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8:30 - 9:00
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Registration
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9:00 - 9:05
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Welcome Address
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The Korea Economic Daily
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Jongho Kim
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CEO
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9:05 - 9:10
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Investor's Keynote Speech
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National Pension Service
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Yong Jin Kim
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Chairman & CEO
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9:10 - 9:25
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Keynote Speech - Investing in the Pandemic World and the Current Market Outlook
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Oaktree Capital Management
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Howard Marks
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Co-Chairman
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9:25 - 9:30
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Introduction of ASK 2021
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The Korea Economic Daily
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Kwang Lee
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Managing Director of ASK Office
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9:30 - 9:50
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Non-Traditional Real Estate: Building a Truly Diversified Portfolio with Strong Current Income
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Sculptor Capital Management
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Steve Orbuch
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Founder and President, Sculptor Real Estate, Executive Managing Director
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9:50 - 10:05
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US REIT Opportunities in Niche Sectors
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AEW Capital Management
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JT Straub
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Managing Director, Head of AEW Real Estate Securities |
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10:05 - 10:20
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Opportunities in the US Single Family Residential Market |
Cerberus Capital Management
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Joshua Weintraub
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CEO of Residential Opportunities and Senior Managing Director |
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10:20 - 10:40
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Networking Coffee Break
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10:40 - 10:50
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Opportunities in CRE Lending
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PIMCO
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Nelson Yuan
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Senior Vice President and Alternative Strategist |
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11:10 - 11:40
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LP Panel Session - Real Estate
Moderator: Sera Global, Grace Kim
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POBA
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Harry Song
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Head of Overseas Real Estate Investment
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GEPS
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Seung Hwan Ro
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Head of Alternative Investment |
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MMAA
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Eun Ho Jang
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Head of Alternative Investment Team 3 |
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Kyobo Life Insurance
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Chan Woo Kim
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Head of Overseas Alternative Investment |
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11:30 - 11:50
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The Future of Infrastructure (Moderator: Scott L. Lebovitz, Co-Head and Co-CIO of Infrastructure)
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Goldman Sachs
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Leonard Seevers / Sebastien Gagnon
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Managing Director / Managing Director
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11:50 - 12:05
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Global Infrastructure Outlook - 2021
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GCM Grosvenor
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Scott Litman
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Managing Director, Infrastructure
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12:05 - 12:20
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Future Outlook of European Infrastructure PostCOVID 19
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Aberdeen Standard Investments
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Dominic Helmsley
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Head of Economic Infrastructure
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12:20 - 13:20
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Lunch
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13:20 - 13:35
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Unlisted Infrastructure and Pathways to Sustainable Energy and Decarbonisation
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First Sentier Investors
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Danny Latham
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Partner, Head of Infrastructure Investments Australia & NZ
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13:35 - 13:50
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Impact Investing: Opportunities on the Road to Net Zero
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Brookfield Asset Management
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Natalie Adomait
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Managing Director
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13:50 - 14:00
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Infrastructure Opportunity in the U.S. Lower Middle Market
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Ridgewood Infrastructure
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Sam Lissner
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Principal
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14:00 - 14:15
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A Decade of Successful Portfolio Construction for Unlisted Infrastructure
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IFM Investors
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Michael Landman
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Executive Director, Portfolio Management
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14:15 - 14:30
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Global Renewable Energy Markets
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Nuveen
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Scott Lawrence
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Partner of Glennmont Partners
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14:30 - 14:45
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Opportunities in the European Energy Transition
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Infracapital
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Martin Lennon
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Head of Infracapital
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14:45 - 15:05
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Networking Coffee Break
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15:05 - 15:20
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Impact Investing
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Macquarie Asset Management (MIRA)
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Steve Gross
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Head of Impact Investing
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15:20 - 15:30
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The Future of Real Assets and Infrastructure Investing
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HarbourVest Partners
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Kevin Warn-Schinde
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Managing Director
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15:30 - 16:10
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LP Panel Session - Infrasturcture
(Moderator: Hamilton Lane, Sungji Steve An)
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NPS
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Hyeyoung Yoon
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Head of Global Infrastructure
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KIC
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Hoon Cha
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Head of Infrastructure
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Teachers' Pension
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Young Sin Jung
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Head of Alternative Investment Division
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KFCCC
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SungHoon Kang
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General Manager/lnfra Finance Dept
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