billion worth merger between Hankyu and Hanshin railway companies. He was also an investment committee of Fund I of Mezzanine Corporation, a 100% subsidiary of GCA and the first independent Mezzanine investment firm in Japan.
Huai Fong is the Regional Lead for the East Asia & the Pacific PE Funds team of the International Finance Corporation (“IFC”) where she is responsible for leading investments into funds in the region.
Prior to joining IFC, Huai Fong spent five years with Deutsche Investitions-Und Entwicklungsgesellschaft MBH (“DEG”) where she had a primary coverage of Southeast Asia. She led fund investments and co-investments in the region as well as managed a portfolio of funds through her Advisory Committee positions. Before DEG, Huai Fong was with UOB Venture Management where she did direct equity investments into growth stage companies in Southeast Asia and China.
Huai Fong holds a Bachelor’s degree in Business Management and in Economics (Honors and Dean’s list) from the Singapore Management University. She has also passed all three levels of the Chartered Financial Analyst program.
Tadashi Nishizawa is a Director of Private Equity Investment Department of Japan Post Bank (JPB). He has over 15 years of private equity investment experience. Before joining JPB in 2016, he was the Head of Private Equity Division of Daido Life Insurance Company between 2013 and 2016. Prior to that, he spent about 8 years at Alternative Investment Capital Ltd (AIC), an investment advisory firm in private equity investments, where he was most recently Senior Vice President and involved in the management of more than 100 private equity funds portfolio globally. Earlier in his career, he was with Daido Life Insurance Company where he had been in charge of private equity investments since 2002 as well as foreign government bond investments since 1997. He holds a bachelor’s degree in Economics from Hokkaido University.
Tetsuro Onitsuka is a Head of Special Situations and Managing Director of Buyout at Japan Post Investment Corporation, the captive direct investment vehicle of Japan Post Bank and Japan Post Insurance. Prior to joining Japan Post, he was the Head of Japan at TPG, a leading global alternative asset manager, where he spent 10 years covering Japan, Korea and South East Asia. Tetsu received his BA in economics from Harvard College, and his MBA from Harvard Business School, where he was a Baker Scholar.
Erhai has nearly 20 years of venture capital investment experience.
Typical investments include: NIO (NYSE: NIO), Mobike, Tuhu, Newlinks, Lumi, Temi, Healthy.io, MegaRobo, Happy Elements, Evercare, BitAuto (NYSE: BITA), CAR (HK: 00699), Renren (NYSE:RENN), iDreamSky (NASDAQ: DSKY),
Zhaopin.com (NYSE: ZPIN), Zeus Interactive (SZ: 002354), xin.com (NASDAQ: UXIN), Locojoy, Wish.
Erhai’s industry recognition includes:
-‐The Midas List of Global Top 100 Technology Investors, Forbes, 2018-‐ 2020 and 2012
-‐Top 30 Most Influential Investors, FORTUNE China, 2016-‐2019
-‐2020 Investor of the Year, Cyzone.cn
-‐Top 100 Venture Capital Investors, Zero2IPO, 2017-‐2019
Erhai holds an EMBA from Tsinghua University, Beijing, China; a Master’s de-‐ gree in global finance and an MBA from Fordham University, New York, the U.S.; a Master's degree in psychology from Peking University, Beijing, China; a Mas-‐ ter's degree in communication and information system from Xidian University, Xi’an, China; and a Bachelor's degree in communication engineering from Gui-‐ lin University of Electronic Technology, Guilin, China.
Experience
Gregory R. Hara oversees all investment and divestment decisions made at the Firm, as well as its strategic direction. Mr. Hara has been responsible for the investment activity of the Firm since 2006 when he, together with other founding Partners, formed J-STAR Co., Ltd. Before that, Mr. Hara was a Senior Manager of Tokyo based JAFCO Co., Ltd., the largest private equity investment firm. Before that, he was a Vice President of Lehman Brothers Inc, based in Tokyo, and prior to that a Vice President of The Long-Term Credit Bank of Japan, based in Tokyo, Osaka, Hiroshima, and Chicago.
Education / Others
Mr. Hara graduated KEIO University in 1987 in Tokyo with an LL.B in Political Science. He is a C.P.A (Illinois, inactive) and a Chartered Member of the Securities Analysts Association of Japan.
Brian Dillard joined KKR in 2006 and is a Managing Director and Head of Asia Credit. Prior to moving to Hong Kong in 2018, Mr. Dillard was a portfolio manager for KKR's Special Situations funds and portfolios in New York. Before joining the Special Situations team, Mr. Dillard was a member of KKR’s Private Equity Team and has been involved with several investments, including KKR’s investment in Oriental Brewery. In 2008 and 2009, Mr. Dillard worked in Hong Kong assisting in the development of KKR's Asian operations. Prior to joining KKR, Mr. Dillard was at Morgan Stanley & Co. in its mergers and acquisitions investment banking group, where he was involved in a number of merger, acquisition, and financing transactions. Mr. Dillard graduated from Harvard College and received an M.B.A. from Harvard Business School.
Kapil Kirpalani is a Director and serves as KKR’s Chief Compliance Officer for the Asia-Pacific region. Prior to joining KKR, Mr. Kirpalani was at HarbourVest Partners where he was responsible for the legal/compliance coverage of the funds, secondaries and direct co-investing businesses across Asia. He was previously with Pacific Harbor Capital (a Citigroup affiliate) where he covered a broad range of businesses including special situations, debt & equity investments. He began his career in private practice. Mr. Kirpalani holds an LL.B. (with honors), an LL.M. and has completed further business studies at the University of Cambridge.
Background
Originally from the Isle of Man, Patrick joined KPMG in Hong Kong in 1996, and now leads KPMG’s Hong Kong & Asia-Pacific restructuring practice.
With 20 years of restructuring experience behind him, Patrick has been involved in all areas of Hong Kong and China restructuring practice, from formal restructuring and insolvency engagements, financial restructurings and back-door listings, to exit planning and implementation projects for KPMG’s MNC clients.
Professional and industry experience
Over the last two decades, Patrick has been involved in some of the most significant cross border restructurings and insolvencies the market has seen. He is one of the Liquidators of Lehman Brothers’ Hong Kong operations, as well as those of MF Global, and more recently was involved in the Noble Group restructuring and Schemes of Agreement.
In addition to his multi-jurisdictional work, Patrick has been involved in a number insolvencies and restructurings where the Liquidator / Provisional Liquidator appointment was made by the Courts in BVI or Cayman, with the underlying assets being businesses in China. These cases have covered a wide spectrum of sectors, from real states to financial services, taking in manufacturing, telecommunications, transport and logistics along the way.
Patrick advises clients in all manner of situations, ranging from China focused supply chain concerns to options analysis in respect of investments in China and the broader Asian region.
Sector experience
Financial Services, Transport & Logistics, Real Estate, Retail, Industrial Markets
Background
- Matt has over 10 years of advisory experience, supporting clients understand and address complex challenges across strategy, operations and cash flow management in both deal and restructuring situations
- Matt works closely with clients to support delivery of sustainable value improvements. His collaborative style is critical to achieving the broad organisational support for change to ensure the sustained delivery of benefits
- Matt has extensive experience providing support to organisations in understanding their current operational performance and potential areas for improvement using data and analytics
- Working to support corporate change programmes as well as event driven performance reviews, Matt's approach is tailored to meet each client's appetite for improvement in the context of the wider business strategy as well as industry and market trends.
