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Private Debt & Private Equity

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Page 1: Private Debt & Private Equityplan.medone.co.kr/51_asksummit/data/2018_PD.pdf · 2019. 7. 1. · May 2014 Private Debt & Private Equity November 2013 Real Estate May 2013 Private Equity

Private Debt & Private Equity

Page 2: Private Debt & Private Equityplan.medone.co.kr/51_asksummit/data/2018_PD.pdf · 2019. 7. 1. · May 2014 Private Debt & Private Equity November 2013 Real Estate May 2013 Private Equity

시 간 주 제 발 표 사

08:50 ~ 08:55 환 영 사

08:55 ~ 09:00 투자자 기조연설

09:00 ~ 09:05 투자자 기조연설

09:05 ~ 09:15 운용사 기조연설 : 2018년 유럽의 도전과 전망

09:15 ~ 09:20 ASK 2018 글로벌 사모대출 및 사모주식 서밋 소개

09:20 ~ 09:50 유럽 뱅크론 시장

09:50 ~ 10:20 현재 사모부채시장의 투자 환경

10:20 ~ 10:45 글로벌 금융위기 10년, 부실자산 투자전략

10:45 ~ 11:00 유럽직접대출 투자 이점 vs. 기타 유럽 사모 크레딧 전략

11:00 ~ 11:20 네트워킹 커피 브레이크

11:20 ~ 11:45 유럽 대륙의 중소·중견기업 사모 사채 시장

11:45 ~ 12:05 사모대출투자 시장에서의 새로운 기회 - 디지털 대출

12:05 ~ 12:30 중국 신용상품의 위험과 그 수익

12:30 ~ 13:30 점 심

13:30 ~ 13:55 혁신적인 성장주식투자전략

13:55 ~ 14:10 유럽 중소·중견기업 시장 기회포착형 신용자산투자

14:10 ~ 14:40 운용사 패널 세션 < 사모대출 및 주식 시장 전망 > ┃ 사회자 : 알본 파트너스 패널 : 구겐하임 인베스트먼츠, 아이디인베스트 파트너스, 서밋 파트너스, 하버베스트 파트너스

14:40 ~ 14:55 북유럽 중소·중견기업 사모사채시장

14:55 ~ 15:10 사모부채의 수익 프리미엄

15:10 ~ 15:30 네트워킹 커피 브레이크

15:30 ~ 16:00 투자자 패널 세션 ┃ 사회자 : 판테온 패널 : 사학연금, 군인공제회, 공무원연금

16:00 ~ 16:15 미국 중소·중견기업 사모부채시장 투자 기회

16:15 ~ 16:35 유럽 중소·중견기업 사모주식 투자의 사례

16:35 ~ 17:05 운용사 패널 세션 < 글로벌, 중국 신용 시장 전망 > ┃ 사회자 : 해밀턴레인 패널 : M&G 인베스트먼츠, 바르데 파트너스, 쇼어베스트 캐피탈 파트너스, 클리어워터 캐피탈 파트너스

17:05 ~ 17:25 네트워킹 커피 브레이크

17:25 ~ 17:55 투자자 패널 세션 ┃ 사회자 : 스텝스톤 그룹 패널 : 교직원공제회, 행정공제회, 과학기술인공제회, KB손해보험

17:55 ~ 18:10 사회책임 투자 (ESG)

18:10 ~ 18:25 유럽의 무수익여신(NPL) 시장 기회

18:25 ~ 18:50 투자자 패널 세션 ┃ 사회자 : 머서 패널 : 국민연금, 한국투자공사

요약 프로그램

* 본 프로그램은 사전 예고 없이 변경될 수 있음을 양지해주십시오.

PMS 715

PMS 302

PMS 428

Page 3: Private Debt & Private Equityplan.medone.co.kr/51_asksummit/data/2018_PD.pdf · 2019. 7. 1. · May 2014 Private Debt & Private Equity November 2013 Real Estate May 2013 Private Equity

TIME TOPIC SPEAKER

08:50 ~ 08:55 Welcome Address

08:55 ~ 09:00 Investor's Keynote Speech

09:00 ~ 09:05 Investor's Keynote Speech

09:05 ~ 09:15 Keynote Speech : Challenges and Perspectives for Europe in 2018

09:15 ~ 09:20 Introduction of ASK 2018 Global Private Debt & Private Equity Summit

09:20 ~ 09:50 European Bank Loans

09:50 ~ 10:20 Private Debt in the Current Market Environment

10:20 ~ 10:45 Distressed Investing 10 Years After the Global Financial Crisis

10:45 ~ 11:00 Benefits of Investing European Direct Lending versus Other Private Credit Strategies in Europe

11:00 ~ 11:20 Networking Coffee Break

11:20 ~ 11:45 Continental European Lower Mid-Market Private Debt

11:45 ~ 12:05 New Opportunities in Private Debt - Digital Loans

12:05 ~ 12:30 Risk and Returns in Chinese Credit

12:30 ~ 13:30 Lunch

13:30 ~ 13:55 Innovation in Growth Equity Investing

13:55 ~ 14:10 European Lower Mid Market Opportunistic Credit

14:10 ~ 14:40 GP Panel Session < Private Debt and Equity Market Perspective > | Moderator : Albourne Partners Panelists : Guggenheim Investments, Idinvest Partners, Summit Partners, HarbourVest Partners

14:40 ~ 14:55 Nordic and Northern European Lower Mid-Market Private Debt

14:55 ~ 15:10 Return Premium in Private Debt

15:10 ~ 15:30 Networking Coffee Break

15:30 ~ 16:00 LP Panel Session | Moderator : Pantheon Panelists : Teachers' Pension, The Military Mutual Aid Association, Government Employees Pension Service

16:00 ~ 16:15 Private Debt Opportunities in the U.S. Lower Middle-Market

16:15 ~ 16:35 The Case for European Lower Mid-Market Private Equity

16:35 ~ 17:05 GP Panel Session < Global and Chinese Credit Market Perspective > | Moderator : Hamilton Lane Panelists : M&G Investments, Värde Partners, ShoreVest Capital Partners, Clearwater Capital Partners

17:05 ~ 17:25 Networking Coffee Break

17:25 ~ 17:55 LP Panel Session | Moderator : StepStone Group Panelists : The Korean Teachers' Credit Union, Public Officials Benefit Association, Korea Scientists & Engineers Mutual-Aid Association, KB Insurance

17:55 ~ 18:10 ESG Investment

18:10 ~ 18:25 European NPL Opportunity

18:25 ~ 18:50 LP Panel Session | Moderator : Mercer Panelists : National Pension Service, Korea Investment Corporation

PROGRAM OVERVIEW

* Program can be changed without prior notice

PMS 715

PMS 302

PMS 428

Page 4: Private Debt & Private Equityplan.medone.co.kr/51_asksummit/data/2018_PD.pdf · 2019. 7. 1. · May 2014 Private Debt & Private Equity November 2013 Real Estate May 2013 Private Equity

ASK Global SummitAlternatives Summit Korea

DATE Asset Class

May 29 2018 Private Debt & Private Equity

May 30 2018 Hedge Fund & Multi Asset

October 2017 Real Estate & Infrastructure

May 2017 Private Debt & Private Equity

May 2017 Hedge Fund & Multi Asset

October 2016 Real Estate & Infrastructure

May 2016 Private Debt & Private Equity

May 2016 Hedge Fund

October 2015 Real Estate

October 2015 Infrastructure

May 2015 Private Debt & Private Equity

May 2015 Hedge Fund

November 2014 Real Estate

May 2014 Private Debt & Private Equity

November 2013 Real Estate

May 2013 Private Equity

About ASK Global Summit

Previous Events

ASK Global Summit series have been hosted by ASK office, The Korea Economic Daily since 2013. ASK office specializes in hosting premier events for private equity, private debt, hedge fund, multi asset, real estate, and infrastructure industries. ASK Global Summit will accommodate the largest meeting and communicating place in Korea both for global fund managers and Korean institutional investors who are looking for overseas investment opportunities.

ASK Summit

DATE Asset Class

October 23 2018 Real Estate & Infrastructure

May 2019 Private Debt & Private Equity

May 2019 Hedge Fund & Multi Asset

Future EventsASK Summit

Page 5: Private Debt & Private Equityplan.medone.co.kr/51_asksummit/data/2018_PD.pdf · 2019. 7. 1. · May 2014 Private Debt & Private Equity November 2013 Real Estate May 2013 Private Equity

Three ways to follow the Korean Investors

1. Directly access to our website: http://www.koreaninvestors.com/2. Subsribe to our weekly newsletter by visting our website and �lling in the form.3. Follow our pages in social media

https://www.facebook.com/koreaninvestors/https://www.linkedin.com/showcase/10865817/

Your intelligence source for Korean asset owners

In May 2016, the Korea Economic Daily launched the Korean Investors, an English-language news and intelligence outlet which keeps the global asset management community updated with the latest news on Korean asset owners: pensions, sovereign wealth funds, savings funds, and insurers.

Since the launch, the Korean Investors published more than 370 articles on strategic and tactical asset allocation, external manager selection (RFPs), fundraising, and many other individual deals done by Korean institutional investors. We also closely follow key professionals of the organizations.

The Korean Investors is the country’s only alternative investment news provider in English, focusing on major Korean institutional investors, which serves as a platform for general partners to build networks with limited partners in South Korea.

National Pension Service, Korea Investment Corporation and Korea Post are our three major news sources, with total AUM of $800 billion. We also cover other public & private pensions, savings funds and insurers who are rapidly ramping up overseas alternative assets in their portfolios.

Page 6: Private Debt & Private Equityplan.medone.co.kr/51_asksummit/data/2018_PD.pdf · 2019. 7. 1. · May 2014 Private Debt & Private Equity November 2013 Real Estate May 2013 Private Equity

ProgramSimultaneous translation will be provided in English and Korean during the main program

08:50~08:55

08:55~09:00

09:00~09:05

09:05~09:15

09:15~09:20

09:20~09:50

09:50~10:20

Sung Joo KimChairman & CEO

National Pension Service

Heenam ChoiChairman & CEO

Korea Investment Corporation

François FillonPartner, Tikehau Capital

Tikehau Capital

Kwang LeeChief Representative of ASK Office

The Korea Economic Daily

Andrew BoughenDirector, Leveraged Finance

M&G Investments

Tyler FenelonDirector, Private Debt

Guggenheim Investments

Welcome Address

Investor's Keynote Speech

Investor's Keynote Speech

Keynote Speech : Challenges and Perspectives for Europe in 2018

Introduction of ASK 2018 Global Private Debt & Private Equity Summit

European Bank Loans: Security, Seniority and Stability in an Uncertain World - A Long Established, Specialist, Private Asset Class with Favourable Market Dynamics

Private Debt in the Current Market Environment - Impact of Record Fundraising Levels and High Valuations - Comparison of Private Debt Versus Alternatives Such as Leveraged Loans and Private Equity - Impact of Potential Recession

환영사

투자자 기조연설

투자자 기조연설

운용사 기조연설 : 2018년 유럽의 도전과 전망

ASK 2018 글로벌 사모대출 및 사모주식 서밋 소개

유럽 뱅크론 시장: 불확실한 세계에서의 안전, 연륜 및 안정성- 오랜기간을 통해 확립된 전문가, 호의적 시장 원동력을 지닌 사모 자산 클래스

현재 사모부채시장의 투자 환경- 레코드펀드레이징 및 높은 평가의 영향- 레버리지 대출 및 사모주식과 같은 대체자산과 사모대출의 비교- 잠재적 불황의 영향

Time

ProgramTopic

Ki Woong KimCEO

The Korea Economic Daily

Page 7: Private Debt & Private Equityplan.medone.co.kr/51_asksummit/data/2018_PD.pdf · 2019. 7. 1. · May 2014 Private Debt & Private Equity November 2013 Real Estate May 2013 Private Equity

Time

ProgramTopic

Jon FoxPartner

Värde Partners

François LacostePartner, Head of Private Debt

Idinvest Partners

Andy BrownPartner, Macro & Strategy

ShoreVest Capital Partners

Scott CollinsManaging Director and Chief Operating Officer

Summit Partners

Bob ConradsCEO, CIO & Co-Founder

Colchis Capital Management, L.P.

