Speaker Bios

Renè Aninao Managing Partner CORBU

Renè Aninao is the Managing Partner of CORBŪ, a research intelligence and advisory platform at the intersection of markets, policy, and national security. A global macro strategist and policy expert, he publishes widely read commentary and is a sought-after speaker by institutional investors. Prior to founding CORBŪ, Renè was a Managing Director at Evercore ISI, where he served as the firm’s macro specialist, advising clients in the financial and official sectors. Before joining Evercore ISI, Renè was a Director of Global Markets at Eurasia Group, a geopolitical advisory firm. Prior to that, he spent seven years as a Director at Macroeconomic Advisers, working closely with former Federal Reserve Board governor Larry Meyer.

Ryoichi Arai
Trustee Responsible for Endowment and Special Aide to the Chair of the Board of Trustees
International Christian University

Ryoichi Arai joined JP Morgan in 1988 as an analyst in the Asset Management Division and became Head of Research in 1995 and Head of Investment and Chief Investment Officer in 1998. In 2012, he became Representative Director of Arai Capital Management K.K. (current position), and in 2014, he became Trustee Responsible for Endowment of the School Juridical Person International Christian University (current position). He became Managing Trustee for Financial Affairs of the School Juridical Person International Christian University in 2017 and Special Assistant to the Chair of the Board of Trustees of the School Juridical Person International Christian University in 2021 (current position). He holds a B.A. in Liberal Arts from International Christian University. He completed his graduate studies at the Graduate School of Finance, Accounting and Law, Waseda University.

Chris J. Battaglia
Founder & CEO
Pareto Global Partners LLC

Chris J. Battaglia is President of the Global Fiduciary Symposium, Japan’s most important neutral and educational conference for corporate, public, and government pension and retirement systems that collectively manage more than USD $4 trillion. Mr. Battaglia has been actively involved in the Japan pension and asset communities since the early 2000s.

He is also the founder and CEO of Pareto Partners LLC, a company focused on providing media, marketing, and communication solutions to global institutional investors.

Mr. Battaglia is also the retired president and publisher of Pensions & Investments, the leading global media organization serving institutional investors. During his tenure at P&I, Chris launched the first Japanese language news product and launched the Global Pension Symposium in Japan in 2007.

Mr. Battaglia has a passion for all things relating to investing and over his many years of experience in media and financial services, has been advising thousands of leading asset management companies, and asset owners (pension, retirement, insurance, corporate, family offices). He is especially focused on improving the outcomes for the “end-user”, or the ultimate beneficiary of the investment management process.

An experienced veteran of media, marketing, and financial information publishing, Chris has also served as Vice President, Associate Group Publisher of The Industry Standard, a start-up media company that made publishing history during the internet boom of the 1990s and early 2,000s and has held key executive and management positions with Yahoo Inc., Corporate Finance magazine and Investment Dealer’s Digest.

He began his career working on Wall Street in equity syndicate marketing at Merrill Lynch, Pierce, Fenner & Smith. Chris enjoys meeting investors in their home countries where his cultural dexterity and skills are always kept sharp. He has led many discussions on the most important investment themes as a conference chair, panelist, and moderator in hundreds of conferences in North America, the UK, Europe, Africa (Nigeria), but he is especially proud of his relationships in Japan.

 

Steven Bleiberg
Managing Director & Portfolio Manager
TD Epoch

Steven is a portfolio manager for TD Epoch’s Quality Capital Reinvestment strategies and is involved with the design and development of additional investment strategies. He is also a contributor to the firm’s thought leadership. Prior to joining the company in 2014, Steven served as a portfolio manager at Legg Mason responsible for managing $7.5B in various asset allocation-based funds including Target Risk, Target Date and Dynamic Risk Management. Prior to that, he was the head of investment strategy at Citigroup Asset Management and a portfolio manager at Credit Suisse Asset Management. Steven is an author (with co-authors Bill Priest and Michael Welhoelter) of Winning at Active Management: The Essential Roles of Culture, Philosophy and Technology. Steven holds an AB from Harvard and an MS from the Sloan School of Management at MIT with a concentration in Finance..

François Collet
Deputy CIO, Bond Portfolio Manager
DNCA Finance

François Collet is a bond portfolio manager at DNCA Finance. He joined the company in September 2017. Collet began his career in 2003 at Natixis Asset Management as a bond fund manager. He managed the Natixis Oblivariable fund and set up the Natixis Euro Inflation fund. In 2006, Collet joined La Française as deputy head of bond portfolio management. Collet holds a post-graduate degree from the University of Paris Dauphine.

Sonal Desai, Ph.D.
Executive Vice President,
Portfolio Manager, Chief Investment Officer
Franklin Templeton Fixed Income Group

Sonal Desai, Ph.D. is the executive vice president and chief investment officer for Franklin Templeton Fixed Income. Dr. Desai is responsible for overseeing Franklin’s Municipal, Corporate Credit, Floating Rate, Multisector, Global (including Emerging Markets), and Money Market Fixed Income teams. She is also a portfolio manager for a number of strategies, including Core Plus, Strategic Income, Total Return, Low Duration, Global Absolute Return, and Global Aggregate Fixed Income. Prior to her current role, she served as a portfolio manager with Dr. Michael Hasenstab for the flagship Templeton Global Bond and Templeton Global Total Return strategies, as well as director of research for Templeton Global Macro, shaping the team’s research agenda of in-depth global macroeconomic analysis covering thematic topics, regional and country analyses, and interest rate, currency and sovereign credit market outlooks. She started her career as an assistant professor of economics at the University of Pittsburgh, and then worked for over six years at the International Monetary Fund in Washington, DC. Following this, she joined the private financial sector and worked for about five years as director and senior economist for Dresdner Kleinwort Wasserstein in London. Dr. Desai joined Franklin Templeton in 2009 from Thames River Capital in London. Dr. Desai holds a bachelor of arts in economics from Delhi University and a Ph.D. in economics from Northwestern University.

