China faces a growing debt problem of historical proportions which has been years in the making. Investors in distressed assets are now making forays into this evolving market, but a number of key questions remain:
- What is the scale and scope of the underlying issues?
- How are policymakers in Beijing addressing these issues?
- What deals are getting done? By whom?
- What is the nature of the underlying assets?
- Has China's new enterprise bankruptcy law been a factor? How so? If not, is it evolving into one?
- Could this be a wonderful mountain of assets...which investors simply cannot reach?
Brent Carlson, Director, AlixPartners (Moderator)
Ted Osborn, Partner, PwC
Wilson Pang, Head of Turnaround, Restructuring Services, KPMG
Paul Austin, Executive Vice President and General Counsel, DAC
Will Hay, William Hay & Co.
Jason Bedford, Executive Director, Asian Financials Research, UBS
Barry Lau, Co-founder and CIO, Adamas Asset Management