Connecting Korean infrastructure with global capital

The Infrastructure Investor Seoul Forum brought together 250+ infrastructure professionals, for a day filled with transformative insights, networking and seeking investment and fundraising opportunities.

More insights, more fundraising opportunities at the Seoul Forum:

250+ infrastructure professionals 

130+ investors

40+ speakers

15+ countries participating

2024 investors included:

Key themes included

  • Impact of digitalisation and decarbonisation
  • Korean LP appetite for infrastructure compared to real estate, private debt, and PE?
  • Correlations and synergies between investing in GX and DX
  • The untapped or niche areas of the energy transition with the most growth potential?
  • Will regulatory pressures and/or other factors lead to tighter scrutiny over asset valuations?

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 is home to 100+ 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.

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2024 Agenda

For more information on speaking at the Japan Korea Week, please contact Andrew Wolff
E: andrew.w@pei.group

Day 1
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

A speaker photo for Keehong Rhee

Keehong Rhee

Auditor, WWG Asset Management

Read bio
A speaker photo for Changhoon Lee

Changhoon Lee

Former CIO, Government Employees Pension Service (GEPS)

Read bio
A speaker photo for Chunsuk Park

Chunsuk Park

Former CIO, MG Korean Federation of Community Credit Cooperatives (KFCC)

Read bio
A speaker photo for Kyuhong Lee

Kyuhong Lee

Former CIO, Teachers’ Pension (TP)

Read bio
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?
A speaker photo for Daniel Kemp

Daniel Kemp

APAC Editor, Infrastructure Investor

Read bio
A speaker photo for Wei-Sun  Teh

Wei-Sun Teh

Executive Director, Infrastructure, IFM Investors

Read bio
A speaker photo for Hamish Lea-Wilson

Hamish Lea-Wilson

Partner, Igneo Infrastructure Partners

Read bio
A speaker photo for Mounir Corm

Mounir Corm

Deputy CEO and Founding Partner, Vauban Infrastructure Partners

Read bio
A speaker photo for Darren Keogh

Darren Keogh

Senior Managing Director, Stonepeak

Read bio
A speaker photo for Ross Israel

Ross Israel

Head of Infrastructure, QIC

Read bio
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?
A speaker photo for Maximilian  Lindner

Maximilian Lindner

Partner, Antin Infrastructure Partners

Read bio
A speaker photo for Peter Schümers

Peter Schümers

Partner and Co-Head Investment, Energy Infrastructure Partners

Read bio
A speaker photo for Don Dimitrievich

Don Dimitrievich

Portfolio Manager, Senior Managing Director, Energy Infrastructure Credit, Nuveen

Read bio
A speaker photo for Ayaka Fujiwara

Ayaka Fujiwara

Climate Investment Specialist, Green Climate Fund

Read bio
11:50 - 12:10

Presentation: Global Private Infrastructure Trends (English)

Ethan Koh
A speaker photo for Ethan Koh

Ethan Koh

Global Head of Research Operations, PEI Group

Read bio
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?
A speaker photo for Dong Hun Jang

Dong Hun Jang

Senior Advisor, Yulchon

Read bio
A speaker photo for Sam Lissner

Sam Lissner

Principal, Ridgewood Infrastructure

Read bio
A speaker photo for Jamie Storrow

Jamie Storrow

Managing Director and Head of Infrastructure, Northleaf

Read bio
A speaker photo for Harsh Agrawal

Harsh Agrawal

Senior Partner, I Squared Capital

Read bio
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?

 

A speaker photo for Tom Taylor

Tom Taylor

Reporter, Infrastructure Investor

Read bio
A speaker photo for Omar Jaffrey

Omar Jaffrey

Founder and Managing Partner, Palistar Capital

Read bio
A speaker photo for Alistair Ray

Alistair Ray

Partner, CIO, Dalmore Capital

Read bio
A speaker photo for Vishnu Amble

Vishnu Amble

Director, Investment Committee Member & Head of Foundation, GreenBear Group

Read bio
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?

 

A speaker photo for Monica Bae

Monica Bae

Director of Investor Practice, Asia Investor Group on Climate Change (AIGCC)

Read bio
A speaker photo for Kihyun Kim

Kihyun Kim

Portfolio Manager, Hyundai Marine & Fire Insurance

Read bio
A speaker photo for Mikyung Chung

Mikyung Chung

General Manager, Investment Assessment Part, Shinhan Life Insurance

Read bio
A speaker photo for David (Guhn-Chang) Lee

David (Guhn-Chang) Lee

Head of Alternative Investment Management Dep., Korea Investment & Securities

Read bio
A speaker photo for Bo Reum (Hayley) Jang

Bo Reum (Hayley) Jang

General Manager, Alternative Assets Investment Department, NH Investment & Securities

Read bio
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?

 

A speaker photo for Serkan Bahceci

Serkan Bahceci

Head of Research, Arjun Infrastructure Partners

Read bio
A speaker photo for Hyeyoung Yoon

Hyeyoung Yoon

Head of Infrastructure, NH Investment & Securities

Read bio
A speaker photo for Chong Won (John)  Kim

Chong Won (John) Kim

Partner, Strategy and Transactions, Ernst & Young Han Young

Read bio
A speaker photo for Daniel Kemp

Daniel Kemp

APAC Editor, Infrastructure Investor

Read bio
16:45 - 17:45

Cocktail Reception l 칵테일 리셉션

2024 speakers included:

Harsh Agrawal

Senior Partner, I Squared Capital

Vishnu Amble

Director, Investment Committee Member & Head of Foundation, GreenBear Group

Monica Bae

Director of Investor Practice, Asia Investor Group on Climate Change (AIGCC)

