2026 AIF APAC Annual Investors' Meeting
April 7–8 | Westin Josun | Seoul, South Korea
On behalf of AIF Global, we hope you will join us for the 2026 AIF APAC Annual Investors’ Meeting to be held April 7–8 at the Westin Josun in Seoul, South Korea.
The 2026 AIF APAC Annual Investors’ Meeting will bring together investment thought leaders to share best ideas, practices, and information and address the needs of institutional asset owners in the Asia-Pacific region, as well as across the globe.
Agenda to be released soon
Tuesday, April 7
8:30–9:00 a.m.
Registration
9:00–9:10 a.m.
Opening Remarks and Introductions
- Sam Y. Chung, Ph.D., Head of AIF APAC, AIF Global and the AIF Institute
- Brant Maller, Founder and CEO, AIF Global and the AIF Institute
9:10–10:10 a.m.
Welcome Remarks
- Sungjoo Kim, Chairman and CEO, National Pension Service
- Byoungdug Min, Congressman, National Policy Committee, National Assembly
- Dogeol Ahn, Congressman, Finance, Economy, Planning and Budget Committee, National Assembly
- Tokio Morita, Executive Director, FinCity Tokyo
Keynote Speech:
- Tom Tull, Former CIO, Employees Retirement System of Texas (ERS) and Trustee and Investment Advisory, Committee Chairman, Dallas Police & Fire Pension
10:20–11:10 a.m.
2026 Macro Outlook
- Global Growth Polarization: AI-Led Expansion Amid Broad-Based Slowdowns
- Monetary Policy After Disinflation: How Far Can Rate Cuts Go?
- The AI Industrial Revolution and Economic Security: What Are the New Policy-Driven Macro
Variables? - The US, Japan, and Korea: Key Macroeconomic Issues Shaping 2026
Moderator:
- Sam Y. Chung, Ph.D., Head of AIF APAC, AIF Global and the AIF Institute
Panelists:
- Shobhit Gupta, Head of Multi-Credit Strategy, Apollo Global Management (joining virtually)
- Goohoon Kwon, Senior Asia Economist, Goldman Sachs
- Seok Gil Park, Chief Korea Economist, J.P. Morgan
11:20 a.m.–12:30 p.m.
Pension Fund CIO Roundtable
- In the Age of AI, Are You Treating Infrastructure as Defensive—or as Growth?
- After Rate Cuts, Where Are You Reallocating Capital
- Has Geopolitical Risk Changed How You Allocate Capital?
- As Private Market Exits Slow, How Are You Managing Liquidity?
Session Leader:
- Jang Huh, CIO, Public Officials Benefit Association (POBA)
Session Participants:
- Sung Sup Cho, OCIO, Ministry of Employment and Labor
- Rex Kim, CIO, Oregon State Treasury (joining virtually)
- Thomas Kim, Deputy CIO, Maryland State Retirement Agency
- Thomas Lee, Executive Director and CIO, New York State Teachers’ Retirement System (joining virtually)
- Kyungtaek Lee, Deputy CIO, Korea Investment Corporation (KIC)
- Chang Lee, OCIO, NH
- Youngzinn Sohn, CIO, Government Employees Benefit Association (GEPS)
- Tom Tull, Former CIO, Employees Retirement System of Texas (ERS)
- Jisun Yoon, CIO, MG Community Credit Cooperatives
12:30–1:30 p.m.
Lunch Keynote Fireside Chat
- Hoon Lee, CIO, Korea Investment Corporation (KIC)
- Eiji Ueda, Former CIO of GPIF and Head of Apollo APAC
1:30–2:30 p.m.
AI-Driven Investment
- How Leading Global GPs Are Repositioning Portfolios for the AI Industrial Revolution
- Where Is AI Actually Creating Investable Alpha—and Where Are the Risks Underestimated
- Deploying Capital in an AI-Led Policy Environment: What Changes in Private Markets?
- Building Resilient Portfolios in an AI-Driven, Geopolitically Fragmented World
Moderator:
- John D’Agostino, Senior Advisor – Coinbase, and Chairman of the US Asset Management Committee – the Department for International Trade
Panelists:
- Brian Chu, Head of Apps, Apollo Global Management
- Michael Del Buono, CIO of Perennial, Andressen Horowitz
- Richard Kunzer, Co-Founder, Integrum
- Ling Yang, Managing Director, Carlyle Group
2:40–3:40 p.m.
