Global Financial Leaders Forum 2026

The Korea Society, Maekyung Media Group, Korea Finance Society, and Korea Investment Corporation are co-hosting the Global Financial Leaders Forum 2026 on October 13 in New York.

Rapid AI growth and prolonged geopolitical conflict continue to drive uncertainty across global markets, pushing investors to seek strategies that turn volatility into opportunity and sustainable returns. Under the theme “The Profit Equation: Navigating the Age of Uncertainty,” the forum will examine the global economic outlook and explore effective investment strategies for today’s complex environment.

Ken Fisher, Chairman of Fisher Investments and one of Wall Street’s most renowned investment experts, will share his market analysis and investment philosophy. A panel of leading executives — Jean Boivin, Head of the BlackRock Investment Institute; Lauren Basmadjian, Global Head of Liquid Credit, Carlyle; and Jeremy Schwartz, Global CIO of WisdomTree — will offer diverse perspectives on navigating today’s investment landscape.

The Global Financial Leadership Forum is a premier networking platform, bringing together senior executives and financial experts from Korea and around the world to exchange insights and real-world investment experience.

Program
Time Program
5:00 PM Registration and Reception
6:00 PM Opening Session
  • Seungjoon Chang — Vice Chairman, Maekyung Media Group
  • Sang Ho Kim — Consul General of the Republic of Korea in New York
  • Abraham Kim — President & CEO, The Korea Society
  Session I — Capitalizing on Chaos: The Investment Playbook of Ken Fisher
  • Speaker: Ken Fisher — Chairman, Fisher Investments
  • Moderator: David Mussafer — Managing Partner, Advent International
  Session II — Beyond Bulls and Bears: Optimal Strategies for a Complex Market
  • Speakers: Jean Boivin — Head of the BlackRock Investment Institute, BlackRock
  • Lauren Basmadjian — Global Head of Liquid Credit, Carlyle
  • Jeremy Schwartz — Global Chief Investment Officer, WisdomTree
  • Moderator: Andrew Kim — Partner, Paulson & Co
  Dinner
  Closing Remarks
Featured Speakers
Ken Fisher
Ken Fisher

Chairman, Fisher Investments

Ken Fisher founded Fisher Investments in 1979 and currently serves as Executive Chairman and Co-Chief Investment Officer. His Portfolio Strategy column in Forbes ran from 1984 to 2016, making him the longest continuously running columnist in the magazine’s history.

Today, he writes regular investment columns for leading business publications across more than 30 countries, including the United States, the United Kingdom, Japan, South Korea, France, Germany, and Australia, reaching a global audience in multiple languages. He is also a frequent commentator on major international media outlets, including Fox News, Fox Business, CNN International, BBC, and BNN Bloomberg.

Ken is the author of 11 books, including four New York Times bestsellers, and is widely recognized as one of the world’s leading investment experts.

Jean Boivin
Jean Boivin

Head of the BlackRock Investment Institute, BlackRock

The institute leverages BlackRock’s expertise and produces proprietary research to provide insights on the global economy, markets, geopolitics and long-term asset allocation — all to help clients and portfolio managers navigate financial markets. Dr. Boivin oversees all of BII’s activities and is responsible for ensuring that BII integrates research insights on portfolio construction, economics and markets with the long-term, whole-portfolio perspective that BlackRock’s clients need today. Dr. Boivin, who is a member of BlackRock’s Global OpCo and the GEC Investment Committee, also is BII’s Global Head of Research. He is responsible for economic and markets research, and for developing the core principles and intellectual property that underpin BlackRock’s approach to portfolio design, such as capital market assumptions and optimization tools.

Prior to joining BlackRock in 2014, Dr. Boivin served as Deputy Governor of the Bank of Canada and Associate Deputy Finance Minister, serving as Canada’s representative at the G7, G20 and Financial Stability Board. Dr. Boivin has also taught at Columbia Business School and HEC Montreal, and has written widely on macroeconomics, monetary policy and finance. Dr. Boivin earned a B.Sc. degree in economics from the Université de Montréal in 1995, an MA in economics from Princeton University in 1997 and a PhD in economics from Princeton University in 2000.

Lauren Basmadjian
Lauren Basmadjian

Global Head of Liquid Credit, Carlyle

Lauren Basmadjian is a Partner, Global Head of Liquid Credit within Carlyle’s Global Credit platform. She is based in New York and sits on the firm’s Liquid and Private Investment Committees.

