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Overview

Discover the intricacies of private debt dynamics in this session focused on private credit. Learn about risk-return valuation, credit strategies, and the role of private credit in today’s financial markets. This webinar provides valuable knowledge for both institutional and individual investors looking to navigate the complexities of private credit investments.

  • Highlighting the product characteristics of private debt as an alternative asset class
  • Analyzing opportunities for borrowers and investors, with a focus on risk and return valuation
  • Examining the current and anticipated market dynamics
  • Exploring credit risk management strategies to maximize risk-adjusted returns

Speakers:

  • Nick Atkinson, partner, PwC
  • Kerrine Koh, CFA, managing director, client solutions, country head, Singapore, Hamilton Lane
  • Angela Lai, CFA, vp, head of apac and valutions, research insights, Preqin
  • Andrew Tan, chief executive officer, asia pacific, Muzinich & Co.

Moderator:

  • Cliff Ip, CFA, FCPA (Aust.), managing director, chief executive officer and co-founder, Wings Securities Limited; divisional president 2024, CPA Australia

Recorded on 19 September 2024

Duration: 1 hour 1 min

 

Private Markets Professional Learning
Addressing the industry's need for talent development in this dynamic sector, CFA Institute also offers professional learning focusing on key concepts, insights, and practical skills required of analysts or associates in private markets, aiming to equip professionals with the necessary knowledge and expertise to navigate the industry effectively. Learn more

Speakers

Nick Atkinson
Nick Atkinson

Mr. Atkinson is currently the Head of Debt and Capital Advisory Asia Pacific. He has facilitated numerous transactions and led the DCA industry globally with his extensive M&A and finance raising experience gained from Societe Generale, Credit Agricole CIB, CIBC, Royal Bank of Canada and MUFG.

As Head of Leveraged Finance, Strategic Advisory and Lead Banker at MUFG prior to joining PwC, he focused on sub investment grade structured lending and advisory for corporates, fund investors and sovereigns working as lead banker on many of the largest transactions in Europe.

Apart from the aforementioned deals, he ran Private Equity Coverage and Execution and managed a book of some EUR10.5bn assets (some of which were highly stressed).

He was also a permanent member of the investment committee at CIBC, a member of the Credit Committee and Underwriting Committee for MUFG and Board of Directors of MUFG/Morgan Stanley Joint Venture in Europe.

Cliff Ip
Cliff Ip CFA, FCPA (Aust.)

Cliff is the Managing Director, CEO and Co-Founder of Wings Securities Limited and is responsible for the overall management and leading deal origination, supervision and execution for clients in Hong Kong, mainland China and globally.

Cliff has over 20 years of experience in investment banking, family office and auditing. He has held senior management positions at leading international investment banks and has accumulated profound experiences across HK IPOs, pre-IPOs, cross-border M&As, share placements, convertible bonds and bond issuances.

As one of the spokesperons for CPA Australia, Cliff has participated in various business and economic projects, including the Asia-Pacific Small Business Survey and the Hong Kong Economic and Business Sentiment Survey. He also actively advocates for business issues such as family office, SMEs, and Environmental, Social, and Governance (ESG).

Cliff holds an MBA degree from the University of Chicago Booth School of Business and a BBA degree from the University of Hong Kong. He is an RO for Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 6 (Advising on Corporate Finance) activities under the Securities and Futures Ordinance (the “SFO”). Mr. Ip is a fellow member of CPA Australia and the President of CPA Australia Greater China Division. He is also the Chairperson of the Financial Services Committee and a member of the ESG Committee and Greater Bay Area Committee in CPA Australia - Greater China.

Kerrine Koh
Kerrine Koh CFA

Kerrine is the Country Head for Hamilton Lane in Singapore. She is also the head of Client Solutions Group in Southeast Asia. Kerrine was named to Private Equity International’s (PEI) top 60 list of Women of Influence in Private Markets in 2023.

Prior to this, Kerrine was the Head of Alternatives Distribution for Southeast Asia at BlackRock, where she was responsible for distribution strategy and client engagements on BlackRock’s alternative investment product suite.

Kerrine has an MSc degree in Applied Finance from Singapore Management University and a BA degree, with first class honours, in Economics from the National University of Singapore.

Angela Lai
Angela Lai CFA

Angela is a VP, Head of APAC and Valuations in Preqin’s Research Insights team and covers the private investments industry in the Asia-Pacific region. She has over 15 years' experience in investment analysis and risk management across asset classes in public and private markets, specializing in the valuation of private equity and private debt assets including distressed and special situations.

Andrew Tan
Andrew Tan

Andrew runs Muzinich & Co.’s Asia Pacific business and has 20 years of experience in Financial Markets with a specialization in Asia Pacific having set up and run businesses covering Private and Public Debt, Syndicated Loans, Special Situations and Distressed Debt in the region. In
2020, Andrew established Muzinich & Co.’s Private Debt business in Asia Pacific and is an investment committee member on the firm’s first Asia Pacific Private Debt Fund.
Prior to joining Muzinich & Co., Andrew was Head of Global Loans and Special Situations, Asia Pacific at HSBC and Head of Trading for Loans and Special Situations, Asia ex Japan at Nomura where he founded and established both HSBC’s and Nomura’s Private Debt and Special
Situations businesses.
Andrew was also a member of HSBC Asia Pacific Fixed Income Executive Committee and HSBC Global Credit Executive Committee. He served as the chairperson of the Asia Pacific Loan Market Association Secondary Loan committee from 2018 to 2020. Andrew is a graduate of University of Melbourne.

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