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Introduction To Wellesley Partners
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Introduction To Wellesley Partners

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Wellesley Partners is an award-winning Asia Pacific executive search firm with offices in Hong Kong, Mumbai, Singapore, and Sydney. We have been voted Best Executive Search Firm in Asia Ex Japan......

Wellesley Partners is an award-winning Asia Pacific executive search firm with offices in Hong Kong, Mumbai, Singapore, and Sydney. We have been voted Best Executive Search Firm in Asia Ex Japan for 2009, 2010 and
2011. We specialize in Alternative Investments, Asset Management, Corporate CEO, CXO & Board Advisory positions, Equities, Fixed Income, Currency & Commodities, Investment Banking and Private Wealth Management.

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  • 1. Part I: Introduction to Wellesley Partners ‣ Overview of Wellesley Partners ‣ Structure ‣ Proven Approach to PartnershipPart II: Practice Areas ‣ Alternative Investments ‣ Asset & Wealth Management ‣ Equities ‣ Fixed Income, Currency & Commodities ‣ Investment BankingAppendix ‣ Team Biographies 2
  • 2.  Overview of Wellesley Partners Structure Proven Approach to Partnership 3
  • 3.  The award-winning Asia Pacific executive search firm  Voted Best Executive Search Firm in Asia Ex Japan for 2009, 2010 and 2011 Specialist practices covering:  Alternative Investments  Asset Management  Corporate CEO, CXO & Board Advisory  Equities  Fixed Income, Currency & Commodities  Investment Banking  Private Wealth Management 4
  • 4. INTEGRITY INFLUENCE• Trusted advisor to core group of • Credibility clients • Promotion of client’s brand• Balancing aspirations of client & • Access to & impact with best candidate performers• Robust client partnerships • Enduring relationships with placed• High level of completion on searches candidates Competitive Advantage INSIGHT PROACTIVE PARTNERSHIP • Holistic view of client’s businesses • Competitor & market intelligence • Seamless alignment • Buy-side & corporate intelligence • Development of human capital • Compensation data & advisory strategies • Comprehensive due diligence • Finding solutions & creating opportunities 5
  • 5.  Alternative Investments Asset & Wealth Management Equities Fixed Income, Currency & Commodities Investment Banking 6
  • 6.  Introduction Track Record 7
  • 7.  Our clients include hedge funds, private equity firms, sovereign wealth funds, real estate private equity firms and principal investment groups attached to larger financial services firms To complement our investment professional search practice, we also have a CEO, CXO and non-executive director board advisory business catered specifically to our clients portfolio companies Wellesley Partners was voted #1 for the “Buy-Side” category in the 2010 Asiamoney headhunters’ Poll 8
  • 8. Designation CompanyMD and Head of Asia, Special Situations Multi-Billion Multi-Strategy, Hong KongMD and Head of China, Special Situations Multi-Billion Multi-Strategy, Hong KongMD, Asia Merchant Banking US Multi-Billion Multi-Strategy Firm, Hong KongPortfolio Manager BN+ China-Focused Equity Long/Short Fund, HKPortfolio Manager Equity Long/Short US Multi-Billion Multi-Strategy Mega Fund, HKDirector, Portfolio Manager US Multi-Billion Long/Short Fund, SingaporeVice President, Distressed Investment Group Multi-Billion Asian Multi-Strategy, HKInvestment Analyst, Greater China Event- US Multi-Strategy Mega Fund, HKDrivenInvestment Analyst, Greater China Equity US Multi-Billion Multi-Strategy Fund, HKLong/Short 9
  • 9. Designation CompanyPartner China-Focused Growth Equity Fund, HK & ChinaMD And Head Of Principal Investments Global European Bank, HKMD Regional Growth Equity Fund, HKMD Mid-Market Growth Fund, IndiaPartner Billion-Dollar Growth Fund, IndiaPartner SME Fund, IndiaDirector And Co- Head Billion- Dollar PE Mega Fund, IndiaDirector Mid-Market PE Fund, IndiaSenior Principal Regional Infrastructure Fund, IndiaVice President Mid-Market Growth Fund, IndiaAssociate UK Multi-Billion Mega Fund, India 10
