Agenda
Registration and refreshments
Global private markets: Next Chapter
The unpredictable geopolitical landscape has brought trade, supply chains, and economic stability to the forefront. This is prompting private market investors to adjust their strategies and incorporate geopolitical risk assessments into their due diligence processes. Innovation, adaptability and value creation are increasingly on the fast track, helping GPs navigate uncertain times and prepare their portfolio for future challenges.
- What changes in strategies has the macroeconomic landscape brought to private markets?
- Which asset classes and geographies are in favour and offer best opportunities?
- How are fund managers integrating AI into their investment strategies to enhance decision-making?
- What are the key liquidity channels?
Networking break
Cross-border opportunities: Where and how?
South Korean private market investors are increasingly deploying capital overseas reflecting the industry's growing maturity, global ambitions, and strategic sophistication. This shift is driven by a desire to diversify portfolios, access new growth markets, and scale Korean businesses globally. Similarly, more overseas GPs are establishing a base in Korea and looking for opportunities provided by conglomerates divesting their non-core assets. In this session a panel of investors will share their approach to overseas expansion.
- How are Korean GPs leveraging global demand for technology and K-Culture?
- What are the opportunities arising from governance reforms and chaebol divestiture of non-core assets?
- What are the key geographies for inbound and outbound activity?
- What are the key challenges overseas GPs face in sourcing deals?
Private equity in South Korea: Behind the headlines
Private equity in South Korea has transitioned from a domestic to global focused strategy displaying the maturity and sophistication of the industry. As GPs are partnering with Korean corporates to expand into global markets, domestically they are increasingly focusing on governance reforms, operational efficiency and digital transformation. Leading GPs discuss the opportunity set, domestically and abroad.
- What are the key areas of focus for Korean GPs?
- Where do GPs source deals in 2025 and beyond? How large of an opportunity are carve-outs?
- Are we seeing an increased push for value creation?
- What are the expectations in terms of valuations and liquidity in the next 12 months?
Networking lunch
Liquidity: Secondaries at the forefront?
In the current private markets’ environment, investors are increasingly turning to secondary market solutions to unlock liquidity and realize returns. With the need to alleviate liquidity pressure, GPs and LPs alike look for alternative liquidity options to manage their risk and streamline their portfolio, whilst maintaining alignment across the investor base. In this session, GPs and LPs will share their views on their approach to realising returns in the current market conditions and the various secondary solutions available.
- What is the most prevalent liquidity route this year?
- How are investors using secondaries to actively manage risk and streamline portfolios?
- What other alternative liquidity channels are being explored by fund managers?
- What are the pros and cons of different liquidity solutions?
Venture capital: Strong foundations
The venture capital ecosystem in South Korea is experiencing a dynamic phase, driven by a combination of a strong innovation culture, robust government support, and strategic focus on deep tech sectors including AI, healthcare, and semiconductors. VCs are increasingly sourcing deals internationally while leveraging Korea’s robust innovation framework. Key venture investors discuss their deal sourcing approach, both domestically and overseas.
- What is the current state of play for venture capital in South Korea?
- How important is Government support and what is the role of corporate venture capital units?
- What are the key sectors investors are exploring?
- How are investors sourcing deals?
Networking break
Private credit: Growing strategies
The current economic landscape, driven by higher interest rates and tighter bank lending, has made private credit an attractive option for private market investors. As the private credit market matures, it is expected that the market will continue to expand into new areas, including asset-backed finance and more bespoke deals. Our group of leading GPs will discuss what to expect in the evolving landscape of private credit.
- How is the current economic landscape influencing the prioritization of private credit in asset allocation strategies?
- What are the emerging trends in credit strategies among private market investors?
- How does the risk premium in Asia compare to that in the US and Europe?
- Where are the new growth opportunities and what strategies private credit managers are employing to capture these opportunities?
South Korean LPs: A balancing act
South Korean LPs, known for their long-term view and global approach, are reassessing their private market allocations due to liquidity constraints and valuation uncertainty. Secondaries seem to be the top strategy of choice for the LP as they balance their portfolios and mitigate risk globally. Leading investors will share their strategic approach to asset allocation and how they are positioned going forward against a backdrop of macro uncertainty.
- How have approaches to portfolio construction shifted?
- What is the outlook for exits and distributions in 2025?
- Which geographies and strategies are most favoured at present?
- How are LPs selecting their managers in the current landscape?
Networking cocktails reception
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