Agenda
Networking Lunch
Global and Japan Economic Outlook - Walking the Tightrope
Keynote fireside chat with Waseda Business School
- Given a slowing U.S. economy and struggles in Europe and Japan, what is the outlook for the global economy?
- How might the delayed monetary easing cycle cap the pace of recovery in advanced economies, especially in the context of November’s U.S. election?
- How is the Bank of Japan managing the delicate balance act between supporting a weak economy and a weak yen? How might stronger wage gains and narrowing interest rate differentials change the central bank’s calculations?
- Given shifting global growth and inflation dynamics, how can central banks avoid policy missteps? What is the outlook for bond yields, foreign exchange, portfolio flows, and asset investment strategies?
Networking Break
In Focus Sessions: Session 4 – ALM Case Study
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Tianwei, is a Managing Director based in Hong Kong. He is the representative director for Moody’s Analytics Japan and the head of sales for Moody’s Analytics in North Asia.
In his role, he manages a sales team for Greater China (including Mainland China, Hong Kong and Taiwan), Japan and Korea partnering with clients in banking, insurance, asset managers, other financial institutions, and corporates, helping them overcome their risk management challenges.
Tianwei has joined Moody’s in 2002 and has since gained extensive product knowledge to serve North Asia based clients with various solutions that provide deep insight into making better business decisions.
Before joining in Moody’s, Tianwei worked for Goldman Sachs in the Technology Division.
He holds a Bachelor of Information System from Osaka University.
Naoko Nemoto is a professor at Waseda Business School (Graduate School of Business and Finance). Until May 2021, she was a financial economist at the Asian Development Bank Institute. Her research interests include financial markets, financial inclusion, and sustainable development goals. Before that she was a managing director at Standard & Poor’s Ratings Services and an economist at the Bank of Japan.
She has a BA in law from Waseda University, Tokyo, an MBA from the University of Chicago, and a PhD in finance from Hitotsubashi University, Tokyo. Currently she is a board member of the Government Pension Investment Fund Japan, Hokkoku Financial Group and Mizuho Bank. She is a chair of the Carbon Neutrality Working Group at Financial Service Agency in Japan.
Stefan Angrick is an associate director and senior economist at Moody's in Tokyo. He holds a master's degree from Leipzig University and a PhD from the National Graduate Institute for Policy Studies in Tokyo. He has previously held positions with Oxford Economics, the Asian Development Bank Institute, the Bank of Finland, and Keio University.
Hideto Yamamoto joined Aflac in 2015 as senior vice president, chief investment officer of Aflac Japan, the predecessor of Aflac Life Insurance Japan, where he chairs the Japan Investment Committee and is responsible for leading and managing a team of investment professionals, while having oversight responsibility for ensuring execution of globally approved investment strategy of the Aflac Life Insurance Japan portfolio. He is also a member of the Global Finance Committee and the Global Risk Committee. In 2018, he was named President and Representative Director of Aflac Asset Management Japan. Prior to joining Aflac, he served in roles of increasing responsibility at DIAM International, most recently serving as chief executive officer and chief investment officer in the company’s London office. Prior to joining DIAM, he spent 15 years serving in roles of progressive responsibility at the Industrial Bank of Japan, which included portfolio management and economic research. He received his Bachelor of Arts in economics from Keio University in Tokyo.
Hironobu Suzuki joined Aioi Nissay Dowa Insurance in April 2022 as a loan employee from Nippon Life Insurance, Manager of Financial Administration Group in the Investment Planning Department; from 2023, as the General Manager of the Investment and Loan Department of the Company, responsible for loan and securities investment including bond, equity and alternative.
Prior to joining the Company, worked for Nippon Life Insurance in 1994 and was involved in the investment of domestic and foreign bonds and foreign equity investments in the Treasury & Capital Market Department, International Investment Department and Foreign Equity & Alternative Investment Department. Also involved in asset allocation and ALM in the Finance & Investment Planning Department, and market risk quantification and securities system development in the Securities Operations Department.
Since 2016, led alternative investments at Nippon Life's US asset management base (New York), including hedge funds, private equity, infrastructure and overseas real estate investments; in 2017, launched the company's direct lending investment program; from 2019, managed the European asset management base (London) as Managing Director & CEO, responsible for fixed income, alternatives and project finance.
Graduated from Keio University of Department of Commerce. Holds U.S. CPA certification.
Motomi Hiratsuka joined Neuberger Berman Group in April 2016, engaging in the
sales of investment strategies targeting traditional and alternative assets managed by Neuberger Berman, primarily to institutional investors such as insurance companies and banks. Oversees the financial institutions business as the head of the Financial Institutions Group.
