PEI責任ある投資カンファレンスがアジアに初上陸

責任ある投資で価値を創る

第1回「PEI 責任ある投資フォーラム:東京」が2020109に開催されます。日本の大手機関投資家、ファンド運用会社、主要戦略パートナーが一堂に会し、ESG(環境・社会・企業統治)の最新トレンドおよび効果的な導入方法を議論し、プライベートエクイティポートフォリオの価値創出を図ります。

過去10年の間、責任ある投資戦略が世界中で脚光を浴びてきており、その流れがアジアにも波及しました。日本の最大手LPでは投資過程にESGを織り込む動きが主流となっており、日本の巨大機関投資家から資本配分を受けるうえで、ESGを組み込むのは不可欠となっています。

プライベートエクイティ市場に主眼をおいたこのフォーラムは、市場トレンドの最前線で責任ある投資戦略について考察することと、こうした戦略が日本の主要LPの資本配分にどう影響するのかを見極める好機となります。

PEI 責任ある投資フォーラム:東京は、アジアを代表するストラテジストや世界的オピニオンリーダーとの人脈を築く格好の機会です。国際的なプライベートエクイティ(PE)案件に向けた日本での資本調達や、アジアのPEポートフォリオにESGを組み込むことを検討されている場合は、ぜひこのフォーラムにご出席ください。

PEI ではコロナウイルスCOVID-19世界的流行状況継続的監視ゲストの安全会議品質確保万全くしていますこちらをクリックして詳細をご覧ください。

プライベートエクイティ分野の責任ある投資リーダーが集合

投資家とつながる

日本のLPはプライベートエクイティにおける企業統治をどのように投資尺度とし、運用者を選定するのでしょうか。また、日本での効果的な資金調達はどのような手法でしょうか。これらの疑問の回答が得られます。

企業統治分野第一人者意見

投資家のリターンを追求するというプライベートエクイティファンド運用者の主な責任と、ESG方針とのバランスを取る日本のLPのニーズがわかります。

アジアでの議論を主導

アジア初のカンファレンスが開催される東京でPEI 責任ある投資コミュニティに加入すれば、プライベートエクイティでの持続可能な価値創出に関する議論を主導していくことができます。

アドバイザリーボードの紹介

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責任ある投資グローバルシリーズ 出席者コメント

GRESB

Rick Walters, Director, Infrastructure

このカンファレンスでは、ESGと投資の先行きが大胆に示されました。特に、それぞれの資産クラスにおける資金の流れは大いに参考になりました。出席してよかったです。

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Intentional Endowments Network

Georges Dyer

PEIの責任ある投資フォーラムには、プライベートエクイティ投資でESG要因を考察する、世界の主要有識者と実務家が勢揃いしていました。

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Clayton Dubilier & Rice

Daniel Jacobs

ESGを投資戦略に組み込むことを真剣にお考えなら、このカンファレンスは見逃せません。

出席者の健康が最優先

コロナウイルス(COVID-19)に関して

ここ数か月、コロナウィルス(COVID-19)の感染は驚異的な勢いで広がっています。弊社は主催イベントへの出席、およびイベント出席に伴う国内外の移動に関して、地方や国当局に加えてWorld Health Organization (WHO)の最新ガイダンスを参考にしながら、慎重に状況を見守っています。現時点では、PEI Responsible Investor Forum:Tokyoは、主席者の健康と安全保護に十分注意したうえで、2020年10月9日に開催される予定です。

カンファレンス中は、出席者の健康と安全を守るため、健康および衛生に関して次の措置が講じられます。

  • 抗菌効果のある手指消毒液を洗浄入り口および会場随所に配置
  • 衛生に関する最も効果的な予防対策の標識を入り口と手洗い所に配置
  • 出席者は感染者と過去に接触していないことを自己申告する必要あり

