Investor
Seoul Forum Japan Korea Week 2023
26 June 2023,
Fairmont Ambassador Seoul
Creating global opportunities for Korean capital
The 6th annual PDI Seoul Forum on 26 June brought together 200+ attendees to shape future capital flow from Korea to global private debt markets.
Understand key trends shaping investors’ decision-making process and crucial qualities they look for in a fund manager when allocating capital.
Register your place here to meet Korean institutional investors, global managers, and private debt thought leaders in 2024.
Part of the PDI Japan Korea Week
The Seoul Forum was part of the Private Debt Investor Japan Korea Week took place on 26-29 June. Meet 300+ senior decision-makers in one week of unrivalled networking across two regional hubs.
View how to access the Japan Korea Week and 150+ institutional investors here.
Open dialogue with Goldman Sachs and Hanwha AM
Two regional investor giants brought together an insightful discussion paving the way for private debt adaptation in investor portfolios.
Todd is president of Goldman Sachs International, and also served as co-chair of the Asia Pacific Management Committee, Asia Pacific inclusion and diversity community and sustainability committee.
YS Pae is leading Hanwha’s investment in global private equity/private debt and venture funds and co-investments with deal sponsors. He has accelerated Hanwha’s portfolio growth from AUM US$700m to today’s AUM US$10bn.
2023 Speakers:
Why attend Seoul Forum?
Meet Korea’s investor community
Connect with behemoth investors KIC, POBA, Samsung Fire & Marine Insurance and more in person and build a strong relationship.
Gain a strategic edge
Understand investors’ changing needs and appetite shift towards different strategies.
Build lasting relationships in-person
Catch up with Korean investors and global private credit leaders to discuss future portfolio strategies.
What our delegates say
Qianru Yang
Keppel Capital
“It provides good insight into how Korean LPs think about this asset class.”
Ryoko Katayam
Topaz Capital
“Very well organized and structured. Great access to the asset class’ leading players and insights.”
Juno, Hee Kyoung Yoon
Schroders
“Founding members gave us insightful sharing and perspectives from regional LP are inspiring.”
Download the event brochure to discover:
- Crucial conversations and trends shaping Korean investor allocations
- Our keynote speakers
- Featured investor and thought-leading speakers
- Confirmed attendees you will meet this June
- and much more.
Apply for a complimentary Institutional Investor pass
A limited number of complimentary passes are available for allocators and institutional investors to join the event.
To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, private wealth manager, foundation, endowment, family office or corporate investment division. Apply for a pass and a member of our team will follow up with you.
Raise your profile among senior private debt decision-makers
The Forum will offer a unique opportunity for organisations to raise their profile among senior private debt decision-makers across the world.
For more information on available sponsorship opportunities, please contact Beth Piercy at beth.p@peimedia.com or call +44 20 7566 5464.
아시아 최고의 프라이빗 뎃 컨퍼런스
6월 29일(목) 페어몬트 앰배서더 서울에서 열리는 제6회 연례 PDI Seoul Forum에서 한국 및 전 세계 주요 기관투자자들과 다시 만나보세요.
KIC, 국민연금공단, 행정공제회 등 다수의 투자자들과 함께 기관투자자들의 자산 배분과 포트폴리오 전략을 형성하는 동향을 분석하세요.
주요 주제는 다음과 같습니다:
- 2023년 한국 및 글로벌 투자자 성향 및 배분 선호도
- 자본 흐름 및 의사 결정 프로세스를 형성하는 새롭고 정교한 전략 평가
- 불확실성 속의 포트폴리오 성장
- 안전한 피난처 전략과 포트폴리오 발견
올해 놓칠 수 없는 프라이핏 뎃 컨퍼런스 시리즈
PDI Seoul Forum은 PDI Japan Korea Week의 개막포럼으로서 서울에서 글로벌 커뮤니티를 참여하셔서 글로벌 시장 통찰력을 획득하세요.
Why Seoul Forum?
사모 부채 투자자들이
놓칠 수 없는 연례 회의
교직원공제회, 롯데손해보험, 삼성화재해상보험 등 거대 투자자들과 함께 국내 유일무이한 프라이빗 뎃 컨퍼런스에 참여하세요.
