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KPMG is a global network of professional services firms providing Audit, Tax and Advisory services. We operate in 147 countries and territories and have more than 219,000 people working in member firms around the world. KPMG’s Private Equity group in China provides end to end advisory and assurance services to private equity funds, venture capital funds, private credit funds, sovereign wealth and other direct investment managers. Moreover, to augment this, KPMG China and its member firms have established focused industry groups covering areas in which we have particular knowledge. Not exhaustive, but we have sector capabilities focused on Consumer Markets, Financial Services, Government, Healthcare, Industrials, Infrastructure, Logistics, Pharmaceuticals and TMT.
Learn more at: https://home.kpmg/cn/en/home/industries/private-equity.html
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Weibo: https://weibo.com/kpmgchina
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A&O Shearman is an international firm built to achieve unparalleled outcomes for its clients on their most complex, multijurisdictional matters — everywhere in the world. With nearly 4,000 lawyers located in an extensive network of 29 countries and 48 offices, the firm is equally fluent in English law, U.S. law, and the laws of the world's most dynamic markets.
Our global private capital team advises fund managers, fund investors, portfolio companies and management teams across the full investment lifecycle. We provide unparalleled expertise in the design and execution of complex and innovative cross-border structures and transactions, supporting private capital clients at the most senior level.
We act on everything from fund formation to financing and capital markets deals, M&A, regulatory issues, tax matters, disputes, financial restructurings and insolvencies, leveraging our unrivalled expertise, creativity, and industry knowledge, to deliver outstanding results for our clients.
We provide strategic counsel to funds pursuing a range of strategies, including private equity, private credit, infrastructure, real estate, and special situations. We also act for the world’s leading sovereign wealth funds, pension funds, family offices and insurance companies.
With an extensive network of 13 offices across Asia Pacific, our lawyers have a deep understanding of the challenges and opportunities facing the private capital industry in this complex and evolving region, offering expert advice where clients need it.
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Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 80 offices worldwide and 11,000 employees in 38 countries, Apex Group delivers an expansive range of services to asset managers, financial institutions, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo services, corporate services including HR and Payroll and a pioneering ESG Ratings and Advisory solution. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas; the Environment and Climate Change, Women’s Empowerment and Economic Independence, Education and Social Mobility.
Carta is the leading provider of world-class software purpose-built for everyone in private capital.
We connect founders, investors, and limited partners through software purpose-built for private capital. Trusted by 50,000+ companies in 160 countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.
Carta’s Fund Administration platform supports 8,500+ funds and SPVs, representing nearly $182B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. JPMorgan Chase had US$4.2 trillion in assets and US$346 billion in stockholders’ equity as of September 30, 2024. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S., and many of the world’s most prominent corporate, institutional and government clients globally.
J.P. Morgan Asset Management, with assets under management of USD 3.5 trillion (as of September 30, 2024), is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.
With more than 60 years as an alternatives investment manager, US$240 billion in assets under management and more than 800 professionals (as of March 31, 2024), J.P. Morgan offers strategies across the alternative investment spectrum including real estate, private equity, private credit, hedge funds, infrastructure, transportation, timber and liquid alternatives. Operating from offices throughout the Americas, Europe and Asia Pacific, our independent alternative investment engines combine specialist knowledge and singular focus with the global reach, vast resources and powerful infrastructure of J.P. Morgan to help meet each client's specific objectives.
Linnovate Partners is a leading asset services provider focused on driving innovation in the alternative investments industry. With expertise across the entire fund lifecycle, Linnovate Partners goes beyond traditional fund administration to provide value-added services and technologies that empower asset and fund managers to excel in their operations. Its six core service areas include:
Powering these services is a proprietary, cloud-based platform, RAISE, that provides all the functions of alternative investing in a single ecosystem and enables seamless integration and accessibility. With offices globally, Linnovate Partners currently administers over $120 billion in assets across more than 600 private equity and venture capital funds. As an innovation-focused disruptor, Linnovate Partners combines deep industry expertise and the latest technologies to drive better outcomes for alternative investment managers and investors worldwide.
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CloseMr. Samson Wong is responsible for managing all private markets investments at the Exchange Fund Investment Office of the HKMA. Mr. Wong currently leads a team of more than 40 professionals covering investments across private equity and real estate.
Mr. Wong has more than 20 years’ experience in the financial and investment industry. Prior to the HKMA, Mr. Wong held various positions at major investment banks, including RBS, UBS and JPMorgan.
Mr. Wong is a graduate from the Kellogg-HKUST Executive MBA program and received his B.S. in Finance and Information System from Boston College.
Harvey M. Schwartz is the Chief Executive Officer of Carlyle and member of the Board of Directors. He has served in such capacity since February 15, 2023, and is based in New York.
Mr. Schwartz formerly worked at Goldman Sachs from 1997 to 2018, with his last position being President and Co-Chief Operating Officer. He also held numerous senior leadership positions including Chief Financial Officer and Global Co-Head of the Securities Division. Mr. Schwartz started his career at J. B. Hanauer & Co., and then moved to First Interregional Equity Corporation. In 1989, he joined Citigroup, where he worked in the firm's credit training program and developed a specialty in structuring commodity derivatives.
He serves as the Group Chairperson and Non-Executive Director of The Bank of London, a clearing and payments bank with operations in London and New York City. Mr. Schwartz also serves on the board of SoFi Technologies, Inc., a San Francisco-based fintech company, and One Mind, a nonprofit that accelerates collaborative research and advocacy to enable all individuals facing brain health challenges to build healthy, productive lives. He is involved in a range of investment and philanthropic endeavors that include a focus on mental health and developing future business leaders, including women and young people seeking a career in finance.
Mr. Schwartz earned his BA from Rutgers University, where he is a member of the university’s Board of Governors and its Hall of Distinguished Alumni. He received his MBA from Columbia University.