Programme

Tatsuo is Managing Director and Head of Quant Team in Investment Division at Japan Post Bank since 2016, and he is a member of the ALM Committee. He is responsible for all quantitative analysis including asset allocation, front risk management and investment strategies as well as developing trading systems for the investment division. From 2018, he is also responsible for Rates and FX Department. Prior to joining Japan Post Bank, his career started with Morgan Stanley Japan in 1999 as Interest Rate Strategist after graduating from Graduate School of Waseda University with a Masters Degree in Mathematics.  In 2005, he joined ABN AMRO Securities Japan, which was subsequently integrated into RBS Securities Japan, as head of Japan Research.
 
Tatsuo rejoined Morgan Stanley Japan in October 2009 and became head of JGB/swap trading and sales desk.  He was promoted to Managing Director in 2010 and appointed Head of Japan Interest Rate Product Group. He was named Co-Head of Japan Fixed Income and appointed to a Board member of Morgan Stanley Japan Holdings in January 2013. His last role at Morgan Stanley MUFG was Head of Japan Fixed Income Trading.

While working at Japan Post Bank, Tatsuo is teaching fixed income investments and ALM strategy at Tokyo Metropolitan University where he earned PhD in Business Administration.

• In February 2020 Mr. Tamama joined a real estate investment advisory start-up in Tokyo, PROFITZ K.K. as Chief Investment Officer. PROFITZ is an established development and asset management company focused on residential and office assets in Japan with total AUM of approx. US$200 mn.
• Prior to joining PROFITZ in February 2022, Mr. Tamama worked for Abu Dhabi Investment Authority from 2013 to 2022, and managed its real estate portfolio as a senior management in the Asia Pacific team. He primarily covered the Japan, Korea and India markets and managed US$4 bn GAV assets on average during his tenor.
• From 2005 to 2012, Mr. Tamama worked for LaSalle Investment Management and Shinsei Bank. He sourced and made investments for LaSalle Asia Opportunity Fund I & II and acquired US$750 mn GAV assets. He also took fund management role for LaSalle Japan Logistics Fund I & II, and managed US$ 2.5 bn portfolio and led divestment of JLF I portfolio. At Shinsei Bank, Mr. Tamama led sourcing, structuring, pricing, and execution of property backed non-recourse loans. He financed approximately 100 real estate transactions and provided US$8 bn loans over five years.
• Prior to 2005, Mr. Tamama was engaged in investment in non-performing loans (NPLs) at Daiwa SMBC Principal Investments.
• Mr. Tamama received a BA from Keio University (Faculty of Economics) and a MS in Real Estate Development from Columbia University. He finished a general management program (GMP) at Harvard Business School. Mr. Tamama is a member of both the CFA Institute and the Royal Institution of Chartered Surveyors.

Hiroyuki Yoshizawa is an Executive Director and head of product in IHS Markit Japan GK.

He leads the business development across fixed income pricing, derivative valuation Service, illiquid asset valuation, and financial data solution.

His business offers the solution to risk management, regulatory compliance and accounting correspondence that are facing liquidity data challenge of financial instruments under recent circumstances. He is also involved in many discussions of data approach investment strategy.

Prior to joining IHS Markit, he had been a fixed income trader for more than 25 years in international banks and actively traded various credit, structured, and emerging market products.

Motoko Kuze is Chief Sustainable Banking Officer, Sustainable Strategy Office at Société Générale, Tokyo Branch.

Motoko started her career in 2001 at Mizuho bank Paris branch before joining Société Générale Group in 2006, where she served for 10 years in Paris and Tokyo to develop the Group’s business with Japanese Financial Institutions.

In 2016, she joined HSBC Asset Management as Fund Manager and contributed to the growth of ESG investment in Japan as Senior Market Specialist.

Most recently, Motoko was with RepRisk Japan Limited, established by the world’s largest ESG technology firm RepRisk AG in 2022, as General Manager to support the acceleration of green finance in Japan by best-in-class ESG risk data.

A career in pensions and asset management for over 12+  years with a particular focus on corporate pensions and the defined contribution (DC) pension in Japan. Experience includes: strategy, sales and marketing, relationship management, pension design and consulting, and plan communications. He has also written several reform and advocacy publications directed towards the Japanese government and ministries based on global best practices. And also currently serves as a vice-chair on the Investment Management Committee of the American Chamber of Commerce in Japan (ACCJ). Prior to the pension industry, he held several roles in capital markets at global investment banks. A career in pensions and asset management for over 12+  years with a particular focus on corporate pensions and the defined contribution (DC) pension in Japan. Experience includes: strategy, sales and marketing, relationship management, pension design and consulting, and plan communications. He has also written several reform and advocacy publications directed towards the Japanese government and ministries based on global best practices. And also currently serves as a vice-chair on the Investment Management Committee of the American Chamber of Commerce in Japan (ACCJ). Prior to the pension industry, he held several roles in capital markets at global investment banks. 