Private Equity Roundtable
- How Do You Assess AI-Driven Value Creation in PE Portfolios?
- Beyond AI, Where Are You Actually Finding Alpha in 2026?
- In a Credit-Rich Market, What Is Private Equity’s Real Differentiation?
- Are Semi-Liquid Structures Improving Liquidity – or Creating New Structural Risks?
Session Leader:
- Paul Youngseok Hahn, Senior Director, Private Equity Group, Korea Investment Corporation (KIC)
Session Participants:
- Barry Chien, CIO, Impex Capital
- Youngmin Kim, Head of LDI Alternative Investment, Heungkuk Life
- Richard Kunzer, Co-Founder, Interim
- Jeff Kwon, Head of Americas Private Equity Team, National Pension Service (NPS)
- Jeryang Lee, Head of Alternative Investment Division, Shinhan Life Insurance (OCIO)
- Si Wan Lee, Head of Alternative Investment Unit, Samsung Life (OCIO)
- Antoine Pupin, Managing Director, bpifrance
- Gabrielle Rubenstein, Co-Founder and Managing Partner, Manna Tree
- Sehyeong Seong, Director of Alternative Investment Division, Korea Post Insurance
- Loy Song, Head of Private Market Investment Team, Government Employees Pension Service (GEPS)
- Timothy Wu, Portfolio Manager, OUE
- Ling Yang, Managing Director, Carlyle Group
3:45–5:00 p.m.
Private Credit Roundtable
- Where Are You Finding the Most Attractive Opportunities in Direct Lending Today—by Sector and Deal Structure?
- As Direct Lending Converges with Broadly Syndicated Loans, How Should Allocators Decide?
- How Has Spread Compression Changed Your Allocation to Direct Lending?
- Beyond Direct Lending, Where Are You Seeing the Most Compelling Opportunities in Asset-Based Finance, Infrastructure Credit, and Other Private Credit Strategies?
- Is Asset-Based Finance and Infrastructure Credit Becoming a Core Allocation—Or Still a Tactical Diversifier in 2026?
- In a Downturn Scenario, What Differentiates Performance in Private Credit Portfolios Underwriting, Structuring, or Active Management?
- How Are You Managing Liquidity Mismatch and Portfolio Stability?
Session Leader:
- Jeryang Lee, Head of Alternative Investment Division, Shinhan Life Insurance (OCIO)
Session Participants:
- Hyunji Kim, Head of Private Credit Team, Public Officials Benefit Association (POBA)
- Youngmin Kim, Head of LDI Alternative Investment, Heungkuk Life
- Richard Lee, Co-Head of Underwriting, Brightwood Capital
- Sylvia Owens, Partner, Kennedy Lewis Investment Management
- Sungjun Park, Head of Private Credit Team, National Pension Service (NPS)
- Sungmoon Park, Senior Director, Korea Post Insurance
- Tanya Sanwal, Direct Lending/Private Credit Specialist, Apollo Global Management
- Nik Singhal, Group Head of Direct Lending, ORIX USA
- Loy Song, Head of Private Market Investment Team, Government Employees Pension Service (GEPS)
- Jeroen Verleun, Portfolio Manager, GIC
5:00–6:00 p.m.
Reception
6:00–8:00 p.m.
AIF APAC Dinner
- Seiwan Kim, President, Korea Capital Market, Institute (KCMI)
- Hunsoo Kim, President, Korea Insurance Research Institute (KIRI)
Wednesday, April 8
8:30–9:00 a.m.
Registration
9:00–9:10 a.m.
Day Two Opening Remarks and Introductions
- Sam Y. Chung, Ph.D., Head of AIF APAC, AIF Global and the AIF Institute
- Brant Maller, Founder and CEO, AIF Global and the AIF Institute
9:10–10:00 a.m.
Day Two Welcome Remarks
- Yasuyuki Kato, Professor, Kyoto University Advanced Science and Member of the Board of Governors, GPIF
- Sunghwan Shin, Board Member, BOK Monetary
Special Presentation:
- James H. M. Sprayregen, Vice Chairman, Global Strategy and Growth, Hilco Global
10:10–11:20 a.m.
Insurance CIO Roundtable
- As Rate Cuts Reshape Bond Allocation Decisions, Is the Barbell Strategy Still Working for
Insurance Portfolios in 2026? - In 2026, Do You See Practical Room to Reallocate Capital Toward Capital-Efficient Mid-Risk,
Mid-Return Assets—Given Pricing Pressure and Limited Supply? - In Private Credit, What Criteria Must Be Met Before You Allocate Capital?
