Programme
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One-on-one and group meetings
Monday, 11 – Tuesday, 12 November
Conrad SeoulOver 80 leading Korean and global companies will be hosting meetings over two days.
To view the list of participating companies, please visit the 'Companies' page. To submit your meeting requests, head to the 'Registration' page. -
Expert sessions
Monday, 11 – Tuesday, 12 November
Conrad SeoulTo register, please contact your KIS sales representative.
However, expert sessions and one-on-one meetings will run in two tracks at the same time.
Therefore, in case there is a scheduling conflict between them, please inform your KIS sales representative which schedule should take priority.Investment Strategy Impact of the New U.S. President's Campaign Promises
on Global Financial MarketsMizuho Americas Steven Ricchiuto Chief US Economist Virtual U.S. Market Investment Strategy for 2025 STIFEL Investment Services Thomas Carroll Equity Macro & Portfolio Strategy Analyst In-person & One-on-One available AI and Semiconductors CXL & AI Data Center MetisX Jin Kim CEO In-person & One-on-One available On-device AI Semiconductors for a Super-Intelligent Society DEEPX KIM Lok Won CEO In-person & One-on-One available Global Semiconductor Supply Chain Dynamics Bloomberg Masahiro Wakasugi Technology Analyst In-person & One-on-One available Energy and Innovation Development of Small Modular Reactors (SMRs)
and the Future of Nuclear EnergyOklo (US OKLO) Jake DeWitte Co-founder & CEO Virtual Craig Bealmear CFO Note: Oklo Inc. is developing and deploying next-generation fast fission power plants, called "Powerhouses," with a focus on sectors like data centers, oil and gas, industrials, and defense. Sam Altman has been the Chair of the company's Board since 2015
Financial Markets and ETFs Japanese Value-up Program Japan Exchange Group Kengo Somei Tokyo Stock Exchange, Inc.
Global Equities Marketing,
ETF Market Development ManagerIn-person ETFs in Japan Jun An Tokyo Stock Exchange, Inc.
Hong Kong Representative
Office RepresentativeIn-person Post-Conference Session on Wednesday, November 13 TESLA Travis Axelrod Head of IR Virtual Note: limited to large shareholders as a private session
Post-Conference Session on Thursday, November 14 Impact of U.S. political changes and
new administration policies on major industries
and companies after the presidential electionWashington Research Group Chris Krueger Managing Director (Macro, Trade, Fiscal & Tax Policy) Virtual -
Expert Session Speakers Profiles
Date/Time Company Speaker Name Nov 11
09:00-09:50
KSTOklo (US OKLO) Mr. Jake DeWitte / CEO & Co-founder Jacob DeWitte co-founded Oklo and has served as its Chief Executive Officer and a member of the Oklo Board since its inception in July 2013. Jacob has experience working on a variety of advanced reactor designs, including sodium fast reactors, molten salt reactors, and next-generation pressurized water reactors, as well as nuclear fuel cycle technology development and analysis. Jacob also worked with experimental irradiation testing facilities. Jacob earned his BS in nuclear engineering from the University of Florida and his SM and PhD in nuclear engineering at MIT.
Mr. Craig Bealmear / CFOR. Craig Bealmear has served as Oklo's Chief Financial Officer since August 2023. Since April 2023, Craig has served as an executive advisor to Trindent Consulting, a management consulting firm. From April 2021 to December 2022, he served as the Chief Financial Officer of Renewable Energy Group, Inc., a producer of advanced biofuels that was acquired by Chevron Corporation in June 2022. Prior to joining Renewable Energy Group, Inc., Craig held several positions at BP plc, including serving as the Chief Financial Officer — North America Downstream at BP plc from March 2015 to December 2020 and as the Deputy Chief Financial Officer; Refining and Marketing Segment at BP plc from January 2013 to February 2015. Craig held numerous prior roles in finance, strategy and commercial with BP plc and Atlantic Richfield Corporation over a 30-year career in both the United States and United Kingdom. Craig holds an M.B.A. from the Wharton School at the University of Pennsylvania and a B.A. in Business Administration from Bellarmine University.
Nov 11
10:00-10:50
KSTMizuho
AmericasSteven Ricchiuto / Managing Director, Chief US Economist Steven Ricchiuto is a Managing Director and Chief US Economist for Mizuho Americas, responsible for formulating the firm’s macroeconomic and interest rate forecasts. In this role, he provides Mizuho’s institutional and corporate clients with a strategic outlook on the U.S. economy and financial markets.
Prior to joining Mizuho, Steve worked at a number of global banks as well as domestic brokers. He has extensive experience as an economist, a strategist, and as the director of fixed income research.
He has more than forty years of experience in the financial services industry, is widely quoted in the print media, and regularly appears on business news television and radio programs.
“Deconstructing Credit Cycles” is his most recent book, it examines each of the last four business cycles and how the associated credit disruption affected not only the nature of the recession, but also the following recovery/expansion.
