In partnership with Nishimura & Asahi, Bayfront Law, CSC and DBS Bank are assembling esteemed experts to share comprehensive insights into Japan's financial landscape. Focusing on macroeconomics, private equity and venture capital developments, this event provides a profound exploration of the fundamentals of fund raising.
Seize the chance to establish invaluable connections and engage with a diverse community of asset managers. Register today to expand your horizons in international fund raising and broaden your network.
DBS銀行は、西村あさひ法律事務所 、Bayfront Law、CSCとの共催のもと、著名な専門家を招き、日本の金融情勢に関する包括的な洞察をテーマにセミナーを開催いたします。マクロ経済、プライベート・エクイティ、ベンチャー・キャピタルの発展など、このイベントではファンドレイジングの基本について深く掘り下げます。
本イベントを、多様なアセットマネージャーコミュニティと交流するきっかけとして頂ければ幸いです。
国際的なファンドレイジングへの視野を広げ、ネットワークを広げる場として、皆さまのご参加をお待ちしております。
Event Date:
日付 :
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4 October 2023 (Wednesday)
2023年10月4日(水曜日) |
Event Time:
時間 :
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Registration: 1.30pm-2.00pm
Event: 2.00pm-5.00pm
受付: 1.30pm-2.00pm
セミナー: 2.00pm-5.00pm
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Venue:
会場 :
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Otemachi, Chiyoda-ku, Tokyo, Japan*
* Full Address will be shown in the confirmation email
東京都千代田区大手町 *
* 会場の詳細は登録確認メールにてお送りいたします。
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Language:
言語 :
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English & Japanese
(Simultaneous translation into English and Japanese will be provided)
英語および日本語
(セミナー当日は、同時通訳が入ります。)
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Agenda
アジェンダ
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Registration
セミナー受付
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Opening Remarks - James Lo
開会のあいさつ - James Lo氏
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Macro-economic Outlook in Japan and Asia - Nathan Chow
日本とアジアにおけるマクロ経済の見通し - Nathan Chow氏
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PEVC developments in Japan - Naoko Hasegawa
日本におけるプライベート・エクイティおよびベンチャー・キャピタルの発展 - 長谷川 尚子氏
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Japan Licensing Regime in connection with Japan Fund Raising - Yoshiharu Kawamata
日本におけるファンドレイジングに関するライセンス制度 - 河俣 芳治氏
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Panel: International and Domestic Japan Fund Raising Dynamics
パネルディスカッション:国内外の日本におけるファンドレイジングのダイナミクス
- Fund raising trends in Japan
日本におけるファンドレイジングの潮流
- Cayman fund structures in Japan
日本におけるケイマンファンド・ストラクチャー
- Tax implications
税金の影響
Panellist:
パネリスト:
Agnes Chen, Carol Liu, Mikihito Kuraya, Reijiro Samura, Yucheng Fan
Agnes Chen氏, Carol Liu氏, 倉谷 樹人氏, 佐村 礼二郎氏, Yucheng Fan氏
Moderator:
司会者:
Rajesh Appadoo
Rajesh Appadoo氏
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Coffee Break
コーヒーブレイク
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Panel: Capital Markets
パネルディスカッション:キャピタルマーケッツ
- Pros & Cons of different exit strategies e.g. block sale, IPO on Tokyo Stock Exchange
異なる出口戦略(ブロック取引、東京証券取引所でのIPOなど)の利点と欠点
Panellist:
パネリスト :
Louis Rabinowitz, Mikihito Kuraya, Yucheng Fan
Louis Rabinowitz氏,倉谷 樹人氏, Yucheng Fan氏
Moderator:
司会者 :
Simon Yip
Simon Yip氏
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Q&A Session
質疑応答
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Networking Drinks
ネットワーキング
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Speakers
講演者
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James Lo
Executive Director, Institutional Treasury Management, Institutional Banking Group, DBS Bank (Hong Kong)
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Mr. James Lo joined DBS in 2011.
He heads up the Institutional Treasury Management within the Institutional Banking Group at DBS Bank, Hong Kong Branch.
With 20 years’ experience in the banking industry, he focuses primarily on corporate wealth management for non-bank financial institute (NBFI), paytech/fintech/tech startups and cash rich corporates.
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Nathan Chow
Executive Director, Senior Economist, Group Research, DBS
Bank (Hong Kong)
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Mr Nathan Chow is DBS Bank’s Executive Director and Senior
Economist and he joined us in May 2011.
