06
Sep
사모 크레딧: 최선의 옵션
시장 상황때문에 사모 크레딧은 사모시장 투자자들 사이에서 선호되는 자산군으로 거듭났습니다. 특히 한국 자산 운용사의 대체투자 전략에서 크레딧은 중요한 비중을 차지하고 있습니다. 이제 우선적으로 고려할 요소는 거시경제적 환경이 악화될 경우 투자자들이 포지션 관리 역량을 갖췄는지 여부입니다.
- 현 경제 상황이 사모 크레딧 선호 현상에 기여했는가?
- GP와 LP가 모두 채택한 크레딧 전략 트렌드
- 아시아의 리스크 프리미엄이 미국, 유럽보다 감소했나?
- 최고의 리스크 대비 수익을 안겨주는 사모 크레딧 전략
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SpeakersEugene So Managing Director SANGSANGIN INVESTMENT & SECURITIES
Younghwan Han Partner, Head of Alternative Credit VIG PARTNERS
Andrew Schantz Partner BAIN CAPITAL
Junchan Yoon Director, Absolute Return (Private Debt) Group KOREA INVESTMENT CORPORATION
Tanya Sanwal Managing Director APOLLO GLOBAL MANAGEMENT
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With over 23 years of experience in finance, Eugene is Managing Director and Head of Global Alternative Investment Team at Sangsangin Investment & Securities where he leads the firm's placement business of private funds ranging from private equity, private debt, real estate, and infrastructure. Prior to this role, he assumed a position with similar capacity at IBK Securities. He also was a Director at HQ Capital, a leading global private equity investment firm, responsible for primary, secondaries, and co-investments across the Asia-Pacific region, based in Hong Kong. Prior to that, he took various roles at FLAG-Squadron Asia, GE Capital, and Daishin Securities.
Eugene earned his MBA degree from the Tepper School of Business at Carnegie Mellon University and Bachelor of Economics degree from Korea University. He is a Chartered Financial Analyst.
Prior to re-joining VIG Partners and founding VAC in 2021, Hr. Han spent a decade at Goldman Sachs Asian Special Situations Group (“ASSG”), focusing on special situations and other opportunistic credit investing in Korea. During his tenure at ASSG, Mr. Han deployed more than $1.2bn capital and generated more than $700mm profit without any case of principal loss. Prior to ASSG, Mr. Han began his investing career at VIG Partners as an Associate and prior to that, he worked as an Associate Consultant at Bain & Company.
Mr. Schantz joined Bain Capital in 2023. He is a Partner in the Credit group based in Hong Kong.
Previously, Mr. Schantz was a Managing Director with CPP Investment’s APAC Credit team and an Executive Director with Tor Investment Management. Mr. Schantz began his career with Citi’s Special Situations and Credit Portfolio teams in New York.
Mr. Yoon is responsible for private debt investment, primarily focusing on real asset credit at Korea Investment Corporation. Since joining the firm in 2015, he has worked on fund commitment and co-investments of various strategies, including buyouts, venture capital, and secondaries. Prior to KIC, he worked in the group planning division of a major Korean conglomerate in the shipbuilding and shipping industries. Mr. Yoon began his career at KPMG Korea in 2007, where he spent four years as a financial auditor and advisory services professional. He is a Certified Public Accountant and graduated cum laude with a Bachelor of Business Administration from Seoul National University. He also holds a Master of Public Administration in International Development from the Harvard Kennedy School.
Tanya Sanwal is a Managing Director in the Client and Product Solutions group in APAC, where she serves as an Institutional Product Specialist focused on private credit and asset backed strategies across Apollo’s credit platform. As part of her role, Tanya works closely with internal stakeholders and external partners on capital formation across Credit in APAC.
Prior to joining Apollo, Tanya was a Managing Director at Wellington Management in APAC. Tanya was responsible for capital formation within credit and fixed income, new product development and oversight of the team. Tanya served on the Singapore Management Committee, the Operating Committee, and the Product Innovation Committee. Prior to this, she was a Senior Vice President at PIMCO, responsible for leading multi-sector credit and income solutions in EMEA. Tanya began her career at Goldman Sachs in London in the leveraged finance team.
Tanya holds an MBA from the University of Chicago, Booth School of Business, and an undergraduate degree from the University of Cambridge.