  • 10. Designation CompanyCEO And Managing Director For PAC Property Group In US Investment Bank, HKCIO For APAC, Property Investment Group In US Investment Bank, HKCFO Of Real Estate Fund US Investment Bank, HKChairman Of Real Estate For Japan US Investment Bank, TokyoCEO For Real Estate Principal Transaction US Investment Bank, SeoulGroup KoreaManaging Director And Head Of Real Estate US Investment Bank, HKManaging Director And Head Of Special Global Financial Institution, IndiaSituations/Real EstateDirector And Head Of India Global Cross-Asset Financial Institution, IndiaDirector And Head Of Transactions, US PE Fund’s Distressed Real Estate Group, HKSenior Vice President And Head Of Taiwan Asian Real Estate Firm, HKAnd Korea 11
  • 11. DesignationCFO of a Real Estate and Infrastructure Company, IndiaCOO of a Real Estate and Infrastructure Company, IndiaCFO of an Industrial and Engineering Goods Company, IndiaCFO of a Renewable Wind Power Company, IndiaCFO of a Renewable Power Company, IndiaAsset Manager of an Infrastructure PE firm, India 12
  • 12.  Introduction Track Record 13
  • 13.  We specialises in searches within Asset Management (traditional and alternative, property investment and portfolio management) as well as Wealth Management (Private Banks, Family Offices). The team has executed searches on behalf of our clients across all areas of the industry and in various countries in Asia ex-Japan, including: China, Hong Kong, India, Taiwan, Korea, Singapore, Malaysia, Indonesia and Vietnam. Wellesley Partners’ Asset & Wealth Management team was rated #1 in Asia ex-Japan in the 2009, 2010 and 2011 AsiaMoney Headhunter’s Poll. Asset / Wealth Management coverage includes: ◦ C-level management: CEO, CIO, COO ◦ Regional Sales & Business Development: Retail Distribution, Institutional ◦ Investments: Portfolio Managers, Tactical Asset Allocation, Portfolio Strategists, Senior Analysts, Traders ◦ Product: Product Development, Product Specialists ◦ Marketing, Communications, Investor Relations ◦ Relationship Managers, Investment Advisors/Consultants 14
  • 14. Designation CompanyCEO, Asia Global Independent Asset ManagerCIO Asset Manager to European Insurance CompanyHead of Retail Distribution - China Asset Manager to European Investment BankHead of India Distribution Asset Manager to European Investment BankRegional Head of Investment – Fixed Income Global Independent Asset ManagerRegional Head, Marketing & Communications Global Independent Asset ManagerPortfolio Manager – Fixed Income Global Independent Asset ManagerPortfolio Manager – Long/Short Strategy Independent European Asset ManagerTrader – Hedge Fund Asset Manager to European Investment BankDirector, Asset Allocation Portfolio Manager Asset Manager to European Insurance CompanyDirector, Product Specialist Asset Manager to European Investment BankVP, Analyst - Equity Global Independent Asset ManagerVP, Product Specialist Asset Manager to European Insurance Company 15
  • 15.  Introduction Track Record 16
  • 16.  Wellesley’s FICC platform is well regarded as a market leader, and have been recognized as such in the 2009 and 2010 and 2011 Asia money Headhunters’ polls in which Wellesley Partners has been nominated #1 in Fixed Income. FICC coverage includes: • Fixed Income Sales & Research • Structurers • Fixed Income Trading • Debt Capital Markets • Corporate Derivatives • Private Financing / Structured Lending • Securitization • Structured and Project Finance • Acquisition & Event-driven Financing 17
  • 17. Designation CompanyMD, Head of Asia Pac DCM Asian Investment BankMD, Head of Leveraged Finance European Investment BankMD, Head of Corporate Derivatives & Team European BankMD, Country Head of Australia European Investment BankMD, Country Head of Taiwan European Investment BankMD, Country Head of Taiwan European Investment BankHead of Taiwan Sales Australian Investment BankHead of Indonesian DCM European Investment BankED, India Private Financing US Investment BankDirector, Structured Lending & Team European Investment BankDirector, Fixed Income Sales – India European Investment BankDirector, Head of Structured Solutions – India European Investment BankVice President, India Structured Lending European Investment BankAssociate, China DCM European Investment Bank 18
