Keynote Speech
As the uncertainty in the global economy rises, the alternative investment market is fluctuating. As the economic flow is downshifting, and the US-China trade war is under the sharp confrontation, the investment ecosystem is facing a turning point. In this unprecedented confusion. What is the current situation of global alternative investment? What direction will be developed in the future? The Wall Street investment guru, John W. Snow, Chairman of Cerberus Capital, served as Treasury Secretary during the George Bush administration, will diagnose the flow of global alternative investment in an economic situation under the various uncertainties as the US presidential election, the US-China trade war, and the global economic downturn. The strategies in response to these will be proposed as well.Session I
In the field of alternative investment, 'ESG' is transitioning into a new investment standard. This is because an analysis has shown that investments gearing toward to non-financial sectors such as the environment, social, and governance have increased tolerance against various risks and are performing better. However, it cannot rule out the possibility that the ESG criterion will put a limit on the wide range of investment alternatives. How can ESG be applied in the changing investment environment in this coronavirus era? What is the responsive strategy of stakeholders to activate ESG? Domestic and foreign pension fund CIOs and ESG investment managers diagnose the reality of ESG investment.Session II
Private equities are facing both opportunities and risk factors. In the midst of the paradigm shift between industries and consumptions, new opportunities are soaring up, while rising credit risk requires adequate risk management. Hedge funds are under the opportunity to maximize profits by increasing volatility in the financial market. In a situation where flexible asset allocation and selective investment in accordance with market flows are required, identifying pebbles of the investment in rocks is proceeded fast and interest in qualitative growth is increasing. How will private equity investment, risk management of hedge funds, and discovery of promising investment fields? Domestic and foreign experts are proposing various solutions.Session III
The global real estate market is rising as a primer for the crisis. As the 2008 financial crisis, various derivatives structured on real estate basis become insolvent, causing disruption in the cash flow. The real estate sector, which has been engulfed in bubble controversy and sounded an alarm, is in a state of heightened risk since the coronavirus crisis. How should we maintain and manage our portfolio in the real estate sector which brings out more uncertainty since the coronavirus outbreak? How should we capture new investment opportunities in this non-face-to-face era? Quality experts in the field of real estate alternative investments will focus on the global real estate market which enters a new phase.Session IV
The domestic private equity market is under the crisis owing to incomplete selling, failures to manage liquidity, and illegal and unfair practices in management in the past. In 2015, it showed rapid growth through a series of revitalization measures promoted by the financial authorities, such as the relaxation of entry restrictions, but following the DLF crisis, various insolvency such as the suspension of redemption of Lime and Optimus came out. In the midst of the rapid changes in the domestic private equity market and the investment ecosystem, being smeared with illegal and insolvent, what kind of countermeasure strategies can stakeholders, such as investors, fund managers, financial service providers, and financial watchdogs find their exits out? The issues of the domestic private equity market, lessons learnt from the developed markets, as well as solutions & alternatives according to these experts will be uncovered.