2014
thebell
KOREA PRIVATE MARKETS
INVESTMENT
FORUM
7th Annual
18th November, 2014
The Westin Chosun, Seoul, Korea
2014 thebell KOREA PRIVATE MARKETS INVESTMENT FORUM
Invitation of the thebell Korea Private Markets Investment Forum 2014
We are delighted to invite leading investors in the capital markets to the
thebell Korea Private Markets Investment Forum 2014
We highly appreciate your support of and interest in Korea's leading investor forum, "thebell Korea Private Markets
Investment Forum 2014"
'thebell Korea Private Markets Investment Forum 2014' celebrates a decade of domestic private equity funds and also
increases the breadth of conversation in relation to the private equity markets.
The theme of 'Private market investment's present and future - evaluating the Korean private equity market and new
opportunities' will be discussed at our forum on November 18 2014 at the Westin Chosun Hotel. We invite you to:
- Take an in-depth look at the current market and also look to the next ten years, contemplating specific and
realistic proposals for the market's future development
- Have a chance to make your opinion heard through speeches, panels and issue-focused discussion
- Meet Korea's most active and representative limited partners (LPs) such as National Pension Service, Korea
Investment Corporation and there will be more opportunities to interact with leading LPs showing more interest in
this sector such as the Korea Teachers Pension and Korea Teachers Credit Union.
thebell Korea Private Markets Investment Forum 2014
Networking support for participants
More 1:1 meetings
- We can coordinate 1:1 meetings between participants in advance, to connect you with the right person and time.
- A separate business room will be available for reservation and is free of charge for up to 1 hour, perfect for 1:1 meetings.
Evening Party & Dinner Session
- Post-forum evening party for all participants.
- An exclusive dinner session by invitation only for up to 100 participants will be the ultimate chance to build on relationships.
- Investor relations teams from the Korean LPs are invited as VIPs while the sponsors, speakers and panelists have priority
for these events.
thebell Korea Private Markets Investment Forum 2014
November 18, 2014 09:30 ~ 21:00
Westin Chosun Hotel, Seoul
2014 thebell KOREA PRIVATE MARKETS INVESTMENT FORUM
Registration
Entry Fee : USD 1,000 per head (excluding VAT)
- Includes participation in entire conference agenda, lunch and evening party (excluding dinner session unless invited).
- Fee-exempt participants: pension funds, credit unions and other institutional investors, government agencies, sponsors.
Registration : Go to homepage for the forum (http://link.thebell.co.kr/peforum2014)
- Applications can be confirmed on the homepage.
How to pay
- Credit Card : On-site payment
- Wire transfers : thebell's KOOKMIN BANK account No. 870301-04-024462 (SWIFT CODE: CZNBKRSE)
(Branch name and address: Dong-a Media Branch, 139, Dong-a Media center 2F, Sejongro, Jong no-gu, Seoul, Korea)
Please contact thebell M&A team or Fionabae should you have any queries.
Contact Information
Jang-ho Bae (Head, thebell M&A Team)
Email [email protected]
Jay Lee (Journalist, thebell M&A Team)
Email [email protected] / mobile. (+82) 10 6689 0829
Fiona Bae (public relations, Fionabae Ltd)
Email [email protected] / mobile. (+82) 10 4362 2577
1 on 1 Meeting request
Time
9-10am
Person you would like to meet
(Department/Company)
e.g.)
Overseas Investment/NPS
10-11am
11-noon
2-3pm
LP Pool
▪ NPS
▪ KIC
▪ MMAA
▪ KTCU
▪ GEPS
▪ Teachers' Pension
▪ POBA
▪ KSCFC
▪ SEMA
▪ PMAA
▪ Korea Post
▪ KVIC
▪ KFC
▪ Samsung Life
▪ Hanhwa Life
▪ Kyobo Life
▪ Hyundai Marine & Fire Insurance
▪ LIG Insurance
▪ KDB
▪ Shinhan Bank
- We may be able to facilitate meetings with LPs outside of the table above upon request.
- Please contact either thebell M&A team ([email protected]) or Fionabae ([email protected]) to set up the meeting.
- 1 on 1 meetings are offered to sponsor companies as first priority.
2014 thebell KOREA PRIVATE MARKETS INVESTMENT FORUM
thebell Korea Private Markets Investment Forum has been at the forefront of the development of the Korean private
equity market as a reliable supporter. This is the 7th annual event since 2008.
[thebell Korea Private Markets Investment Forum's development over the years]
The 7th thebell Private Markets
Investment forum
(Nov. 18, Westin Chosun, Seoul)
2014
the 6th forum discussed issues
per investor type
and provided more in-depth discussion
per agenda item
▶ Korea Private Markets Investment Forum expanded
▶ Discussion of past decade and future prospects of
Korean PE market
▶ Panels expanded
▶ High quality speeches from major domestic/overseas figures
▶ Enhanced support for networking
2013
2012
2008: The first thebell PE forum
the 5th forum in Seoul increased the agenda
and boosted the networking support
Creating added value and market opportunities by providing a platform
for discussing major issues of the Korean PE market and networking
Meet the leading domestic and overseas investors atthebell Korea Private Markets Investment Forum 2014
[Participants from the last 3 years of thebell Korea Private Markets Investment Forum]
2011
-
NPS
Korea Post
KFC
KVIC
MMAA
KTCU
GEPS
Teachers' Pension
POBA
KSCFC
Pantheon
..
