Bo Reum (Hayley) Jang
General Manager, Alternative Assets Investment Department, NH Investment & Securities
Connecting Korean infrastructure with global capital
The Infrastructure Investor Seoul Forum, part of the Japan Korea Week, will bring together 300+ infrastructure professionals for a day filled with transformative insights, unrivalled networking and unmatched fundraising opportunities.
Key themes
- Global geopolitical and market dynamics balancing opportunities and risks: Understanding how geopolitical volatility impacts infrastructure as an asset class
- Korean LPs: What are the current key criteria for Korean LPs when selecting GPs?
- Mid-market investment opportunities and advantages of mid-market: Faster capital velocity and favourable exit dynamics compared to large-cap investments
- Infrastructure secondaries value creation: How secondaries compare to primary investments in terms of returns and liquidity
More insights, more fundraising opportunities.
300+ infrastructure professionals
150+ investors
40+ speakers
2024 speakers included:
Gain transformative insights
Share perspectives on Asian investment strategies, learn more about Korean investor appetite and identify high-yield assets across the region with leading investment practitioners.
Expand your fundraising horizons
The Seoul Forum will gather 150+ investors, gain access to them with across our day and a half of networking and secure your next investment.
Build a global network of influential investors
Create and nurture sustainable relationships with infrastructure’s elite by using our sophisticated networking platform.
2024 Agenda
For more information on speaking at the Japan Korea Week, please contact Andrew Wolff
E: andrew.w@pei.group
View agenda page
Agenda
Seoul Forum - Tuesday 11th
All times in KST; Live Sessions with Korea Investors Simultaneous translation in Korean and English
08:30 - 09:00
Registration and Networking l 등록 및 다과
09:00 - 09:05
PEI Opening Remarks (English) l PEI 개회사 (영어)
09:05 - 09:40
Fireside Chat (Korean)
Keehong Rhee,
Changhoon Lee,
Chunsuk Park,
Kyuhong Lee
Former CIOs of some of Korea’s leading LPs share a retrospective on their investing strategies and the market
09:40 - 10:30
Keynote Panel: Infrastructure investing at maturation: Will it remain a resilient asset class? (English) l 키노트 패널: 성숙 단계의 인프라 투자: 회복력을 가진 자산 등급으로 남을까 (영어)
Daniel Kemp,
Wei-Sun Teh,
Hamish Lea-Wilson,
Mounir Corm,
Darren Keogh ,
Ross Israel
- How will the interest rate environment and continuing geopolitical uncertainty shape GPs’ investment strategies going forward?
- Will the impact of digitalisation and decarbonisation continue to drive investment opportunities in the asset class?
- 2023 was a challenging year for fundraising – are GPs seeing stronger interest in 2024?
10:30 - 11:00
Break l 휴식시간
11:00 - 11:50
Panel: Seizing on the growth opportunities in the energy transition (English) l 패널: 에너지 전환 부문의 성장 기회 잡기 (영어)
Maximilian Lindner,
Peter Schümers,
Don Dimitrievich,
Ayaka Fujiwara
- How do you find value in growth technologies such as hydrogen and carbon capture?
- What are the untapped or niche areas of the energy transition with the most growth potential?
- How should LPs view supply chain and regulatory challenges when making investments?
Don Dimitrievich
Portfolio Manager, Senior Managing Director, Energy Infrastructure Credit, Nuveen
Read bio
11:50 - 12:10
Presentation: Global Private Infrastructure Trends (English)
Ethan Koh
12:10 - 13:15
Lunch and Networking l 오찬 및 네트워킹
13:15 - 14:00
Panel: Moving up the risk curve – the case for investing in core plus and value add (English) l 패널: 위험 곡선 오르기 - 코어플러스 및 밸류애드 투자 찬성론 (영어)
Dong Hun Jang,
Sam Lissner,
Jamie Storrow,
Harsh Agrawal
- What are the relative merits of investing in higher-risk assets as opposed to core infrastructure in the current economic environment?
- As competition has increased for core-plus infrastructure assets, are returns still as attractive as in previous years? Are deals harder to access?
- Which subsectors and geographies have the strongest growth potential? Where are the opportunities for investing in the mid-market?
14:00 - 14:50
Panel: Specialise or diversify? What are the optimal investing strategies for Korean LPs in the current environment? (English)
Tom Taylor,
Omar Jaffrey,
Alistair Ray,
Vishnu Amble
- How has the macroeconomic climate impacted on asset allocations?
- What are the correlations and synergies between investing in renewables and digital?
- What are the main drivers behind the increasing number and size of sector specific funds in the market? Where are the opportunities in the mid-market?
14:50 - 15:20
Break l 휴식시간
15:20 - 16:05
Panel: Korean LPs – what is their current appetite for infrastructure compared to other private assets? (Korean) l 패널: 한국 LP - 다른 자산군과 비교하여 현재 한국 LP의 인프라에 대한 선호도는? (한국어)
Monica Bae,
Kihyun Kim,
Mikyung Chung,
David (Guhn-Chang) Lee,
Bo Reum (Hayley) Jang
- What is the current Korean LP appetite for infrastructure compared to real estate, private debt, and PE? Does it compare favourably?
- How has the denominator effect impacted on Korean LPs’ investment portfolios?
- Do Korean LPs have a current preference/aversion for certain types of GPs? Is it possible for emerging fund managers to successfully fundraise in Korea?
16:05 - 16:45
Panel: Understanding infrastructure valuations (English/ Korean) l 패널: 한국 투자자들의 인프라 가치 평가 이해를 위한 가이드 (영어 / 한국어)
Serkan Bahceci,
Hyeyoung Yoon,
Chong Won (John) Kim,
Daniel Kemp
- What is fair value in infrastructure? Will core infrastructure valuations remain strong in a high-interest-rate world?
- Understanding the difference in valuations between private vs. public market infrastructure
- Will regulatory pressures and/or other factors lead to tighter scrutiny over asset valuations?
16:45 - 17:45
Cocktail Reception l 칵테일 리셉션
If you are interested in speaking at the Seoul Forum, please contact Andrew Wolff
Our 2024 speaker line-up
Bo Reum (Hayley) Jang
General Manager, Alternative Assets Investment Department, NH Investment & Securities
David (Guhn-Chang) Lee
Head of Alternative Investment Management Dep., Korea Investment & Securities
Thank you to our sponsors
Apply for a complimentary Investor Pass
Complimentary investor passes are limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.
Apply for a pass and a member of our team will be in touch to confirm your eligibility.
Find your next investment opportunity
Allocate your capital to the right place.
Network with your peers
Our LP-only breakfast, lunch and networking breaks are just some of the opportunities you will have to enrich your network, exchange valuable perspectives with your investor peers and diversify your investment strategy.
Gain expert insights
Safeguard your investments by hearing from our industry-leading speaker line-up, discover the latest trends and stay aligned with future innovations in the market.
Explore opportunities
Discover remarkable investment opportunities in sectors including emerging markets, the energy transition, infrastructure debt and more.
Meet with the best and brightest funds
Connect and arrange one-to-one meetings with infrastructure’s biggest fund and asset managers in the market.
Apply for complimentary pass
Complimentary investor passes are limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.
Apply for a pass and a member of our team will be in touch to confirm your eligibility.