Ms. Basmadjian joined Carlyle in 2020 after 19 years at Octagon Credit Investors, where she was a Senior Portfolio Manager and member of the Investment Committee. Prior to becoming a Portfolio Manager, Ms. Basmadjian managed Octagon’s workout efforts and oversaw the leisure & entertainment, retail, consumer products, business services, food & beverage, and technology industries.

She graduated cum laude from the Stern School of Business at New York University with a BS in Finance and Economics.

Jeremy Schwartz
Jeremy Schwartz

Global Chief Investment Officer, WisdomTree

Jeremy Schwartz has served as Global Chief Investment Officer since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Jeremy joined WisdomTree in May 2005 as a Senior Analyst, adding Deputy Director of Research to his responsibilities in February 2007. He served as Director of Research from October 2008 to October 2018 and as Global Head of Research from November 2018 to November 2021.

Before joining WisdomTree, he was a head research assistant for Professor Jeremy Siegel and, in 2022, became his co-author on the sixth edition of the book Stocks for the Long Run. Jeremy is also co-author of the Financial Analysts Journal paper “What Happened to the Original Stocks in the S&P 500?” He received his B.S. in economics from The Wharton School of the University of Pennsylvania and hosts the Behind the Markets podcast. Jeremy is a member of the CFA Society of Philadelphia.

Moderators
David M. Mussafer
David M. Mussafer

Managing Partner, Advent International

David Mussafer is Chairman Emeritus and Managing Partner of Advent International, one of the world’s leading global private equity firms, and has over 35 years of investment experience. David joined Advent in 1990 and served as a member of Advent’s global executive committee for 25 years and succeeded Peter Brooke as Chairman of Advent in 2015.

With more than $100 billion in assets under management, Advent invests in companies across a variety of industries in North America, Europe, Latin America and Asia via 17 offices around the world. David continues to serve as a member on Advent’s global investment committee and has led more than 35 investments across a range of industries. David has served on numerous public and private boards and currently serves as director of Fisher Investments and Shield AI.

David received his BS in Management from Tulane University and earned his MBA from the Wharton School at the University of Pennsylvania. David and his family are active with numerous civic and charitable organizations, and he currently serves as Chairman of the Board of Trustees at Tulane University and previously served as a Member of The Business Roundtable in Washington DC. David lives in Boston and he and his wife, Marion, have four grown children and two grandchildren.

Andrew Kim
Andrew Kim

Partner, Paulson & Co

Andrew Kim is a partner at Paulson & Co, a leading event-driven hedge fund in NYC. Andrew is responsible for global risk arbitrage and event-driven investments across all sectors. Previously, he was an Investment Analyst at Perry Capital and an Investment Banking Analyst at Goldman Sachs. He graduated with an MBA from Harvard Business School and a BBA from the University of Michigan.

This program is by invitation only. For more information, please contact The Korea Society’s Business & Economics program.

Gaining Global Perspective: Insights on Workplace Culture

In the next program of our Young Professionals’ Network series, The Korea Society is hosting a panel discussion to explore what it takes to navigate leadership roles in multinational companies, make major career transitions, and think strategically on a global scale.

Panel Speakers

  • Melissa Choi: Director, Global Marketing at Elizabeth Arden Skincare, Revlon
  • Youngjin Yoon: Director at Morgan Stanley

Moderated by Stephanie Hwang, Development Program Officer at The Korea Society, the discussion will also highlight how national and organizational culture shape leadership styles, decision-making, and career growth in international companies. Speakers will share practical strategies and lessons that young professionals can apply as they pursue global careers.

Join us in-person at The Korea Society on Wednesday, December 10th at 5:30 PM for this conversation, followed by opportunities for discussion and networking with the speakers.


 

Gaining Global Perspective: Insights on Workplace Culture

Wednesday, December 10, 2025 | 5:30 PM (EST)


The Korea Society
350 Madison Avenue, 24th Floor
New York, NY 10017

 

 


About the Speakers:

 

Melissa Choi is a Global Brand Marketing Director at Revlon in NYC, where she oversees skincare brands for Elizabeth Arden. She drives end-to-end global brand strategy, innovation, and global business planning across key skincare franchises. Melissa leads cross-regional teams to elevate brand equity, unlock healthy margins through pricing and operational optimization, and build globally scalable, consumer-centric campaigns. With over 10 years of experience across luxury and prestige markets in the U.S., Asia, and EMEA, Melissa previously led luxury brand marketing at Shinsegae International to help build the beauty business and developed strategic foundations at Interbrand and Nielsen. She holds an executive education certificate from Columbia Business School and a Business Administration degree from Korea University.

