2023 AIF APAC Annual Investors' Meeting
March 28–29 | Westin Josun | Seoul, South Korea
On behalf of AIF Global, we hope you will join us for the 2023 AIF APAC Annual Investors’ Meeting, to be held March 28–29 at the Westin Josun in Seoul, South Korea.
The 2023 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 at a Glance
Monday, March 27 (Seoul)
March 27–Seoul
6:00–7:00 p.m. KST
Pre-Forum Meet and Greet Reception (Westin Josun)
Welcome to all attendees traveling into Seoul
Day 1
Tuesday, March 28, 2023
March 28–Seoul
8:15–9:00 a.m. KST
In-Person Registration (Westin Josun)
March 28–Seoul
9:00–9:10 a.m. KST
Opening Remarks and Introductions
- Sam Y. Chung, Ph.D., Head of AIF APAC, AIF Global
- Brant Maller, CEO, AIF Global and the AIF Institute
March 28–Seoul
9:10–9:30 a.m. KST
Welcome Remarks
- Ki-Il Lee, 1st Vice Minister, Ministry of Health and Welfare (Republic of Korea)
- Tae-hyun Kim, Chairman and CEO, National Pension Service (NPS)
March 28–Seoul
9:30–9:40 a.m. KST
Break
March 28–Seoul
9:40–10:30 a.m. KST
Keynote Fireside Chat
Moderator:
- Sam Y. Chung, Ph.D., Head of AIF APAC
Panelists:
- Hoon Lee, CIO, Korea Investment Corporation (KIC)
- Thomas Lee, Executive Director and CIO, New York State Teachers’ Retirement System
March 28–Seoul
10:30–10:45 a.m. KST
Break
March 28–Seoul
10:45–12:00 a.m. KST
Investor Roundtable: The Impact of Macroeconomic Trends on the Global Portfolio
Moderator:
- Thomas Lynch, Senior Managing Director, Cliffwater LLC
Panelists:
- Sung Sup Cho, OCIO of the Ministry of Employment and Labor
- Jong Suk Han, CIO, Police Mutual Aid Association (PMAA)
- Jang Huh, CIO, Public Officials Benefit Association (POBA)
- Kun Joo Kim, Head of Investment Strategy, Government Employees Pension Service (GEPS)
- Seung Ho Kim, CIO, Hyundai Marine & Fire Insurance
- Do Yoon Lee, CIO, Yellow Umbrella Mutual Aid Fund
- Kyuhong Lee, CIO, Korea Teachers Pension Fund (KTP)
- Sang Hee Lee, CIO, Military Mutual Aid Association (MMAA)
March 28–Seoul
12:00–1:30 p.m. KST
Luncheon
March 28–Seoul
12:30–1:10 p.m. KST
AIF Institute Center for Private Capital: Innovative Progress in Sustainable Infrastructure Investing
Moderator:
- Bernie McNamara, Head of Client Solutions, CBRE Global Investors
Panelists:
- Kylie Chan, Principal, Stonepeak
- James Chen, Executive Director, GCM Grosvenor
March 28–Seoul
1:10–1:30 p.m. KST
Break
March 28–Seoul
1:30–2:45 p.m. KST
Real Estate Roundtable Session
Session Leader:
- Min Lim, Partner, Head of Asia Pacific, The Townsend Group, an Aon Company
Session Participants:
Sam Chang, Partner and Head of Portfolio Management, Torchlight Investors
Bumlim Cho, Group Head of Real Estate and Managing Director, Korea Investment Corporation (KIC)
Seo Hwan Chung, Head of Real Estate, Public Officials Benefit Association (POBA)
Jung Il Kim, Head of Alternatives, Korea Specific Post Office Pension Service Agency
Gary Kwok, CEO, Axe Management Partners (MFO)
Kyungwon (Kyle) Lee, Head of Asia Real Estate Investment Team, National Pension Service (NPS)
Seung Taek Lim, Head of Real Estate, Korea Teachers’ Credit Union
Jinsuk Park, Head of Overseas Real Assets Investment, Hanwha Life
John Pattar, Partner & Head of Real Estate Asia, KKR
Mark Roberts, Director of Research, Crow Holdings
Chia Wen Teoh, Senior Vice President, Real Estate Product Strategist, PIMCO
March 28–Seoul
2:45–3:00 p.m. KST
Break
March 28–Seoul
3:00–4:00 p.m. KST
Infrastructure Roundtable Session