Brandon Diersch
Global Financial Benefits Manager
Microsoft

 

Brandon Diersch manages Microsoft’s global financial wellbeing program and oversees governance for 140+ non-US retirement plans, within the Total Rewards organization. He also is a member of Microsoft’s US 401(k) Advisory Committee, which supports the company’s plan fiduciaries in oversight of their $49B defined contribution plan. Brandon has extensive experience in retirement plan design, investment manager selection and monitoring, asset allocation, and consultant and trustee board relationship management. Previously, Brandon managed global banking infrastructure and trade finance teams in Microsoft’s Treasury organization.  Brandon graduated with a Bachelor of Business Administration from the Ross School of Business at the University of Michigan.

Keiko Ebi
Director, Private Pension Divison, Pension Bureau
Ministry of Health, Labour and Welfare

Keiko Ebi joined the Ministry of Health, Labor and Welfare in 2001. After her entry, she took on various responsibilities including long-term care insurance, medical insurance, measures to combat declining birthrates, and initiatives to address adverse drug reactions. From 2021, she has been actively involved in the practical aspects of the Individual Defined Contribution Pension (iDeCo) at the National Pension Fund Association. She has been in her current position since October 2023.

Richard Eichel
Chairman & Trustee
Prairie Teamsters Administration Services

My life in Labour started in 1976 driving a concrete truck and then in 1989 I was hired as an Agent with Teamsters Union Local 362. In 1991 I became the President of the Local and appointed Trustee on our Health and Pension plans. I have held staff and elected positions in every part of our very diverse Teamsters Union but my work on the trust plans has been the most rewarding part of my career. Our self-administered, plans which I have chaired since 2008, have matured over the years resulting in a respected group supplying lifelong benefits which is delivering the pension promise to Teamsters Members on the Canadian Prairies.

Carl Elia, CFA
Vice President & Director
TD Asset Management Inc.

Carl is a senior member of the Infrastructure Investments team, responsible for investment strategy and execution, operations and client servicing for the TD Greystone Infrastructure Fund. He has experience across infrastructure investing, private equity and investment banking. Carl’s previous experience includes working within a Canadian mid-market private equity firm, Brookfield’s Renewable Energy Group and various investment banks in Toronto. Carl holds a B. Comm. From the Toronto Metropolitan University, an MBA from the Rotman School of Management at the University of Toronto, and is a CFA Charter holder.

Tomoya Goto
Head of Wealth Consulting, Japan | Partner
Mercer Japan

His role as Head of Wealth Consulting, Japan includes responsibility for investment and retirement consulting business in Japan.
Tomoya joined Mercer in June 2018 from Willis Towers Watson, where he was Head/Director, Investments. In this role he was responsible to lead investment consulting and delegated investment business in Japan. Prior to joining Willis Towers Watson, Tomoya worked at Meiji Life Insurance Company. Tomoya has more than 20 years of experience in investment consulting and his experience spans across a wide range of investment services and a diverse range of asset classes. Tomoya graduated from Keio University with a B.A. in Economics.

Richard Gröttheim
CEO (Former)
AP7

Richard Gröttheim was the CEO of the Seventh AP fund between 1 st of December 2010 and 31 st of May 2023. Prior to that he was Executive Vice President at AP7 since April 2000. He was head of the Monetary and Foreign exchange policy department at the Swedish central bank between 1993 and 1999. He has also been chief economist at the Swedish brokerage firm Aragon Securities. He is now working as an advisor and board member. The Seventh AP fund acts within the premium pension system, the defined contribution part of the government pension system. It is a global equity fund but invests also in alternatives as Private equity and Real Estate. Richard holds a Degree of Bachelor of Science in Business Administration and Economics from Stockholm University.

Grégoire Haenni
Chief Investment Officer
Caisse de prévoyance de l’Etat de Genèv

Grégoire Haenni is the CIO of the Pension Fund of the State of Geneva (CPEG) since 2014.

Previously, Mr. Haenni served as CIO of the pension fund of CERN, the European Organization for Nuclear Research based in Geneva. For nearly 5 years, under his leadership, the CERN pension fund has taken a major shift in both asset allocation strategy and risk management. This innovative capital preservation strategy is now recognized as “the CERN investment model”.

Previously, Mr. Haenni headed the Research and Investment Department of Bank of China (Switzerland) Fund Management SA. Prior to that, he founded Bedrock Alternative Asset Management SA, a subsidiary of the Bedrock Group, where he headed the research and portfolio management activities. From 2001 to 2007, Mr. Haenni was an analyst in the alternative investments department of Pictet & Cie. He also managed the Asian multi-strategy fund of hedge funds as well as tailor-made portfolios for HNW clients. He started his career in 1997 as a financial analyst and portfolio manager at Merchiston Management SA. From 2019 to 2021, he was the Vice Chairman of the Institutional Investors Group on Climate Change (IIGCC) Board, the official voice in Europe for the fight against climate change. Today, he is the Special advisor of the Board of the IIGCC. Grégoire Haenni holds a PhD in mathematical statistics from the Department of Econometrics at the University of Geneva.

