Amundi has been organizing the Amundi Investment Day in Europe for many years, and we are pleased to extend this tradition to Asia along with the continuous growth of the Group in the region.
Christian Pellis, Global Head of Distribution, Amundi
We are excited to have many prominent speakers to join us for this 2-day event in Tokyo, the conference will provide a high quality platform for new ideas exchanges for our clients.
Julien Fontaine, President, Amundi Japan

The game changing policies of Japan - Abenomics

Tatsuo Yamasaki
Former Vice Minister of Finance for International Affairs, Ministry of Finance, Japan

Mr Yamasaki served as the Vice Minister of Finance for International Affairs of Japan since July 2014 until July 2015. Prior to that, he was assigned as the Director-General of the International Bureau of the Japanese Ministry of Finance in August 2012, after serving for two years as the Senior Deputy Director-General of the Bureau.

Mr Yamasaki joined the Ministry of Finance in 1980. He worked as the Chief Economist of the Japan Bank for international Cooperation (JBIC)from 1997 to 2000, based in Singapore.

Between 2000 and 2008, he served as the Director and the Deputy Director-General in the International Bureau of the Ministry of Finance.

From 2008 through 2010, he worked as the Deputy Commissioner for International Affairs of the Japanese Financial Services Agency. During this period, he also assumed the position of Vice chairman, Executive Committee of the International Association of Insurance Supervisors (IAIS).

Fund distribution landscape and challenges in Asia

Mark Wei
Chairman, KGI Bank

Mark Wei is currently the Chairman of KGI Bank and he has assumed this role since September 2014. Between 2010 to 2014, he was the Chairman of KGI Securities Co., Ltd.

Prior to that, during 2005 to 2010, he was with AIG subsidiaries in Taiwan, as Chairman of AIG Investments, AIG Wealth Management Services, and AIG General Insurance (Chartis), respectively. Mark helped AIG to acquire local Central Insurance in 2007 and sold AIG Wealth Management Services to Bank of East Asia in 2009 during AIG crisis.

In year 2000 to 2005, Mark’s role was insurance regulator, including Director General of Insurance Bureau of Financial Supervisory Commission, Insurance Commissioner of Ministry of Finance, and President of Taiwan Insurance Institute. Before that, he spent 9 years from 1991 to 2000 as securities regulator, including Division Director of Corporate Finance and International Affairs of Securities & Futures Commission, as well as Section Chief of Investment Management. Earlier in his career from 1985 to 1991, Mark was appointed by the Taiwan Ministry of Economic Affairs, working at foreign commercial service in Washington, D.C., U.S.A.

Mark holds a MBA (International Business) from George Washington University, Washington, D.C.(1991) and a MS (Financial Management) from Benjamin Franklin University, Washington, D.C. (1987). He obtained K.T. Lee Administration Medal in 2016 and was an Eisenhower Fellow from Taiwan in 2004.

The challenges and opportunities in the US

Kenneth J. Taubes
Head of Investment Management U.S., Executive Vice President, Pioneer Investments

Ken Taubes is Head of Investment Management U.S. of Pioneer Investment Management, Inc., the U.S. investment division of Pioneer Investments. He is Portfolio Manager of Pioneer Strategic Income Fund, Pioneer Bond Fund, Pioneer Multi-Asset Real Return Fund, Pioneer Funds – Strategic Income, Pioneer Funds – U.S. Dollar Aggregate Bond and Pioneer Funds – Multi-Asset Real Return. He is also Portfolio Manager of Pioneer Investments' Core and Core Plus strategies for institutional clients. In addition, he oversees the equity and fixed income portfolio management and research analyst staff in the U.S., and is chairman of the U.S. Investment Committee and a member of the U.S. Management Committee.

Prior to joining Pioneer Investments in 1998, Ken spent seven years with Putnam Investments in Boston, most recently as senior vice president and senior portfolio manager for over US$15 billion in fixed income assets for more than 30 institutional accounts and 15 open-end mutual funds.

