IN-PERSON

15th Annual Japan ETF Conference

Date

[Day 1] April 4th, 2023, 9:30 AM - 6:30 PM JST | [Day 2] April 5th, 2023, 9:30 AM - 6:30 PM JST (Networking Reception 18:30-19:30)

Location

Imperial Hotel Tokyo (Peacock Room, East)

In a market dominated by volatility and inflation concerns, innovations in passive investing may allow Japanese investors to mitigate risk and diversify beyond traditional allocations. Join S&P DJI as we bring together industry leaders and financial practitioners to explore how passive strategies may offer new opportunities across regions, asset classes and themes.

Topics will also include:

The latest developments in the Japanese and global ETF markets
Using passive strategies to participate in sustainable investing
Why U.S. equities may be an important piece of the puzzle for Japanese investors

Open to all institutional investors, asset managers, securities companies, banks, financial planners and others (excluding individual investors) who are interested in ETFs. The schedule for this complimentary event is divided into segments by theme and investor type. You may attend the entire two-day program or just the sessions that interest you. We hope to see you there.

15th Annual Japan ETF Conference Day 1 Recap by Goodway

15th Annual Japan ETF Conference Day 2 Recap by Goodway

Replays and Downloads

Featured Speakers

Douglas L. Peterson, S&P Global

President and Chief Executive Officer

Dan Draper, S&P Dow Jones Indices

Chief Executive Officer

Dr. Albert Chou, Taiwan Stock Exchange

Vice President

Andrew Campion, ASX

General Manager, Investment Products & Strategy

Annie Shum, CSOP Asset Management

Head of Business Strategy

Main Supporter

Special Collaborators

Collaborators

Exhibit Collaborators

Supporters

Conference Agenda

ETF Conference Day 1

Time	Peacock Room / East
9:30	Opening Remarks Douglas L. Peterson, President and Chief Executive Officer, S&P Global Replays And Downloads: Opening Remarks
9:40	Keynote Speech Hiromi Yamaji, Group CEO, Japan Exchange Group, Inc. Replays And Downloads: Keynote Speech
Part 1: Trends to Watch as the Global ETF Market Expands
9:55	What's New and What's Next for the ETF Market Globally Deborah Fuhr, Founder, Managing Partner, ETFGI Replays And Downloads: What's New and What's Next for the ETF Market Globally What's New and What's Next for the ETF Market Globally
10:15	Global Market Initiatives Panelists: Dr.Sungchun Kim, Head, ETF market, Securitized product market, Korea Exchange Replays And Downloads: Global Market Initiatives - Korea Exchange Andrew Campion, CFA, General Manager, Investment Products & Strategy, Australia Stock Exchange Replays And Downloads: Global Market Initiatives - Australia Stock Exchange Dr. Albert Chou, Vice President, Taiwan Stock Exchange, Inc. Replays And Downloads: Global Market Initiatives - Taiwan Stock Exchange Jason, In-Gyu Lee, Vice President, Exchange Traded Products, Hong Kong Exchanges and Clearing Limited Replays And Downloads: Global Market Initiatives - Hong Kong Exchange Moderator: Tim Brennan, Capital Markets & Exchange Strategy, S&P Dow Jones Indices Replays And Downloads: Global Market Initiatives
11:05	Break(15 minutes)
Part 2: (Special Session) Global Economies and the Bank of Japan
11:20	Global Economies and the Bank of Japan Panelists: Toshihiro Nagahama, Chief Economist, Economic Research Department, Dai-ichi Life Research Institute Mana Nakazora, Chief Credit Strategist/Chief ESG Strategist, Vice Chairperson of Global Markets, BNP Paribas, Japan Moderator: Tatsuya Goto, Economic Journalist Replays And Downloads: Global Economies and the Bank of Japan
12:10	Lunch: Sponsored Networking Lunch
