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HKVCA Private Equity Fundamentals Course 2017

Limited Seats Available

The HKVCA’s Private Equity Fundamentals Course offers a comprehensive analysis of the private equity and venture capital business. It provides in-depth technical and practical know-how for those individuals seeking to increase their knowledge or who want to energize and elevate their existing skill set. Specially developed modules mean that the course is particularly helpful for those who are keen to enhance their practical competency and gain greater industry insight. 

Providing a deep understanding of the mechanism underpinning the development of a firm, leading industry practitioners and experts with unparalleled experience in deal-making, deal protection and the allocation of risk, structuring, company value-creation and exits will teach each module. Drawing on actual case studies, the instructors will try to illustrate how investors finance through the different stages of a company’s lifecycle, and explain financing as financial intermediaries see it. This year’s course will also include a curated section devoted specifically to ESG, given its growing importance and role in investment practices and decisions.

 Module 1: PE Basics   

5 September (Tue)  |  09:30 - 13:00  |  HKU MBA Centre

 Early Stage Investment   

5 September (Tue)  |  14:00 - 17:30  |  HKU MBA Centre

 Module 2: The Investment Decision - Due Diligence Pricing and Structure   
 12 September (Tue)  |  10:00 - 12:30  |  HKU MBA Centre

 Module 3: Valuation Issues / ESG / 'High Level' Tax Issues   
19 September (Tue)  |  14:00 - 17:20  |  HKU MBA Centre

 Module 4: Transaction Documentation   
21 September (Thu)  |  13:00 - 16:00  |  HKEX Auditorium

 Module 5: Post Investment     27 September (Wed)  |  14:00 - 17:15  |  HKUST Business School

- Management of Portfolio Companies

John Levack
Vice Chairman

- Exit Strategies
Michael Chan
Senior Vice President, Market Development
Miranda Tang
Managing Director & Head of ARIA
CLSA Capital Partners


 Module 6: Tax / Fundraising     11 October (Wed)  |  11:00 - 14:30  |  KPMG Office

Sponsored by: 

- Understanding the Accounting of Private Equity Funds
Arion Yiu 

- Fundraising

Dennis Kwan
Managing Director

Jonathan Lee

- Tax Considerations in Structuring PE Funds
Malcolm Prebble 
Partner, Mergers & Acquisitions, Tax
KPMG China
 Case Study: Pacific Coffee     25 October (Wed)   |  14:00 - 15:30  |  HKUST Business School
- Evolution of Business through PE Investment Rounds
Oscar Chow
Managing Director
Polaris Holdings 
Roger King
Adjunct Professor of Finance

Winnie Peng
Adjunct Assistant Professor of Finance

 Case Study: CVC/Hong Kong Broadband      25 October (Wed)  |  15:45 - 17:15  |  HKUST Business School
- From MBO to IPO in < 3 Years
Alvin Lam
Senior Managing Director
CVC Capital Partners
NiQ Lai
Head of Talent Engagement & CFO
Hong Kong Broadband Network
Roger King
Adjunct Professor of Finance
Winnie Peng
Adjunct Assistant Professor of Finance


The University of Hong Kong (HKU MBA Centre): 
B2, The HKU Town Centre, 3/F, Admiralty Centre, HK


Hong Kong Exchanges and Clearing Limited (HKEX Auditorium):
The Exchange Auditorium, 1/F, HK Exchanges and Clearing, Exchange Square 1&2, Central, HK


Hong Kong University of Science and Technology (HKUST Business School):
HKUST Business School Central, 15/F, HK Club Building, Central, HK


KPMG Office:
8th Floor, Prince’s Building, 10 Chater Road, Central, HK

CPT & CPD:  

3 points per module for early stage investment, module 1, 3, 5, 6 and case studies;
2.5 points for module 4
2 points for module 2



Register in a group of 2 or more from the same company and enjoy a 10% discount.

  HKVCA Member Non-Member
 Per Module HK$1,300 HK$2,600
 Case Studies HK$1,300 HK$2,600
 All 8 Sessions HK$8,300  HK$16,600



Certificate will be granted upon completion of each session.