22
Sep
Sector focus: Consumer – deep resilience, bright future
Chinese consumers are moving away from overpriced brands toward experiential consumption focused on health, emotional value, and high cost-performance, revealing pockets of strong resilience. Chinese brands are also unlocking new growth by going global, pairing domestic e-commerce and digital expertise with overseas supply chains. Meanwhile, profitability pressures, efficiency demands, and geopolitical shifts are forcing multinationals to accelerate asset carve-outs, creating buyout and restructuring opportunities in China. Our diverse panel of investors will share their insights on consumer trends, the hottest sectors, and how they are capturing growth.
- What are the key trends for investors targeting resilient niches focused on health, emotional value, and high cost-performance?
- How can Chinese consumer brands scale globally through domestic digital expertise and overseas supply chains?
- How can investors capture value from the rising wave of multinational carve-outs and restructuring opportunities?
- How are GPs restructuring brands to build sustainable supply chain moats and drive long-term profitability?
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SpeakersLing Yang China Editor Mergermarket
Gunther Hamm President HOPU Investments
Chen (Jason) Wang Managing Director, Private Equity KKR
Tian Ai Managing Director L Catterton
Philip Yifei Bao Director, Private Equity Mubadala Investment Company
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Ling Yang is China Editor for Mergermarket, a global news intelligence service for advisors, private equity firms and corporates. She heads a team of dedicated specialists across China to cover corporate growth strategies, M&A deals, PE buyouts, cross-border M&A intelligence, as well as data-backed analysis and trend pieces.
Ling has been an investigative M&A reporter for 12 years with a special focus on private equity coverage. She was the head of consumer and retail coverage for APAC with Mergermarket. She joined Mergermarket in Hong Kong in 2011 before moving to Shanghai in 2016.
Mr. Hamm has 25 years of investing experience, and has been based in Asia since 2007. Prior to joining HOPU in 2017, Mr. Hamm worked at Hillhouse Capital, CDH Investments and J.P.Morgan, all with a focus on the Technology and Consumer sectors. Mr. Hamm's investments have twice won AVCJ ‘Deal of the Year’ awards.
Mr. Hamm is currently on the Board of Trustees at Choate Rosemary Hall, where he leads the Audit Committee and helps oversee the management of its endowment.
Mr. Hamm holds a Bachelor’s degree from Dartmouth College and studied at Tsinghua University
Chen (Jason) Wang joined KKR in 2012 and is a member of the Greater China Private Equity team, where he leads the firm's efforts in broad Consumer & Retail and selected Tech / New Energy sectors. Mr. Wang has played a significant role in KKR’s investments in Bytedance, Gambol Pet Group, Dayao Beverage, ZJLD Group, Sunner Development, VATS Liquor Chain, Ruichen Pet Vet Chain, Natural Pet Food Group, Xingsheng, Hangzhou Adopt A Cow, United Envirotech (now known as CITIC Envirotech), Jiangsu Yuguan Modern Agriculture, and Sylvan Biotech. He was also actively involved in United Envirotech’s acquisition of Memstar. Mr. Wang is a current board member of Gambol, Dayao, Natural Pet Food Group, and Ruichen. Mr. Wang holds a B.S. in Economics from Tsinghua University, and used to serve as the president of the 14th Finance Association of Tsinghua.
Tian is a Managing Director at L Catterton who is based in China.
Before joining L Catterton, Tian spent over a decade at Carlyle, where he focused on growth equity and leveraged buyout deals in Asia's consumer market, as well as co-investments with the firm's American and European sister funds. Prior to that, he was with TPG’s buyout team in Asia. He was previously also with Goldman Sach's investment banking division.
Tian received a bachelor’s degree in Mathematics-Economics from Wesleyan University, where he was a Freeman Asian Scholar. He currently serves on Wesleyan’s President’s Council and was previously also on its Alumni Association Executive Committee.
Mr. Bao is a Director in the Private Equity China team, based in Beijing. He joined Mubadala Investment Company in 2017. As a founding member of the Private Equity consumer team, he has been integral to efforts to expand and strengthen the practice, including within China. Since the establishment of the consumer team, in 2019, Mr. Bao has successfully led more than 10 transactions, totaling ~$3.5bn of investments.
Prior to joining Mubadala, Mr. Bao spent two years at Warburg Pincus from 2015 to 2017 focused on investments within the metals and mining sector. Mr. Bao started his career in investment banking, working for the Royal Bank of Canada in London from 2011 to 2015.
Mr. Bao received a Bachelor’s and Master’s degree in Electrical and Electronic Engineering from the University of Cambridge in 2011.