Part 3: Investment Strategies and New Opportunities in an Unstable Market Environment
13:10	The Rise of Passive Management: A Look at the Last 20 Years Tim Edwards, Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices Replays And Downloads: The Rise of Passive Management: A Look at the Last 20 Years The Rise of Passive Management: A Look at the Last 20 Years
13:30	Acceleration of Global ETF Market Expansion and its Growth Drivers Peter H. Loehnert, Managing Director, APAC Head for ETF and Index Investments business (EII), BlackRock Dohei Echizenya, Director, Head of ETF Business, ETF Business Group, BlackRock Japan Replays And Downloads: Acceleration of Global ETF Market Expansion and its Growth Drivers Acceleration of Global ETF Market Expansion and its Growth Drivers
13:50	（Panel）ETF Strategies for Volatile Markets Panelists: Grace Chiu, Managing Director, Sales and Business Development, Asia, Direxion Kazuhisa Mikami, Institutional Sales & Trading, Head of Sales, Japan, Jane Street Meaghan Victor, Head of the Global SPDR ETFS Asia Pacific Distribution, State Street Global Advisors Masafumi Watanabe, Head of ETF Business Dept, Managing Director, ETF Business Dept., Nomura Asset Management Moderator: Jason Ye, Director and APAC Head of Strategy Indices, S&P Dow Jones Indices Replays And Downloads: （Panel）ETF Strategies for Volatile Markets
14:40	Risk management for a time of uncertainty Minah Kim, Senior Director, Equity Index & Cryptocurrency Products, Asia Pacific, CME Group Replays And Downloads: Risk management for a time of uncertainty Risk management for a time of uncertainty
15:00	Break(15 minutes)
Part 4: The Future of Sustainable Investing
15:15	Promoting Sustainable Finance: Moving Toward a More Sustainable Society and Economy　 Hideki Takada, Director, Strategy Development Division, Strategy Development and Management Bureau, Financial Services Agency Replays And Downloads: Promoting Sustainable Finance: Moving Toward a More Sustainable Society and Economy
15:35	Latest Update on Corporate Disclosure and ESG Rating Olivier Trecco, Head of ASEAN, Japan, Australia ESG Solutions at S&P Global Sustainable 1 Replays And Downloads: Latest Update on Corporate Disclosure and ESG Rating Latest Update on Corporate Disclosure and ESG Rating
15:55	Latest trends in global ESG investments - Where we are now and where we are heading Simon Klein, Global Head of Xtrackers Sales, Client Coverage Division, DWS International GmbH Replays And Downloads: Latest trends in global ESG investments - Where we are now and where we are heading Latest trends in global ESG investments - Where we are now and where we are heading
16:15	Analysing ESG Investment Strategies in Eourpe, U.S., and Asia Seiji Ishii, Head of Japan at Coalition Greenwich, Coalition Greenwich Replays And Downloads: Analysing ESG Investment Strategies in Eourpe, U.S., and Asia Analysing ESG Investment Strategies in Eourpe, U.S., and Asia
16:30	Regulations and Standards. What comes next in ESG Investing? Panelists: Minako Takaba,Sustainable Investment Officer, Asset Management One Co., Ltd. Kenichiro Ono, General Manager, Stewardship Development Department, Sumitomo Mitsui Trust Asset Management Matthew Tagliani, Head of ETF Product and Sales Strategy, EMEA ETFs, Invesco Takayuki Mamabe, Director, Corporate Engagement ESG, S&P Global Sustainable 1 Moderator: Megumi Terayama, Director, Channel Management ESG, S&P Dow Jones Indices Replays And Downloads: Regulations and Standards. What comes next in ESG Investing?
17:20	Closing Remarks Ken Kobayashi, Head of Japan Office, S&P Dow Jones Indices Replays And Downloads: Closing Remarks
17:30	Networking Reception
＊Program may be changed without prior notice

