Agenda

Agenda

Japan Investor Forum 2022 日程

日本時間

14:0014:05

会長による開会の辞

09:00 - 10:00

14:0514:35

CIOの観点から:変動の激しい環境下での安定性

09:00 - 10:00

  • ストレスの高い日本市場における投資について何を学んだか?
  • 不安定な市場の中で資産配分の難しさに対処する
  • ボラティリティを活用し、低利回りに立ち向かうには?
  • 2022年に投資すべき対象と新しいトレンドは?
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投資:より高い成長のための市場への対応

09:00 - 10:00

  • 開示、報告、規制当局が求めることの背後にある不確実性
  • ESG投資をめぐる曖昧さの調整と市場への訴求の方法
  • グリーンボンドとグリーンウォッシング排除に関する日本市場の進展
  • ESGにおける機会の獲得とESGファンドの成長
葭谷晋一

レギュラトリー・アフェアーズ(アジアヘッド)、エグゼクティブ・ディレクター、ニューヨーク州弁護士

モルガン・スタンレー

モルガン・スタンレー(法務部)にて、レギュラトリー・アフェアーズのアジア地域のヘッドを務めており、モルガンスタンレーのアジア地域に関する金融規制対応に従事している。モルガン・スタンレー入社前は、Davis Polk & Wardwell外国法事務弁護士事務所にて執務。過去には米国デューク大学ロースクールにて客員教授として、明治大学法学部にてグローバル金融規制に関して教鞭を執っていた。米国デューク大学ロースクール(LL.M.)、青山学院大学院(M.B.A.)、上智大学(LL.B.)。ニューヨーク州弁護士。

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.

檜森 麻衣子

コンプライアンス部 プリンシパル

エー・アイ・キャピタル株式会社

石川 康 Ph.D.

株式運用部長 兼 グローバル・マルチアセットSenior Executive Director

日興アセットマネジメント株式会社

2016年3月、日興アセットマネジメント株式会社にオルタナティブ運用部長として入社。2019年7月よりグローバル・マルチアセット共同ヘッドを兼任、2020年12月より株式運用部長を兼任。 2021年5月よりグローバル・マルチアセットSenior Executive Directorに就任。2021年8月より現職。当社入社以前は、野村證券株式会社 金融研究所投資技術研究部、11年にわたる海外拠点(ロンドン、ニューヨーク)勤務にて、クオンツ運用戦略の開発に従事。東京大学理学部物理学科卒業、同大学院理学系研究科(物理学)修士課程修了。京都大学博士(経営科学)。「日本企業の人材投資効率と株主価値」にて2019年度 証券アナリストジャーナル賞受賞。MPTフォーラム幹事。日本証券アナリスト協会認定アナリスト。

松山 将之

主任研究員

日本政策投資銀行

日本政策投資銀行 設備投資研究所 主任研究員(博士(経営管理))、経営企画部サステナビリティ経営室 参事役。専門分野は、金融商品会計、企業開示。企業の非財務情報開示の研究並びに、TCFDの気候変動開示シナリオ分析・NGFSの気候変動リスク管理についての調査を担当。

15:1515:45

ポートフォリオ管理の詳細検討:株式と債券の成長への回帰

09:00 - 10:00

  • 2021年、ポートフォリオ内で最も伸びを見せた業種は何か?
  • 来年はどの業種が成長するか?
  • 債券市場とインフレの不確実性
  • 割高な株式に対する妥当な懸念
  • リスクヘッジのために、どの資産で分散投資するか?
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.

石井 宏

ポートフォリオ運用人

岡三アセットマネジメント

株式のアクティブ運用業務に従事。
2005年より、住友信託銀行にて欧米株、
2008年より、三菱UFJ国際投信にて日本株、
2020年より、朝日ライフアセットマネジメントにて日本株

2022年より岡三アセットマネジメント、現職。
素材、エネルギー、資本財、テック、金融等に造詣。
東京大学、経済学部、卒業。

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.