10:20~10:45

10:45~11:00

11:20~11:45

12:05~12:30

13:30~13:55

11:45~12:05

Benefits of Investing European Direct Lending versus Other Private Credit Strategies in Europe

Continental European Lower Mid-Market Private Debt

Risk and Returns in Chinese Credit

Innovation in Growth Equity Investing - Thematic, Sector-Driven Idea Generation - Proactive, Technology-Enabled Sourcing - Collaborative Post-Deal Support

유럽직접대출 투자 이점 vs. 기타 유럽 사모 크레딧 전략

유럽 대륙의 중소·중견기업 사모 사채 시장

중국 신용상품의 위험과 그 수익

혁신적인 성장주식투자전략 - 테마와 섹터 중심의 아이디어 개발 - 능동적인 기술 기반 소싱 - 협업 거래 후 지원

Distressed Investing 10 Years After the Global Financial Crisis - How has Distressed Investing Evolved in the Past 10 Years and What’s Next? - Experience of LPs and GPs in Distressed - Global Cycles vs Specific Cycles

New Opportunities in Private Debt - Digital Loans - Benefits of Diversifying Your Private Debt Portfolio with Short Duration, Small Ticket Loans - Digital Loans - Technology Enabled Short Duration Loans - Evolution of Technology Enabled Private Debt Market

글로벌 금융위기 10년, 부실자산 투자전략 - 지난 10년동안 부실자산 투자는 발전했왔으며 다음 단계는? - LP 와 GP의 부실자산 경험 - 글로벌 사이클 대 특정 사이클

사모대출투자 시장에서의 새로운 기회 - 디지털 대출 - 사모대출 포트폴리오를 소규모 단기대출로 분산운용할 때의 기대효과 - 디지털 대출 - 기술 기반으로 생성되는 단기대출 - 기술기반 사모대출 시장의 진화 방향

Networking Coffee Break11:00~11:20

Lunch12:30~13:30

Jean-Baptiste FeatCo-Head of Private Debt

Tikehau Capital

Page 8: Private Debt & Private Equityplan.medone.co.kr/51_asksummit/data/2018_PD.pdf · 2019. 7. 1. · May 2014 Private Debt & Private Equity November 2013 Real Estate May 2013 Private Equity

Time

ProgramTopic

Alex SchmidCEO

ESO Capital Partners

13:55~14:10

Networking Coffee Break

Hans-Jörg BaumannPartner, Chairman of StepStone Private Debt

& StepStone Hedge Funds StepStone Group

Mikkel SckerlPortfolio Manager, Partner

Capital Four Management

Brett HickeyCEO & Founder

Star Mountain Capital

14:40~14:55

14:55~15:10

15:10~15:30

16:00~16:15

Return Premium in Private Debt Power of Data – Knowledge and Portfolio Impact

Private Debt Opportunities in the U.S. Lower Middle-Market

사모부채의 수익 프리미엄 데이터의 힘 - 지식 및 포트폴리오 영향

미국 중소·중견기업 사모부채시장 투자 기회

Nordic and Northern European Lower Mid-Market Private Debt

북유럽 중소·중견기업 사모사채시장

European Lower Mid Market Opportunistic Credit

유럽 중소·중견기업 시장 기회포착형 신용자산투자

14:10~14:40

James PassSenior Managing

DirectorGuggenheim Investments

Susan LeePartner, Hedge Fund & Private

Credit Research AnalystAlbourne Partners

François LacostePartner, Head of

Private DebtIdinvest Partners

Scott CollinsManaging Director and Chief Operating Officer

Summit Partners

Craig MacDonaldPrincipal

HarbourVest Partners

GP Panel < Private Debt and Equity Market Perspective >

15:30~16:00

Young Sin JeongGlobal Alternative Investment

Team, Head of TeamTeachers’ Pension

Jinman KimHead of Korea

Pantheon

Ki Pum KimTeam Manager

The Military Mutual Aid Association

Woncheol SuhHead of Private Market

Investment DivisionGovernment Employees

Pension Service

LP Panel

Moderator

Moderator Panelists

Panelists

Page 9: Private Debt & Private Equityplan.medone.co.kr/51_asksummit/data/2018_PD.pdf · 2019. 7. 1. · May 2014 Private Debt & Private Equity November 2013 Real Estate May 2013 Private Equity

Hyun Seok ChunHead of Private Equity

Public Officials Benefit Association

Juan Delgado-MoreiraHead of International

Hamilton Lane

Ron RawaldHead of International Real Estate and

Senior Managing DirectorCerberus

16:35~17:05

17:55~18:10

18:10~18:25

18:25~18:50

ESG Investment

European NPL Opportunity

사회책임 투자 (ESG)

유럽의 무수익여신(NPL) 시장 기회

Jon FoxPartner

Värde Partners

Andrew BoughenDirector, Leveraged Finance

M&G Investments

Sungji AnPrincipal

Hamilton Lane

Andy BrownPartner, Macro & Strategy

ShoreVest Capital Partners

Jaewoo ShimManaging Director

Clearwater Capital Partners

Networking Coffee Break17:05~17:25

Hyung Don ChoeHead of Global Private EquityNational Pension Service

Elizabeth OhHead of Investments

Advisory, KoreaMercer

Jae-Won ShinDirector of Private Equity

Korea Investment Corporation

Hamish MairManaging Director, Head of

Private EquityBMO Global Asset

Management

16:15~16:35

The Case for European Lower Mid-Market Private Equity - Overview and Introduction - Beneficial Attributes of the European Lower Mid-Market - Different Ways of Accessing the European Lower Mid-Market

유럽 중소·중견기업 사모주식 투자의 사례 - 개요 및 소개 - 유럽 중소 시장의 유익성 - 유럽 중소 시장의 다양한 접근 방법

Time

ProgramTopic

GP Panel < Global and Chinese Credit Market Perspective >

17:25~17:55

Shin KimPartner

StepStone Group

Taebok KangSenior Manager

The Korean Teachers' Credit Union

Chi Yeon HwangGeneral Manager

Korea Scientists & Engineers Mutual-Aid

Association

Woong HwangInvestment Manager

KB Insurance

LP Panel

LP Panel

Moderator

Moderator

Moderator

Panelists

Panelists

Panelists

Page 10: Private Debt & Private Equityplan.medone.co.kr/51_asksummit/data/2018_PD.pdf · 2019. 7. 1. · May 2014 Private Debt & Private Equity November 2013 Real Estate May 2013 Private Equity

Mr. Pass joined Guggenheim in 2009 and is responsible for the research, development and implementation of debt and equity investments in infrastructure. He serves on several LP Advisory Committees for global infrastructure funds, in particular in the Arctic and Europe. Since 1986, he has been involved in financing, advising and operating assets, ranging from airports to power plants, health care facilities and student housing complexes. Mr. Pass has been featured in the World Economic Forum, the White House Business Council, the Milken Institute Global Conference and Bloomberg. Prior to Guggenheim, Mr. Pass was a Managing Director at RBC Capital Markets. He earned his B.A. from the Univ. of Pennsylvania.

James Pass는 2009년 구겐하임 (Guggenheim)에 합류하여 인프라 부채 및 지분 투자의 연구, 개발 및 시행을 담당하고 있다. 그는 글로벌 인프

라 펀드, 특히 북극 및 유럽의 여러 자문위원회 (LP Advisory Committees)에서 활동하고 있다. 1986년부터 공항, 발전소, 의료 시설 및 학생 기숙

사에 이르기까지 자산 금융, 자문 및 운영에 관여했다. 그는 세계 경제 포럼, 백악관 비즈니스 협의회, 밀켄 연구소 글로벌 컨퍼런스 및 블룸버그

에서 소개되었다. 구겐하임 이전에는 RBC 캐피탈 마켓 (RBC Capital Markets)의 Managing Director로 근무했다. 그는 펜실베니아 대학에서 학사

학위를 취득했다.

Panelist

Mr. Fenelon is a Director in Guggenheim’s Corporate Credit Group and portfolio manager on the Private Debt Strategy. Mr. Fenelon joined Guggenheim in 2013, as a senior team member focused on private debt. Prior to joining Guggenheim, Mr. Fenelon was at Black Canyon Capital, making investments and managing a portfolio of debt and equity assets in the middle market. Mr. Fenelon has also worked at AEA Investors in their private debt group and as an analyst at Peter J. Solomon Company in New York. Mr. Fenelon holds B.A.’s in Economics and Political Science from the University of Chicago and received his MBA from the Anderson School of Management at UCLA.

Tyler Fenelon은 구겐하임 (Guggenheim)의 기업신용그룹의 Director이며 사모대출 전략의 포트폴리오 매니저이다. Fenelon은 사모 대출에 초점을

맞춘 수석 팀원으로 2013년 구겐하임에 합류했다. 구겐하임에 합류 전 그는 블랙 캐넌 캐피탈 (Black Canyon Capital)에서 미들 마켓의 부채 및

지분 자산 포트폴리오 관리 및 투자를 진행했다. Fenelon은 또한 사모대출 그룹의 AEA 인베스터스 (AEA Investors)와 뉴욕의 피터 J. 솔로몬 컴퍼

니 (Peter J. Solomon Company)에서 애널리스트로 활동했다. 그는 시카고 주립대 (University of Chicago)에서 경제학 및 정치학 학사 학위를 취득,

UCLA의 앤더슨 경영대학원 (Anderson School of Management)에서 MBA를 취득했다.

Speaker

Andrew has over 29 years of investment experience including over 20 years in the leveraged finance market first at Lloyds Bank before joining M&G Investments in 2001, where since 2006 he has managed a range of segregated and pooled market value loan and multi-asset funds. He has played a key role in the development of the leveraged finance teams at both Lloyds and M&G; prior to taking his current fund management role he was primarily responsible for the sourcing, analysis, structuring and execution of leveraged loan propositions at arranger, sub-underwriting and participant levels. Andrew holds professional qualifications with the Chartered Institute of Bankers and the Association of Corporate Treasurers.

Andrew Boughen은 로이드 은행 (Lloyds Bank)에서 20년 이상의 레버리지 금융 시장의 경력을 시작으로 29년 동안 투자 이력을 쌓았으며 2001

년 M&G 인베스트먼트 (M&G Investments)에 합류했다. 2006년부터는 시장 가치 론 및 멀티 에셋 펀드를 운용하고 있다. 그는 로이드와 M&G의

레버리지 금융 팀 개발에 핵심적인 역할을 담당했다. 현재의 펀드 운용 역할을 수행하기 전에 그는 어레인저, 서브 언더라이팅 및 참가자 레벨에

서 레버리지 론 제안의 소싱, 분석, 구조화 및 집행의 책임을 맡았다. Andrew는 영국은행가공인협회 (Chartered Institute of Bankers)와 기업 회계

협회 (Association of Corporate Treasurers)의 전문 자격을 보유하고 있다.

Speaker & Panelist

Speaker Biography

François Fillon joined Tikehau Capital in 2017 as a Partner.In 2007, Mr Fillon was appointed to Prime Minister of France by President Nicolas Sarkozy and served in that position until the defeat to Mr. François Hollande in the 2012 presidential elections. In June 2012, Mr. Fillon was elected as Member of Parliament for the 2nd district of Paris. In November 2016, he won the primary race that designate the right-wing candidate for the 2017 French presidential election and finished third in the first round.Mr. Fillon holds a Master’s degree in public law from University of Maine in Le Mans; a Master of Advanced Studies in public law from Paris Descartes University; and also a Master of Advanced Studies in international law from Foundation Nationale des Sciences Politiques.

François Fillon은 2017년 티케하우 캐피탈 (Tikehau Capital)에 파트너로 합류했다.

2007년에 그는 Nicolas Sarkozy 대통령에 의해 프랑스 총리로 임명되었으며, 2012년 대통령 선거에서 François Hollande에게 패배 할 때까지 직

책을 수행했다. 2012년 6월, 그는 파리 2지구의 의회 의원으로 선출 되었다. 2016년 11월, 그는 2017년 프랑스 대통령 선거에 1위 우익 후보로 지명

되었으며 1차 레이스에서 3위를 했다.

르망의 메인 대학 (University of Maine)에서 공법학 석사를, 파리 데카르트 대학 (Paris Descartes University)에서 공법학 석사 (Advanced Studies)

를, 그리고 국립정치학재단 (Foundation Nationale des Sciences Politiques)에서 국제법 석사 (Advanced Studies) 학위를 취득했다.