Mr Chow is responsible for monitoring the market development
of offshore RMB businesses and the macroeconomic conditions
in Greater China. He conducts economic/ investment seminars
on a regular basis for the public and internal staff across
Asia, spanning from Singapore, Hong Kong, Taipei to Shanghai
and Beijing. Mr Chow also provides training for internal
staff with an aim to support sales programmes. As a guest
speaker, he delivers lectures for postgraduates on MBA
courses at the University of Hong Kong and the Chinese
University of Hong Kong.
Prior to joining DBS Bank, Mr Chow had stayed with China
International Capital Corporation Limited, China Investment
Corporation and Hong Kong Monetary Authority as economist
and analyst. Mr Chow’s expertise focuses on macroeconomics
and financial market research.
Mr Chow speaks regularly to the electronic media such as
Bloomberg, Thomson Reuters, Wall Street Journal, TVB, NowTV,
and Cable TV and various print media, like Financial Times,
Fortune, Asiamoney, and China Daily providing his
professional insights on finance and economics. Mr Chow also
speaks on economic forums and conferences, such as those
convened by Hong Kong Exchanges and Clearing, Treasury
Markets Association, and Hong Kong Institute of Bankers.
Mr Chow holds a Bachelor and a Master degree in Economics
from Simon Fraser University.
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Agnes Chen
Regional Managing Director, APAC, CSC
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Agnes is the Regional Managing Director of APAC for CSC and
also the Country Managing Director of CSC. In December 2022,
CSC have acquired Intertrust, and Intertrust is now part of
the CSC group.
Agnes has over 16 years of operational and executive
management experience in the Banking, Trust, Wealth
Management Planning/Structuring, Compliance and Fund
Administration services sector. She has acted as Board of
Director, Board Advisory Member, non-executive Director and
Council on client structure management, investments,
operational entities, listed companies as well as licensed
asset management, Trust Companies and fund management
entities.
Agnes majored in Finance, a qualified Trust Estate
Practitioner under the Society of Trust and Estate
Practitioner (STEP) and a qualified Practitioner in
International Compliance and Anti-Money Laundering by
Central Law Training UK.
Agnes has also in her own capacity attained LinkedIn 2018
Power Profiles of the Year, Hong Kong region. Agnes has also
been invited in judging panels and attained many
professional awards and portfolios.
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Yoshiharu Kawamata
Partner, Nishimura & Asahi
河俣 芳治氏
パートナー
西村あさひ法律事務所
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Yoshiharu is a partner in our finance practice, specializing
in banking, asset management, private equity, mutual funds,
securities, and other financial and international
transactions. As a leading partner in our investment funds
team, he advises Japanese and international clients on all
aspects of asset management.
Yoshiharu has extensive experience in various areas of
international and domestic investment fundraising, including
private equity, venture capital, mezzanine, infrastructure,
real estate, and commodity funds, and is regularly consulted
by top-ranked US and UK law firms for advice on Japanese
regulatory matters. He frequently advises financial
institutions and major companies, including banks, insurance
companies, and private/government pension funds on their
investments in international and domestic alternative funds
in a timely and flexible manner. He also worked at the New
York office of a Japanese mega bank (MUFG Bank) as a
secondee, and has expertise in compliance-related matters
relating to financial institutions.
PEファンドなど各種オルタナティブファンドの組成、投資に幅広い経験と深い知識を有する。金融機関への出向経験から金融関連規制対応への知識、経験も豊富。
投資ファンドの組成を含む金融取引、金融商品取引業その他の金融関連規制への対応等を主要な業務分野とする。国内外のファンド運用業者、銀行、保険会社、証券会社、事業会社、公的・私的年金、海外法律事務所などをクライアントとして、プライベートエクイティ(PE)ファンド、ベンチャーキャピタル(VC)ファンド、インフラファンド、不動産ファンド、メザニンファンド、コーポレート・ベンチャー・キャピタル(CVC)など、各種オルタナティブファンドの組成、投資に幅広い経験と深い知識を有する。投資顧問を含めたアセットマネジメント業務全般に精通。ボストン大学ロースクールLL.M.(Banking
& Financial
Law)修了後、三菱UFJ銀行米州法務室(在ニューヨーク)に出向。金融機関への出向経験から金融関連規制対応への知識、経験も豊富。
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Naoko Hasegawa
Head of Japan Data & Research Management, Preqin
長谷川 尚子氏
Preqin日本データ&リサーチヘッド
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Naoko Hasegawa is Head of Japan Data & Research
Management at Preqin Tokyo, responsible for Japan-based
Alternative investment players’ data. Prior to Preqin, Naoko
had 10+ years experiences at global banks such as MUFG and
Lloyds bank, where she engaged in Financial Institutions
sales, Project Finance Credit and Research. She has been
always passionate about bridging Japanese investors and
Global financial market.