Ken also served as Senior Vice President and corporate treasurer of Home Owners Savings Bank in Boston, New England’s largest thrift holding company and one of the nation’s largest mortgage banks, where he worked from 1986 to 1990. He began his career in 1980 with Bank of New England as a treasury officer in the bank’s international treasury division.

He holds a BS in accounting from Syracuse University’s Utica College (1980) and a MBA from Suffolk University (1985).

Andrew Acheson
Portfolio Manager, Senior Vice President, Pioneer Investments

Andrew Acheson is Senior Vice President of Pioneer Investment Management, Inc., the U.S. Investment Division of Pioneer Investments, Portfolio Manager and Leader of the U.S. Growth Team, based in Boston.

As Head of the Growth Team, Andrew is responsible for managing a number of strategies. Since 2007, he has been Portfolio Manager of Pioneer Fundamental Growth Fund and was appointed Portfolio Manager of Pioneer Funds – U.S. Fundamental Growth in 2010. Andrew is Portfolio Manager of the U.S. Concentrated Growth Strategy and has also managed the Pioneer Independence Fund since November 2001 and Pioneer Azionario America since 1999. Before relocating to Pioneer Investments’ Boston office in 2001, Andrew was Portfolio Manager of various Luxembourg and Italian domiciled U.S. Equity funds in our Dublin office. From 1994 to 1999, he worked as U.S. Portfolio Manager at Setanta Asset Management in Dublin and as Assistant U.S. Portfolio Manager at Norwich Union Investment Management in England. Andrew has been actively managing U.S. Equity portfolios since 1994, and since 2000, managing derivatives (primarily equity futures, and equity options) which are used in a number of portfolios under his management.

Earlier in his career he was a Captain in The Queen’s Royal Irish Hussars, a British cavalry regiment. He served in the U.K., Germany and the Middle East, including Gulf War I. He holds an MBA from Cranfield School of Management, England (1994).

A glance of the future technology and lifestyle

Shaun Cochran
Global Head of Thematic Research, CLSA

Shaun Cochran is Global Head of Thematic Research at CLSA. He assumed this role in April 2016 and is responsible for coordinating the group’s global efforts across the most enduring and transformational themes that will drive financial markets over the next decade. Prior to that he was country head in Korea. He joined CLSA in January 2005 as a financials analyst, becoming Head of Research for Korea in March 2007. From a research perspective, Shaun was responsible for the Korean product, equity strategy and bank sector coverage. He was regularly ranked in II and the top five of Asiamoney’s top-30 Korean analysts. He was also cited by Starmine for leading stock picking and earnings accuracy. Before joining CLSA, he was an Accenture business strategy consultant, heading up Shareholder Value Analysis for North Asia financials. That role also involved projects in Australia, extensive work throughout Asia and some additional work in Europe. A business graduate of the University of Technology in Sydney, Shaun is a CFA charterholder.

Disruptive trends in the world

Yoshio Matsushita
Partner, Innovation Leader, Consumer Product and Retail Sector Leader in Asia Pacific Region and Japan, Deloitte Japan

Yoshio Matsushita is Partner, Innovation Leader as well as Consumer Product and Retail Sector Leader in Asia Pacific Region and Japan at Deloitte Japan.

Yoshio is engaged in the innovation strategy and innovation management. He developed incubation center strategy and business plan for a major Japanese real estate company. He also developed a proposal for Special Economic Zone Strategy to Tokyo Metropolitan Government with major Japanese companies (FSI, MFG, Startups). Moreover, he developed and shared Digital Transformation practices in Consumer Products and Retail sectors to deliver innovations to clients.

On the other hand, Yoshio led and coordinated Deloitte internal Innovations in Japan by leveraging Deloitte Global Innovation strategy and assets (Analytics, Startups network, Fintech, Digital Marketing, RPA). Besides, he is the alliance partner for MIT Media Lab and Singularity University.

Fintech: How financial institutions in Asia prepare for the future?

