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Overview

Explore the dynamic world of private equity and venture capital investments. This session delved into the latest trends, risk management strategies, and AI-driven opportunities in private equity and venture capital. Gain insights from industry experts on how these investments can be a crucial part of a diversified portfolio.

  • Discussing the features and characteristics of private equity and venture capital investments
  • Exploring value creation and the associated risks 
  • Identifying opportunities arising from AI and ESG considerations
  • Addressing challenges in fundraising and valuation and proposing solutions to overcome them
Speakers:
  • Brenda Hou, CFA, head, global partnerships and client solutions, growth markets, CFA Institute
  • Grace Lee, CFA, partner and group coo, Qiming Venture Partners
  • Yee Hean Teo, principal investment specialist, Asian Development Bank
  • Vicky Yick, CFA, head of greater china private wealth, Partners Group

Moderator:

  • Alvin Ho, CFA, president, CFA Scoiety Hong Kong

Recorded on 5 September 2024

Duration: 59 mins

Private Markets Professional Learning
Addressing the industry's need for talent development in this dynamic sector, CFA Institute also offers professional learning focusing on key concepts, insights, and practical skills required of analysts or associates in private markets, aiming to equip professionals with the necessary knowledge and expertise to navigate the industry effectively. Learn more.

Speakers

Alvin Ho
Alvin Ho CFA

Dr. Alvin Ho is an experienced investment principal with a track record in private equity. He currently splits his time between managing a portfolio of private investments and institutional investing on one end, and handholding start-ups and grown-ups seeking new iterations on the other. In addition, he serves as a board member for listed companies and NGOs and is a member of investment committees for funds and platforms. Previously the legal and executive representative for the local currency funds incorporated in Beijing and Chengdu, he was the Head of China for a pan-regional private equity growth fund.

Alvin holds a Ph.D. in Finance from the Shanghai University of Finance and Economics, and master’s degrees from Tsinghua University and London Business School. He has authored three books in Chinese on the economics of sports. He is the chief editor and contributed two essays to RISE FROM CRISES, a publication of CFA Society Hong Kong.

Brenda Hou
Brenda Hou CFA

As the Head, Global Partnerships & Client Solutions, Growth Markets, Brenda leads the team responsible for delivering global revenue targets for a portfolio of learning products targeted at investment management professionals. Brenda is a member of the senior management team in APAC, collaborating with cross-functional teams regionally and globally.

Brenda brings over 25 years of experience in business development to the role, with deep experience in change management and organizational transformation. Prior to joining CFA Institute, she spent over eight years to lead the global and APAC strategy development and planning in Electrocomponents, the world’s largest distributors of electronics and maintenance products. Her investment professional career started since 2000 when she led the investment team to conduct merger and acquisition deals in the region, followed by
leading an IPO project in HK.

She received her CFA Charter in 2002 and Certification of ESG Investing in 2022. She is alsoan Associate Member of the Chartered Institute of Management Accountants (ACMA), Graduate of Australian Institute of Director (GAICD) and has a Bachelor degree of Business Administration (Finance) from The Chinese University of Hong Kong.

Grace Lee
Grace Lee CFA

Grace Lee is a Partner and Group COO of Qiming Venture Partners. She has extensive experience in the venture capital industry covering investment, portfolio management, fund operation and fund raising. Prior to joining Qiming in 2009, Grace was the Deputy CFO and Compliance Officer of C. V. Starr Asia. Previously, Grace was an investment professional dealing with private equities and listed securities when she worked at PAI Partners and JAFCO Asia. Grace was an auditor in the early part of her career life.

Grace was named the Top 10 Most Influential CFO in the China VC/PE Industry in 2017 by ChinaVenture, and the Best China PE/VC CFO in 2022 and 2023 by Frost & Sullivan and LeadLeo Research Institute.

She holds a Bachelor of Business Administration Degree from the Chinese University of Hong Kong and a Bachelor of Laws Degree from the University of London. She is a fellow member of HKICPA and a CFA charter holder. Grace is a Board of Director and the past Co-Chairwoman of Hong Kong Private Equity Finance Association, and a board member of China Venture Capital Finance Organization. She is also a Non-Executive Director of The Hong Kong Society of Financial Analysts Limited.

Founded in 2006, Qiming Venture Partners is a leading China venture capital firm with offices in Shanghai, Beijing, Suzhou, Hong Kong in China, and Singapore. Currently, Qiming Venture Partners manages eleven US Dollar funds and seven RMB funds with $9.5 billion in capital raised. Since its establishment, the firm has invested in outstanding companies in the Technology and Consumer (T&C) and Healthcare industries at the early and growth stages.

Yeehean Teo
Yeehean Teo

Teo Yee Hean is a Principal Investment Specialist at the Asian Development Bank’s Private Sector Operations Department. Since joining ADB in 2015, Mr. Teo has played a pivotal role in advancing the bank’s private equity fund investments. His strategic oversight ensures that these investments achieve sustainable financial returns while aligning with ADB’s mission to promote corporate governance, environmental sustainability, and social equity through private sector engagement.

Prior to his tenure at ADB, Mr. Teo garnered extensive experience at GIC Private Limited and Temasek International Private Limited. In these roles, he was instrumental in evaluating private equity, real estate, and infrastructure deals within the risk management teams. His key responsibilities included conducting strategic reviews of private equity strategies, advising on portfolio construction, assessing large and complex global deals, and quantifying value-creation opportunities for underlying portfolio companies. Additionally, as a national of Singapore, Mr. Teo served 2.5 years in the Singapore Armed Forces.

Mr. Teo holds dual bachelor’s degrees in business management and economics from the Singapore Management University. Further, he completed an executive program at the Stanford University. Mr. Teo also serves as a member of the Singapore Venture and Private Capital Association LP Committee, and an advisory committee member on several of ADB’s fund investments.

Vicky Yick
Vicky Yick CFA

Vicky Yick joined Partners Group Singapore in March 2023 and is responsible for developing the Greater China private wealth business. Before joining Partners Group she was Managing Director, Head of Greater China for American Century Investments in Hong Kong. She also spent 9 years at Value Partners Hong Kong heading up the private wealth business covering private banks, family offices as well as coverage of US institutional investors. Vicky also worked at BNP Paribas, Goldman Sachs Private Wealth Management in Hong Kong as well as Man Investments in Switzerland. Vicky graduated from the University of British Columbia, with a major in Finance and is also a CFA charterholder.

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