Keynote Speaker

François FillonPartner, Tikehau Capital

Tikehau Capital

Andrew BoughenDirector, Leveraged Finance

M&G Investments

Tyler FenelonDirector, Private Debt

Guggenheim Investments

James PassSenior Managing Director

Guggenheim Investments

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Scott joined Summit Partners in 1996. He currently co-leads the firm’s U.S. technology team and serves as Chief Operating Officer. Scott founded the firm's London office in 2001, which he managed through 2016. At Summit Partners, Scott has made investments in – and served as a board director for – more than 25 companies. Previously, Scott worked as a strategy consultant with McKinsey & Company and served in a variety of U.S. federal government positions, including at the White House and Department of Justice. Scott holds an A.B. in economics from Harvard University and a J.D. from Harvard Law School.

Scott Collins는 1996년에 서밋 파트너스 (Summit Partners)에 합류했으며 현재 회사의 미국 테크놀로지 팀과 최고운영책임자 (Chief Operating

Officer)를 공동으로 맡고있다. 그는 2001년에 런던 사무소를 설립, 그리고 2016년까지 운영했다. 서밋 파트너스에서 Scott은 25개 이상의 회사에

투자 및 이사회 이사로 재직했다. 이전에는 맥킨지 앤드 컴퍼니 (McKinsey & Company)에서 전략 컨설턴트로 재직했으며 백악관 및 법무부를 비

롯한 다양한 미국 연방 정부 직책을 수행하였다. Scott은 하버드대학 (Harvard University)에서 경제학 학사를, 하버드법대 (Harvard Law School)

에서 법학 박사를 취득했다.

Speaker & Panelist

Andy Brown is a Partner of ShoreVest Capital, a distressed debt and structured credit specialist in China. Having participated as a hedge fund investor and a top-ranked banks analyst throughout multiple distressed cycles, Andy brings 28 years of global banking experience to ShoreVest. His experience includes senior executive roles in the investment banking industry, including Global Head of Banks Research at Morgan Stanley, and many years in the hedge fund industry, including CIO of Cheyne Capital Asia. Andy did MBA work at the University of Richmond, and obtained a BS in Finance from Virginia Tech. He is a CFA charter holder.

Andy Brown은 중국의 부실 채권 및 구조화 신용 전문가인 쇼어베스트 캐피탈 (ShoreVest Capital)의 파트너이다. 헤지 펀드 투자자 및 부실채권

사이클에 일류 은행 분석가로서 참여한 그는 쇼어베스트에 28년의 글로벌 투자은행 경력을 제공 하고 있다. 그는 모건 스탠리 (Morgan Stanley)

의 글로벌 뱅크 리서치 Head와 같은 투자 은행 업계의 선임 임원 역할을 수행 및 셰인 캐피탈 아시아 (Cheyne Capital Asia)의 CIO와 같은 헤지

펀드 업계에서 오랜 경력을 보유하고 있다. Andy는 리치몬드 대학 (University of Richmond)에서 MBA, 버지니아 공대 (Virginia Tech)에서 재무 학

사 학위를 취득했다. 그는 CFA 취득자이다.

Speaker & Panelist

Jon Fox is a Partner and Global Head of Business Development and Investor Relations. Joined in 2013, he is a member of the firm’s Investment Committee as well as Senior Leadership Committee.Jon leads the global team responsible for developing relationships with and serving investors across the globe. He also leads the product development function for the firm to deliver opportunities across Värde’s platform and strategies in order to help investors achieve their goals. In addition, Jon oversees communications and public affairs for the firm.Jon received a B.A. in Political Science from the University of Colorado and an M.B.A. from Columbia Business School.

Jon Fox는 파트너이자 비즈니스 개발과 IR의 Global Head이다. 2013년에 합류 한 그는 회사의 투자위원회 및 수석 리더십위원회의 구성원이다.

Jon은 전 세계 투자자와의 관계를 발전시키고 투자자를 지원하는 글로벌 팀을 이끌고 있다. 그는 또한 회사가 고객의 목표수익에 달성할 수 있도

록 바르데 (Värde)의 플랫폼과 전략과 같은 기회를 제공하는 상품 개발을 이끌고 있다. Jon은 회사의 커뮤니케이션 및 홍보 업무를 감독한다. 그는

콜로라도 대학 (University of Colorado)에서 정치학 학사를, 콜롬비아 경영대학원 (Columbia Business School)에서 M.B.A.를 취득했다.

Speaker & Panelist

Speaker Biography

François Lacoste is Partner in charge of the Private Debt activity. He is also a member of Idinvest’s Executive and Investment Committees. Prior to joining Idinvest Partners in 2008, François Lacoste worked in the Acquisition & Leverage Finance business at Fortis Bank, in France and Belgium, after having launched the Acquisition Finance department in France. He began his career in the Acquisition Finance department of Banque Worms (Deutsche Bank group). François holds a degree from Paris-Dauphine University (Master II degree in Banking and Finance).

François Lacoste는 사모대출을 담당하는 파트너이다. 또한 그는 아이디인베스트 (Idinvest)의 집행 및 투자위원회의 구성원이다. 2008년 아이디인

베스트 파트너스 에 합류하기 전 François Lacoste는 프랑스에서 인수 금융 부서를 시작한 후 프랑스와 벨기에의 포티스 은해 (Fortis Bank)에서 인

수 및 레버리지 금융 업무를 담당했다. 그는 도이체방크그룹 (Deutsche Bank)의 웜즈 은행 (Banque Worms) 내의 인수 금융 부서에서 경력을 쌓

기 시작했다. François는 파리도핀 대학 (Paris-Dauphine University)에서 학위를 취득했다 (은행 및 금융 석사 학위).

Speaker & Panelist

Jon FoxPartner

Värde Partners

Andy BrownPartner, Macro & Strategy

ShoreVest Capital Partners

François LacostePartner, Head of Private Debt

Idinvest Partners

Scott CollinsManaging Director and Chief Operating Officer

Summit Partners

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Bob is the Co-Founder of Colchis responsible for all investment decisions. Prior to Colchis, Bob spent twelve years as a Senior Partner with McKinsey & Co., six years as a Managing Director and Global Head of Technology for Non Japan Asia and Israel with Credit Suisse First Boston, and eight years as a Private Equity/Venture Capital Investor and Senior Partner with Sienna Ventures. With more than 40 years of experience, Bob has served on several Boards of private and public companies globally and is an active investor and advisor. Bob received his B.S. and M.S. in Physics from Georgian Institute of Technology and received his MBA from Harvard Business School.

Robert Conrads는 콜치스의 공동창립자이며 모든 투자활동을 총괄한다. 콜치스 창립전까지 그는 맥킨지 (McKinsey & Co.)에서 12년간 시니

어 파트너로서, 직전에는 크레딧 스위스 (Credit Suisse First Boston)에서 6년간 아시아지역 투자은행 임원으로서, 또한 그 전에는 시엔나 벤처스

(Sienna Ventures)에서 8년간 벤처투자를 담당하는 시니어 파트너로서 각각 근무하였다. 그는 40년 이상의 전문경험을 토대로 전세계 여러 상장/

비상장회사의 이사회에 참여하여 왔고, 현재도 투자자이자 자문역으로 활동하고 있다. 조지안 공대 (Georgian Institute of Technology)에서 물리학

으로 학사 및 석사를, 그리고 하버드 비즈니스 스쿨 (Harvard Business School)에서 MBA를 각각 취득하였다.

Speaker

Ron Rawald joined Cerberus in 2006, working in the Frankfurt and London offices as the Head of European Real Estate focusing on property and non-performing loans. In 2017, after 13 years in Europe, he returned to New York to assume his current role. Before Cerberus, Mr. Rawald was with Fortress Investment Group from 2004 to 2005 in Germany. He was a founding partner of Aetos Capital, a fund manager investing in Japanese assets, from 2001 to 2004. Mr. Rawald lived in Tokyo from 1998 to 2003, and helped develop Morgan Stanley’s Special Situations Group. From 1991 to 1998, he worked in New York at Merrill Lynch in trading and real estate portfolio management and at TIAA/CREF from 1989 to 1991. He started with Equitec Properties in 1986 in Indianapolis.

Ron Rawald는 2006년 서버러스 (Cerberus)에 입사하였으며 Head of European Real Estate로 프랑크푸르트 및 런던 지사에서 부동산 및 부실

채권을 중점적으로 담당했었다. 유럽에서 13년을 보낸 후 2017년에 그는 뉴욕으로 돌아와 현재의 역할을 맡았다. 서버러스 합류 전 그는 2004

년부터 2005년까지 독일의 Fortress Investment Group에서 근무했었다. 2001년부터 2004년까지는 일본 자산 투자에 중점을 둔 펀드 운용사인

Aetos Capital의 설립 파트너로 지냈다. Rawald는 1998년부터 2003년까지 도쿄에 살면서 Morgan Stanley의 Special Situations Group의 개발을

도왔다. 1991년부터 1998년까지 뉴욕의 Merrill Lynch 에서 거래 및 부동산 포트폴리오 관리를 담당, 1989년부터 1991년까지 TIAA / CREF에서 근

무했다. 그는 1986년 Indianapolis에서 Equitec Properties에서 경력을 시작했다.

Speaker

Hamish Mair has 30 years of investment experience, over a quarter of a century of which is in private equity. Hamish oversees all eight fund programmes that BMO Private Equity manages and, specifically, is lead manager of the London Stock Exchange listed F&C Private Equity Trust plc. Hamish began his career as an investment analyst with Robert Fleming Asset Management, then moved on to Martin Currie Investment Management, becoming a Director, where his responsibilities included small companies and Far Eastern equities. Hamish is a graduate of Aberdeen University and Edinburgh University.

Hamish Mair는 30년의 투자 경험을 보유하고 있으며 25년 이상 사모펀드에 투자하고 있다. Hamish는 BMO 프라이빗 에쿼티 (BMO Private

Equity)가 관리하는 8개 펀드 프로그램을 총괄하며 특히 런던 증권 거래소에 상장 된 F&C 프리이빗 에쿼티 트러스트 (F&C Private Equity Trust

plc)의 수석 매니저이다. Hamish는 로버트 플레밍 자산운용 (Robert Fleming Asset Management)의 investment analyst로 경력을 시작한 후 마틴

커리 인베스트먼트 매니지먼트 (Martin Currie Investment Management)의 Director로 이직 후 소기업 및 극동 지역 주식을 담당했다. Hamish는 에

버딘 대학 (Aberdeen University)과 에딘버러 대학 (Edinburgh University)에서 학위를 취득했다.

Speaker

Speaker Biography

Jean-Baptiste Feat joined Tikehau Capital in 2008 as Co-Head of the Private. Mr. Feat developed the mezzanine debt business and then the broader Private Debt division, which he has co-managed since 2013 in the Group. Mr. Feat began his career in mergers and acquisitions at Citigroup in 2001 and then at Goldman Sachs from 2005 onwards. Mr. Feat holds a Master’s degree in Accounting and Finance from EDHEC Business School in Paris; and a postgraduate diploma in Accounting and Finance from London School of Economic and Political Science.

Jean-Baptiste Feat는 2008년 사모대출 Co-Head로 티케하우 캐피탈 (Tikehau Capital)에 합류했다. 그는 2013년부터 그룹의 메자닌 대출 사업

을 확장한 후 사모 대출 부서를 같이 이끌었다. Jean-Baptiste는 2001년 시티그룹 (Citigroup)의 인수 합병 부서에서, 2005년부터는 골드만삭스

(Goldman Sachs)에서 경력을 쌓기 시작했다. 그는 파리의 EDHEC 경영대학원 (EDHEC Business School)에서 회계 및 금융 석사 학위를, 런던정

치경제 대학 (London School of Economic and Political Science)에서 회계 및 금융 석사 학위를 취득했다.

Speaker

Hamish MairManaging Director,

Head of Private EquityBMO Global Asset

Management

Jean-Baptiste FeatCo-Head of Private Debt

Tikehau Capital

Ron RawaldHead of International

Real Estate and Senior Managing Director

Cerberus

Bob ConradsCEO, CIO & Co-Founder

Colchis Capital Management, L.P.

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Juan is a Managing Director and Head of International at Hamilton Lane, based in Hong Kong, where he oversees the firm’s Asian and European investment activities and client relationships. Prior to joining Hamilton Lane in 2005, Juan was an Investment Manager at Baring Private Equity Partners in London, where he focused on mid-market private equity in Europe. Previously, Juan was a lecturer and Fulbright Scholar at Stanford University. Juan received a Ph.D. in Research Methods/statistics and a B.A. in Political Science and Sociology from the Universidad Complutense de Madrid, Spain. He is a member of the CFA Institute.