ETF Conference Day 2

Time	Peacock Room / East
9:30	Opening Remarks Dan Draper, Chief Executive Officer, S&P Dow Jones Indices Replays And Downloads: Opening Remarks
9:40	Current Challenges and Opportunities in Japan’s ETF Market Yasuyuki Konuma, Director and Senior Managing Executive Officer, Tokyo Stock Exchange, Inc Replays And Downloads: Current Challenges and Opportunities in Japan’s ETF Market
Part 5: Examining the U.S. Equity Market: Lessons and Opportunities
9:55	Developing the U.S. ETF Market: A Case Study Gunjan Chauhan, Head of SPDR Capital Markets and Strategic Partners, State Street Global Advisors Replays And Downloads: Developing the U.S. ETF Market: A Case Study Developing the U.S. ETF Market: A Case Study
10:15	Revisiting an Icon: Inside the S&P 500 Tim Edwards, Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices Replays And Downloads: Revisiting an Icon: Inside the S&P 500 Revisiting an Icon: Inside the S&P 500
10:30	（Panel）Why Do U.S. Equities Matter to Japanese Investors? Panelists: Shoko Shinoda, Vice Office Manager/Fund Analyst, Rakuten Securities Economic Research Institute Kohei Sasaki, ETF Business Group Product Specialist, Vice President, Company: BlackRock Japan Louis Kuijs, Chief Economist APAC, S&P Global Ratings Moderator: Ken Kobayashi, Head of Japan Office, S&P Dow Jones Indices Replays And Downloads: （Panel）Why Do U.S. Equities Matter to Japanese Investors?
11:15	Break (10 minutes)
Part 6: Approaches for Retail Investors: Asset-Building in the New Capitalism
11:25	Initiatives for Stable Asset Building of the People Satsuki Katayama, Liberal Democratic Party Member of the House of Councillors Replays And Downloads: Initiatives for Stable Asset Building of the People
11:35	Asset Income Doubling Plans and Financial Education Yoshio Horimoto, Vice Commissioner for Evidence-based Policymaking, Financial Services Agency Replays And Downloads: Asset Income Doubling Plans and Financial Education
11:50	Role and Importance of Financial Advisors for Aset Building for Individual Investors Ryuji Ando, Chief Executive Officer / RIA Japan Co., Ltd Replays And Downloads: Role and Importance of Financial Advisors for Aset Building for Individual Investors
12:05	(Panel) ETF Strategies for Individuals Panelists: Junichiro Ariga, Joint Global Head of ETF Business, Head of Product Development Department and Head of ETF Business Development Department, Nikko Asset Management Co., Ltd. Sakai Eriko, ETF Business Dept / Senior manager, Nomura Asset Management Yuko Seimei, Representative Executive Officer, Co-Chief Executive Officer of Monex Group, Inc. Yoshio Horimoto, Vice Commissioner for Evidence-based Policymaking, Financial Services Agency Moderator Tatsuya Goto, Economic Journalist Replays And Downloads: (Panel) ETF Strategies for Individuals
12:55	Lunch: Sponsored Networking Lunch
Part 7: Trending Topics in ETF Trading
13:55	The Mechanism of ETF Trading and the Basics of Market Maker ETF Liquidity Takeki Yamada, Head of Japan Business, Institutional Trading, Flow Traders 　 Replays And Downloads: The Mechanism of ETF Trading and the Basics of Market Maker ETF Liquidity
14:15	Does Fixed Income ETFs benefit Investors and Markets? ~ How Fixed Income ETFs affect the liquidity of bonds and how investors should trade efficiently~ Kazuhisa Mikami, Institutional Sales & Trading, Head of Sales, Japan, Jane Street Replays And Downloads: Does Fixed Income ETFs benefit Investors and Markets? ~ How Fixed Income ETFs affect the liquidity of bonds and how investors should trade efficiently~
14:35	(Panel) The Latest World of ETF Trading Panelists Nippei Yasuoka　APAC Institutional Sales Manager, Optiver Keri Neo　Head of Equities, APAC, Tradeweb Markets Inc. Kei Okazaki, Head of ETF Secondary Trading, Tokyo Stock Exchange Moderator Hirosuke Uraoka　Senior Vice President ETF Specialist, ETF＆Alternative Marketing Department Retail Business Division, Amundi Japan Ltd. Replays And Downloads: (Panel) The Latest World of ETF Trading
15:25	Break (15 minutes)
Part 8: Approaches for Institutional Investors: Tapping Into the Increasingly Accessible ETF Market
15:40	A Global Perspective on How Institutional Investors are Using ETFs Tom Digby, Director, Head of ETF Business Development & Capital Markets, APAC, Invesco Replays And Downloads: A Global Perspective on How Institutional Investors are Using ETFs Replays And Downloads: A Global Perspective on How Institutional Investors are Using ETFs
16:00	(Panel) Needs of Global Investors and Investment Solutions Panelists Hiroyuki Kishimoto, Senior X trackers Sales, Institutional Sales Dept. DWS Investments Japan Limited Hiroyuki Matsubara, Executive Director & Head of Sales 1st Department, Global X Japan Oran D'Arcy, Director, Investment Products, CBOE Australia Annie Shum, Head of Business Strategy, CSOP Asset Management Moderator Makoto Hoshino, Wealth, Investment Consulting \| Principal, Mercer Japan. Ltd. Replays And Downloads: (Panel) Needs of Global Investors and Investment Solutions
16:50	(Panel) Improvements in Convenience are Changing the Way Financial Institutions Look at ETFs Panelists Norimitsu Takeda, Chief Investment Officer, Zurich Life Insurance Company Ltd. Takeki Yamada, Institutional Trading, Head of Japan Business, Flow Traders Yoshimasa Osumi, Trading Dept / Trader, Nomura Asset Management Yumiko Murakami, Nissay Asset Management Moderator Kei Okazaki, Head of ETF Secondary Trading, Tokyo Stock Exchange Replays And Downloads: (Panel) Improvements in Convenience are Changing the Way Financial Institutions Look at ETFs
17:40	Closing Remarks for Day 2　 Ken Kobayashi, Head of Japan Office, S&P Dow Jones Indices Replays And Downloads: Closing Remarks for Day 2
17:50	Networking Cocktail Reception
＊Program may be changed without prior notice