Steve’s previous books include: Disequilibrium (2016), Symptomatic to Systemic (2018), and Moneynomics (2020).
Nov
11 11:00-11:50
KSTBloomberg
IntelligenceMasahiro Wakasugi / Senior Technology Analyst Masahiro Wakasugi is a senior analyst for Bloomberg Intelligence, specializing in technology hardware industries, including semiconductor production equipment, semiconductors, electronic components, and consumer electronics. Prior to joining Bloomberg, he covered Japanese technology companies as a research analyst at BNP Paribas and Jefferies in Japan. Prior to his sell-side roles, Mr. Wakasugi worked for AllianceBernstein as a buy-side analyst in the growth equity department, covering Japanese technology companies. He also co-managed a mutual fund, Asian Technology Fund, which received Lipper Fund Awards in 2009. He holds bachelor’s degree of engineering and a master’s degree of engineering from Waseda University in Japan. He is a chartered member of the Securities Analysts Association of Japan (CMA).
Nov 11
14:30-15:20
KSTSTIFEL
Investment
ServicesThomas Carroll / Equity Macro & Portfolio Strategy
AnalystThomas Carroll joined Stifel in 2018. Based out of the New York office, Mr. Carroll is an Associate Vice President in the Market Strategy sector, covering Equity Macro & Sector Strategy. Mr. Carroll earned a B.S. from Wake Forest University in Winston Salem, NC and holds a Chartered Financial Analyst designation (2022).
Nov 11
15:30-16:20
KSTMetisX Jin Kim/ CEO & Co-founder Prior to founding MetisX, a fabless startup for large-scale data acceleration based on Compute Express Link, Jin KIM worked at SK HYNIX as one of the youngest vice presidents of Engineering leading all of the SSD firmware developments and collaborating with Solidigm for Next Gen. SSD Architecture for PCle Gen 6. Before that, he led Software Team at SK Telecom and was a senior software engineer at Samsung Electronics. He received a B.S. in Computer Science from Seoul National University.
Nov 11
16:30-17:20
KSTDEEPX KIM Lokwon / CEO & Founder, Ph. D KIM Lokwon is the visionary founder of DEEPX, a leading semiconductor company revolutionizing the industry with its cutting-edge technologies. Driven by a passion for pushing boundaries, Kim’s goal is to see his company’s low power, high performance AI chip technology integrated into all devices in the world. With a distinguished background in system semiconductors, Kim has held pivotal positions at global giants like Broadcom, IBM, and Cisco Systems. His key role in application processor design at Apple provided invaluable experience in the mass production of application processors including AI processors. With a Ph.D. from UCLA and a portfolio of publications in over 100 patents and 14 journal papers published in the Institute of Electrical and Electronics Engineers (IEEE) and Association for Computing Machinery (ACM) journals, Kim’s expertise in system semiconductors is widely recognized.
Nov 11
15:30-16:20
KSTJapan Exchange
GroupSpeakers TBC (Agenda: Japan Value up Program)
Nov 11
16:30-17:20
KSTJapan Exchange
GroupSpeakers TBC (Agenda: ETF Market in Japan)
Nov 14
10:00-10:50
KSTTD Cowen
Washington
Research
GroupChris Krueger / Managing Director – Macro, Trade, Fiscal & Tax Policy Chris Krueger joined TD Cowen Washington Research Group in August 2016 as the Washington Strategist. Mr. Krueger and the TD Cowen Washington Research Group were recently named #1 in the Institutional Investor Washington Strategy category, Mr. Krueger and the team have been consistently ranked for the past decade. Mr. Krueger publishes the DC Download, a must-read daily for Wall Street portfolio managers who want a quick look at the top Washington stories and their impact on the capital markets. Mr. Krueger covers DC macro, fiscal, tax and trade policy.
He held similar positions at Guggenheim Securities, MF Global, Concept Capital, and Potomac Research Group. Earlier he worked for nearly four years on the senior staff of the House of Representatives. He has also worked on several local, state, and federal political campaigns across the country.
Mr. Krueger holds a BA from the University of Vermont and an MA in international relations from King’s College London. He appears frequently on CNBC and Bloomberg and is widely quoted in The Wall Street Journal, FT, Axios, New York Times, Washington Post, and POLITICO. He also speaks regularly at industry events and conferences, including the Milken Institute Global Conference, National Organization of Investment Professionals, and the New York Stock Exchange. Material prepared by the TD Cowen Washington Research Group is intended as commentary on political, economic, or market conditions and is not intended as a research report as defined by applicable regulation.
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Post - conference Site Tours
Wednesday, November 13 Industrial Machinery Hanwha Engine Plant 07:00-18:00 Changwon, Gyeongsangbuk-do (the southern part of South Korea, near Busan, about a 3-hour train ride each way from Seoul) Automotive Kia 09:00-13:00 113, Kiajadongcha-ro, Gwangmyung-si, Gyeonggi-do (30~40 mins per way from Seoul, Yeouido)