Japan Reinventing Itself as a Global Financial Hub
Challenges and Policy Choices
26 Apr 2021, 6:00 pm - 7:00 pm JSTRegister
CFA Society Japan is organizing a webinar with FSA to explore how Japan can revitalize its financial sector and expand Japan's role as an international financial hub.
Hosted by CFA Society Japan, Financial Services Agency (FSA)
Japan, the third-largest economy globally holds unique strength among Asian markets and other global financial hubs. Despite its distinct advantages, however, Japan trails other financial centres, especially with regards to attracting foreign talent and playing a regional role.
Against this backdrop, the Japanese government looks to re-position the country as a global financial hub, by capitalizing on Japan's advantages and at the same time by addressing existing challenges. FSA is spearheading this through a series of policies reform that aim to attract more finance professionals, address tax and operational challenges, and invite foreign investors and asset managers to play a more significant role in Japan's economic growth.
Committed to lead the investment profession in Japan and connect the local financial industry with a global network of investment professionals, CFA Society Japan is organizing a webinar with FSA to explore how Japan can revitalize its financial sector and expand Japan's role as an international financial hub.”
Keynote Speaker: Hiroshi Okada, Director, Strategy Development Division, Japanese Financial Services Agency - Hiroshi is in charge of developing strategies and priorities of JFSA and takes responsibility for agency-wide top priority issues at times.
Host of Panel Discussion: Zuhair Khan, CFA, Senior Portfolio Manager, UBP Investments - Zuhair manages a governance-focused, market-neutral, Japanese equity long-short strategy at UBP.
1. Christian Pecher, CFA, Head of Research, J.P. Morgan Asset Management
2. Laurel Teo, CFA, Board member, CFA Society Singapore
3. Mark Lazberger, CFA, Founding Partner, Omnia Capital Partners
4. Shota Matsuzawa, Deputy Director, FinTech and Innovation Office, FSA
CFA Institute members can claim PL credit by providing their CFA Institute ID number when registering.
About the Speaker(s)
Hiroshi Okada has been assigned to the current position since July, 2020. He is in charge of developing strategies and priorities of JFSA and takes responsibility for agency-wide top priority issues at times. He joined the Ministry of Finance (“MOF”) in 1993, and has held various positions on budget and financial regulations. From 2002 to 2006, he was assigned to the Legislation Bureau of JFSA and was involved in 8 legislations concerning financial regulations. In 2006, he moved to the MOF and worked in the Budget Bureau until 2009. In 2009, he was assigned to JFSA again and worked in various positions, including congressional relation, human resources and publicity activities of JFSA. In 2013, he was transferred to the United States as Counselor, Embassy of Japan, where he worked as representative of MOF and JFSA in Washington D.C. and followed the development of U.S. fiscal-, monetary- and prudential policies until June 2016.
Zuhair manages a governance-focused, market-neutral, Japanese equity long-short strategy at UBP. Prior to joining UBP, he had been the Head of Research and Japan Strategist at Jefferies; where his research focused on corporate governance reform, shareholder activism and event driven strategies. Zuhair has 25 years of experience at global financial institutions, including UBS, Citigroup and MUFG. He has an MBA from the Sloan School of Management at MIT and graduated Magna Cum Laude from the University of Pennsylvania with dual degrees from the School of Engineering and the Wharton School.
Christian Pecher is currently the Director of Developed Asia Pacific Equity Research and also a co-manager of the JPMorgan Global Select Equity Fund. Christian started his career with JP Morgan in 1998 as an equity research analyst after completing a Masters Degree in Economics at the London School of Economics. He covered a variety of sectors, including Telecom, Technology and Utilities and in 2016 moved to Japan to assume his current role.
Laurel Teo, CFA, is pursuing a PhD in organizational behavior and human resources. Her research interests include the impact of artificial intelligence and technology on organizations and organizational participants, privacy negotiations in employee-employer contexts, and ethical issues in organizations. Prior to returning to graduate school, Ms. Teo was based in Hong Kong as Director, Standards & Advocacy, at CFA Institute, where she supported CFA member societies in Asia Pacific in regulatory outreach, market integrity research, and investor protection programs. Before joining CFA Institute, she was a consultant in investor relations. Ms. Teo began her career as a political and business journalist reporting in Singapore and Indonesia with leading newspapers. She earned her Chartered Financial Analyst® designation in 2011 and was elected to the board of CFA Society in 2018.
Mark is one of Australia’s most accomplished investment management executives, with more than 35 years’ experience working with large and successful organisations across Australia, Europe and South-East Asia.
Mark was most recently CEO of Colonial First State Global Asset Management, a role he held for 10 years until December 2018 prior to its acquisition by Japanese bank MUFG in 2019. Mark’s prior experience includes 17 years with State Street in a range of senior positions in Australia, Japan, Hong Kong and the UK.
Mark holds a Bachelor of Commerce from the University of Western Australia and is a qualified Chartered Financial Analyst®.
Shota is Deputy Director of FinTech and Innovation Office at Japan Financial Services Agency. Previously, Shota was Chief Representative Japan of Everest Ventures Group in Hong Kong. Shota worked at Goldmans Sachs(both Japan and Hong Kong) as his first career and also worked at Mitsubishi UFJ Financial Group as Deputy Manager and AID Group as Vice President in Hong Kong. Shota holds a BSc, Political Science & Economics from Waseda University.