 

Youngjin Yoon is a Director in Morgan Stanley’s Internal Audit Department, specializing in Resilience, Third-Party Risk Management, and Technology Risk. Prior to joining Morgan Stanley, Youngjin spent nearly a decade with Deloitte in Seoul and Chicago. Youngjin led consulting projects for major corporations such as Samsung, LG, Lotte, and various financial institutions in South Korea. Following an MBA in the U.S., Youngjin delivered numerous IT assurance projects across diverse industries for U.S.-based companies. Passionate about technology trends, Youngjin has authored several books on Web3 and data analytics in both the U.S. and Korea.

Global Financial Leaders Forum 2025

The Korea Society, Maekyung Media Group, Korea Finance Society (KFS), and Korea Investment Corporation (KIC) are co-hosting the Global Financial Leaders Forum 2025 on October 15, 2025, in New York.

With the global economy under strain and inflationary concerns still looming, U.S. tariff policies are creating major disruptions across international trade and financial markets. In this era where uncertainty has become the new normal, the most effective investment strategy is now the key to long-term survival.

This forum, under the theme of “Invincible Strategies in an Uncertain Era”, will analyze the global economic and financial landscape and explore resilient investment strategies tailored for today’s volatile environment.

Dr. Nouriel Roubini, Professor Emeritus at New York University and renowned as “Dr. Doom” will deliver a sharp analysis of both the U.S. and global economic outlook. Jeffrey Perlman, CEO of Warburg Pincus, and Brian Higgins, Founder of King Street, will unveil resilient investment strategies designed to thrive in volatile markets. These world-renowned experts will provide insights on thriving in the evolving financial and investment landscape.

The forum will also serve as a premier networking platform, where top executives and financial experts from Korea and around the world come together to exchange insights, strategies, and real-world success stories.

This is an invitation-only event 

 

New York Global Financial Leaders Forum 2025
Invincible Strategies in an Uncertain Era

The Plaza Hotel New York
768 5th Ave, New York, NY 10019

Wednesday, October 15, 2025 | 5:00 PM (EDT)

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5:00 PM | Registration 
6:00 PM | Program


 

Opening Session

    Seungjoon Chang, Vice Chairman, Maekyung Media Group
    Thomas Byrne, President & CEO, The Korea Society

Session I: U.S. Economy and its Future

    Speaker:
    Nouriel Roubini, Professor of Economics and International Business at NYU Stern School of Business
 
    Moderator:
    Sandor Hau, Co-Chairman of Korea Finance Society

Session II: Investment Strategies for Uncertain Era

    Speakers:
    Jeffery Perlman, CEO of Warburg Pincus
    Brian Higgins, Co-Founder & Managing Director of King Street

    Moderator:
    Jae Yoon, Former CIO of New York Life Investment

Dinner

Closing Remarks



Alongside the 2025 Global Financial Leader Forum (GFLF), Maekyung Media Group, The Korea Society and Korea Financial Society co-hosts the K-Wall St. Platform on October 15 at The Korea Society before the GFLF. For more information, please click here.

 

Join our membership program here!

 

 

Global Financial Leaders Forum 2024

The Korea Society, Maekyung Media Group, Korea Finance Society (KFS), and Korea Investment Corporation (KIC) are co-hosting the Global Financial Leaders Forum 2024 on October 23, 2024, in New York.

The global economy and investment markets are at a turning point due to shifts in the financial policies of major countries and the U.S. presidential election. In an increasingly uncertain financial environment, growth and investment strategies based on accurate analysis are more critical than ever.

This forum, under the theme of “Strategies for Thriving in Transition” will analyze economic and financial conditions and predict emerging trends. Esteemed speakers include Richard Clarida, 21st Vice Chair of Fed; Adam Kansler, President of S&P Global Market Intelligence; Joseph Zidle, Managing Director & Chief Investment Strategist Private Wealth Solutions of Blackstone; and Jae Yoon, CIO of New York Life Investment. These world-renowned experts will provide insights on thriving in the evolving financial and investment landscape.

Additionally, financial executives and professionals will gather to network and share success strategies.

This is an invitation-only event.

