Howard Marks to talk about post-pandemic investments
May 04, 2021 (Gmt+09:00)
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Veteran value investor Howard Marks, Oaktree Capital Management co-founder and co-chairman, will give a keynote speech on the topic of "Investing in the pandemic world and the current market outlook" for the largest alternatives summit in Asia next Wednesday.
The Korea Economic Daily is hosting the biannual alternatives summit ASK 2021 on May 12, where chief investment officers and senior managers of major South Korean pension and savings funds will likely share their views on post-pandemic opportunities.
Around 200 members from some 100 institutions both at home and abroad will participate either as speakers, or panelists amid growing expectations of a full-fledged economic recovery with the rollout of COVID-19 vaccines.
The global conference will be held both online and offline simultaneously in Seoul. It consists of keynote speeches, and presentations and panel talks by asset managers or general partners (GPs). CIOs from Korean pension funds or limited partners (LPs) will talk about private equity/debt and hedge fund investments in a panel discussion, along with three LP panel sessions on the respective asset class of hedge funds, real estate and infrastructure.
At the beginning of the conference, the National Pension Service Chief Executive Kim Yong-jin will deliver a keynote speech about long-term, post-pandemic asset allocation plans for the world's third-largest pension scheme with assets of nearly $800 billion.
Howard Marks' online speech will come next.
![](https://www.kedglobal.com/data/ked/img/ask/speakers/1.png)
NPS
Kim Yong-jin
Chairman and CEO
![](https://www.kedglobal.com/data/ked/img/ask/speakers/2.png)
Oaktree Capital Management
Howard Marks
Co-founder and Co-chairman
After the two keynote speeches, two separate concurrent sessions will take place from 9:30 a.m.: one dealing with private equity/private debt and hedge funds, with the other focusing on real estate and infrastructure.
GP PRESENTATIONS ON PRIVATE EQUITY/DEBT & HEDGE FUND
Kurt Björklund, managing partner of the UK-based Permira will give a presentation on the topic: "Global private equity: Investing for the future." Pomona Capital CEO Michael Granoff and Asia-based Managing Director Dan Kim will talk about "Evolution of secondaries."
New York-based StepStone Group's co-CEO Scott Hart will speak about "Co-investments – what has changed?"
On private debt, Ken Kencel, president and CEO of Churchill Asset Management, a uni of the US asset manager Nuveen, will share his thoughts on "Middle market private credit opportunity."
HarbourVest Partners' Managing Director James Athanasoulas will talk about "Private credit: Demonstrating resiliency throughout uncertain times." BlackRock's Asian credit head Neeraj Seth will give a presentation about "Asian Private Credit."
As for distressed assets, GoldenTree Asset Management Partner and global telecom head Pat Dyson and Managing Director Jonathan Sachs will make a joint presentation about "Identifying value across a broad distressed opportunity set." Cerberus Capital Management's Co-Chief Executive Officer and Senior Managing Director Frank Bruno will touch on "Opportunities in the global distressed market."
![](https://www.kedglobal.com/data/ked/img/ask/speakers/article/1.jpg)
Permira
Kurt Björklund
Managing Director
![](https://www.kedglobal.com/data/ked/img/ask/speakers/article/2.jpg)
StepStone Group
Scott Hart
Co-CEO
![](https://www.kedglobal.com/data/ked/img/ask/speakers/article/3.jpg)
Pomona Capital
Michael Granoff
CEO
![](https://www.kedglobal.com/data/ked/img/ask/speakers/article/4.jpg)
Pomona Capital
Dan Kim
Managing Director
![](https://www.kedglobal.com/data/ked/img/ask/speakers/article/5.jpg)
Churchill Asset Management
Ken Kencel
President and CEO
![](https://www.kedglobal.com/data/ked/img/ask/speakers/article/6.jpg)
HarbourVest Partners
James Athanasoulas
Managing Director
![](https://www.kedglobal.com/data/ked/img/ask/speakers/article/7.jpg)
BlackRock
Neeraj Seth
Asian Credit head
![](https://www.kedglobal.com/data/ked/img/ask/speakers/article/8.jpg)
GoldenTree Asset Management
Pat Dyson
Partner and Global Telecom head
![](https://www.kedglobal.com/data/ked/img/ask/speakers/article/9.jpg)
GoldenTree Asset Management
Jonathan Sachs
Managing Director
![](https://www.kedglobal.com/data/ked/img/ask/speakers/article/10.jpg)
Cerberus Capital Management
Frank Bruno
Co-chief Executive Officer and Senior Managing Director
GP PRESENTATIONS ON REAL ESTATE/INFRASTRUCTURE
The first presenter in the real estate/infrastructure session will be Steve Orbuch, founder and president of Sculptor Real Estate of Sculptor Capital Management. He will talk about "Non-traditional real estate: Building a truly diversified portfolio with strong current income."
AEW Capital Management's Managing Director and real estate securities head JT Straub will deliver a presentation on "US REIT opportunities in niche sectors." PIMCO's Senior Vice President and Alternative Strategist Nelson Yuan will center on "Opportunities in commercial real estate (CRE) lending."
