The Berkeley MBA
March 16, 2013   Haas School of Business   University of California, Berkeley


Roundtable Discussion

The Private Equity Boom in Asia’s Emerging Markets. From India to Indonesia and everywhere in between, what drives company growth and private equity investments in Asia?

Growth and economic trends in Asia’s emerging markets make them ideal for private equity investments. With investment opportunities in China slowing down we aim to understand what will fuel growth in Asia’s other emerging markets and how investors can support this growth, as well as profit from it. The Asia Business Conference keynote roundtable will build on the following questions:
  1. What industries and countries in Asia's emerging markets are most attractive to investors?
  2. How do geopolitics impact on the attractiveness in the long term?
  3. What makes a great company and/or CEO in Asia’s emerging markets? How are these characteristics unique to Asian companies and leaders?
  4. What are the evaluation criteria of potential investments and how do they differ from the process in developed countries?
  5. How does the relationship between investor, e.g. a General Partner, and an invested company’s leadership team play out in Asia? How is this different than developed PE markets like the US?
  6. Much of Asia is highly entrepreneurial, what does the VC/Startup space look like in Asia's emerging markets? How can some of Asia’s high growth markets such as India, Indonesia, and Vietnam stimulate entrepreneurship and the success of small businesses?


Koji Asada - General Manager, Investment Banking Division, Bank of Tokyo-Mitshubishi UFJ

Koji Asada is the General Manager of Investment Banking Division for the Americas, based in New York, responsible for the business promotion in product areas such as structured/project finance, securitization, syndications, leasing and trade finance. Prior to this appointment, he spent about a year as Deputy General Manager of the Asian Corporate Banking Division, where he managed the banking relationship with over 400 Asian and Japanese corporate customers in the United States.

Before he moved to New York in 2011, he was in Tokyo as the General Manager/Global Head of M&A Finance in Structured Finance Division.

In 2009, he was involved in launching the Bank’s strategic alliance with Morgan Stanley. He also headed the Steel Sector Coverage Team from 2006-08, and was a Global RM Officer from 1999-2003.

Koji joined the Bank in 1987. He holds a Bachelor of Arts in Economics from Keio University, Tokyo, and a Master of Business Administration from Haas School of Business, University of California at Berkeley.

Peter Goodson - Chairman, Mekong Capital

Peter Goodson is a pioneer in the private equity discipline as an early stage partner at Clayton, Dubilier & Rice one of the very first management buyout firms. To capture value the firm specializes in accomplishing significant operational improvements at companies like Hertz, Lexmark and Home Depot. Prior to his private equity career Mr. Goodson was the founder of Kidder, Peabody’s M&A practice. “Retired” he is Chairman of the Operations Advisory Board of the leading Vietnamese PE firm, Mekong Capital, a fellow of Dartmouth’s’ Tuck Center for Private Equity, sits on numerous boards, is an award winning teacher here at Haas and is currently developing an emerging market course focused on South East Asia.


Paul Tiffany - Director, Paul Tiffany & Associates

Paul Tiffany is a Senior Lecturer at the Haas School of Business of the University of California, Berkeley. He teaches courses in competitive strategy, business and public policy, and international management. He also currently serves as a Visiting Professor at the Cezanne School of Business at the University of Marseilles, and at SASIN, Thailand’s top graduate business school. He earned his M.B.A. from Harvard University, and his Ph.D. from University of California at Berkeley.

Paul Tiffany has published his research in various journals and has authored or co-authored several highly acclaimed and successful book titles including Business Plans for Dummies, which has gone through fifteen printings in ten languages since its release in 1997. He is the recipient of numerous awards for both his research and teaching.

Prior to entering academia, Paul Tiffany worked as a management consultant and C-suite advisor. Outside the classroom, he heads Paul Tiffany & Associates, which offers management consulting services to multinational companies throughout the world. Recent clients include Pfizer Animal Health-South East Asia, the American Chamber of Commerce of Hong Kong, Newcom LLC of Mongolia, and Siam Cement Group of Thailand.

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