Connecting Japanese capital with global infrastructure
The Infrastructure Investor Tokyo Forum was home to the gathering of Japans most active and influential fund managers and institutional investors.
Valuable insights were shared into Japanese investor’s current appetite for the asset class, the long term resilience of the asset class, whilst a whole host of other topical issues were discussed. These actionable insights will enable the 2024 attendees to safeguard their investments moving forward whilst forging long term connections and broadening their fundraising horizons.
More insights, more fundraising opportunities at the Tokyo Forum:
350+ infrastructure professionals
200+ investors
60+ speakers
15+ countries participating
2024 investors included:
Key themes discussed at the Forum:
- Merits of investing in higher-risk assets as opposed to core infrastructure in the current economic environment.
- How to find value in growth technologies?
- The role of data in ESG investing
- How has the depreciating yen impacted on LPs’ investment strategies?
- Battery storage and the growing demand for grid-scale batteries
Perks of the Tokyo Forum
Gain transformative insights
Share perspectives on Asian investment strategies, learn more about Korean investor appetite and identify high-yield assets across the region with leading investment practitioners
Expand your fundraising horizons
The Tokyo Forum is home to 150+ investors, gain access to them with across our 2 networking days and secure your next investment.
Build a global network of influential investors
Create and nurture sustainable relationships with infrastructure’s elite by using our sophisticated networking platform.
Investor Forum
12-13 September
Connect with over 300 influential leaders in the infrastructure sector for two days of unparalleled networking and knowledge sharing.
Australia Forum
22 October
The Infrastructure Investor Australia Forum will be returning to Melbourne this October. This event offers an opportunity to connect and engage with Australia’s leading investors.
2024 Agenda
For more information on speaking at the Japan Korea Week, please contact Andrew Wolff
E: andrew.w@pei.group
Agenda
Tokyo Forum - Day 1 - Thursday 13th
Registration and networking l 受付&ネットワーキング
PEI Opening Remarks (English) l PEIの開会挨拶 (英語)
Keynote Presentation: Infrastructure and Japan’s investment screening regime (English) l 基調講演:インフラストラクチャーと日本の投資審査制度 (英語)
Keynote Panel: Infrastructure investing at maturation: Will it remain a resilient asset class? (English) l 基調パネル: 成熟期のインフラ投資:今後も強靱な資産クラスとなりうるか?(英語)
- How will the interest rate environment and continuing geopolitical uncertainty shape GPs’ investment strategies going forward?
- Will the impact of digitalisation and decarbonisation continue to drive investment opportunities in the asset class?
- 2023 was a challenging year for fundraising – are GPs seeing stronger interest in 2024?
Break l 休憩
Panel: Seizing on the growth opportunities in the energy transition (English) l パネル:エネルギー転換の成長機会をつかむ (英語)
- How do you find value in growth technologies such as hydrogen and carbon capture?
- What are untapped or niche areas of the energy transition to look at with the most growth potential?
- How should LPs view supply chain and regulatory challenges when making investments?
Don Dimitrievich
Portfolio Manager, Senior Managing Director, Energy Infrastructure Credit, Nuveen
Read bioPresentation: Climate Resilient Infrastructure – Unlocking the Value of Resilience (English) l プレゼンテーション:気候変動に強いインフラ- レジリエンスの価値を解き明かす (英語)
Lunch and Networking l 昼食&ネットワーキング
Panel: The rise and rise of infrastructure secondaries (English/ Japanese) l パネル :インフラセカンダリーの台頭 (英語/日本語)
- What are the key market drivers spurring on the growth of infrastructure secondaries?
- Understanding the pricing dynamics of the current secondaries market
- How can secondaries investing benefit Japanese LPs as a means of J-curve mitigation?
Joji Takeuchi
Executive Manager, Private Asset Investments, Strategic Fund Investment Group, Asset Management One
Read bioPanel: Investing in infrastructure through an ESG lens (English/ Japanese) l パネル:ESGレンズを通したインフラ投資 (英語/日本語)
- The case for ESG: why it should be at the forefront of Japanese LPs’ investing decisions in the asset class
- The role of data in ESG investing: are we moving towards greater standardisation?
