Passion is higher than 27℃! Hangzhou station of private equity operation circle ended successfully ~
Spring and March, start a new chapter. On March 9th, Hangzhou Station of Private Equity Operation Circle jointly organized by Hang Seng I Private Equity and Zheshang Securities came to a successful conclusion. In the form of an offline salon, dozens of private equity fund managers gathered in Hangzhou for face-to-face communication. Specially invited Mr. Fang Jian, product director, Mr. Liu Yunlu, an expert on private equity solutions of Hang Seng I, and two lecturers from Zheshang Securities to attend the event. After the implementation of the new version of the Measures for the Registration and Filing of Private Equity Funds, it was shared and answered from compliance requirements, operational norms and brokerage custody dimensions. At the same time, they shared all kinds of problems faced by managers face to face and answered them directly on the spot. The atmosphere at the scene was very warm, and the participating managers expressed their dissatisfaction. On that day, the temperature in Hangzhou reached 27℃, but it was still not as warm as the scene. Today, let's review the wonderful moments of this event with Xiao. First, the lecturer's style and dry goods sharing 2023 simuisimupart- 1/ The fundraising partner/product director of Fangjian is now the fundraising partner/product director. He has worked in well-known domestic financial institutions and has rich private equity business experience and consulting cases. He is good at private placement manager structure, fund product design and distribution, private placement operation compliance and other solutions, and is familiar with various private placement fund business scenarios and needs such as securities, equity and creditor's rights. At the meeting on the compliance requirements and countermeasures of the latest private equity fund registration and filing methods for stock managers, Mr. Fang Jian explained in detail a number of provisions involved in the official draft of the private equity fund registration and filing methods, their impact on managers and matters needing attention. It's full of dry goods. 1. Compliance requirements for the change and survival of major events of the manager 2. Requirements for filing and information submission of fund products. At the same time, Mr. Fang Jian also pointed out that managers should take timely measures according to their actual situation. The official draft of the Measures for the Registration and Filing of Private Investment Funds is a "threshold" to guide and standardize the healthy and steady development of the private equity industry, aiming at building a fair and benign private equity ecosystem for managers who have successfully entered the circle. PART-2 Liu Yunlu/Liu Yunlu Hang Seng I Private Equity Solution Expert has been deeply involved in the financial industry for 8 years and has rich experience in private equity manager services. He is good at in-depth analysis of managers' in-depth needs, accurately refining key points, comprehensively covering managers' core business scenarios such as fundraising, investment, risk control and operation, and providing integrated solution consulting services for private equity fund managers. Sharing the latest practice of private equity compliance operation In this activity, Mr. Liu Yunlu listed and analyzed the compliance requirements of private equity industry in recent years. With the expansion of the scale of private equity funds, the dimension, depth and complexity of risk control of private equity fund managers are increasing, and it is urgent to build a comprehensive and systematic compliance operation system. Teacher Liu also shared many mature operating models that head private equity institutions can learn from. I Private placement has entered its eighth year and has been committed to providing life-cycle services for managers. Always keep up with the requirements of regulatory trends, provide the best service at the first time, strive to be as comprehensive, accurate and convenient as possible from the technical and system perspectives, and deeply understand the needs and problems of managers. Qi Xin made concerted efforts to break through one by one, providing electronic services for managers, connecting key business links, forming a business closed loop and improving the efficiency of data flow. PART-3 Zheshang Securities/Zheshan Zheshang Securities is a comprehensive securities company approved by China Securities Regulatory Commission. It was originally named Jin Xin Securities. Founded on May 9, 2002, it is headquartered in Hangzhou, Zhejiang Province. It has 130 branches in 22 provinces, municipalities and autonomous regions across the country, with more than 3,600 employees and a custody market value of 467.5 billion yuan. Mr Ruan from the Finance Department of Zheshang Securities and Mr Zhao Wei from the Custody Department attended the meeting. After the official draft of the Measures for the Registration and Filing of Private Investment Funds went online, the custodian's current requirements for the registration and filing of managers during the transition period before 1 and after 1. Q&A Private Equity Face-to-Face 2023isimuisimu is followed by on-site communication and Q&A session. Everyone's enthusiasm was officially released, and various problems encountered in the registration operation were raised one after another. Can the filing application of 2 million yuan before the transition period be passed? Can you change the scale in a short time after raising funds? What's the impact of the change of equity executives ..... Everyone has done enough "homework" for this activity, and the on-site lecturer poured out his heart, gave detailed answers to various questions raised by the on-site managers, and provided reference suggestions and schemes, which were well received by the managers. This private equity operation circle activity ended perfectly after visiting Hang Seng LIGHTPARK. "there is no small matter in operation, and everyone assists together." Private equity operation circle really focuses on the practical problems of private equity fund managers' compliance operation, aiming to help managers solve operational problems and build a compliance system. At the same time, it also provides a platform for managers to exchange and share, forming a multi-win carrier of information collection, viewpoint collision and business cooperation, helping the private equity industry to develop efficiently and in compliance. Next, we will continue to focus on a number of compliance topics and hold private equity operation circle activities in cities such as Beijing, Shenzhen, Guangzhou and Shanghai. Please keep your attention.