Event Details

As businesses navigate the complex landscape of strategic growth, restructuring, and

mergers and acquisitions (M&A), creating and maintaining business value becomes a top priority for corporate leaders and finance professionals.


This seminar will explore the critical elements that drive business value, from valuation methods and governance to intellectual property and financial fitness.


Our expert panel will delve into strategies that companies can use to enhance their value

through efficient M&A transactions and strategic restructuring. Learn from real-world experiences and case studies that showcase the best practices for optimizing business operations, governance, and financial health to ensure long-term success.


Whether you are preparing your company for growth, considering restructuring options, or planning an M&A transaction, this seminar will provide valuable insights into maximizing your business value.


Accreditation: 1.5 CPD


Remarks:

  • Speakers are in alphabetical order by surname.
  • Online registration Deadline: 23 October 2024.
  • HKIRA will confirm availability by email notification. HKIRA reserves the right to final say in registration discrepancies

Moderator:






Ms. Venus Zhao

Director of Investor Relations and Public Relations

CBL International Limited (Nasdaq: BANL)

Ms. Zhao Hui, Venus has solid academic knowledge and professional experience in investor relations, capital markets, media relations, corporate communications, and corporate finance, with years of relevant experience in Fortune 500 MNCs and Hong Kong listed companies.



In her current position as Director of Investor Relations and Public Relations with CBL International Limited (Nasdaq: BANL), she leads the team in designing and executing effective investor relations and corporate communications programs, so as to enhance the transparency of the Company and ultimately to achieve a fair valuation of the Company's securities.


She is also Executive Committee member, Fellow and Event Committee Chairman of Hong Kong Investor Relations Association (HKIRA), Full Member and Young Director Committee member of HKIoD (The Hong Kong Institute of Directors).


Venus received her master degree of Strategic Public Relations in Communications and Journalism School in University of Southern California, and her MBA degree concentrated in Finance in The Hong Kong University of Science & Technology. She is a certified FCMA, CGMA holder from Chartered Institute of Management Accountants (CIMA), and certified ESG Analyst (CESGA®) from EFFAS.

Speakers

  • Mr. William Chen (Co-founder of Overture)

    Mr. William Chen

    Co-founder of Overture

    Dr. Chen is co-founder of Overture, a venture builder to support the growth of start-ups. Before this new start-up, Dr. Chen was CFO and has over 30 years’ experience in financial and operation management in the Greater China and Asia Pacific region. His career has spanned a diverse range of industries including medical devices, food and beverage, consumer products, e-commerce and retail. He successfully completed two companies’ exits in the past 8 years and the recent transaction receiving “Exit of the Year - Mid Cap” in The Asian Private Equity & Venture Capital Awards 2023. He is currently an Adjunct Professor of The Hang Seng University of Hong Kong, Griffith Business School, Australia and Technological and Higher Education Institute of Hong Kong.

    Dr. Chen earned his doctorate degree in Business Administration from Curtin University. He is FCMA, CGMA and FCPA (Australia & HK), CTA (Non-practicing), CMC and HKCGI Cert: ESG holder.

    Dr Chen also shows commitment to education, accountancy professional development and community services. Dr. Chen currently sits on the Griffith University’s Business School Strategic Advisory Board and Accountancy Departmental Advisory Committee of City University of Hong Kong. He is HKSAR Area Committee Member of Chartered Institute of Management Accountants (CIMA) and past Chairman of CIMA, HK Branch. Dr. Chen has also served a specialist and financial expert of HKCAAVQ and board member of several non-profit organizations, including Habitat for Humanity Hong Kong. In addition, Dr. Chen regularly participates in workshops and delivers lectures and speeches at professional associations, universities, and conferences, including the CFO Innovation Forum, Future CFO Conference and CFO Summit Asia.

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  • Mr. John Lee (Vice Chairman and Co-Head at Asia Country Coverage, Global Banking for UBS AG)

    Mr. John Lee

    Vice Chairman and Co-Head at Asia Country Coverage, Global Banking for UBS AG

    John C. Lee is Vice Chairman and Co-Head of Asia Country Coverage, Global Banking for UBS AG. Mr. Lee joined UBS AG in March 2017 and is currently responsible for senior client coverage and origination efforts for M&A and equity and debt capital markets in the Greater China region. He has over 30 years of investment banking experience with transactions across Asia in a wide range of product areas. Prior to joining UBS AG, John worked at Bank of America Merrill Lynch for 20 years from 1996-2016 as Vice Chairman of Asia Coverage and Head of Hong Kong, Taiwan and Macau coverage and at Bear Stearns Asia Limited for 2 years from 1994-1996.

    Mr. Lee is currently a Member of the Listing Review Committee of The Hong Kong Exchanges and Clearing Limited as well as Council Member of The Better Hong Kong Foundation, Council Member for Advisory Council on Career Development for The Hong Kong University of Science and Technology, and Vice Chairman of Hong Kong-Mainland International Investment Society.

    John holds a BBA degree from Southern Methodist University in the U.S., with a concentration in Finance and Real Estate.

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  • Mr. Eric Poon (Founder of EEMM Limited)

    Mr. Eric Poon

    Founder of EEMM Limited

    Mr. Eric Poon is the founder of EEMM Limited which is a valuation and property agency company. The company provides agency, deal sourcing, and valuation services to professional institutions and private investors. Eric Poon is a Chartered Management Accountant and Chartered Surveyor (Valuation), he provides professional services of agency, valuation and deal structures to the clients in Hong Kong and China. In 2021, he represented the vendor and seller of a shop and closed this deal which worth HKD$ 1.1 Billion in Hong Kong. This deal is a record high of Hong Kong shop transaction since 2000s. Before he established the EEMM Limited, he was the head of a chairman office of a private company with Asset Portfolio up to HKD 30 billion. In early 2000s, Eric Poon was working in manufacturing industry in Japan and China. He managed 1800 workers in factory in Dongguan China.

    Eric Poon have worked in China, Hong Kong and Japan for 20 years. He is ACMA, CGMA, MRICS(Valuation), MBA, Master of Engineering and Estate Agent.

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Tickets

Standard

Admission for one (1) individual to the event.

Member Price HKD 100
Standard Price HKD 250
Complimentary Ticket

with a valid coupon number for redemption

Member Price Complimentary

Venue

UBS AG

Finance Street 8
Hong Kong Island, Hong Kong SAR (China)

If you have any questions please contact Event Team

Contact Organizer

+852 21171846

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