AVCJ Private Equity & Venture Forum Japan 2023
The premier private equity & venture forum in Japan
The Conrad, Tokyo and online
27
Jun
Global outlook: Navigating market turbulence
Geopolitical unrest, inflationary pressure, and rising interest rates have contributed to an uncertain investment environment. Investors in private markets must demonstrate agility to address these concerns while remaining mindful and strategically attuned to longer-term opportunities. Innovation – from uncovering new sources of capital and originating proprietary deal flow to careful deal structuring, meaningful value creation initiatives, and thoughtful exit planning – is increasingly important. Our panel of industry experts assess their responses to current market conditions.
- What constitutes a defensive investment opportunity?
- How do managers address geopolitical risk?
- What makes this cycle different from the last?
- How has the LP-GP relationship evolved over the last two years?
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SpeakersTim Burroughs Managing Editor Global Private Funds, and Managing Editor, AVCJ MERGERMARKET
John Y.S. Lee Partner LEXINGTON PARTNERS
David Grayce Managing Director, Private Equity and Growth Equity GOLDMAN SACHS
Matthew Michelini CEO, Asia-Pacific APOLLO GLOBAL MANAGEMENT
David York Managing Director TOP TIER CAPITAL PARTNERS
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Tim Burroughs is managing editor of Asian Venture Capital Journal, having joined the publication in May 2011. He is responsible for all editorial content put out under the AVCJ brand, including Asian Venture Capital Journal, AVCJtv, AVCJ Awards and AVCJ.com. Tim previously spent five years at China Economic Review, serving as editor-in-chief and then editorial director. Located in Greater China since 2003, during which time he has lived in Beijing, Qingdao and Hong Kong, Tim has been a China-based contributor for publications including The Sunday Times, Sunday Telegraph, BBC and China Daily. Prior to moving to China, he trained and worked as a journalist in the UK. He was honored at the Society of Publishers in Asia awards in 2007, 2008 and 2010, and at the State Street Institutional Press Awards - Asia in 2012.
John Lee is a Partner responsible for the Asia business of Lexington Partners. Based in Hong Kong, he is primarily engaged in the origination and evaluation of secondary purchases of private equity investments in Asia.
Prior to joining Lexington in 2014, Mr. Lee was a member of the Mergers and Acquisitions team at Morgan Stanley.
Mr. Lee graduated from Princeton University with an A.B. in Economics.
David is a managing director within Goldman Sachs Asset Management, leading the Australia and New Zealand alternative equity strategies, including growth capital and corporate private equity investing. He joined Goldman Sachs as a managing director in 2022.
Prior to joining the firm, David was a managing director at Pacific Equity Partners in Sydney and before that, he worked at Bain Capital in Boston.
David earned a Bachelors of Economics in 1993 and a Bachelors of Law in 1995 from the University of New South Wales and a Master's of Business Administration in 2001 from Stanford University.
Matthew Michelini is Partner, CEO of Asia-Pacific at Apollo and a member of the Firm’s Leadership Team. Matt joined Apollo in 2006 in Private Equity and has played a pivotal role in the creation and success of many of Apollo’s largest growth initiatives, including Athene, Hybrid Value, Apollo Dedicated Insurance Program, Natural Resources, and the development of the Financials Group. Matt serves as Investment Chair for Apollo’s Hybrid Value business and on the board of directors of Athene Holding Ltd. and Venerable Holdings, and previously served on the boards of Aleris Corporation, Metals USA, Noranda Aluminum, One Main Financial, and Warrior Met Coal. Previously, Matt was a member of the Mergers & Acquisitions group at Lazard Frères & Co.
David is a Managing Director at Top Tier and is a member of the Firm’s Investment Committee. He also leads the corporate development team and is responsible for the management, development and growth of Top Tier’s offerings. His thirty plus years of industry knowledge and networking uniquely equips him to be a liaison and international ambassador not only for Top Tier’s brand, but also the broader venture community. In 2000, David joined Phil Paul to lead the fund of funds team at Paul Capital which spun out in 2011 to form Top Tier. Over the past three decades in Silicon Valley and during his tenure on different trading desks on Wall Street, including posts at Chase H&Q, Volpe Welty & Co., Drexel Burnham Lambert and Paine Webber, David has developed an extensive network among private equity managers, particularly venture capitalists. David graduated from the University of Southern California with a B.S. in industrial and systems engineering.