Naoko holds a Bachelor in Economics in the University of
Tokyo and Master in Business Administration (MBA) in INSEAD.
三菱UFJ銀行、英Lloyds銀行シンガポール支店など国内外の金融機関にて約10年間、金融法人営業や審査・リサーチ業務に携わる。2022年8月より現職、国内投資家とグローバル市場をつなぐ一助になることを目指している。
東京大学経済学部卒、仏INSEADにて経営学修士(MBA)を取得。
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Reijiro Samura
Chief Executive Officer, Alternative Investment Capital
佐村 礼二郎氏
代表取締役社長
エー・アイ・キャピタル株式会社
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Mr. Reijiro Samura serves as the President and CEO at
Alternative Investment Capital Limited, since April, 2017.
He served as the Chief Investment Officer at the firm since
November 2016. Prior to that, he served as the Director at
Mizuho Global Alternative Investments from 2013 through
2016. Also he served as the Managing Partner and Head of
Secondary Investment Group at Tokyo based private equity
firm, Ant Capital Partners Co., Ltd. From 2005 through 2013.
Previously, he was the Head of Alternative Investments at
the Mitsubishi Trust and Banking Corporation beginning in
1990His previous experiences also included corporate
finance, aircraft finance, and import finance at the
Export-Import Bank of Japan. He holds a B.S. in Economics
from the Osaka University in Japan.
1990年大阪大学卒業。三菱信託銀行株式会社(現三菱UFJ信託銀行株式会社)に入社後、大阪支店、日本輸出入銀行(現株式会社国際協力銀行)への出向を経て、国際営業開発部にて航空機ファイナンス業務に従事。2001年WestLB
Asset Management(USA)に派遣後、同行クレジット投資部オルタナティブ投資グループのグループマネージャーとしてプライベート・エクイティを含むオルタナティブ投資を担当。2005年日興アントファクトリー株式会社(現アント・キャピタル・パートナーズ株式会社)に入社し、執行役員兼セカンダリー投資グループのマネージング・パートナーを務める。2013年みずほグローバルオルタナティブインベストメンツ株式会社に入社し、プライベート・インベストメンツ運用部門の立ち上げを行い、同社取締役調査・運用部門長を務める。2016年エー・アイ・キャピタル株式会社に入社し、執行役員副社長チーフ・インベスト・オフィサーを経て、2017年4月同社代表取締役社長に就任。
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Yucheng Fan
Partner Hong Kong, Harneys
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Yucheng Fan is a partner in our Investment Funds group based
in our Hong Kong office. He specialises in British Virgin
Islands and Cayman Islands fund matters, advising on the
structure, formation, launch, and maintenance of all types
of funds, including private equity funds, venture capital
funds, hedge funds, and fund of funds utilizing corporate
(stand-alone and SPC), partnership as well unit trust
structures.
Yucheng also covers transactions related to Web 3.0 space
(digital assets, cryptocurrencies and blockchain),
representing fund managers, investors and start-ups,
including how offshore BVI and Cayman entities play a role
when funds and fintech start-ups raise funds via methods
such as Crypto funds, Web 3.0 funds, decentralised finance
(DeFi), decentralised autonomous organisation (DAO) and
simple agreement for future tokens (SAFT).
Yucheng is one of the only offshore lawyers with a Japanese
attorney qualification (Bengoshi), practising British Virgin
Islands and Cayman Islands law. His fluency in the Japanese
language, familiarity with both Japanese general and
business culture, as well as a legal career at both leading
Japanese onshore and Cayman-headquartered offshore law
firms, helps to differentiate his practice and offering in
the market.
Yucheng frequently speaks at market leading events on topics
related to funds and Web 3.0 space.
Prior to joining Harneys, Yucheng was at the Hong Kong
office of another offshore law firm and also worked with
Anderson Mori & Tomotsune in Japan (which included a
secondment to Hengeler Mueller in Dusseldorf, Germany). He
also completed a legal apprenticeship at The Legal Training
and Research Institute of the Supreme Court of Japan.
Yucheng is native in Japanese and Mandarin, fluent in German
and English.
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Carol Liu
Partner, Kirkland & Ellis
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Carol Liu is a private investment funds partner of Kirkland
& Ellis. She routinely advises and leads teams of
lawyers advising global and Asian fund sponsors on
structuring and forming private investment funds across a
wide variety of strategies, including buyout, growth
capital, venture capital, fund of funds, private credit
fund, co-investment funds and separate managed accounts, in
sectors across healthcare, TMT, consumer, the financial
sector and others. She is frequently called upon to advise
clients on delicate sponsor internal issues, such as
designing carried interest and other compensation
incentives, advising equity stakes transactions and
succession planning issues. Clients also turn to Carol on a
wide range of complex fund-related transactions, including
GP-led restructuring of investment funds, fund tender
offers, stapled secondaries, secondary purchase and sale of
limited partner interests, and other complex transactions.