- Matt's client base ranges from owner managed to FTSE100, as well as a number of Private-Equity owned businesses and he has led successful improvement programmes across EMEA, the US and Asia-Pacific.
Professional and industry experience
- Led the corporate and debt restructuring for a Thailand based Tier 1 Automotive supplier, including analysis, business planning, stakeholder communication and negotiations, and turnaround support
- Supported purchaser of a UK steel asset with their operational turnaround, leading the pre day 1 planning and post day 1 separation of the finance function, with a focus on cash flow and treasury management
- Supported the European arm of a leading Asia Pacific professional services firm with business planning, cash flow review, funding analysis and negotiation with lenders and shareholders
- Delivered a working capital reduction programme at a leading international law firm delivering a release of cash equating to 5% of turnover in under nine months, reducing net debt by 20% as a result.
- Led a working capital optimisation review of a leading UK automotive dealership, identifying cash levers specific to the industry and identifying cash release opportunities in excess of 1% of turnover.
- Provided cash flow monitoring support to a UK fashion retailer, developing an interim cash flow forecasting process, providing regular updates to the board on current and forecast cash balances, and supporting communications with external stakeholders.
- Led a rapid working capital review of a PE-backed medical devices manufacturer, identifying cash release opportunities in excess of 4% of turnover.
- Delivered a review of the future funding requirements of a UK based services business, modelling the impact of varying funding scenarios and providing an assessment of the current operating structure.
- Led global working capital improvement programmes across a number of FTSE businesses and PE backed entities, bringing together key stakeholders to drive best practice processes and deliver significant and sustainable working capital improvements.
- Previous clients include: BAT, WPP, Nippon Sheet Glass, Jardine Motors Group, KKR, HSF, Liberty Industries, Clyde & Co, China-Britain Business Council
Jin-Man is the head of Deal Advisory III in KPMG Korea a division focused on providing transaction advisory services on cross border M&A transactions for Private Equity and Corporate clients. He has over 24 years of professional experience providing M&A Advisory, Due Diligence, Post Merger Integration, Transaction Advisory and Audit services.
Jin-Man has led M&A and Due Diligence engagements for KPMG on the largest landmark transactions involving Korea and Korean companies.
Jin-Man has worked in the Sydney and Silicon Valley offices of KPMG and has been based in the Seoul office since 2002.
Having practised tax for about 23 years, Wee Hwee has extensive experience in structuring single country and multiple jurisdictions funds with a Asian focus, both close ended and open ended, listed and unlisted, and across various alternative asset classes include real estate, infrastructure, renewable energy, private equity and debt. Specifically, he has structured several Pan Asian real estate funds that heavily invest in Australia and Japan and is familiar with structuring the fund to be compliant with the Managed Investment Trust regime in Australia and the TMK structure in Japan. He is also familiar with fund platforms in Singapore, Luxembourg, the Cayman Islands, Labuan, etc as well as tax efficient divestment planning opportunities for funds with multiple exit strategies (be it trade sale, conversion to income producing funds or IPO exit).
Wee Hwee has assisted many Singapore and foreign investors to structure their Singapore real estate investments (both asset and share deals) in a tax efficient manner across various asset classes, ranging from hotels, office, retail mall, residential, data centers, healthcare properties to student housing. Apart from Singapore, he has also extensive experience in advising acquisitions in Australia, India, Japan, Korea, Thailand, Vietnam, Malaysia, Indonesia, China, US, New Zealand, Indonesia, UK, Germany, etc.
His clients comprises of mainly real estate funds, developers, family office / ultra-high net worth, infrastructure fund, sovereign wealth funds, private equity funds, insurance funds, listed REITs and business trusts.
Further, Wee Hwee actively participates as a presenter for workshops organised by the Asia Pacific Real Estate Association (APREA), Real Estate Development Association of Singapore and Certificate of Real Estate Investment Finance (CREIF). He sits on the tax committee of APREA and has also spoken on fund/real estate tax topics in various conferences held in Tokyo, Seoul, Sydney, Melbourne, Hong Kong, Kuala Lumpur, Mumbai and Jakarta. Wee Hwee has also been working closely with the Singapore Exchange to promote REIT and Business Trust listings in Singapore, having recently embarked on a few road shows to various Asian cities.
Background
Andrew has 23 years of experience with KPMG principally focused on major IPO and corporate M&A transaction deal execution and project management in multiple major locations including London, New York, Sydney and Singapore.
His principal sector experience is on transactions in the Private Equity and Services sectors.
Andrew has acted as Lead Partner for KPMG on more than 350 significant transactions with an aggregate deal value of more than $150 billion. He has led many of the more complex and demanding projects KPMG has been involved with in Asia over the last ten years.
Professional and industry experience
Private Equity: As Head of Private Equity, Andrew has led projects with most leading financial sponsors including KKR, Blackstone, CVC, Carlyle, TPG, Northstar, CHAMP, CHAMP Ventures, L Capital, Catalyst, TA Associates, Goldman Sachs PIA, TH Lee, and Macquarie Bank Principal Investments.
Complex transactions: Andrew has led the project management and due diligence for many landmark public and private transactions including KKR’s acquisition of Goodpack (SGX), the Seven / Westrac Merger, KKRs acquisition of GenesisCare, the CPPIB acquisition of Macquarie Communications Infrastructure Group, Macquarie Media Group IPO, DUET’s IPO, AUSTAR’s refinancing, the global consortium acquisition and listing of Dyno Nobel, the global consortium acquisition of Boart Longyear, the consortium acquisition of the DBNGP, the acquisition by AGL of both Southern Hydro and Powerdirect.
Direct / co-investments: Andrew has assisted SWF, major pension funds and fund of funds on direct or co-investments including CPPIB, Temasek, GIC, Ontario Teachers, CalPERS, CalSTRS and HarbourVest.
Location experience: His major location experience include: London (5 Years), Sydney (13 Years) , New York (2 Years) and Singapore. In addition he has led transaction teams in across South East Asia, China, Japan, India, Canada, Ireland, New Zealand and Hong Kong
Mr. Beaton is a Partner of Lexington Partners where he leads the firm’s Asian activities and manages Lexington’s Hong Kong office. Mr. Beaton is engaged in the origination and evaluation of secondary purchases of non-U.S. private equity and alternative investments as well as raising capital for Lexington funds from investors in the region. Prior to moving to Hong Kong in 2011 to open the Lexington office, he spent eight years as an investment professional in London with Lexington. Mr. Beaton was previously an analyst in investment banking at Morgan Stanley. Mr. Beaton graduated from the University of Strathclyde in Glasgow with an LLB (Honors) and Universität Hamburg and Universidad Complutense de Madrid with a European masters in economics and law.