Shintaro Harada
Senior Investment Officer
Nomura Asset Management

Shintaro Harada is the Senior Investment Officer since his appointment in July 2023, following a long tenure leading investment teams across a number of strategies. He launched the Japan High Conviction Strategy as Lead Portfolio Manager in 2011, and heading the Japan Equity Active Growth Team from 2003. Additionally, he founded the Japan Active Growth strategy in 1996. He began his career with Nomura Asset Management in 1993, working as an Assistant Portfolio Manager in the Japan Equity Core Team. He holds a B.A. in Law from Keio University and is a CMA Charter Holder.

Shuichi Hiromoto
Chief Consultant
Asset Management Consulting Department
Rating and Investment Information, Inc.

・Mizuho Trust & Banking Co., Ltd
・General Fund Manager Fixed Income Investment Department
・General Fund Manager Alternative Fund Investment Department
・General Fund Manager Pension Fund Management Department
・CMA, CIIA

Tomokatsu Honma
Executive Director
Pension Fund of NEC Corporation

Tomokatsu Honma joined NEC Corporation in April 1991. He worked for NEC Welfare Pension Fund and NEC Pension Fund from July 1997 through September 2014. He worked for NEC Management Partner, Ltd. from October 2014 to October 2016. He served as the Director General of the NEC Corporation Pension Fund from November 2016 and has been serving as Managing Director, NEC Corporation Pension Fund since July 2022.

Makoto Hoshino
Asset Management Consulting Principal
Mercer Japan

Makoto Hoshino joined Mercer Japan in April 2013. He is a consultant for the development and implementation of investment strategies for Japanese pension sponsors, private education institutions, incorporated foundations, etc.

Before joining Mercer, he worked as a stock analyst and fund manager at The Nippon Credit Bank, Ltd. He also worked at Wellington Management Japan Pte Ltd. and Deutsche Asset Management (Japan) Limited proposing asset management to pension sponsors.

Masanori Hosokawa
General Manager, Responsible Investment Office
Meiji Yasuda Life Insurance Company Investment Planning & Research Department

Joined Meiji Yasuda Life Insurance Company (formerly Meiji Life Insurance Company) in 1990. Worked in various departments in the Investment Division, Corporate Marketing Department, and worked for subsidiaries in France, U.K., and the Embassy of Japan in Hungary. Current position since April 2020. Member of CMA and CIIA

Sadayuki Horie
CEO
Horie Research and Advisory Co., Ltd.

 

Sadayuki Horie is an Adjunct and Part-Time Lecturer, Toyo University’s Faculty of Global and Regional Studies; CEO of Horie Research and Advisory. He joined Nomura Research Institute in 1981 and was engaged in research on asset management. From October 2017 to August 2022, he served as full-time Auditor and Governor of the Government Pension Investment Fund. Since 2022, he has been an Outside Director of Mitsubishi UFJ Kokusai Asset Management.

Wataru Horii
Head of Distribution, Japan
Federated Hermes

Mr. Horii joined in December 2021 to lead the firm’s business development efforts in Japan. Before joining, he worked at Natixis Investment Management for eight years in sales and marketing for public and private pensions, as well as consultant relations.
Mr. Horii started his career in 1988 at Mitsui Trust & Banking (now Sumitomo-Mitsui Trust Bank) in high net worth financial advisory, corporate loan, and real estate development at its Yokohama branch. He subsequently worked as a portfolio manager for their Japanese Equity, Global Bond, and Global Equity strategies. Previous firms include Nikko Research Center, where Mr. Horii worked as a pensions consultant; Alliance Bernstein, where he was a sales and relationship manager for public and corporate pension plans; and Pyramis Global Asset Management (the institutional arm of US Fidelity), where he was responsible for establishing its Japan business.
Mr. Horii holds a Bachelor’s degree from Keio University, Tokyo, and an MBA from Duke University. He is a CFA charterholder.

Atsuko Iino
Head of Alternative Investment
Asset Management Department
National Pension Fund Association

Atsuko Iino joined the Industrial Bank of Japan, Limited in 1990. Following that she worked for the Mizuho Research Institute, before joining the Sony Corporation in 2003. As the senior manager of Sony’s Finance Division, she managed pension assets and liability for Sony and its group subsidiaries. She also served as the chief investment officer of Sony’s Pension Fund, and the General Manager of Sony’s group subsidiaries.

She has been working for the National Pension Fund Association since October 2015 and is a Chartered Member of the Securities Analysts Association of Japan and members of the Pension Academy of Japan and the Nippon Finance Association. She received her MBA in Finance from Hitotsubashi University and a BSc from Tokyo Women’s Christian University.

Yoshichika Imaizumi
Policy and Markets Bureau Financial Markets Division
Director for Financial Markets Planning
Financial Services Agency

Yoshichika Imaizumi graduated from Kyoto University’s Faculty of Law and joined the Financial Services Agency in 2003. After working on the introduction of NISA at the Policy and Legal Division of the Planning and Coordination Bureau and analyzing investment trust sales by banks at the Inspection Coordination Division of the Inspection Bureau, he has been a Project Associate Professor at the University of Tokyo’s Graduate School of Public Policy since 2015. He served as Director of the Policy Evaluation Office, Policy and Legal Division, Planning and Coordination Bureau since 2017 and Director of the Regional Financial Planning Office, Banking Business Division II, Supervision Bureau since 2021. He has been in his present position since July 2023.

Takeshi Ito
Senior Investment Officer
AISIN Employees’ Pension Fund

Takeshi Ito is COO & Senior Investment Officer of AISIN Employees’ Pension Fund. Ito has been supervising the investment and management of the pension’s funds since 1998 when he joined Aisin Seiki Co., Ltd.
Ito holds a B.A. in Political Science and Economics from Waseda University and is also a CMA, CIIA and CFA.

