Cross-Border Investments: Gaining Ground
The 4th AAAIM AAMA Event
While the U.S. struggles to restore sustainable growth, Asian countries in general are experiencing the go-go years of over 8% annual GDP growth. Investment managers in all major asset classes, in particular Asian Americans, have been capitalizing on cross-border opportunities by bridging capital, expertise, deal access and on-the-ground connections. This is especially true in the large powerhouse economies of India and China. What are some of the latest trends and experiences from the frontlines? Please join our panel of experts for a lively evening discussion on:
The growth of cross-border deals enabled by capital flows from the U.S. to Asia and vice versa;
How the global financial crisis has affected risk appetite, volume of deals and types of deals; and
Thoughts on opportunities in the next 3 to 5 years.
Panelists:
Dolph Hellman, Partner, Orrick, Herrington & Sutcliffe, LLP (moderator)
Mr. Hellman is a partner in Orrick’s San Francisco office and the Co-Chair of the firm’s Private Investment Funds Group and a member of the firm’s Corporate Department. Mr. Hellman concentrates his practice on private equity investor representation and fund formation as well as representing financial institutions and corporations in privately negotiated debt transactions.
Mr. Hellman counsels some of the largest public pension plans in the U.S. and other institutional investors in various U.S. based and international alternative investments as well as sponsors in fund formation.
David Kushner, Chief Investment Officer, San Francisco ERS
Mr. Kushner joined the San Francisco Employees’ Retirement System in October 2001. He serves as the Deputy Director for Investments (Chief Investment Officer) responsible for overseeing all aspects of the investment program for this $14.9 billion public fund.
Mr. Kushner began his career in Trust Investments, first at City National Bank of Miami, then at Flagship Bank of Tampa. In 1983, he joined the equity staff at the Florida State Board of Administration, ultimately rising to Senior Portfolio Manager overseeing internally managed equities. Mr. Kushner has also worked with ING Investment Management in Atlanta to establish a presence for U.S. Equities management.
Mr. Kushner holds a B.S. in Business Administration from the University of Florida and the Chartered Financial Analyst (CFA) designation.
Hanson Li, Executive Director, The Hina Group
The Hina Group is one of the largest merchant banks focusing on China with over 50 professionals on the ground. With offices in China, US, and Singapore, Hina has been variously recognized as the Best Boutique M&A Bank, Best Private Equity Firm, and Best Cross-border Investment Bank. Mr. Li works in both the investment banking division and the private equity fund. Prior to joining The Hina Group, Mr. Li gained significant operational experience at Capital One Financial and EqualFooting.
Mr. Li holds an MBA, MA and BA from Stanford University.
Priya Mathur, Board Member, CalPERS
Ms. Mathur is serving her second term on the Board of Administration representing public agency members of CalPERS. She is Chair of the Health Benefits Committee. She also serves on the Benefits and Program Administration, Investment, Ad Hoc Board Governance and Ad Hoc Risk Management Committees, and the Policy Subcommittee of the Investment Committee.
Ms. Mathur has a Master's degree in Business Administration from the Haas School of Business, University of California, Berkeley, and a Bachelor's degree in economics and literature from Connecticut College.
Nandini Tandon, Managing Director, Lumira Capital
Dr. Tandon manages Lumira Capital’s office in the San Francisco Bay Area, which she helped establish in early 2004. Prior to joining Lumira Capital, Dr. Tandon was a partner with RBC Capital Partners where she launched their venture capital U.S.A. life science presence by opening its San Francisco office in early 2002. Dr. Tandon is on the advisory boards of BayBio Institute, C21 BioVentures, is Charter Member for TiE Silicon Valley and Board of Trustees for TiE Global.
Dr. Tandon received her Ph.D. in biochemistry from Duke University and her B.A from Hollins University, Virginia.
Details:
Date: Thursday, April 14, 2011
Agenda: 6pm Doors open with refreshments
6.30pm Panel discussion
7.45pm Close
Location: Orrick, Herrington & Sutcliffe
The Orrick Building
405 Howard Street
San Francisco
Fee: Free to current members, please log in to your AAAIM account to register.
Free to panelists, LPs and trustee members.
$100 for non-members and the fee may be applied to an AAAIM membership.
Questions:
info@aaaim.org
Registration:
www.aaaim.org
