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금융투자협회가 온-오프라인을 통해 개최하는 세미나를 알려드립니다.

세미나 상세보기
제목 [제3차 웹세미나] 가치투자 : 여행, 숙박, 레저, 엔터테인먼트 부문의 투자 기회
담당부서 조사국제부 행사일
작성일 2022-03-08 13:52:15 조회수 3014
본회에서는 미국계 운용사인 Hill Path Capital 등과 함께 여행, 숙박, 레저, 엔터테인먼트 부문의 국내 회원사 및 기관투자자들에 대한 새로운 투자기회 제공을 위해 웹 세미나를 개최하게 되었습니다.

이번 웹세미나에서는 Hill Path Capital의 Scott Ross 대표님을 초빙하여, 투자전략과 시장의 트렌드 등에 대한 발표를 들어보도록 하겠습니다.

1. Agenda : Value-Approach Investing : Travel, Lodging, Leisure & Entertainment (TLLE) sector opportunities emerging from the COVID-19 crisis (가치투자 : 코비드19를 통한 여행, 숙박, 레저, 엔터테인먼트 부문의 투자 기회)

(Summary of the Agenda)
The travel, lodging, leisure and entertainment sectors have been and are projected to continue to grow faster than GDP as consumers increasingly seek ”experiences “ over “things.”
There has been an uneven recovery across different sectors and geographies, and this trend is likely to continue. Market underestimated the upcoming pent-up demand, and the COVID-10 pandemic is giving way to a strong tailwind. In addition, a rapid increase in demand for travel and leisure activities supplemented by a lack of spending over the past 15 months and a broad money supply from the government is likely to lead to robust activity in the sectors over the next few years.
It's important to understand the key risks/uncertainties like Imperfect COVID-19 recovery, Inflation, Rising Rates/Tapering, and etc.

2. Speaker : Scott Ross (Founder/Managing Partner, Hill Path Capital)

(Bio of the speaker)
Scott Ross / Founder and Managing Partner
Mr. Ross is the founder and Managing Partner of Hill Path Capital. He was previously a Partner at Apollo Management (which he joined in 2004), responsible for private equity and debt investments in the lodging, leisure, entertainment, consumer and business services sectors. Prior to Apollo, Mr. Ross was a member of the Principal Investment Area in the Merchant Banking Division of Goldman Sachs Co. and a Member of the Principal Finance Group in the Fixed Income, Currencies, and Commodities Division of Goldman Sachs Co. Mr. Ross was employed by Shumway Capital Partners from August 2008 to September 2009. Mr. Ross currently serves as the Chairman of the board of directors of SeaWorld Entertainment, Inc., and has previously served on the board of directors of Diamond Eagle Acquisition Corp., Great Wolf Resorts, Inc., EVERTEC, Inc. and CEC Entertainment, Inc. (the parent company of Chuck E. Cheese’s and Peter Piper Pizza). Mr. Ross graduated magna cum laude from Georgetown University with a B.A. degree in Economics and was elected to Phi Beta Kappa.

3. Date : Tuesday, March 22, 2022

4. Time : 10:30 AM Seoul Time

5. Program Duration : 45 minutes
- Brief introduction
- Investment Opportunity in TLLE
- Before / After COVID-19
- Case studies
- Key risks and opportunities
- Q&A (5-10 minutes)

6. 참가신청 등 : Zoom 서비스를 통하여 온라인으로 진행 예정
- (참가대상) 금융투자협회 회원사, 국내 연기금 임직원 등 금융업권 종사자
- (참가등록)
- 참가신청시 사전 질문도 가능하오니, 스피커에게 질문하실 사항이 있으시면 한글 또는 영문으로 작성해 주시면 됩니다.

3.21일까지 사전 등록하신 분에 한해서만 세미나 참석이 가능한 링크를 보내드리도록 하겠습니다.