agenda

agenda

Japan Investor Forum 2022 Programme

**Times are in JST

14:0014:05

Chairperson’s Opening Remarks

09:00 - 10:00

14:0514:35

CIO Perspective: Stability within a volatile environment

09:00 - 10:00

  • What was learned about investing within a high stressed Japanese market?
  • Tackling difficulties in asset allocation within market instability
  • How to capitalize on volatility and fighting against low yield?
  • Where to invest in 2022 and new trend developments?
Boris Moutier

Chief Investment Officer

AXA Life Insurance

Eiki Tamama

Chief investment officer

PROFITZ

  • In February 2020 Mr. Tamama joined a real estate investment advisory start-up in Tokyo, PROFITZ K.K. as Chief Investment Officer. PROFITZ is an established development and asset management company focused on residential and office assets in Japan with total AUM of approx. US$200 mn.
  • Prior to joining PROFITZ in February 2022, Mr. Tamama worked for Abu Dhabi Investment Authority from 2013 to 2022, and managed its real estate portfolio as a senior management in the Asia Pacific team. He primarily covered the Japan, Korea and India markets and managed US$4 bn GAV assets on average during his tenor.
  • From 2005 to 2012, Mr. Tamama worked for LaSalle Investment Management and Shinsei Bank. He sourced and made investments for LaSalle Asia Opportunity Fund I & II and acquired US$750 mn GAV assets. He also took fund management role for LaSalle Japan Logistics Fund I & II, and managed US$ 2.5 bn portfolio and led divestment of JLF I portfolio. At Shinsei Bank, Mr. Tamama led sourcing, structuring, pricing, and execution of property backed non-recourse loans. He financed approximately 100 real estate transactions and provided US$8 bn loans over five years.
  • Prior to 2005, Mr. Tamama was engaged in investment in non-performing loans (NPLs) at Daiwa SMBC Principal Investments.
  • Mr. Tamama received a BA from Keio University (Faculty of Economics) and a MS in Real Estate Development from Columbia University. He finished a general management program (GMP) at Harvard Business School. Mr. Tamama is a member of both the CFA Institute and the Royal Institution of Chartered Surveyors.

14:3515:15

ESG Investing: Responding to the market for higher growth

09:00 - 10:00

  • The uncertainty behind disclosures, reporting, and what regulators are looking for
  • ESG investing and data challenges
  • Japanese market developments around green bonds and fighting green washing
  • Capturing opportunities within ESG and growth of ESG funds
Shinichi Yoshiya

Executive director and head of regulatory affairs, Japan and Asia Pacific

Mitsubishi UFJ Morgan Stanley Securities

Shinichi Yoshiya is Head of Regulatory Affairs for Japan and APAC in the Legal Division of Morgan Stanley. Mr. Yoshiya covers a broad range of complex cross-border financial regulatory matters and transactions for Morgan Stanley’s Japan and Asia Pacific region including ESG, OTC derivatives regulations of Japan, U.S. and EU, the Volcker Rule, Resolution Stay, MiFID2, Brexit, LIBOR and Basel 3 capital rules. Prior to joining Morgan Stanley, Mr. Yoshiya was an attorney at Davis Polk & Wardwell LLP advising on financial regulatory matters. Mr. Yoshiya has held academic appointments at Duke University Law School as Visiting Professor and currently teaches global financial regulations at Meiji University Law School. Duke University, Law School (LL.M.), Aoyama Gakuin University, Business School (M.B.A.), Sophia University (LL.B.). Mr. Yoshiya is admitted to the bar of the state of New York.

Sylvain Forté

CEO

SESAMm

Sylvain is the co-founder and CEO of SESAMm, an innovative fintech company specializing in big data and artificial intelligence for investment.
Its team builds analytics and investment signals by analyzing billions of web articles and messages using natural language processing and machine learning, the core technologies behind SESAMm products TextReveal and SignalReveal.
Holding a double degree in engineering made in France and Germany, Sylvain's passion for artificial intelligence and finance led him to create SESAMm in 2014.
The company has offices in Paris, New York, Tokyo, and Tunis and works with major hedge funds, banks, and asset management clients around the world for both fundamental and quantitative use cases.

Maiko Himori

Portfolio manager

Alternative Investment Capital Limited

Yasushi Ishikawa, Ph.D.

Head of Equity Fund Management Department and Senior Executive Director of Global Multi Asset

Nikko Asset Management

Yasushi Ishikawa joined Nikko AM in March 2016 as Head of the Alternative Investment Fund Management Department and he was subsequently appointed Joint Head of Global Multi Asset in July 2019, Head of the Equity Fund Management Department in December 2020 and  Senior Executive Director of Global Multi Asset in May 2021. He has been in current positions since August 2021. Prior to joining Nikko AM, he spent 16 years working in the development of quantitative strategies with such firms as Nomura Securities International and Nomura Securities’ Financial Engineering & Technology Research Center. This experience includes over 11 years in international positions in New York and London.

