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Soleil Japan Forum 2018

Soleil Global Advisors

Thursday, May 24, 2018 from 1:00 PM to 8:00 PM (EDT)

Soleil Japan Forum 2018

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Soleil Global Advisors cordially invites you to join Soleil Japan Forum 2018 in New York City. This special event leverages Soleil’s unique network and access to the key players of the Japanese investment market as well as policy makers. 

Since the inception of the so called Abenomics in December 2012, the economic policies advocated by Prime Minister Shinzo Abe which is based upon “Three Arrows” of fiscal policy, monetary policy and structural reforms, the global monetary policy dynamism has increasingly changed over the past year, added by the pressure of trade war ignited by the Trump administration in the United States.  

The Soleil Japan Forum Series aims to examine macro and structural challenges Japan faces through discussions with experts and practitioners in each field in both presentation and panel discussion formats. This year, our program will focus on the topics from Japan Macro to Corporate Governance & Activism Investing, Public Market Investing to Private Market Investing, and Japanese Institutional Investor’s Portfolio Allocations in Alternative Investing to ESG Investing.  We encourage you to join us to uncover the opportunities Japan offers as a capital market for global investors!

For more information and the program of 2016 Soleil Japan forum, please visit our website. https://www.soleilglobaladvisors.com/en/forums.html


This event is for partcipants who are Qualified Institutional Investors, Investment Advisors and Family Offices  as defined by the U.S. Securities and Exchange Commission (SEC).  The event organizer reserves the right to refuse any registration.  Registration is free, however, advance registration is required. 




RSVP & General Contact: Takuo Koyama tkoyama@soleilglobaladvisors.com

Media Contact: Somer Hatano shatano@soleilglobaladvisors.com





 


 

Featured Presentation:

“The New Perspective to the Japanese Economy” 

Featured Presentation by Yoshito Sakakibara, Japan Strategist, Soleil Global Advisors Japan


 

Opening Remarks:

H.E. Reiichiro Takahashi, Ambassador and Consul General of Japan in New York

 


 

Panels:

Japan Macro Panel

"Macro Risk on Japan: New Monetary Policy Dynamism & Trade War"

Tomohiko Fujiyama, Chief Representative of Japanese Ministry of Finance & Deputy Consul-General in New York

Kazushige Kamiyama, General Manager for the Americas, Bank of Japan

Takashi Shida, CIO/Founder, Ebisu Capital Inc.

Yoshito Sakakibara, Japan Strategist, Soleil Global Advisors Japan

 

Fund Manager Panel

"Investing in Public and Private Markets in Japan"

Takashi Shida, CIO/Founder, Ebisu Capital Inc.

Reijiro Samura, President & CEO/Chief Investment Officer 

Christoph Englisch, Portfolio Manager, EnTrustPermal

Hiro Fujii, Investment Director, Chief Executive Officer, Dalton Capital (Japan) Inc.

Shin Kubo, President & CEO, Soleil Global Advisors Japan

 

Corporate Governnance Panel

"Can you measure the effects of Corporate Goverance & Stewardship Codes?"

Hideki Suzuki, Senior Corporate Governance Data Analyst, ESG Group, Bloomberg LP

Ryota Kimura, Chief Representaive & General Manager, New York Representative Office, Japan Stock Exchange, Inc.

 

Japan Institutional Investor Panel

"Capturing Yield in A Low Yield Environment & Responsible Investor"

Toshihiko Hirashima, Head of Hedge Fund Research, Tokio Marine Asset Management USA Ltd.

Masahiro Mori, New York Representative, Government Pension Investment Fund of Japan (GPIF)

Somer Hatano, Managing Partner, Soleil Global Advisors LLC




Date/Time:


Thursday May 24, 2018 

13:00 - 18:30 followed by Networking Reception 18:30 - 20:00


Agenda:


 


 

 

Speaker Biographies: 


Christoph Englisch, Senior Vice President, Investment Research, EnTrustPermal Ltd. 