Regarding unlisted infrastructure assets, IFM Investors Executive Director Michael Landman will speak on the topic: "A decade of successful portfolio construction for unlisted infrastructure."
For environmental, social and governance (ESG) investing, Brookfield Asset Management Managing Director Natalie Adomait will touch on "Impact investing: Opportunities on the road to net zero." Head of London-based Infracapital Martin Lennon will speak about "Opportunities in the European energy transition."
![](https://www.kedglobal.com/data/ked/img/ask/speakers/article/11.png)
Sculptor Capital Management
Steve Orbuch
Founder and President of Sculptor Real Estate
![](https://www.kedglobal.com/data/ked/img/ask/speakers/article/12.png)
AEW Capital ManagementIFM Investors
JT Straub
Managing Director and Real Estate Securities head
![](https://www.kedglobal.com/data/ked/img/ask/speakers/article/13.jpg)
PIMCO
Nelson Yuan
Senior Vice President and Alternative Strategist
![](https://www.kedglobal.com/data/ked/img/ask/speakers/article/14.png)
IFM Investors
Michael Landman
Executive Director
![](https://www.kedglobal.com/data/ked/img/ask/speakers/article/15.png)
Brookfield Asset Management
Natalie Adomait
Managing Director
![](https://www.kedglobal.com/data/ked/img/ask/speakers/article/16.jpg)
Infracapital
Martin Lennon
Head
CIO PANEL DISCUSSION
Chief investment officers of the Public Officials Benefit Association (POBA: Jang Dong-hun), the Teachers' Pension (Lee Kyu-hong) and the Korea Scientists and Engineers Mutual-Aid Association (Huh Sung-moo) will participate in a CIO panel discussion on May 12. Hyundai Marine & Fire Insurance Co.' Executive Director Jeon Kyung Chul will accompany them to the discussion.
![POBA CIO Jang Dong-hun (second from left), Teachers' Pension CIO Lee Kyu-hong (center) and SEMA CIO Huh Sung-moo (far right)](https://www.kedglobal.com/data/ked/image/2021/05/04/ked202105040058.680x.9.jpg)
LP PANEL SESSIONS
For the hedge fund segment, three senior managers will share their views in a group discussion: Kim Jun Geun, NPS' senior portfolio manager of the private equity and venture capital investment division; KIC's senior director of the alternative investment division's absolute returns group Yoon Sunghyun; and Korea Post's insurance arm Deputy Director of hedge fund investment Lee Su Jin.
A separate LP session on real estate will be joined by the POBA's overseas real estate investment head Harry Song; Government Employees Pension Service's alternative investment head Ro Seung Hwan; Military Mutual Aid Association alternative investment co-head Jang Eun Ho Jang; and Kyobo Life Insurance Co.' overseas alternative investment head Kim Chan Woo.
For the infrastructure LP session, panelists are NPS global infrastructure head Yoon Hyeyoung Yoon; KIC's infrastructure head Cha Hoon; Teachers' Pension's alternative investment division head Jung Young Sin; and Korea Federation of Community Credit Cooperatives's (KFCC) infrastructure finance department general manager Kang SungHoon.
Those sessions will be broadcast live from 9 a.m. at www.kedglobal.com and www.kedask.com for registers only.
![logo](https://www.kedglobal.com/data/ked/img/ask/logo.png)
Private Debt & Private Equity /Hedge Fund & Multi Asset
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/1.jpg)
Oaktree Capital Management
Howard Marks
Co-Chairman
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/2.jpg)
Federated Hermes
Patrick Marshall
Head of Private Debt and CLOs
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/3.jpg)
Permira
Kurt Björklund
Managing Partner
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/4.jpg)
Permira Credit
David Hirschmann
Head of Private Credit
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/5.jpg)
Park Square Capital
Robin Doumar
Managing Partner
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/6.jpg)
Nuveen
CKen Kencel
President and CEO, Churchill Asset Management
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/7.jpg)
GoldenTree Asset Management
Pat Dyson
Partner & Global Head of Telecom
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/8.jpg)
GoldenTree Asset Management
Jonathan Sachs
Managing Director
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/9.jpg)
Pomona Capital
Michael Granoff
CEO
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/10.jpg)
Pomona Capital
Dan Kim
Managing Director, Asia
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/11.jpg)
Tikehau Capital
Mathieu Chabran
Co-Founder
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/12.jpg)
Tikehau Capital
Olga Kosters
Head of Private Debt Secondaries
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/13.jpg)
EQT Partners
Per Franzén
Partner and Co-Head of EQT Private Equity
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/14.jpg)
Cerberus Capital Management
Frank Bruno
Co-Chief Executive Officer, Senior Managing Director
