Tadasu Matsuo
Managing Director and Head of Global Alternative Investments, Japan Science and Technology Agency (JST)
Connecting Japanese capital with global infrastructure
The Infrastructure Investor Tokyo Forum, part of the Japan Korea Week, will gather Japan’s most influential fund managers and institutional investors for two days of unrivalled networking opportunities and insights from the brightest minds.
More insights, more fundraising opportunities.
400+ infrastructure professionals
200+ investors
60+ speakers
2024 LP attendees included:
Key themes
- Digital infrastructure & AI: Emerging opportunities for Japanese LPs
- Japanese LP evolution: What is driving their investment strategies in light of the current market?
- US infrastructure market: Decarbonisation efforts, regulatory impacts, and policy changes under a second Trump administration
- Corporate PPAs in Japan: Driving demand for renewables and shaping the future of energy storage
- The role of the strategic investor: Collaborations and lessons learned from investing in Japan’s infrastructure
2024's speakers included:
Don't miss the region's industry leading event.
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.
2024 Agenda
For more information on speaking at the Japan Korea Week, please contact Andrew Wolff
E: andrew.w@pei.group
View agenda page
Agenda
Tokyo Forum - Day 1 - Thursday 13th
All times in JST; Live Sessions with Japan Investors Simultaneous translation in Japanese and English
08:30 - 09:00
Registration and networking l 受付＆ネットワーキング
09:00 - 09:10
PEI Opening Remarks (English) l PEIの開会挨拶 (英語)
09:10 - 09:30
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)
Ryusuke Bushimata
09:30 - 10:20
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)
Daniel Kemp,
Niall Mills,
Achal Bhuwania,
Tara Davies,
Rob Kupchak,
Mounir Corm
- 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?
10:20 - 10:50
Break l 休憩
10:50 - 11:40
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)
Yuriy Humber,
Neil Doherty,
Maximilian Lindner,
Peter Schümers,
Don Dimitrievich,
Isabella Pacheco
- 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 bio
11:40 - 12:00
Presentation: 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)
Ross Israel
12:00 - 13:10
Lunch and Networking l 昼食＆ネットワーキング
Stream A: Risk Return and Sustainability 持続可能性とエネルギー転換
13:10 - 14:00
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)
Jingjing Bai,
Joji Takeuchi,
Shigefumi Kuroki,
Toru Masuda,
Kevin Chang,
Alistair Ray
- 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 bio
14:00 - 14:50
Panel: 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)
Takaaki Hoshino,
Philip Kent,
Wakako Taniguchi,
Jean-Pascal Asseman,
Chengchen Qian,
Tom Maher
- 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
14:50 - 15:30
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)
Sayaka Iwase,
Jorge Camina ,
Claus Fintzen,
Spencer Ivey
- 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?
Stream B: Infrastructure investing strategies インフラ戦略とセクター
13:10 - 14:00
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)
Hiroto Asakawa,
Serkan Bahceci,
Jamie Storrow,
Joost Bergsma,
Omar Jaffrey
- 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?
14:00 - 14:50
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)
Kirsten Whitehead,
Tom Taylor,
Danny Latham,
Michael Bessell,
Andrew Killesteyn
- 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?
14:50 - 15:10
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)
Yngve Slyngstad
15:30 - 16:00
Break l 休憩
16:00 - 16:30
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)
Guillaume d’Engremont
16:30 - 17:30
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)
Takako Koizumi,
Koji Someno ,
Tomoya Hori,
Miho Hosoya,
Takeshi Ito,
Taketo (Tuck) Furuya
- 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?
17:30 - 18:30
Cocktail Reception l カクテルレセプション
Agenda
Tokyo Forum - Day 2 - Friday 14th
All times in JST; Live Sessions with Japan Investors Simultaneous translation in Japanese and English
08:30 - 08:50
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)
Andrew Rodriguez
09:00 - 09:30
Registration and networking l 受付＆ネットワーキング
09:30 - 09:35
PEI Opening Remarks (English) l PEIの開会挨拶 (英語)
09:35 - 09:55
Keynote Presentation (English) l 基調講演 (英語)
Kikuko Emae
Kikuko Emae
Senior Director and Head of Infrastructure, Government Pension Investment Fund (GPIF)
Read bio
09:55 - 10:40
Keynote 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)
Hidekazu Ishida,
Tadasu Matsuo,
Yasuhiko Hama,
Hideto Minegishi
- 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 bio
Yasuhiko Hama
General Manager, Infrastructure Investment Group, Real Asset Investment Department ＆ General Manager, Investment Planning Group, Investment Strategy Department, Tokio Marine Asset Management
Read bio
10:40 - 11:10
Break l 休憩
11:10 - 12:00
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)
Hirokazu Yamaguchi,
Jose Antonio Millan Ruano,
Toshiaki Isoi,
Kenjiro Okamura,
Oliver Senter
- 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?
12:00 - 12:50
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)
Alexander Wellsteed,
Dr. Mathias Bimberg,
Sam Lissner,
Nick Riordan,
Harsh Agrawal,
Jerome Sousselier
- 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?
12:50 - 13:50
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)
If you are interested in speaking at the Seoul Forum, please contact Andrew Wolff
Our 2024 speaker line-up
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 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
Put your capital to the right place
Network with your peers
Our LP-only breakfast, lunch and networking breaks are just some of the opportunities you will have to enrich your network, exchange valuable perspectives with your LP peers and diversify your investment strategy.
Gain expert insights
Safeguard your investments by hearing from our industry-leading speakers, 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 your 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。
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