22
9月
LP视角：摒除市场噪音
中国PE市场已走出低谷，随着地缘环境与募资端的担忧逐步缓解，LP正在重新聚焦投资底层逻辑。市场形成全新格局：国内政府引导基金保持高活跃度，中东及北美以外地区的LP加快资金投放节奏。与此同时，持续扩容的二级市场为投资者提供变现渠道，方便其调整投资组合，转向非敏感行业。LP是否已准备好大规模出资，还是仍持观望态度？本场投资人座谈将研判当前市场全貌，并分享各自布局策略。
- 何种因素将推动新一轮全球资本回流，把握中国复苏增长红利？
- 国内人民币主动投资资金持续机构化，将如何重塑本土投资生态？
- 二级市场助力投资组合转向抗波动、非敏感赛道，如何盘活行业生态？
- GP 该如何迭代投资策略，匹配要求日益严苛的 LP，在中国市场挖掘稳定超额投资收益？
-
Speakers璐 柴 Corporate/Transaction Partner Han Kun Law Offices LLP
Doris Guo Partner Adams Street Partners
Jea Young Huh Manager, Financial Institutions and Funds Clients Department, Global Asian Infrastructure Investment Bank
Eric Wong Head of Alternative Investments BOC Life
君妍 闵 副总裁 Lexington Partners
Confirm cancellation
Something went wrong.
An error occurred trying to play the stream. Please reload the page and try again.
Close
柴璐律师专注于私营企业和上市公司的收购和兼并、私募股权交易、证券发行和上市业务。 她曾为多家大中华区公司的跨境并购、在美国证券交易委员会登记和非登记的证券发行和香 港证券交易所的上市项目提供法律服务。她也就公司的日常法律事务、监管和合规提供法律 咨询意见。 柴律师曾代表多家中国和国际客户参与多种类型的交易，涉及的行业包括金融、保险、通信、 互联网和科技、消费品、矿业、电力和能源、制造及医疗领域。 加入汉坤前，柴律师在一家私募股权机构担任总法律顾问。之前她工作于苏利文·克伦威尔 （Sullivan & Cromwell LLP）香港和美国办公室。
柴律师毕业于美国西北大学法学院，获法律博士学位。她于清华大学获得英国语言文学学位 和经济学学士学位。
Doris (Partner) is responsible for all aspects of the primary investment process, including fund selection, due diligence, negotiations, monitoring, and general partner relationship management within China.
Prior to joining Adams Street, she was a Senior Associate for Adveq Investment Management Co. Ltd., a global private equity firm, responsible for sourcing and executing growth/buyout funds and secondary investments in China and Japan. Prior to Adveq, she focused on direct investment activity for C.V. Starr Investment Advisory Asia Ltd.
Doris was named one of Private Equity International (PEI)’s 40 under 40: Future Leaders of Private Equity.
Jea Young Huh oversees AIIB’s global infrastructure private equity and debt funds, venture capital funds, direct co-investments, and co-financings with financial sponsors within the Bank’s Financial Institutions and Funds Clients Department. Before joining AIIB in 2021, he spent 16 years at Korea Investment Corporation, where he held multiple leadership roles in both the Seoul headquarters and the New York office, including Head of Global Private Equity Investments and Head of Global Real Estate Investments. His previous experience also includes roles at Kyobo Life Insurance, Samsung Corporation, and Lehman Brothers in Tokyo. Huh holds an Master’s in Business Administration from Georgetown University’s McDonough School of Business and a BA in Japanese and Economics from Hankuk University of Foreign Studies in Seoul.
Eric Wong has 20 years experience in finance and joined BOC Life as head of Alternative Investments in 2022. Before that, he spent most of his career in leveraged & structured finance and investment banking with BOC International, direct investment in Asia private credit (Dignari Capital) and China private equity (ABCI).
Mr. Wong holds a master degree in global finance from NYU Stern/HKUST, and a bachelor of arts degree from CUHK, majoring in philosophy.
闵君妍是Lexington私募二级团队的一名副总裁，主要负责评估美国以外的私募二级市场的交易机会，包括LP份额转让型交易以及GP主导型交易。
闵君妍于2021年加入Lexington。在此之前，她在摩根士丹利香港的投资银行部担任经理。
她毕业于印第安纳大学凯利商学院，获得会计与金融学士学位; 后于杜克大学获得经济学硕士学位。