Shinji Kanetake
Executive Consultant
Consulting
Russell Investments

In 1995, Shinji Kanetake joined Nomura Research Institute as a Quantitative Analyst.
In 2000, he entered Barclays Global Investors (BGI) as a Global Fixed Income Portfolio Manager.
In 2009, BlackRock merged with BGI, and he served as Global Fixed Income Strategist as head of Global Fixed Income Strategy.
In 2015, he joined Rating and Investment Information as an Investment Consultant and Advisor.
He has been in the current post since 2022.

He holds a Bachelor’s Degree in Science and Technology from Keio University and a Master’s Degree in Finance from the Graduate School of Finance, Accounting and Law of Waseda University.
He is a Chartered Member Analyst of the Securities Analysts Association of Japan

Eriko Kato
General Manager
Fund Planning Department, IR Office
Mitsubishi Jisho Investment Advisors, Inc.

Eriko Kato Joined Mitsubishi Estate in 2017 and transferred to Mitsubishi Jisho Investment Advisors worked in the client service and marketing of overseas real estate products. Prior to MJIA, she worked for NLI Research Institute from 2014 in the research fields of institutional real estate investment. From 2006 she engaged in the investment advisory business for private real estate investors at Sumitomo Mitsui Trust Research Institute. She also worked for US based Real Estate investment management firm, Heitman from 2003. She holds a Bachelor from Waseda University.

Yoshi Kiguchi
CIO
Pension Fund of Japanese Corporations

Yoshi focuses innovative strategies and products with the investment horizon structures. He has more than 35 years of experience in investment and risk management.

Before that, Mr. Kiguchi was a managing director of Russell Investments in Japan, where he supervised several teams, and delivered a wide range of consulting and solutions to the institutional clients including Toyota, Fujitsu, NEC, Sekisui, Toray, and Mazda. He joined Russell as a consultant in 1998.

Prior to joining Russell, Mr. Kiguchi was with Sumitomo Life for ten years. He was placed in charge of corporate strategy, equity investments, researching capital markets, including private equities, and performing quantitative risk management and ALM.
B.S., Precision Machinery (Robotics), the University of Tokyo, 1988

Masami Kimura
Secretary General
Kao Group Corporate Pension Fund Compensation and Benefits
Human Capital Strategy
Kao Corporation

After working in human resources for a food company and a wholesale sales company, Masami Kimura joined Kao Corporation in 2001 and was assigned to the Kao Employees’ Pension Fund. In 2003, a defined contribution (DC) plan was introduced to Kao Corporation, and she was in charge of DC plan-related and HR-related duties as well. Additionally, she was engaged in the introduction of a cash balance plan and the transfer of benefit obligations at Kao Employees’ Pension Fund.

In 2004, she was assigned to Kao Group Corporate Pension Fund, along with the return of the substitutional portion of Kao Employees’ Pension Fund.

Kimura is certified as a Labor and Social Security Attorney, CERTIFIED FINANCIAL PLANNER®, 1st Grade Certified Skilled Professional of Financial Planning, 1st Grade Defined Contribution Planner, and DC Plan Advisor.

Takashi Kisu
Senior Consultant
Fiduciary Management Department
Nomura Fiduciary Research & Consulting Co., Ltd. 

Mr. Kisu is a senior consultant and solution group leader of Fiduciary Management Department of NFRC, engaging in consulting and research for mainly DB and DC plan sponsors. He is also in charge of the development of the investment consulting services. Prior to joining the predecessor of NFRC, Nomura Securities Fiduciary Service Research Center, he was at the Daido life insurance company, engaging in the investment planning & risk management. He received MSc from Osaka University. He also volunteers for CAIA Japan as a Japan chapter executive committee member.

Daisuke Kobayashi
Fiduciary Management Department and CIO Management Department
Executive Consultant
NFRC

After graduating from Keio University’s Faculty of Business and Commerce in 2007, Daisuke Kobayashi joined ING Life Insurance (currently NN Life Insurance). He was engaged in business insurance consulting services to support the realization of management and financial strategies for small and medium-sized companies. Subsequently, he was involved in special account management operations and was in charge of macroeconomic analysis, portfolio management, and fund evaluation. He joined Nomura Securities in 2015. He conducted investment consulting and asset management research for corporate pension plans and educational institutions in the Fiduciary Management Department. He has been in his present position since December 2021.

Ted Koenig
Chairman and CEO
Monroe Capital LLC

Theodore L. Koenig, Chairman and CEO of Monroe Capital LLC. Mr. Koenig has over 35 years of experience in structuring, negotiating and closing transactions on behalf of asset-based lenders, commercial finance companies, financial institutions and private equity investors. Prior to founding MC Management’s affiliate, Monroe Capital, LLC (“Monroe Capital”) in 2004, Mr. Koenig served as the President and Chief Executive Officer of Hilco Capital LP from 1999 to 2004, where he invested in a variety of debt transactions. Prior to Hilco Capital, Mr. Koenig was a Senior Partner with the Chicago-based corporate law firm, Holleb & Coff from 1986 to 1999 and an Associate with Winston & Strawn from 1983 to 1986. Mr. Koenig earned his J.D. with Honors from the Chicago-Kent College of Law at the Illinois Institute of Technology and his B.S. in Accounting with High Honors from the Kelley School of Business at Indiana University. He is a Director of the Commercial Finance Association, and a member of the Turnaround Management Association, and the Association for Corporate Growth.

Kohei Komamura
Professor
Faculty of Economics, Director of the Financial Gerontology Research Center
Doctor of Economics
Keio University

In 1995, he completed the doctoral program in the Graduate School of Economics at Keio University and worked as a researcher at the National Institute of Social Security and Population Problems, as well as at Toyo University, before assuming his current position in April 2007. His expertise lies in social policy.

