Infrastructure
Investor
Investor
Seoul Summit Virtual experience 2020
8 September 2020,
Virtual event KST/UTC+9
Explore global opportunities with Korean capital
The 3rd annual Infrastructure Investor Seoul Summit took place on 8 September 2020 brought together the leading Korean LPs actively examining the infrastructure asset class with global fund managers, asset owners and developers.
Held entirely virtual for the first time in 2020, the Summit gave the chance to connect with Korean investors anywhere anytime. The Seoul Summit allowed you to discover global infrastructure investment opportunities provided by Infrastructure Investor’s influential network.
Find out the future of Korean capital flow with LOTTE Insurance
The special interview with Janghwan Lee, Managing Director of LOTTE Insurance shared the latest moves of Korean investors and the market. What key factors are affecting their selection process and many more at live from Seoul Summit.
2020 featured speakers
Interactive content and actionable insights
Virtual networking programmes included 1-to-1 video meetings, interactive roundtable sessions, live Q&A sessions with world-class speakers, including Japan and Korea’s largest LPs. Participate in live polling & survey and get the immediate insights directly from the market.
Redefine the conference experience
Maximise your time, maximise your returns
Extended private networking without borders
Talk to headline speakers in live Q&A sessions
All content on-demand, when you need it
Download 2020 Event brochure
What’s in it for me?
– Agenda highlights
– Virtual pass information
– Confirmed attendee lists
– Speaker line-up
– Your networking plan
Meet Korea's largest community of infrastructure leaders
Who is it for?
Fund managers
Secure your next capital allocation from Japanese investors through the Summit’s unrivalled networking opportunities.
Fund managers
Secure your next capital allocation from Korean investors through the Summit’s unrivalled networking opportunities.
Service providers
Demonstrate your skills and services to senior global infrastructure investment professionals and grow your business.
Preliminary Agenda
For any enquiries, please contact Andrew Wolff at andrew.w@peimedia.com
DOWNLOAD AGENDA
View agenda page
Agenda
Day 1 - Monday 7th
Online networking
00:00 - 23:59
Online networking starts
Agenda
Day 2 - Tuesday 8th
Online event
08:50 - 09:00
PEI welcome and chairman’s opening remarks
09:00 - 09:30
Keynote presentation
John Breckenridge
John Breckenridge
Senior Managing Director and Head of Energy Infrastructure, Capital Dynamics
Read bio
09:30 - 10:20
Keynote Panel: Infrastructure investing 2020: Navigating the next decade’s investment landscape
Mark Weisdorf,
Cyril Cabanes,
Brad Kim
- Given the rising competition for deals, how is this affecting the current investment landscape and GPs strategies?
- Where are the best current sectors and geographies for Korean investors to deploy capital?
- The rise of regulatory risk and populism – how much of an impact and risk does it pose in the current climate?
10:20 - 10:50
Presentation
10:50 - 11:20
Break
11:20 - 11:40
Presentation
Charles Dupont
11:40 - 12:00
Presentation
Francesco Cacciabue
12:00 - 12:20
Presentation
Helge Rau
12:20 - 13:40
Break
13:40 - 14:00
Presentation: UK Regulated assets – changes and prospects
Sion Jones
14:00 - 14:40
Panel: Korean Infrastructure professional’s perspectives on the asset class
Jay Ryu,
DonGhi Park
• What are the key infrastructure trends and changes in capital flows viewed by Korean professionals?
• Understanding the role of Korean asset managers in the market
• Preferences for Inbound vs Outbound sectors – does the former remain a niche strategy play?
14:40 - 15:00
Break
15:00 - 15:30
Keynote LP Interview
Janghwan Lee
15:30 - 16:15
Panel: Selecting the best Infrastructure Debt strategies for Korean insurance firms
Scott Lawrence,
Junho Choi
• Which subsectors within the asset class are more attractive at the moment?
• Does appetite remain high amongst Korean investors? What drives their investment?
• Which are the main risks that investors need to keep in mind when investing in this asset class?
16:15 - 17:00
Panel: Accelerating the energy transition
Tony Clamp,
Andrew Kwok,
Moonkyung (Moon) Kim
- Can you still get good returns in developed markets given the recent erosion of subsidies? How to find these returns?
- What is the role that corporate PPAs can play in the current environment?
- Investing in emerging renewables markets – which geographies and sectors are of key interest?