  • 18.  Introduction Track Record 19
  • 19.  Our Equities team has been consistently ranked amongst the top three headhunting firms by Asiamoney for cash equities and equity derivatives, in addition to being ranked Best Headhunting Firm for Prime Broking in Asia in 2009 and 2010. Our Equity and Equity Derivatives business focuses on sourcing senior management and business professionals across key areas of the sell-side industry including: • Regional Heads of Product • Country Heads of Product • Equity Sales and Sales Trading • Equity Derivative Sales and Structuring • Equity Research • Quantitative, Derivative and Strategy Research • Trading, including Program, Flow, Proprietary, Arbitrage, Delta One and Single Stock Exotics • Prime Services including Platform and Distribution 20
  • 20. Designation CompanyCEO Korea Equities Seoul Regional Investment bankCEO Singapore Equities, Singapore Regional Investment BankCEO India Equities Regional Investment BankRegional Head of Sales Trading Regional Investment BankRegional Head of Utilities Research & Team European Investment BankRegional Hedge Fund/Event Driven Equity Sales European Investment BankHead of Equities, India European Investment BankHead of China Research European Investment BankHead of Equity Research, India European Investment BankHead of Equities, India Indian Investment BankHead of Australian Sales Trading Regional Investment BankDirector, Indian Equity Sales (London) European Investment BankHead of Singapore Research European Investment BankHead of Hong Kong Research European Investment BankHead of Korea Research European Investment BankHead of Cap Intro Prime Services US Investment Bank 21
  • 21.  Introduction Track Record 22
  • 22.  Our Investment team has been ranked #1 in Investment Banking in the Asiamoney’s Polls in 2008, 2009, 2010 and 2011. Our Investment Banking Practice has placed over 120 investment bankers with our clients in Asia ex-Japan since mid 2006: • In every country in the region including China; Hong Kong; South Korea; Taiwan; Singapore; Malaysia; Thailand; Indonesia; Philippines; and India • Across all product areas including Corporate Finance; M&A; Primary Debt & Equity Capital Markets & Syndication; Corporate Derivatives; Leveraged Finance; & Private Financing / Structured Lending • Across all sector teams including Telecoms, Media & Technology; Financial Institutions; Natural Resources (Oil & Gas, Power and Metals & Mining); Transport & Infrastructure; Real Estate; General Industrials; and Financial Sponsors 23
  • 23. Designation CompanyMD, Head of India Asian Investment BankMD, India & Team European Investment BankMD, Head of India M&A European Investment BankMD, Head of Shanghai Australian Investment BankMD, Head of SE Asia US Investment BankMD, Head of Singapore UK Investment BankMD, Head of Philippines European Investment BankMD, Head of Strategic Lending & team (inc China & India) US Investment BankMD, Co-Global Head of FIG Asian Investment BankMD, Head of Industrials & Team Asia Pac Asian Investment BankMD, Head of Telecom, Media & Technology Asia Pac Asian Investment BankMD, Head of Telecom & Media & Team AEJ European Investment BankED, Head of M&A, India US Investment BankED, Head of Malaysia US Investment BankED, India Private Financing US Investment BankDirector, Head of Equity-Linked European Investment BankDirector, Head of Equity Private Placements European Investment BankVP, Head of Thailand European Investment BankVP, Indonesia US Investment Bank 24
  • 24.  Team Biographies 25