In terms of public positions, he served as an advisor to the Ministry of Health, Labour and Welfare from 2009 to 2012, a member of the Social Security Council from 2010 to 2021 (Chairman of the Livelihood Protection Standard Subcommittee and the Disabled Persons Subcommittee), and from 2021 onwards, he is a member of the Population Subcommittee, Pension Subcommittee, Actuarial Subcommittee for Pensions, and the Self-Reliance Support and Livelihood Protection Subcommittee of the same council.

He was a member of the National Council for Social Security System Reform from 2012 to 2013.

In 2018, he served as a member of the Financial Services Agency’s Market Working Group.

From 2021 onwards, he is a member of the Expert Panel on Loneliness and Isolation Countermeasures of the Cabinet Office and a member of the Study Group on the Promotion of the Cabinet Office’s Guidelines for a Shrinking Society.

Additionally, in his current positions, he serves as a visiting professor at the Open University of Japan, a visiting professor at Kyoto Prefectural University of Medicine, a board member of the National Council of Social Welfare, an academic advisor to the Japan Financial Gerontology Institute, the president of the Japan Financial Gerontology Association, and the Vice President of the Society for Economic Science.

Geir Lode
Head of Global Equities
Federated Hermes

Geir joined in May 2007 to establish the Global Equities strategy. Prior to this, he was Chairman of Bergen Yards in Bergen, Norway, where he was responsible for restructuring and focusing a holding company. Bergen Yards changed name to Bergen Group and was listed on the Oslo stock exchange in June 2007. Geir started his career in 1991 at Frank Russell, moving to Chancellor LGT and then Putnam Investments, where he was a senior vice president before returning to Norway in 2003. Geir studied Mechanical Engineering at the Norwegian Institute of Technology and earned an MBA at the Pacific Lutheran University, Washington. Geir has been on the board of 17 companies in four different countries.

Christopher McGinley
Senior Portfolio Manager
Head of Trade Finance Team
Federated Hermes

Responsible for portfolio management and research in the global fixed income area. Previous associations: Legislative Correspondent, Senator Rick Santorum. B.S., University of Pittsburgh; M.P.I.A., University of Pittsburgh. Joined Federated Hermes 2004; Investment Experience: 19 Years.

Frederic Nadal
CEO and Co-Founder
MV Credit

MV Credit

Frederic Nadal, Managing Partner, Chief Executive Officer 64
Co-founded in 2000, Frederic built the origination capabilities of the firm and led more than 100 subordinated debt investments over the last 22 years. He is also Chairman of the Manager Board and Chairman of the ESG Committee. Prior to MV Credit, Frederic worked at Intermediate Capital Group, Lone Star and PwC. Frederic holds a Master (Honors) in Strategy and B.A. from University Paris-Dauphine.

Bui Nagashima
Wealth Consulting
Mercer Japan Ltd.

Bui joined Mercer in 2015. Prior to joining Mercer, he previously worked for the pension department of a leading trust bank.
At Mercer, he has led many plan design, accounting valuation and ALM prokects as a certified pension actuary. In addition, he has led DC related projects and supported for employee’s financial well-being.
He received Master’s Degree from Economic department in University of Tokyo and he is a Fellow of Institute of Actuaries of Japan and a Certified Pension Actuary.

Akihiro Nakamura
Managing Director
Pension Fund Association

Akihiro Nakamura was employed by the Pension Fund Association in 1987. In 1990, he was transferred to the Pension Bureau of the Ministry of Health, Labour and Welfare. In 1999, he was transferred to Japan Center for Economic Research. He was appointed Head of Investment Management Group in 2004, Chief Strategist in charge in 2008, and Director of the Pension Investment Department in 2017. He has been working as Managing Director and Chief Investment Officer since 2019.

He is a Director of the Securities Analysts Association of Japan (SAAJ), Chartered Member Analyst of the SAAJ, CERTIFIED FINANCIAL PLANNER® (Certified by the Japan Association for Financial Planners), and 1st Grade Defined Contribution Planner.

Jiro Nakano
Global Sales Planning Department Senior Manager of Department
Nikko Asset Management Co., Ltd

Mr. Nakano joined Nikko Asset Management in 2012 as the Group Director of Equity Fund Management Department, and he promoted the head of Equity Fund Management Department in 2015. He moved to Investment Planning Department in 2020, and he joined current Global Sales Department in 2022. Prior to joining Nikko Asset Management, he joined AIG investment as the Head of Equity Research in 2005 as Before that he worked at Alliance Bernstein as equity analyst. He started analyst career at Nomura Asset Management in 2000. Prior to Nomura Asset Management, he started his job career at Panasonic, and worked for subsidiaries in Indonesia and Mexico. He was the chairperson at UN PRI JAPAN network in 2012 and 2013, to promote the development.

Kenichiro Nishimura
Consultant
Consulting, Russell Investments

Kenichiro Nishimura joined Russell Investments in 2016, working in the consulting department, providing asset management consulting services to major corporate pension funds. Prior to joining Russell Investments, he was engaged in domestic bond active management at a domestic investment management institution. He graduated with a degree in Engineering from The University of Tokyo and is a Chartered Member of the Securities Analysts Association of Japan.

Akiko Nomura
Managing Director
Research Department Nomura Institute of Capital Markets Research

Akiko Nomura is Managing Director at Nomura Institute of Capital Markets Research (NICMR), a research subsidiary of Nomura Holdings. She is also Head of Nomura Asset Building Research Center. Research areas she mainly covers include pension schemes, asset management industry and securities regulation. Akiko joined NICMR in April 2004, when the institute was established. Previously, she was a researcher at Nomura Research Institute.