Mr. Huang is a Partner of Lexington Partners based in the Hong Kong office. Mr. Huang is primarily engaged in the evaluation of secondary purchases of non-U.S. buyout, mezzanine and venture capital interests, and the origination of non-U.S. equity co-investments. Prior to joining Lexington in 2011, Mr. Huang was an Executive Director in private equity at LGT Capital Partners and prior to that he spent his career at Investment AB Kinnevik.
Mr. Huang graduated from Cornell University with a BS in business administration and from University of Chicago, Booth School of Business with an MBA.
Wilson Warren is the President of Lexington Partners and Co-Chair of the Secondary Investment Committee. Mr. Warren is primarily engaged in the management of Lexington’s investment operations and oversight for the secondary and co-investment funds. During 26 years at Lexington, he has been actively involved in more than 100 completed secondary transactions – including complex partnership portfolios, direct secondary investments, hedge fund private equity assets, institutional equity co-investments, and GP solutions transactions, committing more than $18 billion of invested capital including syndications to LPs and other investors. Prior to joining Lexington in 1994, Mr. Warren was an associate at Landmark Partners and prior to that he was an analyst in investment management at LaSalle Partners. Mr. Warren graduated from Williams College with a BA in economics.
Doug Coulter joined LGT Capital Partners in 2007 to lead its Asian private equity investment activities. Prior to LGT, Doug was a Senior Investment Officer at the IFC, responsible for direct investments in the TMT, retail & consumer and healthcare sectors. He previously worked at Nomura Securities in Hong Kong and as a lawyer at Fasken in Toronto. He holds an MBA from INSEAD, a M.Sc. from the LSE, a law degree from the University of Western Ontario and a B.A. from Queen’s University in Canada.
LGT Capital Partners is a leading alternative investment specialist with over USD 60 billion in assets under management and over 200 private equity professionals worldwide. Headquartered in Pfaeffikon, Switzerland, the firm has offices in New York, Dublin, London, Paris, Vaduz, Dubai, Beijing, Hong Kong, Tokyo and Sydney. LGT Capital Partners was selected as Alternatives Manager of the Year in Asia in 2016 and 2017 and Alternatives Fund House of the Year in 2018 by AsianInvestor, was named Alternatives House of the Year in 2020 by Asia Asset Management and was named Fund of funds of the year in Asia in 2018 and 2019 by Private Equity International.
Akshay Bhushan is a Partner at Lightspeed where he leads the firm’s Southeast Asia offices and focuses on consumer tech investing across both Southeast Asia and India investing in companies like Sharechat (India’s leading social network), Freight Tiger (Logistics Tech), Chilibeli (Social commerce) and several more. Prior to Lightspeed he was a senior leader and a founding member of the corporate development team leading strategic investments & acquisitions for Flipkart, India’s largest e-commerce marketplace with a registered customer base of over 100 million. Earlier in his career, Akshay spent time with Bain & Company, Accel Partners India and also co-founded/ran Whalelogix, a customer analytics platform for e-commerce and retail based in the San Francisco Bay Area. He also serves on the advisory boards of Oracle Startup Accelerator and a VC fund in Africa.
Akshay has an MBA from The Wharton School, Philadelphia and graduated with Highest Honors with a B.S. in Computer Science from Georgia Tech.
Judith Li, is a Partner at Lilly Asia Ventures (LAV), based in Hong Kong / Shanghai and focused on early and growth stage investments across biopharmaceuticals, medical devices, and diagnostics both domestically and cross-border. Judith holds board appointments at a variety of LAV’s portfolio companies, including Nextcure, Just Biotherapeutics, Gritstone Oncology, and Tmunity. Her prior experience includes McKinsey’s New York office, hospital administration at Partners Healthcare, and co-founding an interventional nephrology medical device venture. Judith holds a B.A. in Neurobiology from Harvard and M.B.A. from Harvard Business School, and currently resides in Hong Kong, splitting her time between Hong Kong, Shanghai, and the Bay Area.
Nick is based in London and joined MIM in October 2019. He is responsible for the day to day management of the Asia LBO portfolio. Prior to joining MetLife, Nick was Founding Partner at Integrity Capital Partners, a Beijing-based Private Equity firm focused on making cross-border direct private equity (“PE”) investments between China and Europe. Previously he was Vice President in the Beijing office of Schroder Adveq, the PE investment arm of Schroders PLC, focusing on primary, secondary fund investments and co-investments. Nick began his career in Schroder Adveq's Swiss headquarters where he covered European investments. Nick holds an MBA from HKUST Business School, Hong Kong, an MPhil in Finance from Cambridge University, UK, and a BEng in Electronic Engineering from Cardiff University, UK. He is a CFA and CAIA charterholder.
Pamela Fung is an Executive Director for Morgan Stanley Alternative Investment Partners Private Equity Fund of Funds group, and leads AIP's Asian investment activities. She has 15 years of industry experience. Prior to AIP, Pamela was a consultant with McKinsey's corporate finance practice in Hong Kong; she has also worked for Monitor Group and Lehman Brothers. Pamela has a Law degree (first class honors) from the University of Hong Kong and an M.B.A. with honors from the Wharton School of the University of Pennsylvania.
Amit Kataria is a partner in Morrison & Foerster LLP's worldwide partnership, working from our London and Hong Kong offices. Mr. Kataria has extensive experience advising on mergers and acquisitions transactions, private equity investments, securities offerings and on a broad range of transactional and corporate advisory matters. He represents corporates, financial sponsors and their portfolio companies in U.S. domestic and cross-border mergers and acquisitions across a wide range of industries, including financial services, technology, biotech, hospitality, insurance, logistics, manufacturing, real estate and pharmaceuticals.
Amit focuses on advising regional and international strategic acquirers and financial investors in connection with global cross-border transactions involving the United States, China, South Korea, India, the rest of South Asia, and South East Asia. He has also regularly advised clients on various litigation, internal investigation, and enforcement matters related to India.
Ruomu focuses her practice on complex mergers and acquisitions, private equity transactions, and venture capital investments. She has extensive experience representing U.S., China and international financial and strategic investors in connection with a broad range of transactions in the technology and life sciences industries, including public and private mergers, stock and asset acquisitions, divestitures, spinoffs, minority investments, and joint ventures.
Ruomu also advises early-stage to late-stage startup technology and life sciences companies on a variety of matters, including corporate governance, equity incentive plans, equity and debt financings, and intellectual property protection and licensing.
Paul leads our Corporate and Investment Funds team in Asia. He is also the Managing Partner of the Hong Kong office.
Paul regularly advises on corporate matters including investment funds, mergers and acquisitions, joint ventures and the restructuring of companies and structures. These will often be private equity-related transactions. He has been with Mourant Ozannes since 1999.
Mounir (“Moose”) Guen is the Chief Executive Officer of MVision Private Equity Advisers, which he founded in 2001. He is a veteran fundraising specialist, adviser and manager, with 30 years of experience in the industry during which he has worked on over 350 General Partnership funds totaling over $200 billion in capital committed across these funds. He has led MVision to the point where it is now the leading private equity capital raising firm in the world.
