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It is with pleasure that we invite you to 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.
This event coincides with the release of a toolbox memo – specially designed to help Chinese managers leverage the current trend to grow their offshore fund businesses.
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Linking Opportunities：Dedicated Allocation to China
Date: 5 August 2021
Time: 9:30am (BST); 10:30am (CET); 4:30pm (HKT)
REGISTER HERE
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.
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
Speakers:
- Alvin Fan, Chief Executive Officer, OP Investment Management (Moderator)
- 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
- Neil Mackie Partner & Head of Operational Due Diligence, Asia, Albourne Partners
- Maria Long, Research and Content Director, SBAI (Presentation)
Speakers' Bios
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Alvin Fan
Chief Executive Officer
OP Investment Management
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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.
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Terence Lee
Principal
Hedge Fund Solutions (BAAM) Blackstone
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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.
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William Ma, CFA, CAIA
SBAI Asia Pac committee
Global board of director of CAIA
Former CIO of Noah
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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.
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Neil Mackie
Partner & Head of Operational Due Diligence, Asia
Albourne Partners
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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.
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Maria Long
Research and Content Director
SBAI
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Maria Long joined the SBAI as Content & Research Director in August 2020. She is responsible for content development and co-ordination of the ongoing and future working groups on a wide variety of topics, including governance, insurance linked strategies, standardisation of disclosure, valuation, alternative credit, responsible investment, asset management regulation and compliance as well as new topics to be determined in the future.
Prior to the SBAI, Maria spent 12 years at Man FRM, most recently in Operational Due Diligence (2015-2020) and before that as Head of FRM Middle Office (2008-2015). Maria also has worked in Fund Administration in Dublin and in Operations at Investment Managers in London.
Maria received an BSc Natural Sciences (Astronomy & Planetary Science) with First Class Honours in 2017 from The Open University.
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The SBAI is an active alliance of alternative investment managers and investors dedicated to advancing responsible practice, partnership and knowledge. Together, our network of allocators and managers create real world solutions to tomorrow’s industry challenges.
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