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/15.jpg)
Cerberus Capital Management
Keith Read
President of Business Finance, Senior Managing Director
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/16.jpg)
HarbourVest Partners
James Athanasoulas
Managing Director
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/17.jpg)
The D. E. Shaw Group
Brian Sack
Managing Director, Director of Global Economics
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/18.jpg)
ValueAct Capital
Mason Morfit
Partner, Chief Executive Officer and Chief Investment Officer
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/19.jpg)
Aberdeen Standard Investments
Russell Barlow
Global Head of Alternative Investment Strategies
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/20.jpg)
GCM Grosvenor
Brian W. Sullivan
Managing Director, Private Equity Investments
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/21.jpg)
PIMCO
Erin Browne
Managing Director and Portfolio Manager
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/22.jpg)
PIMCO
Russell Gannaway
Managing Director and Portfolio Manager
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/23.jpg)
PIMCO
Sharad Bansal
Executive Vice President and Portfolio Manager
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/24.jpg)
Hamilton Lane
Jackie Rantanen
Head of Product Management
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/25.jpg)
Hamilton Lane
Andrew Durante
Associate Product Manager Vice President
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/26.jpg)
Värde Partners
Brad Bauer
Partner and Deputy Chief Investment Officer
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/27.jpg)
StepStone Group
Scott Hart
Partner & Co-CEO
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/28.jpg)
StepStone Group
Marcel Schindler
Partner, Head of Private Debt
![](https://www.kedglobal.com/data/ked/img/ask/speakers/pdpe/29.jpg)
BlackRock
Neeraj Seth
Head of Asian Credit, BlackRock
![logo](https://www.kedglobal.com/data/ked/img/ask/logo.png)
Real Estate & Infrastructure
![](https://www.kedglobal.com/data/ked/img/ask/speakers/rei/1.jpg)
Infracapital
Martin Lennon
Head of Infracapital
![](https://www.kedglobal.com/data/ked/img/ask/speakers/rei/2.jpg)
IFM Investors
Michael Landman
Executive Director, Portfolio Management
![](https://www.kedglobal.com/data/ked/img/ask/speakers/rei/3.jpg)
Ridgewood Infrastructure
Sam Lissner
Principal
![](https://www.kedglobal.com/data/ked/img/ask/speakers/rei/4.jpg)
Macquarie Asset Management, Macquarie Infrastructure and Real Assets
Steve Gross
Head of Impact Investing
![](https://www.kedglobal.com/data/ked/img/ask/speakers/rei/5.jpg)
Nuveen
Scott Lawrence
Partner of Glennmont Partners
![](https://www.kedglobal.com/data/ked/img/ask/speakers/rei/6.jpg)
AEW Capital Management
JT Straub
Managing Director, Head of AEW Real Estate Securities
![](https://www.kedglobal.com/data/ked/img/ask/speakers/rei/7.jpg)
First Sentier Investors
Danny Latham
Partner, Head of Infrastructure Investments Australia & NZ
![](https://www.kedglobal.com/data/ked/img/ask/speakers/rei/8.jpg)
Cerberus Capital Management
Joshua Weintraub
Chief Executive Officer of Residential Opportunities and Senior Managing Director
![](https://www.kedglobal.com/data/ked/img/ask/speakers/rei/9.jpg)
HarbourVest Partners
Kevin Warn-Schindel
Managing Director
![](https://www.kedglobal.com/data/ked/img/ask/speakers/rei/10.jpg)
Sculptor Capital Management
Steve Orbuch
Founder and President of Sculptor Real Estate, Executive Managing Director
![](https://www.kedglobal.com/data/ked/img/ask/speakers/rei/11.jpg)
Aberdeen Standard Investments
Dominic Helmsley
Head of Economic Infrastructure
![](https://www.kedglobal.com/data/ked/img/ask/speakers/rei/12.jpg)
GCM Grosvenor
Scott Litman
Managing Director, Infrastructure Investments
![](https://www.kedglobal.com/data/ked/img/ask/speakers/rei/13.jpg)
PIMCO
Nelson Yuan
Senior Vice President and Alternative Strategist
![](https://www.kedglobal.com/data/ked/img/ask/speakers/rei/14.jpg)
Brookfield Asset Management
Natalie Adomait
Managing Director
![](https://www.kedglobal.com/data/ked/img/ask/speakers/rei/15.jpg)
Goldman Sachs Group
Scott L. Lebovitz
Co-Head and Co-CIO of Infrastructure
![](https://www.kedglobal.com/data/ked/img/ask/speakers/rei/16.jpg)
Goldman Sachs Group
Leonard Seevers
Managing Director
![](https://www.kedglobal.com/data/ked/img/ask/speakers/rei/17.jpg)
Goldman Sachs Group
Sebastien Gagnon
Managing Director
Date and time: May 12, 2021 at 8:30-17:45 (Korean standard time)
Venue: Four Seasons Hotel Seoul
Contact: ASK forum office (822-360-4209)
Host: The Korea Economic Daily
Sponsors: The National Pension Service and the Korea Investment Corporation
You can register online at www.kedask.com
By Sang-eun Lucia Lee
selee@hankyung.com
Yeonhee Kim edited this article.
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