Prior to joining the company, joined Daiwa Securities Co., Ltd. in 1989 and worked at Daiwa Securities Investment Trust Co., Ltd. (currently Daiwa Asset Management Co., Ltd.) since 1993. Engaged in the development of quantitative investment models and mark eting to institutional investors. From 1997, worked at Goldman Sachs Securities Co., from 2002 at BNP Paribas Securities Co., and from 2010 at Morgan Stanley MUFG Securities Co., Ltd., involved in solution sales in equities and equity derivatives, and asset allocation.
From September 2014, seconded from Morgan Stanley MUFG Securities Co., Ltd. to Mitsubishi UFJ Morgan Stanley PB Securities Co., Ltd. (currently Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.), engaged in product development for high net worth individuals.
Graduated from Tokyo University of Science, Faculty of Science and Technology, Department of Applied Biological Science. Holds the qualification of Certified International Investment Analyst (CIIA).
Soichiro Makimoto is a Vice President and Senior Credit Officer with Moody’s Japan K.K.
He covers Japanese insurance companies and banks.
Soichiro has around 20 years of analytical experience and expertise in a variety of
areas in the financial services industry.
Before joining Moody’s, he worked as a consultant on the insurance and banking
industries for PwC, Willis Towers Watson, and Aon, providing services related to
M&A strategy, regulatory and rating agency advisory, risk/profit management,
auditing and assurance, financial product development and sales strategy, and
reinsurance strategy. Soichiro has also worked as an actuary team leader.
Soichiro holds a Master’s in physics from the University of Tokyo. He is a CFA
charterholder and also a Fellow of the Institute of Actuaries of Japan.
RMS Japan株式会社において日本、韓国、台湾の営業の責任者を務める。生命保険会社、損害保険会社、再保険会社に主に自然災害リスクのソリューション・ライフリスク・気候変動リスクのモデルとソリューションを提供。
前職では、米系IT企業でAPACの保険会社、金融機関を担当し、金融機関向けソリューションを提供。また、損害保険・生命保険・再保険分野において、米系保険会社にて、２０年数年にわたる営業、引受、商品開発、M&A業務の経験があり専門知識を有する。
University of Nottingham MBA Finance卒業。
ムーディーズ において日本モデルの開発、保険会社・再保険会社のユーザー支援を担当。様々な自然災害分野において、約25年にわたる分析業務の経験及び専門知識を有する。
北海道大学理学部地球物理学科卒業。
Justin Tanjuakio is a Director and Insurance Industry Practice Lead at Moody’s Analytics, covering the APAC region. In his current role, he collaborates with insurers to enhance their underwriting, investment/insurance risk management, and balance sheet management, through Moody’s Analytics solutions.
Prior to Moody’s, he worked for 14+ years for life insurers including MetLife, Prudential and AIG. His experience includes management roles within financial reporting, risk management, embedded value, product development, pricing, and internal audit. He has been based in Japan since 2016.
Justin is a Fellow of the Society of Actuaries and a Chartered Enterprise Risk Analyst.
Kensuke Ogawa is an Analyst with the Financial Institutions Group at Moody’s Investors Service. Based in Tokyo, he covers a portfolio of major Japanese banks and insurers.
Kensuke first worked for Moody’s in January 2020 as an Associate Analyst, joining the company after working for a Japanese life insurer in Tokyo and London, and a foreign asset management company as a credit analyst. He left Moody’s for a Japanese asset manager in 2021, and rejoined Moody’s in 2023, taking on his current role.
Kensuke holds a Master of Business Administration from Hitotsubashi University and a Bachelor of Engineering from Osaka University. He is a CFA Charterholder.
Sally Yim is a Managing Director in the Financial Institutions Group. Based in Hong Kong SAR, China, Sally is the Head of APAC Financial Institutions, responsible for Moody’s analytical teams covering ratings and research on APAC banks, insurance companies, and non-bank financial institutions such as securities and leasing companies. She is also a co-head of Moody’s Global Banking and Global Insurance & Asset Management rating franchises. In addition, Sally leads the Global Financial Institutions Group’s Environment, Social & Governance (ESG) efforts.
Sally joined Moody’s in February 2005 as an Associate Analyst in New York, covering property & casualty insurers. She transferred to Hong Kong in 2006 and completed a short stint in the Corporate Finance Group, supporting analysts in the
oil & gas, petrochemical and steel sectors. Sally rejoined the Financial Institutions Group as an Analyst in January 2007. Since then, Sally has covered various Asian financial institutions, including insurance companies, banks and securities firms and subsequently, became a manager overseeing various teams covering the ratings and research of Greater China and Korean financial institutions.
Prior to joining Moody’s, Sally worked as a Senior Auditor at Ernst & Young LLP in New York, specializing in private and public insurers. She also worked at Ernst & Young’s National Professional Practice, where she focused on technical accounting research, while assisting in accounting consultations.
Sally holds a Bachelor of Business Administration and Master of Accounting from the University of Michigan. She is a CFA charterholder and also a Certified Public Accountant.