Sponsored by
Venue
KPMG Office, 8/F, Prince’s Building, 10 Chater Road, Central, Hong Kong
CPT
2.5 points
Agenda
| Time | Content | Speakers |
|---|---|---|
| 9:30 – 10:45 |
Established PE Funds – legal and tax considerations
|
Shawn Yang, Partner, Debevoise & Plimpton
Sandy Fung, Partner, Alternative Investments, Tax, Hong Kong, KPMG China |
| 10:45 – 10:55 | Break | |
| 10:55 – 11:45 |
Fundraising
|
Wendy Zhu, Partner, Managing Director & Global Head, AlpInvest Partners
Josh Jacob, Managing Director, Constellar Capital |
| 11:45 – 12:35 |
IR
|
Haide Lui, Head of Investor Relations, Ascendent Capital Partners |
Registration
HKVCA Members: HK$1,800 per person
Non Members: HK$3,600 per person
Speakers' Bios
Wendy is a Partner, Managing Director and Global Head of AlpInvest Partners’ Primary Fund Investments team. She is also responsible for the Secondary and Portfolio Finance team in the Asia Pacific region and a member of the Operating Committee. She joined AlpInvest Partners in 2007 from Macquarie Funds Management, where she was Senior Vice President of Asia-Pacific regional private equity fund investments and co-investments. Previously, Wendy was a Director with Deutsche Bank Asset Management and an Associate Director at MetLife. Wendy received a BS in Business Administration and an MS in Accounting from the University of Southern California. She represents AlpInvest Partners on various Advisory Boards.
Ms. Lui is Head of Investor Relations of Ascendent Capital Partners. Ms. Lui is responsible for IR and fundraising.
Prior to Ascendent, Ms. Lui spent over 10 years at HarbourVest Partners, focused on private equity fund investments across Asia. During that time, she served on the limited partner advisory committees of a number of pan-regional and China-focused private equity partnerships. Before that, Ms. Lui was with Morgan Stanley in the Global Capital Markets group in Hong Kong, focused on the origination and execution of equity financings, advising Asian and Chinese companies.
Ms. Lui graduated from the University of Cambridge with a B.A. Honours in Natural Sciences.
Josh Jacob is a Managing Director at Constellar Capital responsible for fundraising, sourcing, diligence and client relationships. Constellar Capital acts as an institutional bridge between the East and the West, with a deal log of world class managers for APAC investors across multiple strategies and asset classes in the Alternative Investment industry. Josh has over 19 years of global private market experience at various firms including Hamilton Lane, New Amsterdam Group and Centrum Capital.
Shawn Yang is a partner of Debevoise & Plimpton LLP and registered foreign lawyer, based in the Hong Kong office. He is a member of the firm’s Investment Management Group. Mr. Yang’s practice focuses on private equity fund formation, secondaries and select investor-side representations.
Mr. Yang’s recent experience includes representing clients such as Advantage Partners, EQT, Clayton, Dubilier & Rice, HarbourVest Partners, Morgan Stanley, KKR, Ontario Teachers’ Pension Plan Board and HongShan (formerly Sequoia China).
Mr. Yang has been named in Private Equity International’s “Future 40 Leaders” list, and is named as a Next Generation Partner by The Legal 500 Asia Pacific – Greater China (2024) for Investment Funds. The guide describes him as “very detail-oriented and hands on” with “solid technical skills.” He has also been described as “very calm, commercial, able to think outside-the-box and to provide solutions.” Clients have also noted that he is “an excellent lawyer, exceptionally hardworking and very efficient.” Mr. Yang has been named by Asian Legal Business (2022) as one of Asia’s 40 Under 40 Lawyers and by IFLR1000 (2021/22) as a Rising Star in Hong Kong for Private Equity Funds.
Mr. Yang received a J.D. in 2012 from the University of Virginia School of Law, where he served on the Managing Board of the Virginia Law Review, and a B.A. from the University of Southern California in 2008.
Mr. Yang joined the firm’s New York office in 2012 and transferred to the Hong Kong office in 2013. He is a member of the Bar of the State of New York.
Sandy is a tax partner in KPMG’s Asset Management group. She has more than 20 years of experience in performing tax structuring and advisory services to alternative investment funds including hedge funds, credit funds, special situation funds, real estate and infrastructure funds, private equity funds, venture capital funds etc. She also has extensive experiences in performing tax due diligence reviews and investment structuring in connection with M&A transactions.
Sandy was an in-house tax advisor for several global Private Equity Funds. She has substantial experiences in implementing the proposed investment, ownership, financing structures and performing restructuring. She has also been focused on advising the potential tax issues that may arise from the Asset Management and the Exit stages.
Sandy provides tax advisory services on investment structures in the Asia Pacific region and cross-border transactions. She advises on all aspects of investment structures, including substance requirements, ownership and holding structures, financing arrangements, debt push down strategies and divestment scenarios. Many of the assignments involve the effective use of double tax treaty and consideration of the potential direct, indirect, withholding taxes, capital and stamp duties etc.
Sandy has extensive experiences in dealing with Hong Kong tax audit cases in fund industries.
Sandy is a Bachelor of the Professional Accountancy in The Chinese University of Hong Kong and a Bachelor of Law in The University of London. She is a Member of the of the Hong Kong Institute of Certified Public Accountants (HKICPA), a fellow of UK Association of the Chartered Certified Accountants, a Member of The Institute of Taxation in Hong Kong, an Associate of the Chartered Governance Institute UK & Ireland, and an Associate of the Hong Kong Chartered Governance Institute (HKCSI).
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