GAII 2016 PROGRAMME
Korean
Time Session

9:00 - 9:30 Registration
9:30 - 9:40 Welcome Address

Dae-Whan CHANG Chairman and Publisher Maekyung Media Group
Jean-Christophe DARBES President European Chamber of Commerce in Korea

9:40 - 9:50 Congratulatory Messages

Hyung Pyo MOON CEO National Pension Service
Sung Soo EUN CEO Korea Investment Corporation

9:50 - 10:30 Opening Keynote Address

Andrew McCAFFERY Global Head of Alternatives Aberdeen Asset Management
Martin STANLEY Global Head of Infrastructure and Real Assets Macquarie

10:30 - 11:00 Networking Coffee Break
11:00 - 11:15 GP Presentation

Promising RE Investment fields in Europe
Laurent JACQUEMIN European Head of Transactions AXA REIM

11:15 - 12:10 RE | Reality Check - Will Brexit turn into an opportunity or a risk?

Panel Discussion Following the referendum in June, global investors are wondering if Brexit will serve as an opportunity or present a risk for the UK and EU real estate markets. As corporate relocations are foreseen from the UK to other cities in Europe, some of them are predicted to benefit. On the other hand, due to uncertainties introduced to the financial markets, some experts opine that both the financial and real estate markets will suffer. Depreciation of the British Pound is expected to be another opportunity for investors who are looking to invest in the UK RE market.

- Risk factors in the EU RE market
- The investor's dilemma; 'buy low' or 'stop loss'?
- Balancing return with risk: Equity vs Debt investment

12:10 - 13:30 Networking Lunch
13:30 - 14:00 Afternoon Opening Speech

PEF Investment Strategy for Low Economic Growth
Thomas von KOCH Managing Partner & CEO EQT Partners

14:00 - 15:00 AA | Asset Allocation strategy for Institutional Investors in the period of low interest rates

Panel Discussion Better asset allocation strategies for higher ROI & more effective risk management
Risk management methodology when the classic correlation between asset classes is disrupted
Potential risk factors of alternative investment and how to deal with them

15:00 - 15:30 Networking Break
15:30 - 16:30 PE | Evolution of PEF investment strategies

Panel Discussion Due to low growth projections, the typical buyout-resale model of private equity is becoming obsolete. Investor concerns of over-valuations due to excess market liquidity have also been magnified. This calls for private equity to present a new vision and investment strategy to overcome the prevailing market conditions.

- PE strategies to enhance corporate value
- Add-On acquisitions: Opportunity? or risk?
- Roles of PEF in corporate restructuring

16:30 - 17:30 RA | Discovering the New World 'Real Asset Investment'

Presentation & Power Talk Agriculture and forest Resources industries are once again under the spotlight after a long period of neglect due to industrialization. Investors are hoping these new positions in real assets will prove as revolutionary as the egg of Columbus. Discussion will cover investment opportunities in the primary industries.

- Why are primary industry investments so hot?
- Stable investment ideas vis-à-vis the oscillating commodity market
- What effects institutional investors can expect from real asset investments in their portfolios

17:30 - 17:35 Closing Remark
*Programme and speakers are subject to change