Hirokazu Note
Chief Investment Officer, Senior Executive Director
Sumitomo Mitsui Banking Corporation Pension Fund

Hirokazu Note is the Senior Executive Director and CIO for SMBC Pension Fund since April of 2013.
The total assets under management are $8billion where 28% of its total NAV base is in alternative assets, making it one of Japan’s leading corporate pension funds.

Mr.Note has stated that he will increase the NAV base of alternative asset to 40% in the near future.
SMBC Pension Fund is also active in venture investment, including university-launched ventures in the US and Japan.
Prior to joining the SMBC Pension Fund in 2013, Mr. Note served as the Head of Treasury Department at SMBC Bank.
Mr.Note is an investment committee member of the Japan Prize Foundation and graduated from Keio University with a degree in law.

Akiyoshi Oba
Chairman and Managing Director
Japan Investment Advisers Association

Akiyoshi Oba was appointed Chairman of the Japan Investment Advisers Association in June 2017 after serving as Managing Executive Officer of Mizuho Trust & Banking Co., Ltd. and President & CEO of Tokio Marine Asset Management Co., Ltd. He is a member of the “Council of Experts Concerning the Follow-up of Japan’s Stewardship Code and Japan’s Corporate Governance Code” of the Financial Services Agency, the “Corporate Governance System Study Group” of the Ministry of Economy, Trade and Industry, and the “High Level Meeting on ESG Finance” of the Ministry of the Environment. He was Chairman of the Securities Analysts Association of Japan from 2013 to 2017.

Kayo Oe
Director & Chief Researcher
Institute for the Advancement of Defined Contribution Plans

Kayo Oe has dedicated 33 years to asset building and financial wellness in the workplace. She was involved in defined contribution pensions even before the scheme was launched and was engaged in investment education as well as support services for operational practices for some 10 years. At present, in addition to lecturing and writing on topics such as asset building for working-age people and senior life planning before and after retirement, she is also a Director of the NPO Institute for the Advancement of Defined Contribution Plans, which facilitates the spread and proper management of both corporate pension plans and individual-type defined contribution pension plans (iDeCo).

Seiji Ogishima
President
Nomura Fiduciary Research & Consulting Co.

Seiji Ogishima is President & Representative Director of NFRC since 2021 Dec.1st. Previously, he was responsible for pension investment consulting services as Head of Fiduciary Management Department and Head of CIO Group in Nomura from 2007-2021. He was Head of Investment Management Solution Group at Financial and Economic Research Center of Nomura Securities from 2002-2007. He worked in Nomura Research Institute as a quantitative analyst from 1991-1996.

Mr. Ogishima awarded Security Analysts Journal Prize in 1993. From 2001-2002, he was a visiting scholar in Finance at the UCLA Anderson Graduate School of Management. From 1996-1999, he was a full-time senior researcher at the Research Institute for Policies on Pension & Aging. He is a member of the Seminar Planning Committee of the Security Analysts Association of Japan, and the Committee of Research Institute for Policies on Pension & Aging.

Mr. Ogishima holds a Master’s degree in engineering from Keio University. He has written several books on pension investments. He is a Certified Member Analyst of the Securities Analysts Association of Japan (CMA).

Kunihiko Ogura
Senior Fellow
AL-IN, Soken, Inc.

Joined MITSUI & CO., LTD. in 1980.

After working at the Tokyo Head Office (Finance and Project Finance Divisions) and German and the U.S. (New York) offices and serving as the president of a financial subsidiary and CFO of a property developer

May 2017–June 2022: Executive Director and Investment Managing Director of Mitsui & Co. Group Pension Fund

July 2022–March 2023: Senior Adviser of the Fund

April 2023–present: Senior Fellow of Al-in

Kosuke Okimori
Managing Director
Kewpie Pension Fund

Managing Director, Kewpie Pension Fund.Graduated Waseda University Social Science in 1987.Join Nakashimato Co., Ltd., the  founder’s company of Kewpie group in 1987.and involved in Overseas Department.  Also experienced expatriates in London from 1999to 2003 for purchasing foods from Europe. Since 2005, shifted to accounting and treasury area which is K. System, the shared services company of Kewpie group and moved Kewpie Financial Department in 2010 and HR Department in 2015.  From 2012, becoming in charge of Kewpie’s group pension fund.

Yoko Otsuki
Managing Director
G&E Mirai Corporate PensionFund

After working as a trainer at a life insurance company, an assistant to actuaries at a foreign consulting firm, a relationship manager at an investment institution, and an investment consultant, Yoko Otsuki assumed the office of Managing Director of the Japan Community Gas Utility Operators’ Employee Pension Fund in 2014. She experienced the dissolution of the Fund and the establishment of the G&E Corporate Pension Fund in April 2016 as well as the merger with the Mirai Corporate Pension Fund in April 2020.

Sean P. Ruhmann
Partner
TA Realty

Sean Ruhmann is a member of TA Realty’s portfolio management team and is responsible for overseeing the achievement of the goals and objectives for certain of the Firm’s investment vehicles through active management and monitoring of portfolio assets, acquisition and disposition activity, leverage levels, and distributions. He joined the Firm in 2016 and is a member of the Investment Committee. Prior to joining the Firm, he was a Partner and Director of Private Markets Research at NEPC, LLC, and previously, Sean was a Vice President in the Real Estate Investment Banking group at Goldman, Sachs & Co..

Hiroshi Sakata
Investment Officer
Asahi-Kasei Pension Fund

Hiroshi Sakata, as an investment officer, has led asset management at Asahi Kasei Pension Fund.

