Tokyo Forum 2024

At Community Investment Management, Elena Amato serves as a Managing Director on the Investment team and is based out of New York City. Prior to joining CIM, she led business development efforts in New York for DealVector, a fintech analytics firm focused on structured credit. Previously, she was a co-founder, partner, and investment officer at GMG Investment Advisors, a global Emerging Markets asset manager where she was responsible for various aspects of the strategy including managing private credit and impact investment portfolios. Mrs. Amato previously held positions at Lehman Brothers and Goldman Sachs, where she was part of their Emerging Markets interest rate, currency and derivatives structuring and sales businesses. Mrs. Amato started her career at Cargill Financial Services as an Emerging Markets trader.
Mrs. Amato holds a M.B.A. in Finance from Columbia Business School and a B.S. in Finance and International Business from the University of Northwestern.

Ian Anderson (London) joined KKR in 2014 and is a Managing Director in the Credit & Markets business. He serves as a portfolio manager for the firm’s private credit funds and portfolios and as a member of the European Private Credit Investment Committee. Prior to joining KKR, Mr. Anderson was a vice president at Lazard in the corporate finance department, advising a diverse range of European and global corporate clients on M&A transactions and restructurings. Previously, Mr. Anderson worked at Key Capital, an Irish boutique capital markets and asset management firm. Mr. Anderson holds a first class degree in Engineering from Dublin University, Trinity College and is a CFA Charter holder.

Monica Bae is Director of Investor Practice at AIGCC. She manages collaborative engagement with investors in Asia to build capacity and integrate climate-related issues in investment processes, and to increase capital flow into decarbonization to align with a 1.5 degrees future.

She oversees work across several thematic focus areas relating to Paris-aligned investments, energy transition, and forest & land use. She also leads the strategy development and oversees the AIGCC’s Forest and Land Use workstream that supports investors through capacity building and implementation to address deforestation within Asia’s context. She is passionate in facilitating the development of sustainable investments in Asia and is part of global and regional coalitions of leading financial institutions that spearheads sustainable finance initiatives.

Monica has over 16 years of experience in financial services and economic research, especially in managing private debt funds for Asian institutional investors and structuring investment products. Most recently, she was the regional lead in leading nature-positive engagement with Asian capital markets stakeholders at CDP.

Monica Bae는 AIGCC의 투자자 실무 이사입니다. 투자 프로세스 내 역량 구축과 기후 관련 문제 통합, 1.5도 목표에 맞춘 탈탄소화 자본흐름 증가를 위한 아시아 지역 투자자들과의 협력적 관계 관리를 담당합니다.

파리협정 준수 투자, 에너지 전환, 토지임야에 관련된 다양한 주제의 핵심 분야 업무를 감독합니다. 또한 전략 개발을 지휘하며, 아시아의 환경조건 내에서 삼림 벌채 문제를 다루기 위한 역량 구축, 시행을 통해 투자자를 지원하는 AIGCC의 임야 이용 업무 흐름 감독도 수행하고 있습니다. 아시아에서 지속 가능한 투자 개발을 실현하고자 하는 열정을 지닌 그는 지속 가능 파이낸스 계획을 선도하는 주요 글로벌 및 지역 금융기관연합의 일원입니다.

금융 서비스 및 경제 리서치 분야에서 16년 이상의 경험을 보유하고 있으며, 그중에서도 아시아 기관투자자를 대상으로 한 사모대출 펀드 운용과 투자 상품 구조화에 특화된 전문가입니다. 최근에는 CDP에서 아시아 자본시장 투자자와 환경친화적 참여를 지휘하는 지역 책임자를 맡았습니다.

Jingjing Bai is a Senior Advisor to bfinance since 2019, based in Hong Kong, and is responsible for multiple private markets fund selection projects in excess of 4 billion USD. In the recent years, Jingjing led several global alternative investment program covering Private Equity, Private Debt and Real Assets mandated by large corporates and family offices. Previously, she was the Head of HSBC Private Capital Advisory in Asia Pacific, and a Managing Director of Eaton Partners, oversaw the firm’s activities in the region, with a focus on Private Markets since 2007. She was one of the pioneer Venture Capital investors in China since the early 2000s, backed by MediBIC, a listed Japanese Biotech company. She started her career with Dell Computer Japan, as the Product Marketing Manager responsible for Dell’s mainstream product program. She holds MA from International University of Japan and BA from Nanjing University. She is fluent in Chinese, Japanese and English, and awarded full scholarship by the Konosuke Matsushita Memorial Foundation（ 松下幸之助記念志財団）since 1999.

晶晶白（ジンジン・バイ）氏は、2019年よりビーファイナンスのシニアアドバイザーとして香港を拠点に活動し、40億米ドル（約5520億円）を超える複数のプライベートマーケットファンド選定プロジェクトを担当。近年は、大企業やファミリーオフィスから委託されたプライベートエクイティ、プライベートデット、リアルアセットを対象とする複数のグローバルなオルタナティブ投資プログラムを主導した。以前は、HSBCプライベート・キャピタル・アドバイザリーのアジア太平洋地区責任者、また、イートン・パートナーズのマネージングディレクターとして、2007年からプライベートマーケットを中心とした同地区での活動を統括。2000年代初頭から、日本の上場バイオテクノロジー企業であるメディビックの支援を受け、中国におけるベンチャーキャピタルの先駆者の一人として活躍。デル・テクノロジーズ株式会社で、デルのメインストリーム製品プログラムを担当するプロダクトマーケティングマネージャーとしてキャリアをスタートさせた。国際大学で修士号、南京大学で学士号を取得。中国語、日本語、英語に堪能で、1999年に松下幸之助記念財団から全額奨学金を授与された。