  • 25. Name/Title BiographyChristian Brun ‣ Christian is one of the founding Partners of the firm and is responsible for our Asian Investment BankingPartner and Private Equity businesses. ‣ He relocated to Hong Kong from London to help launch the Asian business for Wellesley Partners in October 2005. He focuses on Financial Services and in particular Investment Banking, Capital Markets & Private Equity. He was previously a Principal at Heidrick & Struggles, the global executive search firm, based in London, where he was part of the Financial Services Practice. There he had specific responsibility for the Investment Banking sector, where he originated and executed senior-level searches for major US and European Investment Banks in the UK and across Europe. ‣ Christian has an MA (Hons) in History and an M.Phil. in International Relations from Cambridge University, where he was also elected a College History Scholar. ‣ Christian was individually ranked #1 in Investment Banking for the past four years, and #1 overall in the 2010 Asiamoney Headhunters’ Poll.Jeremy Harris ‣ Jeremy Harris is one of the founding Partners and the Managing Partner of Wellesley Partners Limited inPartner Asia and specializes in search within Asset Management (traditional and alternative as well as property investment and portfolio management). He relocated to Hong Kong from Singapore to launch the Asian business for Wellesley Partners in October 2005. ‣ Jeremy has been an executive search since 1998, he was formerly a Partner in Heidrick & Struggles in Asia, and he has been regularly voted in the Top 10 Headhunters Asian ex Japan and the Top 5 Headhunters for Asset Management by Asiamoney. ‣ Prior to executive search and having gained an LLB (Hons), Jeremy served as a British Army Officer with Irish Guards, before joining the corporate finance team of SG Warburg Securities in London. ‣ He later worked for Crosby Securities and CLSA in London and Singapore as an institutional stockbroker covering Asian Equities. ‣ Jeremy was #1 in the Buyside/Hedge Funds category of the 2010 Asiamoney Headhunters’ Poll and #4 overall. Wellesley Partners was voted #1 in Asset Management. 26
  • 26. Name/Title BiographyLoretta Chan ‣ Loretta is a Partner of Wellesley Partners Hong Kong Limited and specializes in search within GlobalPartner Markets including Fixed Income Derivatives, Debt Capital Markets, Project Finance, Structured Finance, Leverage Finance and Private Financing. ‣ Loretta has been in executive search in 2002 initially with Hong Kong based, Pelham Search Pacific where she was specializing in Fixed Income Derivatives / Equity Derivatives mandates. She later joined Robertson Smart Group as a consultant covering both legal and fixed income. Loretta was most recently running the Hong Kong office of Webbe International and heading the Financial Markets business for Asia ex Japan. ‣ She graduated with a LLB (Hons) and worked with firms such as Sullivan & Cromwell and Dow Chemical prior to executive search. Loretta is fluent in English as well as spoken Cantonese and Mandarin. ‣ Loretta was individually ranked #1 in Fixed Income, and #7 overall in the 2010 Asiamoney Headhunters’ Poll.Nick Henderson ‣ Nick Henderson is one of the founding partners of Wellesley Partners Hong Kong Limited. He specializes inPartner Cash Equities, Equity Derivatives, Hedge Fund and Investment Banking executive search. ‣ Nick has worked in executive search in Asia for 12 years initially joining Hong Kong based Anthony Baillieu & Associates in 1997. In January 2000 Nick became a founding partner and Managing Partner of the highly rated executive search firm Henderson Baillieu Limited with responsibility for Investment Banking and Equity Market search mandates throughout the region. ‣ Throughout his executive search career Nick has enjoyed consistently high rankings in headhunting polls and his cash equities team was ranked #3 in the 2010 Asiamoney Headhunters Poll. ‣ Nick began his career in 1987 with Cazenove & Co. in London focusing on Asian equity stock broking. He studied Economics and Accounting at Monash University, Melbourne attaining his Bachelors degree in 1986. 27
