Download 9th Annual Korea Institutional Investment Forum 8 September 2015

9th Annual Korea Institutional Investment Forum
8 September 2015, Westin Chosun Hotel, Seoul
Co-Sponsors
Associate-Sponsors
Exhibitor
AGENDA – Tuesday 8 September 2015
(Times and sessions are subject to change)
08:15
Registration and refreshments
08:55
Welcome
Alastair Hills, Head of Conferences, AsianInvestor
09:05
(Korean)
Outlook for Korean Institutional Investors
Keynote Speech
Speaker
Hong Wan Sun, Chief Investment Officer, NPS*
09:15
(English)
How International Asset Owners are Managing Their Portfolios
Presentation
The head of Eaton Vance’s international investment business details how their clients are
positioning their portfolios to cope with the current market environment.
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Key investment trends
Strategies for beating low interest rates
Products and strategies that have seen the biggest interest
Presenter
Niall Quinn, Managing Director and President, Eaton Vance Management (International)
09.40
(English)
Global Investment Outlook
Presentation
Presenter
Pilar Gomez-Bravo, Portfolio Manager, MFS Investment Management
09.55
(English)
Global Fixed Income Solutions for a Low Yield World
Panel Discussion
A panel leading international fixed income portfolio managers discuss and debate the keys to
finding consistent return in global fixed income.
Moderator
Leigh Powell, Editor, AsianInvestor
Panelists
Keith Patton, Head of Multi-Strategy, Fixed Income, BMO Global Asset Management
Pilar Gomez-Bravo, Portfolio Manager, MFS Investment Management
Meredith Birdsall, Client Portfolio Manager, Pioneer Investments
Michel Ho, Deputy Head of Credit, NN Investment Partners (formerly ING Investment
Management)
10.45
(English)
A Multi-Sector Approach to Bond Investing
Presentation
Presenter
Meredith Birdsall, Client Portfolio Manager, Pioneer Investments
11:00
Networking Coffee Break
11.30
(Korean)
External Manager Selection, Review & Oversight
Panel discussion
A group of Korea’s leading institutional investors discuss how they manage their externally
managed funds and the kinds of oversight they feel are needed.
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How to source and identify the right managers
Building a mix of managers and strategies to complement each other
Differentiating between skill and beta
Identifying style drift
When to retain managers and to release them
Moderator
Andrew Shin, Director & Head of Investment Services, Korea, Towers Watson
Panelists
Choi Young Gwon, Chief Investment Officer, Government Employees Pension Service
(GEPS)
Park Min Ho, Chief Investment Officer, Teachers’ Pension
Cho Sung Sik, Managing Director, Mirae Asset Life Insurance
Kang Sung-Seog, Head Of Global Investment, Global Investment Department, Korean
Teachers' Credit Union (KTCU)
12:15
(English)
Smart Beta for Smarter Investors
Presentation
Presenter
Priscilla Luk, Director, Index Research & Design, S&P Dow Jones Indices
12:30
Networking Lunch
13:40
(English)
Investment Opportunities in China
Panel Discussion
Moderator
Alastair Hills, Head of Conferences, AsianInvestor
Panelists
Jack Chang, Chief Executive Office, Ping An of China Asset Management (Hong Kong)
Yeo Ik Hwan, Team Leader, Department of Securities Investment Team, Korea Scientists &
Engineers Mutual-aid Association
14:20
(English)
India – How Modinomics is Creating the Next Emerging Bull Market
Presentation
One of India’s top investment experts discusses how economic and market reforms and
turning around the investment potential for the country.
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How to access the growth
What sectors and firms are primed for the biggest growth
Avoiding the risks and pitfalls
Presenter
Akhilesh Tilotia, Associate Director, Kotak Institutional Equities
14:45
(English)
Asia’s Biggest Alternative Investment Trends
Speech
Speaker
Peter Douglas, Principal, CAIA Singapore
14:50
(Korean)
Developing Sustainable Alternative Investment Capabilities
Panel discussion
A group of leading Korean investors discuss how they embracing alternative investments and
coping with the challenges of venturing away from public markets.
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Creating and developing in house capabilities and expertise
Are hedge funds suitable investments for Korean alternative investors?
Finding suitable benchmarks
Managing illiquid long-term investments
Moderator
Lee Insup, Korea Correspondent, AsianInvestor
Panelists
Kevin Hur, Head of Alternative Investments, Hanwha Life
Suh Jungdoo, Managing Director, Beta & Global Investment Division, Korea Investment
Management (Kimco)
Kim Ki Pum, Head of Alternative Investments Team 3 and Director, Military Mutual Aid
Association (MMAA)
Jerry Yeo, Deputy General Manager, Dongbu Fire Insurance
15:40
Networking Coffee Break
16:10
(Korean)
Investment Landscape for Korean Insurers
Keynote Presentation
One of Korea’s leading Insurance investors shares his views on investment opportunities and
discusses his future asset allocation plans.
Presenter
Ahn Si Hyoung, Chief Investment Officer, KDB Life Insurance Company
16:30
Education Partner
Closing & Refreshments
Supporting Organisations
*speaker pending final reconfirmation