Fabrizio Bocciardi is Head of Credit Investments at Mubadala, the sovereign investment company of the government of Abu Dhabi. He joined Mubadala in 2009 and he is responsible to invest in credit opportunities, currently managing a portfolio of over $13bn of private debt opportunities across US, Europe and Asia. Fabrizio is an investment committee member of Mubadala Diversified Investment platform and board member of Mubadala’s investment companies in Luxembourg and Singapore.
After 13 years in Abu Dhabi, he moved to London in 2021 as Mubadala opened a new office. Fabrizio structured and implemented the credit investment strategy for Mubadala and is leading a team of credit investment professionals to support the growth of credit portfolio in private debt opportunities.
He has more than twenty-five years of credit experience across a variety of transactions in leveraged loans, distressed debt, real estate and asset-based financing. Before joining Mubadala, he worked at Merrill Lynch in Distressed Debt and Restructuring in London. Fabrizio joined Merrill Lynch from Credit Suisse, where he was a Vice President in the European Financial Sponsors Group. He started his professional career at Citibank working as a credit analyst. Fabrizio graduated cum laude at Universitá Commerciale “Luigi Bocconi” in Milan (Italy) with a major in Corporate Finance.

Mr. Cannon is a Managing Director at HPS Investment Partners. Prior to joining HPS in 2017, Mr. Cannon was a Partner and Director of Research at Wingspan Investment Management, a distressed credit investment firm launched in 2013. Prior to Wingspan, Mr. Cannon was a Managing Director at Glenview Capital, where he led the Credit Investment effort from 2009 to 2012. Prior to joining Glenview, Mr. Cannon was a Principal at Audax Group, a Boston-based Private Equity firm. Mr. Cannon began his career in Mergers and Acquisitions Investment Banking at Goldman Sachs. Mr. Cannon holds an AB in Social Studies from Harvard College.

コルバート・キャノン 　キャノン氏はHPSインベストメント・パートナーズのマネージング・ディレクター。2017年のHPS入社以前には、2013年設立されたディストレスト・クレジット投資のWingspan Investment Managementでパートナー兼リサーチ・ディレクターを務めた。Wingspan以前には、Glenview Capitalのマネージング・ディレクターとして、2009年から2012年までクレジット投資部門を統括。 Glenview以前は、ボストンを拠点とするプライベートエクイティ会社Audax Groupのプリンシパル。 キャノン氏は、ゴールドマン・サックス証券M&A投資銀行部門でキャリアをスタート。ハーバード大学で社会学の学士号を取得。

Dan Cohn-Sfetcu, CFA is a Managing Director on the FS Global Credit team and serves as Portfolio Manager of the Senior Credit Funds and related SMAs. Dan joined Portfolio Advisors in 2018 and has been working in the private markets since 2002. Prior to joining Portfolio Advisors, Mr. Cohn-Sfetcu was a Managing Director at The Carlyle Group working in the private credit division. Before that, he spent 12 years investing in middle market private equity and credit with American Capital, Richardson Capital and Brookstone Partners. He began his career in investment banking at RBC Capital Markets in Toronto and SG Cowen in New York. Mr. Cohn-Sfetcu holds a B.Com from Queen’s University and is a Chartered Financial Analyst.

Ted Denniston serves as Senior Managing Director and Co-Head of NXT Capital and serves as Head of Originations. NXT Capital is an established middle-market direct lender and a subsidiary of ORIX Corporation USA. He joined NXT Capital in 2010 and is based in Chicago.

Mr. Denniston is jointly responsible for setting the strategic direction and overseeing all aspects of NXT Capital’s middle market private debt strategy. Mr. Denniston and his team are responsible for originating and closing new transactions, as well as maintaining relationships with private equity clients in the U.S. Mr. Denniston also is a member of NXT Capital’s Credit and Investment Committees.

Mr. Denniston has over 25 years of experience in credit, originations, and portfolio management. Before joining NXT Capital, he was a Director at Merrill Lynch Capital, where he was responsible for sourcing, closing, and managing transactions with private equity firms in the Northeast U.S. Mr. Denniston also spent nine years in a variety of roles at Transamerica Commercial Finance.

Mr. Denniston studied Business Administration at Emporia State University.

As Partner and Head of Belgium and the Netherlands, Jean Diercxsens has been instrumental in expanding Kartesia’s franchise in the region, bringing expertise in a wealth of sectors including leveraged finance, capital structuring, strategic decision-making, and M&A. Since joining Kartesia’s investment team in 2015 shortly after the company’s inception, Jean has made significant contributions towards numerous investments across Europe for the KCO and KSO strategies. He has played a pivotal role in notable transactions such as Swaycomet, Eight Advisory, Foraco, Richardson Sales Performance, Headfirst Van De Velde, and Weerts.

Prior to Kartesia, Jean spent six years at Deloitte and BNP Paribas in consultant and investment banking capacities, within the latter, contributing to structuring leveraged, event-driven financings for mid-market and large corporates in the Benelux, Central Europe, and Turkey.

Mr. Endo joined Tokio Marine Asset Management (TMAM) in 2017. His responsibilities include investment analysis, due diligence, investment monitoring, performance analysis, client reporting, and client servicing.
Prior to joining TMAM, he worked as a Senior Director at A-FIVE, a venture capital　sponsored by Japanese government focusing on startups in food and agribusiness sectors, before spending seventeen years in Mizuho Bank, where he took various positions from Corporate Advisory to PE Investment, but spent most of his career in LBO Finance both in Tokyo and NY. He received a BA in law from Waseda University and a MBA from MIT Sloan School of Management.

