28
Jun
プライベート・デット：適切な投資戦略の選択
プライベート・デット案件が提示されてきた背景には、従来の資金調達方法であった銀行融資による資金が引き上げられ、これにより生じたギャップを埋めるためという前提がこれまでは常にあった。この傾向は今後の厳しい経済環境の下でさらに強まるかもしれないが、クレジット市場の投資家は同時に、ダウンサイド・プロテクションや法規制がらみのリスクに留意しながら投資対象の選別を進めるようになっている。プライベート・デット投資の専門家やマルチアセット運用会社が提供する第二・第三の投資戦略は、LPにとってはかつてないほど多くのアクセスポイントが提供されているということを意味する。本パネルディスカッションでは、そうした状況下でのプライベート・デット市場での舵取りを議論する。
- クレジット市場の投資家が今、一番留意していることは何か？
- クレジット投資戦略はパンデミック以降、どう変わったか？
- スペシャル・シチュエーション案件やディストレス市場での投資チャンスは、件数として増えてきているか？
- 日本の投資家は様々な方法でのプライベート・クレジット市場へのアクセスを模索しているのか？
-
SpeakersChaim Estulin Co-Managing Editor, Asia Pacific DEBTWIRE
Karen Simeone Managing Director HARBOURVEST
齋藤 大彰 プライベート投資部長 投資責任者 アセットマネジメントOneオルタナティブインベストメンツ株式会社（”AMOAI”)
Justin Ferrier Managing Partner- Private Credit NAVIS CAPITAL PARTNERS
Barnaby Lyons Partner, Special Situations BAIN CAPITAL
Confirm cancellation
Something went wrong.
An error occurred trying to play the stream. Please reload the page and try again.
Close
Chaim Estulin has been covering APAC for more than two decades, including since 2007 at Debtwire, where he is now the regional co-Managing Editor based in Hong Kong. He jointly oversees more than two dozen reporters and analysts focused on corporate distress and restructurings as well as the primary issuance of high-yield bonds, bank loans and private credit. Before joining Debtwire, Chaim was a business editor at the South China Morning Post and a Hong Kong-based reporter at Time magazine covering politics, culture and business.
Karen Simeone joined HarbourVest in 2018 and focuses on investments in senior and junior private credit transactions.
Throughout her career, Karen has managed all aspects of the private credit investment process including sourcing, evaluating, structuring, underwriting and managing secured debt securities of middle market companies. Prior to joining the Firm, Karen was a managing director at TCW in the Direct Lending Group (formerly Regiment Capital’s direct lending team). Karen previously worked at Stairway Capital and HVB Group. Karen began her career at J.P. Morgan as part of the leveraged finance group and later became a member of the high yield research team.
Karen received a BS from Georgetown University in 1998 and studied at the London School of Economics.
2013年11月の入社以来、みずほFG傘下の各エンティティと協働してプライベート投資ビジネス立上げに主導的な役割を果たし、現在はAMOAIプライベート投資部長・投資責任者としてプライベート投資チームのヘッドを務める。
当社入社以前は、スイス本拠のPEファンド・オブ・ファンズ運営会社Capital Dynamics社にて日本及びアジア地域でのPEファンド投資活動に従事。それ以前は、三菱UFJ信託銀行にて7年に亘りPEファンド投資業務に従事。信託銀行在籍中にはPE特化の運用会社エー・アイ・キャピタルへの出向派遣も経験。
1998年、東京大学 経済学部卒業。
Mr. Ferrier is a Managing Partner of Navis Private Credit. Mr. Ferrier has more than 30 years of experience, which includes more than 20 years as a credit investor, portfolio manager and business leader.
Previously he was a Managing Director at BlackRock where he played a pivotal role in building BlackRock’s Asian-Pacific Private Credit business, growing AUM to $700m and developing a successful regional strategy focusing on Southeast Asia and Australia.
Prior to BlackRock, he was the Founder and Chief Executive Officer of Myo Capital. The fund delivered 14% gross returns. Prior to Myo Capital he was a Director / Investment Committee Member with ADM Capital and a Corporate Finance Executive with Peregrine Capital and SG Warburg Group.
Mr. Ferrier holds an MBA, majoring in Finance and Accounting from Monash University and a Bachelor in Science from the University of South Australia.
Barnaby Lyons joined Bain Capital in 2006. He is a Partner and Global Head of Special Situations as well as the Head of Credit in Asia. Prior to his current role, Barnaby was based in our London office, covering European Special Situations opportunities.
Prior to joining Bain Capital, Barnaby was a consultant at Bain & Company.
Barnaby received an AB Phi Beta Kappa from Princeton University.