Yale Private Equity LP Forum
Co-hosted by Yale Club of Beijing and Yale Center Beijing.
Time and Location
Yale Center Beijing
8 Jianguomenwai Avenue, 36th Floor, Tower B, IFC Building (Yong’anli Station, Exit C)
David Swensen, CIO of Yale University’s Endowment, was the first among all the institutional investors to encourage employing external fund managers, which later become an important element of the very famous “Yale Model” in asset management industry. How to choose among Chinese private equity funds? What are institutional investors looking for? What are the “pitfalls” that investors should avoid? In particular, how do Chinese institutional investors perceive this rapidly changing market? We have invited experienced alumni working on the institutional investors’ side and industry experts, to discuss these topics together.
The language of the event will be Chinese.
Sally Shan Yale MBA '97
Managing Director and Head of China, HarbourVest Partners
Ms. Sally Shan focuses on private equity fund of funds investment, secondary markets and mutual direct investment deals. Prior to HarbourVest, Ms. Shan held various senior management positions in Lehman Brothers and J.P.Morgan. Ms. Shan received MBA degree from Yale School of Management in 1997. She is a member of Aspen Institute China Fellowship.
Vice General Manager, AEON Insurance Asset Management
Ms. Qiongwen He currently serves as Vice General Manager of AEON Insurance Asset Management, focusing on equity investment. Before joining the AEON, she worked for Ping An Insurance and New China Asset. She is on the Equity Investment Committee of the Insurance Asset Management Association of China, and the Open Market Investment Committee. Ms. He received her M.A. from Cambridge University.
Managing Partner for FOFs of Private Equity, CreditEase
Ms. Junxia Liao started her career in venture capital in 2002. Over the years, she has been actively involved in investment and financing for early-stage companies, focusing on the development of emerging industries. Before joining CreditEase Wealth Management, Ms. Liao was responsible for research & consultancy at Zero2ipo, where she acquired comprehensive and in-depth understanding of domestic VC/PE market and broad industry resources. In the past, as a partner in a RMB VC fund, she has accumulated first-hand experience in VC investment. She also co-authored the book China VC: 20 years. Ms. Liao graduated from Renmin University of China with an MA degree in economics.
Managing Partner, Zero2IPO Group
Ms. Xinghua Fu currently serves as managing partner of Zero2IPO Group, and Zero2IPO’s fund of funds and general manager of Zero2IPO Research Center. Ms. Fu has over 15 years of experience in private equity investment and TMT industry. She is an expert consultant to the National Development and Reform Commission, the Ministry of Finance and many government guide funds. Ms. Fu oversees the fund of funds business in Zero2IPO Group, and has invested in over 40 venture capital funds and projects. She obtained her B.E. from Beihang University and her MBA from Tsinghua University.
Julie Zhao (Yale SOM '14)
Co-founder, Value Connect
Ms. Julie Zhao is co-founder of Value Connect, an independent capital introduction firm based in Shanghai. Ms. Zhao is experienced in fundraising for asset managers from both overseas and Chinese institutional investors, including endowments, foundations, insurance companies, banks, funds of funds, etc. Before founding Value Connect, she was in charge of operation and overseas fundraising in a Chinese hedge fund. Before pursuing her MBA at Yale, she was a lawyer for a number of years at Baker & McKenzie, an international law firm. She earned MBA from Yale School of Management, LLM from University College London and LLB from Fudan University.