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AVCJジャパンフォーラム 2023
日本トップクラスのプライベートエクイティ&ベンチャー・フォーラム
コンラッド東京・オンライン同時開催
27
Jun
LP側の見方：景気サイクルを通じたコミットメント
世界の機関投資家は現在、上向きだったマーケットやプライベート・エクイティ投資に対するアンダーアロケーション・リスクを考えるこれまでの状況から、ボラティリティの大きな市場とオーバーアロケーションの現実へ向き合う対応を迫られている。国内勢の海外ポートフォリオに関して言えば、通貨安がこれに追い討ちをかけている。オルタナティブ投資への新規参入組は撤退を検討するかもしれないが、ここは景気サイクルを通じたエクスポージャーの維持が賢明だろう。本パネルディスカッションでは、今後の投資戦略や運用会社の選定に関する考察を経験豊富なLPと共有する。
- 超過リターンを最も生みやすい地域はどこか？
- LPは為替ヘッジにどう取り組んでいるか？
- GPは十分に規律あるポートフォリオ・バリュエーションを実施しているか？
- 2023年の分配金の予想は？
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Speakers久保 達哉 マネージング・ディレクター ハーバーベスト・パートナーズ（ジャパン）
林 智子 マネージング・ディレクター、プライベート・アセット運用部 オリックス生命保険株式会社
Masashige Ueno Sr. Chief Manager, Private Asset Office, Fund Research & Development Division MITSUBISHI UFJ TRUST AND BANKING CORPORATION
西田 登 常務理事 運用執行理事 デンソー企業年金基金
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Tatsuya Kubo joined the Firm in 2010 as a managing director. He focuses on enhancing and building relationships with institutional investors and general partners in Japan. Mr. Kubo joined the Firm from Fortress Investment Group Japan, where he served as Managing Director and Head of Business Development after launching the Japan-based business. Prior to that, he spent over 20 years as a senior manager at Norinchukin Bank, one of the largest financial institutions in Japan, where he built and managed an alternative investment portfolio. He received a BA in Economics from Waseda University in 1988 and an MBA from Duke University in 1994. Mr. Kubo speaks fluent Japanese and English.
Noriko Hayashi is Managing Director, Head of Private Equity at ORIX Life Insurance Corporation.
She has been involved in framework building, implementing, portfolio construction and management of a global private markets program for institutional investors with primary focus on Private Equity; currently at ORIX Life Insurance Corporation, previously at Government Pension Investment Fund (GPIF) and firstly at Sony Life Insurance Co., Ltd., since 2000. She started her career at Mitsubishi Bank, Ltd. (MUFG Bank, Ltd.) where she covered Corporate Finance and Operational Improvement in commercial banking business.
She received a B.A. in Law from Kyoto University.
Masashige Ueno joined MUTB in 2016. He is responsible for private fund investments, such as private equity, private debt, infrastructure and real estate, in its asset management business unit. Before joining MUTB, he spent more than 20 years at Sumitomo Mitsui Banking Corporation and SMBC Nikko Securities where he was engaged in various banking and securities businesses, including principal investments in private funds and investment product development for institutional investors. Bachelor of Engineering and Master of Engineering from Kyoto University. MBA, Fisher College of Business at the Ohio State University.