Nicholas Perry joined Adenza as head of Regulatory Solutions, Japan in June 2022. He is responsible for the delivery of the complete Regulatory reporting landscape in Japan for both Foreign and Domestic organizations; encompassing established form-based reporting, through digital change for granular reporting to the currently evolving ESG requirements.

With over 30 years’ experience in both finance and IT, Mr. Perry spent 15 years trading and broking in the foreign exchange and interest rate derivatives markets in Japan. He also developed his proprietary trade capture software system that was adopted across Japan, London and New York; a Brokerage & Fee management system and large-scale reconciliation solutions deployed at global financial institutions.  

He has held General Manager positions in Broadridge and Vermeg Japan, spearheaded a consultancy in the Collateral Management and Regulatory solutions prior to joining Adenza in 2022 to focus on the challenges of increasing Regulatory Requirements.

Shinichi Yoshiya is Head of Regulatory Affairs for Japan and APAC in the Legal Division of Morgan Stanley. Mr. Yoshiya covers a broad range of complex cross-border financial regulatory matters and transactions for Morgan Stanley’s Japan and Asia Pacific region including ESG, OTC derivatives regulations of Japan, U.S. and EU, the Volcker Rule, Resolution Stay, MiFID2, Brexit, LIBOR and Basel 3 capital rules. Prior to joining Morgan Stanley, Mr. Yoshiya was an attorney at Davis Polk & Wardwell LLP advising on financial regulatory matters. Mr. Yoshiya has held academic appointments at Duke University Law School as Visiting Professor and currently teaches global financial regulations at Meiji University Law School. Duke University, Law School (LL.M.), Aoyama Gakuin University, Business School (M.B.A.), Sophia University (LL.B.). Mr. Yoshiya is admitted to the bar of the state of New York.

Shinya is Head of Collateral Management, Japan at The Bank of New York Mellon, Tokyo Branch. He is responsible for Collateral Management, Segregation, Securities Finance, and Liquidity Services at BNY Mellon Japan, providing local financial institutions and foreign financial institutions with various type of services. Shinya's career in Finance began with JPMorgan in 2005. He managed Securitization products such as Real Estate, Monetary Claims and other receivable assets. Shinya joined BNY Mellon in 2009 as a part of the business swap between JPMorgan and BNY Mellon. Since 2012, he has been engaged in and taking a leading role of the aforementioned BNY Mellon activities and services. 

Mr. Lam is an executive vice president and head of Asia operations and trade support, based in the Tokyo office. From 2007 to 2014, he was a portfolio associate on the Tokyo portfolio management team and then a portfolio risk manager for the APAC region. Prior to rejoining PIMCO in 2016, he was a managing director at IDI-Infrastructure, focused on energy infrastructure investment. He has 16 years of investment experience and holds an undergraduate degree in pure physics from the University of Tokyo.

Mr. Otashiro has been leading Japan Securities Clearing Corporation’s (“JSCC”) regulatory and policy matters  since 2013, as well as the business development for clearing services for OTC swap. He is also serving as co-chairperson of policy working committee in CCP12, a global association of CCPs, leading the discussions on many common policy and regulatory issues for clearinghouses globally. From 2023, he is serving as a member of Global Market Advisory Committee of the U.S. Commodity Futures Trading Commission. Prior to JSCC, he held a number of roles in Tokyo Stock Exchange, also a subsidiary of Japan Exchange Group, including as a Listing Examiner, in charge of reviewing applications for listing by domestic and foreign companies, and as a Project Manager in charge of IT developments, such as real-time market data feeds, off-auction equity trades and index calculations. In 2004, he was appointed as the Chief Representative of the Tokyo Stock Exchange’s Singapore Office, and in 2007 he held the position of Head of International Relations at Tokyo Stock Exchange, also serving as the Secretariat of the Asian and Oceanian Stock Exchanges Federation, facilitating the cooperation for the mutual development among APAC markets. He gratuated from the school of Political Science and Economics in Waseda University.