Moose is an active industry participant and sits on the EMPEA Investor Relations and Marketing Member Community Steering Committee. He also chaired the Invest Europe working group revising the Guidance for Placement Advisers on the application of the Code of Conduct, which was originally drafted under his chairmanship in 2009 and has been fundamental in establishing best practices in the industry. Moose has previously served on the EVCA Investor Relations Committee, and also the EVCA European Valuation Committee to establish policy currently in use.
Moose is a member of the New York University President's Global Council and the Liberal Studies Dean’s Council and sits on the faculty of London Business School and is a mentor in the Hong Kong University MBA Mentorship Programme.
Nicholas Bloy, Managing Partner – is one of the three founders of Navis Capital Partners. Navis currently manages USD 5 billion in private and public equity funds.
Mr Bloy leads investment teams in making, monitoring and exiting investments, sits on Investment Committee and sits on the boards and/or executive committees of several Navis portfolio companies, and is responsible for fundraising. He also sits on the International Advisory Council of CIMB, one of the Southeast Asia’s largest banking groups.
Prior to co-founding Navis, Mr. Bloy worked at The Boston Consulting Group in Asia from 1989 to 1999 after spending 3 years with Bain & Co. In London. He holds a BA Hons degree from University College, London and an MBA from INSEAD, France
Bonnie Lo is a founding partner and COO of NewQuest. Ms. Lo oversees the finance, investor relations, operations, and administrative functions of NewQuest. She has over 20 years’ experience in finance and investing. Prior to taking on the COO role, Ms. Lo was co-head of China business for NewQuest. Prior to founding NewQuest, she was a director in Bank of America Merrill Lynch’s (BAML) Asia private equity group focusing on investments in Greater China. Ms. Lo has also held other positions within BAML including in the corporate principal investments and investment banking groups. She also previously worked at 3i Group plc focusing on growth capital investments in Greater China.
Ms. Lo has an Executive MBA from EMBA-Global Asia, a joint programme between Columbia Business School, University of Hong Kong Business School, and London Business School. She received her undergraduate degree in Economics and East Asian Studies, magna cum laude, from Brown University in Providence, RI. Ms. Lo also serves on the Board of the Hong Kong Venture Capital and Private Equity Association (HKVCA).
Founder and CEO of North Summit Capital, Dr. Min is a leading expert in industrial intelligence and business innovations powered by data technology and mathematics. He pioneers a 'technology + capital' strategy to accelerate digital transformation in various industries ranging from e-commerce to manufacturing and smart city.
Dr. Min received a Ph.D. in statistics from The University of Chicago and B.S from the University of Science & Technology of China. His research area includes probability, stochastic process, time series analysis, machine learning, smart traffic and signal processing. He served as a researcher at IBM T.J. Watson Research Center, IBM Singapore, and Google before joining Alibaba in 2013. Later as Chief Machine Intelligence Scientist for Alibaba Cloud, Dr. Min took charge R&D in the data intelligence solutions. In 2017, Dr. Min was named by Forbes as a leading technologist driving China's AI revolution and also appointed to the advisory committee of the next-generation AI strategy under China's Ministry of Science and Technology.
Chee-Yann Wong is a Managing Director with Northstar. He has focused on private equity investments in Southeast Asia and China since 2004. Majority of his investments were in the consumer and financial services sectors. He has led investments in growth capital, buyouts, as well as structured transactions with leverage. Chee-Yann has a Bsc Engineering and Msc Engineering from Cornell University, and a Masters in Finance from Princeton University.
Niren is the Managing Director and the Head of NVP India. Niren brings to NVP India more than 25 years of investing, entrepreneurial, finance, operational and investment banking experience from leading consumer oriented companies and global financial institutions. Niren serves as an advisor on India-based venture and growth equity investments across sectors such as FinTech, Internet/Technology, Consumer and Healthcare.
Niren has been with NVP India for over 12 years and has advised Norwest’s investments in Swiggy.com, OfBusiness.com, Pepperfry.com, Quikr.com, RBL, Cholamandalam Fin, IndusInd, ING Vysya, EssKay Fin, Five Star Fin, Kotak, Kishlay Snacks, Jain Irrigation, Shriram City Fin.
Prior to joining NVP India, Niren was the Senior Director of Strategy and Ventures at eBay.com, Inc. in Silicon Valley, where he helped drive the worldwide strategy across eBay. Niren also led the eBay Ventures team where he was responsible for new investments, build or buy decisions, strategic acquisitions and new business opportunities.
Prior to eBay, Niren was part of the Original Executive Management Team of Baazee.com, India largest auction website. Baazee.com was acquired by eBay International in 2004, the largest successful acquisition exit of that era.
Prior to this, Niren was an investment banker with KPMG Corporate Finance in the Technology and Financial Services spaces and before that, a Registered Equity Dealer on the Bombay Stock Exchange.
Niren is a rank holder Chartered Accountant and a Gold medallist Masters in Commerce from the University of Mumbai.
Jun Tsusaka is CEO, CIO and Chairperson of the ESG Committee of Nippon Sangyo Suishin Kiko Ltd. (NSSK), an investment firm established in 2014 and focused on Japan’ s middle market. NSSK currently manages five investment funds (including its flagship fund and regional impact funds) on behalf of Japanese and international government and private sector pension plans, institutional investors, endowments and family offices.
Prior to Founding NSSK, from 2006, Jun Tsusaka was a Global Partner, Investment Committee Member and Partner Selection Committee Member for TPG Capital and was responsible for establishing and building up the Japan investment and operating team, which make up the core of NSSK today.
Jun Tsusaka is a graduate of Harvard College and Harvard Business School and has an Advanced Management Certificate in Innovation and Entrepreneurship from MIT. He is a former Business Trustee of Japan’s Bankruptcy Court, is a member of the Keizai Doyukai and Seiwajuku and the President of the Harvard Club of Japan.
Tony Jiang is a co-founder and partner at Ocean Link. He leads all of Ocean Link's investments, and he currently serves on the boards of several Ocean Link portfolio companies, including 58.com, eHi, DingDong MaiCai, Kaiyuan Hotels and DragonPass. Prior to founding Ocean Link, Mr. Jiang was with The Carlyle Group from 2006 to 2016 focused on private equity investments in Asia. He received a bachelor’s degree in Electrical Engineering from Columbia University with full scholarship.
J. David Enriquez serves as the Head of Private Equity for the Bureau of Asset Management in the Office of the New York City Comptroller. In this role, he leads the investment activity of the Private Equity team in pursuing new initiatives, making recommendations and managing the private equity portfolio of the five New York City retirement systems.
Prior to joining the Bureau of Asset Management, Mr. Enriquez was an investment banking Director at Rothschild. Prior to that position, was also an investment banker at Merrill Lynch and Bear Stearns. He has worked on financing and strategic advisory transactions representing more than $200 billion in transaction value. Mr. Enriquez began his transactional career as an Associate at Sullivan & Cromwell in the Mergers & Acquisitions Group.
Mr. Enriquez holds an A.B., magna cum laude, Phi Beta Kappa, from Brown University, an M.P.A. from the Woodrow Wilson School of Public and International Affairs at Princeton University and a J.D. from Columbia Law School, where he was a Harlan Fiske Stone Scholar.
