For more information contact: emailus@marcusevans.com An interview with: Ming Lee, Chief Executive Officer & Chief Investment Officer, Caidao Capital, a Chinese private equity investment firm at the upcoming marcus evans Elite Summit 2012, Private Wealth Management Summit Spring 2012 and Foundations & Endowments Investment Summit Spring 2012, on her experience investing in Chinese private equity. Join the November 2014 Summit along with leading European family offices and global asset managers in an intimate environment for a focused discussion of key new drivers shaping wealth management strategies today. For more information contact: emailus@marcusevans.com

1. Capitalising
on
Chinese Private Equity
economic powerhouse. China is the plays such an important role in the
second largest country in terms of GDP economy. The 10 million private
and there are a tremendous amount of companies in China are the real driving
opportunities across a number of force of growth and they rely on their
sectors. entrepreneurial activities and not on
government subsidies.
Which sectors and industries would
you highlight? Nevertheless, we monitor government
policies because they very much
We focus on four broad sectors: determine which business activities will
consumer, technology, clean tech as be supported. It is still a managed
well as healthcare. economy, so investors cannot ignore the
government’s role or priorities.
Interview with: Ming Lee, Chief Consumer spending in China is around
Executive Officer & Chief 30 to 35 per cent, while in most How can investors mitigate the
Investment Officer, Caidao Capital developed countries that is above 50 risks associated with Chinese
per cent. Clean technology investments, private equity?
like water and alternative power grid
“China is a huge engine of global sources, represent interesting I have yet to see a China fund that ticks
economic growth, so I believe that opportunities at the moment. In all the right boxes. You can judge the
Chief Investment Officers (CIOs) in healthcare, the average per capital experience and track record of most
North America and Europe must penetration was about 5.3 per cent of European and US funds and fund
participate in the investment China’s GDP in 2010, compared with managers, but the investment climate in
opportunity,” says Ming Lee, Chief 17.9 per cent in the US, so there is China changed so drastically in the past
Executive Officer & Chief Investment plenty of room for additional penetration decade that the traditional quantitative
Officer, Caidao Capital. However, they in this sector. figures cannot be applied in the China
must do their homework beforehand, as context. There is much more qualitative
many funds will not meet the usual These four sectors have long-term, risk mitigation, which has to be done
Western style investment criteria, Lee systematic opportunities in China over independently. Investors must do their
adds. the next 20 to 30 years, but investors homework before making any
still need to keep a close eye on their investments.
From a Chinese private equity subsectors to determine what will
investment firm at the marcus evans perform well in a given year, depending
Elite Summit 2012 in Switzerland, the on the macroeconomic environment and
Private Wealth Management other features, including political ones.
Summit Spring 2012 in Florida and
the Foundations & Endowments
Investment Summit Spring 2012 in
The Chinese economy has
experienced a slowdown recently,
The 10 million
Illinois, Lee highlights the benefits of
gaining exposure to Chinese private
and many consider its growth rate
unsustainable because it is
private
equity and which sectors to focus on. subsidized by the government.
What would you say to that? companies
Why do US and European investors
need exposure to Chinese private If you look at China’s size and in China
equity? Is it just about demographics, the country still has a
diversification? long way to go. Although the
government subsidises a number of
are the real
If they do not have some exposure to
China, that means they are missing out
activities, most small and medium sized
enterprises do not have access to bank
driving force
on exposure to a significant global financing. That is why private equity

2. For more information please send an email to info@marcusevanscy.com or visit
The Investment Network – the event websites below:
marcus evans Summits group
delivers peer-to-peer information Elite Summit 2012:
on strategic matters, professional www.elitesummit.com
trends and breakthrough
Private Wealth Management Summit Spring 2012:
innovations. www.privatewealthsummit.com
Foundations & Endowments Investment Summit Spring 2012:
www.foundations-endowmentssummit.com
Please note that the Summit is a
closed business event and the
Contact
number of participants strictly Sarin Kouyoumdjian-Gurunlian, Press Manager, marcus evans, Summits
limited. Division
Tel: + 357 22 849 313
Email: press@marcusevanscy.com
For more information please send an email to info@marcusevanscy.com
All rights reserved. The above content may be republished or reproduced. Kindly
inform us by sending an email to press@marcusevanscy.com
About Caidao Capital
CAIDAO CAPITAL is a Hong Kong based China Private Equity platform focusing on China and other developing economies in Asia.
We invest in small and medium private equity fund structures alongside direct investment opportunities with the intention to create
a highly diversified portfolio for our clients.
www.caidaocapital.com
About marcus evans Summits
marcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss
strategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to
individually tailor their schedules of keynote presentations, think tanks, seminars and one-to-one business meetings.
For more information, please visit: www.marcusevans.com
Upcoming Events
APAC Investments Summit - www.apacinvestmentssummit.com
European Pensions & Investments Summit - www.epi-summit.com
Middle East Investments Summit - www.mei-summit.com
UK Pensions & Investments Summit - www.ukpensions-summit.com
US Pensions Summit - www.uspensions-summit.com
To view the web version of this interview, please click here: www.investmentseries.com/MingLee