WORKING AGENDA
Wednesday 13th June
1900 Speakers' dinner and cocktails (by invitation only)
Thursday 14th June
All sessions will have simultaneous translation between English and Korean.
0815 Registration & coffee
0900 PEI welcome & chairman's opening remarks
0910 Panel: Private equity
Global opportunities- how does turmoil in US/European markets translate to opportunities for Korean investors? Should investors consider other Asian markets? How do emerging markets weigh against opportunities to be found in developed markets?
Moderator
Philip Borel, Editorial Director, PEI
Speakers
Kee Hyuk-Do, Head of Alternative Investment Team, Government Employees Pension Service
Lee Yun Kyu, Chief Investment Officer, Korea Teachers Pension Fund
Michael Chae, Managing Director, Alternative Investments, PineBridge Investments
Tim Pryce, Chief Executive Officer, Terra Firma
David York, Chief Executive Officer, Top Tier Capital Partners
1010 Presentation: A 40 year perspective on private equity
What are the keys trends in private equity and how should they affect the investment strategies of Korean institutional investors taking the plunge into alternatives?
Speaker
Bondurant French, Chief Executive Officer, Adams Street Partners, LLC
1040 Coffee break & networking
1110 Panel: Private real estate
How should real estate strategies for Europe and the US differ? Does conservative core-focused in Europe offer more than higher risk mezz/value-added/special situations in the US? How can investment be protected from currency risk over the long-term?
Moderator
Lucy Fletcher, Director, Asia Pacific Capital Markets, Jones Lang Lasalle
Speakers
Roderik Mulder, Chief Financial & Risk Officer, Composition Capital Partners
Laurent Luccioni, Chief Executive Officer- Europe, MGPA
Seok-Hwan Park, Chief Investment Officer, Military Mutual Aid Association
Catherine Hong, Portfolio Manager, Morgan Stanley Alternative Investment Partners
Dr Young Wuk Chai, Senior Managing Director, Real Estate Division, Samsung Asset Management
1210 Panel: Infrastructure
How can domestic experience in infrastructure help Korean investors? How are economic and fiscal challenges impacting infrastructure investment in different regions around the world? What opportunities will be found in the rest of Asia, North America, Europe, and Latin American infrastructure projects?
Moderator
Kwang Lee, Principal, Head of Investments, Korea, Mercer
Speakers
Graeme Bevans, Partner, Alinda Capital Partners
Alain Rauscher, Chief Executive Officer, Founder and Managing partner, Antin Infrastructure Partners
Mark Weisdorf, Managing Director & Chief Executive Officer, Infrastructure Investments, J.P. Morgan Asset Management - Global Real Assets
Jason Hyunjae Kim, Senior Professional, Infrastructure, Samsung Fire & Marine Insurance
1310 Luncheon - Hosted by Clayton, Dubilier & Rice
1415 The big debate: This house believes that emerging markets will outperform developed over the next 18 months
Which holds the real opportunities for Korean investors? Winner will be decided by audience poll.
Moderator
Malcolm Clark, Managing Director, Glendevon Advisors LLC
For the motion
KB Chandrasekar, Senior Partner, Chief Executive Officer, Asiabridge Capital
Against the motion
Tim Nation, Senior Investment Specialist, Property, AMP Capital
1445 Panel: Exotic alternatives- timber, agriculture and commodities
Which assets offer the best returns? How do real assets protect against inflation?
Moderator
Jayne Bok, Director, Investment Services, Korea, Towers Watson
Speakers
Jeff Pentland, Managing Director,Northleaf Capital Partners
Erik Bethel, Managing Partner, SinoLatin Capital
1530 Coffee break & networking
1550 Presentation: Opportunities in US venture capital
What should Korean LPs know about investing in US venture capital? Where should they be looking going forward? How does it compare to the other alternative asset classes?
Speaker
Young Chung, General Partner, DAG Ventures
1615 Panel: Working with foreign partners
How can the language/cultural barrier be overcome when fundraising? How should Korean investors resolve differing expectations with their foreign GPs?
Moderator
Peter Kim, Investment Manager, Coller Capital
Speakers
Jay Park, Managing Director, BlackRock Private Equity Partners (PEP)
James Ahn, Managing Director, Clayton, Dubilier & Rice
Julie Ahn, Managing Director, Investment Department, DTZ Korea
1700 Close of conference
Following the conference there will be a cocktail reception for speakers, sponsors and delegates.