 

New York Global Financial Leaders Forum 2024
Strategies for Thriving in Transition

The Plaza Hotel New York
768 5th Ave, New York, NY 10019

Wednesday, October 23, 2024 | 5:00 PM (EDT)

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5:00 PM | Registration
6:00 PM | Program


 

Opening Session

Seungjoon Chang, Vice Chairman, Maekyung Media Group
Euy Whan Kim, Consul General of the Republic of Korea in New York
Thomas Byrne, President & CEO, The Korea Society

Session I: Navigating U.S. Economy Under Uncertainty

Speakers:
Richard Clarida, 21st Vice Chair, Fed & Global Economic Advisor, PIMCO
Adam Kansler, President, S&P Global Market Intelligence

Session II: Winning Investment Strategy

Speaker:
Joseph Zidle, Senior Managing Director & Chief Investment Strategist, Private Wealth Solutions of Blackstone

Speaker & Moderator:
Jae Yoon, Chief Investment Officer, New York Life Investment

Dinner

Closing Remarks



Alongside the 2024 Global Financial Leader Forum (GFLF), Maekyung Media Group, The Korea Society and Korea Financial Society will co-host the K-Wall St. Platform on October 23 at The Korea Society before the GFLF. If you are interested in learning more about the event, please contact Jamie Joo at jamie.joo@koreasociety.org

 

 

New York Global Financial Leaders Forum 2023

The Korea Society, Maekyung Media Group, Korea Finance Society (KFS), and Korea Investment Corporation (KIC) are co-hosting the Global Financial Leaders Forum 2023 on Tuesday, October 10, 2023. The event is sponsored by Shinhan Financial Group, KB Financial Group, Woori Financial Group, Hana Financial Group, New York Life Investment Management and Atlas SP Partners.

We look forward to bringing together leading figures from the finance community to discuss emerging trends in today’s financial landscape and to exchange insights on new pathways for investment.

This year, the forum will be convened in a series of high-level panels under the theme of “Winning Strategies for a New Economic Order.”

This is an invitation-only event.

 

New York Global Financial Leaders Forum 2023
Winning Strategies for a New Economic Order

The Plaza Hotel New York
768 5th Ave, New York, NY 10019

Tuesday, October 10, 2023 | 5:30 PM

————-

5:30 PM | Registration 
6:10 PM | Program

Alongside the 2023 Global Financial Leader Forum (GFLF), Maekyung, The Korea Society and KFS will co-host the K-Wall St. Platform on October 10 at The Korea Society before the GFLF. If you are interested in learning more about the event, please check the event webpage.


 

Opening Session

    Chuck Schumer, New York’s Senator and the Senate Majority Leader
    Seungjoon Chang, Vice Chairman, Maekyung Media Group
    Euy Whan Kim, Consul General of the Republic of Korea in New York
    Thomas Byrne, President & CEO, The Korea Society

Session I: How to Navigate Economy in Uncertain Time

    Scott Kleinman, Co-President, Apollo Global Management

    Moderator:
    Jay Kim, CEO, ATLAS SP Partners

Session II: Outperforming Across Cycles: An All-Weather Approach

    Jose E. Feliciano, Co-Founder, Clearlake Capital

    Moderator:
    Jenny Chu, Founder & Chairman, The Korea Conference

Session III: Is This Time Different? CIO Views on Asset Allocation

    Jae S. Yoon, CIO, New York Life Investment Management


Dinner


Closing Remarks

    Sandor Hau, Co-Chairman, Korea Finance Society


 


 

Global Financial Leaders Forum 2023

The Korea Society, Maekyung Media Group, Korea Finance Society, National Pension Service, and Korea Investment Corporation are co-hosting the Global Financial Leaders Forum 2023 on April 18, 2023. This event brings together leading figures from the finance community to discuss emerging trends in today’s finance landscape and exchange insights on new pathways for investment. This year, the forum will be convened in a series of high-level panels under the theme of “How to Survive an Economic Inflection Point Under Uncertainty”

This is an invitation-only event.