17:00 - 17:45
Panel: Korean LPs current take on the market
Andrew Shin,
Jinho Lee,
Jason Hyunjae Kim,
Seok Won Lee
- How much of a concern is the amount of dry powder we have in the market to LPs?
- How do Korean LPs evaluate and rate their infrastructure GP relationships so far?
- How important are ESG factors when choosing a GP?
17:45 - 17:45
Close of conference
Agenda
Day 3 - Wednesday 9th
Online networking & roundtables
00:00 - 23:59
Online networking & roundtables
Agenda
Day 4 - Thursday 10th
Online networking
00:00 - 23:59
Online networking (see also Infrastructure Investor Tokyo Summit)
Agenda
Day 5 - Friday 11th
Online networking closes at 24:00
00:00 - 23:59
Online networking closes at 24:00 (see also Infrastructure Investor Tokyo Summit)
Bruno Alves
Senior Editor, Infrastructure Investor
Bruno Alves is the Editor of Infrastructure Investor. Bruno has been a journalist for over 10 years and first joined Infrastructure Investor in December 2009, where he quickly rose to become Associate Editor and a leading writer covering the infrastr… Read full bio
Mauricio Bolana
Partner, Antin Infrastructure Partners
Mauricio is a Partner at Antin and he joined the firm in 2010. Mauricio is a board member of Fund II portfolio companies Roadchef and GSR and of Fund III portfolio company Lyntia. In Fund I he used to be a board member of portfolio companies ASI, And… Read full bio
Cyril Cabanes
Managing Director, Infrastructure, Asia Pacific, CDPQ Singapore
Cyril Cabanes is Managing Director, Infrastructure, Asia Pacific based in CDPQ’s Singapore office. In his role, he is responsible for all infrastructure investment activities in the Asia-Pacific region, which includes building and overseeing a team o… Read full bio
Tony Clamp
Director, Private Sector Facility, Green Climate Fund
Tony has over thirty years’ experience as an investment leader in private equity, institutional investment, project finance, project development and impact investment across multiple sectors in developed and developing markets. He is currently Direct… Read full bio
Nick Cleary
Partner, Vantage Infrastructure
Nick joined the business in 2012 and has over two decades of relevant experience. Based in New York, Nick leads the North American Infrastructure Debt business, including investments origination, execution and portfolio management. He is a member of… Read full bio
Daniel Kemp
Superfunds Correspondent, Infrastructure Investor
Daniel Kemp is Superfunds Correspondent for PEI Media’s Infrastructure Investor and Agri Investor. He joined PEI in February 2018 and is based in Sydney. Daniel is an experienced B2B journalist, working for five years prior to joining PEI as Innovati… Read full bio
Brad Kim
Managing Director, Stonepeak Infrastructure Partners
Brad is a Managing Director at Stonepeak Infrastructure Partners and is a member of the investment team in Asia. Prior to joining Stonepeak, Brad was with Macquarie Capital and has worked in Australia, Korea, UAE, and Hong Kong. Brad holds a Bachelor… Read full bio
Jason Hyunjae Kim
Head of Infrastructure PF Team, Samsung Fire & Marine Insurance
Jason Hyunjae Kim is a Lead Professional (Head of Infrastructure Team 2) of Infrastructure Investment Team in Samsung Fire & Marine Insurance Co., Ltd. He is responsible for the deal origination, due diligence, financial structuring, and credit a… Read full bio
Ji Hyun Kim
Reporter, Infrastructure Investor
Jihyun Kim mainly covers the infrastructure investment scenes in the APAC region. She tries to find out private and public capital flow, ESG, and government policies that can create synergy effect to boost infrastructure investment. Jihyun graduated… Read full bio
Moonkyung (Moon) Kim
Managing Director, Peony Investments
With over 22 years of experience in the energy and environmental sectors serving in roles ranging from venture capital and growth equity investment to entrepreneurship, investment banking, strategic consulting, and engineering, Moon has extensive kno… Read full bio
Jae Hyung Kwon
Head of South and North Asia (ex Japan), Multilateral Investment Guarantee Agency
Jae Hyung Kwon is MIGA’s Head of North Asia. In this role, Jae Hyung is responsible for developing MIGA’s political risk insurance and credit enhancement business in Korea, China, Mongolia, Philippines, Thailand, India, Nepal and Pakistan. Prior to t… Read full bio
Scott Lawrence
Partner, Glennmont Partners
Scott is a founding Partner of Glennmont Partners. He leads all of the firm’s solar initiatives and is actively involved in new financing initiatives. Scott has worked in renewable energy power generation for more than a decade, leading many of the… Read full bio