Dr Michelle Deaker is a Managing Partner of OneVentures, Australia’s leading technology and healthcare multi-strategy investment firm. The firm now has circa US$330M in funds under management and raising its fifth fund, 1V Growth Fund V (US$150M). Dr Deaker has been primarily responsible for the foundation of OneVentures firm and capital raisings of OneVentures Funds. Dr Deaker serves on the investment committee of OneVentures Funds, leads the technology practice within the firm, is a Director on OneVentures portfolio companies Employment Hero (Chair), Phocas Group, My Mobile Data and 8i and is responsible for investor relations. Dr Deaker founded multiple businesses prior to her move into venture capital including one of Australia’s first fintech companies (E Com Industries/giftvouchers.com) sold to UK publicly listed company Retail Decisions (ReD). She has over 20 years’ experience in the development of high growth technology companies in Australia and the US, has served on the boards of large and small listed and unlisted companies and expertise in global business expansion. Her previous board appointments include NICTA (now CSIRO’s Data61) and Seven West Media (ASX: SWM). She has also served in advisory board roles with NSW Government’s Taskforce for the Digital Economy, Heads over Heels and Australian Investment Council Venture Capital Working Group. Dr Deaker holds a Bachelor of Science with first class honours, Master of Science and a PhD (Applied Science). She is a member of the Australian Institute of Company Directors and Chief Executive Women (CEW).
Raju Ruparelia leads Ontario Teachers’ direct private equity investing activities across Asia-Pacific. Raju joined Ontario Teachers’ in 2008, was a senior founding member of its Hong Kong office in 2013 and has nearly two decades of combined experience in private equity and corporate finance. He has worked in both Toronto and London for the organization and has been involved in a number of its direct investments, including the acquisitions of Spandana Sphoorty Financial Ltd., INC Research, Coway, DTZ and Cushman & Wakefield. Raju currently sits on the board of Cushman & Wakefield.
Prior to joining Ontario Teachers’, Raju worked in investment banking at Credit Suisse in New York, in investments at Cadillac Fairview (Ontario Teachers’ wholly owned real estate subsidiary) and in the corporate finance group at Deloitte.
Raju holds a BA from Wilfrid Laurier University and an MBA from the Rotman School of Management at the University of Toronto.
Shane is Founder and Partner of Openspace Ventures, a Singapore-headquartered VC focused on investments in Southeast Asia-based technology companies. Openspace currently manages 4 funds with total committed capital of over US$350M. Selected Openspace investments overseen by Shane include Gojek, HaloDoc, Whispir, Biofourmis, Finnomena and Tanihub Group.
Openspace’s inaugural fund is consistently performing top 5% of VC funds globally according to Cambridge Associates benchmark. As of June 2020, a total of US$6.5 bn follow-on capital has been raised by Openspace portfolio companies. In 2018, Shane was a finalist for Asian VC/PE “Professional of the Year” as coordinated by the Asian Venture Capital Journal.
Shane was previously Managing Director and Co-Head (Technology Investment Banking, of Citigroup Asia-Pacific. As a technology banker, he spent over thirteen years advising Asian technology companies and financial sponsors on capital raising and M&A strategies. Over this time, his clients have included strategic players such as Qihoo, Mediatek, Pactera, Acquity, Hisoft, ASE, SAS and sponsors such as Temasek, Khazanah, ATIC, GGV, CVCI and DCM. Shane has acted as advisor on many technology M&A transactions including SaS acquisition of Covalent, sale of Singapore Computer Systems to NCS in 2009 and the private equity buyouts of SPI, Unisteel, MMI and Acument. Prior to his banking career, Shane was a strategy consultant with Bain and Company and GEM Consulting in Australia.
Shane has an MBA with distinction from INSEAD Singapore where he was a recipient of the IAA Asian Campus scholarship and a Bachelor of Laws/Bachelor of Commerce from UWA.
27 years of professional experience. 13 years of experience in Asia regional buyout funds and 12 years of experience in global management consulting firms.
Partner of The Riverside Company and Managing Director of AIG/PineBridge Investments. To date, including transactions at Orchestra, Jay closed 8 buyout deals and made 7 add-on acquisitions in Korea, Japan, and China. He also was a management consultant at Bain & Company and The Boston Consulting Group in Seoul, Tokyo, Boston, and Toronto offices.
Jay brings over 20 years of operational experience as Country President and Regional Director with various multinational corporations. Leveraging his background in executive positions, he is participating in operation of all Orchestra portfolio companies as majority-shareholder.
Matt joined Pacific Equity Partners in 2009. Prior to joining PEP, he was a consultant with Bain & Company in Australia. Matt was an Innovation Scholar at Macquarie University where he received a Bachelor of Commerce (Actuarial Studies) and was awarded the Vice Chancellor's Commendation for Academic Excellence.
Weijian Shan is chairman and CEO of PAG. Prior to PAG, he was a partner of TPG, and co-managing partner of TPG Asia (formerly known as Newbridge Capital). Over two decades, Weijian Shan has led a number of landmark transactions that have returned billions of dollars in profit to his firms’ investors. Previously, Shan was a managing director of JP Morgan, and a professor at the Wharton School. He holds an M.A. and a Ph.D. from the University of California, Berkeley, and an M.B.A. from the University of San Francisco. Shan is the author of Money Games: The Inside Story of How American Dealmakers Saved Korea's Most Iconic Bank (2020) and Out of the Gobi: My Story of China and America (2019). His articles and commentary have been published in the Financial Times, The New York Times, The Wall Street Journal, Foreign Affairs and other publications.
Mark Valadao is a Managing Director of Pagoda Capital, responsible for business development and investor relations. Mr. Valadao has over 24 years of investment industry experience, including 16 years in Asia, with a deep knowledge of investments and strategies across multiple asset classes as well as extensive experience working collaboratively with institutional investors around the world.
Prior to joining Pagoda Capital, Mr. Valadao held senior roles at private equity firms, GL Capital Group and Skymont Capital. Mark was previously Head of Portfolio Strategy at State Street Global Advisors where he was a member of the senior leadership team responsible for representing the firm’s investment solutions to institutional investors in the Asia region. Before SSGA, Mr. Valadao was an Executive Director at MSCI where he was the Asia Pacific Head of Financial Products. Prior to MSCI, Mr. Valadao was an Executive Director at Value Partners Group responsible for the overall management of its wholly owned subsidiary - Sensible Asset Management. Before Value Partners Group, Mr. Valadao was with HSBC Global Asset Management where he helped lead HSBC’s multi-manager business in the Asia Pacific region. Prior to HSBC, Mr. Valadao was Senior Portfolio Manager at Mellon Capital based in San Francisco, USA where he was the lead manager of the US$7 billion Vanguard Asset Allocation Fund.
Mr. Valadao received a Bachelor of Science in Business Administration and Finance from California Polytechnic State University, San Luis Obispo.