Juan Delgado-Moreira는 헤밀턴 레인 (Hamilton Lane)의 매니징 디렉터이며 글로벌 총괄이다. 그는 홍콩에서 근무하며 아시아 및 유럽 전역의

투자 기회 및 고객 관리를 감독하고 있다.

2005년 헤밀턴 레인에 입사하기 이전, 런던 베어링 프라이빗 파트너스 (Baring Private Partners)의 운용역이었으며, 유럽의 미드마켓 투자기회

에 초점을 두었다. 그 이전에 Juan은 스탠포드 대학 (Stanford University)의 강연자 및 풀브라이트(Fullbright) 장학사였다. Juan은 Universidad

Complutense de Madrid, Spain에서 연구학/통계 박사학위, 정치과학 및 사회학 학사 학위를 취득하였다. 그는 공인재무분석가로 공인재무분석가

협회 (CFA Institute) 회원이다.

Speaker

Mikkel joined Capital Four Management from Saxo Bank in 2013. While at Saxo Bank Mikkel was initially responsible for the bank’s corporate finance and debt advisory business and subsequently for its loan origination. Prior to Saxo Bank Mikkel spent 8 years with Citibank, primarily based in London, where he as a Director and Senior Credit Officer held responsibility for a portfolio of the bank’s leveraged loan and stressed/distressed private debt in EMEA. Mikkel holds an MS in Finance & Economics from Warwick Business School & University of Warwick and an MS in Economics from University of Copenhagen.

Mikkel Sckerl은 2013년 삭소 은행 (Saxo Bank)에서 캐피탈포 매니지먼트 (Capital Four Management)로 합류했다. 삭소 은행에서 그는 은행의 기

업 금융 및 부채 자문 사업을 시작으로 이후 대출을 담당했다. 삭소 은행에 합류하기 전 Mikkel은 런던의 시티 은행 (Citibank)에서 8년 동안 근무

했으며, Director 및 선임 신용 책임자로 EMEA에서 은행의 레버리지 대출 및 스트레스/부실 사모대출 포트폴리오를 담당했다. 그는 워릭경역대학

원과 워릭 대학에서 금융학과 경제학 석사를, 코펜하겐 대학에서 경제학 석사 학위를 취득했다.

Speaker

Speaker Biography

Alex is CEO, Co-CIO and Founder of ESO. With over 25 years of illiquid investment experience across Europe, his insight and experience is invaluable across all divisions of the firm. He is actively involved in the sourcing and underwriting of new deals and is a member of the firm’s Investment Committee. Prior to founding ESO, Mr. Schmid was Managing Director and Head of Europe at DB Zwirn (London). He is fluent in German. BSE, Wharton School at University of Pennsylvania.

Alex Schmid는 CEO, Co-CIO이며 ESO의 설립자이다. 유럽 전역에서 25년 이상 비유동적 자산 투자 경험을 바탕으로 한 그의 통찰력과 경험

은 회사의 모든 부문에서 매우 중요한 역할을 하고 있다. 그는 소싱 및 새로운 거래에 적극적으로 관여하고 있으며 회사 투자위원회 (Investment

Committee)의 구성원이다. ESO를 설립하기 전에 Schmid는 런던의 DB Zwirn에서 유럽의 Head 및 Managing Director로 역임했다. 그는 독일어에

능통하며 펜실베니아 대학의 와튼 스쿨에서 경제학 학사를 취득했다.

Speaker

SungJi (Steve) is a Principal and Director of Business Development and Relationship Management Group, overseeing the firm’s Seoul office, where he is primarily responsible for business development and client servicing for Korea-based clients. Prior to joining Hamilton Lane in 2014, SungJi worked for Neuberger Berman and Mercer Investment Consulting in Seoul. SungJi received a B.A. from Yonsei University in Korea, and he is a native Korean speaker. Also, he passed AICPA (American Institute of Certified Public Accountants) exam in 2010.

안성지 상무는 비즈니스 개발 및 고객 관리 그룹 일원으로 서울 사무소를 관장하며 한국 고객을 대상으로 비즈니스 개발 및 고객 서비스를 주로

담당하고 있다. 그는 2014년 해밀턴 레인 (Hamilton Lane)에 합류하기 전 서울의 뉴버거버먼 (Neuberger Berman)과 머서 인베스트먼트 컨설팅

(Mercer Investment Consulting)에서 근무했다. 연세대학교에서 학사를 취득했으며 2010년 AICPA (미국 공인 회계사 협회) 시험에 합격했다.

Moderator

Alex SchmidCEO

ESO Capital Partners

Mikkel SckerlPortfolio Manager, Partner

Capital Four Management

Juan Delgado-MoreiraHead of International

Hamilton Lane

Sungji AnPrincipal

Hamilton Lane

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Jaewoo Shim joined Clearwater in 2002 and is a member of the Firm’s Investment and Management Committees. Since establishing the Korea office, he has played a key role in building Clearwater’s Korea presence, including the investment of more than $500 million across 40 transactions in the region. Mr. Shim is a CFA charterholder, holds a master of business administration degree in Finance and Accounting from New York’s Stern School of Business and holds a bachelor of arts degree in Business Administration from Yonsei University.

심재우 대표는 2002년 클리어워터 (Clearwater)에 합류하였으며 회사의 투자 및 관리위원회의 위원이다. 한국 지사를 설립 한 이래 이 지역에서 5

억 달러 이상을 40건의 거래로 투자하는 등 클리어워터의 한국 지사 정착에 핵심적인 역할을 담당해 왔다. CFA 취득자이며 뉴욕 대학 (New York

University)의 스턴 비즈니스 스쿨 (Stern School of Business)에서 금융 및 회계학 MBA를, 연세대학교에서 경영학 학사 학위를 취득했다.

Panelist

Mr. Kim is a member of StepStone’s Asia team, and focuses on both investments (primary funds and co-investments) and business development in the region. Prior to StepStone, he was the Head of Private Equity at Asian Development Bank, investing in funds of PE, VC and infrastructure across the Asian emerging market from 2006. Prior to ADB, he worked at El Paso Corporation and a Korean conglomerate in the energy industry from 1990’s. Mr. Kim graduated with a BBA from Sogang University in Korea and an MBA from the Tuck School of Business at Dartmouth College in the US.

김무신 대표는 스텝스톤 (StepStone) 아시아 팀의 일원이며 기본 펀드 및 공동 투자, 그리고 사업 개발에 중점을 두고 있다. 스텝스톤 이전에는 아

시아개발은행 (Asian Development Bank)의 Head of Private Equity로 2006년부터 아시아 신흥 시장의 PE, VC 및 인프라 펀드에 투자했다. 아시

아개발은행 이전에는 엘파소 (El Paso Corporation)와 한국의 에너지 산업 대기업에서 1990년대부터 근무했었다. 서강대학교에서 BBA 학사를, 미

국 다트머스 대학 (Dartmouth College)의 턱 경영대학원 (Tuck School of Business)에서 MBA를 취득했다.

Moderator

Brett Hickey is the founder and CEO of Star Mountain Capital, a specialized asset management firm focused exclusively on the lower middle-market through direct and fund investments. Brett has been investing in the U.S. lower middle-market for nearly 15 years and began his career as an investment banker at Salomon Smith Barney. He serves on the Board of Governors for the Small Business Investor Alliance (SBIA), the Harvard Alumni Entrepreneurs Association of NY and is a member of the Young Presidents' Organization (YPO). Brett is a graduate of McGill University and Harvard Business School's Owner/President Management Program.

Brett Hickey는 중소기업 시장에 직접 및 펀드를 통한 투자에 중점을 둔 전문 자산 운용사인 스타 마운틴 캐피탈 (Star Mountain Capital)의 설립자

이자 CEO이다. Brett은 약 15년 동안 미국 중소기업 시장에 투자해 왔으며 살로몬 스미스 바니 (Salomon Smith Barney)에서 투자 은행가로 경력

을 시작했다. 그는 뉴욕의 하버드 동문 기업가 협회 및 중소기업 투자자 협회 (Small Business Investor Alliance)의 이사회 멤버이며 젊은경영인협

회 (Young Presidents’ Organization)의 회원이다. 그는 맥길대학 (McGill University)과 하버드 경영대학원 (Harvard Business School)의 소유/경

영관리 프로그램을 졸업했다.

Speaker

Speaker Biography

Mr. Baumann* is the chairman of StepStone Private Debt and StepStone Hedge Funds. As member of the management team he is responsible for business development activities. He also is the chairman of the Swiss Alternative Investments Circle (SFAMA). Before founding Swiss Capital Alternative Investments AG, Mr. Baumann was a key function holder, head of trading and sales fixed income Switzerland for UBS. He was also a member of UBS’s global trading and sales management board in Zurich. Mr. Baumann received his MBA from the University of Zurich.* Employee of Swiss Capital Alternative Investments AG – an affiliate of StepStone Group LP

Hans-Jörg Baumann*은 스텝스톤 (StepStone) 사모대출과 헤지펀드의 회장이다. 경영 팀의 일원으로 사업 개발 활동을 책임지고 있다. 그는 Swiss

Alternative Investments Circle (SFAMA)의 회장이기도 하다. 스위스 캐피탈 대체투자 (Swiss Capital Alternative Investments AG)를 창립하기 전 그

는 스위스 UBS의 거래 및 판매 채권 부서의 대표를 역임했다. 그는 취리히 에있는 UBS의 글로벌 거래 및 판매 관리 이사회 멤버이기도 했었다.

그는 취리히 대학 (University of Zurich)에서 MBA를 취득했다. *Swiss Capital Alternative Investments AG의 소속 - Stepstone Group LP의 계열

Speaker

Hans-Jörg BaumannPartner, Chairman of

StepStone Private Debt & StepStone Hedge Funds

StepStone Group

Shin KimPartner

StepStone Group

Brett HickeyCEO & Founder

Star Mountain Capital

Jaewoo ShimManaging DirectorClearwater Capital

Partners

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Elizabeth Oh is a Principal and Head of investment advisory for Korea, within Mercer’s Investments business. She is responsible for heading investment advisory development with Korean institutional clients and leveraging the company’s global investment services product offering on their behalf. Elizabeth brings to Mercer her long term experience in asset management, retirement business and institutional investor relationship management, serving institutions in Korea and Japan. Prior to joining Mercer, she was at Citibank Investor Services in Hong Kong for 6 years as Director, Regional Client Sales Manager with responsibility for developing the firms business in Korea and Japan. She also has extensive experience in the investment field and has worked for several financial institutions such as Mizuho Corporate Bank and Daiwa Securities.

오은정 본부장은 머서 (Mercer) 투자 사업부의 Principal 및 한국 투자 자문사의 Head이다. 그녀는 한국의 기관 고객과의 비즈니스 개발, 그리고

회사의 글로벌 투자 서비스 상품을 책임지고 있다. 오은정 본부장은 머서에 자산 관리, 퇴직 사업 및 기관 투자자 관계 관리의 오랜 경력을 바탕

으로 한국 및 일본의 기관에 서비스를 제공하고 있다. 머서에 합류 전에는 6년간 홍콩 시티은행 투자자 서비스 (Citibank Investor Services)에서

Director 및 Regional Client Sales Manager로 근무하며 한국 및 일본을 대상으로 비즈니스를 개발했다. 그녀는 또한 투자 분야에서 풍부한 경험

을 가지고 있으며 미즈호코퍼레이트 은행 (Mizuho Corporate Bank) 및 다이와 증권 (Daiwa Securities)과 같은 회사에서 근무했었다.

Moderator

Jinman represents Pantheon’s client relationship management and business development in South Korea. Prior to joining Pantheon, Jinman worked on the principal investment and M&A advisory teams at Macquarie focusing on power, utility, telecommunications and renewable energy. Prior to that, he was responsible for institutional sales in UBS. Before that, he worked in various investment projects throughout China and Europe in IFC. He started his career as a system engineer at Samsung SDS where he developed programs for Samsung Electronics and Samsung Securities. Jinman holds a MBA from London Business School and a BSc in Aerospace Engineering from Seoul National University.