Christoph Englisch is Senior Vice President, Investment Research, at EnTrustPermal Ltd. in charge of equity strategies in Europe and Asia incl. Japan.  He joined the Permal Group in 2015 from Lyxor Asset Management where he was Global Head of Equity Strategies charged with global fund selection for equity strategies on the Lyxor Managed Account Platform, Lyxor UCITS Platform and direct investments.  Mr. Englisch, who spent ten years at Lyxor, held a variety of other roles, including Head of European Fund Selection (2011) and Head of European Equity and Event Driven Strategies (2009), and was based at various times in the London, Paris and Tokyo offices. He holds a Masters in Finance from the University of Vienna, where he specialised in International Finance and Venture Capital, received a Joint Study Scholarship to study at the University of Washington in Seattle and graduated with Honours from the Vienna Business School. Mr. Englisch is a Chartered Alternative Investment Analyst (CAIA).


Oliver Eberstadt, Co-Founder, IVP Capital

Oliver Eberstadt has over 25 years experience in dealing with professional investors. Prior to co-founding IVP Capital LLC in 2004, he established EGI Advisors, a placement agent for alternative investment managers in 2001. Before that Mr. Eberstadt was a Managing Director at Merrill Lynch, which he joined in 1996 as Head of International Equity Research Sales in Tokyo. In that capacity, he initiated and oversaw the capital raising activities for Merrill Lynch’s Private Equity Group in Japan. In 2000 he moved to New York as head of institutional e-commerce equity sales for Merrill Lynch in the Americas.  From 1985 -  1996 he worked at Dresdner Bank in Frankfurt, New York and Tokyo where he held various positions in proprietary trading and institutional sales. Mr. Eberstadt holds Series 24, 7 & 63 licenses.     

Drew Edwards,Chief Executive Officer, Chief Investment Officer Usonian Investments LLC

Drew Edwards is Founder and Chief Investment Officer of Usonian Investments LLC, an independent investment advisory firm with offices in Chicago and Tokyo. The firm launched in August 2017 when the team spun-out from Advisory Research Inc., the asset management subsidiary of Piper Jaffray & Company. Usonian’s AUM is $1 billion invested in their Japan Value Strategy, a pure play, value investment strategy focusing on Japanese equities. Usonian’s governance focused investment approach calls for collaborative engagement with Japanese corporate management. The strategy is represented through a portfolio of high conviction ideas. Prior to founding Usonian Investments, Drew was Managing Director, Portfolio Manager and head of international equities at Advisory Research, Inc. Prior to Advisory Research, he was an investment professional at Taiyo Pacific Partners, an activist fund backed by CalPERS and Wilbur L. Ross & Co that focuses on Japanese equities. Before Taiyo, he worked as an investment banker at Lehman Brothers and as a finance executive in the healthcare industry. Drew holds an M.B.A. and J.D. from Northwestern University and a B.A. in International Business from Sophia University (Tokyo).

 

 

Hiro Fujii, Investment Director, Chief Executive Officer, Dalton Capital (Japan) Inc.


Hiro joined Dalton Capital (Japan) Inc. ("DCJ") as Investment Director in 2013. Prior to joining DCJ, he was instrumental in the development of T&D Asset Management’s global investment business as Senior International Relationship Manager and Product Specialist from 2003 to 2008, providing investment services to global institutional investors. In 2008 he assumed the role of President of T&D Asset Management (USA) based in New York, spanning the period through to 2012. Hiro started his career at Nikko Securities in 1995, then joined M&A Consulting in 2000, a Tokyo based private equity start-up, where he was responsible for international relations and fund operations. Hiro became the CEO of DCJ in May 2015.

