LP Outlook for Emerging Markets: EMPEA’s 2016 Global Limited Partners Survey Results
Join EMPEA and a panel of leading LPs to discuss the results from EMPEA's Annual Global Limited Partner Survey.
Key topics to be discussed include:
- How are LP allocations and commitment levels to EM PE likely to evolve over the next two years?
- Which emerging markets look most attractive, and which are expected to deliver the highest returns?
- What issues pose the greatest concern for LPs in managing their EM PE portfolios?
- Which fund strategies and sectors do LPs plan to build exposure to in emerging markets over the next two years?
- Which criteria are most important to LPs when selecting EM PE fund managers?
Jay Koh, Managing Director and Partner, Siguler Guff & Company
Jay Koh is a Managing Director and Partner of Siguler Guff and a member of the Firm's senior management team. Prior to joining Siguler Guff, Mr. Koh was the Head of Investment Funds and Chief Investment Strategist at the Overseas Private Investment Corporation (OPIC), the development finance institution of the United States government. In this role, Mr. Koh led the agency's $2.6 billion active emerging markets private equity program, oversaw 33 funds and was involved in managing a $15 billion portfolio of political risk insurance, direct finance and private equity investments. Previously, Mr. Koh served as the Head of Europe, Middle East and Africa (EMEA) Private Equity at R3 Capital, formerly the Global Principal Strategies Division of Lehman Brothers. Mr. Koh also spent nine years at The Carlyle Group where he focused on direct growth equity investing. He is a graduate of Harvard College, Oxford University, and Yale Law School, and was also a law clerk to U.S. Supreme Court Justice David Souter.
Dennis Montz, Senior Vice President and Director, Private Investments, Sentinel Trust Company
Dennis A. Montz, CFA serves as Senior Vice President and Director of Private Investments, at Sentinel Trust Company, L.B.A., a Houston-based multifamily office specializing in complex, multi-generational planning and investing in growth. Mr. Montz manages five proprietary private equity funds of funds, which includes sourcing, performing due diligence independently and with consultants, and monitoring limited partner investments in venture capital, corporate finance, and real estate funds. He joined Sentinel after serving as vice president of finance/treasury for Amedisys, a public home-health company, where he managed cash investments and bank relationships as well as worked on a $125 million secondary equity offering. Previously, Mr. Montz worked at AIG in New York where he reviewed limited partner investments for private equity funds of funds and direct investments for AIG-sponsored funds on behalf of the Chief Investment Officer and managed fixed income portfolios. Prior to that, he served as an investment officer for Global Partner Ventures, a private equity fund investing in defense conversion joint ventures in the former Soviet Union. Mr. Montz started his business career at Price Waterhouse management consulting on privatization in the former Soviet Union. Mr. Montz earned a Bachelor of Science in Foreign Service degree from Georgetown University, an MBA from Tulane University, and both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.
Jeff Schlapinski, Manager, EMPEA
Jeff Schlapinski is the Manager of Research at EMPEA, the global industry association for private capital in emerging markets. He leads a team of researchers producing industry data, analysis and in-depth reporting on private equity, private credit and infrastructure and real assets in emerging economies. In addition to providing quarterly market intelligence to EMPEA’s members, Jeff manages EMPEA’s annual Global Limited Partners Survey and is a regular author of EMPEA reports, including the 2015 Special Report: Private Investing in the Power Sector in Emerging Markets. Jeff interacts regularly with the media, fund managers, institutional investors and industry advisors in order to fulfill EMPEA’s broader mission of informing the investment community on the private capital opportunity set in emerging markets. Jeff graduated from the Edmund A. Walsh School of Foreign Service (SFS) at Georgetown University in 2010 with a B.S. in International Economics.