.
- Macquarie Group
- Headland Capital
Partners
- Affinity Equity
Partners
- MBK Partners
- H&Q AP
- VOGO Funds
- Hahn & Company
- Skylake Incuvest
No. of LP: 20, GP: 40, total 100
2012
NPS
KIC
MMAA
KTCU
GEPS
Teachers' Pension
POBA
KFCC
Hanhwa Life
FSS
PANTHEON
The Blackstone
Group
- Permira
- HarbourVest
-
-
..
.
Headland Capital
Squadron Capital
CapitaIDynamics
CD&R
Hamilton Lane
PineBridge
Macquarie Group
JPMorgan Funds
Hermes GPE
JoshuaTree
Bain Capital
PROSTARCAPITAL
Affinity Equity
Partners
- MBK Partners
No. of LP: 20, GP:70, total 130
2013
-
-
NPS
KIC
MMAA
KTCU
GEPS
Teachers' Pension
POBA
Agricultural Policy
Insurance & Finance
Service
KFCC
Samsung Life
Kyobo Life
Hyundai Marine &
Fire Insurance
LIG Insurance
..
.
- KDB
- FSS
- The Blackstone
Group
- HarbourVest
- Headland Capital
- FLAG Squadron Asia
- CD&R
- PineBridge
- Macquarie Group
- JPMorgan Funds
- ORIX
- Riverside
- Affinity Equity
Partners
- MBK Partners
No. of LP: 25, GP:75, total 140
Major LPs, GPs, Advisory, financial institutions & corporates - all PE market participants
2014 thebell KOREA PRIVATE MARKETS INVESTMENT FORUM
- Program
TIME
TOPICS
09:30 ~ 10:00
Registration
10:00 ~ 10:05
Welcome speech
10:05 ~ 10:10
Congratulatory speech
10:10 ~ 10:20
Keynote address (1)
10:20 ~ 11:10
11:10 ~ 11:40
Hong Sun Geun, CEO, MoneyToday media
Jeong Chan-woo, Vice Chairman, Financial Services Commission
Hong Wan Sun, CIO, National Pension Service
Asia outlook and strategy by region and sector
SPEECH:
Jie Gong, Partner, Pantheon Ventures
Secondary markets outlook
SPEECH:
Tim Flower, Managing Director, HarbourVest
Investment
Outlook
Stephanie Hui, Managing Director, Goldman Sachs PIA
Sean He, Senior Partner, Ares Management
MODERATOR:
Jin-Hyuk Park, Partner, Simpson Thacher & Bartlett LLP
Special Talk: 'Investment Opportunities in China'
11:40 ~ 11:50
11:50 ~ 12:30
SPEAKER / PANELIST
Coffee Break
Special
Discussion
PANELIST:
Sam Lee, Managing Director, Affinity Equity Partners
James Ahn, Managing Director, Clayton Dubilier & Rice
Alex Emery, Partner and Co-Head of Asia, Permira
Thomas Spoto, Managing Director, Alpinvest Partners
MODERATOR:
Steve Lim, Managing Director, Standard Chartard
* Valuations go up again
- debt/EBITDA, EV/EBITDA ratios continue to rise
- Is it a bubble or is it reclamation of value?
Lunch
12:30 ~ 13:30
13:30 ~ 13:40
Keynote address (2)
Chu Hong Shik, CIO, Korea Investment Corporation
13:40 ~ 14:05
* PE investment trend of Japan LPs and implications
SPEECH:
Tatsuo Kawasaki, Partner, Unison Capital
14:05 ~ 14:30
* Infrastructure Sector
SPEECH:
Robert ""Bo"" Wholey, Managing Director, American Capital Energy &
Infrastructure"
* Real Estate Sector
SPEECH:
Steve Cha, Managing Director, Head of Korea & Japan Real Estate
Angelo, Gordon Asia Limited
14:55 ~ 15:20
* Hedge Fund Investing: Opportunities and
Challenges
SPEECH:
Steven Ku, COO, Visium
15:20 ~ 15:40
* Korean LP Survey Report
SPEECH:
Choi Won Pyo, Partner, Bain & Company
14:30 ~ 14:55
Special
Presentation
15:40 ~ 15:50
15:50 ~ 16:30
Coffee Break
Special
Discussion
* Looking back at the past decade in Korea's private
equity market
- The results and missed opportunities
- Korean style minority investment evaluation
16:30 ~ 16:40
16:40 ~ 17:00
PANELIST:
Park Min Ho, CIO, Teachers Pension
Yoon Young-Mok, Head of Alternative Investment, National Pension
Service
Hans Jung, Executive Vice President, Stic Investment
Park Jae Heung, Head of Private Equity Team, Financial Supervisory
Service
MODERATOR:
Alex Yang, Attorney, Kim&Chang
Coffee Break
Special Speech : Taxation on Korea's offshore funds
17:00 ~ 17:30
Tak Jeong Soo, Managing Director(Tax M&A Group Head), Deloitte
Anjin
Performance
17:30 ~ 18:00
Evening Party
18:00 ~
Dinner Session
* The program of events can be changed by the organizer of the matter.