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…
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 variety of strategies. We look forward to continuing to build our relationships in the region through the PERE platform.
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.
Julie Ahn
Partner, GRE Asset Management
Julie Ahn has 19 years of real estate experience including acquisition, asset management, inbound/outbound investment advisory, project management and development. Julie is currently working for Eleven Construction as a project manager under July Par… Read full bio
Eric Michael Anton
Senior Managing Director, Marcus & Millichap
Mr. Anton is a Senior Managing Director at Marcus & Millichap in the New York office, the firm’s largest. With more than 25 years of experience in commercial real estate, his group is focused on investment sales and equity placement transactions in t… Read full bio
David Cheong
Managing Director, Real Estate, KKR Asia
David Cheong (Hong Kong) joined KKR in 2015 and is a member of the real estate team. Prior to joining KKR, Mr. Cheong was a portfolio manager at LIM Advisors overseeing public and private special situation investments in the Asia-Pacific region based… Read full bio
Steve Choi
Managing Director and Head of Real Estate Asia, Oaktree Capital Management
Mr. Choi is a managing director and Head of Asia for Oaktree’s Real Estate group. He joined Oaktree in 2007 from Pangaea Capital Management, where he was Principal and CEO of the South Korea business. Prior to Pangaea, Mr. Choi was Principal and Chie… Read full bio
Kevin Colket
Founder and CEO, GHIG
Kevin Colket is the Founder and CEO of the Global Hospitality Investment Group (GHIG), a real estate private equity firm incorporated in January 2019. GHIG invests in distressed and under-valued hotels (single assets, portfolios, and operating compan… Read full bio
Nicole Douglas
Head of Investor Research, PEI
Nicole Douglas is the Head of Investor Research for PEI’s Research & Analytics department. Based in London but working across the company’s offices and products, she oversees researched content, studies, and projects on investors globally. She is… Read full bio
Jiroo Eoh
Head of Alternative Investment Department, ABL Life Insurance
Jiroo Eoh is the Head of Alternative Investment Department at ABL Life Insurance (Korea, joined since 2017). Jiroo is in charge of ABL Life Insurance’s alternative investment business including strategic investment planning, execution and portfolio m… Read full bio
Anne Gales
Partner and Co-Founder, Threadmark
Anne is a co-founder of Threadmark. She has over 25 years’ experience of capital raising and financial markets, and has advised and raised capital for over 60 different fund managers in real estate, credit, infrastructure and private equity since 200… Read full bio
Rahul Ghai
Managing Director, Co-Head Private Real Estate Asia, Partners Group
Rahul Ghai is Co-Head of Private Real Estate in Asia, based in Singapore, and is a member of the Private Real Estate Directs Investment Committee, with 16 years of industry experience. Since joining Partners Group, Rahul has led several large transac… Read full bio
Jayme Younghee Han
Managing Director and Head of Asia ex-Japan, Pretium Partners
Jayme Han, Managing Director and Head of Asia ex-Japan is responsible for Pretium Partners’ coverage of Asia in the firm's Business Development. Ms Han takes on regional responsibilities focused on distribution within Asia Pacific. She maintains and… Read full bio
Mark Harrison
Managing Director – Property, Wingate
Mark Harrison has over twenty years’ experience in the Australian property and property finance sectors. Mark joined Wingate in 2008 as Managing Director, Property and has overseen the growth of the property division into one of Australia’s most acti… Read full bio
Alexander Hoff
Founder and Managing Partner, Palmira
Alexander has more than 20 years of industry experience. Before setting up Palmira, he was CEO Germany for GPT Halverton and built the business from scratch to €1bn under management. Prior to that he was a member of the Executive Committee of Vivico… Read full bio
Laurent Jacquemin
Head of Asia-Pacific, Real Assets, AXA IM – Real Assets
Laurent is currently Head of Asia-Pacific at AXA IM – Real Assets. He is responsible for all operations in the Asia-Pacific region, including overseeing investment, asset management and capital raising activities from the offices in Japan, South Kore… Read full bio
Shiraz Jiwa
CEO, The Valesco Group
Shiraz Jiwa has successfully closed and managed over €5 billion of European commercial real estate investments, delivering strong target-exceeding returns to sovereigns, institutions and family offices. Prior to founding Valesco, Mr. Jiwa was managin… Read full bio
Matthew Kaplan
Managing Director and Team Group Head, Almanac (Neuberger Berman)
Matthew Kaplan is the Head of Almanac, Chairman of Almanac’s investment committee and Managing Director of Neuberger Berman. Since 1996, Matthew has been the portfolio manager for the ARS Fund Series, overseeing the placement of $6.9 billion of commi… Read full bio
Adrian Karczewicz
Head of Divestments, Skanska Commercial Development Europe