- Are You Adjusting Asset Allocation to Reduce IFRS 9 and IFRS 17 Earnings Volatility?
Session Leader:
Jeff Jacobs, CEO of the Global 3rd Party Insurance, Apollo Global Management
Session Participants:
- Jiyong Ahn, CIO, Shinhan Life Insurance (OCIO)
- Seongbae Hwang, CIO & Vice Chairman, DB Insuranc
- Kwangshink Jeong, CIO, Executive Managing Director, Korea Reinsurance Company
- Seon Nyoung Kim, Head of Investment Planning, Hanwha Life Insurance
- Sanghoon Lee, CIO, Heungkuk Lif
- Samgeol Lyoo, CIO, Kyobo Life Insurance
- Stephen Smith, CIO, Insurance Investments, Neuberger Bergman
11:30 a.m.–12:30 p.m.
Retirement Saving Systems in APAC: Key Challenges in 2026
As the APAC region moves into 2026, retirement saving systems face growing pressure from rapid population aging, lower expected investment returns, and changing labor market structures. Following the post-inflation rate-cut cycle, individuals are increasingly responsible for securing
adequate retirement outcomes in a more uncertain financial environment.
- Expanding Pension Participation
- Strengthening Retirement Readiness and Financial Literacy
- Enhancing Pension Investment Effectiveness
- Advancing Sustainable Pension Reforms
Session Leader:
- Chaewoo Nam, President, Korea Pension Fund Association
Panelists:
- Jinjoo Back, Senior Director, Ministry of Health and Wealth
- Moonkyung Choi, Director, Ministry of Employment and Labor
- Yasuyuki Kato, Professor, Kyoto University of Advanced Science and Member of the Board of Governors, GPIF
- Sungtae Park, Senior Advisor, Kim & Chang
- Chonghyun Won, Chair, Fiduciary Committee, National Pension Service (NPS)
12:30–1:30 p.m.
Lunch Special Presentation: Exploring the KOSPI Rally
- Jihong Park, CEO & CIO, GVA Asset Management
1:30–2:40 p.m.
Real Estate Roundtable
- As Rate Cuts Proceed Gradually, How Are You Reassessing the Balance Between Credit and Equity in 2026—and What Is Driving That Shift?
- How Are You Assessing AI-Driven Investment Opportunities and Risks in Real Estate in 2026—Including Data Centers and Other AI-Sensitive Sectors?
- In 2026, Where Do You See the Most Compelling Opportunities—and the Greatest Risks—Across Regions, Sectors, and Strategies, and How Is That Shaping Your Portfolio Rebalancing
- In 2026, Do You See Broader Exit Liquidity Returning to Real Estate Markets—or Only Selective Liquidity for High-Quality Assets?
Session Leader:
- Min Lim, Partner and APAC Head, Townsend Group
Session Participants:
- Larissa Belova, CIO, US Real Estate, UBS Asset Management
- Barry Chien, CIO, Impex Capital
- Jerry Choi, Head of Asia Real Estate Team, National Pension Service (NPS)
- Aaron Dong, Senior Manager of IACI Fund Alternative Investment Team, Fund of the Ministry of Employment and Labor (Samsung Asset Management)
- Chongmook Kang, Head of Real Asset Investment Team, Government Employees Pension Service (GEPS)
- Sangwook Kang, Senior Director, Real Estate Group, Korea Investment Corporation (KIC)
- Sangwook Kang, Senior Director, Real Estate Group, Korea Investment Corporation (KIC)
- Steven Joongho Kwon, Head of Global Investment Division / Head of Global Multi-Manager Strategy, Samsung SRA
- Bernie McNamara, Head of Client Solution, CBRE Investment Management
- Sehyeong Seong, Director of Alternative Investment Division, Korea Post Insurance
- Harry Song, Head of Overseas Real Estate Investment Team, Public Officials Benefit Association (POBA)
- Timothy Wu, Portfolio Manager, OUE
2:50–4:00 p.m.
Infrastructure Roundtable
- As AI demand accelerates and power constraints intensify, how are you reshaping infrastructure investment priorities in 2026?
- With an AI-driven infrastructure supercycle underway, is 2026 the time to scale exposure—or remain selective amid valuation and execution risks?
