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

Kavanagh_Anne - PERE Investor Forum: Seoul 2019

 

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…

Read full testimonial

2019 speakers included:

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 For any enquiries, please contact Florian Nuessel on at Florian.n@peimedia.com

DOWNLOAD AGENDA

Day 1 Day 2
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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
A speaker photo for Christopher Petersen

Christopher Petersen

Managing Director - Asia, PEI

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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?
A speaker photo for Jinho  Lee

Jinho Lee

Head of Global Real Assets, Postal Savings, Korea Post

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A speaker photo for Laurent Jacquemin

Laurent Jacquemin

Head of Asia-Pacific, Real Assets, AXA IM Alts

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A speaker photo for Alexander  Hoff

Alexander Hoff

Founder and Managing Partner, Palmira

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A speaker photo for Bruce Wan

Bruce Wan

Director, Head of APAC Research and Strategy, BlackRock Real Assets

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A speaker photo for Julie  Ahn

Julie Ahn

Partner, GRE Asset Management

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10:00 - 10:30

Keynote Interview – Strategy of the hour - Global Capital flows into Europe

Anne Kavanagh, Christie Ou
A speaker photo for Anne Kavanagh

Anne Kavanagh

Chief Investment Officer, Patrizia

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Christie Ou

Christie Ou

Senior Reporter, PERE

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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
A speaker photo for Nicole Douglas

Nicole Douglas

Head of Investor Research, PEI

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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?

A speaker photo for Jin Won Lee

Jin Won Lee

General Manager, Local Finance Association

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A speaker photo for Changeun (Harry) Song

Changeun (Harry) Song

Head of Overseas Real Estate, Public Officials Benefit Association (POBA)

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A speaker photo for Jayme Younghee Han

Jayme Younghee Han

Managing Director and Head of Asia ex-Japan, Pretium Partners

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A speaker photo for Philip Yoon

Philip Yoon

Former Head of Overseas Corporate Finance, The Korean Teachers’ Credit Union

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12:10 - 12:35

Presentation: The Rise of Non-Bank Lending in the US Commercial Real Estate Market

Adam Tantleff
A speaker photo for Adam Tantleff

Adam Tantleff

Managing Principal, Madison Realty Capital

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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?
A speaker photo for Shiraz  Jiwa

Shiraz Jiwa

CEO, The Valesco Group

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A speaker photo for Eric Michael  Anton

Eric Michael Anton

Senior Managing Director, Marcus & Millichap

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A speaker photo for Matthew Kaplan

Matthew Kaplan

Managing Director and Team Group Head, Almanac (Neuberger Berman)

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A speaker photo for Adrian Karczewicz

Adrian Karczewicz

Head of Divestments, Skanska Commercial Development Europe

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A speaker photo for Mark Prevezer

Mark Prevezer

Senior Consultant, Forsters

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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
A speaker photo for Kevin Colket

Kevin Colket

Founder and CEO, GHIG

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Anne Gales Threadmark

Anne Gales

Partner and Co-Founder, Threadmark

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A speaker photo for Chung Keun Kim

Chung Keun Kim

Managing Director, Investment, Samsung SRA Asset Management

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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?
Jiroo Eoh, ABL Life Insurance

Jiroo Eoh

Head of Alternative Investment Department, ABL Life Insurance

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A speaker photo for Hanno Kowalski

Hanno Kowalski

Managing Director, FAP Invest

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A speaker photo for Joel Rothstein

Joel Rothstein

Shareholder and Chair – Asia Real Estate Practice, Greenberg Traurig

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Mark Harrison

Mark Harrison

Managing Director – Property, Wingate

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A speaker photo for Arjun Pandit

Arjun Pandit

Managing Director, Fund Management, CapitaLand

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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?
A speaker photo for Chiwu  Park

Chiwu Park

Executive Director, Shinhan Alternative Investment Management

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David Cheong, KKR Asia

David Cheong

Managing Director, Real Estate, KKR Asia

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A speaker photo for Rahul  Ghai

Rahul Ghai

Managing Director, Co-Head Private Real Estate Asia, Partners Group

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A speaker photo for Steve Choi

Steve Choi

Managing Director and Head of Real Estate Asia, Oaktree Capital Management

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A speaker photo for Andrew Shin

Andrew Shin

Head of Investments (Korea), Willis Towers Watson

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17:10 - 19:00

Afternoon chairperson’s closing remarks followed by cocktail reception

Florian Nuessel
A speaker photo for Florian Nuessel

Florian Nuessel

Conference Producer, PERE

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For any enquiries, please contact Florian Nuessel at Florian.n@peimedia.com.

Julie Ahn

Partner, GRE Asset Management

Eric Michael Anton

Senior Managing Director, Marcus & Millichap

David Cheong, KKR Asia

David Cheong

Managing Director, Real Estate, KKR Asia

Steve Choi

Managing Director and Head of Real Estate Asia, Oaktree Capital Management

Kevin Colket

Founder and CEO, GHIG

Nicole Douglas

Head of Investor Research, PEI

Jiroo Eoh, ABL Life Insurance

Jiroo Eoh

Head of Alternative Investment Department, ABL Life Insurance

Anne Gales Threadmark

Anne Gales

Partner and Co-Founder, Threadmark

Rahul Ghai

Managing Director, Co-Head Private Real Estate Asia, Partners Group

Jayme Younghee Han

Managing Director and Head of Asia ex-Japan, Pretium Partners

Mark Harrison

Mark Harrison

Managing Director – Property, Wingate

Alexander Hoff

Founder and Managing Partner, Palmira

Laurent Jacquemin

Head of Asia-Pacific, Real Assets, AXA IM Alts

Shiraz Jiwa

CEO, The Valesco Group

Matthew Kaplan

Managing Director and Team Group Head, Almanac (Neuberger Berman)

Adrian Karczewicz

Head of Divestments, Skanska Commercial Development Europe

Anne Kavanagh

Chief Investment Officer, Patrizia

Hanno Kowalski

Managing Director, FAP Invest

Jin Won Lee

General Manager, Local Finance Association

Jinho Lee

Head of Global Real Assets, Postal Savings, Korea Post

Chung Keun Kim

Managing Director, Investment, Samsung SRA Asset Management

Florian Nuessel

Conference Producer, PERE

Christie Ou

Christie Ou

Senior Reporter, PERE

Arjun Pandit

Managing Director, Fund Management, CapitaLand

Chiwu Park

Executive Director, Shinhan Alternative Investment Management

Christopher Petersen

Managing Director - Asia, PEI

Mark Prevezer

Senior Consultant, Forsters

Joel Rothstein

Shareholder and Chair – Asia Real Estate Practice, Greenberg Traurig

Andrew Shin

Head of Investments (Korea), Willis Towers Watson

Changeun (Harry) Song

Head of Overseas Real Estate, Public Officials Benefit Association (POBA)

Adam Tantleff

Managing Principal, Madison Realty Capital

Bruce Wan

Director, Head of APAC Research and Strategy, BlackRock Real Assets

Philip Yoon

Former Head of Overseas Corporate Finance, The Korean Teachers’ Credit Union


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.