- Successful case studies where ESG integration has created long-term value for infrastructure assets
Panel: Equity vs Debt – which is the better strategy in the current market? (English) l パネル:エクイティ対デット - 現在の市場でより良い戦略は? (英語)
- How have infrastructure debt GPs performed in the current interest rate environment?
- Does infra debt have a comparative advantage to equity in light of the current global economy?
- Which types of deals will be attractive for infrastructure debt in the near-to-mid-term?
Panel: Specialise or diversify? What are the optimal investing strategies for Japanese LPs in the current environment? (English) l パネル:専門化か多様化か? 現在の環境において日本のLPの最適な投資戦略は何か? (英語)
- How has the macroeconomic climate impacted on asset allocations?
- What are the correlations and synergies between investing in GX and DX? (energy transition & digital)
- What are the main drivers behind the increasing number and size of sector specific funds in the market? Where are the opportunities in the mid-market?
Panel: Spotlight on the Australian market (English) l パネル:オーストラリア市場に焦点を当てる (英語)
- Are there still major privatisation investing opportunities in the pipeline?
- Investing in Australian mid-market renewables
- Understanding the current local regulatory environment – help or hindrance?
Presentation: Spotlight on renewables assets (English) l プレゼンテーション:再生可能なアセットに焦点をあてる (英語)
Break l 休憩
Presentation: Finding value in European mid-market infrastructure (English) l プレゼンテーション:欧州でのインフラストラクチャーミッドマーケットにおける価値を見つける (英語)
Panel: Japanese LPs – still bullish for increasing infrastructure allocations? (Japanese) l パネル:日本のLPは、インフラへ資産配分をさらに増やすことに依然楽観的か? (日本語)
- As Japanese LPs now have some track record in the asset class – how do they evaluate their commitments so far?
- How has the depreciating yen impacted on LPs’ investment strategies?
- What are the lessons learnt so far from their investments? Would they have made any changes in retrospect?
Cocktail Reception l カクテルレセプション
Agenda
Tokyo Forum - Day 2 - Friday 14th
II Membership breakfast briefing (English) l II メンバーシップ朝食ブリーフィング (英語)
Registration and networking l 受付&ネットワーキング
PEI Opening Remarks (English) l PEIの開会挨拶 (英語)
Keynote Presentation (English) l 基調講演 (英語)
Kikuko Emae
Senior Director and Head of Infrastructure, Government Pension Investment Fund (GPIF)
Read bioKeynote Panel: Accelerating Japanese institutional capital into infrastructure and alternatives (Japanese) l 基調パネル:日本の機関投資家のインフラとオルタナティブ投資への資金投入を加速させる (日本語)
- What structural and regulatory changes need to be made to help accelerate LPs investments into infrastructure and private markets? What is the future role of the gatekeeper model in this context?
- Which Japanese LPs have found the most success from allocating to infrastructure and what are the takeaways that other Japanese investors can learn from their success?
- Corporate pension funds are still lagging; how do we enable them to invest more in private markets and infrastructure?
Tadasu Matsuo
Managing Director and Head of Global Alternative Investments, Japan Science and Technology Agency (JST)
Read bioYasuhiko Hama
General Manager, Infrastructure Investment Group, Real Asset Investment Department & General Manager, Investment Planning Group, Investment Strategy Department, Tokio Marine Asset Management
Read bioBreak l 休憩
Panel: Japan’s domestic renewable energy investing challenge – where is the deal flow? (English/ Japanese) l パネル: 日本国内での再生可能エネルギー投資における課題 – ディールフローどこにあるのか?(英語/日本語)
- Corporate PPAs and renewables, navigating investment opportunities in the post FIT era
- Battery storage and the growing demand for grid-scale batteries – where are the investing opportunities for private capital?
- Are there opportunities in investing in niche power assets that may have been overlooked?
Panel: Moving up the risk curve – the case for investing in core plus and value add (English) l パネル:リスクカーブの上昇 - コアプラスとバリューアッドへの投資事例 (英語)
- What are the relative merits of investing in higher-risk assets as opposed to core infrastructure in the current economic environment?