 

New York Global Financial Leaders Forum 2023
Lotte Hotel New York Palace

Tuesday, April 18, 2023 | 5:30 PM (EDT)

————-

5:30 PM | Registration 
6:00 PM | Program


 

Opening Session

    Seungjoon Chang, Vice Chairman, Maekyung Media Group
    Thomas Byrne, President & CEO, The Korea Society

Session I: How to Navigate the Economic Maelstrom

    Stephen A. Schwarzman, Chairman, CEO, and Co-Founder, Blackstone

    Moderator:
    Yung Ku Ha, Chairman, Blackstone Korea

Session II: Downside Protected Investing in Times of Macro Uncertainty

    Alex Chi, Americas Co-Head of Private Credit, Goldman Sachs Asset Management
    Thibault Gournay, Co-CIO, Anchorage Capital Group

    Moderator:
    Sandor Hau, Co-Chairman, Korea Finance Society

Closing Remarks

    Sandor Hau, Co-Chairman, Korea Finance Society


 


 

Global Financial Leaders Forum 2022

The Maekyung Media Group, The Korea Society, Korea Finance Society, and Korea Investment Corporation are co-hosting the Global Financial Leaders Forum 2022 on October 12, 2022. This annual flagship event brings together leading figures from the finance community across the world to discuss emerging trends in today’s finance landscape and exchange insights on new pathways for investment. This year, the forum will be convened in a series of high-level panels under the central theme of “Ultra Leading Strategy Under Ultra Tightening Era”.

This is an invitation-only event.

 

GLOBAL FINANCIAL LEADERS FORUM 2022
Ultra Leading Strategy Under Ultra Tightening Era

The Westin New York at Times Square
270 W 43rd St, New York, NY 10036

October 12, 2022 | 5 PM (EDT)

————-

5:00 PM | Registration 
5:20 PM | Program

Alongside the 2022 GFLF, Maekyung, The Korea Society, KFS, and KIC will co-host two relevant events: the 2022 New York Money Show on October 11 and the K-Wall St. Platform on October 12 at The Korea Society, before the GFLF. If you are interested in learning more about the events, please check out their websites as well.

 


 

5:00~5:20 | Registration

5:20~5:35 | Opening Session

    Seungjoon Chang, Vice Chairman, Maekyung Media Group
    Thomas Byrne, President & CEO, The Korea Society
    Byung-hwa Chung, Consul General of the Republic of Korea in New York

5:35~5:40 | Congratulatory Session

    David Rubenstein, Co-Founder, The Carlyle Group

 
5:40~6:10 | Session I: Navigating the Economy in a Volatile and Uncertain Time

    Jacob Lew, 76th US Secretary of the Treasury | Managing Partner of Lindsay Goldberg

    Moderator:
    Yup Kim, Head of Investments, Private Equity, CalPERS

6:10~6:30 | Session II: Navigating Investment Landscape

   Jae S. Yoon, CIO, New York Life Investment Management | Chairman, NYLIM Asia

6:30~6:50 | Session III: Changes and Future of US Financial Market

   Ethan Harris, Head, Global Economics Research, Bank of America Global

6:50~7:10 | Session IV: Investment Strategies in Current Markets

   Thomas Lee, Managing Partner, Fundstrat Global Advisors
    

7:10~7:15 | Closing Remarks

    Sandor Hau, Co-Chairman, Korea Finance Society

7:15~8:00 | Dinner

8:00~9:00 | Networking Session (Cocktail Party)

  


About the Speakers:

Jacob Lew
76th US Secretary of the Treasury | Managing Partner of Lindsay Goldberg

Career

    * 2017 to present: Managing Partner, Lindsay Goldberg
    * 2013 – 2017: 76th United States Secretary of the Treasury
    (under President Barack Obama – succeeded Tim Geithner)
    * 2012 – 2013: 25th White House Chief of Staff
    During the Obama and Clinton administrations: Director of the Office of Management and Budget
    * 2006 – 2008: COO, Citigroup
    * 2001 – 2006: Executive vice-president of operations, New York University
    * 1993 – 1994: Special Assistant to the President under Bill Clinton
    * Worked also as an attorney in private practice

Education

    * A.B., Harvard College
    * J.D., Georgetown University Law Center

Jae S. Yoon
CIO, New York Life Investment Management | Chairman, NYLIM Asia

Jae is the Chief Investment Officer of New York Life Investment Management, LLC (NYLIM). He serves as the Chairman of the Investment Governance Committee, responsible for the oversight of the investment performance of the strategies managed by NYLIM’s boutiques and affiliate portfolio teams. He also leads the Multi-Asset Solutions (MAS) team, which manages third-party multi asset strategies and economic analysis for New York Life.

Jae joined the firm in 2005, managing the investment risk and strategy efforts at NYLIM’s investment affiliate MacKay Shields. Previously, he was Head of Quantitative Research, Analytics and Risk Management at Western Asset Management and Head of Risk and Performance for the Pacific and European Regions at Merrill Lynch Investment Managers in Tokyo and London, respectively. He also worked at JP Morgan Securities in Asia as regional head of Risk Management Control for Fixed Income and Equity Derivative Trading. He has worked in the financial services industry since 1991.

