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

Last year's LP attendees included:

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2024 speakers included:

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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

Day 1
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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

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A speaker photo for Changhoon Lee

Changhoon Lee

Former CIO, Government Employees Pension Service (GEPS)

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A speaker photo for Chunsuk Park

Chunsuk Park

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

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A speaker photo for Kyuhong Lee

Kyuhong Lee

Former CIO, Teachers’ Pension (TP)

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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

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A speaker photo for Wei-Sun  Teh

Wei-Sun Teh

Executive Director, Infrastructure, IFM Investors

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A speaker photo for Hamish Lea-Wilson

Hamish Lea-Wilson

Partner, Igneo Infrastructure Partners

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A speaker photo for Mounir Corm

Mounir Corm

Deputy CEO and Founding Partner, Vauban Infrastructure Partners

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A speaker photo for Darren Keogh

Darren Keogh

Senior Managing Director, Stonepeak

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A speaker photo for Ross Israel

Ross Israel

Head of Infrastructure, QIC

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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

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A speaker photo for Peter Schümers

Peter Schümers

Partner and Co-Head Investment, Energy Infrastructure Partners

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A speaker photo for Don Dimitrievich

Don Dimitrievich

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

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A speaker photo for Ayaka Fujiwara

Ayaka Fujiwara

Climate Investment Specialist, Green Climate Fund

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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

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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

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A speaker photo for Sam Lissner

Sam Lissner

Principal, Ridgewood Infrastructure

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A speaker photo for Jamie Storrow

Jamie Storrow

Managing Director and Head of Infrastructure, Northleaf

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A speaker photo for Harsh Agrawal

Harsh Agrawal

Senior Partner, I Squared Capital

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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

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A speaker photo for Omar Jaffrey

Omar Jaffrey

Founder and Managing Partner, Palistar Capital

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A speaker photo for Alistair Ray

Alistair Ray

Partner, CIO, Dalmore Capital

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A speaker photo for Vishnu Amble

Vishnu Amble

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

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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)

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A speaker photo for Kihyun Kim

Kihyun Kim

Portfolio Manager, Hyundai Marine & Fire Insurance

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A speaker photo for Mikyung Chung

Mikyung Chung

General Manager, Investment Assessment Part, Shinhan Life Insurance

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A speaker photo for David (Guhn-Chang) Lee

David (Guhn-Chang) Lee

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

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A speaker photo for Bo Reum (Hayley) Jang

Bo Reum (Hayley) Jang

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

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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

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A speaker photo for Hyeyoung Yoon

Hyeyoung Yoon

Head of Infrastructure, NH Investment & Securities

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A speaker photo for Chong Won (John)  Kim

Chong Won (John) Kim

Partner, Strategy and Transactions, Ernst & Young Han Young

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A speaker photo for Daniel Kemp

Daniel Kemp

APAC Editor, Infrastructure Investor

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16:45 - 17:45

Cocktail Reception l 칵테일 리셉션

If you are interested in speaking at the Seoul Forum, please contact Andrew Wolff

E: andrew.w@pei.group

Our 2024 speaker line-up

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 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

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

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.

Apply