Serkan Bahceci

Head of Research, Arjun Infrastructure Partners

Mikyung Chung

General Manager, Investment Assessment Part, Shinhan Life Insurance

Mounir Corm

Deputy CEO and Founding Partner, Vauban Infrastructure Partners

Don Dimitrievich

Portfolio Manager, Senior Managing Director, Energy Infrastructure Credit, Nuveen

Ayaka Fujiwara

Climate Investment Specialist, Green Climate Fund

Stefano Ghezzi

Director, Ontario Teachers' Pension Plan

Ross Israel

Head of Infrastructure, QIC

Omar Jaffrey

Founder and Managing Partner, Palistar Capital

Dong Hun Jang

Senior Advisor, Yulchon

Bo Reum (Hayley) Jang

General Manager, Alternative Assets Investment Department, NH Investment & Securities

Daniel Kemp

APAC Editor, Infrastructure Investor

Darren Keogh

Senior Managing Director, Stonepeak

Chong Won (John) Kim

Partner, Strategy and Transactions, Ernst & Young Han Young

Kihyun Kim

Portfolio Manager, Hyundai Marine & Fire Insurance

Ethan Koh

Global Head of Research Operations, PEI Group

Hamish Lea-Wilson

Partner, Igneo Infrastructure Partners

Changhoon Lee

Former CIO, Government Employees Pension Service (GEPS)

David (Guhn-Chang) Lee

Head of Alternative Investment Management Dep., Korea Investment & Securities

Kyuhong Lee

Former CIO, Teachers’ Pension (TP)

Maximilian Lindner

Partner, Antin Infrastructure Partners

Sam Lissner

Principal, Ridgewood Infrastructure

Chunsuk Park

Former CIO, MG Korean Federation of Community Credit Cooperatives (KFCC)

Alistair Ray

Partner, CIO, Dalmore Capital

Keehong Rhee

Auditor, WWG Asset Management

Peter Schümers

Partner and Co-Head Investment, Energy Infrastructure Partners

Jamie Storrow

Managing Director and Head of Infrastructure, Northleaf

Tom Taylor

Reporter, Infrastructure Investor

Wei-Sun Teh

Executive Director, Infrastructure, IFM Investors

Hyeyoung Yoon

Head of Infrastructure, NH Investment & Securities

Thank you to our 2024 sponsors

Apply for a complimentary Institutional 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

ABL Life Insurance
AIA Life Insurance
Hanhwa General Insurance
Hyundai Marine & Fire Insurance
Industrial Bank of Korea
Korea Development Bank
Manulife
MetLife Insurance
Mizuho Bank
Samsung Fire & Marine Insurance

Expect game changing insights and opportunities

Network with your peers
Our investor-only breakfasts, networking breaks, lunches make up a small percentage 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, 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.

Apply

한국 인프라와 글로벌 자본의 만남

Infrastructure Investor Seoul Forum 참가하시고 현재 가장 적극적인 활동을 보여주고 있는 인프라 투자 전문가들과 교류해 보세요. 전문가 네트워킹을 강화하고 펀드레이징에 날개를 달아드립니다. 서울의 영향력 있는 글로벌 인프라 인사들과 만나 한국 인프라 부문에 영향을 미치고 있는 최신 개발 이슈에 관하여 논의를 나눠보세요.

오늘 Infrastructure Investor Network 멤버십을구매하시고 2024년 6월 서울 포럼에 참가하세요.

2023년 투자자 목록:

2023 투자자기업 리스트 다운로드

  •   디지털화·탈탄소화의 영향
  •   한국 LP 부동산, 사모대출, 주식, 사모펀드 대비 인프라 선호도
  •   GX 투자와 DX 투자 사이의 상관관계 시너지
  •   에너지 전환 부문 최고의 성장 잠재력을 지닌 미개척 또는 틈새 영역
  •   규제 압박 등의 요소로 인하여 자산 평가가 엄격하게 이루어질까

Japan Korea Week 둘러보기:

10-14 June

Japan Korea Week:

Japan Korea Week에는 핵심적인 인프라 투자자 인사들이 모여 새로운 동향과 해결과제를 집중적으로 살펴봅니다. 투자 손실 최소화를 위한 청사진도 제공하여 드립니다.

자세히 보기

13-14 June 

도쿄 포럼

일본에서 가장 활발히 활동 중인 인프라 투자 전문가들을 도쿄 포럼에서 만나보세요. 네트워킹을 강화하고 펀드레이징을 빠르게 추진하실 있습니다

자세히 보기

더 풍부한 인사이트, 더 탄탄한 전략:

업계 리더들과 최고의 네트워킹 기회:

3,000 명의 투자자, 매니저와 글로벌 네트워킹을 형성하실 있는 기회를 놓치지 마세요. Infrastructure Investor Network 멤버십을 이용하시면 사전 미팅을 준비하고 행사 뒤에도 교류를 지속하실 있습니다.

업계 리더들의 인사이드:

경험이 풍부한 최고의 현역 인프라 투자자들이 값진 인사이트를 나눠드립니다.

 

펀드레이징 속도에 날개 달기:

활발히 활동 중인 일본 기관 투자자들과의 만남으로 펀드레이징의 지평을 넓혀보세요.

기관 투자자 무료 참가패스를 신청하세요

무료 참가패스는 연금 기금이나 보험 회사, 국부펀드, 개인 자산 관리사, 재단, 기금, 패밀리오피스, 기업 투자 부서를 대표하는 자본 배분가, 기관 개인 투자자께 한정 수량으로 제공됩니다.

행사에 참가하시려면 이곳에서신청하여 주시기 바랍니다. 담당자가 확인 무료 참가 여부를 안내하여 드립니다.