ウィルスに関する追加情報、衛生に関する効果的な助言、旅行時の推奨事項については、WHOのウェブサイトをごください

すぐおをご予約ください金銭的なリスクなく、早期予約特典けられます。状況がさらに悪化した場合、救済手段が適用されることがあります。詳細はこちら

にご不明がおありの場合、弊社カスタマーサービスチームまでおわせください。電話:+852 2153 3844 またはEメールasiaevents@peimedia.com

グローバルファンドに資本を配分するプロセスで最前線に立つ有力LPと交流

PEI 責任ある投資フォーラムが東京にて開催されます。日本のLPにとっては、業界のプライベートエクイティ第一人者との交流機会となります。影響力が特に大きいLPとGPのみが出席するため、あらゆる接点が貴重になります。

ESG関連の課題は、PEIが取り上げる記事の中でも常に上位を占めるトピックです。弊社レポーターは世界中の資産運用会社が責任ある投資を実践する方法と、プライベートエクイティへの投資を検討するLPが求める要素とを継続的に追跡し、調査しています。

主なトピック

  • プライベートエクイティにおけるESGの対処
  • ESGとテクノロジーとの関係
  • プライベートエクイティでESGがファンダメンタルな要因となる理由
  • 投資家が関心を高める環境
  • ビッグデータとESG

PEI 責任ある投資フォーラム2020 要約をダウンロード

主な内容-

投資家が最も重視するESG要因

LPが気候変動の立場を明言

ESGをトップが率先すべき理由

ESG活動で過去10年から得られた教訓

ESGでリターンを向上する方法

その他

 

2020年のプログラムについては、Niann Lai (Eメール:niann.l@peimedia.com)にお問い合わせください。
Day 1
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Agenda

Day 1 - Friday 9th

Day 1
08:00 - 09:00

Registration and coffee

09:00 - 09:20

Welcome from PEI and Chair's opening remarks

09:20 - 09:50

Opening panel: Addressing ESG in private equity

• How ESG has evolved into a strategy in private equity and how it is making a difference for LPs
• Asia’s best practices of integrating ESG into private equity investments
• How have LPs transformed their mindsets to incorporate ESG into their plans
• Frontier market – can LPs invest in developing markets and in compliance with ESG?

09:50 - 10:10

FSA address

• What practices can LPs adopt to improve governance culture, especially in the Japanese context?
• Updates on Japan’s corporate governance, sustainable initiatives and engagement
• Fiduciary duty and what is next?

10:10 - 10:40

Case studies: When technology met ESG

• What are the technologies being used by private equity firms?
• Cyber risks, security issues and future technologies

10:40 - 11:10

Networking refreshments

11:10 - 11:40

LP interview: Why ESG fundamental to the private equity investment

• How to set an ESG ambitious which is achievable target
• What is the timeline to measure performance?
• Why ESG matters to LPs? Which LPs are most focused on it?

11:40 - 12:20

Panel: Embracing diversity and inclusion

  • Japan is facing a talent shortage with its ageing population, and women empowerment could be one of the solutions. What to do in this talent war?
  • With today’s technology and social network, what are the issues we face in acquiring talent and how we can improve it?
  • How a diverse team goes hand-in-hand with high performance and provides powerful motivational insights?
  • How to future-proof your workforce?

 

12:20 - 13:00

Panel: Climate investors turn up the heat

  • Tackle climate change through private equity and what LPs need to do
  • Converting policy into practice: Why climate change will affect the ability to generate high-level long-term return and span the portfolio?
  • Considerations of upcoming initiatives
13:00 - 14:10

Networking lunch

14:10 - 14:40

Presentation: Big data and ESG

• The value of big data on ESG and benchmark for ESG performance
• In what way to support GPs to develop robust ESG capabilities amidst emerging expectations to manage risks and opportunities?