  • 27. Name/Title BiographyRick Johannessen ‣ Rick Johannessen is a Managing Director and leads the alternative investment business at WellesleyManaging Director Partners with coverage responsibilities for hedge fund and private equity searches in Asia. Ricks track record ranges from placing recent post-MBAs through to Partners with both start-up funds and the largest global mega funds. He has been a recruiter to the alternative asset industry in Asia since 2002. ‣ Prior to joining Wellesley, Rick was a Managing Director and the Head of Asia for Glocap Search based in New York. Previous to this, he co-founded an alternative asset focused search boutique based in Hong Kong. Before entering executive search, his work experiences include business development for a Goldman Sachs funded B2B exchange during the internet boom, and, currency trading during the Asian financial crisis. ‣ Rick is conversant in Cantonese, Japanese and Mandarin, and is a graduate of the School of International Service at American University in Washington D.C.Sourabh ‣ Sourabh is a Partner and Country Head of Wellesley Partners India, having joined the business in JanuaryChattopadhyay 2011. Sourabh is a generalist with a special focus on alternative investments, capital markets, andPartner, investment banking. He is based in our Mumbai office.Head of India ‣ Sourabh has a broad range of experience, from conducting searches at senior levels to working with domestic Indian institutions in helping them set up their off-shore businesses through capital and strategic introductions and acting as a liaison for foreign firms to set up their practice in India. Prior to joining Wellesley Partners, Sourabh headed Options Groups executive search and strategic consulting practice in India. Sourabh has also been an entrepreneur and worked in institutions such as Goldman Sachs, Ernst and Young, and Dresdner Kleinwort Wasserstein. ‣ He holds a BBA in Economics from Pace University (USA) and has completed advanced work in Media Design at the New York University School of Continuing Education. 28
  • 28. Name/Title BiographyOliver Darkes ‣ Oliver is a Partner and Country Head of Wellesley Partners Australia, having joined the business inPartner, November 2010. Oliver is responsible for covering our Investment Banking, Global Markets and EquitiesHead of Australia businesses. He is based in our Sydney office. ‣ Prior to joining Wellesley Partners Oliver was a Director with Carmichael Fisher, a leading Australian executive search firm, responsible for running their Front Office Banking practice. Oliver has spent the last 10 years recruiting in the Australian market, originating and executing senior search mandates with both International Investment Banks and Independent Advisory Firms. ‣ Prior to relocating to Australia Oliver spent 5 years working in the Equity Derivative and Convertible Bond practice of Napier Scott Executive Search. Here he specialized in the completion of Pan-European search mandates covering the Sales and Trading market places. ‣ Oliver holds a BA Hons in Business Information Systems from Nottingham University as well as a Certificate in Securities (SFA).Amanpreet Singh ‣ Amanpreet is a Director at Wellesley Partners India and joined the firm in June 2011.Director, India ‣ Prior to joining Wellesley Partners, she was a Principal with Hunt Partners where conducted senior level searches primarily in the Private Equity domain. ‣ Before joining the search sphere in 2007, Aman worked with The Economic Times, India’s leading Financial daily, where she did in-depth coverage of the Investment Banking and Private Equity sectors, in addition to HR & Marketing. ‣ She has extensive experience as a journalist, having worked with other leading organizations such as Business Today (India’s Leading Business Journal) in the past. ‣ Amanpreet completed her Master’s degree in English literature, from Lady Shri Ram College, Delhi University. She also has an additional Master’s in Content Creation and Journalism from School of Convergence, Delhi, India. 29
  • 29.  Wellesley Partners Ltd  Wellesley Partners Consulting 2408, 9 Queens Road Central Hong (India) Pvt. Ltd. Kong 202, Vaibhav Chambers, Bandra Kurla Phone: +852 2521 0883 Complex Bandra (E), Mumbai 400 Fax: +852 2521 9828 051, India Phone: +91 22 6193 5900 Fax: +91 22 6193 5909 Wellesley Partners Pty Limited Mezzanine Gallery Suite, Kyle House,  Wellesley Partners Pte. Ltd 27-31 Macquarie Place, 1 Fullerton, One Fullerton Road Sydney 2000, Australia #02-01 Singapore 049213 Phone: +61 2 8259 3200 Phone: +65 6832 5176 Fax: +61 2 8259 3299 Fax: +65 6408 3801 30