Vito Giudici
Senior Partner, McKinsey Japan

Vito is a core leader of McKinsey’s Global Banking Practice and chairs the Asia Banking Knowledge Committee. Before transferring to Tokyo, he led the Retail & Private Banking Practice in Europe, the Middle East, and Africa. He helped banks, insurance companies, and other financial institutions enhance their operations, bringing key insights on topics ranging from growth strategy and service model to sales performance and cultural/behavioral transformation.

During his time at McKinsey, Vito has been involved in an array of transformational programs in which he guided the design and launch of successful banking and insurance businesses. He has also driven implementation of large-scale commercial and operational enhancement programs.

Recent projects that he has worked include designing and implementing an innovative multichannel business model for a large international retail bank and counseling on merger management between two of Europe’s largest multinational banks. Vito was also instrumental in conducting a major transformation program to improve branch network sales performance, which involved changing front-line mindsets and behaviors at a multinational financial institution.

Vito is well regarded by the banking community for his knowledge and his publications on retail banking topics, including retail distribution, digital banking, and consumer finance.

MEET THE INSIDER 1

Yasuhiro Wakebayashi
Chairman and Founder, Nihon M&A Center Inc.

Ageing population and low birth rate lead to a lack of successors for family businesses, and owners sell their businesses to large corporates or funds; what are the implications to the Japan’s economy as a whole? A sharing by Mr. Yasuhiro Wakebayashi, Chairman and Founder of Nihon M&A Center Inc.

Nihon M&A Center is the largest independent M&A advisory firm in Japan that specializes in supporting friendly M&A among small and medium enterprises. In the past 26 years, the company has completed approximately 3,500 M&A deals.

Visit the website

MEET THE INSIDER 2

Norihiro Takehara
President and CEO​, Infocom Corporation

There are increasing demand in medical and elderly care services. How non-healthcare companies capture business opportunities raised from the ageing phenomenon? A sharing by Mr. Norihiro Takehara, President and CEO of Infocom Corporation.

For over 30 years, Infocom has led the Information and Communication fields in Japan by providing a wide range of specialties and products, including offering mobile first e-commerce experiences and digital contents for consumers; and developing IT systems and operation management services for enterprises. Infocom also offers IT consulting to mobile phone providers, hospitals, public offices, schools, research organizations, and other businesses.

Visit the website
DAY 1, 20th July 2017, Thursday
Hotel Gajoen Tokyo
08:30 – 09:00

Registration & Welcome Coffee

09:00- 09:10

Opening speech

Christian Pellis, Global Head of Distribution, Amundi

09:10 - 09:20

Welcome remarks

Julien Fontaine, President, Amundi Japan

09:20 – 09:50

The challenges and opportunities in the US

Kenneth J. Taubes, Chief Investment Officer, U.S. Investment Management, Amundi Pioneer

09:50 – 10:50

MEET THE INSIDERS

Is ageing population a burden or an opportunity for the economy? In Japan, family businesses are sold to large corporates due to lack of successors; and there are increasing demand in medical and elderly care services. Let’s hear what the insiders say. – A sharing from a Japanese M&A advisor/business broker and a Japanese IT solutions provider


Moderator:

Taisuke Fujita, Head of Active Japan Department, Amundi Japan


Panelists:

Norihiro Takehara, President and CEO, Infocom Corporation

Yasuhiro Wakebayashi, Chairman and Founder, Nihon M&A Center Inc.

10:50 – 11:10

Coffee Break

11:10 – 11:50

MEET THE THOUGHT LEADER 1

Disruptive in the world

Yoshio Matsushita, Partner, Innovation Leader, Consumer Product and Retail Sector Leader in Asia Pacific Region and Japan, Deloitte Japan

11:50 – 12:30

How to invest in the ageing and disruptive megatrends?

Vafa Ahmadi, Head of Thematic Equities Management, CPR Asset Management

Wesley Lebeau, Thematic Equities Portfolio Manager, CPR Asset Management

12:30 – 14:00

Lunch

14:00 – 14:30

The game changing policies of Japan - Abenomics

Keynote speaker:
Tatsuo Yamasaki, Former Vice Minister of Finance for International Affairs, Ministry of Finance, Japan

14:30 – 15:30

PANEL DISCUSSION

Towards a World of Game Changers – Trump, Brexit, Protectionism, Populism…, where are the opportunities?