After joining Asahi Kasei, he worked at the Company’s housing business division, the Group’s financial subsidiary, and corporate management and finance divisions of the Company’s headquarters. He assumed the current post in November 2016. He is a Chartered Member of the Securities Analysts Association of Japan.

Stacy Schaus
Founder and CEO
Schaus Group LLC

 

Stacy Schaus is Founder and CEO of the Schaus Group LLC, an independent consulting firm dedicated to serving retirement plan fiduciaries. She is also an Independent Board Member for the BNY Mellon ETF Trust, the Immediate Past Chair of the Employee Benefit Research Institute, an advisory board member for a London-based impact investment management firm, and an editorial board member for The Journal of Retirement and the Retirement Management Journal.

Previously, Ms. Schaus served in a number of executive roles at PIMCO, Hewitt Associates and Merrill Lynch Capital Markets. She has published 11 books on defined contribution and investment management, including Successful Defined Contribution Investment Design (Wiley 2017). Ms. Schaus holds an MBA in Finance/International Business from the Stern School of Business at New York University.

Scott Service
Vice President
Portfolio Manager and Co-Head of the Global Fixed Income Team
Loomis, Sayles & Company

He co-manages the Loomis Sayles Global Bond Fund. In addition, Scott co-manages global bond and global credit accounts as well as a suite of products outside the US.

Scott joined Loomis Sayles in 1995 and was promoted to credit analyst in 1999. Between 2001 and 2003, Scott worked in Paris for Loomis Sayles’ parent company, Natixis Investment Managers, covering European credits across various industries and honing his international credit analysis skills. He returned to the Loomis Sayles fixed income team in 2003 and became leader of the global credit sector team. In 2004, Scott joined the global bond team. Previously, he held financial accounting positions at both State Street Bank and PNC Bank. Scott earned a BS from Babson College and an MBA from Bentley College.

Katsuhisa Tagawa
Full-time advisor
Corporate Pension Network Council

Katsuhisa Tagawa’s career started in 1976 after graduating from Chuo University with an Accounting degree. He joined JCB Co., Ltd., rising to General Manager of the General Affairs Department by 2000. In 2007, he earned an MBA from Waseda University in “Pension Management and Mathematics.”

From 2002 to 2013, Tagawa led the JCB Employee’s Pension Fund and managed the JCB Health Insurance Society. He played vital roles in the pension industry, including Executive Vice President of the JCB Corporate Pension Fund from 2013 to 2019.

Tagawa’s leadership extended to the Pension Fund Association, where he served in key roles from 2015 to 2019. Since 2019, he has been an Executive Member of the Pension Academy of Japan. Currently, he is a Full-time Adviser at the Corporate Pension Network Council and a Councilor at the Research Institute for Policies on Pension and Aging, demonstrating his unwavering commitment to advancing pension management in Japan.

Tsuneo Taguchi
Senior Executive Advisor
Fiduciary Management Department
Nomura Fiduciary Research & Consulting Co., Ltd. (NFRC)

Tsuneo Taguchi joined Japan Travel Bureau Inc. (currently JTB Corp.) in 1979. In 1989, he became Operation Manager of the JTB Vienna Office in Austria after working in the accounting department at the head office in Japan. From 1997, he served as Team Manager of the finance department (head office) and was responsible for investment, cash management and foreign exchange. From 2000, Mr. Taguchi held a position as Treasurer at JTB Americas, Ltd., a holding company encompassing the United States and Canada. In 2007, he returned to the head office in Japan and as General Manager, he was in charge of investment. From 2010, Mr. Taguchi held a position as Managing Director & Director of Investment of the Pension Fund of JTB. He joined Nomura Securities Co., Ltd in April 2018 and served as Senior Executive Advisor of Fiduciary Service Research Center. He has been in the current position since December 2021.

Kazuya Takagi
Senior Portfolio Manager
Nomura Asset Management

Mr. Takagi is a Senior Portfolio Manager at Nomura Asset Management, engaging in providing solutions in asset management space. Prior to joining Nomura in 2023, he worked for Daiwa Institute of Research and Daiwa Fund Consulting as an investment consultant for mainly DB and DC sponsors for 16 years.

Toru Takahashi
Executive Consultant
Nomura Fiduciary Research & Consulting

Toru Takahashi joined Nomura Securities in 2015. He works at Fiduciary Management Department, providing investment consulting for corporate pensions and conducting research on asset management with a focus on personal assets. He has been in the current post since December 2021. Prior to joining Nomura Securities, he was engaged in domestic bond management and real estate fund of funds management at a life insurance firm.

Kuniko Takahashi
Co-incorporator
BoardHR Initiative

After more than 10 years of consulting experience in the human resources and organizational fields at Hay Consulting Group (currently Korn Ferry) and PwC Consulting (currently IBM), she worked in the corporate planning department of a Japanese manufacturing company in the area of new business development, M&A practice, and corporate management control, for more than 10 years. After that, she participated in the management of an agricultural venture company.

A recent activities, she led WICI (The World Intellectual Capital/Assets Initiatives) Japan Human Capital Subcommittee (2022-2023), and contributed NIKKEI integrated award (2022) as a judge.

Her Writings; “Profit Margin Gap between Japanese and American Companies” by Hiroyuki Itami (she wrote Chapter 1 and Chapter 3) published by Yuhikaku,“Superior CEO’s Competencies” BoardHR Initiative White Paper

She graduated MBA of Hitotsubashi University

Gakuji Takahashi
Chief Director
Nikkei Pension Fund

Gakuji Takahashi joined Nikkei Inc. in 1983. He worked at the Securities Department, the Editorial Department of the Nikkei Business, and QUICK Corp. before assuming the current post in 2020.

