Programme

INVESTOR HEATMAP: SHIFTING STRATEGIES FOR PRIVATE EQUITY AND SOVEREIGN WEALTH

Spurring Growth While Mitigating Risks
Panel Session
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:
Alexey Kudrin , Chairman of the Board, Center for Strategic Research Foundation; Deputy Chairman, Economic Council under the President of the Russian Federation

Panellists
Bader Muhammad Al-Sa’ad , Managing Director, Kuwait Investment Authority (KIA)
Laurent Vigier , Chief Executive Officer, CDC International Capital
Kirill Dmitriev , Chief Executive Officer, Russian Direct Investment Fund (RDIF)
Vladimir Dmitriev , Vice President, Chamber of Commerce and Industry of the Russian Federation
Manabu Kato , Chief Representative in Moscow Office, Japan Bank for International Cooperation
Ding Xuedong , Chairman of the Board, Chief Executive Officer, China Investment Corporation
Maurizio Tamagnini , Chief Executive Officer, Fondo Strategico Italiano
Hendrik du Toit , Chief Executive Officer, Investec Asset Management
Heung-Sik Choo , Chief Investment Officer, Korea Investment Corporation

Broadcast

Key moments

“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
“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
“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
“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
“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