2017年に東京海上アセットマネジメントに入社。プライベートエクイティ投資に関する投資機会の発掘、デューデリジェンス、モニタリング、パフォーマンス分析及び投資家向けレポーティングに従事。
前職では、株式会社農林漁業成長産業化支援機構にてシニアディレクターとして農林水産業の6次産業化に関する投資を担当。それ以前は17年間、みずほ銀行の東京及びニューヨークの拠点にて、主としてLBOファイナンス業務及びプライベートエクイティ投資に携わる。
1998年早稲田大学法学部卒、2009年マサチューセッツ工科大学スローン経営大学院にてMBA取得。

Marianna Fassinotti is a managing director of D. E. Shaw & Co., L.P. and head of the D. E. Shaw group’s Private Credit investment unit operating from the firm’s New York office. Prior to joining the D. E. Shaw group in 2015, Ms. Fassinotti was a managing director at Siguler Guff & Company, LP, cohead of that firm’s distressed investment business, and co-portfolio manager of its distressed opportunities funds. Previous to that, she was an associate director at UBS AG focusing on global distressed debt and special situations investments. Ms. Fassinotti began her career as a research associate in residential mortgage-backed securities at Lehman Brothers. She received her A.B. in government, magna cum laude, from Harvard University, where she was awarded a Harvard College Scholarship for academic distinction, and earned an M.B.A. from the Tuck School of Business at Dartmouth, where she was an Edward Tuck Scholar. Ms. Fassinotti is a native Italian speaker and fluent in Spanish.

Martino is a Partner at Park Square Capital, LLP, and a member of the firm's Executive Committee and Investment Committee. Martino joined Park Square in 2008 and launched Park Square's US operations in 2014. Prior to that, Martino worked in London within Citigroup’s leveraged finance department and at McKinsey & Company. Martino graduated from Bocconi University in Milan with a Master of Science in quantitative Economics.

マルティノ・ゲッツィはPark Square Capital LLPのパートナーでありエグゼクティブ委員会ならびに投資委員会のメンバーです。マルティノは2008年にパーク・スクエアに参画し2014年から米国事務所の運営ならびに投資に従事してきました。パーク・スクエア参画以前はロンドンのCitigroupのレバレッジド・ファイナンス部門やMcKinseyにてコンサルタントを歴任。ミラノのボッコーニ大学卒業（計量経済学）。

Tom Green is Head of Direct Lending team and covering both UK and Europe within HSBC Asset Management based in London and has been working in the financial industry since 1999. Within the team, Tom is responsible for overseeing investment in loans provided to mid-market companies under private equity ownership for a directly invested Senior Loan Fund. Prior to joining HSBC Asset Management in 2019, Tom worked as Regional Head of Leveraged Finance for HSBC, where he was responsible for leading a team focused on origination and execution of leveraged loans provided to mid-market companies by the bank. Tom has 17 years of experience in leveraged finance and during his time with HSBC Bank completed more than 75 transactions for a wide range of private equity houses and deployed over £2bn of senior debt. Tom graduated from Durham University with a BSc Hons in Geography and also from UMIST with a BSc Hons in Financial Services.

HSBCアセットマネジメントのロンドン拠点で、ダイレクト・レンディング・チームの責任者として英国と欧州市場を担当。1999年より金融業界に従事。プライベート・エクイティがスポンサーとなるミドルマーケット企業向けのローンに直接投資を行うシニア・ローン・ファンドの運用を監督する責任を担う。2019年にHSBCアセットマネジメントに入社、それ以前は、HSBC銀行においてレバレッジド・ファイナンスの地域責任者を務め、銀行によるミドルマーケット企業向けレバレッジド・ローンのオリジネーションおよび実行を行うチームを率いた。レバレッジド・ファイナンスで17年の経験を有し、HSBC銀行に在籍中は様々なプライベート・エクイティ会社に対して75を超える取引を実行し、20億英ポンド超のシニアデットを担当した。
ダラム大学において地理学の優等学士、マンチェスター工科大学（UMIST)において金融サービスの優等学士を取得。

Fiona is a Head of Leveraged Finance fund management in the Private Markets division of M&G Investments, the UK asset manager that is part of the listed, global financial group, M&G plc. She joined M&G in 2003 after a decade in banking;
She leads the investment desk that runs a variety of Loan strategies, in fund and CLO form, for M&G’s clients.

Fiona has a particular focus on driving Sustainability within the strategies. Fiona is M&G’s representative in the European trade body and is on the Loan Market Association’s Board, being actively involved in various private market initiatives, Loan, CLO and Sustainability-related.

Fiona is a Chartered Accountant and MA, Cambridge University. She holds the CFA Certificate in ESG Investing.

Mr. Hasan is the Managing Partner of the Investment Manager. He leads the Investment Team and is a member of the Investment Committee. Mr. Hasan joined the Investment Manager in 2007 and has 23 years of industry experience. He previously was an investment professional on credit investment teams at Dune Capital and GSC Group. He began his career in investment banking at RBC Capital Markets in 2001. Mr. Hasan is a graduate of Ithaca College (B.S., 2001).

Mr. Hasan은 Deerpath Capital의 투자팀 대표(Managing Partner)이며 투자위원회 위원입니다. Hasan은 2007년 투자팀에 입사했고, 23년의 업력을 보유하고 있습니다. 직전 경력으로 그는 Dune Capital과 GSC Group크레딧 투자팀의 투자운용역으로 근무한 바 있으며, 2001년 RBC Capital Market의 Investment Banking 부문에서 커리어를 시작했습니다. Hasan은 2001년 미국 Ithaca College를 졸업했습니다.

ターズ・ハサン氏は弊社のマネージング・パートナー。投資運用の責任者兼投資委員会のメンバーとして務める。弊社設立時点の2007年に入社し、計23年の業界経験を有する。ディアパスの前はDuneキャピタル及びGSCグループのクレジット投資部に務め、RBCキャピタルマーケッツの投資銀行部門に2001年の新卒入社。イサカ・コレッジから2001年に大学卒業。

Updated bio coming soon.

