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Strategic Partner: 
Dates:April 20 and 21, 2017
Venue:Bund Center, Suite 505-508, 222 Yan An Road (East), Shanghai
Format:Four main modules in two days
Fees:RMB1,500 for each module and RMB5,400 for whole course;
One free pass for each CVCA member firm;
Portfolio company of member firm also enjoys one free pass;
Extra attendee of CVCA members enjoys 20% discount;
YVCC members enjoy 20% discount.
Language:Mandarin
Program
20 April 2017, Thursday
| Module 1: Fund Formation and Fundraising | |
| 8:45 – 9:15 | Registration |
| 9:15 – 10:30 | Investment Management and Investment Funds Practice The formation and regulations of offshore private equity funds Lorna CHEN Partner, Shearman & Sterling LLP Pei ZHAO Associate, Shearman & Sterling LLP |
| 10:30 – 10:45 | Coffee Break |
| 10:45 – 12:00 | Fundraising Process LP selection; Fundraising procedure; Key points of Partnership agreement; RMB Fund Huaying QI Partner, Han Kun Law offices |
| Module 2: Deal Sourcing and Decision-making Process | |
| 13:30 – 14:00 | Registration |
| 14:00 – 15:00 | Deal Selection and Due Diligence Peter ZHENG Investment Director, DT Capital |
| 15:00 - 15:15 | Coffee Break |
| 15:15 - 16:15 | Financial Due Diligence Process of financial DD, real case and key findings sharing Carl FANG Director, Deloitte |
| 16:15 - 16:30 | Coffee Break |
| 16:30 - 17:30 | Term Sheet Key item Term explanation and related subsequences; Ratchet terms, Anti-dilution, Liquidation preference, Drag-along right Nora FU Partner, Shanghai Qin Li Law Firm |
21 April 2017, Friday
| Module 3: Post Investment Management | |
| 8:45 – 9:15 | Registration |
| 9:15 – 10:30 | Portfolio Valuation Valuation methods introduction and related impact factors Zack CHAN Partner, Deloitte |
| 10:30 – 10:45 | Coffee Break |
| 10:45 – 12:00 | Post Investment Management Value-added services provided to portfolio companies Helen WONG Partner, Qiming Ventures |
| Module 4: Exit | |
| 13:30 – 14:00 | Registration |
| 14:00 – 15:00 | PE Fund Exits and Liquidity Management Min LIN Founding Partner, NewQuest |
| 15:00 – 15:15 | Coffee Break |
| 15:15 – 16:15 | IPO Suitable timing; Financial preparation; Key issues to be solved Rex CHEN Partner, Deloitte |
| 16:15 – 16:30 | Coffee Break |
| 16:30- – 17:30 | Key Legal and Tax Aspects in an Exit via Trade Sale/M&A Anna YU Partner, Han Yi Law Offices |
Speakers list and agenda will keep updating and please refer our website for most updated info.
Account information for payment:
Account Name：北京创投咨询有限公司
Account No.: 862580616710001
Bank Name: 招商银行北京分行东方广场支行
Bank Address: 中国北京市东城区东长安街1号东方广场PE303－07
Kindly provide title if official invoice is required.
Registration contact:
Ning SUN
8610-5929 8623 ning@cvca.org.cn
Esther GONG
8610-5929 8627 esther@cvca.org.cn
Map：
Please follow us on WeChat. CVCA WeChat ID: CVCAWX
About CVCA Academy
Combining the philosophy of being innovative and down-to-earth with the principle of disciplined scholarship, CVCA academy is committed to helping improve the know-how and skill sets of PE/VC practitioners in China by developing systematic, high standard, professional courseware which our CVCA members find useful.
All trainers are volunteers from our member firms and professional organizations who are veterans and share the enthusiasm to drive the PE/VC industry to grow in a sustained and sound way.
Both trainers and trainees will find a culture of harmony and mutual benefit at CVCA academy. The academy and its participative courses also enable sharing of best practice and maximizing networking opportunities.
To learn more about the CVCA Academy, please visit http://www.cvca.org.cn/institute/UpcomingCourses.asp
