On April 18, 2024, the annual “Luxe.CO Fashion Innovation and Investment Forum” will be held at the Kimpton Bund Hotel in Shanghai.
This forum will focus on “innovation” and “investment” as its main themes. It aims to bring together financial and industrial investment institutions, brand startups, publicly-listed brand companies, and commercial real estate firms from both within China and abroad to discuss the opportunities and challenges in value creation within the fashion sector.
As of April 9, the confirmed agenda and attendees of the forum are (listed in alphabetical order of their surnames):
Forum time and address
- Time: April 18, 2024, 9:00-18:00
- Venue: Kimpton Bund Hotel Shanghai – 1F Golden Rock Room
09:00-09:30 Keynote Speech: Trends of Global Fashion Investment
- YU Alicia, Founder & CEO, Luxe.CO
9:30-10:45 Roundtable Discussion: Fashion Investment in International Perspective
- MA Jun, Partner, Cathay Capital
- XIA Tim, Partner at Anta Capital
- YANG David, Managing Director of Sino-French Fund, Eurazeo
- YANG Yue, Head of Triton Partners China
- YE Congxuan, General Manager, Hangzhou Business Travel Private Equity Fund Management Co.
10:45-11:00 Dialogue: Heritage and Innovation in Luxury Brands
- LIAO Jack, Vice President of Blancpain China
- WANG Elisa, Senior Vice President and Fashion Director of Luxe.CO
11:00-11:45 Roundtable Discussion: How to Capture New Investment Opportunities for Young Consumers?
- LAN Tingyuan, Project Director, L’Oreal China Consumer Center
- YANG Yulong, Head of Investment Department, Libyone, CVC of LIBY KYSUN Holdings
- Zhang Shuai, Executive Director / Head of New Economy Fund, CICC Capital
11:45-12:20 Roundtable Discussion: How to Empower Fashion Brand Portfolios?
- CHANG Charlotte, Vice President at L Catterton
- CHEN Maggie, Operating Partner at Advent International
12:20-13:30 Special Program: Yu Alicia on Why She Wrote “The Tiffany Deal”
13:00-14:20 Roundtable Discussion: The Development of Chinese Designer Brands
- CHEN Grace, Founder of Grace Chen
- GUAN Lin, Founder of Short Sentence
- LI Yushan & ZHOU Jun, Creators & Designers, Pronounce
- SUN Hefang, Founder, HEFANG Jewelry
14:20-15:10 Roundtable Discussion: Innovation and Investment in the Sports and Outdoor Sector
- CHANG Xin, Founding Partner at Borchid Capital
- HAN Shiyi, Director of Marketing, New Balance China
- SHI Cen, Partner at Ascendent Capital Partners
- LUO Yuan, Co-founder of RE而意
15:10-15:55 Roundtable Discussion: Technology Enpowers Fashion
- FENG Jiani, Director of Luxury Industry, Tencent Advertising
- XU Wei, Partner, ZWC Partners
- CHEN Angela, Investment Director at SWIRE PROPERTIES New Ventures Investment
15:55-16:10 Special Program: The Latest Trends in Global Sustainable Fashion Innovation and Investment
16:00-17:00 Roundtable Discussion: Innovation and Upgrading of Chinese Fashion and Lifestyle Brands
- MENG Zhaoran, Founder of DOCUMENTS
- WANG Junhong, Executive Director and Vice President of LILANZ China
- XIE Yige, Founder of Tangxindan, Deputy Director of Gold, Silver and Color Embroidery Museum
- ZHOU Yajie, Fosun Global Partner, Senior Partner and CEO of Fosun Capital
- ZHU Angela, Founder of Chapter Home
17:10-17:45 Keynote Sharing: The Global Discovery Journey of Luxe.CO
- ZHAO Xiaoyue, Vice President & Director of International Cooperation, Luxe.CO
Remote Sharing: New Ecology of Overseas Fashion Entrepreneurship
- Sara Ferrero, Founder & CEO of SA SU PHI, Italy
- Roser Flores, Founder & Creative Director, Bonamasó, Sustainable Footwear, Spain
- David Andersson Sahlin, Founder, Rue De Tokyo, Denmark
- Roderick Thackray, Co-Founder & COO, Algreen, Sustainable Technology Company, UK
17:45-18:00 Closing Remarks: China – The Biggest Driver of the Global Fashion Industry “The Next China is China!”