Alex Wilmerding is a member of the Pantheon global investment team and the Pantheon Asia Regional Investment Committee. He also manages Pantheon’s Asian investor relations. Prior to joining Pantheon, Mr. Wilmerding was a Director at Citi Private Bank with a focus working with financial sponsors including private equity and venture funds and distribution of alternatives. He previously spent nine years as a Partner at Boston Capital Ventures where he sourced, structured, and managed growth and venture investments. Prior to working for Boston Capital Ventures, he served as Commercial Manager Eastern China for the Fednav Group, as well as in executive management positions for the Swire Group in its subsidiaries Cathay Pacific Airways and Cathay Dragon based in Hong Kong, Shanghai, and Jakarta. Mr. Wilmerding has a BA from Yale University and MBA from Columbia Business School.
Shane is a member of the Portfolio Group. His primary focus is on value creation in the Asia portfolio and due diligence of new investment opportunities from an operational perspective.
Prior to joining Permira, Shane worked for KKR Capstone for six years, where he was responsible for value creation initiatives in portfolio companies across Japan, Australia and India. Prior to that he spent six years with McKinsey and Company.
Marcus Simpson is a private markets consultant, mentor and maker who has been pushing industry boundaries for decades. He was Head of Global Private Capital at QIC until 2020, a program he established in 2005. That is a A$7.0bn global program with top decile global investment performance. He is at the forefront of a new private equity investment model reflected in a 2015 paper co-authored with Josh Lerner and Hugh MacArthur: The Next Generation Private Equity Investor, and as reflected in his participation of the Institutional Investors Roundtable, an international community of large, long-term institutional investors seeking to collaborate on private market investments.
Earlier experience includes Chief Executive, North America, Altius Associates; Head of Private Equity, Virginia Retirement System, and Vice President, Acquisition Finance, Bankers Trust Company.
Mr. Simpson holds a MBA from the Wharton School of the University of Virginia and a BSc (Architecture) from the University of Virginia.
Mr. Max Chen is a Partner and a founding member of Primavera Capital.
At Primavera, Mr. Chen led the firm’s investments in a variety of opportunities in the consumer and technology sectors, including investments in Alibaba Group, Cainiao Smart Logistics, Alibaba Local Services Group, Palantir, Lufax, iResearch, Vitaco Health and Linksure Global.
Prior to Primavera, Mr. Chen worked at the Investment Banking Division of Goldman Sachs in both Hong Kong and New York.
Mr. Chen received his JD and MBA degrees from Harvard Law School and Harvard Business School respectively and also holds a Bachelor of Arts degree with honors in Applied Mathematics from Harvard College.
Nisa Leung is a Managing Partner of Qiming Venture Partners and leading its health care investments. Qiming Venture Partners is a leading investment firm in China which currently manages over USD 5.6 billion in assets and investment in over 370 companies.
Prior to joining Qiming, she was co-founder of Biomedic Holdings with operations and investments in medical devices, pharmaceuticals and health care services in China including Novamed Pharmaceuticals (acquired by SciClone NASDAQ:SCLN) and U-Systems (acquired by GE Healthcare). Nisa was Venture Partner of PacRim Ventures in Menlo Park, and was previously with Softbank/Mobius Venture Capital.
She currently sits on the board of Gan & Lee Pharmaceuticals (SSE:603087), Zai Lab (NASDAQ:ZLAB; HKSE:9688), Venus MedTech (HKSE:2500), Nurotron, dMed, CanSino Biologics (SSE:688185; HKSE:6185), New Horizon Bio, Berry Oncology, Broncus, Insilico Medicine among others. Her other investments include Aeonmed Medical, Berry Genomics (SZSE:000710), CITIC Pharmaceuticals (acquired by Shanghai Pharmaceutical HKSE: 2607), Crown Bioscience (acquired by JSR Life Sciences), Kira Pharmaceutical, LIH, Novast Pharmaceuticals, Origene Technologies (acquired by VCAN Bio SSE:600645), Richen, VR Medical, Wuxi Leiming, Chain Medical Labs, MEDx, Cure Genetics, SinoCell Tech (SSE:688520), Apollomics, Sino United, Schrödinger (NASDAQ:SDGR) and Jacobio among others.
Nisa has been recognized by the Forbes Global 100 VC Midas List in 2019 and 2020, named Top 3 Best Female Venture Capitalist in China by Forbes in 2018 and won Venture Capital Professional of the Year by Asian Venture Capital Journal in 2017.
Nisa earned her MBA from Stanford Graduate School of Business and a BS from Cornell University. She is currently visiting lecturer at Harvard Law School, member of Stanford Graduate School of Business Advisory Council, board member of the Hong Kong Airport Authority and Hong Kong Palace Museum.
Justin Ryan joined Quadrant Private Equity in February 2011 and has been on the Investment Committee for 30 Quadrant investments of which he has led or co-led 14, 6 of which have been successfully exited. Prior to this Mr. Ryan was Chief Executive Officer of Alesco Corporation Limited, an ASX 200 industrial company and before that a Director of Catalyst Investment Managers. Mr. Ryan was Chairman of AVCAL in 2003 and is currently Chairman of GraysOnline, Adore Beauty and Modibodi and is a Director of Love to Dream and Arq.
Dr. Federle is the General Counsel and a member of the Executive Committee of Samena Capital.
He has more than 20 years of experience advising investors on M&A, private equity and other complex transactions in equity, debt and real estate. Prior to joining Samena Capital, Dr. Federle was a Co-Founder and Partner of ESO Capital Group, a US$500 million investment manager focusing on alternative assets across Europe.
Prior to this, Dr. Federle was a Partner and Head of Private Equity for Germany at the international law firm Dewey Ballantine where he specialised in transactional work for private equity and hedge funds. Previously he was a Partner at Norton Rose.
Dr. Federle holds a JD and PhD (Dr iur) from the University of Freiburg i.Br., a Licence en Droit from the Université D’Aix-Marseille, and a Master of Laws (LLM) from the University of California at Los Angeles. He is also qualified as a Chartered Alternative Investment Analyst (CAIA)
Justin Lo is currently a Senior Portfolio Manager of Private Equity at SF Employees’ Retirement System (SFERS) and is responsible for the plan’s $2.5 billion Venture and Growth Capital portfolio. He leads all portfolio construction efforts and manages the sourcing and underwriting on all strategies within VC and Growth Capital including direct fund investments, co-investments, secondaries, micro-VCs, growth buyout and more. Prior to joining SFERS, he served as the Assistant Director of UCSF Foundation where he was responsible for the University’s $1.5 billion endowment across both public and private markets. He received his BA in Statistics from University of California at Berkeley and an MBA from California State University at Sacramento. In 2020, he was recognized as one of Trusted Insight’s Top 30 Pension Private Equity Investors. He is also an active CFA charterholder.
Kyle Shaw is the founder and managing partner of ShawKwei & Partners, a private equity fund manager based in Hong Kong and Singapore investing in Asian advanced manufacturing and service industries. ShawKwei is actively involved in managing portfolio companies and has specialist operating skills in areas such as revenue growth, margin expansion, and capital efficiency.