14:40 - 15:20

Panel: ESG due diligence

• While enhancing the data disclosure and growing a culture of transparency are important, do investors have enough analysis tools and how could they be used?
• Why ESG performance should be measured at a more granular level?
• Best practices in integrating ESG factors during the investment process from due diligence stage to post-transaction

15:20 - 15:50

Networking refreshments

15:50 - 16:20

Panel: ESG in multi-asset portfolio

  • ESG risks and opportunities across asset classes: real estate, infrastructure and private debt
  • Analysing challenges associated with the current Japan’s roadmap
  • Can ESG be used a part of long term and sustainable value creation strategy?
16:20 - 16:50

Closing LP panel

• What are the key considerations for LPs as it relates to responsible investment? Can a nuanced approach make a big change?
• Is ESG the top priority in your KPI of asset managers?
• To achieve investment returns within an ESG framework, how to apply this during the manager selection process and differentiate the asset managers?
• In the next ten years plan, what are the challenges? How to evolve the responsible investment through 2021 and beyond?

16:50 - 17:50

Chair’s remarks and close of conference

議題を形成している業界全体の専門家

アドバイザリーボードの紹介

Sophia Cheng

CIO, Cathay Financial Holdings

Sophia Cheng is the Chief Investment Officer of Cathay Financial Holdings and also teaches in the Department of Intl Business of National Taiwan University. Sophia has 25 years of experience in research and investment with last position acting as Cha… Read full bio

Shuichi Hayashida

Head of Japan, World Bank Group, MIGA

Shuichi Hayashida is Head of Japan and Senior Underwriter for the Multilateral Investment Guarantee Agency (MIGA), the political risk insurance and credit enhancement arm of the World Bank Group. Hayashida works out of Tokyo office to further the Wor… Read full bio

Ryuichi Horie

Co-founder and Chief Executive Officer, CSR Design Green Investment Advisory

Horie is Co-founder and CEO of CSR Design Green Investment Advisory, Co., Ltd., which focuses on advisory on ESG integration in the real estate and infrastructure sectors as well as research on policy and market with respect to sustainable finance. H… Read full bio

Takahiro Kato

Executive Officer, Head of Global Fund Investment, DBJ Asset Management

Takahiro Kato is responsible for investments in infrastructure and energy funds as a gate keeper, which includes not only global and regional universe but also Japanese domestic infrastructure mandate. Takahiro joined DBJ group in 1995, and experienc… Read full bio

Keith Lee

Senior Vice President, Asia Sustainable Finance, WWF

Keith is co-head of the WWF Asia Sustainable Finance team and leads the team’s workstream on responsible investment. This involves developing and guiding the execution of the team’s strategy to accelerate the uptake of responsible investment best pra… Read full bio

Therése Lennehag

Head of Sustainability, EQT Partners

Therése Lennehag is Head of Sustainability at EQT since 2014. Since joining EQT Partners in 2009, she has worked closely with the organization on integrating responsible investment and ownership practices to capture the investment and business opport… Read full bio

Alex Lynn

Senior Reporter, Private Equity International

Alex Lynn is Senior Reporter for Private Equity International in Hong Kong, where he’s responsible for breaking news, commentary and analysis of the Asia-Pacific private equity markets. Alex previously spent two years covering EMEA private equity mar… Read full bio

Liza McDonald

Head of Responsible Investments, First State Super

Liza has over 20 years’ experience in the superannuation sector, and is a specialist and passionate advocate for Responsible Investments. As Head of Responsible Investments, she has led the development and implementation of the Fund’s Responsible Inv… Read full bio

Heather McLeish

Director - Financial Services Advisory, EY Consulting

Heather McLeish is a Director EY Advisory focusing on business development in the Financial Services Sector. Heather started her career in EY Japan by building the Climate Change and Sustainability Services (CCaSS) practice in 2015 and was responsibl… Read full bio

Rilwan Meeran

Portfolio Manager, Head of Impact Investments, MassMutual

Rilwan is a Portfolio manager and Head of Impact investing at MassMutual. Rilwan has 20 years of private equity, investment banking, and operations experience. Prior to MassMutual, Rilwan was with Flat World Partners, where he was Director of Impact… Read full bio

