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
9:10–9:30 a.m.
Welcome Remarks
- Sungjoo Kim, Chairman and CEO, National Pension Service
Keynote Speech:
- Tom Tull, Former CIO, Employees Retirement System of Texas (ERS) and Trustee and Investment Advisory, Committee Chairman, Dallas Police & Fire Pension
9:40–10:40 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
- Seok Gil Park, Chief Korea Economist, J.P. Morgan
10:40 a.m.–12:00 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:
- Thomas Lee, Executive Director and CIO, New York State Teachers’ Retirement System (joining virtually)
- Rex Kim, CIO, Oregon State Treasury (joining virtually)
- Thomas Kim, Deputy CIO, Maryland State Retirement Agency
- Tom Tull, Former CIO, Employees Retirement System of Texas (ERS)
- Kyungtaek Lee, Deputy CIO, Korea Investment Corporation (KIC)
- Jisun Yoon, CIO, MG Community Credit Cooperatives
- Beomsik Jun, CIO, Korea Teachers’ Pension
- Sung Sup Cho, OCIO, Ministry of Employment and Labor
- Chang Lee, OCIO, NH
12:00–1:30 p.m.
Lunch Keynote Fireside Chat
- Eiji Ueda, Former CIO of GPIF & Head of Apollo APAC
- Sam Y. Chung, Ph.D., Head of AIF APAC, AIF Global and the AIF Institute
1:30–2:30 p.m.
AI-Driven Investment: Global Asset Managers’ Perspectives
- 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 Dagostino, Senior Advisor – Coinbase, and Chairman of the US Asset Management Committee – the Department for International Trade
Panelist:
- Hyup Son, Head, Investment Strategy Division, National Pension Service (NPS)
2:45–3:30 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 Participants:
- Richard Kunzer, Co-Founder, Integrum
- Paul Youngseok Hahn, Senior Director, Private Equity Group, Korea Investment Corporation (KIC)
- Jeryang Lee, Head of Alternative Investment Division, Shinhan Life Insurance (OCIO)
- Loy Song, Head of Private Market Investment Team, Government Employees Pension Service (GEPS)
- Yoonsuk Oh, Senior Manager of Alternative Investment Team, National Federation of Fisheries Cooperatives
- Haesung Kim, Part Leader, Investment Team Equity Part, TongYang Life Insurance
- Seunghee Kim, Investment/Portfolio Manager, AIA Life
- Gabrielle Rubenstein, Co-Founder and Managing Partner, Manna Tree
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?
- As Semi-Liquid Vehicles Expand and Retail Capital Enters Private Credit, How Are You Managing Liquidity Mismatch and Portfolio Stability?
Session Leader:
- Jeryang Lee, Head of Alternative Investment Division, Shinhan Life Insurance (OCIO)
Session Participants:
- Youngho Kim, Portfolio Manager, Private Credit Team, National Pension Service (NPS)
- Loy Song, Head of Private Market Investment Team, Government Employees Pension Service (GEPS)
- Taehyeong Kim, Head of Alternative Investment, Fubon Hyundai Life Insurance
- Chorong Lee, Senior Manager of Corporate Investment Department, Yellow Umbrella Mutual Aid Fund
- Yoonchan Um, Senior Director, Korea Post Insurance
- Wonseok Koo, Head of Alternative Investment Team, Samsung Fire & Marine Insurance
- Ryan Ahn, Manager, Investment Team, TongYang Life Insurance
- Yoonsuk Oh, Senior Manager of Alternative Investment team, National Federation of Fisheries Cooperatives
- Seunghee Kim, Investment/Portfolio Manager, AIA Life
- Sylvia Owens, Partner, Kennedy Lewis Investment Management
- Richard Lee, Co-Head of Underwriting, Brightwood Capital
- Nik Singhal, Group Head of Direct Lending, ORIX USA
5:00–6:00 p.m.
Reception
6:00–8:00 p.m.
AIF APAC Dinner
- Sungjoo Kim, Chairman & CEO, National Pension Service
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
9:10–9:30 a.m.
Day Two Welcome Remarks
- Seungmo Kim, CIO, Korea Post Insurance
- Yasuyuki Kato, Professor, Kyoto University Advanced Science and Member of the Board of Governors, GPIF
Day Two Keynote Speech:
- James H. M. Sprayregen, Vice Chairman, Global Strategy and Growth, Hilco Global
9:40–10:50 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 Participants:
- Seongbae Hwang, CIO & Vice Chairman, DB Insurance
- Jiyong Ahn, CIO, Shinhan Life Insurance (OCIO)
- Si Wan Lee, Head of Alternative Investment Unit, Samsung Life Insurance
11:00 a.m.–12:00 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:
- Sunghwan Shin, BOK Monetary Board Member
Panelists:
- Yasuyuki Kato, Professor, Kyoto University of Advanced Science and Member of the Board of Governors, GPIF
- Chaewoo Nam, President, Korea Pension Fund Association
- Seokhoon Han, Chair, Investment Policy Committee, National Pension Service (NPS)
- Wangkun Shin, Chair, Risk Management & Performance Evaluation Committee, National Pension Service (NPS)
- Chonghyun Won, Chair, Fiduciary Committee, National Pension Service (NPS)
- Sungtae Park, Senior Advisor, Kim & Chang
12:00–1:30 p.m.
Lunch Special Presentation: Exploring the KOSPI Rally
1:30–2:50 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:
- David Kim, Head of Real Estate Platform Investment Team, National Pension Service (NPS)
- Sangwook Kang, Senior Director, Real Estate Group, Korea Investment Corporation (KIC)
- Harry Song, Head of Overseas Real Estate Investment Team, Public Officials Benefit Association (POBA)
- Eui-kyung Kim, Head of Alternative Investment Team, TongYang Life Insurance
- Aaron Dong, Senior Manager of IACI Fund Alternative Investment Team, Fund of the Ministry of Employment and Labor (Samsung Asset Management)
- Steven Joongho Kwon, Head of Global Investment Division / Head of Global Multi-Manager Strategy, Samsung SRA
- Andrew Coop, Managing Director, Starwood Capital Group
3:10–4:30 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 Participants:
- Sengwhan Cha, Head of Infrastructure Capital Solution Team, National Pension Service (NPS)
- Dongwoo Shin, Senior Director, Korea Post Insurance
- Soonhyung Park, Team Leader of Investment Analysis Team, TongYang Life Insurance
- Jake Lee, Head of Infrastructure Investment Team, Hyundai Marine and Fire Insurance
- Changwoo Lee, Team Leader of Asset Management Team, Hana Insurance
4:30 p.m.
Closing Remarks
2026 AIF APAC Annual Investors' Meeting Participant List
Investor, Consultant and Finance Academic Participants
Organization 1
Participant 1
Participant 2
Organization 2
Participant 1