 

Tomohiro FUJIYAMAChief Representative of Japanese Ministry of Finance & Deputy Consul-General in New York

 

Tomohiro FUJIYAMA was appointed as Chief Representative of the Japanese Ministry of Finance in New York and Deputy Consul-General in New York on June 28, 2017.  He joined the Japanese Ministry of Finance in 1997.  Prior to his current position in New York, Mr. Fujiyama worked in the Tax Bureau of the Ministry of Finance, Japan, for seven years. During that time, he worked on the Comprehensive Reform of Social Security and Tax Cabinet order, a measure aimed at both securing the sustainability of Social Security and ensuring fiscal consolidation; the pro-growth Reform on Corporate Tax bill, which lowered tax rates while broadening the tax base; and the Consumption Tax Reform bill, which will introduce a reduced tax-rate scheme to aid low-income households.  Mr. Fujiyama also has experience working for the Financial Services Agency and, from 2007 to 2010 he was posted as First Secretary at the Embassy of Japan in Vietnam.  Mr. Fujiyama earned an M.B.A. degree from the University of North Carolina at Chapel Hill in 2001 and a B.A. in Law degree from the University of Tokyo in 1997.


Toshihiko Hirashima, Head of Research, Hedge FundTokio Marine Asset Management (USA), Ltd. (TMA-USA) 

Toshihiko Hirashima joined Tokyo-based Tokio Marine Asset Management Co., Ltd. (TMA) in June 2010 to rebuild the hedge fund portfolio management team, in which role he was responsible for offering customized hedge fund portfolios for Japanese institutional clients.  In June 2013, he was transferred to TMA’s NY office to oversee investment research. Prior to joining TMA, Toshihiko worked for Citigroup Principal Investment Japan Co., Ltd for nearly four years where he was responsible for managing a Japanese equity long-short book by investing the firm’s proprietary capital, in addition to investment management responsibility in other principal investments such as stressed and distressed credits, PE, mezzanine, and real estate hard assets in Japan. Previously, he worked for Fujitsu Pension as a portfolio manager of its $10 billion corporate pension fund, and The Long-Term Credit Bank of Japan (now Shinsei Bank). He received a B.A. from University of Tokyo, and M.B.A. from M.I.T. Sloan School of Management.


Kazushige Kamiyama,General Manager for the Americas, Bank of Japan


Mr. Kazushige Kamiyama is General Manager for the Americas of the Bank of Japan (BOJ). This is his first appointment in New York. Before Mr. Kamiyama came to New York in his present capacity, he was General Manager of Maebashi Branch, Japan (2015-2017). Mr. Kamiyama was Head of Policy Planning Division, Monetary Affairs Department in 2013 when BOJ introduced its 2 percent price stability target and the unprecedented quantitative and qualitative monetary easing (QQE) policy to overcome chronic mild deflation. He also served for many key positions in BOJ including Head of Planning and Coordination Division, Financial System and Bank Examination Department, Head of Markets Group, Financial Markets Department, and Head of Economic Assessment and Projection Group, Research and Statistics Department since he joined BOJ in 1990. He graduated with BA in Economics from the University of Tokyo, 1990, and with MSc in Economics for Development, The University of Oxford, 1997. He was also a Professional Fellow/Visiting Fellow, Columbia University in the City of New York, between June 2013 and June 2014.


Ryota Kimura, Chief Representative & General ManagerNew York Representative Office,Japan Exchange Group, Inc.


Ryota Kimura is a Chief Representative & General Manager of New York Representative Office, Japan Exchange Group, Inc. (JPX), Tokyo Stock Exchange, Inc. (TSE), and Osaka Exchange, Inc. (OSE). The New York office led by Mr. Kimura is responsible for promotion activities related to all products listed on TSE and OSE, such as cash equity products, fixed income products and derivatives products, as well as research activities regarding the securities and derivatives markets in the US. Prior to his current role, Mr. Kimura was a Head of Product Development, New Listings Department based in Tokyo, Japan. The team was responsible for developing listing rules for structured financial products, such as exchange traded funds (ETFs), exchange traded notes (ETNs), real estate investment trusts (REITs), TOKYO PRO-BOND Market (TPBM), and etc. as well as promoting these structured financial products to the TSE market. Previously, Mr. Kimura was Senior Manager of Financial Planning, Treasury Department at Tokyo Stock Exchange Group, Inc. for five years and he spent six years at TSE’s Stock Market Department and led the development of trading rules and regulations for cash equity products including ETFs and REITs. Mr. Kimura receives his MBA from the Darden School at University of Virginia (USA) and his BA in Economics from Waseda University (Japan).