Shoji Misawa

Managing Director , Strategic Investment Department, Energy and Eco Services Headquarters, ORIX Corporation

Shoji Misawa serves as Managing Director at the Strategic Investment Dept. within Energy and Eco Service Business HQ in ORIX Corporation (ORIX). ORIX currently operates over 1GW of renewable energy platform throughout Japan. Misawa joined ORIX in 198… Read full bio

Ryo Ohira

Head of East Asia, Managing Director, Neuberger Berman East Asia

Ryo Ohira, Managing Director, joined the firm in 2004. Ryo is the Head of Neuberger Berman East Asia Ltd. He also serves on Neuberger Berman’s Operating Committee and the Partnership Committee. He is responsible for building franchise and growing bus… Read full bio

Kim Schumacher

Lecturer in Sustainable Finance and ESG, Tokyo Institute of Technology

Dr Kim Schumacher is a Lecturer in Sustainable Finance and ESG at the Tokyo Institute of Technology. His research focuses on ESG data and impact metrics, sustainable finance frameworks, green bonds, natural capital valuation, ecosystem services, rene… Read full bio

Megan Starr

Global Head of Impact, The Carlyle Group

Megan Starr is the Global Head of Impact for The Carlyle Group. She is based in New York. In her role, Ms. Starr works to design and execute Carlyle’s cohesive, long-term impact strategy. She also oversees the dedicated ESG team, which leads the firm… Read full bio

Soichi Sam Takata

Head of Private Equity, Tokio Marine Asset Management

Soichi Sam Takata has been with Tokio Marine Asset Management since the creation of the private equity investment team in 2002. Before that, Mr. Takata was at Tokio Marine & Nichido Fire Insurance (Tokio Marine) working in their alternative inves… Read full bio

Sayaka Takatsuka

Senior Director, Impact Investment Team, Shinsei Corporate Investment

After engaging in Economic and Commercial Section in Argentine Embassy in Japan, Ms. Takatsuka has worked for Shinsei Bank Group since 2004 at principal investment area, including non-performing loan investment, securitization, real-estate non-recour… Read full bio

Shunsuke Tanahashi

Representative Director and President, Partners Group Japan

Shunsuke Tanahashi is Head of Partners Group's Tokyo office and Head of Partners Group Japan Kabushiki Kaisha, Client Solutions for Japan as part of the Asian Client Solutions business unit. He was a member of Expert Group Member of PRI in 2005, and… Read full bio

Jun Tsusaka

CEO, CIO and Chairman of the ESG Committee, Nippon Sangyo Suishin Kiko (NSSK)

Jun Tsusaka is a Founding Partner, CEO and CIO of Nippon Sangyo Suishin Kiko Ltd. (NSSK), an investment firm focused on Japanʼ s middle market. He is also Chairman of the Firm’s ESG, Diversity and Inclusion Committee. NSSK currently manages three inv… Read full bio

Miyuki Zeniya

Head of Sustainable Finance and General Manager, Investment Planning Department & Responsible Investment Department, The Dai-ichi Life Insurance Company

Ms. Miyuki Zeniya is Head of Sustainable Finance at The Dai-ichi Life Insurance Company whose AUM is about 36 trillion yen and is General manager of Corporate Planning Unit of Dai-ichi Life Holdings. She is responsible for ESG integration for all ass… Read full bio
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PEI 責任ある投資フォーラム:東京は組織にとって、世界的な責任ある投資案件を積極的に検討・模索する日本のLP、およびプライベートエクイティ業界の国際的な有力意思決定者と交流する、またとない機会となります。

2020年の特別スポンサーパッケージについては、スポンサーチーム(Eメール:asiasponsorship@peimedia.comまたは電話:+852 2153 3846)にお問い合わせください。

2020年のプログラムについては、Niann Lai (Eメール:niann.l@peimedia.com)にお問い合わせください。