Shun Yanagisawa is a Director and the Japan Head of Futures, Clearing and FX Prime Brokerage, which sits within the Markets at Citigroup Global Markets Japan Inc.

In this capacity, he is responsible for managing Futures, OTC Clearing and FX Prime Brokerage business.
Prior to joining Citi, Yanagisawa was responsible for sales and marketing at JPMorgan in Japan for over 11 years.

Approx. 20 years industry experience, Yanagisawa regularly participates in public roundtables and serves for multiple industry groups and help advocate stability for the clearing system in derivatives. Shun is the elected board member, Vice President, ExCo and chairman of Operations committee of FIA Japan, interest rate swap steering committee at JSCC, Wholesale market steering committee of TFX, advisory board member of Risk.net ASIA and several working groups member of ISDA. Shun holds an M.B.A. from the University of Wales.  

Kouhei Iinuma is General Manager of Integrated Risk Management Division in Shinsei Bank. I am managing market risk and quantitative analysis including trading and banking book especially interest rate and FX products. Prior to current position, I was exotic derivative trader and product structurer. I have experienced market for twenty years. I am part-time teacher at Graduate School of Business and Finance, Waseda University.

Daisuke Kawaguchi is a Senior Manager in the Risk Management Department of Mizuho Financial Group, Inc. He is responsible for delivering FRTB project, planning the design and development of market risk management models and quantitative research. He holds Master's degree in Mathematics from the Graduate School of the Tokyo Institute of Technology.

Satoshi Kumeta is an Executive Director of Derivatives Dept. in Daiwa Securities. Prior to joining Daiwa Securities, he worked on derivative model development in MUFG bank for more than 10 years. In Daiwa Securities, in addition to quants works, he conducts XVA in the firm and is responsible for the CVA regulation as head of CVA Working Group. He received a master’s degree in Mathematics from Tokyo Institute of Technology.   

Shinichi Yoshiya is Head of Regulatory Affairs for Japan and APAC in the Legal Division of Morgan Stanley. Mr. Yoshiya covers a broad range of complex cross-border financial regulatory matters and transactions for Morgan Stanley’s Japan and Asia Pacific region including ESG, OTC derivatives regulations of Japan, U.S. and EU, the Volcker Rule, Resolution Stay, MiFID2, Brexit, LIBOR and Basel 3 capital rules. Prior to joining Morgan Stanley, Mr. Yoshiya was an attorney at Davis Polk & Wardwell LLP advising on financial regulatory matters. Mr. Yoshiya has held academic appointments at Duke University Law School as Visiting Professor and currently teaches global financial regulations at Meiji University Law School. Duke University, Law School (LL.M.), Aoyama Gakuin University, Business School (M.B.A.), Sophia University (LL.B.). Mr. Yoshiya is admitted to the bar of the state of New York.

Katsuyuki Utata is Head of Derivatives & Solutions in the Global Markets department at UBS Securities Japan.

In UBS Securities Japan, he is responsible for structuring across all asset classes and administering derivative trading activities.

Prior to current position, he held various trading and structuring roles in Interest Rate Options, Exotic and Hybrid Options, and Structured Credit.

Katsuyuki holds Master’s degree in Quantitative Finance and Risk Management from Bocconi University.

Dr. Shinichiro Itozaki is a Deputy Chief Manager of Global Markets Engineering Office at Mitsubishi UFJ Morgan Stanley Securities, serving as the Japan Head of XVA Quant Team at MUFG. Dr. Itozaki has been working on policy issues, and developing industry standards, for the OTC derivatives market, covering prudential regulations, Basel rules, central clearing, uncleared margin, ISDA SIMM, interest rate benchmark reform, model risk, climate risk, carbon credit derivatives, crypo derivatives and derivatives legal documentation. Dr. Itozaki chairs the Discussion Group on Interest Rate Benchmark Transition convened by Japan Securities Dealers Association (JSDA), and represents MUFG in the ISDA Interest Rates Steering Committee and ISDA SIMM Governance Executive Committee. Dr. Itozaki received a Ph. D. in Mathematical Sciences from the University of Tokyo.

Mr. Motoyoshi is responsible for planning and quantitative analysis at XVA desk. He is engaged in implementing XVA reduction framework and FRTB-CVA.
He graduated from the Graduate School of Information Science and Technology of the University of Tokyo, and is a FRM.