Mr. Dai Ikeda is a Deputy General Manager of Alternative Funds Investment Department. He is mainly responsible for credit products including private debt and bank loans. Before joining the company, he was working in Japanese non-bank with several roles including an origination of cross-border project financings, and SME loans in Hong Kong. He has a bachelor of economics from Hokkaido University.

Mr. Iwashina joined Dai-ichi Mutual Life Insurance Company in 1987. He has been involved in a variety of investment management activities (foreign equities, domestic loans, overseas macroeconomic research, foreign bond portfolio manager, external asset management company research, etc.), studied abroad in the U.S., and lived in London before assuming his current position in April 2014. He holds a BA in Agriculture from the University of Tokyo and an MBA from the Wharton School of the University of Pennsylvania. He is a securities analyst in Japan and a CFA in the United States.

1987年、第一生命保険相互会社入社。一貫して資産運用部門で様々な業務（外国株式、国内融資、海外マクロ経済調査、外国債券ポートフォリオ・マネジャー、外部運用会社リサーチ、など）に従事、米国留学、ロンドン駐在も。2014年4月より現職。東京大学農学部卒、Wharton School of the University of Pennsylvania、MBA修了。日本証券アナリスト、米国CFA。

Hiroshi Jinno is Chief Investment Officer for International Finance Corporation (IFC) joined in June 2015. He is responsible for developing and managing strategic relationships to mobilize Japanese and global companies for strategic projects, identifying development impact by integrating public and private sector efforts, creating and materializing new opportunities for high impact and sustainable investments in the emerging markets and developing countries by engaging with the clients and sponsors. Prior to joining IFC, Mr. Jinno had extensive experience in the corporate and investment banking over the three decades. He has broad exposure and expertise to structured finance, corporate finance, capital markets, corporate restructuring, private equity investment and M&A advisory for his Japanese and global clients. He held senior management positions at leading global financial institutions including Goldman Sachs, Morgan Stanley, JP Morgan, Aozora Bank and Deutsche Bank. Mr. Jinno holds a B.A. from Keio University and an M.P.P.M. from Yale School of Management.

2015年6月より国際金融公社（IFC）チーフ・インベストメント・オフィサーとして発展途上国における民間企業による投資・事業活動を支援。気候変動関連では、再生可能エネルギー、トランジション・ファイナンス、グリーン/ブルー・ボンドなどのプロジェクトを推進。IFC以前はドイツ証券投資銀行本部長、あおぞら銀行専務執行役員、J. P. モルガン マネージング・ディレクター、モルガン・スタンレー、ゴールドマン・サックスなどにおいて要職を歴任。
イエール大学 経営学修士。慶應義塾大学卒業。

Tomoko is a Managing Director, Japan Representative in Hamilton Lane, where she heads the firm’s Tokyo office. She is primarily responsible for client management and development of the firm’s client relationships in Japan. Prior to joining Hamilton Lane in 2012, Tomoko was with the Bank of Tokyo-Mitsubishi UFJ, most recently as Chief Manager in the International Credit Division. Previously, she was Senior Manager in the Structured Finance Division, where she was responsible for managing a portfolio of global private equity fund investments. She also has extensive experience in the Credit Division, having worked out of the bank’s New York and London offices. Tomoko received a B.A. from International Christian University. She is a Chartered Financial Analyst and a member of the CFA Institute and CFA Society Japan.

日本代表・マネージングディレクターとして、主に日本のクライアントリレーション及びビジネスディベロップメントを担当。2012年10月のハミルトン・レーン参画前は、三菱東京UFJ銀行国際審査部次長。同行で長年海外審査に携わり、同行のニューヨークやロンドン支店でも勤務。チーム長としてLBO案件審査、不良債権ワークアウト等幅広い経験を積んだ。その後、ストラクチャード・ファイナンス部の上席調査役として、5年以上に亘りグローバルなプライベート・エクイティファンド・ポートフォリオ投資のチームを率いた。
学歴等：国際基督教大学教養学部卒。CFA協会認定アナリスト。公益社団法人 日本証券アナリスト協会 認定アナリスト（CMA）

Akihiro Konishi is head of Investment Management Department at Federation of National Public Service Personnel Mutual Aid Associations, in Japanese “Kokka-Komuin-Kyosaikumiai-Rengokai” (KKR)since 2023. KKR manages the employees’ pension plan together with other entities such as GPIF, and manages other pension fund for government employees. It’s AUM is about 11 trillion yen and invest in stocks, bonds, and alternative assets.

Akihiro has more than thirty years of career in financial market and experienced a variety of transactions in private loans, samurai-bonds, syndicated-loans, shipping finance, structured finance etc. He was seconded to KKR form The Development Bank of Japan (DBJ) in 2021 as head of alternative assets, and transferred in 2023. He joined DBJ in 2006 where he experienced the management of subsidiaries as a senior officer and the board member of DBJ Securities, and DBJ Asset Management. He also has a secondment experience to The National Federation of Mutual Aid Associations for Municipal Personnel for two years, where he involved in pension management and launched alternative investments. Before joining DBJ, he worked at Rating and Investment Information, and The Industrial Bank of Japan. He started his professional career at The Long-term credit bank of Japan in 1991.

Akihiro graduated Keio University in Tokyo, majored in Economics. He obtained MS in finance from Aoyama Gakuin University in Tokyo.

