Samir Jain

Asia Summit 2014 - U.S. Capital Markets: Smooth Sailing, but in What Direction?

John Sokoloff, Samir Jain, Tom Fink

Managing Partners John Sokoloff, Samir Jain, and Tom Fink analyze a credit environment where historical valuation precedents suggest the current boom is unsustainable despite mid-cycle economic expansion. The panelists identify a strategic pivot toward dividend recapitalizations and secondary market acquisitions as private equity firms navigate rising interest rate risks and a projected market correction. While Asian markets offer long-term growth opportunities through institutional capital flows, the experts warn that rapid rate hikes could trigger a violent downturn that fundamentally alters exit multiples.