Gakuji Tamaki
Chief
Corporate Pension Office
Panasonic Operational Excellence Co., Ltd.

 

Gakuji Tamaki received a graduate diploma in Health Sciences from Osaka University Graduate School of Medicine in 2010. He was in charge of the bank’s own account management in 2013. He joined Panasonic (Panasonic Pension Fund Management) in September 2018 to work in DB management. He is concurrently in charge of DB and DC due to reorganization in April 2021 (to present). He is a Chartered Member Analyst of the Securities Analysts Association of Japan.

Masayuki Teraguchi
Head of Investment Technology Fund Management Department
Nikko Asset Management

Masayuki Teraguchi is responsible for management and enhancement of quant active, smart beta and index strategies. Prior to joining Nikko AM, he managed global equity portfolios using quants models over 14 years for foreign and Japanese sovereign funds and corporate pensions in Amundi Japan. Before joining the company, he engaged in quantitative analysis, derivatives pricing and investment risk analysis in Meiji Yasuda Life Insurance.

Masayuki Teraguchi holds a MBA in finance from Graduate School of International Corporate Strategy, Hitotsubashi University. He co-wrote “Long-Short Investment Policies vs. Long-Only Investing” in Securities Analysts Journal and co-translated “Active Portfolio Management” to Japanese.

Certificates: Deep Learning for Engineers certificate from Japan Deep Learning Association, CFA, Chartered Member of the Securities Analysts Association of Japan

Eiji Ueda
Executive Managing Director/CIO
Government Pension Investment Fund

 

Mr. Ueda joined GPIF and appointed as Executive Managing Director and CIO in April 2022. Prior to his role at GPIF, he was a Director of Goldman-Sachs Japan Co., Ltd. After graduating from the University of Tokyo (school of Engineering) in 1991, he joined Goldman-Sachs Japan Co., Ltd. and was assigned to International Bond Trading, Fixed Income Division. Later he was appointed as Managing Director of JGB trading, Co-head of Fixed Income, Currency and Commodities Division of Goldman-Sachs Japan Co., Ltd., Co-head of Fixed Income, Currency and Commodities Division, Co-head of the Asia Pacific Risk Committee, Member of Global Risk Committee, Co-head of Asia Pacific Securities Division at Goldman-Sachs Asia LLC (Hong Kong), Co-head-of Asia Securities Division, Goldman-Sachs and Company Tokyo, and Advisory Director.

 

Isao Uesaki
Senior Investment Officer
Nomura Asset Management

Mr. Uesaki is Senior Investment Officer of Nomura Asset Management, covering passive investment and rule based strategies. Prior to his current position, he served as the head of Quantitative Research & Development at Nomura Asset Management from 2010 to 2015. Mr. Uesaki earned both B.S. and M.S. in Physics at Osaka University, and MBA in Finance at Graduate School of Waseda University. He is a winner of Securities Analysts Journal Prize in 2009.

Tim Wang, Ph.D.
Managing Director and the Head of the Investment Research
Clarion Partners

Tim Wang is a Managing Director and the Head of the Investment Research at Clarion Partners. He helps manage the firm’s $81 billion of commercial real estate investments. Tim leads the group in supporting the development of firm-wide and business unit-specific investment strategies and advising on portfolio construction through proprietary analytics and econometric forecasting. He joined the firm in 2006 and is a member of Clarion Partners’ Investment Committee. Tim has published numerous real estate research articles and co-authored five real estate strategy books. He holds an MBA from New York University and a Ph.D. from the University of Georgia.

Paul Westhead
Managing Director, Chief Executive Officer
Rimrock

 

Paul joined Rimrock in 2004. In addition to being the firm’s Chief Executive Officer, Paul shares responsibility for overseeing the firm’s strategic development, marketing and investor relations efforts. Previously, he served as a Senior Vice President at Oaktree Capital Management, where he was responsible for client relations and marketing. Prior to Oaktree, Paul was a Senior Vice President and Account Manager at PIMCO, where he was involved in client relations and product management. Paul started his financial career at Credit Agricole, where he was a Vice President for institutional sales in their futures and options division. He received a BA degree in History from Fordham University and his MBA in Finance and Accounting from the J.L. Kellogg Graduate School of Management at Northwestern University. He is currently the President of the Board of Trustees at St.Margaret’s Episcopal School and a member of the Board of Governors at the Orange County Community Foundation.

Kenichi Yokota
Representative Director
Well Spent Co., Ltd.

Kenichi Yokota is a financial planner and Representative Director of Wellspent, Co., Ltd. After working in derivatives development, trading, corporate planning, fintech planning, and research at a major securities firm, he became independent in 2018. He supports individual asset building with a concept of “ordinary people for ordinary asset building” while disseminating information on the “Asset Building Handbook,” an information website boasting one million page views per year, and on YouTube. He graduated from the Department of Physics, Faculty of Science of The University of Tokyo and completed a master‘s degree at the Graduate School of Science of The University of Tokyo. He holds a master’s degree in Business Administration (MBA) from Alliance Manchester Business School.

Toru Yamane
Investment Managing Director
Daiwa House Industry Pension Fund

Toru Yamane is the Investment Managing Director of Daiwa House Industry Pension Fund.

He joined Daiwa House Industry Co.,Ltd. in 1987 in the Finance Department.He has held various roles throughout his career in Daiwa House Industry,including as chief of the Accounting Department and chief of the Finance Department.

In 2000,Mr Yamane became the Manager in the Finance Department.He became investment manager of the Daiwa Houe Industry Pension Fund in 2005 and was promoted to his current role as Investment Managing Director and Chief Investment Officer in 2014..