国家公務員共済組合連合会（KKR）資金運用部長　小西昭博。
KKRはGPIFなど他の管理運用主体と共に厚生年金の運用を行うほか、主として国家公務員である組合を対象とする退職等年金給付積立金を運用しております。およそ11兆円を預かる資金運用部門の責任者として、株式、債券、オルタナティブ資産への投資を行っています。
1991年、㈱日本長期信用銀行入行。㈱日本興業銀行、㈱格付投資情報センターを経て2006年に日本政策投資銀行（DBJ）に入行した。
DBJでは、地方開発部、金融企画部などを経てDBJ証券、DBJアセットマネジメントの役員として子会社経営に携わる。2017年より2年ほど全国市町村職員共済組合連合会に出向し、オルタナティブ投資を担当。日本政策投資銀行監査役室長を経て、2021年に再び公的年金の一角である国家公務員共済組合連合会に出向しオルタナティブ投資の立ち上げを行う。2023年7月、同連合会に転籍、現在に至る。
1991年慶応義塾大学経済学部卒、2001年青山学院大学大学院国際政治経済学研究科修了　国際ビジネス修士（ファイナンス）。

Jeff Levin is a Managing Director of Morgan Stanley and is the Co-Head of Morgan Stanley’s North America Private Credit team, where he serves on the Investment Committee and is the Portfolio Manager and the Head of Direct Lending. Mr. Levin rejoined Morgan Stanley in 2019 and has over 20 years of relevant industry experience. Prior to his current role, Mr. Levin was a Partner and Managing Director of The Carlyle Group where he served as President of The Carlyle Group’s BDCs, and was a member of the investment committee for the Direct Lending platform. Prior to joining Carlyle in 2012, he was a founding member of Morgan Stanley Private Credit, where he was responsible for originating, structuring and executing credit and private equity investments across various industries. Prior to that role, Mr. Levin was a member of the Leveraged & Acquisition Finance Group at Morgan Stanley where he was responsible for originating and executing high yield bond and leveraged loan transactions. He graduated from Emory University in 2002.

モルガン・スタンレーのマネージング・ディレクターで、モルガン・スタンレーの北米プライベート・クレジット・チームの共同責任者。同チームの投資委員会の委員であり、ダイレクト・レンディング戦略の責任者兼ポートフォリオ・マネジャー。2019年モルガン・スタンレーに再入社、20年以上の運用関連業界の経験を有する。現職以前は、カーライル・グループのパートナー兼マネージング・ディレクターとして、カーライル・グループのBDCのプレジデントを務め、また、ダイレクト・レンディング・プラットフォームの投資委員会のメンバーを務めた。2012年にカーライルに入社する以前は、モルガン・スタンレー・プライベート・クレジット・チームの設立メンバーとして、さまざまな業界のクレジットおよびプライベート・エクイティ投資のオリジネーション、ストラクチャリング、エグゼキューションを担当。それ以前は、モルガン・スタンレーのレバレッジド＆アクイジション・ファイナンス・グループに所属し、ハイイールド債およびレバレッジド・ローン取引のオリジネーションおよびエグゼキューションを担当。2002年米国エモリー大学卒業。

Andrew Lockhart is a founder and one of the four Managing Partners who form the Investment Committee at Metrics Credit Partners.
Andrew has over 30 years’ banking, funds management and financial markets experience specialising in leverage and acquisition finance as well as corporate and institutional lending. Andrew’s considerable experience includes being responsible for the origination and portfolio risk management of large, diversified, and complex loan portfolios including corporate restructurings. Andrew holds a Bachelor of Business and Masters of Business Administration from the Queensland University of Technology.

Alex Lynn is PEI Group's Hong Kong Bureau Chief. He is responsible for breaking news, commentary and analysis of the Asia-Pacific private markets, with a particular focus on private equity. Alex previously spent two years covering EMEA private equity markets from PEI’s London office before relocating in 2019. Prior to joining PEI, he covered specialist lending for a number of publications in London. He has a master’s degree in Journalism from Kingston University.

Jon oversees the portfolio construction, risk management, analytics and research that support Northleaf’s private equity and private credit funds and product development activities, and is a member of the Private Credit Investment Committee.
Prior to joining Northleaf in 2016, Jon was Managing Director, Global Head of Strategy, Risk and Analytics at Värde, a global $12 billion alternative asset manager with offices in Minneapolis, London and Singapore. Previously, Jon was a Principal with Bain & Company where he focused on alternative investments and asset management. Jon began his career with HSBC and PricewaterhouseCoopers in capital markets and audit roles.
Jon received an MBA (Dean’s List) from the Rotman School of Management, University of Toronto and a B.Sc (International Management) from the University of Manchester.

Jon McKeownは、Northleaf Capital Partnersにおいてポートフォリオ構築、リスク管理、分析、リサーチを統括、プライベートエクイティ、プライベートクレジットファンドおよび商品開発活動をサポートする。プライベートクレジット投資委員会のメンバーでもある。2016年Northleaf Capital Partners入社以前は、ミネアポリス、ロンドン、シンガポールにオフィスを構えるグローバルなオルタナティブ資産運用会社であるVärdeのマネージング・ディレクターとして、戦略、リスク、分析のグローバルヘッドを務めた。 それ以前は、ベイン・アンド・カンパニーのプリンシパルとしてオルタナティブ投資およびアセットマネジメントを担当。 キャリアのスタートは、HSBC、プライスウォーターハウスクーパースにて資本市場と監査業務に携わる。トロント大学ロットマン経営大学院でMBA（ディーンズ・リスト）、マンチェスター大学で理学士号（国際経営学）を取得。

As Director for Asset Management Business, Ms. Nakagawa supervises asset management industry in Japan and is also responsible for promoting the JFSA’s international financial center initiative. Ms. Nakagawa joined the JFSA in 2000 and since then took various roles within the JFSA including rule-making in market regulations and international affairs. She has also worked at the Cabinet Office as a staff economist in 2004-2006.

She received her master’s degree in International Relations from University of California, San Diego, and B.A. in Economics from Keio University. She was a visiting fellow at Stanford University in 2012-2013.