Masahiro MoriDirector, Japanese External Trade Organization, New York (JETRO, NY), NY Representative for the GPIF (Government Pension Investment Fund, Japan)


As Director of JETRO, NY, Masahiro Mori is responsible for research on the investment environment by institutional investors as well as investment products in the US. Also, he is in charge of following the trend of public pension fund management and pension system reform.  Previously, he served as Director for Social Security Policy Planning in the Ministry of Health, Labor and Welfare (MHLW). He also worked as Director General of Health and Welfare Department in Okayama City Government in 2013 and First Secretary at Embassy of Japan (USA) in 2005-2008. He was a visiting researcher at Employee Benefit Research Institute (USA) in 1997. Masahiro earned a BA in Law at Keio University and an MBA at Johns Hopkins University.


Alicia Ogawa, Director, Project on Japanese Corporate Governance and Stewardship,Center on Japanese Economy and Business, Columbia Business School


Alicia Ogawa is consultant to a NYC-based macro investment fund, and a Director of the Project on Corporate Governance and Stewardship at the Columbia Business School’s Center on Japanese Economy and Business. She is also an adjunct associate professor at the Columbia University School of International Affairs, where she teaches a seminar on capital markets regulation. Until 2006 she was Managing Director at Lehman Brothers, where she was responsible for managing the firm’s global equity research product.  Prior to joining Lehman Brothers, Ms. Ogawa spent fifteen years in Tokyo, where she was a top-rated bank analyst and Director of Research for Nikko Salomon Smith Barney, having managed the original Salomon Brothers Research Department through three mergers. Prior to moving to Japan, she worked as a Research Assistant to the Japanese Ministry of International Trade and Industry on a number of U.S.-Japan trade negotiations. She has served on several nonprofit and financial firm boards, and is currently a member of the board of directors of The Maureen and Mike Mansfield Foundation, a member of the finance committee of the Association of Asian Studies, and is a member of the President’s Circle of the All Stars Project, a development program for inner city students. In 2006, she was inducted into the Academy of Women Achievers.  She graduated from Barnard College and earned a master’s degree in international affairs at Columbia University’s School of International and Public Affairs. Ogawa is a member of the International Corporate Governance Network.


Reijiro Samura, Preseident & CEO/Chief Investment Officer, AI Capital


Mr. Reijiro Samura is the President and CEO at Alternative Investment Capital Limited (“AI Capital”) since April 2017. Prior to assuming his current role, he served as the Chief Investment Officer at the firm since November 2016. Before joining AI Capital, Mr. Samura served as the Director at Mizuho Global Alternative Investments between 2013 and 2016.  Between 2005 and 2013, Mr. Samura was the Managing Partner and Head of Secondary Investment Group at Tokyo-based private equity firm, Ant Capital Partners Co., Ltd.  Previously, he was the Head of Alternative Investments at the Mitsubishi Trust and Banking Corporation beginning in 1990.  His previous experiences also included corporate finance, aircraft finance, and import finance at the Export-Import Bank of Japan. He holds a B.S. in Economics from the Osaka University in Japan.


Takashi Shida, Founder/Chief Investment Officer, Ebisu Capital


Takashi is a founder and Chief Investment Officer of Ebisu Capital. He brings 17+ years of experience in trading and investment to Ebisu Capital. Prior to founding Ebisu Capital, he was a portfolio manager and a Managing Director at Millennium Capital Management Asia LLC., responsible for managing an investment team and an equity long/short oriented multi-asset investment portfolio over 1 billion USD, with Japanese and global equities, together with other assets and derivatives. Prior to this, he was a portfolio manager and a Managing Director at Morgan Stanley MUFG in Japan, where he launched a team called “Multi-Strategy Investment Group”, responsible for managing an investment team and an equity long/short oriented multi-asset investment portfolio over 1 billion USD, with Japanese and global equities, together with other assets and derivatives. Prior to this, he worked at Goldman Sachs in various trading and investment roles. He received his bachelor of science in Computer Science at University of Maryland Baltimore County (UMBC). 


