PWC-大資管時代背景下的產(chǎn)融結(jié)合戰(zhàn)略-20160803

AStrategyfor

Broad-conceptAssetManagement(BAM)Funds

大資管產(chǎn)業(yè)基金戰(zhàn)略

August2016[updatedforfurtherdiscussion]BAMIndustryinChina–AFinancialServiceonlyPerspective2WesucceededwiththetraditionalAMandPEVCTremendousuntappedotherFIsAMWeseektheincrementalopportunitiesandrevenuesX-LoSREVmAUMbATipofIceBurger

3September2015AnOverviewofBAMindustryinChina

BSCOMC(5.7b)CICPPP母基金JilinFOF吉林省母基金中關(guān)村創(chuàng)業(yè)大街母基金ShangdongBlueZoneIndustryfundLegendGroup(100b)BaiduAlibabaTencentFusunWanda中民投BAICCapital(20+b)ChinaMobileChinaUnicomCNPCSINOPECChinaResources...CDBCapitalandFunds(85b)MutualFundsPE/VCFundsInsuranceAMBankAMSecuritiesAMTrustAMFIsSOEsPOEsGovern-ment4Case

I-CDBCapitalandFunds5RenewedRelationshipAUM:85bInvestmentType:3FoFs、15+BilateralInvestment(BI)Funds、4NewTownFundsOpportunities:ContinuouslyexpendthefundauditinFY17LeverageexpendedrelationshiptoportfoliocompaniesX-LoSREVmCDBFundsandSubsidiariesCaseII–LegendGroup6ContinuedRelationshipAUM:100bInvestmentType:PEFund:HonyCapitalVCFund:LegendCapitalOpportunities:MaintaintheadvantageinfundsauditanddealsExpendtherelationshiptotheportfoliocompaniesPizzaExpressYangsiHospitalQuanjinchengChainRestaurantLinglongTireHonyCapitalandLegendCapitalX-LoSREVmCaseIII–BAICCapital7NewPlayerintheBAMindustryAUM:20+bInvestmentType:AutomobileindustryequityinvestmentsFIequityinvestments(Bank、FundManager、ExchangeCenter、P2P)Opportunities:Expendingourserviceswiththeexpendedinvestmentsscope；20+b0.5b2.0m1.9mBAICCapitalCaseIV–BSCOMC8GovernmentPlayerinBAMIndustryAUM:5.7bInvestmentType:FoFQFLPOpportunities:Expendrelationshiptotheportfoliocompaniesandfunds;LeveragetherelationshipofBSCOMCtotheBeijingSOEs(ChinaSecurities,potentialinsuranceandmedicalcompanies)BSCOMCxLoSSolutionsforIndustryEquityInvestmentFundsSet-upFundStructuringTaxPlanningFundlevelStrategy/HRConsultationFund/MgtStructureandOrganizationalOAS/ConsultationFullScopePolicyandRegulationsOASFundRaisingLPAConsultationLPDDFinancialForecastingPerformanceEvaluationTaxConsultationFundlevelLP/GPDDFundRaisingPrivatePlacementMemorandum(PPM)ReportDraftingCFservicesInvestmentPortfolioCompanyDDPortfolioCompanyICPortfolioCompanyValuationFundlevelDDLite;FAservicesPortfoliolevelPostM&AIndustryIntegrationPortfolioManagementPortfolioCompanyAudit、BusinessImprovement、ICConsultation、StrategicConsolation、TaxPlanning;FundlevelFund&LPAccounting&Taxretainer&OAS;FoFvaluationreviewFoFinvesteefundrelatedvaluation&consultationPortfoliolevelStrategy/Financial&OperationalconsultingAuditExitIPOPlanningCorporationGovernanceComplianceConsolationIPOAccountingOASTaxBenefitsApplicationSupportingFundlevelFAservicesPortfoliolevelFullScopeCapitalMarketService:IPOandM&ATraditionalIncremental9PotentialTargetsofActionPlaninBAMLPDDFundAuditFund/MgtStructureandOrganizationConsultationTaxPlanningAccounting/ReportingOASStrategic&StructuralConsultation中國政企合作投資基金1800億規(guī)模國家級PPP基金10軍民融合基金300億規(guī)?；鹩芍袊教旒瘓F(tuán)主導(dǎo)長江經(jīng)濟(jì)帶開發(fā)基金1000億規(guī)模區(qū)域型母基金中金啟元國家新興產(chǎn)業(yè)創(chuàng)業(yè)投資引導(dǎo)基金400億規(guī)模國家級創(chuàng)業(yè)引導(dǎo)基金國新公司人民幣母基金100億規(guī)模基金由國新國際主導(dǎo)誠通集團(tuán)投資運營平臺國家級國企改制平臺中國兵器集團(tuán)投資管理公司300億投融資平臺ProposedNorthPoliteTeamSteeringCommitteePartnersThomasWLeung

JimChen

StephenWongRichardZhuWorkingGroupPartnersAD/SMFSQingNiAllenWeiIG[JosieZhao][GengXin]EG[StevenZhao][DerekZhang]TaxOliverKangPendyPengRA[VictorGao][ShiShuai]AdvisoryTigerShan/HongbinJiang-11WorkingGroupFY17ActionPlans12ObjectivesandChallengesoftheActionPlans13ExpandourservicecoveragetocoveralltheIndustryEquityInvestmentFunds(SOE/POE/Government)Exploreandenhancefirm’snewopportunitiesinIndustryEquityInvestmentFunds(SOE/POE/Government)Objectives:Howtoconnectandintegratefirm’sknowledgeineachBUandLineofServiceHowtoconnectandcoordinatebetweenBUsandLineofServiceswiththerighttalentsidentifiedHowtomakecoordinatedinvestmentintobuildingnewrelationshiponaxLoSbasisChallenges:OverallActionsMobilizepartnersandteamsMobilizepilot-runpartnersineachBU,&identifyAD/SMjointheworkinggroupEstablishtheworkinggroup,holdthefirstworkinggroupmeetingEstablishapartnerSWATteamtoapproachingtargetclientsUnderstandclientsneedsandourservicecapabilitiesUnderstandwhattheSOE/POEclientsareconsideringandplanningtodoUnderstandwhatwecouldoffertotheseclients,mappingtheservices/productsofferedateachBUComposeatargetclientlistofpriorityaccounts(includingFS/SOE/POE/Government);PrepareourselveswithweaponsComposeahighlycomprehensiveproposalmaterial;ConnecttotherightM&Cteamtoallowfordirectaccesstothedominantandprofessionalmedia;FirmwidepromotionMakeasuccessfulpilotofxBUcaseonFS/SOE/POE/Governmentclients;

14UnderstandclientsandourselvesMobilizepartnersandteamsPrepareourselveswithweaponsCarryoutpilotrunsFirmwidepromotionStrongSupportfromtheLeadershipWouldGreatlyAcceleratetheGrowthPeopleFinanceEnvironment15September2015InvestinourtalentsandwehaveastrongpipelineinSM/M;BuildastrongteamwithsustainablebaseofSA/Aandkeepaproperbalancebetweenmaleandfemale;EHandxLoSmobilitykeepopenforSA;MoreA2in-takeforFY17,from