平成12年、金融監督庁（当時）入庁。内閣府出向、市場課、国際室などを経て、令和3年7月から現職。現在は、資産運用会社の監督のほか、国際金融センター推進に向けたプロモーションを担当している。
平成12年慶応義塾大学経済学部卒、平成16年カリフォルニア大学サンディエゴ校大学院卒。平成24-25年、スタンフォード大学客員研究員。

Maiko is a Managing Director on the Investment Research team and has over 23 years of fund research, proprietary trading, and investment banking experience. She is responsible for sourcing managers, conducting due diligence, evaluating and monitoring Asia-based funds. Maiko works with the global Portfolio Advisory teams on existing and potential investments in Asia. Prior to joining Aksia in 2007, Maiko was a Vice President at the Strategic Investment Group of Deutsche Securities in Tokyo, where she focused on principal investments in distressed and special situations. She also worked as an investment banking Associate at the M&A department of Nomura Securities. Maiko started her career as an Analyst in the Global High Yield group of Morgan Stanley in Tokyo. Maiko graduated from Hitotsubashi University with a BA in Sociology and is a CPA (inactive).

アジア戦略のファンド運用会社の発掘、デューデリジェンス、評価、モニタリングを担当する。また、グローバルなポートフォリオ・アドバイザリー・チームと連携し、アジアにおける既存および潜在的な投資案件を担当。2５年以上のファンドリサーチ、自己勘定取引、投資銀行業務の経験を持つ。

2007年にアクシアに入社する以前は、ドイチェ証券東京オフィスの戦略投資グループでバイス・プレジデントを務め、ディストレストやスペシャル・シチュエーションへのプリンシパル・インベストメントに注力。また、野村證券のM&A 部門で投資銀行業務アソシエイトを務めた。モルガン・スタンレー証券会社（東京）では、グローバル・ハイ・イールド・グループのアナリストを務めた。
一橋大学社会学部卒業、米国公認会計士

Kazuo Nishimura is Director of Tasku Advisors, advisory/investment firm to serve institutional investors, also advising Hachijuni Bank on its alternative investments. Prior to those, he spent more than 20 years for Nomura Group’s private asset gatekeeper business and 12 years for Fuji Bank. He graduated from University of Tokyo with B.E. in applied physics and holds MBA from the University of Chicago.

西村は、国内の機関投資家向けに運用コンサルティング、運用サービスを提供しているタスク・アドバイザーズの取締役を務めております。また、八十二銀行のオルタナティブ資産投資のアドバイザーも務めています。西村は2023年までの20年間以上にわたり野村グループのプライベート資産のゲートキーパー業務に携わり、またそれ以前は富士銀行で主に市場部門に12年間在籍しました。シカゴ大学経営大学院（MBA）、東京大学工学部物理工学科卒。

Rob Petty is Executive Director and Chief Executive Officer Asia at Fiera Capital and is a member of the Global Executive team. He is responsible for driving Fiera’s strategy and business in Asia and leads the company’s distribution, consultant relations, and marketing teams, providing executive leadership for all employees across all functions in the region. He continues to sit on board seats and investment committee positions in the Fiera Capital (Asia) business.
Prior to joining Fiera Capital through its acquisition of Clearwater Capital Partners in 2018, Rob was a co-founder and managing partner of Clearwater. Rob and his partner Amit Gupta founded Clearwater in 2001 and, since that time, have invested profitably across cycles, sectors, and geographies, building an investment platform that is one of the largest credit-investing firms across the region. Over his career, Rob has focused on international credit investments, with broad expertise in direct lending, secondary credit, and special situations strategies.

Rob holds a Bachelor of Arts degree in Political Science from Brown University and is based in London. Rob has held numerous board positions over the past 40 years and currently sits on two portfolio company boards as well as the non-profit organization EngenderHealth, dedicated to women’s reproductive rights.

ロブ・ペティはフィエラ・キャピタル（アジア）のエグゼクティブ・ディレクター兼CEOで、グローバル・エグゼクティブ・チームのメンバーです。アジア地域におけるフィエラの戦略とビジネスを推進する責任者で、同社のディストリビューション、コンサルタント・リレーション、マーケティング・チームを率い、同地域の全従業員に対してエグゼクティブ・リーダーシップを発揮しています。フィエラ・キャピタル（アジア）の取締役会および投資委員会のメンバーを務めています。

2018年にクリアウォーター・キャピタル・パートナーズの買収によってフィエラ・キャピタルに入社する以前は、クリアウォーターの共同設立者兼マネージング・パートナーを務めていました。ロブ・ペティとパートナーであるアミット・グプタは200１年にクリアウォーターを設立して以来、景気サイクル、セクター、地域を問わず、収益性の高い投資を実行し、アジア地域において最大のクレジット運用会社の一社として投資プラットフォームを構築してきました。キャリアを通じて、ロブはダイレクト・レンディング、セカンダリー・クレジット、スペシャル・シチュエーション戦略など幅広い専門知識を持ち、グローバルなクレジット投資に注力してきました。

ブラウン大学で政治学の学士号を取得し、ロンドンを活動の拠点としています。過去40年にわたり数多くの役員を歴任し、現在は投資先企業２社の役員を務めるほか、女性のリプロダクティブ・ライツ（性と妊娠に関する権利）に取り組む非営利団体であるエンジェンダーヘルスの役員も務めています。

Mr. Racz is President and Co-Founder of MGG Investment Group. Prior to MGG, Mr. Racz was President, Principal, and Chief Legal Officer of Hutchin Hill, a multi-billion multi-strategy hedge fund. Prior to joining Hutchin Hill, Mr. Racz co-founded Octavian Advisors, LP, a $1.4 billion multi-strategy investment fund, and served as President, Chief Operating Officer, and general counsel (2006-2009). Previously, Mr. Racz was a member of the corporate department of the law firm Wachtell, Lipton, Rosen & Katz (1999-2006). There he advised on corporate, securities, and compliance matters for Fortune 500 businesses, investment firms, and institutional and high net worth clients, including ConocoPhillips, General Mills, Walt Disney Company, Citigroup, JPMorgan Chase, Fox Paine, Warburg Pincus, a Washington State Investment Board affiliate, and owners of the New Jersey Devils. Mr. Racz was also a journalist at The Wall Street Journal and The Buffalo News (1993-1995) and worked at the Manhattan D.A.’s Office (1991-1993).