He earned a B.S. in Electrical Engineering and a M.S. in Operations Research.

Ethan Harris
Head, Global Economics Research, Bank of America Global

Ethan Harris is the head of Global Economics Research at BoA Global Research. He coordinates the global economics forecast and publication and manages the developed markets economics team. Harris regularly ranks highly in investor polls and forecast surveys.

Before coming to BoA Securities, Harris was the chief U.S. economist at Lehman Brothers. He also worked as an economist at Barclays and JP Morgan and spent nine years at the Federal Reserve Bank of New York, where he was an assistant to the president and head of the Domestic Research Division. Harris is a founding member of the U.S. Monetary Policy Forum, a member of the World Economic Forum Community of Chief Economists and a member of the Economic Advisory Committee of the American Banker Association. He is the author of Ben Bernanke’s Fed.

Harris earned a bachelor’s degree in economics from Clark University and a PhD in economics from Columbia University, where he was a University Fellow.

Thomas J. Lee
Managing Partner, Fundstrat Global Advisors

Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served most recently as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services.

Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club

Moderator:

Yup Kim
Head of Investments, Private Equity, CalPERS


Global Financial Leaders Forum 2021

The Maekyung Media Group, The Korea Society, and Korea Finance Society are co-hosting the Global Financial Leaders Forum 2021 on October 28th. This year, we will host the event as the 1st Global Money Show, inviting visionaries and Wall Street executives virtually for a robust discussion on investment strategy. Through our annual Global Financial Leaders Forum, we strengthen the network among Korean financial leaders and Wall Street specialists working in New York and Seoul. With the theme “Investment amid COVID 19 Era: Consequences and Portfolio Strategy,” we will have a discussion on the fiscal impact and issues wrought by the pandemic and review investment strategies and news trends to navigate this challenge. The event will be held as an online-offline hybrid format in accordance with the safety regulations and health concerns regarding COVID-19. This invitation-only event will take place in Seoul, South Korea, and the viewing link will be provided only to the invited participants closer to the event.

 

Global Financial Leaders Forum
1st Global Money Show
Investment amid COVID 19 Era: Consequences and Portfolio Strategy

Hybrid format event
Invitation Only

October 28, 2021 | 7:10 PM – 02:30 AM (+1) EDT
October 29, 2021 | 8:10 AM – 03:30 PM  KST

 


SPEAKERS:

Michael B. Kushma
Chief Investment Officer, Global Fixed Income at Morgan Stanley Investment Management

Michael is chief investment officer of Global Fixed Income. He joined Morgan Stanley in 1987 and has 33 years of investment experience. Previously, Michael was a global fixed income strategist for the firm’s Fixed Income division. Prior to joining the firm, he was a senior lecturer of economics at Columbia University. Michael received an A.B. in economics from Princeton University, an M.Sc. in economics from the London School of Economics, and an M.Phil. in economics from Columbia University.

Aaron Anderson
Senior Vice President of Research and a member,
The Investment Policy Committee (IPC) at Fisher Investments

Aaron joined Fisher Investments in 2005 and has served on the firm’s five-member IPC since 2011. His previous roles at the firm include Capital Markets Research Team Leader, Capital Markets Research Analyst and Innovation Manager.

Aaron regularly meets with private and institutional clients globally, sharing the firm’s market outlook, current portfolio positioning and answering questions. Aaron’s views on global market conditions and geopolitical events are featured in publications globally, including The Wall Street Journal, Financial Times, Reuters, MarketWatch, CNN.com, The Telegraph, Forbes and Investing.com—among many others. He also appears regularly in the financial media, programs on CNBC,Yahoo Finance and the Cheddar TV Network.

Aaron has written two books, including Own the World: How Smart Investors Create Global Portfolios. He holds undergraduate degrees in Geophysics from the University of California, SantaBarbara and Applied Economics from the University of San Francisco.

