According to CR Capital Management’s mid-term review and the new strategic positioning during the “Fourteenth Five-Year Plan”, CR Capital Management, to assist in comprehensively assessing fund investment risks and promoting value appreciation for invested enterprises, organized the Ninth Professional Skills Training for Fund Investment on November 25, 2023. The training took place on the 6th floor of China Resources Financial Building in Nanshan District of Shenzhen. The training was themed “Post-Investment Management and Collaboration,” with a total of 53 participants.
The training began with an opening speech by Mr. Luo Yan, the General Manager of the Operation Management Department in CR Capital Management. Mr. Luo succinctly outlined the current operational and post-investment management status of our company, and pinpointed the challenges and complexities inherent in post-investment management for the employees to contemplate. With their own specific imperfections found out, he recommended that the staffers seek for solutions and self-improvement. Stressing the ongoing need to improve professional skills coupled with the company’s fresh strategic direction and management prerequisites, Mr. Luo inspired everyone to contribute more to our company.
Dr. Qiao, the course instructor, kicked off the day’s training with a case study on the recent disputes involving OpenAI’s directors and founders, along with the role of Microsoft as an investor. During the morning session, Dr. Qiao provided an overview of the fundamental aspects of “Post-Investment Management” and then delved into the topic by breaking it down into three major components: the “Hundred-Day Program ,” value-added services, and risk management. Beginning with pre-investment planning, Dr. Qiao clarified the work content, timetable, and responsibilities of involved parties in the “Hundred-Day Program.” Next, she focused on teaching key aspects of value-added services, covering various dimensions such as corporate governance, company strategy for both investors and the invested company, capital planning, talent optimization and assessment, business integration, and synergy. In the final segment on risk management, Dr. Qiao metaphorically emphasized the management approach of “Red and Yellow Lights. ” This involved attention and handling of multiple dimensions such as financial indicators, corporate governance, operational management, revenue, and exit management for the invested companies. During the afternoon session, Dr. Qiao discussed typical models of post-investment management, shared experiences of leading investment institutions in successful post-investment management, and guided the participants on the role of the investment management system, setting up a systematic structure and designing processes for investment management, establishing foundational infrastructure for post-investment management, and implementing reporting systems. Concluding the day, Dr. Qiao encouraged the staffers to aspire toward professional growth in the “value creation” phase by introducing different investment types and their characteristics.
In the training, Dr. Qiao, drawing from her practical experience, provided profound insights into various aspects of corporate governance, including key clauses in framework agreements, control, and the operation of the board of directors. She also covered detailed corporate governance practices and methods for handling unexpected issues. Additionally, Dr. Qiao discussed the construction of post-investment management indicator systems and risk management methods, illustrating these concepts with both successful and unsuccessful cases within the industry.
Through a day of systematic course learning, the staffers gained a more comprehensive understanding of the knowledge system related to “Post-Investment Management.” Despite the training being conducted over the weekend, it did not dampen the enthusiasm of the attendees. They zealously engaged in interactive learning, laying a solid foundation for advancing our key initiatives in the next phase.