Ranked as a “Band 1” lawyer in investment funds by Chambers
Global and Chambers Asia-Pacific in 2022 and 2023, Carol has
been recognized for several years as a leading lawyer by a
number of other reputable legal publications, including
Legal 500 Asia-Pacific, IFLR1000 and Who's Who Legal.
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Mikihito Kuraya
Partner, Financial Services, EY Japan
倉谷 樹人氏
パートナー
EY税理士法人
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Mikihito Kuraya has over 24 years of experiences in
international tax and transaction tax. Mikihito has advised
global fund managers on their fund and investment structures
for investment in Japan assets, including financial
instruments, real estate and infrastructure assets. Mikihito
has also advised on outbound investment structure for
Japanese investors / clients. His client base consists of
Japanese and global international financial institutes,
investment management companies, and fund managers,
including public and private real estate funds managers and
private equity funds managers. In particular he is focused
on tax advice for inbound and outbound fund structure and
investment structure, tax advise on cross border financial
products, tax advise on corporate transactions and tax due
diligence and tax advice for investment management
companies.
2023年EY税理士法人に再入社。再入社前はEY税理士法人及び他のBig4に属する税理士法人に約11年勤務。その他に米国系投資銀行の税務部や独立系投資ファンドのCOOにて勤務。EY税理士法人におけるWAMセクターリーダー。24年以上の国内・国際税務コンサルティング、税務申告書作成業務に従事し、日系、外資を問わず金融機関、ファンドマネージャー(投資信託からオルタナティブファンドまで)運用業、不動産業を中心に担当。外資系ファンドによる日本の不動産投資・インフラ投資・プライベートエクイティ投資に係るファンド・ストラクチャリングや投資スキームを含めた税務アドバイス、税務申告書作成業務も数多く従事。日本人投資家による海外投資にかかる税務アドバイスに従事。
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Rajesh Appadoo
Commercial Director, Fund Services, Intertrust Singapore, a
CSC Company
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Rajesh is the Commercial Director – Fund Services in
Intertrust Singapore. He has over 22 years’ experience in
financial services, of which more than 14 years were in the
Funds Industry. He specializes in fund administration and
related services, and has extensive experience with various
fund structures investing across asset classes.
In his current role, Rajesh provides clients with pragmatic
and commercial solutions to complex issues while ensuring
clients receive a high quality of service.
Rajesh started his fund administration journey in 2012. A
Mauritian national, Rajesh relocated to Singapore in 2008 to
assist an Asset Management Company expand its operations
here. He has served as director on the Board of various Real
Estate, Infrastructure and Private Equity funds in Singapore
and was also a Board member for a number of client
companies.
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Louis Rabinowitz
Partner, Kirkland & Ellis
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Louis Rabinowitz is a capital markets partner in the Hong
Kong office of Kirkland & Ellis. His practice focuses on
capital markets transactions, representing issuers and
underwriters in SEC-registered, Rule 144A and Regulation S
offerings of high yield and investment grade debt,
convertible bonds and equity securities. He has significant
experience in high yield bond offerings. He is experienced
in securities offerings by issuers based in Australia,
Cambodia, China, Hong Kong, India, Indonesia, Japan, Macau,
the Philippines and Vietnam. His industry experience
includes financial services, gaming, natural resources, real
estate and renewable energy. He is ranked by Chambers as a
leading international lawyer for India capital markets. He
previously worked in Japan and is fluent in Japanese.
In 2022 – 2023, Louis was recognized as a “Notable
Practitioner” for capital markets: debt by IFLR1000. He was
also recommended as an “India Expertise Based Abroad” for
capital markets by Chambers Asia Pacific.
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Simon Yip
Vice President, Institutional Treasury Management,
Institutional Banking Group, DBS Bank (Hong Kong)
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Simon Yip, CFA, FRM is a Team Lead of Institutional Treasury
Management at DBS Bank (Hong Kong) Limited and he joined us
in Sep 2017.
Mr Yip is responsible for client relationship management
focusing on the fund industry. His team provides wide range
of corporate banking products and services to asset managers
and funds including private equites and hedge funds, mostly
from Asia especially Greater China.
He has over 12 years of extensive experience in the banking
industry. Mr Yip worked in different international banks
prior to joining DBS.
Simon holds a Bachelor of Business Administration Degree of
the Hong Kong University of Science and Technology and is a
CFA chartered holder and certified FRM.
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