Promoting Economic Development in the Asian-American Community
Financing Opportunities and Challenges of CHINA - U.S. Cross Border Transactions
BREAKFAST SEMINAR - Tuesday, November 18, 2014
The Junior League of Houston - 1811 Briar Oaks Lane, Houston 77027
EVP, Head of Eastern & Texas Regions, East West Bank
Clarence T. Kwan
Overseas Investment Partners
Ambassador Li Qiangmin
People’s Republic of China in Houston
Reporter, Houston Business Journal
Moderator for Panel Discussion
Registration - 7:15 am EVENT SPONSORED BY:
Breakfast & Program - 7:55 am - 9:30 am
Register at: www.asianchamber-hou.org
EVENT SPONSORED BY: EAST WEST BANK
CHASE / EAST WEST BANK / HCC / HEB / HoustonFirst / UHD / SHELL / WELLS FARGO / MAYOR.BROWN
Asian Chamber of Commerce 6833 W. Sam Houston Pkwy. S., Ste. 207. Houston 77072 Tel: 713-782-7222 * Fax: 281-823-7712
Wendy Cai-Lee | 蔡瀚文
Executive Vice President
Head of U.S. Eastern & Texas Regions
East West Bank
Wendy is Executive Vice President, Head of U.S. Eastern and Texas Regions with East West Bank, overseeing all businesses for the bank’s strategic markets including Greater New York, New England, Southeast and Texas. With $27.0 billion in assets and a market capitalization of $5.2 billion, East West Bank is one of the 30 largest public banks in the U.S. Wendy was formerly a Managing Partner with OliveTree Partners, a merchant banking firm focus on providing strategic financial advice to fast growing, privately-held Chinese companies, especially with regard to their outbound investment activities. Wendy also served as senior investment advisor to several international luxury brands. Prior to that, Wendy was a Managing Director with Deloitte Chinese Service Group, working with U.S. companies investing in China and Chinese companies accessing the US markets. She has a successful 18-year track record in managing & growing business units in Fortune 500 companies as well as start-ups. Based in New York but travels extensively in China and the US, she worked with many Fortune 1000 US companies as well as large Chinese companies on various issues relating to investing and operating in a new market, including market-entry strategies, cross-border M&A, corporate strategy development, and deal negotiation. She successfully completed numerous complex acquisitions for Chinese companies in the US. Prior to joining Deloitte, she co-founded a POS software company and was the driving force behind raising multi-million dollar venture investments & building strategic alliances in the US and Greater China. Her other previous experiences include investment banking, product & marketing management roles at JP Morgan Chase and Citi.
Wendy serves as the Chair of the Board of Friends of UNFPA (United Nation’s Population Fund). She is a member of the Board of Trustees at Rutgers University, and a member of the Board of Trustees at the Queens Museum of Arts. She is also a member of numerous China-related trade organizations, including the US Council on International Business and China Investment Group.
Wendy was selected for multiple “40 Under 40” awards including NJBIZ (2013), M&A Advisors (2013) and Crain’s New York (2007). In 2000, Wendy was honored as the youngest recipient of "Entrepreneur of the Year" award by AWIB and was selected by Working Women magazine as one of the "20 under 30" women business owners. She is also the youngest recipient of Award for the Health and Dignity of Women by United Nation’s Population Fund. She fund-raised for charitable organizations, disaster relief efforts and micro-financing projects in Asia. She is a frequent speaker at industry forums, universities and media programs including CNBC. Wendy speaks multiple Chinese dialects.
Clarence Kwan is a Senior Partner at Sino-Century China PE Partners ("Sino-Century"), one of the earliest domestic China private equity fund managers in China with AUM of US$500 million. He is also a member of the Board of Directors of East West Bancorp (“EWBC”), which is one of the 30 largest public banks in the U.S. and is ranked among the top 10 Best Banks in America by Forbes.com. Under his leadership, Sino-Century is collaborating with East West Bank on a joint program to provide up to $500 million in senior debt and $500 million in private equity financing, in aggregate, between 15 to 25 qualified Chinese strategic investors for effecting mid-market acquisitions in the U.S. Clarence has 35 years of financial advisory and management experience in the U.S., China and Eastern Europe. Since the mid-1980’s, he has been advising U.S., Chinese, and other global companies on cross border investment, including mergers & acquisitions, joint ventures, and greenfield projects. As a recognized expert on U.S.-China cross-border investment, he is frequently invited to speak at seminars, webcasts and conferences, and has been quoted in the Business Week, Financial Times, Fortune, New York Times, Wall Street Journal, Washington Post and other publications. Prior to Sino-Century, Clarence held a number of national and international leadership roles in Deloitte from 1978 to 2012, including most recently as the National Managing Partner of the U.S. Chinese Services Group, Deputy CEO of Deloitte China, and a founding partner of Deloitte Czech Republic. In addition to being a trusted advisor to clients, Clarence is well recognized for his leadership in building two of Deloitte’s most important emerging market practices, Eastern Europe and China. In Prague during the early 90’s, he was instrumental in developing the financial advisory, audit, and consulting capabilities of the Czech practice and helped expand its headcount from about 30 people to 250 people in three years. Based in Beijing from 1995 to 2002, he grew Deloitte’s China operations from about 100 people to over 1,000, and expanded service capabilities to include management consulting and financial advisory services. Clarence is actively involved in community and professional organizations, serving currently as the chair elect of the Committee of 100 and treasurer of the Museum of Chinese in America. He was the founding chair of the China Committee, U.S. Council for International Business, and the China Task Force, Business & Industry Advisory Committee to the OECD. From 2004 to 2006, he was a senior advisor to the China Association of Chief Financial Officers. Clarence was born and raised in Hong Kong and came to the U.S. for college in 1972. He graduated from the University of Texas at Austin with a B.A. degree in psychology and a master’s degree in professional accounting. He is fluent in Mandarin, Cantonese and English.
John H. Nghiem – Founder & Managing Director – Mr. Nghiem has over 15 years of investment banking and private equity experience. Mr. Nghiem completed a variety of domestic and international corporate financings, mergers and acquisitions, and financial advisory transactions and has worked with various public and private corporations and financial institutions investing or operating in such industries as energy, technology, and infrastructure. Prior to founding MCA, Mr. Nghiem served as a senior investment banking professional at WestLB AG in the firm’s Global Energy Group focused on global project financings. Prior joining to WestLB, Mr. Nghiem was a principal of Miletus Ventures, a technology venture capital firm. Previously, Mr. Nghiem worked at SMH Group and Credit Suisse. Mr. Nghiem currently serves on the Mayor’s Council on International Trade and Development for the City of Houston and is the Council Secretary for the Asia & Australia Group. Mr. Nghiem graduated from the University of Chicago, where he received a B.A. degree in political science.