27
Jun
アジアへのスポットライト：注目度の再燃
2023年のアジアのプライベート・エクイティは資金調達、投資、イグジットが大幅に減少し、厳しい1年となりました。伝統的にアジア最大の市場だった中国は地政学や経済見通しの悪化が懸念され、多くの投資家にとって魅力的でなく、投資対象外と捉えられています。しかし悪いニュースばかりではありません。投資先の多様化を図るうえで急成長している候補地として東南アジアが浮上しており、インド市場の成長とその規模は中国に匹敵すると見られています。投資家にとって分配金の実現損益倍率(DPI)は特に重要な指標であり、セカンダリー投資や継続ファンド、その他の投資形態にかかわらず、GPやLPは分配金を生み出すための臨機応変な対応を必要とされています。このセッションではリスク・リターンバランスのベストポイントはどこか、地域ファンドやカントリーファンドへのアクセス方法は何かについて、パネリストが議論します。
- 他の地域に遅れをとっているアジアのパフォーマンスをどのように評価するか
- アジアの長期的な成長ストーリーにアクセスする最善の方法は
- なぜアジアにはセクター専門GPが少ないのか
- 中国に逆張りすべき時か
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SpeakersYiqing Wang Managing Editor, M&A and ECM, APAC MERGERMARKET
Omar Mahmoud Managing Director CREADOR PRIVATE EQUITY
Steven Wang Founder & CEO HIGHLIGHT CAPITAL
Saurabh Chatterjee Managing Director CHRYSCAPITAL ADVISORS
Lisa Sun Managing Director, Co-Head of the Secondaries and Liquidity Solutions BLACKROCK
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Yiqing Wang is Managing Editor of Mergermarket’s Asia-Pacific M&A and ECM editorial team, which specializes in breaking news on private and public M&A transactions and delivering forward-looking intelligence on corporate strategy. Yiqing spearheads the editorial strategy and oversees day-to-day operations, to deliver timely, actionable insights and analysis to help clients make better deal-making and investment decisions. Additionally, she frequently moderates panels and chairs conferences at ION Analytics events, bringing industry insights to the forefront.
She has been an investigative M&A reporter and editor since 2009, writing news ranging from healthcare, renewable energy and financial service, etc.
Yiqing achieved her master's degree of multilingual multicultural studies from New York University.
Omar is the Managing Director and Country Head for the Philippines, Singapore, and Thailand at Creador.
He sits on the boards of Dali, Asialink, Angkas and UNO digital bank in the Philippines.
He specializes in identifying investment opportunities and expanding Creador’s presence across Southeast Asia. With 15 years of experience at HSBC, including roles in global banking and specialized finance, Omar brings a wealth of international expertise from roles across Europe and Asia. He is a qualified barrister, holding degrees in Law and Finance.
He is also responsible for fundraising at Creador and managing the firms’ new investors.
Mr. Steven Wang is Founder & CEO of HLC and a visiting professor of Tsinghua University. He has nearly 20 years of experience in the medical industry and healthcare investment and focuses exclusively on healthcare services, medical device and pharmaceutical sectors. Before founding HLC, he is former senior partner and investment committee member of CDH. Prior to CDH, Mr. Wang served at Avenue Capital, Lehman Brothers (London) and Becton Dickinson Group. Over the last ten years, Mr. Wang was responsible for transactions totaling more than 1.5 billion dollars, including mergers & acquisitions, restructuring of publicly listed companies, growth and early stage investments.
Saurabh Chatterjee is a Managing Director at ChrysCapital where he leads the Fundraising function, and is also a voting member of the firm’s investment committee. Prior to joining ChrysCapital in 2016, he was with Providence Equity Partners’ investment team, where he covered the TMT sectors. Before Providence, he worked at the Boston Consulting Group and CIVC Partners, a Chicago-based middle market private equity firm. Saurabh received an MBA from Kellogg School of Management and a BA in Economics from Carleton College.
Lisa Sun is a Managing Director and Co-Head of the Secondaries and Liquidity Solutions (SLS) team at BlackRock. She is a member of the SLS Investment Committee and is responsible for all aspects of the SLS business including investment strategy, deal sourcing, structuring and execution, portfolio construction, risk management and business development/capital formation.
Prior to joining BlackRock, Lisa was an Investment Principal at Coller Capital, a global private capital secondaries firm, where she was responsible for origination, diligence and execution of secondary deals across a variety of structures including LP portfolios, GP-led continuation vehicles, single asset transactions, co-investments, fund preferred equity and corporate/captive team spinouts.
Prior to Coller Capital, Lisa worked at TPG Capital in Hong Kong covering Asia buyout and growth equity, and at Goldman Sachs in New York in the natural resources investment banking team.
Lisa graduated with an MBA from Harvard Business School, and has a dual degree Bachelor of Science from the Wharton School and Bachelor of Arts from the College of Arts & Sciences as part of the Huntsman Program in International Studies and Business from the University of Pennsylvania.