Adrian Karczewicz – Head of Divestments for Skanska’s commercial development unit in CEE. Responsible for sourcing buyers and conducting transaction processes in four CEE markets: Poland, the Czech Republic, Hungary and Romania. Adrian has over 20 ye… Read full bio
Anne Kavanagh
Chief Investment Officer, Patrizia
Anne joined PATRIZIA in April 2017 as a Member of the Board and Chief Investment Officer. PATRIZIA has been active as an investment manager in the real estate market across Europe for more than 35 years and manages c. EUR 40 billion of real estate as… Read full bio
Hanno Kowalski
Managing Director, FAP Invest
Based in Berlin Hanno Kowalski is Managing Director of FAP Invest, a separate business unit of the FAP Group forming the first professional real estate investment platform in Germany with focus on debt products. Institutional investors get access to… Read full bio
Jin Won Lee
General Manager, Local Finance Association
Jin Won Lee is General Manager of Alternative Investment Division at Local Finance Association from May 2019, after joining the company December 1993. He had been working Alternative Investment Division, Risk Management Office, etc. at Teachers’ Pens… 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
Chung Keun Kim
Managing Director, Investment, Samsung SRA Asset Management
Mr. Kim spearheads global real estate investment activities of Samsung SRA Asset Management, dedicated real estate arm of Samsung Life Insurance since end of 2019. Prior to joining Samsung SRA Asset Management, he was the head of Infrastructure at KI… Read full bio
Florian Nuessel
Conference Producer, PERE
Florian Nuessel is the conference producer for PERE’s flagship event week, which includes PERE Asia, PERE Debt and PERE Tech. Previously, he has produced events for the financial industry for Haymarket Media in 2018. He has also worked as a senior co… Read full bio
Christie Ou
Senior Reporter, PERE
Christie Ou is the Asia-Pacific reporter for PERE covering the private equity real estate markets in the region. Prior to joining PERE, she covered Asia’s business market for Bloomberg Business Week Chinese and the credit market for UK based Private… Read full bio
Arjun Pandit
Managing Director, Fund Management, CapitaLand
Mr. Arjun Pandit is a Managing Director at CapitaLand Investment Management and is responsible for managing all aspects of the real estate private debt funds business of the Group. Mr. Pandit is one of the most experienced commercial real estate prof… Read full bio
Chiwu Park
Executive Director, Shinhan Alternative Investment Management
Chiwu Park is leading SAIM's Real Estate and Structured Finance team which helps Korean investors to reach out to the cross border commercial real estate, credit and structured investment markets. His investment business is majorly based on the real… Read full bio
Christopher Petersen
Managing Director - Asia, PEI
Chris has nearly two decades of leadership experience in financial media and institutional investment conferences across Asia, the US, and Europe. From 2000 to 2006, Chris ran the Alternative Investment Group at Strategic Research Institute, a US bas… Read full bio
Mark Prevezer
Senior Consultant, Forsters
For over 30 years Mark has advised some of the world's foremost blue chip and institutional clients on real estate and corporate matters, serving in various roles as the Managing Partner and Senior Partner of a boutique law firm in the City. He then… Read full bio
Joel Rothstein
Shareholder and Chair – Asia Real Estate Practice, Greenberg Traurig
Joel H. Rothstein is Chair of the Asia Real Estate Practice of the international law firm of Greenberg Traurig. A leading international real estate attorney, he advises financial institutions, private equity funds, sovereign wealth funds, real estate… 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
Changeun (Harry) Song
Head of Overseas Real Estate, Public Officials Benefit Association (POBA)
Harry Song is responsible for cross-border real estate investment at POBA. Before joining the company in 2007, he worked at PAKC Realty Advisors from 2005, taking charge of domestic and overseas pension funds and real estate fund management. He recei… Read full bio
Adam Tantleff
Managing Principal, Madison Realty Capital
Adam Tantleff is one of the three Managing Principals of Madison Realty Capital (“Madison” or the “Firm”), having joined the Firm in 2005 prior to the launch of its initial fund. Mr. Tantleff’s primary responsibilities include capital raising for the… Read full bio
Bruce Wan
Director, Head of APAC Research and Strategy, BlackRock Real Assets
Bruce Wan, Director, is the Head of APAC Research and Strategy for BlackRock Real Assets. He leads the real estate and infrastructure market research, analysis and forecasting functions for the Asia-Pacific region, as well as contribute to investment… Read full bio
Philip Yoon
Former Head of Overseas Corporate Finance, The Korean Teachers’ Credit Union
Philip Yoon was the former Head of Overseas Corporate Finance Team of Korean Teachers’ Credit Union. Philip has responsibility for leading the team managing Alts assets including Private Equity, Private Debt, and Hedge Fund. Prior to joining KTCU, Ph… Read full bio
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.
