July 27, 2009 SDF Private Equity Global Investments

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On July 27, 2009 at Orrick in Menlo Park SDForum’s International SIG presented an international private equity panel to discuss “Global Investments”. Harold Yu of Orrick moderated panelists Jai Choi of Partech, Danny Cohen of Gemini and Howard Lee of H Lee Ventures. Text from DJCline.com

If you want to get the attention of an investor, don’t try a cold call or e-mail. Get an introduction from someone they already know through social networking. Your idea should be unique, global in scope but dominating a local market. A silly example would be a social network for pets that is targeted to dominate the South Korean market.Text from DJCline.com

There was no consensus on if the global economy has reached the bottom. Nobody knows. The long loud crash seems to have slowed but signs of growth are hard to find. Europe and North America appear “dead”. Asia, from Israel to China, has the greatest potential for growth. Even that will not live up to expectations anytime soon. For most developed countries a GDP annual growth of one percent would be wonderful. China’s GDP will grow at a little over six percent, which is half of last year’s growth. Africa continues to be largely ignored for investment. Text from DJCline.com

The United States and Silicon Valley must deal with regulatory and educational challenges to remain competitive. We are no longer the first destination for new ideas or capital. Students from other countries now go back to their home countries to start companies.You have to live in a growing market to understand and profit from it. Text from DJCline.com

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Copyright 2009 DJ Cline All rights reserved.