Shinichi Yoshiya is Head of Regulatory Affairs for Japan and APAC in the Legal Division of Morgan Stanley. Mr. Yoshiya covers a broad range of complex cross-border financial regulatory matters and transactions for Morgan Stanley’s Japan and Asia Pacific region including ESG, OTC derivatives regulations of Japan, U.S. and EU, the Volcker Rule, Resolution Stay, MiFID2, Brexit, LIBOR and Basel 3 capital rules. Prior to joining Morgan Stanley, Mr. Yoshiya was an attorney at Davis Polk & Wardwell LLP advising on financial regulatory matters. Mr. Yoshiya has held academic appointments at Duke University Law School as Visiting Professor and currently teaches global financial regulations at Meiji University Law School. Duke University, Law School (LL.M.), Aoyama Gakuin University, Business School (M.B.A.), Sophia University (LL.B.). Mr. Yoshiya is admitted to the bar of the state of New York.

After graduating from the University of Tokyo Faculty of Economics in 2017, Fujino joined Daiwa Institute of Research in April of the same year. He is in charge of the status of non-financial information disclosure, as well as disclosure standards and systems.

His major publications include Practical Guidebook for ESG Information Disclosure (Chuokeizai-sha, 2022).

Koji Omachi serves as Managing Director, Head of Japan at S&P Global Sustainable1, where he is responsible for leading S&P Global Sustainable1 Japan’s efforts to engage with various stakeholders. Over the last 15 years, Koji has held various executive leadership roles in multi-national complex institutions with a record of accelerating business growth through client acquisition and market development. For more than a decade, Koji has provided corporate transformation advisory and sustainable solutions to financial institutions, corporates, governments, and academics. A key focus of his work has been advising clients on incorporating authentic yet profitable sustainability and ESG policy and decision making in their investment value chain. Koji has been and continues to be involved in ESG initiatives including JSDA non-financial data disclosure Working Group, and he regularly lectures at Keio University SFC and Ryukyu University in Japan. Koji received an MBA from University of Pittsburgh Katz Graduate School of Business, and a Bachelor of Engineering in Basic Physics from the School of Engineering, Tohoku University.

Shin Arie joined Amundi (former Société Générale Asset Management) in 2004 as a senior portfolio manager of both domestic and global fixed income portfolios and was appointed as Head of Fixed Income Department in 2006, and then as Chief Investment Officer / Head of Investment Management Division in 2020. Prior to joining Amundi, he was a senior portfolio manager at Toyota Asset Management (current Sumitomo Mitsui DS Asset Management), from 1999 to 2004, to manage global fixed income portfolios in both active and passive methodologies for Japanese financial institutions including pension funds. He started his investment career as a portfolio manager at Chiyoda Fire and Marine Insurance (current Aioi Nissay Dowa Insurance) in 1991 and experienced the portfolio management of Japanese/US/Global fixed income as well as derivative trading including JGB futures/options and swaps for 6 years in Tokyo and then equity portfolio management for 2 years in London.

Shin holds BEs from Kyushu University, and MBA in finance from Yokohama National University. He is a CFA charterholder.

Chief economist at Mizuho Securities, responsible for Japan’s and globally economy, politics and financial markets research. Kobayashi was awarded the best economist and the best economic research team by Institutional Investor for three consecutive years in 2021, 2022 and 2023. Prior to joining Mizuho Securities, Kobayashi has built his career as a senior economist at Daiwa Institute of Research. Kobayashi earned a Master of International Affairs from Columbia University, a MSc in Public Administration at London School of Economics, and a Bachelor of Economics from the University of Tokyo.

September 2002 -  March 2003: council member, council for establishing of
JAPAN POST, selected by P M. Junichiro Koizumi

January 2004 - Aug 2004: Vice Chairman, Deutsche Securities, Tokyo.

Sep.13 - Dec .2, 2004: Managing Director, Co Head of Research & chief fixed
income strategist , Credit Suisse First Boston, Tokyo

Dec.3, 2004 – Dec. 3, 2009: Member of Policy Board, the Bank of Japan.

January 1, 2010 – March 2012: Managing Director, Vice Chairman - Fixed Income, APAC, Credit Suisse (Hong Kong).

April 1, 2012 - April 8, 2019: Managing Director, and Vice Chairman and Member of Board of Directors, Credit Suisse Securities (JAPAN) Member of Board of Directors, Credit Suisse Securities (JAPAN) Limited.

January 2019 - August 20202020: Director, Audit and Supervisory Commit: Director, Audit and Supervisory Committee Member, Joyson Safety Systems Japan K.K.