Hideki Suzuki, Senior Corporate Governance Data Analyst, ESG Group, Bloomberg LP


Hideki Suzuki is a senior corporate governance data analyst at Bloomberg.

After joining Bloomberg LP in 1999, he spent the first 5 years in electronic trading desk support and 3rd party fixed income and its derivatives pricing contents team. In 2005, Hideki moved to equity fundamentals data department then moved to ESG team in 12/2008. From 2014 on his focus has been to build database and analytics for corporate governance and executive compensation products on Bloomberg terminal. He has a B.A in Economics and History from Fordham University.


Reiichiro Takahashi, Ambassador, Consul-General of Japan in New York


Reiichiro Takahashi assumed the post of Ambassador and Consul-General at the Consulate General of Japan in New York in April 2015.  Prior to this assignment, Ambassador Takahashi served as Director-General for the International Peace Cooperation Headquarters, Cabinet Office from 2012-2015. He has been serving the Ministry of Foreign Affairs for over 35 years.  He held the position of Deputy Director-General, Economic Cooperation Bureau, Ministry of Foreign affairs (2006-2007), as well as Director, Management and Coordination Division, Ministerial Secretariat, (2004-2006), Press Division (2001 – 2003)  and First South-East Asia Division (1999 – 2001). His diplomatic postings include assignments to Japanese Embassies in Afghanistan as Ambassador Extraordinary and Plenipotentiary from 2011-2012, The Republic of Korea as Minister (2007-2011) India as Minister (2003- 2004), USA as Counsellor (1997-1999) and the Philippines as First Secretary (1994-1997)Ambassador Takahashi obtained a Bachelor’s degree in International Relations from Tokyo University.



Somer Hatano, Founder & Managing Partner, Soleil Global Advisors LLC


Somer Hatanois Founder & Managing Partner of Soleil Global Advisors LLC (Soleil), a marketing and consulting firm specializing in bridging the Japanese and the global investment markets. She is also a registered representative of IVP Capital, LLC (“IVP”), a SEC registered broker-dealer and member of FINRA. IVP is third party marketer for various financial services providers and entities. Before she founded Soleile, she was Director at Citi Global Markets where she led its Japanese Capital Introductions Program. In 2004, Somer joined Morgan Stanley Japan in Tokyo as the first dedicated Capital Introductions specialist among the prime brokers based in Japan. One of her notable and unique accomplishments in the alternative investment industry in Japan is the launch of “AL-IN” Magazine with Soken Inc., the only alternative investment periodical dedicated to Japanese institutional investors. Today, 8,000 copies are circulated throughout Japan and read by the vast majority of the public & corporate pension plans and institutions that service Japanese pension funds. Somer is a founding member of Financial Women of Japan Initiative (FWJI), which is a daughter group of 100 Women in Finance in the region.  Somer received B.A. in International Relations from the State University of New York College at New Paltz in 1997.



Shin Kubo CFA CMA,Preseident & CEO, Soleil Global Advisors Japan Co.,Ltd.


Shin Kubo CFA, CMA is President and Chief Executive Officer of Soleil's Japan subsidiary, Soleil Global Advisors Japan Co., Ltd. Shin's career history can be described as "a long journey in search of investment excellence." Prior to joining Soleil Japan, Shin was a founding member and Chief investment Officer of Mizuho Global Alternative Investments (“MGAI”), a dedicated alternative investment arm of Mizuho Financial Group.  Before working at MGAI, he was a senior research analyst at Russell Investment Group (f.k.a. Frank Russell), one of the global top-tier managers of multi-manager funds including fund of hedge funds.  Shin started his investment career at Sumitomo Life Insurance Company in 1985.Shin was graduated form Hitotsubashi University, Tokyo, Japan receiving B.A. in Social Science in 1985.