김진만 대표는 한국에서 판테온 (Pantheon)의 고객 관계 관리 및 비즈니스 개발을 담당하고 있다. 판테온에 합류하기 전 그는 맥쿼리의 principal

investment 와 M&A advisory 팀에서 전력, 유틸리티, 통신, 그리고 재생 에너지를 중점으로 일했다. 그 전에는 UBS의 기관 판매를 담당했으며, 또

한 IFC에서 중국과 유럽 전역의 다양한 투자 프로젝트에 참여했다. 그는 삼성SDS에서 시스템 엔지니어로 경력을 시작하여 삼성전자 및 삼성증권

프로그램을 개발했다.김진만 대표는 런던 비즈니스 스쿨에서 MBA를, 서울 대학교에서 우주 공학 학사를 취득했다.

Moderator

Speaker Biography

Craig MacDonald joined HarbourVest in 2005 in Boston and transferred to London in 2009. He focuses on originating, evaluating, and executing direct co-investments in growth equity and buyout transactions, primarily in Europe and has worked on investments including Flexera Software, Paris Re, Photobox, Sepaton, and Xpressdocs. Craig joined the Firm from Morgan Stanley in New York where he was an analyst focusing on consumer finance. Craig’s prior experience also includes investment banking analyst positions with Citigroup Global Markets in New York and London.Craig received a BA in Political Science and Information Systems (with honors and distinction) from the University of North Carolina, Chapel Hill in 2001, where he was a Morehead Scholar.

Craig MacDonald는 2005년 보스턴의 하버베스트 (HarbourVest)에 합류하여 2009년 런던으로 전근했다. 그는 주로 유럽에서의 성장 주식 및 인

수 거래에 대한 직접 및 공동 투자의 출범, 평가 및 집행에 중점을 두고 있으며 플렉세라 소프트웨어 (Flexera Software), 파리 리 (Paris Re), 포토

박스 (Photobox), 세파톤 (Sepaton) 및 엑스프레스닥 (Xpressdocs) 등에 투자했다. Craig는 당사에 합류전 뉴욕의 모건 스탠리 (Morgan Stanley)

에서 소비자 금융에 중점을 둔 연구원으로 활동했다. Craig의 이전 경력에는 뉴욕과 런던의 시티그룹 글로벌 마켓 (Citigroup Global Markets)의 투

자 은행 연구원도 포함된다. 그는 2001년 노스 캐롤라이나 대학 채플힐 (Chapel Hill)에서 모어헤드 학자 (Morehead Scholar)로서 정치 및 정보 시

스템 학사 학위를 취득했다.

Panelist

Susan Lee is a Partner and Investment Due Diligence Analyst for Asia based hedge funds and private credit funds at Albourne Partners. Previously Susan worked in Portfolio Management at Pacific Alternative Asset Management, a fund of hedge funds in Irvine, California. Susan began her career as a fixed income salesperson covering Asian central banks and institutional clients at Lehman Brothers. She holds an MBA from Columbia Business School and a BA in Mathematics from the University of Canterbury (NZ). She is fluent in English and Korean, and is based in Hong Kong. Established in 1994, Albourne Partners is an independent advisory specialising in alternative investments. Albourne represents 270 clients with over $450bn invested in alternatives. Albourne has over 330 employees in 12 countries.

이서경 이사는 알본 파트너스 (Albourne Partners)의 파트너로서 아시아 기반 헤지 펀드 및 사모 신용 펀드의 투자 실사 담당 연구원이다. 이전

에는 캘리포니아 얼바인 (lrvine, California)의 재간접 헤지 펀드인 퍼시픽 얼터너티브 에셋 매니지먼트 (Pacific Alternative Asset Management)

의 포트폴리오 매니지먼트에서 근무했다. 그녀는 리먼 브라더스 (Lehman Brothers)에서 아시아 중앙 은행 및 기관 고객을 대상으로 하는 채권 영

업으로 경력을 시작했다. 뉴질랜드의 캔터버리 대학 (University of Canterbury)에서 수학전공 학사를, 콜롬비아 경영대학원 (Columbia Business

School)에서 MBA를 취득했다. 영어와 한국어에 능통하며 홍콩에 기반을 두고 있다. 1994년 설립 된 알본 파트너스는 대체 투자 전문 자문 회사이

며 270개의 고객을 대표하며 대체 자산에 4,500억 달러가 넘는 투자를 진행하였다. 또한 12개국에서 330명이 넘는 직원을 보유하고 있다.

Moderator

Elizabeth OhHead of Investments

Advisory, KoreaMercer

Jinman KimHead of Korea

Pantheon

Craig MacDonaldPrincipal

HarbourVest Partners LLC

Susan Lee Partner, Hedge Fund &

Private Credit Research Analyst

Albourne Partners

Page 16: Private Debt & Private Equityplan.medone.co.kr/51_asksummit/data/2018_PD.pdf · 2019. 7. 1. · May 2014 Private Debt & Private Equity November 2013 Real Estate May 2013 Private Equity

Corporate Profiles

Platinum Sponsor

M&G인베스트먼츠 (M&G Investments)는 투자에 장기적이고 적극적인 액티브 접근 방식

을 가진 선도적 인 국제 자산운용사이다. 회사는 85년 넘게 고객들이 투자한 자금을 운용

함으로 그들의 번영을 도와왔다. M&G의 고객은 연금 기금 및 보험 회사와 같은 사모 및

기관 투자자로 이루어져있다. 끊임없이 변화하는 금융 환경에 대응하여 M&G는 주식, 채

권, 부동산, 멀티 에셋 및 인프라 전반에 걸친 광범위한 투자 솔루션을 개발했다. 2017년

6월 30일 현재 M&G의 AUM은 3,660억 달러이다. 런던에 본사를 두고 있는 M&G는 전세

계 16개국에서 2,000명이 넘는 직원을 고용하여 유럽, 아시아 및 미국의 자산을 관리하

고 있다.

M&G is a leading international asset manager with a long-term, active approach to investing. The firm has been helping people to prosper by putting their money to work for over 85 years. M&G’s customers include private and institutional investors, such as pension funds and insurance companies. Responding to the ever changing financial landscape, M&G has developed a wide range of investment solutions, across equities, fixed income, real estate, multi asset and infrastructure. At 30 June 2017 the AUM of M&G is USD366 billion.Headquartered in London, M&G employs over 2,000 people worldwide in 16 countries, managing assets in Europe, Asia and the US.

Platinum Sponsor

구겐하임 인베스트먼츠 (Guggenheim Investments)는 구겐하임 파트너스 (Guggenheim

Partners)의 글로벌 자산 관리 및 투자 자문 부문을 담당하며 채권, 주식 및 대체자산에

총 자산 2,510억 달러를 운용하고 있다. 보험사, 기업 및 연기금, 국부 펀드, 기금 및 재단,

컨설턴트, 자산 관리자 및 HNWI와 같은 투자자의 수익 및 위험에 중점을 두고 관리한다.

당사의 300명 이상의 투자 전문가는 시장 동향을 이해하고 복잡하고 인지도가 낮은 저

평가 된 기회를 파악하기 위해 철저한 리서치를 수행한다. 이러한 투자 접근법은 다각화

기회와 매력적인 장기 성과를 내는 혁신적인 전략 제공을 가능하게 한다.

2017년 12월 31일 기준으로 자산가치가 약 660억 달러인 고객의 컨설팅 서비스는 제외

됨. 약 660억 달러 자산에는 AUM에 121억 달러, 행정 서비스를 제공하는 4억 달러의 레

버리지가 포함됨.

Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with $251 bn in total assets across fixed income, equity, and alternatives. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers, and high-net-worth investors. Our 300+ investment professionals perform rigorous research to understand market trends and identify undervalued opportunities in areas that are often complex and underfollowed. This approach to investment management has enabled us to deliver innovative strategies providing diversification opportunities and attractive long-term results. As of 12/31/17 and excludes consulting services for clients whose assets are valued at approx. $66bn. Assets include leverage of $12.1bn for AUM and $0.4 bn for assets for which we provide administrative services.

Gold Sponsor

바르데 파트너스 (Värde Partners)는 다양한 지역, 세그먼트 및 기업 신용, 전문 금융, 부동

산, 담보 대출, 실물자산 및 인프라를 포함한 자산 유형에 가치 기반 접근 방식을 사용하

는 130억 달러 규모의 글로벌 대체 투자 회사이다. 바르데 파트너스는 재단 및 기금, 연

금, 보험사, 기타 기관 투자자와 개인 고객들과 같은 글로벌 투자자를 기반으로 하는 사

모 펀드를 후원하고 운용하고 있다. 30여년의 역사를 가진 바르데는 미네아폴리스, 런던

및 싱가포르 지역 본부와 함께 전 세계에 280명 이상의 직원을 두고 있다.

Värde Partners is a $13 billion global alternative investment firm that employs a value-based approach to investing across a broad array of geographies, segments and asset types, including corporate credit, specialty finance, real estate, mortgages, real assets and infrastructure. The firm sponsors and manages a family of private investment funds with a global investor base that includes foundations and endowments, pension plans, insurance companies, other institutional investors and private clients. Now in its third decade, Värde employs more than 280 people globally with regional headquarters in Minneapolis, London and Singapore.

Gold Sponsor

쇼어베스트 파트너스 (ShoreVest Partners)는 중국 부실 채권, 특히 부실계정 (NPL) 및 구

조화 크레딧을 전문으로 하는 비상장 투자 회사이다. 일관된 수익률을 기록한 13년의 실

적을 가지고 있는 쇼어베스트의 투자 프로세스는 시장 사이클 전반에 걸쳐 확장과 반복

이 가능하다. 핵심 팀 멤버는 10년 이상 함께 했으며 중국 부실 채권 및 구조화 크레딧에

대해 합산된 경험은 총 100년 이상이다. 쇼어베스트 팀은 전세계의 국부 펀드, 연기금, 재

단, 기부금 및 패밀리 오피스를 포함한 기관 투자자를 대신하여 16억 달러 규모의 부실

채권에 집중해서 자산을 중국에서 관리하고 있다.

ShoreVest Partners is an institutional private investment firm specializing in Chinese distressed debt, particularly in the non-performing loan (NPL) space, and structured credit. With a 13-year track record of consistent returns, ShoreVest’s investment process is scalable and repeatable across market cycles. It’s core team members have worked together for upwards of 10+ years and have a combined 100+ years of experience in Chinese distressed debt and structured credit. The ShoreVest team has managed US$1.6 billion of distressed debt-focused capital in China, on behalf of institutional investors including sovereign wealth funds, pension funds, foundations, endowments and family offices from around the globe.

PMS 715

PMS 302

PMS 428

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Gold Sponsor

아이디인베스트 파트너스 (Idinvest Partners)는 다양한 성장 단계의 중소 기업에 자금을

지원하는 유럽 사모 투자 전문 회사이다. 아이디인베스트는 75억 유로가 넘는 운용자산

과 전문 기술을 활용하여 직접 및 사모 펀드를 이용한 주식 및 사모 대출 투자로 신속하

게 사업을 성장시킬 수 있도록 지원한다.

지난 몇 년 동안 아이디인베스트 파트너스는 이미 주목할만한 성공을 거둔 아시아에서의

영향력을 강화하는 데 우선 순위를 두고 있다. 한국은 성장 전략의 핵심 동력이다. 아이

디인베스트는 상해 사무소를 통해 연금 및 국부 펀드, 그리고 이 지역권의 은행과 보험사

와 같은 기관투자자의 요구를 충족시키고 있다.

Idinvest Partners is a European Private Equity leader, financing small and medium-sized enterprises at various stages of growth. With more than €7.5 billion under management, Idinvest harnesses a range of complementary expertise to help businesses grow quickly using equity and private debt investment, both directly and via private equity funds.Over the last years, Idinvest Par tners has placed a pr ior ity on strengthening its existence in Asia, where it has already achieved a number of noteworthy successes. Korea represents a key driver in its growth strategy. Through its Shanghai office, Idinvest meets the needs of institutional investors, pension and sovereign wealth funds, as well as banks and insurers across the region.

Gold Sponsor

1984년에 설립 된 서밋 파트너스 (Summit Partners)는 현재 성장주, 채권, 상장주 기회를

중심으로 140억 달러 이상의 자산을 운용하고 있는 글로벌 대체투자 회사이다. 서밋 파트

너스는 경제 성장 종목에 투자하며 테크놀로지/소프트웨어, 의료 및 기타 성장 산업에 걸

쳐 475개 이상의 회사에 투자했다. 이 회사들 중 140개 이상이 상장을 완료했으며 190개

이상이 전략적 합병 및 인수되었다. 서밋 파트너스는 북미와 유럽에 오피스를 운영하며

전 세계 기업에 투자하고 있다. 자세한 내용은 www.summitpartners.com 또는 트위터의

@SummitPartners에서 확인할 수 있다.