- YU Alicia, Founder & CEO, Luxe.CO
About the “Luxe.CO Fashion Innovation and Investment Forum”
Celebrating its “tenth anniversary,” Luxe.CO has long been deeply involved in the luxury, fashion, beauty, and lifestyle sectors, focusing on “entrepreneurship, innovation, investment,” continuously bringing the latest developments and exclusive research findings in global fashion business and finance to industry insiders. Through online and offline forums and salon events of various scales, it promotes multi-directional communication and interaction among key roles in the entire fashion industry chain — financial investors, industry investors, brand entrepreneurs, and managers.
Since 2015, Luxe.CO has held the “Fashion Innovation and Investment Forum” for five consecutive years, covering international metropolises such as Beijing, New York, London, and Milan; in the exceptional circumstances of the global pandemic in 2020, Luxe.CO held an eight-hour “Luxe.CO Global Forum on the Cloud” live forum online, with enthusiastic participation from heavyweight guests from nine international cities including Beijing, San Francisco, New York, London, Geneva, Milan, Florence, Shanghai, and Tokyo. In the following three years, Luxe.CO hosted dozens of dialogues, salons, and themed forums online, covering a series of important topics such as “fashion entrepreneurship, sustainable innovation, global brand investment and mergers and acquisitions, prestige brands expanding into the China market.”
Over ten years, Luxe.CO has built a powerful global fashion investment database, tracking thousands of transactions, and engaging in direct and in-depth exchanges with numerous frontline entrepreneurs and investors, repeatedly exploring the logic and pathways to value discovery in fashion investment.
We were among the first to discover and spread the word about a group of emerging brands and independent designer brands at home and abroad, effectively promoting the rise and continuous evolution of China’s new generation of fashion and lifestyle brands.
We have witnessed and participated in the transformation, upgrading, and relentless efforts of Chinese local fashion enterprises to enter the global market, actively offering advice and truly living up to our slogan — “Connecting global fashion innovators and empowering Chinese brands to grow.”
At the end of 2022, “The Tiffany Deal,” written by Luxe.CO founder Alicia Yu, was officially published, marking China’s first in-depth study on the business history and investment and acquisition strategies and practices of top global luxury brands.
In recent years, we have observed that after a drastic fall and rise, global fashion consumption has entered a new phase of “equilibrium,” still offering considerable space and opportunities for value creation to “investors,” “innovators,” and “entrepreneurs” who are deeply involved in the fashion sector:
- Brands Remain Supreme
Looking over the past decade’s global fashion investment records, investments in “brands” boast abundant target resources, relatively controllable risks, and strong resilience against uncertainties — according to the Luxe.CO fashion investment database, in 2023, investments in the global fashion sector’s “brands” accounted for nearly half, far surpassing the number of investments in the supply and channel sides.
- Valuations Return to Rationality
The valuation levels of fashion enterprises driven by the internet and technology have significantly retraced; brands possessing hard-to-replicate “aesthetics and historical” assets continue to enjoy higher valuations, especially in booming sub-sectors like “high-end beauty and perfumes” and “sports and outdoors.”
- The Real Deal Stands Out
Whether in China or overseas, regardless of the project development’s early, middle, or late stages, industrial capital and more specialized fashion funds are taking a dominant position, with strategic synergy and post-investment empowerment increasingly becoming key determinants of success or failure in fashion investment.
- Next China is China
Through Luxe.CO’s four-month in-depth exploration in Europe and Southeast Asia over the past year, and candid exchanges with entrepreneurs across China, combined with major corporations’ financial data and key judgments from international brand executives, we are convinced: The greatest driving force for global fashion industry growth remains China! Next China is China!
[Click to purchase tickets]
Standard Ticket: 1799 CNY, March 25 to midnight on April 18
On-site Ticket: 2299 CNY, on April 18
Note: For corporate transfers, invoicing, and other matters, please contact 18015084958 or 15210282376
Special Note
Luxe.CO Investment Research members can receive one forum ticket each
Formal students of Orange Bay Education can purchase a ticket at a special price of 600 CNY each
Note: “Formal students of Orange Bay Education” refers to participants of past offline Orange Bay senior management courses and specialty courses, as well as online six-module course students
For a special ticket purchase link, please contact “Orange Bay Assistant” WeChat (orangebay007)
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