Harvey Schwartz, CEO of The Carlyle Group, one of the world's largest private equity fund (PEF) managers, met directly with individual investors in Korea.
Korea Investment & Securities announced that it hosted this client invitation event for communication in Yeouido, Seoul, on the 22nd. In addition to CEO Schwartz, key executives from The Carlyle Group, including Jeff Nedelman, Global Head of Client Strategy, and Lee Sooyong, Head of Asia Strategy, attended the event in person. This is the first event The Carlyle Group has held in Korea targeting individual clients.
Harvey Schwartz, CEO of The Carlyle Group, is discussing global market outlooks with attendees, including individual investors, at a client invitation event hosted by Korea Investment & Securities on the 22nd.
CEO Schwartz received an enthusiastic response from attendees as he shared insights on the medium- to long-term outlook for the U.S. economy, global private equity market trends, and credit investment strategies. He stated, "The uncertainty and volatility of the U.S. economy present both crisis and opportunity," and added, "Considering the proactive response of the United States to drive economic growth, the U.S. remains an attractive investment market, offering both stability and opportunity."
A client who attended the event said, "Meeting the CEO of a global asset manager in person was a special experience, and listening to their professional investment strategies provided an opportunity to deepen my understanding of and trust in global funds."
Founded in the United States in 1987, The Carlyle Group is one of the world's largest global investment firms, with assets under management (AUM) totaling approximately $453 billion (about 630 trillion KRW) as of the end of the first quarter of 2025. In 2023, Korea Investment & Securities entered into a strategic partnership with The Carlyle Group and secured exclusive domestic distribution rights for Carlyle's overseas credit products, which amount to about $4 billion annually.
Kim Sunghwan, CEO of Korea Investment & Securities, said, "Up to now, we have been pursuing Phase 1, which is building networks with global financial institutions. Now, we are at a turning point as we move into Phase 2, which is generating tangible results with major global partners," and added, "We will continue to provide differentiated global financial products to our clients going forward."
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