- As infrastructure investment enters a structural growth phase, are you moving from core to growth or greenfield strategies?
- As capital crowds into AI-linked infrastructure, which traditional infrastructure assets are you de-prioritizing in 2026?
Session Leader:
- Nick Riordan, APAC Head of Infrastructure, CBRE Investment Management
Session Participants:
- Sengwhan Cha, Head of Infrastructure Capital Solution Team, National Pension Service (NPS)
- Barry Chien, CIO, Impex Capital
- Scott Choi, Managing Director, Actis
- Aaron Dong, Senior Manager, IACI Fund Alternative Investment Team, Fund of the Ministry of Employment and Labor (Samsung Asset Management)
- Dong Jang, Former CIO, Public Officials Benefit Association (POBA)
- Chongmook Kang, Head of Real Asset Investment Team, Government Employees Pension Service (GEPS)
- Wonbin Kim, Senior Director, Infrastructure Group, Korea Invsetment Corporation (KIC)
- Sehyeong Seong, Director of Alternative Investment Division, Korea Post Insurance
- Sungyeon Ye, Investment Manager, Samsung Life Insurance
- Timothy Wu, Portfolio Manager, OUE
4:00 p.m.
Closing Remarks
2026 AIF APAC Annual Investors' Meeting Participant List
Investor, Consultant and Finance Academic Participants
Korea Investment Corporation (KIC)
Hoon Lee, CIO
Kyungtaek Lee, Deputy CIO
Paul Youngseok Hahn, Senior Director, Private Equity Group
Sangwook Kang, Senior Director, Real Estate Group
Wonbin Kim, Senior Director, Infrastructure Group
National Pension Service (NPS)
Chonghyun Won, Chair, Fiduciary Committee
Sungjoo Kim, Chairman and CEO
Jeff Kwon, Head of Americas Private Equity Team
Sungjun Park, Head of Private Credit Team
Jerry Choi, Head of Asia Real Estate Team
DB Insurance
Seongbae Hwang, CIO & Vice Chairman
GIC
Jeroen Verleun, Portfolio Manager
Government Employees Pension Service (GEPS)
Youngzinn Sohn, CIO
Loy Song, Head of Private Market Investment Team
Chongmook Kang, Head of Real Asset Investment Team
GPIF
Yasuyuki Kato, Member of the Board of Governors and Professor, Kyoto University Advanced Science
Hanwha Life Insurance
Seon Nyoung Kim, Head of Investment Planning
Heungkuk Life
Youngmin Kim, Head of LDI Alternative Investment
Korea Post Insurance
Sehyeong Seong, Director of Alternative Investment Division
Sungmoon Park, Senior Director
Sehyeong Seong, Director of Alternative Investment Division
Korea Reinsurance Company
Kwangshink Jeong, CIO, Executive Managing Director
Kyobo Life Insurance
Samgeol Lyoo, CIO
Maryland State Retirement Agency
Thomas Kim, Deputy CIO
MG Community Credit Cooperatives
Jisun Yoon, CIO
Ministry of Health and Wealth
Jinjoo Back, Senior Director
Ministry of Employment and Labor
Sung Sup Cho, OCIO
Moonkyung Choi, Director
Ministry of Employment and Labor
Sung Sup Cho, OCIO
NH Financial Group
Chang Lee, OCIO
Public Officials Benefit Association (POBA)
Jang Huh, CIO
Hyunji Kim, Head of Private Credit Team
Harry Song, Head of Overseas Real Estate Investment Team
Samsung Asset Management OCIO
Aaron Dong, Senior Manager of IACI Fund Alternative Investment Team, Fund of the Ministry of Employment and Labor
Samsung Life (OCIO)
Si Wan Lee, Head of Alternative Investment Unit
Sungyeon Ye, Investment Manager
Samsung SRA
Steve Joongho Kwon, Head of Global Investment Division/Head of Global Multi-Manager Strategy
Shinhan Life Insurance
Jiyong Ahn, CIO
Jeryang Lee, Head of Alternative Investment Division
Yellow Umbrella Mutual Aid Fund
Chorong Lee, Senior Manager of Corporate Investment Department
bpifrance
Antoine Pupin, Managing Director
Dallas Police & Fire Pension
Tom Tull, Trustee and Investment Advisory, Committee Chairman
Townsend Group
Min Lee, Partner and Head of APAC