Kyle has managed investment portfolios starting in 1990 with Security Pacific National Bank in Hong Kong, then in 1993 with the Tudor Investment Group in Shanghai, and in 1998 establishing ShawKwei & Partners. Prior to private equity, Kyle worked in the oil industry with Union Texas Petroleum in Houston and Tidewater in Louisiana and Singapore. During his private equity career, Kyle has served on the board of directors of numerous companies in China, Southeast Asia, and Taiwan including Flextronics, China Fangda Group, YongLe Tape, Amos Holdings, and Beyonics.
Kyle received an MBA degree from the Wharton School of the University of Pennsylvania in 1987 and a BS Commerce from the University of Virginia in 1983. He studied Mandarin Chinese at Taiwan’s National Normal University Language Institute for foreign students in 1985, and has lived over 30 years in Hong Kong, Shanghai, Singapore and Taiwan.
Tushar joined Square Peg as a Partner in 2015. Founded in 2012, Square Peg is a venture capital fund that invests in Australia, Israel and Southeast Asia with a focus on Series A and Series B. It manages more than USD1 billion in capital commitments.
Tushar leads Square Peg’s presence in SEA, and is based in Singapore. He has led several investments for Square Peg across SEA and Australia, and represents the firm on numerous portfolio company Boards.
Prior to Square Peg Tushar had more than 10 years’ experience as a lawyer and management consultant with a focus on tech, media and telecommunications. He has advised on all facets of business, including growth strategies, M&A, go-to-market, leadership development, organisational design and process improvement.
Tushar holds degrees in computer science and law from the University of New South Wales, and an MBA degree from INSEAD.
Suzanne Tavill is the global head of responsible investing at the StepStone Group, a global private markets investment firm focused on providing customized investment solutions and advisory and data services to some of the most sophisticated investors in the world. With more than US$296 billion of private markets allocations, including over US$67 billion of assets under management as of March 31, 2020, StepStone covers the spectrum of opportunities in private markets across the globe. Ms. Tavill leads StepStone’s Responsible Investment initiative across all businesses and investment strategies. She is also a member of the private equity team.
Prior to StepStone, Ms. Tavill was responsible for AMP Capital’s global alternative investment platform that included private equity, infrastructure and real assets. Before that, she spent five years at Van Eyk Research in Sydney, the last four as head of research. Before moving to Australia, she was an executive director at Goldman Sachs Investment Management, responsible for their UK small-and mid-cap portfolios.
Ms. Tavill received an MSc in finance and economics from the London School of Economics, in addition to a BBS with honors in economics and honors in finance from the University of Cape Town, South Africa.
Maria is an Investment Manager in Private Markets at Sunsuper, a A$70 billion profit-for-members superannuation fund in Australia. Private Markets include investments in Private Capital, Infrastructure and Property asset classes. The Private Capital portfolio is a total programme of over A$5 billion, which consists of primary and secondary fund investments, co-investments and direct investments across buyout, venture/growth, and distressed opportunities.
Maria has over 15 years of experience in public and private markets. Prior to Sunsuper, Maria was an Investment Director at AP Capital, Equity Capital Markets at Commonwealth Bank of Australia, a Senior Research Analyst at Asia Pacific Arbitrage Partnership, and an Investment Strategist at AMP Capital. Maria has a Bachelor of Commerce (Honours in Finance) from the University of New South Wales, and a Masters of Applied Finance & Investment from FINSIA. Maria is also a CFA Charterholder.
Mark Chiba is Group Chairman and Partner of The Longreach Group. The Longreach Group is an established independent private equity firm with offices in Hong Kong and Tokyo. The firm focuses on Japan and related Greater China control buyouts in the mature industrial and technology, consumer, business services and financial services sectors. The firm manages three Funds which have accumulated approximately US$2.1 billion of committed limited partner and co-investment capital.
Mark co-founded The Longreach Group in late 2003. Mark's lead responsibilities at Longreach include firm management, senior relationship driven deal sourcing and execution, investments in the financial services sector, and building the firm's capital base and global networks.
Before co-founding Longreach, Mark served as Chief Executive Officer and President of UBS Securities Japan, Chairman of the Asia-Pacific Investment Banking Management Committee, Head of Japan Investment Banking and as a member of the UBS Global Investment Bank Board. Previous to this role in Japan, Mark headed the UBS Asia-Pacific Financial Institutions Group.
Mark is an Australian citizen, resident in Hong Kong. He holds First Class Honours degrees in Economics (University of Melbourne) and Law (University of Sydney). Mark is a Rhodes Scholar with a Master of Philosophy degree in International Relations (with Distinction) from Oxford University.
Tom Lenehan has served as the Deputy Chief Investment Officer of The Rockefeller University since 2011, helping to manage all aspects of the $2.2 billion endowment. Prior to Rockefeller, Mr. Lenehan was a Director at Commonfund Capital starting in 2005, where he primarily focused on manager commitments on behalf of endowment and foundation clients in the private equity, venture capital and natural resources sectors globally. He also led that firm’s secondary investment effort. Prior to Commonfund Capital, Mr. Lenehan worked as a private equity investment professional for Vista Equity Partners in San Francisco, CA and Marsh & McLennan Capital, Inc. (aka, Stone Point Capital) in Greenwich, CT. Mr. Lenehan began his career as a financial analyst at Goldman, Sachs & Co. in the Investment Banking Division in both New York and London. Mr. Lenehan has a Bachelor of Science in Business Administration from Georgetown University, and a MBA from the Stanford Graduate School of Business. Mr. Lenehan currently sits on the Advisory Boards of Greenspring Associates and Felicis Ventures, Investment Committee of the American Council of Learned Societies, Investment Committee of The Peterson Institute for International Economics, the Board of Trustees, Investment Committee of The Wenner-Gren Foundation, and The Greenwich Roundtable and the Investment Committee for the Stony Brook Foundation.
Mr. Lenehan is married, and he and his wife reside in New York City with their two children.
Mr. Mohit Ralhan is the Managing Partner & CIO of TIW Private Equity. Mr. Ralhan specializes in Buyouts, Margin Expansion & Turnaround situations. Prior to TIW, he was an Investment & Operating Professional at Baring Private Equity Partners India Fund II and Fund III. He has over 2 decades of experience in Fund Management. He has served on advisory board of companies in the interest-rate sensitive sectors, FMCG, Technology, Education, Consumption, Media, Digital Businesses, Real Estate & Manufacturing Consumption. He is a thought leader in buyout investments and has been a regular speaker in various industry forums such as AVCJ Japan, AVCJ USA, AVCJ Singapore, Super Investor Asia, GTech Leader’s Meet, Pension Fund Investment Summit, to name a few. He has been awarded by the Times Group as the “Most Promising Business Leaders of Asia” in 2019 at Singapore for demonstrating exemplary leadership qualities.
Jim Adler is the founding managing director of Toyota AI Ventures, and an executive advisor at Toyota Research Institute (TRI). He also serves on the Board of Directors of the Toyota Financial Savings Bank and the Investment Committee of JetBlue Technology Ventures, and he is a member of the Department of Homeland Security Data Privacy and Integrity Advisory Committee.
Jim joined Toyota AI Ventures from TRI, where he served as vice president of data and business development. Prior to that, Jim was vice president of products and marketing at Metanautix, a big data analytics startup funded by Sequoia Capital and Workday that was acquired by Microsoft.