Session Leader:
- Thomas Lynch, Senior Managing Director, Cliffwater LLC
Session Participants:
Dong Young Kim, Senior Manager of Infrastructure, Dong Yang Life
Jin-Hwan Kim, Senior Investment Manager, Korea Teachers Pension (KTP)
Jake Lee, Head of Infrastructure, Hyundai Fire & Marine Insurance
Seok-Won Lee, Infrastructure Investment Manager, Public Officials Benefit Association (POBA)
Peng Li, Senior Managing Director, Stonepeak
Young Chang Na, Head of Alternatives, Korea Fire Officials Credit Union (FOCU)
Nick Riordan, Senior Director, Client Solutions-APAC, CBRE Investment Management
Yacine Saidji, Managing Director & Co-Head of European Investing, Morgan Stanley Infrastructure Partners
March 28–Seoul
4:00–4:15 p.m. KST
Break
March 28–Seoul
4:15–5:15 p.m. KST
AIF Institute Center for Insurance Investing: Insurance Asset Owners’ Panel
Moderator:
- Greg Wu, Head of APAC Insurance Solutions, Neuberger Berman
Panelists:
- Seung Chul Han, CIO, KB Asset Management CIO (KB Insurance Asset)
- Sung Bae Hwang, Vice Chairman, DB Life Insurance
- Hyun Jeon Kim, Vice Chairman, DongYang Life Insurance
- Si Wan Lee, Head of Alternative Investment Unit, Samsung Life Asset Management
- Matthew Michelini, Partner, Head of Asia-Pacific and Co-Head of Hybrid Value, Apollo Global Management
March 28–Seoul
5:15 p.m. KST
Day One Session Concludes
March 28–Seoul
5:00–5:30 p.m. KST
Transportation to Reception and Dinner
- Attendees head to the lobby for shuttle transportation to reception and dinner venue, Sam-Cheong-Ggak Restaurant
- Shuttle busses depart Westin Josun by 5:30 p.m.
March 28–Seoul
6:00–9:00 p.m. KST
Keynote Dinner and Remarks
- Sung Joo Kim, Congressman of the National Assembly and CEO (former), National Pension Service NPS
Day 2
Wednesday, March 29, 2023
March 29–Seoul
8:30–9:15 a.m. KST
In-Person Registration (Westin Josun)
March 29–Seoul
9:15–9:30 a.m. KST
Day Two Welcome Introduction and Remarks
- Sam Y. Chung, Ph.D., Head, AIF APAC
- Brant Maller, Founder and CEO, AIF Global
- Seoungho Jin, Chairman and CEO, Korea Investment Corporation
- Tom Tull, Investment Advisory Committee Member, Dallas Police & Fire Pension System, Former CIO, Texas Employees’ Retirement System and Fellow, AIF Institute (virtual)
March 29–Seoul
9:30–10:30 a.m. KST
Special Session: Sustainable Pension Fund Management
Moderators:
- Sam Y. Chung, Ph.D., Head, AIF APAC
- Brant Maller, Founder and CEO, AIF Global and AIF Institute
Panelists:
Chang Hyun Yoon, Congressman of the National Assembly
Tobias Read, Oregon State Treasurer (virtual)
Thomas Lee, Executive Director and CIO, New York State Teachers’ Retirement System
March 29–Seoul
10:30–10:45 a.m. KST
Break
March 29–Seoul
10:45–11:45 a.m. KST
AIF Institute Center for Private Capital Investing: Deep Dive Session on Growth and Importance of Private Credit as an Asset Class
Moderator:
- Leo Fletcher-Smith, Managing Director, Head of European Private Credit Strategy, Aksia LLC
Panelists:
- Chris Hentemann, Managing Partner, CIO, 400 Capital Management
- Dong Hun Jang, Senior Advisor, GCM Grosvenor and Former CIO, Public Officials Benefit Association (POBA)
- Matthew Michelini, Partner, Head of APAC and Co-Head Hybrid Value, Apollo Global Management
- Mark Roberts, Director of Research, Crow Holdings
March 29–Seoul
12:00–1:10 p.m. KST
Luncheon
Academic Research Presentation: Inflation and Private Markets