Founded in 1984, Summit Partners is a global alternative investment firm that is currently managing more than $14 billion in capital dedicated to growth equity, fixed income and public equity opportunities. Summit invests across growth sectors of the economy and has invested in more than 475 companies in technology, healthcare and other growth industries. These companies have completed more than 140 public equity offerings, and more than 190 have been acquired through strategic mergers and sales. Summit maintains offices in North America and Europe, and invests in companies around the world. For more information, visit www.summitpartners.com or on Twitter at @SummitPartners.

Gold Sponsor

- Tikehau Capital은 2004년도에 설립된 유럽 대체투자전문 자산운용사로서 €13.8bn

(2017년 12월 31일 기준)을 운용하고 있으며, €2.5bn의 자기 자본을 보유하고 있다.

- 사모대출, 부동산, 사모주식 및 유동성 전략 (UCITs 펀드)의 대체자산군에 투자하며

기관 및 개인 투자자의 자금을 운용하고 있다.

- 200명의 인력을 보유하고 있고, 파리, 런던, 브뤼셀, 마드리드, 밀란, 뉴욕, 서울 및

싱가폴에 사무소가 있다

- Tikehau Capital은 유로넥스트 파리 거래소에 상장되어 있다 (상장종목코드: TKO.FP)

자세한 내용은 www.tikehaucapital.com에서 확인할 수 있다.

Tikehau Capital is an asset management and investment Group which manages €13.8bn of assets with shareholders’ equity of €2.5bn (as at December 31st, 2017). The Group invests in various asset classes (private debt, real-estate, private equity and liquid strategies), including through its asset management subsidiary Tikehau IM, on behalf of institutional and private investors. Controlled by its managers, alongside leading institutional partners, Tikehau Capital employs 200 staff in its Paris, London, Brussels, Madrid, Milan, New York, Seoul and Singapore offices. Tikehau Capital is listed on Euronext Paris, compartment A (ISIN code: FR0013230612; Ticker: TKO.FP)

Silver Sponsor

BMO 글로벌 에셋 매니지먼트 (BMO Global Asset Management)는 2,500억 달러 이상

의 AUM을 보유한 글로벌 투자 운용사이다. BMO는 주류의 주식 및 채권뿐만 아니라 사

모펀드와 같은 전문 투자 분야에서 상당한 능력과 경력을 보유한 투자 팀을 가지고 있다.

BMO의 사모펀드 사업 ('BMO PE')은 20년 이상 유럽 사모펀드에 지속적으로 투자 해 왔

으며 프라이머리, 세컨더리 및 공동투자에 투자하는 중소시장 바이아웃에 중점을 두고

있다. 안정된 네트워크를 통해 BMO PE팀은 펀드와 직접투자를 통해 다양한 전략에서 우

수한 GP를 발굴하고 액세스 할 수 있는 역량을 보유하고 있다.

BMO Global Asset Management is a global investment manager with more than $250bn AUM. We have experienced investment teams covering mainstream equities and bonds as well as considerable capability in specialist investment areas such as private equity. Our private equity business (‘BMO PE’), has been investing continuously in European private equity for more than 20 years, with a focus on lower mid-market buyouts investing in primaries, secondaries and co-investments. Through their well-established network the BMO PE team has a proven ability to identify and access strong performing local GPs across a range of strategies via fund and direct investments.

Corporate Profiles

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Corporate Profiles

Silver Sponsor

서버러스는 운용자산 300억 달러가 넘는 글로벌 대체 투자 회사이다. 1992년에 설립 된

서버러스는 선도적인 대체 투자 솔루션을 제공하는 회사로서 전세계에 신용 기회, 사모

주식, 부동산 이 세가지 보완 전략을 이용해 투자한다. 뉴욕에 본사가 있고, 미국, 유럽 및

아시아에서 11개 계열 자문사를 운영하며 160명 이상의 투자 전문가와 100명 이상의 운

영 임원이 있다.

Cerberus Capital Management, L.P. is a global alternative investment firm with over $30 billion under management. Established in 1992, Cerberus is a leading provider of alternative investment solutions investing globally in three complementary strategies: Credit Opportunities, Private Equity and Real Estate. The Firm is headquartered in New York City, has eleven affiliated advisory offices located in the United States, Europe and Asia and a team of over 160 investment professionals and more than 100 operating executives.

Silver Sponsor

콜치스 캐피탈 (Colchis Capital Management)은 2005년 설립된 크레딧 전문운용사이며,

과학기술과 데이터를 활용한 특수대출자산을 전문으로 운용한다. 미국 캘리포니아주 샌

프란시스코에 본사를 두고 그간 디지털 대출시장에서 최초의 기관투자자로서 시장을 주

도하였 왔으며, 현재까지 약 50억 달러 이상을 디지털대출 자산에 투자해오면서 250억개

이상의 관련 데이터를 관리하고 분석해왔다. 콜치스 캐피탈은 여러가지 대출 플랫폼에서

창출되는 다양한 기회를 분석하고 이들에 투자함에 있어 크레딧 시장에서의 쌓은 전문성

과 독자적인 분석기술, 그리고 구조화 경험 등을 활용하고 있다. 콜치스 캐피탈의 대표펀

드는 2011년 출범이후로 마이너스 월간수익률을 한차례도 기록하지 않고 수익을 내고 있

으며, 지난 7년간 숏듀레이션 자산을 편입하면서 기존 자산시장과 상관관계가 낮은 수익

을 창출하고 있다.

Colchis Capital Management, founded in 2005, is a specialty credit investment management firm focused on specialty finance lending leveraging technology and data. Headquartered in San Francisco, CA, the firm was the first institutional investor in digital loans having invested over $5B in these technology enabled loans and aggregated over 25 Billion data elements. Colchis utilizes deep credit expertise, proprietary technology and financial structuring experience to invest in various credit opportunities focused on various lending platforms. The flagship income funds have generated healthy income streams investing in short duration loans and have provided 7 yrs of positive returns with no down months since inception (2011) that are uncorrelated to other asset classes.

Bronze Sponsor

ESO 캐피탈 (ESO Capital Partners)은 런던에 기반을 둔 중소기업 (SME)에 맞춤식 사모

자본 솔루션을 제공하는 기회적 신용 및 부동산 투자사이다. 당사는 기관 투자자를 대신

하여 펀드를 운용하고 2006년부터 5억 달러 이상을 투자했다. 자본 구조 전반에 투자 할

수 있는 능력과 사모적 상황에 중점을 둔 ESO는 운영 회사, 금융 자산 및 실물 자산 투자

에 많은 경력을 보유하고 있다. 당사의 팀은 비즈니스 소유자 및 경영진과 긴밀히 협력하

여 투자자에게 매력적인 리스크 조정 수익률을 제공하기 위해 강력한 하향 보호를 기반

으로 하는 맞춤형, 혁신 금융 솔루션을 구축한다.

ESO Capital is a London-based opportunistic credit and real estate investor providing bespoke private capital solutions to European small and medium-sized enterprises (SMEs). The firm manages funds on behalf of institutional investors and has deployed over $500 million since 2006. With the ability to invest across the capital structure and a focus on privately-originated situations, ESO is highly experienced in financing operating companies, financial assets and real assets. Our team works closely with business owners and management to structure innovative, customised financing solutions underpinned by strong downside protection to achieve attractive risk-adjusted returns for our investors.

Bronze Sponsor

캐피탈포 (Capital Four Management)는 2007년에 설립 된 유럽의 채권 자산 운용 사업

으로 유럽에서 가장 큰 독립적 인 하위 투자등급채권 매니저이다. 수상 경력이 있는 실적

과 빠르게 성장하는 대체 신용 비즈니스를 갖춘 캐피탈포는 회사의 신용 전략 전반에 걸

쳐 엄격한 상향식 투자 프로세스를 채택하고 있으며 우수한 주식 선택으로 알파를 제공

하는 데 중점을 두고 있다. 캐피탈포는 코펜하겐에 있으며 주로 기관 고객을 대신하여 약

100억 유로를 운용하고 있다. 당사의 모든 직원은 장기적인 집중과 헌신을 장려하는 자

사주식 소유 프로그램에 참여하고 있다.

Capital Four is a European credit asset management business founded in 2007, and is the largest independent sub investment grade credit manager in Europe. With an award winning performance track record and a fast growing alternative credit business, Capital Four employs a rigorous bottom-up investment process across the firm’s credit strategies and focuses on delivering alpha through superior security selection. Capital Four is based in Copenhagen and manages approximately EUR 10 billion predominantly on behalf of institutional clients. All of our employees participate in an equity ownership program, which encourages a long-term focus and commitment.

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Bronze Sponsor

해밀턴 레인 (Hamilton Lane, NASDAQ: HLNE)은 대체투자 자산 운용사로서 전세계적으

로 높은 수준의 고객들에게 혁신적인 사모시장 솔루션을 제공한다. 회사는 26년간 사모

시장 투자에만 집중해왔으며 현재 미국, 유럽, 아시아, 남미, 중동에 걸쳐 전세계 오피스

에 340명이 넘는 임직원이 근무하고 있으며, 2017년 12월 31일 기준, 미화 약 4,240억 달

러 규모의 자산을 운용 또는 자문하고 있다. 해밀턴 레인은 고객으로 하여금 사모시장 모

든 자산에 참여할 수 있도록 글로벌 맞춤화된 형태로 전 범위의 투자 상품 및 서비스를

제공하고 있다. 자세한 정보는 www.hamiltonlane.com 또는 Hamilton Lane의 트위터를

통해 확인할 수 있다: @hamilton_lane.

Hamilton Lane (NASDAQ: HLNE) is a leading alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. Dedicated to private markets investing for 26 years, the firm currently employs approximately 340 professionals operating in offices throughout the U.S., Europe, Asia-Pacific, Latin America and the Middle East. With approximately $424 billion in total assets under management and supervision as of December 31, 2017, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. For more information, please visit www.hamiltonlane.com or follow Hamilton Lane on Twitter: @hamilton_lane.

Bronze Sponsor

스텝스톤 (StepStone Group)은 약 340억 달러의 운용자산을 포함한 1,300억 달러 규모의

사모자본을 관리하는 선도적 사모시장 기업이다. 스텝스톤은 샌프란시스코, 라호야, 토론

토, 뉴욕, 상파울루, 더블린, 런던, 룩셈브르크, 취리히, 베이징, 도쿄, 서울, 홍콩, 퍼스, 그

리고 시드니에 지사를 두고 있는 글로벌 기업이다. 스텝스톤은 프라이머리, 세컨더리, 공

동 투자, 그리고 사모대출을 통합하여 고도로 숙련 된 연구 위주의 접근법을 사용. 세계

적으로 수준 높은 투자자를 위해 적합하고 목표가 뚜렷한 포트폴리오를 만들고 있다. 스

텝스톤은 특별한 글로벌 플랫폼을 활용하여 모든 전략과 지역에서 최고의 투자 메니저에

게 노출되도록 최적화하고 있다.

StepStone is a leading private markets firm that oversees over US$130 billion of private capital allocations, including approximately US$34 billion of assets under management. It is a global firm with offices in San Francisco, La Jolla, Toronto, New York, San Paulo, Dublin, London, Luxembourg, Zurich, Beijing, Tokyo, Seoul, Hong Kong, Perth and Sydney. StepStone creates customized and targeted portfolios for the world’s most sophisticated investors using a highly disciplined research-focused approach that integrates primary, secondary and co-investments. StepStone leverages its unique global platform to optimize exposure to top performing investment managers in all strategies and geographies.

Bronze Sponsor

스타 마운틴 캐피탈 (Star Mountain Capital)은 연간 1천만 에서 1억 5천만 달러의 매출을

올리는 기업에 직접 또는 펀드를 통해 투자하는 데 중점을 둔 전문 중소시장 자산 운용

사이다. 스타 마운틴은 (1) 설립 된 중소기업에 직접적으로 (2) 여러 중소시장 펀드에 대한

전략적 출자자로서, 그리고 (3) 중소시장 펀드의 출자자에게 유동성을 제공하는 세컨더리

펀드 투자자로 투자하고 있다. 스타 마운틴은 미국 내 최대 규모의 중소기업 투자 플랫폼

중 하나이며 20개가 넘는 도시에 200 개 이상의 기업 포트폴리오와 현지 투자 파트너를

가지고 있다.

