OPIM x SBAI Webinar:
Linking Opportunities：
Dedicated Allocation
to China
4.30 - 6.00 pm HKT
5 Aug, 2021 (Thu)
This event is over.
OPIM x SBAI Webinar:
Linking Opportunities:
Dedicated Allocation
to China
4.30-6.00pm HKT
5 Aug, 2021 (Thu)
This event is over.
This webinar will be conducted in English with simultaneous interpretation in Mandarin Chinese.
此线上研讨会将以英语进行，并提供普通话同声传译。Proceed to Chinese Event Page 前往中文活动网页 ↗
China’s economy, the second largest in the world, is recovering robustly from the COVID-19 pandemic, making it the hottest bet in global finance. Meanwhile, Hong Kong has always been a vital gateway between China and the rest of the world.
In this webinar, OPIM in collaboration with SBAI brings together an exclusive interview with senior executives at leading offshore funds and allocators, provides key insight for China allocation, investment outlooks, and observable risks in 2021. Furthermore, we will co-release a toolbox – specially designed to help Chinese managers leverage the current trend to grow their offshore fund businesses.
Organizers：
China’s economy, the second largest in the world, is recovering robustly from the COVID-19 pandemic, making it the hottest bet in global finance. Meanwhile, Hong Kong has always been a vital gateway between China and the rest of the world.
In this webinar, OPIM in collaboration with SBAI brings together an exclusive interview with senior executives at leading offshore funds and allocators, provides key insight for China allocation, investment outlooks, and observable risks in 2021. Furthermore, we will co-release a toolbox – specially designed to help Chinese managers taking advantage of the wind and forming actionable items to grow offshore fund businesses.
Organizers：
AGENDA
SBAI Toolbox Memo launch: Chinese Managers Expanding Offshore
Access for global institutional investors to Chinese onshore managers can be challenging for several reasons including regulatory and operational differences. Chinese onshore managers may therefore choose to expand offshore to be able to distribute their products globally.
Hong Kong and Singapore are the typical destinations for offshore expansion, but there are areas that Chinese onshore managers will need to understand about these jurisdictions. There is no one size fits all approach for an onshore manager selecting an offshore jurisdiction, managers will need to consider their own circumstances, strategy, and expansion plans to make this choice.
This memo provides an informational guide to some of the differences and challenges that Chinese onshore managers may face including:
A comparison of practices in the different regions,
Key regulatory differences, and
Practical differences.
Presenter:
Maria Long
Content and Research Director
SBAI
Panel Discussion: Linking opportunities between China and the Global market
Review of first half - China exposure in a global portfolio
Allocate effectively and understand drivers across asset classes
Important attributes for an external China Manager
IDD and ODD refreshing points under COVID-19
Long term opportunity in onshore China
Guest Speakers:
Neil Mackie
Partner & Head of Operational
Due Diligence, Asia
Albourne Partners
Terence Lee
Principal
Hedge Fund Solutions (BAAM)
Blackstone
William Ma, CFA, CAIA
SBAI Asia Pac committee,
Global board of director of CAIA,
Former CIO of Noah
Moderator:
Alvin Fan
CEO
OP Investment Management
AGENDA
SBAI Toolbox Memo launch: Chinese Managers Expanding Offshore
Access for global institutional investors to Chinese onshore managers can be challenging for several reasons including regulatory and operational differences. Chinese onshore managers may therefore choose to expand offshore to be able to distribute their products globally.
Hong Kong and Singapore are the typical destinations for offshore expansion, but there are areas that Chinese onshore managers will need to understand about these jurisdictions. There is no one size fits all approach for an onshore manager selecting an offshore jurisdiction, managers will need to consider their own circumstances, strategy, and expansion plans to make this choice.
This memo provides an informational guide to some the differences and challenges that Chinese onshore managers may face including:
A comparison of practices in the different regions,
Key regulatory differences, and
Practical differences.
Presenter:
Panel Discussion:
Linking opportunities between China and the Global market
Review of first half - China exposure in a global portfolio
Allocate effectively and understand drivers across asset classes
Important attributes for an external China Manager
IDD and ODD refreshing points under COVID-19
Long term opportunity in onshore China
Guest Speakers:
Moderator:
Register for Event Invites
Register for Event Invites
SPEAKERS & MODERATOR
Maria Long
Content and Research Director
SBAI
Maria Long joined the SBAI as Content and Research Director in August 2020 and is responsible for the SBAI’s Working Groups and Toolbox publications. Prior to joining the SBAI, she was an Operational Due Diligence Analyst at Man FRM (‘FRM’) a Fund of Hedge Fund and Managed Account Provider based in London. Prior to joining the Operational Due Diligence Team in 2015, Maria was the Head of FRM Middle Office. Her responsibilities included oversight of valuation production, expense payments, FX hedging and reconciliations. Prior to joining FRM in 2008, Maria worked for Northern Trust Hedge Fund Services in Dublin running the Fund of Hedge Fund Accounting Team and also held operational roles at Unigestion SA and Thames River Capital (UK) Limited, both hedge fund managers based in London. Maria received first class honours for a BSc in Physical Sciences from the Open University in June 2017.