Previously, Mr. Racz was clerk on the D.C. Circuit, U.S. Court of Appeals. He is a member of the Board of Trustees & Investment Committee of the NYU School of Law Foundation and was a term member of the Council on Foreign Relations. He is a member of the P&I Research Advisory Panel. He was named a “2011 Rising Star of Hedge Funds” by Institutional Investor.

Mr. Racz received his JD, Order of the Coif, magna cum laude, from NYU School of Law and his BA, magna cum laude and Phi Beta Kappa, from Dartmouth College. Mr. Racz also studied at Oxford University and Leningrad State University.

Jihan joined Permira Credit in February 2013. She is responsible for managing Permira Credit’s structured credit funds and is a member of the Investment Committee.

Prior to joining Permira Credit, Jihan spent nine years at Morgan Stanley working on the Structured Credit trading desk.

After graduating from university in 1996, Ms. Sagae joined a leading private equity venture investment firm in Japan.
Since 2007, Ms. Sagae jointed Nomura Group, Nomura Fund Research and Consulting (currently Nomura Fiduciary Research and Consulting) and Nomura Asset Management Co., Ltd., and has consistently been in charge of gatekeeping related to alternative fund investments.

1996年大学卒業後、国内大手プライベートエクイティ・ベンチャー投資会社入社、
2007年から野村ファンド・リサーチ・アンド・コンサルティング（現野村フィデューシャリー・リサーチ＆コンサルティング）、
2015年から野村アセットマネジメント配属、一貫してオルタナティブファンド投資に関わるゲートキーパー業務を担当。

Ken Shimasaki is responsible for the sourcing new managers and strategies globally in the alternative investment space with a focus on the credit strategies including credit related HFs and private debt funds. Before joining Mitsui & Co. Alternative Investments in 2013, he was managing FoHFs for 9 years as a Head of Alternative Investments at Sumitomo Mitsui Asset Management. Prior to that, he was involved in the asset allocation, risk management, portfolio management in Tokyo and Toronto, Canada for Sumitomo Life Insurance. He has a B.S. from University of Tokyo and MBA from Massachusetts Institute of Technology.

2013年に三井物産オルタナティブインベストメンツ入社以来、プライベート・クレジットを中心に、その他HF、インパクト投資ファンドを投資対象としたグローバル・リサーチ、ポートフォリオ運用を担当。それ以前は、2004年から2012年まで三井住友AM（現在のSMDSAM）にてFoHFsの運用責任者。マサチューセッツ工科大学スローン・スクールMBA。

Takeuchi has been involved in broad range of private asset investments at Asset Management One (AMO). AMO was formed by merging the 4 investment business units under Mizuho Financial Group and Dai-ichi Life Insurance in 2016. As a fiduciary of its clients, AMO invests in private equity, private debt, infrastructure and real estate. Between 2007 and 2015, Takeuchi was an active owner/founder of Brightrust PE Japan, a research and investment advisory firm focused on private equity. In 1990s Takeuchi co-headed global derivatives trading at a Berkshire Hathaway group company, General Re Financial Products, and oversaw its Asia Pacific operation. He started his professional carrier at a Japanese Government’s aid agency, Overseas Economic Cooperation Fund, in 1983. He is a graduate of Tokyo University and Sydney University.

竹内丈二氏は、アセットマネジメントOne 株式会社（AMO）のエグゼクティブマネジャーとして幅広いプライベートアセット投資に従事。同社は、2016年にみずほフィナンシャルグループおよび第一生命保険傘下の4つの投資事業部門が統合して発足し、顧客からの信託を受け、プライベートエクイティ、プライベートデット、インフラ、不動産に投資している。同氏は、2007年から2015年にかけて、プライベートエクイティに特化した調査・投資顧問会社であるブライトラストPEジャパンのオーナー兼創業者として活躍。1990年代には、バークシャー・ハサウェイのグループ会社であるGeneral Re Financial Productsにおいてグローバルデリバティブ取引の共同責任者として、アジア太平洋地域事業の統括にあたった。1983年、日本政府の援助機関である海外経済協力基金でキャリアをスタートさせる。東京大学、シドニー大学を卒業。

Yasuyuki Tomita is an Executive Director, the Head of Private Equity Investments at JST.

Prior to joining JST in March 2022, he worked at Development Bank of Japan (DBJ) from 1999.From 2019 to 2022, he supervised overall private equity (PE) businesses including PE and private debt (PD) fund investments among DBJ Group as a Deputy General Manager. From 2014 to 2019, he was at DBJ Asset Management as a Managing Director. During this time, he launched asset management businesses and managed multiple mandates from DBJ and Japanese institutional investors in PE, PD and infrastructure investments. He experiences PE and PD investments approximately for 20 years.

He graduated with MBA from MIT Sloan School of Management and received a Bachelor of Economics from Tohoku University.