Star Mountain Capital is a specialized lower middle-market asset management firm focused on investing directly and through other funds into businesses that have between $10 and $150 million in annual revenues. Star Mountain invests (1) directly into established, small and medium-sized companies, (2) as a strategic limited partner into other lower middle-market funds and (3) as a secondary fund investor providing liquidity to limited partners in lower middle-market funds. Star Mountain represents one of the largest small and medium-sized business investment platforms in the U.S. with a portfolio of over 200 companies and local investment partners in over 20 cities.

Panel Sponsor

클리어워터 캐피탈 파트너스 (Clearwater Capital Partners, LLC)는 특수 상황, 크레딧 또

는 아시아의 저평가 된 자산과 증권에 투자한다. 중국, 인도, 한국, 호주 및 범 아시아의

다양한 분야와 산업에 걸친 광범위한 지식을 바탕으로 2001년 설립 이래 약 53억 달러의

자본을 투자하고 실현했다. 클리어워터는 집중적 크레딧, 다이렉트 렌딩, 구조 조정 기회

에 대해 3 가지의 투자 전략을 사용하고 있다: 대차 대조표 자본 재조정, 재무 구조 조정,

실무 자산 관리에 대한 전문 지식을 활용하여 사모 펀드 포트폴리오 전반에 성장 사업을

구축한다. 클리어워터는 홍콩, 싱가포르, 뭄바이, 서울, 베이징, 뉴욕에 위치한 6 개 지사

에서 40명 이상의 전문가를 고용하고 있다.

Clearwater Capital Partners, LLC invests in special situations, credit or otherwise undervalued assets and securities in Asia. The Firm’s extensive knowledge across multiple sectors and industries in China, India, Korea, Australia and Pan Asia has enabled it to invest and realize approximately US$5.3 billion of capital since its founding in 2001. Clearwater employs a three-pronged investment strategy across stressed credit, direct lending and restructuring opportunities, using deep expertise in balance sheet recapitalization, financial restructuring and hands-on asset management to build businesses for growth across a private equity portfolio. Clearwater employs 40+ professionals across six offices located in Hong Kong, Singapore, Mumbai, Seoul, Beijing and New York.

Corporate Profiles

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Corporate Profiles

Panel Sponsor

판테온 (Pantheon)은 사모 펀드, 인프라, 실물자산에 373억 달러 규모의 자산을 운용하는

세계적인 투자사이다. 판테온은 1982년에 설립되어 미국, 유럽 및 아시아 전역의 기관 투

자자를 대신하여 미드마켓에 중점을 둔 글로벌 사모 펀드 및 인프라 펀드에 투자했으며

전 세계 380여 기관 투자자들에게 신뢰받는 파트너이다. 판테온 서울 오피스는 2014년에

설립되었다.

Pantheon is a leading global private equity, infrastructure and real assets fund investor with US$37.3 billion assets under management. Established in 1982, Pantheon has invested in global private equity and infrastructure funds on behalf of institutional investors across the US, Europe and Asia, with a focus on the mid-market and is currently a trusted partner to over 380 institutional investors across the globe. Pantheon Seoul office was established in 2014.

Panel Sponsor

하버베스트 (HarbourVest)는 독립적인 글로벌 사모 시장 투자 전문가로서 35년의 투자

경험을 보유하고 있으며 현재까지 전세계적으로 $500억 이상의 투자를 집행하였다. 당

사의 강력한 글로벌 플랫폼은 고객들에게 프라이머리 투자, 세컨더리 투자, 그리고 직접

공동투자를 Commingled 펀드 또는 개별운용계정(Separately Managed Account)을 통

해 접근할 수 있는 솔루션을 제공한다. 하버베스트는 400명 이상의 임직원으로구성되

어 있으며 그 중 100명 이상의 투자전문가들이 아시아, 유럽, 그리고 미주 지역에서 근무

하고 있다. 하버베스트의 글로벌 팀은 현재까지 신규 펀드에 $320억 이상, 세컨더리매입

에 $180억 이상, 그리고 직접 공동투자에 $70억 이상의 투자 약정을 체결하였다. 하버베

스트는 투자자들에게 맞춤형 솔루션과 다년간의 네트워크, 실행 가능한 통찰력과 검증된

성과를 제공하고 있다.

HarbourVest is an independent, global private markets investment specialist with 35 years of experience and more than $50 billion committed to investments globally. The Firm’s powerful global platform offers clients investment opportunities through primary fund investments, secondary investments, and direct co-investments in co-mingled funds or separately managed accounts. HarbourVest has more than 400 employees, including more than 100 investment professionals across Asia, Europe, and the Americas. This global team has committed more than $32 billion to newly-formed funds, completed over $18 billion in secondary purchases, and invested over $7 billion directly in operating companies. Partnering with HarbourVest, clients have access to customized solutions, longstanding relationships, actionable insights, and proven results.

Cocktail Sponsor

TCW는 50년 가까운 투자 경험과 채권, 주식, 신흥 시장 및 대체 투자에 걸친 광범위한

상품을 갖춘 세계적인 자산 운용사이다. TCW는 또한 세계에서 가장 큰 액티브 채권 뮤추

얼 펀드 중 하나 인 MetWest Total Return Bond Fund의 매니저이기도 하다. TCW의 고객

은 세계 최대의 국부 펀드, 중앙 은행, 기업 및 공적 연금, 금융 기관, 기금 및 재단, 금융

어드바이저 및 HNWI을 포함하고 있다. 2018년 3월 31일 기준, TCW는 약정금을 포함하여

총 2,020억 달러 규모의 자산을 운용하고 있다. 로스앤젤레스에 본사를, 뉴욕, 보스턴, 시

카고, 런던, 홍콩, 도쿄에 오피스를 두고 있다.

TCW is a leading global asset management firm with nearly five decades of investment experience and a broad range of products across fixed income, equities, emerging markets and alternative investments. TCW is also the manager of the MetWest Total Return Bond Fund, one of the largest active fixed income mutual funds in the world. TCW’s clients include many of the world’s largest sovereign wealth funds, central banks, corporate and public pension plans, financial institutions, endowments and foundations, as well as financial advisors and high net worth individuals. As of March 31, 2018, TCW had total assets under management, including commitments, of US$202 billion. TCW is headquartered in Los Angeles, and has offices in New York, Boston, Chicago, London, Hong Kong and Tokyo.

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Supporting Partner

Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 350 staff based in New York, London, Singapore, San Francisco, Hong Kong, Guangzhou and Manila serving over 60,000 customers globally.Preqin has the most comprehensive information available on the private equity and venture capital, hedge fund, real estate, infrastructure, private debt and natural resources industries. Leading alternative assets professionals around the world rely on Preqin’s services daily, and its data and statistics are regularly quoted by the financial press. www.preqin.com

Media Partner

Alpha Journal is a digital publication with a global focus on alternative investment funds. Alpha Journal working with Shoot You combines years of perfecting the art of storytelling through words, video and animation. We believe alternative investment funds and financial services need a creative way to tell their stories and connect with clients.Contact [email protected] [email protected] +44 7710 094 337 Skype: live:margie.lindsay +44 (0)20 7965 7499

Education Partner

The Chartered Alternative Investment Analyst (CAIA) Association is the world leader in alternative investment education. Earning the CAIA Charter designation is the gateway to becoming a member of the Association, a global network of more than 9,000 AI leaders. CAIA also offers the Fundamentals of Alternative Investments Certificate Program®. CAIA.org.Further information may be found via our website : www.caia.org or you may contact: Joanne Murphy, Managing Director, Asia Pacific – [email protected] / Tel: +852 3752 0494; Wendy Leung, Assistant Director, Asia Pacific – [email protected] / Tel: +852 3752 0495 or Peter Douglas, Principal, CAIA Singapore – [email protected] / Tel: +65 6536 4241

Education Partner

월스트릿트레이닝아시아(WST)는 2015년부터 한국에서 Financial Modeling과 금융관련 전

문 교육을 진행하고 있다. Financial Modeling은 증권사, 자산운용사, 연기금, 보험사, 사

모펀드 및 헤지펀드 등 금융산업에서 투자시 필수적인 능력이자 스킬이다. Wall Street

Training의 Financial Modeling 프로그램은 기본인 기업가지평가부터 LBO분석, 인프라, 대

체투자, 부동산 등 다양한 프로그램을 글로벌 스탠다드로 진행한다. 또한 Modeling 이외

M&A와 글로벌 사모펀드 와 헤지펀드가 산업 및 기업 분석에 사용하는 실제 투자분석, 리

서치 프로그램이 있다. 모든 프로그램은 뉴욕, 홍콩, 싱가포르 등 현지 글로벌 IB, 사모펀

드, 헤지펀드 출신의 현업자들이 실무에서 사용하는 Global Standard 모델/기법 방식을 그

대로 교육한다. 2017년부터 증권사와 대기업에서 사내교육(B2B)을 진행중이며 이외 다양

한 직장인들이 전문적인 지식, 스킬 그리고 자기개발을 위해 교육에 참여하고 있다. 문의

및 자세한 내용은 www.wallstreettraining.co.kr 에서 확인 할 수 있다.

Wall Street Training Asia (WST) started Financial Modeling and other Professional Finance Trainings in Korea since 2015. Financial Modeling is an essential ability and skillset for professionals who work at investment bank, private equity, hedge fund, asset management, etc. WST’s Modeling covers practical topics from DCF valuation, LBO analysis to Infrastructure and Project Finance models at global standard. Besides Modeling, WST provides training for Investment Analysis, which exposes real-world industry and company analyses conducted at global PEF and HF. Instructors have experiences from top IB, PEF and HF in New York, Hong Kong and Singapore, which allows participants to learn the global standard financial skillsets from practitioners. More information at www.wallstreettraining.co.kr

Corporate Profiles

®

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Official Sponsor

KOTRAKOTRA (Korea Trade-Investment Promotion Agency) was established in 1962 as a national trade promotion organization, focused on creating new export markets and encouraging trade and investment from overseas. With the vision to be a "global business platform," KOTRA continues to strengthen the global capabilities of small- and medium-sized enterprises (SMEs), attract foreign firms and investors, and build partnerships of sustainable growth with emerging countries. As of today, KOTRA has an extensive global network of 127 overseas offices in 86 countries.

Invest KOREAInvest KOREA, the national investment promotion agency of South Korea and a member of the World Association of Investment Promotion Agencies (WAIPA), was established within KOTRA to support the entry and integration of foreign businesses in Korea. Invest KOREA enables foreign corporations to maximize the benefits of Korea's investment environment by providing information and consultations regarding investment procedures, laws, taxes, and accounting, as well as assistance extending to comprehensive post-establishment services.

Official Sponsor

The National Pension Service (NPS) was established in 1987 by the National Pension Act to provide national pension benefits for the insured during old-age, in disability, or following the death of the insured. Its ultimate aim is to contribute to the stabilization of livelihood and to promote the welfare of the nation through a variety of welfare services. As of December 2015, the number of insured persons and beneficiaries exceeded 21.6 million and 4.0 million, respectively. NPS is responsible for the management of the National Pension Fund as well as the enforcement of the pension scheme. And the Fund comprises contributions from insured citizens and accumulated investment returns. To better manage the fund of the national pension scheme in a systematic and professional manner, NPS Investment Management was established within NPS in 1999. Since its inception in 1988, the Fund has grown to KRW 512 trillion in reserves or around USD 440 billion as of December 2015. NPS IM started alternative investments through venture capital funds in 2003, and its volume of alternatives has increased over KRW 50 trillion, taking up 10.7% in the total fund. According to the last actuarial projection, the Fund is expected to reach at the peak of KRW 2.5 quadrillion in 2043.

The Korea Investment Corporation (KIC) is the sovereign wealth fund of the Republic of Korea. We manage public funds entrusted by the Korean government and the Bank of Korea, investing across diverse asset classes. Our goal is to increase sovereign wealth and help develop the domestic finance industry.

Corporate Profiles

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For Investment Professionals only. Not for onward distribution. No other persons should rely on any information contained within.