글로벌 인사이트.
지역별 특화된 정보
지역 전문가 및 글로벌 펀드 매니저와 함께 글로벌 시장에 대해 자세히 살펴보시고 포트폴리오 구축 위한 최적의 전략 조합에 대해 알아보세요.
단 일주일 만에 자금 조성 활동을 가속화하세요
투자자 네트워크를 확장하고, 싱크탱크에 가입하며, 보다 유연한 환경에서 한국의 프라이빗 뎃 투자 의사 결정권자들과 강력한 관계를 구축하세요.
2023 연사진
Christian Brehm
Chief Executive Officer, FC Capital
YS Cho
Head of Private Debt Investment Division, Samsung Asset Management
Jason Friedman
Partner, Global Head of Strategy, Marathon Asset Management
Rok Kim
Senior Manager, Real Estate Investment Team, The Korean Teachers’ Credit Union
En Jung Kwon
Team Head of Private Investment Team, Mirae Asset Global Investments
Gene Woong Hwang
Head of AI Solution Team, Kyobo Securities
You-Ha Hyun
Principal, Perpetual Investors
컨퍼런스를 형성하는 주요 주제:
- Private Debt Investor 의 LP 연구 보고에서 투자자 관점 배우기
- 발전하는 실사 프로세스와 위험 완화를 위한 노하우 이해
- 프라이빗 뎃의 미래 – 기회는 어디에?
- 전략 심층 분석: 주류 대 틈새 전략 평가 – 어디에 머물러야 하나?
- 그 외
기관 투자자 참가 패스 신청
자산 배분 기관과 기관 투자자이신 경우 이벤트에 참여할 수 있는 제한된 수의 무료 패스가 제공됩니다.
참석권을 받으시려면 연금 기금, 보험 회사, 국부 펀드, 개인 자산 관리자, 재단, 기부금, 패밀리 오피스 또는 기업 투자 부서를 대표하는 자격 기준을 충족해야 합니다.
패스를 신청하시면 저희 팀원이 참가 확정 여부 확인을 위해 연락할 예정입니다.
Discover trending topics at the Seoul Forum
Download the agenda to discover trending topics shaping Korean investor allocations.
Agenda
PDI Seoul Forum - Monday 26th
Registration, and networking, and welcome refreshment
Investor only closed-door interactive roundtable [Korean]
An opportunity for investors network in a comfortable environment and discuss best practices for engaging with fund managers during due diligence and management, main challenges in structuring and diversifying their private debt strategies. The roundtable will be facilitated by Seung-ki Jeong, Head of Team, Kiwoom Asset Management and Younghwan Kim, Director, KB Life Insurance. Please contact Elliott Chae at Elliott.Chae@pei.group to secure your place.
PDI welcome
Opening remarks
Opening panel: What to expect for global private debt markets in 2023 [English]
- How have the continued public market volatility, resurgence of inflation and interest rates impacted on global private credit markets?
- How are managers preparing the portfolio companies for a possible recession?
- How are private debt funds getting creative with ESG incentives and impact investing?
Christine Vanden Beukel
Managing Director and Head of European Credit Markets, ESG strategy and policy development, Crescent Capital Group
Read bioKeynote panel: Where to find compelling opportunities in direct lending [English]
- What role can direct lending play in the upper and lower middle market, sponsored vs non-sponsored deals today?
- Incentives, deal flow and deterrents to deploy capital this year compared to last year
- More specialised approaches are being used as a replacement for equity and stressed situations, is there a shift in global investor sentiment?
Antonella Napolitano
Managing Director, Global Head of Investor Relations & Capital Formation, Deerpath Capital Management
Read bioNetworking break
Panel: How can global fund managers get more attention in South Korea? [Korean]
- Gatekeepers’ observations towards offshore private debt markets
- What is the risk/return objectives between various types of investors?
- What should fund managers know about Korean investor and fund structure appealing to this client base?
Panel: What is driving growth in real estate debt at present? [Korean & English]
- How are the global economic conditions influencing real estate credit?
- Which strategies or structured products are more attractive i.e. senior debt, mezzanine, commercial mortgage-backed securities (CMBS)?
