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Geopolitical tensions and a potential recession sometimes cloud the macro picture. In private markets, massive inflows of capital and large amounts of unused dry powder have helped fuel record valuations. Against this background, GPs need to move carefully, strike opportunistically, and create strong value to continue to generate superior returns. Senior private equity leaders discuss the current state of the market and which strategies will win.
Moderated by: Kirk M. Beaton, Partner, LEXINGTON PARTNERS
Panelists:
Cliff Chau, Partner, Chief Financial Officer, Co-Chief Operating Officer, Head of Healthcare Investments, HOPU INVESTMENTS
Myunghoon Chung, Managing Director, CVC CAPITAL PARTNERS
David Kim, Partner and Chief Operating Officer, PAG PRIVATE EQUITY HONG KONG
Rodney Muse, Managing Partner, NAVIS CAPITAL PARTNERS
Bing Xu, Co-founder, SENSETIME
Shawn Chang, Head, INVEST KOREA
South Korea today is a productive deal market for the right kind of private equity investors. Chaebol divestments driven by restructuring, family succession, and business transformation, have all delivered deal opportunities. Nevertheless, as domestic growth plateaus and interest in IPOs slows down, fund managers are facing challenges at exit. Our panellists share their views on the best way to navigate towards solid returns.
Moderated by: Yi-Dong Kim, Partner, KPMG KOREA
Panelists:
Jin Ho Chai, Partner / Head of Investment Division II, STIC INVESTMENTS, INC.
Chulmin Lee, Managing Partner, VIG PARTNERS
Hae-Joon Joseph Lee, Partner & CIO, IMM PRIVATE EQUITY
Soomin Kim, Partner, UNISON CAPITAL
The global private credit and debt market has grown tremendously, with AUM nearly tripling in the past decade. Since fundraising peaked last year, appetite has cooled amid concerns over market saturation. However, the asset class remains attractive for LPs because of predictable returns, steady cashflow, and lower risk. Experienced investors offer views on the state of the credit market.
Moderated by: Dennis Kwan, Managing Director, MVISION PRIVATE EQUITY ADVISERS
Panelists:
Fred Chung, Partner, ADAMS STREET PARTNERS
Jim Hildebrandt, Managing Director, BAIN CAPITAL
Raj Makam, Managing Director and Co-Portfolio Manager, OAKTREE CAPITAL MANAGEMENT
Interviewer: Heeeun Park, Partner, ALTOS VENTURES
Interviewee: Jaeuk Park, Chief Operating Officer, SOCAR; Founder and CEO, VCNC
Investor appetite for venture capital opportunities remains strong globally. More private investors, strategic buyers, and even LPs have been crowding into the space looking for the next billion-dollar idea. South Korea, with its engineering prowess and solid R&D, has attracted venture capital investment to create a number of unicorns. Our panel of international venture capitalists highlight the most promising opportunities in their home markets and predict the future of global innovation.
Moderated by: David York, Managing Director, TOP TIER CAPITAL PARTNERS
Panelists:
Vadim Shpak, Managing Director, VICKERS VENTURE PARTNERS
Eric Kim, Co-Founder and Managing Partner, GOODWATER CAPITAL
Aaron Shin, Managing Director and Co-founder, ASCENDO VENTURES
Wei Zhou, Founding Managing Partner, CCV
South Korean corporates are actively acquiring offshore to strengthen core businesses and seek market expansion beyond a stagnant local economy. Aside from the developed markets, they are also targeting Southeast Asian countries, especially Vietnam, with its growing base of young middle-class consumers. Despite the promise, smart strategies are the key to maximising this opportunity. Our panel of professionals discuss:
Moderated by: Wonpyo Choi, Partner, BAIN & COMPANY
Panelists:
Andy Ho, Managing Director and Chief Investment Executive, VINACAPITAL
Conrad Tsang, Founder and Chairman, STRATEGIC YEAR HOLDINGS LIMITED
Jay Hyun Lee, Managing Director, Principal Investment Area, GOLDMAN SACHS
Taeyub Kim, Partner and Head of Korea, AFFIRMA CAPITAL
Savvy LPs are assessing new private markets strategies, such as niche funds, more Asian exposure, secondaries, and co-investments. Meanwhile, a new wave of institutional investors are venturing into alternatives in search of better returns. In this session, our panel of LPs share their objectives and expectations for fund managers.
Moderated by: Jinman Kim, Managing Director, PANTHEON
Panelists:
Dong Hun Jang, Chief Investment Officer, PUBLIC OFFICIALS BENEFIT ASSOCIATION (POBA)
Jong-Ho (James) Kim, Managing Director and Head of Private Equity, KIC
Jung Yup Lee, Senior Principal, Private Equity Asia, CPPIB