投貸聯動業務的風險管理與防範、案例分析

投貸聯動業務的風險管理與防範、案例分析

Overview

2016年4月20日,銀監會、科技部、人民銀行聯合印發了《關于支持銀行業金融機構加大創新力度開展科創企業投貸聯動試點的指導意見》,公布了首批投貸聯動試點。投貸聯動主要是指商業銀行和PE等投資機構達成戰略合作,在投資機構對企業已進行評估和投資的基礎上,商業銀行以“股權+債權”的模式對企業進行投資,形成股權投資和銀行信貸之間的聯動融資模式。投貸聯動業務跨越了商業銀行與科技型中小企業的鴻溝,將債務融資與股權投資相結合,既有效地增加金融供給總量,優化金融供給結構,又能解?初創型科技企業融資需求與商業銀行信貸業務的不相容這一難題,因此成為政府推動創新驅動戰略實施的重要選擇。

Content

1. 背景,條件和組織框架
2. 國內模式分析
3. 國外模式啟示
4. 投貸聯動基金管理
5. 風險防範
6. 發展和路向

Speaker/Course Instructor

WU Sze Yin Dominic
Mr Wu possesses over 20 years of experience in banking, securities, assets management and consultancy. He is a qualified accountant, fraud examiner and professional risk manager. He obtained his MBA from the University of Hull, UK.

Mr Wu is currently the Chairman of Asia Financial Risk Think Tank and Hong Kong Chapter of the Institute of Operational Risk (IOR). He is advisor of various financial institutions, associations and universities in HK, China and Singapore on investment and risk related matters. He has published articles and whitepapers on current financial and risk management topics in Chinese and Western public and government media.

Details

Code
TPRFR18009601
Date & Time
Monday, 22 Oct 2018 (6:30PM - 9:30PM)
Venue
HKSI Institute Training Centre
Language
Cantonese
Level
Advanced
Hours
SFC:3.0, PWMA:3.0
Fees
All Member: HK$750
Staff of Corporate Member: HK$750
Non-Member: HK$1500