Janghwan Lee
Managing Director, Financial Investment Group Head, LOTTE Insurance
Janghwan Lee has led alternative investment team in Lotte non-life insurance company covering real estate, infrastructure, acquisition financing, aviation, private debt and private equity. He has led a couple of landmark deals in alternative investme… Read full bio
Jinho Lee
Head of Global Real Assets, Postal Savings, Korea Post
Jinho Lee is Head of Global Real Assets at the Alternative Investment Division of Korea Post Insurance. Jinho is currently in charge of managing Korea Post Insurance’s global real estate and infrastructure investments as well as developing strategic… Read full bio
Seok Won Lee
Investment Manager, POBA
Mr. Seok Won Lee joined POBA in 2019 and is responsible for sourcing, evaluating, structuring and executing infrastructure project and fund investments. Prior to joining POBA, Mr. Lee was Investment Manager for Korea Teachers’ Pension where he execut… Read full bio
Tim Michalas
Private Infrastructure Asia, Member of Management, Partners Group
Tim Michalas is part of the Asian Private Infrastructure business unit, based in Sydney. He is a member of the Board of Directors of the firm's portfolio company Grassroots Renewable Energy and its associated subsidiaries. He has 15 years of industry… Read full bio
Jerome Neyroud
Head of Infrastructure Debt, Schroders
Jerome Neyroud has over 20 years of experience in infrastructure debt. He joined Schroders as Head of Infrastructure Debt in 2015. He is responsible for Schroders infrastructure debt investments and manages a team of 6 portfolio managers and analysts… Read full bio
DonGhi Park
Division Head of Energy & Infrastructure, Kiwoom Asset Management
DonGhi Park, the Head of Energy & Infrastructure Division, is responsible for investments in the space at Kiwoom Asset Management. DonGhi has 21 years of experience in energy and infrastructure investment industries and has a variety of leadershi… Read full bio
Heejun Park
President and Chief Executive Officer, Energy Innovation Partners
Mr. Heejun Park is the President & CEO of Energy Innovation Partners (Investment Advisory Firm) and EIP Investment (Private Equify Fund). Just over three years, EIP has successfully advised and invested over $3 billion in North America and OECD c… Read full bio
Jay Ryu
Portfolio Manager, Infrastructure Investments, Asia Pacific, APG Asset Management Asia
Jay is a Portfolio Manager at APG Asset Management, one of the largest pension fund asset managers in the world with assets under management of approximately €548 billion (as at February 2020). Jay joined APG’s Infrastructure team in HK in 2014 and i… Read full bio
Andrew Shin
Head of Investments (Korea), Willis Towers Watson
Andrew Shin joined Willis Towers Watson in 2012 and is Head of Investment Services, Korea, advising Korean institutions. Andrew commenced his investment career in Canada progressing through a number of roles including product development, research an… Read full bio
Jamie Storrow
Managing Director & Co-Head of Infrastructure, Northleaf Capital Partners
Jamie is a Managing Director and co-head of Infrastructure at Northleaf Capital Partners, an independent global private markets investment firm with more than $14 billion in infrastructure, private equity and private credit commitments under manageme… Read full bio
Shane Swords
Managing Director and Head of Investor Relations, NextEnergy Capital
Shane is NextEnergy Capital’s Managing Director and Head of Investor Relations, where his responsibilities include relationships with all existing and potential investors that align with the companies investment strategies. Shane has over 20 years of… Read full bio
Mark Weisdorf
Managing Partner, Mark Weisdorf Associates
Mark Weisdorf is Managing Partner of Mark Weisdorf Associates, focusing on private equity and infrastructure investment strategies. He is Investment Committee Chair of Swiss-based IST3 Global Infrastructure Fund; and a Senior Advisor to Toronto-based… Read full bio
Seong Oh Yeom
Managing Director, Korea Ratings
Since joining Korea Ratings in 2000, Seong Oh Yeom has been conducting business feasibility studies in the fields of corporate acquisition finance, real estate finance, infrastructure and energy. Prior to joining Korea Ratings, he worked as an audito… Read full bio
Eugene Zhuchenko
Managing Director, ETORE Advisory
Eugene Zhuchenko has 20 years of infrastructure experience. Prior to founding ETORE Advisory, he was the CEO of Long Term Infrastructure Investors Association, managed an infrastructure portfolio at APG Asset Management, led M&A projects at APM T… Read full bio