2022年3月より現職。それ以前は、1999年に日本開発銀行（現㈱日本政策投資銀行）（以下「ＤＢＪ」）入行、2004年以降プライベート・エクイティ（ＰＥ）及びプライベート・デット（ＰＤ）投資関連業務に関与し、海外ＰＥファンド投資の開始及び運用、ＤＢＪアセットマネジメント㈱のＰＥ、ＰＤ及びインフラストラクチャー投資の資産運用ビジネスの立ち上げ、同分野におけるＤＢＪ及び国内機関投資家向け投資助言・投資運用業務等に従事。2019年以降は、ＤＢＪグループにおけるＰＥファンド投資を含む企業投資全般の戦略立案及び態勢整備、関連会社の企画・管理等を担当。ＰＥ及びＰＤの投資業務に通算で約20年間従事

東北大学経済学部卒、マサチューセッツ工科大学スローン経営大学院ＭＢＡ取得

Rafael joined Muzinich & Co. Inc. in 2014 and is currently Cohead of the Pan-European Private Debt business within the firm. Prior to joining, he was a partner of Hutton Collins Partners LLP, a €1.4 billion primary subordinated debt/preferred equity investment firm across Europe, focused on southern European investments. Previously, Rafael held a number of positions in Middle Market investing, lending and credit, including two years at Mercapital, a middle market private equity firm in Spain, and five years at Merrill Lynch first in credit and later in Leverage Finance originating and executing senior and subordinated debt investments. He started his career at Chemical Bank / Chase Manhattan Bank in Madrid. Rafael graduated from ICADE in Spain and Groupe ESC Reims in France with a B.A. Honors in European Business Administration.

ミューズニッチ社入社以前は、欧州全域で14億ユーロのプライマリー劣後債及び優先株を運用するHutton Collins Partners LLPのパートナーとして南欧投資に注力。それ以前は、スペインのミドルマーケット・プライベート・エクイティ会社であるMercapital に2年間、Merrill Lynchに5年間勤務し、ミドル・マーケット投資、融資、クレジット業務分野で数多くの役職を歴任。Merrill Lynchでは、当初はクレジット部門に在籍し、後にレバレッジ・ファイナンス部門でシニア及び劣後債投資の組成及び執行を担当。スペイン・マドリードのChemical Bank/Chase Manhattan Bankでキャリアをスタート。スペインのICADE及びフランスのGroupe ESC Reimsを卒業し、欧州経営学の優等学士号を取得

Alexandra joined AXA Prime in July 2023 as Head of Private Debt Co-Investments.

Prior to joining AXA IM Prime, Alexandra was a founding member of the Federated Hermes Direct Lending platform which was established in 2015. The platform focused on senior and unitranche loans to mid-market companies and launched multiple funds dedicated to third party investors. From 2011 to 2015, Alexandra was a senior member of the investment team at GE Capital. The team managed a European mid-cap leveraged loan portfolio totaling more than $4.5bn in AUM. Alexandra was responsible for functions including new execution, restructuring and portfolio management. Previously. Alexandra worked for more than six years in the leveraged finance underwriting business at the Royal Bank of Scotland, where she focused on European large-cap private equity-backed transactions as well as UK mid-market leveraged and acquisition finance deals.

Alexandra holds a Specialised Masters in Corporate Finance from the EM Lyon School of Management and a Master of Science in Management from the ESC Grenoble School of Management.

David Wilmot is a Founding Partner of Apera Asset Management responsible for developing the business in the UK and the Nordic region. David has extensive experience both of direct lending investment and management of private debt teams and portfolios. Prior to Apera, David spent 16 years at Babson Capital Management, where, as Joint Head of European Private Finance, he was responsible for the investment origination, portfolio management, and capital raising activities for several funds and investment mandates. Prior to Babson, David was head of the UK Leverage Finance team at Société Générale. David holds a B.Sc. (Hons) in Banking and Finance from Loughborough University, an MBA from Bayes Business School and is an Associate of the Chartered Institute of Bankers.

デイビッド・ウィルモット氏はApera Asset Managementの創業パートナーであり、英国および北欧地域での事業開発を担当している。直接融資投資、プライベート・デット・チームおよびポートフォリオの管理の両方で豊富な経験を有する。Apera入社以前は、バブソン・キャピタル・マネジメントに16年間勤務し、欧州プライベート・ファイナンスの共同責任者として、複数のファンドや投資マンデートの投資組成、ポートフォリオ管理、資金調達業務を担当した。バブソン入社以前は、ソシエテ ジェネラルで英国レバレッジ・ファイナンス・チームの責任者を務めた。ラフバラ大学でバンキングとファイナンスの学士号（優等学位）、ベイズ・ビジネススクールでMBAを取得している。

Tomoko Yano is the Head of External Management investing on behalf of Aflac Life Insurance Japan, where she originally joined as the General manager in the Investment Planning Division. Tomoko is responsible for the traditional and private asset portfolios focused on private debt, commercial real estate debt, and various equities. She brings 25 years+ of asset management experience, including hedge funds and liquid assets. Her previous experience includes fund research and sourcing at a gatekeeper in Hong Kong and as an equity analyst at hedge funds in Hong Kong and New York. She started her career in project finance at presently called MUFJ Bank. She received a Bachelor of Laws from Keio University and a Master of Business Administration from Massachusetts Institute of Technology.

Junichi Yonezawa started his career at Norinchukin Bank in 2003, first working in corporate lending. Later, he moved to the Credit Investment Division, where his responsibilities included managing securitized products, LBO loans, corporate bonds, and mid-market loan fund investments. He then moved to the Alternative Investment Division, where he focused on private equity and real estate equity fund investments. Since 2021, he has been responsible for all alternative investments at Norinchukin Asset Management.

Chin Yuen is a Research Manager at PDI. Based in Hong Kong, he is responsible for leading a team of researchers dedicated to maintaining a database of institutional investors, fund managers and funds in the private markets space. He is also leading a number of data projects which includes rankings (II 100), quarterly fundraising reports and investor reports. Chin graduated from the University of Hong Kong with a BSc degree in Science (Major in Statistics) in 2015.