Professor David Lee
Professor, Singapore University of Social Sciences

David Lee Kuo Chuen is a professor in the Singapore University of Social Sciences and Vice President of the Economic Society of Singapore. He is the founder of several entities including Libai Academy, the external advisor to Stanford University’s Distributed Trust Initiative, a Fulbright Scholar, and an Independent Director of listed and technology companies. He graduated with BSc, MSc, and PhD from the LSE in Econometrics. He was the Director of the Sim Kee Boon Institute for Financial Economics, Group MD of OUE and Auric Pacific. He founded Ferrell hedge fund in 1998 and was a property developer. He has more than 60 cited articles and nine books on Asian economics, digital currency, blockchain, and inclusive fintech. His latest books are entitled “AI & Quantum Computing for Finance & Insurance: Fortunes and Challenges for China and America” and with Singapore Infocomm Media Development Authority “Artificial Intelligence & Data, and Blockchain in a Digital Economy”.


Global Financial Leaders Forum 2020

The Maekyung Media Group, The Korea Society, and Korea Finance Society are co-hosting the Global Financial Leaders Forum 2020 on September 16th. This year, the Global Financial Forum will be a part of The World Knowledge Forum, a renowned platform where global opinion leaders gather and seek how to reduce knowledge gaps and promote balanced economic growth and prosperity. The event will be held as an online-offline hybrid format for the first time in accordance with the safety regulations and health concerns regarding COVID-19.

Through our annual Global Financial Leaders Forum, we strengthen the network among Korean financial leaders and Wall Street specialists with Korean financial leaders working in New York and Seoul. With the theme “Investment Strategy in COVID-19 Era,” we will further a discussion on the management of fiscal challenges and investment outlook in the current market volatility we are experiencing with the COVID-19 outbreak. The forum is invitation-only, and the participants will get a dedicated viewing link closer to the event.

 

Global Financial Leaders Forum
Investment Strategy in COVID-19 Era

The Hotel Shilla, Seoul Korea
– Hybrid format event –

Invitation Only
September 16, 2020 | 7:30 PM EDT (September 17, 2020 | 8:30 AM KST)

 


SPEAKERS:

 

Moderator:

Sunghwan Shin, Dean of School of Business, Hongik University
Sunghwan Shin is currently a professor of finance and the dean of Hongik school of business, Hongik University. For three years from 2015, Dr. Shin was the president of Korea Institute of Finance (KIF), a leading think tank in Korea focusing on micro and macro financial policies. Before the KIF, Dr. Shin has been a faculty member at Hongik University except for the three year period from 1998 when he left for the World Bank to work as a risk manager and senior financial officer. Dr. Shin’s major extracurricular activities and social services include the president of the Korea Money and Finance Association and the Korea Pension Association.

Dr. Shin was a steering committee member of the KIC and is currently leading the public fund evaluation board of the government. Dr. Shin is currently a non-executive board member of Hanjin Kal Corporation and Truston Asset Management. Dr. Shin received a BA in economics from the Seoul National University in 1985 and a PhD in finance from the Sloan School of Management at MIT in 1993.

Presentation:

Jim Barry, CIO, BlackRock Alternative Investors and Global Head of Blacklock Real Assets
Jim Barry, Managing Director, is the Chief Investment Officer of BlackRock Alternatives Investors (BAI) and Global Head of BlackRock Real Assets. BAI manages over $175 billion in total assets and client commitments with a team of over 900. As CIO, Mr. Barry is responsible for providing leadership to the alternatives investment teams in all regions across the Real Estate, Infrastructure, Hedge Funds, Private Equity and Credit businesses.

BlackRock Real Assets comprises BlackRock’s Infrastructure and Real Estate businesses, which have c. 400 professionals across 27 cities globally, and manage c. $50 billion in equity and debt assets and investor commitments. He is responsible for determining the overall strategic direction of the Real Assets platform, implementing the platform’s investment strategies and leading platform growth initiatives. Mr. Barry founded BlackRock’s Infrastructure business in 2011 upon joining the firm. In 2016, he took responsibility for BlackRock’s Global Real Estate Investment business by integrating both Infrastructure and Real Estate to create one cohesive, scalable Real Asset operating platform with a range of client orientated strategies defined by their risk positioning. Under his leadership this business has grown from $34 billion to c. $50 billion in assets.

Prior to joining BlackRock, Mr. Barry spent 11 years as the CEO of NTR plc, where he led the transformation of NTR from its origins as an Irish toll road developer into a leading international developer, owner and operator of a portfolio of diverse infrastructure businesses. Prior to joining NTR, Mr. Barry worked at Bain and Company and in the investment banking division of Morgan Stanley. Mr. Barry earned a BComm from University College Cork in 1989 and an MBA from Harvard Business School in 1994.