- What is Korean investors’ preference in terms of onshore vs offshore real estate debt funds, what further appetite shifts can we expect from investors in 2023?
Networking luncheon
Private Debt in Numbers [English]
Panel: New strategies and emerging sectors [English]
- Are investors willing to target more opportunistic strategies in exchange for a bit more risk?
- Deep dive into collateralized loan obligation (CLOs), asset-backed loans, venture debts specialty finance, fund finance and NAV financing – Which approach will let investors sleep well at night? Is private debt secondaries the next wave?
- Examining sectors such as royalties, technology, healthcare, etc.
Yunsam (Sam) Cho
General Manager, Overseas Alternative Investment Team, Kyobo Life Insurance
Read bioPanel: The growth of private credit opportunities in Asia-Pacific [English]
- Why is private debt on the rise as an asset class in Asia?
- Compare key regions in Asia, what are the relative attractions of each, in terms of liquidity, yields and sectors
- What views are managers hearing from investors? Are they ahead of the game, or take a wait-and-see approach?
Networking break
Keynote fireside chat: Global outlook on the macroeconomic landscape [English]
- Macro outlook – public vs private credit, the key challenges and opportunities in the current investing landscape
- Inflation and rate environment – impact on business leaders and investors
- CEO sentiment – what business leaders are focused on
- Silicon Valley Bank fall out – lead up and government response, potential future consequences
Panel: Distressed debt and special situations – Is now a good time for investors to be a “white knight”? [English]
- Given the volatility, inflationary pressures and geopolitical tension, distressed debt opportunities are on the uptick – which sectors and regions are more attractive?
- What is the status of special situations and non-performing market today?
- Which sectors have managers seen increasing activities and will keep an eye on in the following year?
Panel: Korean investors’ considerations when allocating to private debt [Korean]
- Are investors getting more adventurous and seeking new flavours beyond senior secured?
- What is current private debt portfolio construction and top criteria when selecting new private debt funds?
- What is the investor pacing plan for next 3-5 years?
David Oh
Investment Manager, Alternative Investment Team, National Federation of Fisheries Corporatives
Read bioClosing remarks, followed by networking cocktail reception
Institutional Investors at the Seoul Forum
A limited number of complimentary passes are available for eligible allocators and institutional investors to join the event. To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, private wealth manager, foundation, endowment, family office or corporate investment division. Apply for a pass and a member of our team will be in touch to confirm your eligibility.
Investors at PDI Seoul Forum
The Forum is the largest meeting place for institutional and private investors, and other members of the private debt community in Korea.
Check out the benefits of joining the conference and who among your peers you will be joining. Apply for a complimentary pass for your or your team today.
Why Seoul Forum?
Meet the biggest global funds
Network and arrange one-to-one meetings with the biggest and leading private debt managers.
Network with your peers
Connect with your peers and understand their strategies and allocation approach to private debt at our networking cocktail and luncheon.
Get the latest insights
Discuss the opportunities and challenges your peers are facing in the market at the investor roundtable.
Explore opportunities
Find investment opportunities across different debt strategies, from direct lending, mezzanine, and unitranche lending.
What to expect?
80+
Institutional Investors
50+
Speakers
150+
Attendees
Our year-on-year investor attendees include:
Part of the PDI Japan Korea Week
PDI Seoul Forum
Fairmont Ambassador Seoul
26 June 2023
Connecting South Korean capital to global markets
PDI Tokyo Forum
Four Seasons Tokyo at Otemachi
29 June 2023
Connecting Japanese capital to global opportunities
Apply for a complimentary Institutional Investor pass
A limited number of complimentary passes are available for eligible allocators and institutional investors to join the event.
Complimentary investor passes are limited to foundations, endowments, 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.
Post-Event Resources
Join us again
Discover latest event information
Pre-Event Resources
Discuss trending topics with our thought-leading speakers
Download the latest agenda to discover:
- Trends shaping Korean investor allocations
- Their strategy and geography preferences
- Our industry-leading speaking faculty
- and so much more.
Contact producer, Niann Lai at niann.l@peimedia.com if you’re interested to speak at the conference.