AVCJ Private Equity Forum 2025
Asia's premier private equity event for the last 38 years
Value creation: Inside the contemporary playbook
- What are the priorities for value creation playbooks in 2025?
- How do required skillsets change as holding periods are extended?
- Are GPs tailoring value creation efforts to position for specific exit routes?
- How is agentic AI driving enhanced operational performance?
Speakers
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Oliver Stratton is a Managing Director for Alvarez & Marsal's Asian practice in Hong Kong. With 30 years of experience in consulting and private equity in Asia, his primary areas of concentration are business strategy, performance improvement, operational turnarounds and M&A. Mr. Stratton has worked with private equity and corporate clients across a range of industries including financial services, telecommunications, consumer goods and retail, industrial products and services, education, transportation and logistics and energy and resources.
Prior to joining A&M, Mr. Stratton spent 20 years with Bain & Company, including 10 years as a Partner. Mr. Stratton also spent two years as a Managing Director with Candover as part of its Asia leadership team.
In these roles Mr. Stratton has served many of the global, regional and major local country funds operating in Asia. Working with those clients, he has led operational and commercial due diligence and portfolio company performance improvement assignments across a range of industry sectors in Greater China, Korea and Southeast Asia.
Mr. Stratton earned an MA in engineering from Cambridge University and an MBA from Harvard Business School. A British national, Mr. Stratton has been based in Hong Kong since 1988.
Rodney Muse. Mr. Muse is one of two Managing Partners of Navis and an Investment Committee member. At Navis, Mr. Muse leads investment teams in making, monitoring and exiting investments and sits on the boards and/or executive committees of several Navis portfolio companies. He has been active in many of Navis’ investments in consumer goods, food, business services, industrial goods and services.
Mr. Muse co-founded Navis in 1998 with Mr. Bloy and Mr. Foyston, with whom he worked while at The Boston Consulting Group (BCG). At BCG, he worked in Sydney and Kuala Lumpur, where he gained experience in a number of industries including consumer goods, retail, oil and gas, distribution, primary resources and more. He started his career with Chase Manhattan Bank in 1985 in New York and Hong Kong.
Mr. Muse has been a resident in Asia since 1993, having been raised and educated in the US. He holds a Bachelor of Arts Hons degree from St. Lawrence University and an MBA from Harvard Business School.
Mark Chudek is a Partner of Affinity Equity Partners and Head of its Australian and New Zealand investment team.
Mark is a member of Affinity’s investment committee and first joined Affinity in 2013. Prior to rejoining Affinity in 2023, Mark spent 2 years at Quadrant Private Equity within Quadrant’s flagship buyout fund between 2021 and 2023.
Before Mark’s private equity career commenced in 2013, he spent 3 years at Credit Suisse within their investment banking team in Sydney.
Mark’s private equity career spans 7 completed platform investments, serving on 14 investee company boards, completing 20 financings across his portfolio of investee companies and exiting 4 platform investments.
.Shane Lauf is a Managing Director - Operations in the EQT Private Capital Asia team, covering value creation and due diligence of new investment opportunities from a commercial and operational perspective. Prior to joining the firm, he led the Portfolio Group in Asia at Permira. Earlier in his career, Shane spent six years with KKR Capstone and also worked with McKinsey & Company.
Shane holds an MBA and an MS from Stanford University, and undergraduate degrees in Computer Engineering and Japanese Language from the University of Wollongong, Australia. He is fluent in English and Japanese and has worked on investments across Asia, including Australia, Japan, Hong Kong, Mainland China and India.
Zubin Irani is Partner and Head of Operations for TPG in Asia, where he is responsible for the performance of TPG’s portfolio across Asia Pacific. He brings over 27 years' experience in building strong teams, driving performance, and managing change within businesses.
For the last 10 years with TPG, Zubin has built TPG’s value creation capability and operations team in Asia. He has worked across the consumer, healthcare, financial services, technology and industrial sectors. Zubin works closely with the management teams in TPG’s portfolio companies, guiding the execution of the value creation plan and driving performance improvement. He has also been an Exco/Board member for several TPG portfolio companies in Asia over the past few years.
Zubin joined TPG from United Technologies Corporation (UTC) where he was the India Region President with P&L responsibility for Carrier Air-conditioning and Refrigeration, Otis Elevators and UTC Fire & Security. Zubin started his career at McKinsey & Company, working in the Cleveland, Detroit, Copenhagen, and Mumbai offices.
Zubin received his MS in Engineering from the Massachusetts Institute of Technology and his BTech in Engineering from the Indian Institute of Technology, Kanpur. He is a Funding Board Member for MIT Sandbox (MIT’s seed fund for students / alumni ventures) and a member of the Board of Governors to the School of Engineering at Brown University. He is also a member of the YPO Delhi and Singapore Chapters.