- As competition has increased for core-plus infrastructure assets, are returns still as attractive as in previous years? Are deals harder to access?
- Which subsectors and geographies have the strongest growth potential?
Lunch and Networking (followed by Close of conference) l 昼食&ネットワーキング (フォーラム終了)
Our speakers in 2024:
Ryusuke Bushimata
Director, Research Division & Legal Office, International Bureau, Ministry of Finance, JAPAN
Yasuhiko Hama
General Manager, Infrastructure Investment Group, Real Asset Investment Department & General Manager, Investment Planning Group, Investment Strategy Department, Tokio Marine Asset Management
Tadasu Matsuo
Managing Director and Head of Global Alternative Investments, Japan Science and Technology Agency (JST)
Koji Someno
Head of Real Asset Fund Investment Div., Alternative Investment Department, Dai-ichi Life Insurance Company
Joji Takeuchi
Executive Manager, Private Asset Investments, Strategic Fund Investment Group, Asset Management One
Thank you to our 2024 sponsors
Pre-Event Resources
Apply for a complimentary Institutional Investor pass
Complimentary investor passes are limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.
Apply for a pass and a member of our team will be in touch to confirm your eligibility.
Find your next investment opportunity
Find your next investment, discover revolutionary insights here
Network with your peers
Our investor-only breakfasts, networking breaks, lunches make up a small percentage of the opportunities you will have to enrich your network, exchange valuable perspectives with your investor peers and diversify your investment strategy.
Gain expert insights
Safeguard your investments by hearing from our industry-leading speaker line-up, discover the latest trends and stay aligned with future innovations in the market.
Explore opportunities
Discover remarkable investment opportunities in sectors including emerging markets, energy transition, infrastructure debt and more.
Meet with the best and brightest funds
Connect and arrange one-to-one meetings with infrastructure’s biggest fund and asset managers in the market.
Apply for a complimentary pass
Complimentary investor passes are limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.
Apply for a pass and a member of our team will be in touch to confirm your eligibility.
日本の資本を世界のインフラと結びつける
「Infrastructure Investor Tokyo Forum」で、日本の最も影響力のある機関投資家とのつながりを強化し、資金調達の可能性を高めませんか?
このフォーラムは、対面のネットワーキングを通じて、日本の投資家がこの資産クラスに対してどのような選好を抱いているかを把握する貴重な機会です。また、この資産クラスの長期的な強靭性を探求し、将来の投資を確実にする知見を深めることも可能です。
ぜひ、「Infrastructure Investor Network」のメンバーシップを取得し、2024年6月に開催する東京フォーラムにご参加ください。
2023年の投資家参加企業は以下の通りです。
東京フォーラムの主要テーマは次のとおり:
・ 現在の経済環境におけるコアインフラストラクチャーに対する高リスク資産への投資メリット
・ 成長技術における価値発見の方法
・ ESG投資におけるデータの役割
・ 円安がLPの投資戦略に与える影響
・ バッテリー蓄電システムと増加するグリッドスケールバッテリーの需要
Japan Korea Weekの詳細を見る:
さらなる洞察で、より強固な戦略を練る:
並外れたネットワーキング:
世界中の3,000人以上の投資家やマネージャーのグローバルネットワークにアクセスしましょう。イベント前にミーティングを予約し、「Infrastructure Investor Network」の会員として、イベントを超えて会話を続けましょう。
業界リーダーの声を聞く:
アジアで最も経験豊富で成功を収めているインフラ投資の実務者から、貴重なインサイトを得ませんか?
資金調達を進める:
最もアクティブな日本および韓国の機関投資家との出会いにより、資金調達の可能性を拡大しましょう。
機関投資家向け無料パスを申し込む
部の無料パスは、年金基金、保険会社、政府系ファンド、プライベートウェルスマネージャー、財団、基金、ファミリーオフィス、または企業の投資部門を代表する、対象者であるインストゥルメンタルなアロケーター、機関投資家、および個人投資家のために用意されています。
イベントに参加するためには、こちらで興味がある話題を登録してください。弊社のチームメンバーがお問い合わせいただいた方の資格を確認するために連絡させていただきます。