Bo Reum (Hayley) Jang
General Manager, Alternative Assets Investment Department, NH Investment & Securities
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
2024 speakers included:
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
View agenda page
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
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?
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?
Don Dimitrievich
Portfolio Manager, Senior Managing Director, Energy Infrastructure Credit, Nuveen
Read bio
11:50 - 12:10
Presentation: Global Private Infrastructure Trends (English)
Ethan Koh
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?
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?
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?
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?
16:45 - 17:45
Cocktail Reception l 칵테일 리셉션
If you are interested in speaking at the Seoul Forum, please contact Andrew Wolff
Our 2024 speaker line-up
Bo Reum (Hayley) Jang
General Manager, Alternative Assets Investment Department, NH Investment & Securities
David (Guhn-Chang) Lee
Head of Alternative Investment Management Dep., Korea 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
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.
Pre-Event Resources
한국 인프라와 글로벌 자본의 만남
Infrastructure Investor Seoul Forum에 참가하시고 현재 가장 적극적인 활동을 보여주고 있는 인프라 투자 전문가들과 교류해 보세요. 전문가 네트워킹을 강화하고 펀드레이징에 날개를 달아드립니다. 서울의 영향력 있는 글로벌 인프라 인사들과 만나 한국 인프라 부문에 영향을 미치고 있는 최신 개발 이슈에 관하여 논의를 나눠보세요.
오늘 Infrastructure Investor Network 멤버십을구매하시고 2024년 6월 서울 포럼에 참가하세요.
2023년 투자자 목록:
2023 투자자기업 리스트 다운로드
- 디지털화·탈탄소화의 영향
- 한국 LP의 부동산, 사모대출, 주식, 사모펀드 대비 인프라 선호도
- GX 투자와 DX 투자 사이의 상관관계 및 시너지
- 에너지 전환 부문 최고의 성장 잠재력을 지닌 미개척 또는 틈새 영역
- 규제 압박 등의 요소로 인하여 자산 평가가 더 엄격하게 이루어질까
Japan Korea Week 둘러보기:
더 풍부한 인사이트, 더 탄탄한 전략:
업계 리더들과 최고의 네트워킹 기회:
3,000여 명의 투자자, 매니저와 글로벌 네트워킹을 형성하실 수 있는 기회를 놓치지 마세요. Infrastructure Investor Network 멤버십을 이용하시면 사전 미팅을 준비하고 행사 뒤에도 교류를 지속하실 수 있습니다.
업계 리더들의 인사이드:
경험이 풍부한 최고의 현역 인프라 투자자들이 값진 인사이트를 나눠드립니다.
펀드레이징 속도에 날개 달기:
활발히 활동 중인 일본 기관 투자자들과의 만남으로 펀드레이징의 지평을 넓혀보세요.
기관 투자자 무료 참가패스를 신청하세요
무료 참가패스는 연금 기금이나 보험 회사, 국부펀드, 개인 자산 관리사, 재단, 기금, 패밀리오피스, 기업 투자 부서를 대표하는 자본 배분가, 기관 및 개인 투자자께 한정 수량으로 제공됩니다.
행사에 참가하시려면 이곳에서신청하여 주시기 바랍니다. 담당자가 확인 후 무료 참가 여부를 안내하여 드립니다.