Yoshito Sakakibara, Japan Strategist, Soleil Global Advisors Japan Co., Ltd.


Yoshito Sakakibara is Japan Strategist of Soleil Global Advisors Japan Co., Ltd. Yoshi Sakakibara joined Soleil Japan in December 2017. At Soleil, Yoshi's proprietary research on the Japanese economy and the global financial markets supports the marketing team's efforts to promote its investment products and strategies to the investor base it covers by helping deepen their understanding of the market.  Prior to joining Soleil, Yoshi was Chief Economist at JPMorgan Asset Management (Japan) Ltd., for almost 15 years.  Before JPMAM, Yoshi spent nine and a half years as a sell-side economist, starting his career at Solomon Brothers Asia Limited. Moving to Goldman Sachs and Merrill Lynch Japan Securities.Yoshi has B.A. (Liberal Arts) in Social Sciences from International Christian University (ICU) in Japan, and also holds Master of International Affairs (MIA), in Economic Policy Analysis, from School of Global Policy and Strategy (GPS) at University of California, San Diego (UCSD).


 


Disclaimer:

 

Somer Hatano is a registered representative of IVP Capital, LLC (“IVP”), a SEC registered broker-dealer and member of FINRA.  IVP is third party marketer for various financial services providers and entities.  IVP is not affiliated with the providers or entities on whose behalf material is distributed and is not authorized to bind such entities.  This document and any attachments are confidential, are subject to copyright and are intended solely for the identified recipient(s) and may not be passed on or disclosed to any other person. The information and any opinions contained herein have been obtained from or are based on sources, which are believed to be reliable, but the accuracy or completeness cannot be guaranteed.  No responsibility can be accepted for any direct or consequential loss arising from the use of, or reliance on, this information.  Prospective investors should rely only on the information contained in the applicable prospectus and other offering documents. Any investment or investment services referred to are not available to non-accredited investors who must not make use of this information.  The material provided is intended for sophisticated, accredited investors meeting certain criteria under U.S. Securities Laws and/or eligibility requirements set forth in applicable offering documents and who can accept the risks associated with such an investment including its complete loss.  This document is for information only and is not an offer to sell or an invitation to invest in any entity or to provide any investment advisory services.  Past results are not necessarily indicative of future performance.  This is not an offer, or solicitation of any offer, to buy or sell any security, investment or other product. Any questions regarding this material should be directed to IVP at oliver@ivp-capital.comor (212)308-0940.

 

*This event agenda, including speakers, is subject to change without notice.

Have questions about Soleil Japan Forum 2018? Contact Soleil Global Advisors

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When & Where


WeWork Bryant Park
54 West 40th Street
New York, NY 10018

Thursday, May 24, 2018 from 1:00 PM to 8:00 PM (EDT)


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Organizer

Soleil Global Advisors

Soleil Global Advisors LLC (“Soleil”), a marketing and consulting firm specializing in bridging the Japanese and the global investment markets with the offices in New York City and Tokyo, Japan, was founded by Somer Hatano in October 2015. Soleil’s unique edge leverages the founder’s strong relationships with a wide network of market participants that she developed over 20 years of experience in the alternative investment industry. By setting its foundation on the three pillars of cross-cultural, bilingual and geographical advantages, Soleil seeks to narrow market gaps.  Ms. Hatano is also a registered representative of IVP Capital, LLC (“IVP”), a SEC registered broker-dealer and member of FINRA. IVP is third party marketer for various financial services providers and entities.  Soleil’s Japan subsidiary Soleil Global Advisors Japan Co., Ltd., is a financial instruments intermediary service provide registered in Japan with the Director of the Kanto Local Finance Bureau of the Ministry of Finance (Kin-chu) No. 832.

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