Conference / Seminar, Global Passport, Institutional Asset Management, Value Investing, Virtual Events & Programming

Japanese Corporate Reform: Unlocking Decades of Undervaluation

Tuesday, April 14 | 6:00 PM - 8:30 PM

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Overview

This event will examine the most significant corporate reforms underway in Japan, led by the Tokyo Stock Exchange (TSE) and JPX Exchange Group. These reforms—including enhanced board independence, mandated cost-of-capital awareness, improved capital allocation, and the reduction of cross-shareholdings—are reshaping the landscape for investors and Japanese corporates alike, unlocking deep and persistent undervaluation. The event will feature a presentation by the JPX representative in New York, followed by a diverse panel discussion comprised of an actively invested asset allocator, a Japan-focused portfolio manager, and a senior executive from a Prime Market-listed Japanese company. The program will explore how reforms are being implemented, how investors are responding, and what may drive a sustained re-rating of Japanese equities. The session is intended to provide CFA members and the broader investment community with timely insights into a structural shift in one of the world’s most important equity markets.

Agenda

5:30 PM | REGISTRATION


6:00 PM | OPENING REMARKS

Toru Shindo, CFA, Chief Investment Officer, United Nations Joint Staff Pension Fund


6:10 PM | KEYNOTE SPEAKER

Haruyuki Yamashita, CFA, Head of Policy Engagement, Tokyo Stock Exchange


6:40 PM | PANEL DISCUSSION Moderator

Yoshiko Yamaguchi, CFA, Founder and CEO, Soya Japan

Panelists

Timothy Foley, Founder/Co-CIO, Edwall Management, LP

Amy Shigemi Hatta, CFA, Outside Director, Nomura Holding America Inc.

Haruyuki Yamashita, CFA, Head of Policy Engagement, Tokyo Stock Exchange

Yuko Taniuchi, Head of US Investor Relations, Hitachi, Ltd.


7:20 PM | Q&A


7:40 PM | CLOSING REMARKS

Matt Haynes, CIO and Portfolio Manager, 1949 Value Advisors LLC


7:45 PM | NETWORKING RECEPTION

Sake tasting experience kindly provided by


Dassai Blue

Alcohol service is restricted to attendees 21 years of age or older. Government-issued photo ID will be required.