Breakout Session Agenda

April 4th Day 1	Program
11:20-12:10	Basics of ETFs (in Japanese Language only) Koei Imai, ETF Center Senior Adviser, Nikko Asset Management Co., Ltd.

April 5th Day2	Program
9:40-10:10	Active ETF Deregulation – Unlock Challenges and Opportunity for Foreign Stock ETFs / Leveraging Data in Stock Selection Makiko Hashimoto, Product Specialist, ETF and Benchmarking Solution, S&P Global Market Intelligence Hiroki Nishimoto, Product Manager, Company Intelligence & Analytics, S&P Global Market Intelligence
10:25-10:55	The Japanese Government's GX Strategy: Growth-Oriented Carbon Pricing Initiative and the GX League Jiro Arai, Deputy Director of Environmental Economy Office Industrial Science and Technology Policy and Environmental Bureau Ministry of Economy, Trade and Industry (METI)
11:25-11:55	Dividend Strategies using Indices Jason Ye, Director and APAC Head of Strategy Indices, S&P Dow Jones Indices Replays And Downloads: Dividend Strategies using Indices
12:05-12:35	ETF Trading： Efficient Execution Strategies and Important Considerations (Panelists) Kazuhisa Mikami, Institutional Sales & Trading, Head of Sales, Japan, Jane Street Hirosuke Uraoka　Senior Vice President ETF Specialist, ETF＆Alternative Marketing Department Retail Business Division, Amundi Japan Ltd. (Moderator) Kaori Shoji, CEO, Wanderism., Co., ltd.
13:55-14:25	Revisit to SPDR ETF Lineup in Japan　~SPY and its Systematic Surroundings, and Expansion to Multi Assets with Business Partners~ Masaki Sugihara, Head of Japan SPDR ETF Business, Exchange Traded Funds, State Street Global Advisors (Japan) Co., Ltd.
14:35-15:05	Industry Selection and ETFs in an Inflationary Environment Taiki Nakamura, ETF Business Dept / Manager, Nomura Asset Management Co.,Ltd.
15:40-16:10	TSE-listed ETF and Investor Trends Kenji Hanamura, Group Manager, ETF Business Development Department, ETF Business Development Group and Representative Director, Nippon Institutional Securities Co., Ltd.
16:20-16:50	S&P Global Sustainable1 ～ESG Data Showcase～ Takayuki Mamabe, Corporate Engagement Director ESG, S&P Global Sustainable1 Naho Nakakubo, ESG Solutions Director, S&P Global Sustainable1 Franklin Khusman, Manager, ESG Innovation and Solutions, S&P Global Sustainable1