- Josh Lerner, Ph.D., Jacob H. Schiff Professor of Investment Banking, Harvard Business School and Chair, AIF Global and AIF Institute
March 29–Seoul
1:10–1:30 p.m. KST
Break
March 29–Seoul
1:30–2:30 p.m. KST
Private Equity Roundtable Session
Session Leader:
- Weichou Su, Partner, StepStone Group
Session Participants:
Seunggu Ahn, Senior Director of Private Equity, Korea Investment Corporation (KIC)
Sung Hwan (Sung) Lim, Head of Americas Private Investment Team, National Pension Service (NPS)
Young Ae Park, Head of Alternatives, Shinhan Bank
Nic Ng, Managing Director, Asia, Clayton Dubilier & Rice, LLC
R. Davis Noell, Senior Managing Director and Co-Head of North America, Providence Equity Partners
Susan Soh, Partner, GrowthCurve Capital
March 29–Seoul
2:30–2:45 p.m. KST
Break
March 29–Seoul
2:50–3:45 p.m. KST
Private Credit Roundtable Session
Session Leader:
- Lincoln Smith, Senior Portfolio Analyst and Partner, Albourne
Session Participants:
Joon Ho Choi, Head of Private Debt, KDB Life
Dong Hun Jang, Senior Advisor, GCM Grosvenor and Former CIO, Public Officials Benefit Association (POBA)
Jerang (JR) Lee, Head of Strategic Alternative Investments Team, National Pension Service (NPS)
Tyler Lindblad, CIO, Antares Capital
Tod Trabocco, Managing Partner, Aksia LLC
March 29–Seoul
3:45–4:00 p.m. KST
Break
March 29–Seoul
4:00–5:15 p.m. KST
Comprehensive Closing Panel: Reflections from the CIOs
Session Leader:
- Sam Y. Chung, Ph.D., Head of AIF APAC, AIF Global
Session Participants:
Hong Rae Cho, Vice Chairman, Korea Investment Management (KIM)
Moon Choi, Deputy Director, Ministry of Employment and Labor
Ahn Cho Goh, CIO, National Federation of Fisheries Cooperatives
Sung Moo Huh, CEO, Korea Growth Investment Corporation (VC Investment)
Hee Suk Kim, Former CEO, Hana Alternative Investment Management
John M. Kim, Professor of International Study, Korea University
Soon Ho Kwon, OCIO, NH Investment Securities
Seok Gil Park, Chief Korea Economist, J.P.Morgan
Wang Gun Shin, Fiduciary Committee Chair, National Pension Service (NPS)
Jong Hyun Won, Risk Management & Performance Evaluation Committee Chair, National Pension Service (NPS)
March 29–Seoul
5:15 p.m. KST
AIF 2023 APAC Annual Investors’ Meeting Concludes
2023 AIF APAC Annual Investors' Meeting Participant List
The investors and consultants below have confirmed their desire to participate (subject to any required internal approvals and final schedules)
Lincoln Smith, Partner
Leo Fletcher-Smith, Managing Director, Head of European Private Credit Strategy
Chau-Ly, Managing Director, Co-Head of Hong Kong
Tod Trabocco, Managing Director
Seung Ho Kim, CIO
Seung Chul Han, CIO
John Ho Choi, Head of Private Debt
Young Chang Na, Head of Alternatives
Sung Moo Huh, CEO
Seoungho Jin, CEO
Hoon Lee, CIO
Hong Rae Cho, Vice Chairman
Kun Joo Kim, Head of Investment Strategy
Seung Taek Lim, Head of Real Estate
Kyuhong Lee, CIO
Sang Hee Lee, CIO
Ki-Il Lee, 1st Vice Minister
Tae-hyun Kim, Chairman and CEO
Kyungwon (Kyle) Lee, Head of Asia Real Estate Investment Team
Jong Hyun Won, Risk Management & Performance Evaluation Committee Chair
Ahn Cho Goh, CIO
Jong Suk Han, CIO
Seo Hwan Chung, Head of Real Estate
Si Wan Lee, Head of Alternative Investment Unit
Jin Hei Park, Independent Director
Young Ae Park, Head of Alternatives
Weichou Su, Partner
Min Lim, Partner, Head of Asia Pacific
Dong Young Kim, Senior Manager of Infrastructure
Hyun Jeon Kim, Vice Chairman
Do Yoon Lee, CIO