Training: Implications of Regulatory Requirements on Valuations to Directors

課程培訓題目：最新公司估值的監管要求對董事的影響

Course outlines 課程大綱:

• Responsibilities of directors relating to valuations
• Basic valuation concepts and approaches
• Challenges in performing valuations in today’s environment
• Common pitfalls in performing and understanding valuation
• 董事與估值相關的責任
• 基本估值概念和方法
• 在當今環境下進行估值的挑戰
• 執行和理解估值時的常見陷阱

Language: Cantonese
CPD Hours: 1

Facilitator: Mr Jonathan Chan Partner in Deals Valuation Advisory PwC

Jonathan Chan is a partner in the Deals Valuation Advisory team of PwC based in Hong Kong. He specializes in advising clients on valuations of businesses, assets and financial instruments. He also assists clients in building and reviewing complex financial models. Jonathan has over 20 years of professional experience in valuations and has extensive experience in performing valuation analyses, valuation reviews and modelling of companies in various industries including TMT, financial services, health care, logistics, real estate, infrastructure, manufacturing, education, etc. in Hong Kong and China as well as other overseas countries.

Jonathan is a Chartered Financial Analyst (CFA) and a member of the Hong Kong Society of Financial Analysts.

On-line Registration

Training: Connected Transactions and Related Listing Rules Compliance Consideration

課程培訓題目: 關連交易及相關上市規則合規的考慮

Course Outlines 課程大綱:
The purpose of this course is to give attendees a better understanding of the requirements under Chapter 14A of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited by way of examples and discussions on practical considerations for monitoring compliance with the connected transaction rules in the context of corporate governance.

1. Introduction of basics – what are connected transactions and exemptions
2. Who are connected persons and common pitfalls in practice
3. Review of recent disciplinary actions relating to Chapter 14A non-compliance
4. Discussions on corporate governance practices to monitor connected transactions
5. Q&A

Language: English

CPD Hours: 1

Facilitators:

Ms Vivian Ji, Partner, ReedSmith Richards Butler LLP

 Vivian has been active as a Hong Kong qualified lawyer for more than 13 years. Her practice focuses on capital markets related matters, including initial public offerings and bond issuance transactions, mergers and acquisitions, and compliance work for Hong Kong listed companies. She has represented more than 40 PRC local government financial vehicles in completing their offshore U.S. dollar denominated bond issuance transactions. In addition, she has acted as Hong Kong legal adviser to both issuers and sponsors in many large initial public offerings.

Vivian is a senior lecturer at the Hong Kong Institute of Directors, a member of the Shanghai Youth Federation, a member of Chinese People’s Political Consultative Conference of the Shanghai Municipal Government – Song Jiang District, and the chair of the Greater Bay Area Young Talents Association. She has published more than 40 legal articles in Hong Kong Lawyers, Shanghai Lawyers and Hong Kong local newspapers.

Vivian has a strong reputation in the Hong Kong legal market. In 2021, she received the New World Outstanding Chinese Award and Associate Fellowship from Hong Kong’s Social Enterprise Research Academy. In 2022, she received Outstanding Businesswomen Award from Hong Kong Commercial Daily. She has significant experience in capital markets transactions and general corporate work.

Vivian is also admitted to practise in the PRC and is a Civil Celebrant of Marriages and a China-Appointed Attesting Officer in Hong Kong.

Mr Oscar Wong Counsel ReedSmith Richards Butler LLP Oscar joined the firm in 2009 and has extensive experience in a wide spectrum of corporate practice. He has advised clients from different jurisdictions on both equity and debt capital market fundraising exercises, as well as M&A transactions and pre-IPO investments in property, financial markets, F&B and other sectors. He also regularly advises listed clients (including renowned conglomerates and state-owned enterprises in the property, pharmaceutical, consumer electronics and logistics sectors) on transactions and regulatory compliance with the Listing Rules and the Takeovers Code. Oscar is fluent in English, Mandarin and Cantonese.

Online Registration

Training: “Review of Global and China M&A Industry Trends in 2022 and Outlook for 2023” and Sharing of Valuations in M&A Transactions

課程培訓題目：“2022年全球及中國並購行業趨勢回顧及2023年展望”及最新交易並購估值分享

Course outlines 課程大綱:

• Consumer markets;
• Financial Services;
• Medical; and/or
• Technology, Media and Telecommunications (TMT)

Language: English
CPD Hours: 1.5

Facilitator: Mr Robin Xu 

Robin is a Partner in the Transaction Services Group with over 12 years of professional experience in PwC. He has extensive experience in advising financial and strategic buyers and sellers in M&A transactions .He mainly provides due diligence, deal structuring support and SPA advisory services to clients. Robin’s client portfolio includes top tier private equities as well as multi-national groups. Robin covers a wide range of industries including retail & consumer, logistics, TMT, education, agriculture, education, food and beverages, etc. Robin started his career in PwC Hong Kong and spent 2 years in PwC Australia during 2017-2019.

Facilitator: Mr Michael SC Ma

Michael is an Associate Director at the Valuation & Advisory Services Team of PwC Hong Kong. He has over 12 years of experience working on various valuation assignments including valuation advisory services, valuation for financial reporting and tax planning purposes as well as financial modelling and modelling review. He has served many listed and private companies in various industries including, but not limited to, medical and healthcare, auto, energy and mining,  transportation, logistics, banking, Internet, e-commence and telecommunications.

On-line Registration