Speakers

Douglas L. Peterson, S&P Global

President and Chief Executive Officer

Dan Draper, S&P Dow Jones Indices

Chief Executive Officer

Dr. Albert Chou, Taiwan Stock Exchange

Vice President

Andrew Campion, ASX

General Manager, Investment Products & Strategy

Annie Shum, CSOP Asset Management

Head of Business Strategy

Deborah Fuhr, ETFGI

Managing Partner & Founder

Dohei Echizenya, BlackRock Japan

Director, Head of ETF Business, ETF Business Group

Eriko Sakai, NOMURA ASSET MANAGEMENT CO., LTD

Senior Manager ETF, Business Dept.

Franklin Khusman, CFA, S&P Global Sustainable1

Manager, ESG Innovation & Solutions

Grace Chiu, Direxion

Managing Director, Sales and Business Development, Asia

Gunjan Chauhan, State Street Global Advisors

Head of SPDR Capital Markets and Strategic Partners

Hideki Takada, Financial Services Agency

Director, Strategy Development Division, Strategy Development and Management Bureau

Hiroki Nishimoto, S&P Global Market Intelligence

Product Manager, Company Intelligence & Analytics

Hirosuke Uraoka, Amundi Japan Ltd.

Senior Vice President ETF Specialist, ETF＆Alternative Marketing Department Retail Business Division

Hiroyuki Matsubara, Global X Japan

Director of Sales

Hiroyuki Kishimoto, DWS Investments Japan Limited

Head of Xtrackers Sales Japan, Client Coverage Division

Jason Lee, HKEX

Vice President, Exchange Traded Products

Jason Ye, S&P Dow Jones Indices

Head of Strategy Indices, Asia Pacific

Jiro Arai, Ministry of Economy Trade and Industry (METI)

Deputy Director of Environmental Economy Office Industrial Science and Technology Policy and Environmental Burea

Junichiro Ariga, Nikko Asset Management Co., Ltd.

Joint Global Head of ETF Business, Head of Product Development Department and Head of ETF Business Development Department

Kaori Shoji, Wanderism Co., ltd.

CEO

Kazuhisa Mikami, Jane Street

Head of Sales, Japan

Kei Okazaki, Tokyo Stock Exchange, Inc.

Head of ETF Secondary Trading, Senior Manager, Strategic Planning Group Equities Department, ETF Business Development and New Listings

Ken Kobayashi, S&P Dow Jones Indices

Head of Japan Office

Kenichiro Ono, Sumitomo Mitsui Trust Asset Management

Senior Stewardship Officer, General Manager Stewardship development Department

Kenji Hanamura, Nikko Asset Management Co., Ltd., Nippon Institutional Securities Co., Ltd.

Group Manager, ETF Business Development Department, ETF Business Development Group and Representative Director

Keri Neo, Tradeweb Markets Inc.

Head of Equities, APAC

Koei Imai, Nikko Asset Management Co., Ltd.

ETF Center Senior Adviser

Kohei Sasaki, Amundi Japan Ltd.