He holds a B.A. (Physics) and a M.S. (Physics) from the University of Tokyo, and a Ph.D. (Management Science) from Kyoto University. He won the Security Analysts Journal Prize, 2019 for “Efficiency of Japanese Companies’ Investment in Human Capital and Shareholder Value.”  He is an organizer of the MPT Forum and a chartered member of the Securities Analyst Association of Japan.

Masayuki Matsuyama

Senior economist

Development Bank of Japan Inc.

15:1515:45

Portfolio Management Deep Dive: A return to growth for equities and fixed income

09:00 - 10:00

  • In 2021, where were the greatest growth sectors within portfolios?
  • What sector will see a growth in the coming year?
  • Uncertainty of the fixed income market and inflation
  • Plausible concern for the overvalued equities
  • What assets to diversify portfolios with to hedge risks?
Hiroshi YAMADA

Chair of the Investment Committee

Monex Climate Impact Fund

As the chair of the investment committee, Hiroshi provides professional investment opinions to the Partnership.

Prior to this initiative, Hiroshi had served as a senior executive officer of Japan Post Bank, in charge of CFO/CIO from 2007 to 2016. As the CIO, he had managed 1.9 trillion US dollars of bank assets, and led diversification of portfolio by reducing JGB holding from roughly 90% of the total assets to below 50% and accelerating global corporate debts, equity and private equity investments. The move delivered huge return and contributed stable income stream of the bank over seven more years. He also conducted successful IPO of the bank in 2016.

Before joining Japan Post Bank, he spent 30 years at Mitsubishi Corporation and held many executive position in finance, M&A and asset management, including CFO function at its strategic mining investment company in Australia.

Hiroshi graduated from the faculty of economics, The University of Tokyo. He is living in Japan.

Hiroshi Ishii

Portfolio manager

Okasan Asset Management Co., Ltd

Active equity portfolio manager, 
from 2005, Euro and US stocks at Sumitomo Trust Bank, 
from 2008, Japanese stocks at Mitsubishi UFJ Kokusai Asset Management,
from 2020, Japanese stocks at Asahi Life Asset Management,

from 2023, Okasan Asset Management, current.

Deep knowledge of Materials, Energy, Capital goods, Tech, Finance etc.
The University of Tokyo, Graduated, Bachelor of Economics.

David has over 16 years experience in derivatives working as a quantitative portfolio manager, trader, and structurer. He started his career in 2006 in Tokyo as an options trader before moving to Europe and working as an equity derivatives structurer at Nomura and UBS in London in 2010 where he worked on quantitative strategies and complex options. David then moved to Unigestion in Geneva in 2015 for a position as a senior portfolio manager where he developed and managed numerous quantitative volatility and derivative strategies. In 2018, he returned to Nomura in Tokyo, and built out their derivatives offering and launched a UCITs cross-asset volatility fund in 2019. David moved to Millennium and Simplex in Tokyo where he was hired as a portfolio manager for quantitative volatility strategies. In 2022, David co-founded SciEdge, a quantitative research company based in Paris, and is scheduled to launch a Cayman cross-asset volatility fund with Rcube Asset Management in the coming weeks.

David has studied at Cambridge University, Ecole Normale Superieure and Sciences Po Paris and is working towards completing his PhD in mathematical economics at the University of London. Speaking four languages including fluent Japan, David has a strong understanding and interest in Japan from both a business and cultural perspective.

Aaron Lloyd

Director

SOMPO Japan DC Securities

A career in pensions and asset management for over 12+  years with a particular focus on corporate pensions and the defined contribution (DC) pension in Japan. Experience includes: strategy, sales and marketing, relationship management, pension design and consulting, and plan communications. He has also written several reform and advocacy publications directed towards the Japanese government and ministries based on global best practices. And also currently serves as a vice-chair on the Investment Management Committee of the American Chamber of Commerce in Japan (ACCJ). Prior to the pension industry, he held several roles in capital markets at global investment banks. A career in pensions and asset management for over 12+  years with a particular focus on corporate pensions and the defined contribution (DC) pension in Japan. Experience includes: strategy, sales and marketing, relationship management, pension design and consulting, and plan communications. He has also written several reform and advocacy publications directed towards the Japanese government and ministries based on global best practices. And also currently serves as a vice-chair on the Investment Management Committee of the American Chamber of Commerce in Japan (ACCJ). Prior to the pension industry, he held several roles in capital markets at global investment banks.