Creating global growth strategies for Korean real estate capital
The 6th annual PERE Investor Forum: Seoul on 20 November examined the new wave Korean outbound real estate capital to debt and equity projects as well as key factors driving Korean LP fund manager selections.
Established as the preeminent outbound-focused event in the region, the Forum brought together leading Korean investors with global fund managers and developers to connect capital with investment opportunities each year.
Key topics discussed in 2019 included –
- LP/GP discussion: Latest trends in global real estate and capital flow
- LP panel: Portfolio diversification
- All eyes on Europe: Where is room to grow?
- Hot topic: Alternatives within Alternatives
- All quiet on the western front?: US opportunities now and in five years
- Real estate debt: Latest strategies in a hot asset class
Stay in the loop for the next event in September 2020 by registering your interest today.
2019 keynote speaker
Anne Kavanagh
Chief Investment Officer, Patrizia
In an exclusive interview, Anne Kavanagh will be discussing Patrizia’s approach to real estate investing alongside their strategy and plans going forward.
200+
attendees
2:3
GP:LP ratio
100+
companies
What our delegates say...
Testimonials
Ben Hall
Q Investment Partners
The PERE Seoul Forum was informative, insightful and well organized to encourage participants to network informally while in a formal context.
Tingting Peng
ESO Capital
As always, the PERE organisers delivered a top-notch event where we were able to meet a number of Korean institutions looking to invest in Europe across a varie…
2019 speakers included:
For any enquiries, please contact Florian Nuessel on at Florian.n@peimedia.com
View agenda page
Agenda
19 November 2019 - Tuesday 19th
Agenda
18:00 - 20:00
Opening Cocktails for LPs, Subscribers and Sponsors (by invitation only) - sponsored by Palmira Capital
Agenda
20 November 2019 - Wednesday 20th
Agenda
08:00 - 08:55
Registration and networking refreshments
08:55 - 09:15
Welcome from the morning chairperson
Christopher Petersen
09:15 - 10:00
Opening keynote panel: Latest trends in global real estate and capital flow - an LP and GP discussion
Jinho Lee,
Laurent Jacquemin,
Alexander Hoff,
Bruce Wan,
Julie Ahn
- What are the latest capital flow movements and macro trends?
- What attractive yields are out there for the Korean institutionals?
- Dynamic questions and answers round, driven by PERE’s editorial team
- What is happening in terms of secondaries and exit strategies?
10:00 - 10:30
Keynote Interview – Strategy of the hour - Global Capital flows into Europe
Anne Kavanagh,
Christie Ou
10:30 - 11:00
Networking and Coffee Break
11:00 - 11:25
PERE LP outlook: current landscape and future sentiment towards real estate
Nicole Douglas
- Overview of the 2019 fundraising landscape
- Investor sentiment towards private real estate strategies
- Factors that will shape global real estate and its performance for the year ahead
- Appetite for co-investment and the role of due diligence
11:25 - 12:10
Institutional Capital: What keeps Korea’s investors up at night?
Jin Won Lee,
Changeun (Harry) Song,
Jayme Younghee Han,
Philip Yoon
Panel in Korean language- translation provided
• What are great strategies when it comes to portfolio diversification?
• Capital owner perspectives and the recent co-investment rise
• Where will the talent and expertise come from?
Changeun (Harry) Song
Head of Overseas Real Estate, Public Officials Benefit Association (POBA)
Read bio
12:10 - 12:35
Presentation: The Rise of Non-Bank Lending in the US Commercial Real Estate Market
Adam Tantleff
12:35 - 13:50
Networking lunch
13:50 - 14:35
Europe vs North-America
Shiraz Jiwa,
Eric Michael Anton,
Matthew Kaplan,
Adrian Karczewicz,
Mark Prevezer
- Koreans invested $8.4bn in income-producing assets and development sites abroad. Of this, three-quarters went to Europe, up from 59% in 2017. (RCA) Will the European trend continue?
- US: What are smart strategies to battle hedging costs and the late-cycle environment in the world’s largest RE market?
- What locations are worth keeping an eye on? And what classes and risk-models will offer promising yields in the long run?
14:35 - 15:10
Strategies:
Kevin Colket,
Anne Gales,
Chung Keun Kim
- Logistics, hospitality, storage, co-living, etc – What offers the best opportunities, from a yield, regional and demographic perspective?
- Changing demographic and generational purchasing behaviours
15:10 - 15:40
Networking Break
15:40 - 16:25
Real estate debt – Latest strategies in a hot asset class
Jiroo Eoh,
Hanno Kowalski,
Joel Rothstein,
Mark Harrison,
Arjun Pandit
- What are the best RE debt strategies in Europe, Americas, Asia and Australia? And what are the opportunities with China deleveraging?
- What are the risks and returns across the capital stack?
- Who are the right partners to trust?
16:25 - 17:10
Opportunities: When will capital flow back into Asia?
Chiwu Park,
David Cheong,
Rahul Ghai,
Steve Choi,
Andrew Shin
- Will current outbound trends continue or are we on the brink of capital flow change?
- What markets and asset classes will be the first to benefit, both Korea and the wider APAC region?
17:10 - 19:00
Afternoon chairperson’s closing remarks followed by cocktail reception
Florian Nuessel
For any enquiries, please contact Florian Nuessel at Florian.n@peimedia.com.
PERE Investor Forum: Seoul offers a unique opportunity for organisations to raise their profile by meeting with a global audience of senior decision-makers in the private real estate industry.
For exclusive sponsorship packages for 2020, contact the Sponsorship Team at asiasponsorship@peimedia.com or call +852 2153 3846.