Head of ETF, Indexing & Smart Beta Sales

Louis Kuijs, S&P Global Ratings

Chief Economist APAC

Makiko Hashimoto, S&P Global Market Intelligence

Product Specialist, ETF and Benchmarking Solution

Makoto Hoshino, Mercer Japan. Ltd.

Wealth, Investment Consulting | Principal

Mana Nakazora, DWS Investments Japan Limited

Chief Credit Strategist / Chief ESG Strategist, Vice Chairperson Global Markets, Japan

Masafumi Watanabe, Nomura Asset Management Co., Ltd.

Head of ETF Business Dept. , Managing Director

Masaki Sugihara, State Street Global Advisors (Japan) Co., Ltd.

Head of Japan SPDR ETF Business, Exchange Traded Funds

Matthew Tagliani, Invesco

ETF Head of Product & Sales Strategy EMEA

Meaghan Victor, State Street Global Advisors

Head of the Global SPDR ETFS Asia Pacific Distribution

Megumi Terayama, S&P Dow Jones Indices

Director, Channel Management ESG

Minah Kim, CME Group

Senior Director, Head of APAC Equity & Cryptocurrency Products

Minako Takaba, Asset Management One Co., Ltd.

Sustainable Investment Officer

Naho Nakakubo, S&P Global Sustainable1

ESG Solutions Director

Nippei Yasuoka, Optiver

Head of Institutional Sales Japan

Norimitsu Takeda, Zurich Life Insurance Company Ltd.

Chief Investment Officer

Olivier Trecco, S&P Global

Head of ASEAN, Japan, Australia ESG Solutions Sustainable1

Oran D’Arcy, Cboe Australia

Director, Investment Products

Yoshimasa Osumi, Nomura Asset Management

Senior Trader

Peter H. Loehnert, BlackRock

Managing Director, APAC Head for ETF and Index Investments business (EII)

Ryuji Ando, Reliable Investment Advisors Japan Co., Ltd 【RIA JAPAN】

President

SATSUKI　KATAYAMA, Liberal Democratic Party Member of the House of Councillors

Seiji Ishii, Coalition Greenwich

Head of Japan at Coalition Greenwich

Simon Klein, CIIA, DWS International GmbH

Head of Coverage Xtrackers, Global Head of Xrackers Sales, Client Coverage Division

Shoko Shinoda, Rakuten Securities Inc.

Fund Analyst, Vice Office Manager, Rakuten Securities Economic Research Institute

Sungchun Kim, Korea Exchange

Head / ETF market

Taiki Nakamura, NOMURA ASSET MANAGEMENT CO., LTD.

Manager, ETF Business Dept.

Takayuki Mamabe, S&P Global Sustainable1

Director, Corporate Engagement ESG

Takeki Yamada, Flow Traders Asia

Institutional Trading, Head of Japan Business

Tatsuya Goto,

Economic Journalist

Tim Brennan, S&P Dow Jones Indices

Managing Director, Global Head of Capital Markets and Exchange Strategy

Tim Edwards, S&P Dow Jones Indices

Managing Director and Global Head of Index Investment Strategy

Tom Digby, Invesco

Head of ETF Capital Markets, Asia Pacific

Toshihiro Nagahama, Dai-ichi Life Research Institute Inc.

Executive Chief Economist, Economic Research Dept.

Hiromi Yamaji, Japan Exchange Group, Inc.

Group CEO

Yasuyuki Konuma, Tokyo Stock Exchange, Inc.

Director, Executive Vice President

Yoshio Horimoto, Financial Services Agency, Government of Japan

Vice Commissioner for Evidence-based Policymaking, Strategy Development and Management Bureau

Yuko Seimei, Monex Group, Inc., Monex, Inc.

Monex Group, Inc.: Representative Executive Officer and CEO, Monex, Inc.: President, Member of the Board, Executive Director

Yumiko Murakami, Nissay Asset Management Corporation

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