The information contained herein is being provided for general information purposes only, and shall not, and under no circumstances is, to be construed as, an offering of financial investment products or services. M&G Investment Management Limited is not making any representation with respect to the eligibility of any person to acquire any financial investment product or service. The offering and sale of any financial investment product is subject to the applicable regulations of Korea. Any interests in a fund or collective investment scheme shall be sold after such fund is registered under the private placement registration regime in accordance with the applicable regulations of Korea, and the offering of such registered fund shall be conducted only through a locally licensed distributor. FEB 2018 / IM1400 / KOR

WE GO FURTHERTO FIND VALUEBy choosing M&G you get a team that will work closely with you to find investment solutions that meet your needs - targeting the right blend of risk and return through an active value management approach, aiming to generate long-term performance for investors.

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

www.mandg.com

IM1400_Institutional_Advert_210x297_Korea_Final.indd 1 06/02/2018 11:16

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Guggenheim Investments delivers innovative investment solutions and long-term results with excellence and integrity.

Investing involves risk, including the possible loss of principal. Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC (“Guggenheim”). © 2016 Guggenheim Partners, LLC. All rights reserved. Guggenheim, Guggenheim Partners and Innovative Solutions. Enduring Values. are registered trademarks of Guggenheim Capital, LLC.

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VP-18-06_Varde ASK ad_Korean_Outlined_Proof 1c_Apr23.indd 1 4/23/18 12:34 PM

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We craft value from contradictions

Factual & Intuitive

PRIVATE DEBT | REAL ESTATE | PRIVATE EQUITY | LIQUID STRATEGIES

tikehaucapital.com

Independent, entrepreneurial, free-thinking. Tikehau Capital offers alternative investments. And an alternative point of view. Created to shape value, Tikehau Capital puts these convictions into practice by investing shareholder equity alongside its stakeholders, putting trust and mutual interest at the heart of its business.

€14.2bn of Assets under Management | €2.5bn of shareholders’ equity

Alternative thinking

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Never settle for kind of a good fit.

Delivering innovative, traditional and alternative investment solutions tailored to meet the specific needs of investors, BMO Global Asset Management is here for our clients with award-winning solutions driven by a broad global network.

Visit bmo.com/gam

BMO Global Asset Management is the brand name that comprises BMO Asset Management Corp, BMO Asset Management Inc, BMO Global Asset Management (Asia) Limited and BMO’s specialized investment management firms. Certain products and services are designed specifically for various categories of investors in a number of different countries and regions. These products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. ®”BMO (M-bar roundel symbol)” is a registered trade-mark of Bank of Montreal, used under licence.

15-1459 GAM Ad resize_Ev1.indd 1 2015-06-29 11:31 AM

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CERBERUS CAPITAL MANAGEMENT, L.P. is a global alternative investment firm with over $30 billion under management. Established in 1992, Cerberus is a leading provider of alternative investment solutions investing globally in three complementary strategies: Credit Opportunities, Private Equity and Real Estate. The Firm is headquartered in New York City, has eleven affiliated advisory offices located in the United States, Europe and Asia and a team of over 160 investment professionals and more than 100 operating executives.

Cerberus Capital Management, L.P.875 Third Avenue

New York, NY 10022212.891.2100

cerberuscapital.com

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Colchis Capital Management, founded in 2005, is a specialty credit investment management firm focused on specialty finance lending leveraging technology and data. Headquartered in San Francisco, CA, the firm was the first institutional investor in digital loans having invested over $5B in these technology enabled loans and aggregated over 28 Billion data elements. Colchis utilizes deep credit expertise, proprietary technology and financial structuring experience to invest in various credit opportunities focused on various lending platforms. The flagship income funds have generated healthy income streams investing in short duration loans and have provided 7 yrs of positive returns with no down months since inception (2011) that are uncorrelated to other asset classes.

Colchis Capital Management, L.P., 150 California Street – 18th Floor, San Francisco, CA 94111

Ms. Clara Kim Global Head of Marketing, IR and Product Development

Phone: +1 415-821-8624 Email: [email protected]

www.colchiscapital.com Palladium House 1-4 Argyll Street London W1F 7TAUnited Kingdom

London +44 20 3642 2600

[email protected] www.esocapital.com

ESO Capital Partners UK LLP is authorised and regulated by the Financial Conduct Authority (FCA).

ESO Capital. A leading provider of bespoke financing solutions for European corporate assets, financial assets and real estate opportunities.

Because we understand assets like no-one else, we build capital solutions like no-one else.

We know what we are looking for, we move fast and we ensure alignment of interest in the pursuit of returns.

Quite simply, we are driven to deliver.

Incisive drives decisive

Custom - built capital

European SME investment opportunitiespowering exceptional

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Palladium House 1-4 Argyll Street London W1F 7TAUnited Kingdom

London +44 20 3642 2600

[email protected] www.esocapital.com

ESO Capital Partners UK LLP is authorised and regulated by the Financial Conduct Authority (FCA).

ESO Capital. A leading provider of bespoke financing solutions for European corporate assets, financial assets and real estate opportunities.

Because we understand assets like no-one else, we build capital solutions like no-one else.

We know what we are looking for, we move fast and we ensure alignment of interest in the pursuit of returns.

Quite simply, we are driven to deliver.

Incisive drives decisive

Custom - built capital

European SME investment opportunitiespowering exceptional

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1

1 process

Bottom up process rigorously applied across all strategies

17 years

Proven track record

€10bn AuM

Commitments from top tier institutional clients

50 employees

Dedicated credit specialists

Leading sub-investment grade boutique in EuropeFounded in 2007, Capital Four is a specialist investment manager focusing purely on Eu-ropean sub-investment grade credit. The foundation of our investment process has been established in 1999 and has produced an award-winning track record. The value creation in our investment portfolios is driven by a rigorous bottom-up, team-focused investment

process, which has been proven during bull and bear markets.

Focused bottom-up credit investing out of our office in Copenhagen, Denmark

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PRIVATE EQUITY

INFRASTRUCTURE & REAL ASSETS

REAL ESTATE

PRIVATE DEBT

Proud supporter of The ASK 2018 Global Summit

StepStone is a global private markets firm overseeing more than US$135

billion of private capital allocations, including over US$35 billion of assets

under management. The Firm creates customized portfolios for some of

the world’s most sophisticated investors using a highly disciplined

research-focused approach that prudently integrates fund investments,

secondaries, and co-investments.

BEIJING DUBLIN HONG KONG LA JOLLA LONDON LUXEMBOURG NEW YORK PERTH SAN FRANCISCO SÃO PAULO SEOUL SYDNEY TOKYO TORONTO ZURICH

PRIVATE EQUITY

REAL ESTATE

INFRASTRUCTURE & REAL ASSETS

PRIVATE DEBT

360º APPROACH TO PRIVATE MARKETSStepStone is a global private markets specialist overseeing more than US$135B of total capital allocations, including over US$35B of assets under management. Utilizing our global, specialized research team and industry-leading analytics platform of 65,000+ private markets investments, we create bespoke investment management and advisory solutions that cover the full spectrum of private markets opportunities.

Proud supporter of The ASK 2018 Global Summit

www.stepstoneglobal.com

As of 30 September 2017

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PRIVATE EQUITY

INFRASTRUCTURE & REAL ASSETS

REAL ESTATE

PRIVATE DEBT

Proud supporter of The ASK 2018 Global Summit

StepStone is a global private markets firm overseeing more than US$135

billion of private capital allocations, including over US$35 billion of assets

under management. The Firm creates customized portfolios for some of

the world’s most sophisticated investors using a highly disciplined

research-focused approach that prudently integrates fund investments,

secondaries, and co-investments.

BEIJING DUBLIN HONG KONG LA JOLLA LONDON LUXEMBOURG NEW YORK PERTH SAN FRANCISCO SÃO PAULO SEOUL SYDNEY TOKYO TORONTO ZURICH

PRIVATE EQUITY

REAL ESTATE

INFRASTRUCTURE & REAL ASSETS

PRIVATE DEBT

360º APPROACH TO PRIVATE MARKETSStepStone is a global private markets specialist overseeing more than US$135B of total capital allocations, including over US$35B of assets under management. Utilizing our global, specialized research team and industry-leading analytics platform of 65,000+ private markets investments, we create bespoke investment management and advisory solutions that cover the full spectrum of private markets opportunities.

Proud supporter of The ASK 2018 Global Summit

www.stepstoneglobal.com

As of 30 September 2017

INVESTING IN THE GROWTH OF AMERICA

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Beijing | Bogotá | Boston | Hong Kong | London | Seoul | Tel Aviv | Tokyo | Torontowww.harbourvest.com

For additional legal and regulatory information please refer to important legal disclosures www.harbourvest.com/important-legal-disclosures.

When you want to make a move in private markets—experience is key.

HarbourVest is committed to helping our investors build broadly diversified portfolios that span many regions of the world, as well as niche portfolios focused on a particular market or strategy.

PRIVATE MARKETS

EXPERTISE

Direct Co-Invest – EquityDirect Co-Invest – Debt

Private EquityVenture and Growth

Private DebtReal Assets

Emerging ManagersDiverse Managers

USEurope

AsiaEmerging Markets

Latin America

PROGRAMSDirect Co-Invest

SecondaryFund-of-Funds

Custom SolutionsManaged Accounts

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Preqin provides comprehensive, global data and intelligence across alternative assets. To find out how Preqin can help your business, please visit:

www.preqin.com

Source new investors for funds

Identify new investment opportunities

Conduct competitor and market analysis

Benchmark fund performance

Develop new business

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Alpha Journal working with Shoot You combines years of perfecting the art of storytelling through words and video/animation. We believe alternative investment funds need a creative way to tell their stories and connect with investors.

We help alternative investment funds communicate more effectively with existing and prospective investors – and keep them engaged and interested in what you are doing.

Using video and animation to communicate with investors, helps alternative investment managers stand out from their peers. Videos can cut down on the time spent explaining strategies and fund performance as well as differentiating individuals and companies.

To explore how video and animation can help complement your existing investor relations, communications and website strategies, email us to set up an exploratory meeting.

E: [email protected]

E: [email protected]

VIDEO & ANIMATIONFOR ALTERNATIVE INVESTMENT FUNDS

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korea_economic_daily_advert_2018.indd 1 09/02/2018 07:51

Page 42: Private Debt & Private Equityplan.medone.co.kr/51_asksummit/data/2018_PD.pdf · 2019. 7. 1. · May 2014 Private Debt & Private Equity November 2013 Real Estate May 2013 Private Equity

Exceed expectations of clients and regulators

Leverage your alternatives knowledge

Gain credibility

S T O C K S

B O N D S

C A S H

H E D G E F U N D S

R E A L A S S E T S

P R I V A T E E Q U I T Y

C O M M O D I T I E S

D E R I V A T I V E S

Mind the Gap

GET SMART. STAY SMART.

CAIA LEVEL I AND LEVEL II EXAMS ARE ADMINISTERED IN MARCH AND SEPTEMBER EACH YEAR. LEARN MORE AT CAIA.ORG.

Contacts: Jo Murphy, Managing Director, Asia Pacific / Wendy Leung, Assistant Director, Asia Pacific, +852 3752 0495 / Peter Douglas, CAIA, Principal, CAIA Singapore, +65 6536 4241

Generic_MTG_APAC_English_210mmx297mm_3-9-18.indd 1 3/9/18 11:06 AM

Page 43: Private Debt & Private Equityplan.medone.co.kr/51_asksummit/data/2018_PD.pdf · 2019. 7. 1. · May 2014 Private Debt & Private Equity November 2013 Real Estate May 2013 Private Equity

Exceed expectations of clients and regulators

Leverage your alternatives knowledge

Gain credibility

S T O C K S

B O N D S

C A S H

H E D G E F U N D S

R E A L A S S E T S

P R I V A T E E Q U I T Y

C O M M O D I T I E S

D E R I V A T I V E S

Mind the Gap

GET SMART. STAY SMART.

CAIA LEVEL I AND LEVEL II EXAMS ARE ADMINISTERED IN MARCH AND SEPTEMBER EACH YEAR. LEARN MORE AT CAIA.ORG.

Contacts: Jo Murphy, Managing Director, Asia Pacific / Wendy Leung, Assistant Director, Asia Pacific, +852 3752 0495 / Peter Douglas, CAIA, Principal, CAIA Singapore, +65 6536 4241

Generic_MTG_APAC_English_210mmx297mm_3-9-18.indd 1 3/9/18 11:06 AM

Page 44: Private Debt & Private Equityplan.medone.co.kr/51_asksummit/data/2018_PD.pdf · 2019. 7. 1. · May 2014 Private Debt & Private Equity November 2013 Real Estate May 2013 Private Equity

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