Panels:

Anushka Sunder, Managing Director, Blackstone Private Equity Group
Anushka Sunder is a Managing Director in the Private Equity Group. Ms. Sunder focuses primarily on Blackstone’s private equity investments in healthcare and technology. Since joining Blackstone in 2013, Ms. Sunder has been involved in the execution of Blackstone’s investments in Blue Yonder, the Center for Autism and Related Disorders (CARD), HealthEdge, InComm, NCR, Optiv, Outerstuff, and TeamHealth and serves on the Board of Directors of Blue Yonder, CARD, HealthEdge, Optiv, and TeamHealth. She is a member of the Investment Committee of Blackstone’s Impact Investing fund, co-chair of the Blackstone Women’s Initiative task force, and on the Blackstone Charitable Foundation Leadership Council.

Before joining Blackstone, Ms. Sunder was an associate at TPG Capital and an analyst at Goldman Sachs in the Financial Institutions Group. Ms. Sunder received an AB in Economics from Harvard College, where she graduated magna cum laude and Phi Beta Kappa, and an MBA from Harvard Business School. She was a Howard Hughes Medical Institute scholar at the National Institutes of Health and co-authored a paper in the Journal of Neuroscience. She is also a member of the Corporate Leaders Program at the Council on Foreign Relations.

Jae S. Yoon, CIO, New York Life Investment Management
Jae Yoon is the Chief Investment Officer (CIO) of New York Life Investment Management (NYLIM). He serves as the Chair of the Investment Governance Committee, responsible for the oversight of the investment performance of the strategies managed by NYLIM’s boutiques and affiliate portfolio teams. Additionally, Mr. Yoon leads the Strategic Asset Allocation & Solutions (SAS) team which manages third-party multi asset strategies and economic analysis for New York Life.

Previously, he was responsible for investment risk and strategy efforts at NYLIM’s investment affiliate MacKay Shields. Prior to joining NYLIM, Mr. Yoon was Head of Quantitative Research, Analytics, and Risk Management globally at Western Asset Management. Previously, he was with Merrill Lynch Investment Managers where he served as the Head of Risk and Performance for the Pacific and European Regions in Tokyo and London, respectively. Mr. Yoon also worked at JP Morgan Securities in Asia as regional head of Risk Management Control for Fixed Income and Equity Derivative Trading.

Dong Hun Jang, CIO, Public Officials Benefit Association (POBA)
Mr. Jang joined the firm in November 2015 as a Chief Investment Officer of POBA. As the CIO, he has senior management oversight of the firm’s investments totaling around US $13 bil. and leads the firm’s strategic expansion in overseas investment areas, reflecting the growing importance of asset size and portfolio diversification. He is responsible for portfolio investments including equity, fixed income, and alternatives. Previously, Mr. Jang was the Assistant Director in the Financial Supervisory Services (FSS) of Korea.

With 30 years of experience in the Korean investment industry including managing equity and PEF portfolios for the National Pension Service, he is an all-rounded investment executive, who has worked across multiple functions including the CEO of AllianceBernstein Asset Management (Korea) and across private and government sectors. He is a member of investment advisory committees for Government Employees Pension Service, Police Mutual Aid, Mutual Aid for Small Enterprises & Enterprisers, National Housing Fund, Scientists & Engineers Mutual Aid, Korea Hydro & Nuclear Power. Mr. Jang earned an MBA from University of Iowa and a Ph.D. from Dongguk University.


9th Global Financial Leaders Forum

AT CAPACITY |

The Maekyung Media Group, The Korea Society and Korea Finance Society host another informative forum, featuring leading figures in the finance industry from the United States and Asia. This year we will shed light on Korea’s finance industry within the global context.

 

9th Global Financial Leaders Forum
Navigating in Low Interest Rate World

Wednesday, October 16, 2019

5:30 PM | Registration
6:00 PM | Program


 

Session I: Low Interest Rate Environment: Consequences and Portfolio Strategy

Speakers:
Scott Mather, CIO U.S. Core Strategies, PIMCO
Daniel H. Smith, Head of GSO’s Customized Credit Strategies Unit, Blackstone

Moderator:
Jae S. Yoon, CIO, New York Life Investment Management

Session II: US Congressional View on the Shifting Geopolitics of the New Korean Peninsula Regime

Speaker:
Dennis Alan Ross, Former Republican member of the U.S. House of Representatives

Moderator:
Thomas J. Byrne, President, The Korea Society


LOTTE NEW YORK PALACE
455 Madison Avenue, New York, NY 10022

If you have any questions, please email Esther Song or call (212) 355-7033.