Previously, Jim was the vice president of data systems and chief privacy officer at Intelius, which was acquired by H.I.G. Capital. In addition, he founded VoteHere, a pioneer in cryptographic secure and secret online voting for public elections that was funded by Cisco and HP, among others. Jim started his career as a rocket engineer for Lockheed Martin.
He received his bachelor’s degree in electrical engineering with high honors from the University of Florida, and a master’s degree in electrical and computer engineering from the University of California, San Diego.
Ganen Sarvananthan is the Co-Managing Partner of TPG Capital Asia and Head of Southeast Asia. Prior to joining TPG in 2014, Ganen served as Head of Investments at Khazanah Nasional Berhad, the Government of Malaysia’s strategic investment fund, for almost a decade. He also worked at UBS Investment Bank based in London, Hong Kong and Singapore for more than seven years.
Tatsuo Kawasaki is one of the founding Partners of Unison Capital founded in 1998. His investment experience ranges from retail, service, food, financial service, to manufacturing sector. Prior to joining Unison, he worked for Goldman Sachs Japan, McKinsey, and NextCard, an online credit card venture based in San Francisco. He holds a B.A. in Economics from Keio University and an M.B.A. from the Harvard Graduate School of Business Administration.
T.J. Kono joined Unison Capital in 2002. He has managed a number of investments in Japan since Unison’s first fund, then led Unison’s expansion to Korea as its founding member. Today, he serves as a member of both Japan and Korea Investment Committee. He has been involved in Unison’s investments in Drug Eleven (Japan), Mine-Mart (Japan), UCOM (Japan), Nexcon Technology (Korea), Gong cha (Korea)/Royal Tea Taiwan (Taiwan), and Forbes (Japan). In addition to investment role, he oversees Unison Group’s investor relations functions. Prior to Unison Capital, he worked at Merrill Lynch Japan.
Mr. Kono has a B.S/B.A. from Washington University in St. Louis.
Ehud gained more than two decades of expertise in the high-tech industry as an entrepreneur, investor and operator.
Currently Ehud is the Managing Partner of Canaan Partners Israel, an Israeli venture capital fund, and a Venture Partner with Lenovo Capital heading its investment opportunities in Israel. Ehud is also an active angel investor operating as a partner with a leading investment team, Kaedan Capital.
Prior to these activities, Ehud was a Managing Partner at Vertex VC for seven years. Among other successful investments, Ehud identified Waze as a bright star from the start, leading the first investment round in the company and serving on its board of directors until its acquisition by Google for over $1 Billion.
Previously, Ehud co-founded and served as Chairman and CEO of Ki-Bi Mobile Technologies, a mass-market device specialist for mobile content distribution. He led the business from concept to commercial success, an IPO in London and eventual acquisition.
Earlier, he served as COO and CFO of Telegate, a telecommunications company, where he was responsible for a restructuring plan leading to the acquisition of the company for over US$400 million. Prior to Telegate, Ehud was a private equity investor and investment banker in New York and Tel Aviv, serving on the boards of directors of several technology companies.
Ehud holds a BSc in Computer Engineering (with honors) from the Technion in Israel, and an MBA from Columbia Business School, New York.
Dr. Jeffrey Chi is a veteran in the venture capital industry and a strong advocate for the promotion of venture capital, entrepreneurship & socially responsible investing.
Dr. Chi is a Managing Director of Vickers Venture Partners, Vice Chairman of Vickers Capital Group and a member of its Investment Committee. He is also former Chairman and currently Ambassador of the Singapore Venture Capital & Private Equity Association. Dr. Chi also sits on board of SEEDS Capital (Investment arm of Enterprise Singapore) and on the advisory panels of the Monetary Authority of Singapore, the commercialization arm of A*Star and the National University of Singapore Division of Engineering and Technology Management.
Based out of Shanghai, Dr. Chi heads Vickers Venture’s investments in Asia and has investments in artificial intelligence, blockchain technology, education, e-commerce, healthcare/wellness and financial services (including fintech) technology companies.
Dr Chi’s wealth of experience include investment banking (Partner at Pegasus Capital), strategy consulting (senior consultant at Monitor Delloitte) and operations (Managing Director of Spandeck Engineering SEA). Dr. Chi is a CFA Charter holder and graduated from Cambridge University with 1st Class Honours in Engineering. He earned his PhD from the Massachusetts Institute of Technology in organizational knowledge and information technology.
Chulmin Lee is a founding member of VIG Partners, where he joined in 2005. Mr. Lee worked as a Senior Project Leader at the Boston Consulting Group (“BCG”) for five years, engaged in numerous post-merger integration, operational improvement, strategy development, commercial due diligence, and corporate restructuring projects. Mr. Lee managed most of BCG’s M&A and post-merger integration projects in Korea, including overseas strategic investments and cross-border post-merger integrations. Mr. Lee’s experience spans various industries, including industrial goods, financial services, consumer electronics, and telecommunications. Mr. Lee holds an MBA from the Fuqua School of Business at Duke University, and graduated with a BS in Computer Science and Statistics from Seoul National University.
12 years Investment experience, 16 years of operation experience in high-tech companies, focusing on investment of Deep technology in AI and IoT, as well as Internet. Major investments including: Meituan (HK03690), Best Logistics, (NYSE:BEST), Union Optech (SZ300691), Hairou Robotics, Original Force, KingSmith, etc.
Prior to joining Walden International, Bill has many years of operation experiences in both start-ups and world-class companies such as Google. While working at the headquarter of Google in silicon valley, Bill was the first engineering head of mobile department and made significant contribution in launching the first wave of mobile products and services.
Bill graduated from Huazhong University of Science and Technology with a bachelor's degree in Computer Engineering. He also earned a master of Computer Science degree from the University of San Francisco and EMBA from Golden Gate University.
Jesper Koll has been investing in Japan since becoming a resident in 1986. Over the past two decades, Koll has been consistently ranked as one of the top Japan strategists/ economists, having worked as Chief Strategist and Head of Research for major U.S. investment banks J.P. Morgan and Merrill Lynch. His analysis and insights have earned him a position on several Japanese government and corporate advisory committees. In late-2016, Governor Koike appointed Koll to her Tokyo Financial Center Advisory Board. He is also one of the few non-Japanese members of the Keizai Doyukai, the Japan Association of Corporate Executives.
Boyu Hu is the Founder of XVC.
An entrepreneur and product geek, Boyu co-founded China’s largest lending software company, Amarsoft (SHE:300380), where he led the development of core product lines and helped the company achieve dominance in a highly competitive market before it eventually went public.
After being an entrepreneur and engineer for 10 years, he became a venture capitalist. Before XVC, he worked for DCM and Blue Lake Capital, where he singled out multiple "big ideas" at early-stage - Meicai, Youxinpai (NASDAQ:UXIN), Kwai (Kuaishou), 51talk (NYSE: COE), and Wandoujia (acquired by Alibaba). These companies have raised an average of 400 million USD in follow-on rounds and valued at $4 billion on average.
Boyu received his MBA from Kellogg School of Management, Northwestern University.