Moderator:

Yasunori Iwanaga, Chief Investment Officer, Amundi Japan


Panelists:

Kenneth J. Taubes, Chief Investment Officer, U.S. Investment Management, Amundi Pioneer

Mo Ji, Chief Economist, Asia ex-Japan, Amundi Hong Kong

Alexandre Drabowicz, Deputy Head of Equities, Amundi

Marie-Anne Allier, Deputy Global Head of Fixed Income, Amundi

15:30 – 15:50

Coffee Break

15:50 -16:25

The game changing reform and innovations in India

Sidharth Mahapatra, Director, Investment, Amundi Hong Kong

16:25 -17:00

Amundi digital tools for distributors and asset managers

Bertrand Pujol, Deputy Head of Retail Marketing, Amundi

Marie-Pascale Bonhomme, Director, Amundi Retail Partnerships Asia, Amundi Singapore

18:00 -18:30

Sake Tasting

18:30 – 21:00

Dinner

A glance at the future technology and lifestyle

Guest Speaker:
Shaun Cochran, Global Head of Thematic Research, CLSA

21:00 -

Networking Cocktail

DAY 2, 21st July 2017, Friday
Workshops: Amundi Japan Office
After Workshops: Hibiya Palace
08:45 - 09:00

Morning Coffee

 

WORKSHOP A

WORKSHOP B

09:00 – 09:30

[A1] First Eagle

The 150-year-old investment wisdom meets the changing world

By Hiroaki Sato, First Eagle Investment Specialist, Amundi Japan

[B1] Capital Protection Strategies

Customizing derivative-free capital protected/guaranteed solutions – uncover the black box

By Isabelle de Malherbe, Head of Product Specialists, Structured Solutions, Amundi

09:30 – 10:00

[A2] US equity

S&P 500 continuously reaches historical highs, how should investors position their US exposures going forward?

By Andrew Acheson, SVP, Portfolio Manager & Leader of the U.S. Growth Team, Amundi Pioneer

[B2] Japanese equity

Some researches said Japan could be the trade of the decade, why and how – the turnaround story of Japanese equity

By Yasunori Iwanaga, Chief Investment Officer & Taisuke Fujita, Head of Active Japan Department, Amundi Japan

10:00 – 10:30

[A3] US fixed income

While conventional wisdom says rising interest rate environment is not favourable to bond market, do investors have the full picture?

By Kenneth J. Taubes, Chief Investment Officer, U.S. Investment Management, Amundi Pioneer

[B3] European equity

Amid Brexit and all changes across Europe, should investors turn a blind eye to European equity or is it something investors should not omit?

By Alexandre Drabowicz, Deputy Head of Equities, Amundi

10:30 – 11:00

Company tour in Amundi Japan Office

11:30 – 12:00

(Depart for Hibiya Palace, the lunch venue)

Fund distribution landscape and challenges in Asia

Mark Wei, Chairman, KGI Bank

12:00 – 12:40

MEET THE THOUGHT LEADER 2

Fintech: How financial institutions in Asia prepare for the future?

Vito Giudici, Senior Partner, McKinsey Japan

12:40 – 14:00

Lunch & Close of the Conference

14:00 - 17:30

Social Networking Activities

Edo Tokyo Museum -> The Sumida Hokusai Museum -> Edo NOREN

Amundi Japan Office

Address: Hibiya Dai Bidg, 19~21F, 1-2-2, Uchisaiwaicho, Chiyoda-ku, Tokyo, 100-0011
Tel: +81 3-3593 5900
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Hotel Gajoen Tokyo

Address: 1-8-1, Shimomeguro, Meguro-ku, Shibuya, Japan, 153-0064
Tel: +81 3-3491-5111
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Hibiya Palace

Address: 1, Hibiya Park, Chiyoda-ku, Tokyo 100-0012
Tel: +81 3-5511-4122
Visit the website