Seoul Forum - Agenda

Discover trending topics at the Seoul Forum

Download the agenda today to discover trending topics shaping Korean investor allocations.

If you are interested in speaking opportunities at the event please contact James Hatwell at Contact our producer, David Stent today.

View agenda

 

Day 1
View agenda page

Agenda

PDI Seoul Forum - Tuesday 24th

View agenda page
All times in KST/ UTC+9 (Simultaneous translation between Korean and English provided)
08:00 - 08:30

Registration and networking refreshments

08:30 - 09:00

LP Breakfast Briefing

By invitation only. This session will be off-the-record for qualified institutional investors and allocators to interact with industry peers and discuss your experience.

09:00 - 09:05

PDI welcome

09:05 - 09:15

Welcome from the Chairperson

09:15 - 09:30

Opening remarks [English]

09:30 - 10:20

Opening panel: The funds driving Korea's push for international portfolios [English]

  • Examine the growth of South Korea’s private debt allocation to US and EU funds
  • How will markets react to external geopolitical shifts and regulatory cutbacks
  • Opportunities for global funds to attract Korean capital seeking greater portfolio diversity
  • Understand the strategies gaining rapid attention in a swiftly maturing market
10:20 - 11:00

Perfectly in balance - the attraction of Direct Lending's low-risk and evergreen returns [English]

  • Engage with how direct lending’s need for revolving credit creates evergreen returns
  • The attraction for Japanese investors for predictable cash flows
  • Explore the individual benefits of sponsored versus non-sponsored deals
  • Which markets are proving to have the best risk-return profiles across the direct lending landscape
11:00 - 11:20

Networking break

11:20 - 12:00

Opportunistic Credit and how to swiftly take advantage of market events

  • As market dislocations erupt, how can funds act fast and with fiduciary caution
  • Better understand the niche approaches within the Opportunistic Credit umbrella
  • Hear why funds are seeing an uptick in Opportunistic Credit fundraising
  • Consider the most important due diligence steps when reacting to market opportunities
12:00 - 12:40

Recognizing the right fit - differences between US & European Direct Lending

  • Examine how global funds approach corporate lending strategies
  • How will the geopolitical shifts impact each market’s competitive advantages
  • Discuss which industries might benefit most from a corporate-friendly tax regime
  • How will lower tax burdens impact private equity’s pursuit of NAV finance?
12:40 - 13:40

Networking luncheon

13:40 - 14:20

Private credit strategies: Key strategies for Korean investors [English/ Korean]

  • Discuss with global private debt leaders how they approach their niche
  • Better engage with the range of strategies at play in an expanding marketplace
  • An allocator’s view on what makes for an attractive manager engaging in a particular area
  • The risk-reward profiles of different strategies, and the variances between the US and EU
14:20 - 15:00

Venture debt - financing the next unicorn [English]

  • The reputation of Korean investors in supporting new entrepreneurs
  • Explore the underserved opportunities in global markets and where opportunity exists
  • How to identify effective venture capital partners requiring finance support for their portfolios
  • What demands do Korean investors have to allay risk concerns for venture debt
15:00 - 15:20

Networking break

15:20 - 15:35

Presentation: PDI's fundraising reports analysis [English]

15:35 - 16:10

Panel: Real Asset debt and the attraction of long-term returns [English/ Korean}

  • Why real estate and infrastructure remain a crucial asset class for Korean investors
  • How to access the growing demand for residential real estate
  • The intersection between digital infrastructure and real estate demand
  • Why the prospect of long-term certainty allows for greater short-term risk
16:10 - 16:50

The differing models for Specialty Finance across selected industries

  • Engage with the burgeoning world of non-traditional lending strategies
  • As transport booms, understand the evolution of shipping and aircraft finance
  • Understand the role of Specialty Finance in supporting entrepreneurs intellectual property
  • How the imposition of new global regulatory regimes will impact regulatory capital
16:50 - 17:30

Closing keynote investor panel: Role of Korean Pensions in guiding market development [Korean]

  • How is the present landscape impacting decision-makers’ commitment to private debt in terms of scale, strategies and sectors?
  • What is the most important advice for private debt fund managers?
  • What are investors’ mid-long term portfolio strategies and key focus in H2 of 2025?
17:30 - 17:30

Closing remarks, followed by Cocktail reception