23 May 2023 (Tuesday)
Track 1
Coriander, 2/F Grand Hyatt Tokyo
Global strategy/economics
Alex Redman, CLSA
Eric Fishwick, CLSA

Time
8:00
8:50

Track 2Basil, 2/F Grand Hyatt Tokyo
Closed

9:00
9:50

Japan strategy
Nicholas Smith, CLSA

Japan tourism, gaming and tech services
Jay Defibaugh, CLSA
Yingbo Xu, CITICS

10:00
10:50

ESG/board composition
Tracy Gopal, CEO & Founder, Third Arrow Strategies

Japan tourism
David Atkinson, CEO, Konishi Decorative Arts & Crafts

11:00
11:50

Monex GroupOki Matsumoto, Chairman & CEO

China strategy
Peijing Qin, CITICS

12:00
12:50

Global consumer
Daniel Langer, CEO, Equite Consulting

Value-able insights
John Seagrim, CLSA

13:00
13:50

Japan Exchange Group
Hiromi Yamaji,
Director & Representative Executive Officer, Group CEO(Topic: Tokyo Stock Exchange outlook)

Japan consumer and retail
Jun Kato, CLSA
Nigel Muston, CLSA

14:00
14:50

Osaka Expo and reopening
Hirofumi Yoshimura, Governor, Osaka Prefectural Government

Property, Reits, logistics
Masahiro Mochizuki, CLSA
Shinji Yoshida, CLSA
Yew Kiang Wong, CLSA

15:00
15:50

Japan property outlook
Hiroshi Okubo, Head of Research, CBRE
Scott Callon, Chairman, Ichigo
Naoya Nakata, Managing Director, PAG Real Estate

Japan casinos

16:00
16:50

Economics, politics and social systems
Leo Lewis, Tokyo Correspondent, Financial Times

Tourism - what’s next?
Maximilian Mackee, Founder & CEO, Kammui Inc
Benjamin Wong, CEO & Co-Founder, Tricolage Inc
Terrie Lloyd, Founder & CEO, Japan Travel

17:00
17:50

KKR and Private Equity in Japan
Hirofumi Hirano, Partner, Co-Head of Private Equity for KKR Asia
Pacific, and Chief Executive Officer of KKR Japan

Japan as a global brandDave McCaughan, Thought-leader and Storyteller, Bibliosexual

24 May 2023 (Wednesday)Time

Track 1Coriander, 2/F Grand Hyatt Tokyo

Track 2Basil, 2/F Grand Hyatt Tokyo

8:00
8:50

China/Japan crossborder M&A

Machinery and factory automation
Morten Paulsen, CLSA

9:00
9:50

ESG, multi-stakeholder dialogue
Ken Shibusawa, Senior Advisor, Brunswick

Advantest
Koichi Tsukui, Director, Senior Executive Officer, CTO Leader,
ATE Business Group

10:00
10:50

Shiseido
Masahiko Uotani, Representative Director, Chairman and CEO

Energy policy outlook
Nobuo Tanaka, CEO & Special Advisor, Sasakawa Peace Foundation

11:00
11:50

China macro
Dr Ming Ming, CITICS

SPE chips and components outlook
Amit Garg, CLSA
Yu Yoshida, CLSA

12:00
12:50

Automation outlook in China
Hugh Cao, Managing Director, IDG Capital

FICC product session

13:00
13:50

Asahi Group
Atsushi Katsuki, President and Representative Director, CEO

Automotive in a Japan and China context
Xinchi Yin, CITICS
Chris Richter, CLSA

14:00
14:50
15:00
15:50

China Reality Research viewpoint
Lance Noble, CLSA
Oliver Matthew, CLSA
Technology at the service of beauty
Kei Sugawara, Director & CFO, iStyle Inc.
Louis Chen, Executive VP and Chief Strategy Officer, Perfect Corp
Arthur Chang, CEO, UCO.comP

Investing in Japan innovation

Private equity impact on Japan investment

16:00
16:50

Manufacturing policy

Intro to CLSA’s EQD product

17:00
17:50

Hong Kong Exchanges and Clearing Limited

Nabtesco
Atsushi Habe, Managing Director

Notes: This agenda is subject to change.
Lunch will be available for the 12:00 sessions.

P = Private company.

Certificates of Attendance are available to download on our conference website, forums.clsa.com. Please note that CPT points can only be granted by delegates’internal compliance department.
© Copyright 2023 CLSA. All Rights Reserved

Updated as of 5 May 2023

(Topic: Robotics)

25 May 2023 (Thursday)Time

Track 1Coriander, 2/F Grand Hyatt Tokyo

Track 2Basil, 2/F Grand Hyatt Tokyo

8:00
8:50

Medtech, DX SaaS and smidcaps
Kazue Yanagisawa, CLSA
Steven Liu, CLSA
Hideo Noda, CLSA

Winners in energy, materials and heavies
Edward Bourlet, CLSA
Yifan Zhang, CLSA

9:00
9:50

Labour law and reforms
Colin Jones

Hydrogen
Eiji Ohira, Strategy Architect, NEDO

10:00
10:50

Supply chains, fragility and AI
Shota Ishii, CEO, Sapiat

Nippon Sanso
Alan Draper, Executive Officer & Chief Financial Officer

11:00
11:50

Softbank Group
Yoshimitsu Goto,
Board Director, Corporate Officer, Senior Vice President,
CFO & CISO

Industry insights

12:00
12:50

ESG and renewables: Dreams vs reality
Andrew DeWit, Professor, Rikkyo University
Yuriy Humber, President, Yuri GroupDX and SaaS in Japan
Shinji Asada, Co-Founder & CEO, One Capital

13:00
13:50

ChatGPTAmit Ranjan
Japan FSI, Consumer Transformation Leader, Microsoft

Japan defence policy
Junichi Fukuda, Senior Research Fellow,
Sasakawa Peace Foundation, Institute for International Policy Studies

14:00
14:50

Fintech developments
Makoto Shibata, Head of Research, Finolab
Pieter Franken, Fintech Pioneer

Social inequality and the environment
Kohei Saito, Associate Professor, The University of Tokyo

15:00
15:50

Adding value to labour through DX
Eric Wei, Founder & CEO, Dimes
Jordan Fischer, Co-Founder & CEO, Zehitomo

Nuclear fusion
Takaya Taguchi, CEO, Helical Fusion

16:00
16:50

Future of cloud in Japan

Technopro
Takeshi Yagi, President, Representative Director and CEO

17:00
17:50

Decarbonisation
Dr Xianbing Liu, Research Leader of Climate and Energy Area,
Institute for Global Environment

Bengo4.com
Taichiro Motoe, CEONotes: This agenda is subject to change.
Lunch will be available for the 12:00 sessions.

P = Private company.

Certificates of Attendance are available to download on our conference website, forums.clsa.com. Please note that CPT points can only be granted by delegates’internal compliance department.
© Copyright 2023 CLSA. All Rights Reserved

Updated as of 5 May 2023