14
May
LP view: The case for Asia
Some global LPs are cutting their private markets exposure in Asia amid economic uncertainty, higher risk levels and underperformance of emerging markets. However, investors that are attracted to the long-term potential of the region are sticking with proven managers and could benefit in the long run. Our panel of seasoned investors share their rationale for investing in Asia and explain where they are putting their money and why.
- How are LPs think about allocating to Asia Vs US? Where are they allocating?
- How are LPs making the case internally for Asia?
- How do they select managers and what is their view on valuations and returns?
- Have multi-geos firms retreated from Asia? Where does the allocations go as the pie has shrunk?
- How do LPs view the readjustment strategies by some fund managers?
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SpeakersSean Murphy Partner COOLEY LLP
Sunil Mishra Partner ADAMS STREET PARTNERS
Ruoyu Han Director, Investment Advisory Department JAPAN POST INVESTMENT CORPORATION
John Huo Managing Director MANULIFE INVESTMENT MANAGEMENT
Andre Cahyadi Vice President of Investments INDONESIA INVESTMENT AUTHORITY
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Sean Murphy is a fund formation partner in Cooley’s Singapore office. Sean’s practice focuses on the formation and operation of private funds across venture capital, growth equity, buy-out, special situations, real estate and infrastructure strategies. First resident in Singapore in 2004, he has advised fund sponsors and investors for more than a decade from offices in Singapore, Hong Kong and New York. Sean also regularly advises clients on co-investments, managed accounts, feeder funds for HNWIs, carried interest plans, strategic partnerships and US securities and investment advisory laws.
Sean has a JD from the George Washington University Law School with honors, and a BS from University of Pennsylvania.
Sunil Mishra specializes in the sourcing and execution of Asian investments ex-China, specifically in India, Australia, Japan, Southeast Asia, and Korea.
Prior to joining Adams Street, Sunil worked for Standard Chartered Bank in Singapore performing financial and business analyses of local and regional companies. Previously, Sunil worked in India as an Investment and Strategy Associate in Tacogroup, the automotive technology and engineering investment arm of the Tata Group of India, where he worked on business planning, feasibility studies, and localization plans for new ventures.
Sunil manages relationships with several of Adams Street’s managers and sits on advisory boards of more than a dozen private equity firms within the Adams Street Partners portfolio.
Sunil is a member of Adams Street’s Environmental, Social and Governance (ESG) Committee.
Director of Asia Investments for Japan Post Investment’s private equity fund investment advisory program. Before being assigned to Japan Post Investment, he was involved in the Asia private equity investment program in Japan Post Bank. Prior to joining Japan Post Bank in February 2022, he contributed to private equity fund investment, private debt fund investment, structured finance, and corporate finance at Sumitomo Mitsui Trust Bank, in both Tokyo and New York offices. He holds a M.A. in Economics and a B.A. in Liberal Arts, from Waseda University in Japan.
John focuses on private equity fund commitments and equity co-investments of Manulife’s affiliates including the general account across the Asia-Pacific region. He joined the firm in 2009 and has worked in the private equity group since 2011. John holds the Chartered Financial Analyst designation.
Mr. Andre Jonathan Cahyadi is Vice President of Investments at INA, Indonesia’s first sovereign wealth fund. He’s responsible to oversee the entire deal lifecycle andjoined INA in early 2022 as one of its first investment team.His experience in INA spans across healthcare, infrastructure, and digital sectors. He currently co-leads the healthcare investment practice at INA. Deal examples include INA’s investment into the largest pharmacy and clinics chain in Indonesia, as well as building Indonesia’s first (and Southeast Asia’s largest) blood plasma fractionation facility.Prior to joining INA, he worked as a Senior Manager at the Indonesian office of the global management consulting firm Bain & Company, and before that, as an Investment Analyst in Quvat Capital. Mr Cahyadi graduated with a double degree in Bachelor of Science in Applied Mathematics and Bachelor of Engineering in Computer Science from Pelita Harapan University in Indonesia. He is also a CFA Charterholder.