24 25 26
May 2018
23 May
Panel Session

INVESTOR HEATMAP: SHIFTING STRATEGIES FOR PRIVATE EQUITY AND SOVEREIGN WEALTH

09:45-11:00 Pavilion 8, Conference Hall 8.3


While the emerging market growth engine cools and developed economies show signs of revival, the combined impact of technical innovation and shifts in energy markets is reshaping prospects for various industrial sectors. How are these and other macroeconomic factors impacting investor strategies? Where will private equity and SWF be putting money to work in the medium term?


Moderator:
Alexei Kudrin, Dean of the School of Liberal Arts and Sciences, St. Petersburg State University
Panellists:
Bader Muhammad Al-Sa’ad, Managing Director, Kuwait Investment Authority (KIA)
Heung-Sik Choo, Chief Investment Officer, Korea Investment Corporation
Kirill Dmitriev, Chief Executive Officer, Russian Direct Investment Fund (RDIF)
Vladimir Dmitriev, Chairman, State Corporation Bank for Development and Foreign Economic Affairs (Vnesheconombank)
Manabu Kato, Chief Representative in Moscow Office, Japan Bank for International Cooperation
Maurizio Tamagnini, Chief Executive Officer, Fondo Strategico Italiano
Hendrik du Toit, Chief Executive Officer, Investec Asset Management
Laurent Vigier, Chief Executive Officer, CDC International Capital
Ding Xuedong, Chairman of the Board, Chief Executive Officer, China Investment Corporation

Highlights

“There has to be a balance and not just a pivot from West to East. Russia is an interesting place bridging East and West and which can attract both European and Asian investment funds.”

Alexei Kudrin
Dean of the School of Liberal Arts and Sciences, St. Petersburg State University

“So-called “risk-free” may not be risk-free at all and that is why infrastructure and illiquid assets may become more interesting to asset owners.”

Hendrik du Toit
Chief Executive Officer, Investec Asset Management

“Partnerships with international investors are obviously the key to unlocking Russia’s potential. This means working more with the rest of the world”.

Laurent Vigier
Chief Executive Officer, CDC International Capital

“In the next 10-20 years, infrastructure projects will offer the most lucrative and attractive investment opportunities. We’re going to see a golden age of infrastructure development”.

Ding Xuedong
Chairman of the Board, Chief Executive Officer, China Investment Corporation

“What happens here in Russia is going to be very important for growth in China and Europe. Russia can act as an integrated link between Europe and Asia”.

Laurent Vigier
Chief Executive Officer, CDC International Capital

At this time

09:45-11:00 Pavilion 4, Conference Hall 4.1
Spurring Growth While Mitigating Risks Arena

THE COMMODITY DEMAND CYCLE: STRATEGIES TO ADJUST TO A NEW NORMAL?

In cooperation with RUSAL

09:45-11:00 Pavilion 4, Conference Hall 4.3
Spurring Growth While Mitigating Risks Arena

THE SHIFTING FORTUNES OF THE MEGA CITY GROWTH ENGINES

09:45-11:00 Pavilion 8, Conference Hall 8.2 Innovation Hall
Realizing Russia's Competitive Edge Business Roundtable

THE CIS: MODERN REALITY AND THE CHALLENGES OF SUSTAINED DEVELOPMENT

09:45-11:00 Pavilion 3, Amphitheatre
Managing Disruptions and Embracing Change Panel Session

THE CHANGING MAP FOR GLOBAL GAS

09:45-11:00 Mercedes Bar
Realizing Russia's Competitive Edge Briefing

FOSTERING ECONOMIC DEVELOPMENT OF THE RUSSIAN FAR EAST

09:45-11:00 PepsiCo Café
Realizing Russia's Competitive Edge Panel Session

THE NATIONAL RATING OF RUSSIAN REGIONS: INITIAL RESULTS

09:45-11:00 Pavilion 5, Conference Hall 5.1
Realizing Russia's Competitive Edge Panel Session

EXPANDING INDUSTRIALIZATION: A TOOL FOR BROAD-BASED REGIONAL GROWTH

In cooperation with Russian Railways

09:45-11:00 Pavilion 5, Conference Hall 5.2
Realizing Russia's Competitive Edge Panel Session

BUILDING LONG-TERM INVESTOR PARTNERSHIPS FOR RUSSIA’S INFRASTRUCTURE AGENDA