Neil Mackie
Partner & Head of Operational Due Diligence, Asia
Albourne Partners
A passionate advocate for best practices in the industry, Neil has spent more than 10 years conducting ODD exercises on hedge and private markets funds across Asia on behalf of Albourne's institutional investor client base. Based in Hong Kong, he leads an eight-member regional team interacting closely with managers and providing in-depth feedback and recommendations to non-investment team leaders. Prior to joining Albourne, he spent more than nine years in Chief Operating Officer and Compliance Officer roles at emerging markets and Asian equities asset managers in London, Singapore and Hong Kong. Neil is a CFA charter holder and a regular speaker at industry events.
Terence Lee
Principal
Hedge Fund Solutions (BAAM)
Blackstone
Terence Lee is a Principal of the Hedge Fund Solutions Group. Since joining Blackstone in 2006, Mr. Lee has been involved with portfolio development, manager selection and evaluation, and monitoring of Asia-related investment strategies. Before joining Blackstone, Mr. Lee worked at Bloomberg where he focused on the development of equity and equity-linked securities products. Mr. Lee also previously served as a Full Lieutenant and Platoon Commander in the Singapore Army. Mr. Lee received a BS in Industrial and Operations Engineering from the University of Michigan-Ann Arbor, where he graduated cum laude and was elected to Alpha Pi Mu.
William Ma, CFA, CAIA
SBAI Asia Pac committee
Global board of director of CAIA
Former CIO of Noah
William has over 20 years of industry experience, is the former CIO of Noah and Gopher Asset Management, an alternative asset manager with AUM of USD25B. William was responsible for overseeing all investment management and product due diligence of combined assets of USD80B.
Alvin Fan
CEO
OP Investment Management
Alvin Fan is the Chief Executive Officer of OP Investment Management Limited (OPIM), responsible for the company’s overall strategy. He has over 15 years’ experience in finance and strategy - spanning across managerial, private equity, and fund of funds. Alvin was previously Director of Incubated Funds and Head of Investor Relations at OP Financial Investments Ltd, a Hong Kong listed Investment Company, where he was responsible for monitoring the company’s portfolio of public equity investments. Prior to joining OP, Alvin was previously working in private equity focused on distressed assets and property. Alvin received his Master’s degree in Business Administration from the Ivey School of Business (University of Western Ontario) in 2006.
ORGANIZERS
OP Investment Management
OPIM is a leading Hong Kong based asset management company established and licensed since 2004 with Hong Kong Securities and Futures Commission (the “SFC”) to carry out Type 1 (dealing in securities), Type 4 (advising on securities) and 9 (asset management) regulated activities under the provisions of the Securities and Futures Ordinance (Cap.571) (the “HK SFO”). The company is also a member of the Oriental Patron Financial Group and associate of OP Financial Investments Ltd. (Hong Kong publicly listed 1140.HK). OPIM partners with emerging managers to develop innovative strategies for institutional and professional investors. OPIM’s institutional fund platform attracts both managers and investors from around the world working with the industry’s best business partners in alternative asset management.
Standard Board of Alternative Investments (SBAI)
Established in 2008, the SBAI is an active alliance of alternative investment managers and investors dedicated to advancing responsible practice, partnership, and knowledge. We ensure the quality and efficacy of the alternative investment arena, through responsible standards and the exchange of ideas. The SBAI Alternative Investment Standards were formed through collaboration with our asset manager and allocator community. We are supported by managers with approximately US$ 2tn in AUM and our Investor Chapter includes over 90 major international investors responsible for over US$ 4tn in assets, including pension and endowment funds, sovereign wealth funds and funds of funds. At our core, the SBAI is an active community committed to knowledge sharing, informed dialogue, and innovation. Together, our network of allocators and managers create real-world solutions to tomorrow’s industry challenges. As a neutral alliance, we work together to advocate for and protect the integrity of the alternative investment community.
Albourne Partners
Albourne Partners Limited was established in London in March 1994 as an independent advisor specializing in alternative assets. Albourne’s mission is to empower our clients to be the best investors that they can be, by providing data, news and analytics (“D&A”), implementation support (“B2Y”), research and advice. With over 300 clients including leading public and corporate pension plans, endowments, foundations, family offices, sovereign wealth funds and financial intermediaries in 29 countries and 36 US States, we benefit from the quality and scale of our clients, who have over $600bn invested in alternative assets. Albourne is one of the largest alternatives advisory firms, with 495 employees in 11 offices around the world. Albourne was named “Best Investment Consultant” at the inaugural 2021 Institutional Asset Manager Awards on 27 May 2021. Please visit www.albourne.com.
Blackstone
Blackstone is one of the world’s leading investment firms. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $649 billion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis.
Special Support
Jimu
As one of the industry's leading private equity service platforms, Jimu provides integrated whole-process services to private equity firms, such as compliance management, vocational training, IT support, and investment management. It connects private equity firms with service agencies, startups, investors, and other groups, and has created a high-quality private equity fund service ecosystem that has stimulated the industry’s sustainable development. Jimu is a well-known brand in the private equity funds industry. It covers thousands of Chinese and international private equity institutions and is widely recognized by users and the industry. Jimu has established in-depth cooperation relationships with many financial institutions and industry resources, has served hundreds of local governments, central government-led enterprises, state-owned enterprises, and listed companies, and has developed an excellent reputation in the industry.