Commercializing Energy Transition SMBC

Across 8 sessions, Jefferies & SMBC brought together leading asset owners, managers, investors and analysts to provide Japanese corporates and investors with practical insights on how they might commercialize the energy transition. Using experiences and lessons from practitioners around the world at differing stages of the transition, each session addressed specific aspects of the capital markets and corporate strategy.

A Roadmap for Japan’s Energy Transition

Aniket Shah

As Japan embarks upon its energy transition – we provide some guiding principles. The main messages being a need for realism, pragmatism, & collaboration all grounded in economic value creation.

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Agenda at a Glance

Session 1: The Energy Transition & Asset Owners
Session 2: Public Markets & Japan’s Transition
Session 3: Corporate Governance in Japan & the Transition
Session 4: Monetizing the Energy Transition
Session 5: Insights from Japanese Companies
Session 6: Capital Formation for the Transition

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The Global Energy Transition – a view from Asset Allocators

Debanik Basu, Head of Sustainable Investing for APAC at APG
Glen Yelton, Global Head of ESG, Invesco
Helga Birgden, Global Chair on Sustainable Investment, Mercer

Moderated by: Aniket Shah

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A Guide for Japanese Corporates to Attract Public Equity Capital

Rolando Morillo, Portfolio Manager for Climate Solutions Strategy, Rockefeller Asset Management
Thomas Kamei, Portfolio Manager of Tailwinds Fund, Morgan Stanley
Will Pomroy, Head of Impact Engagement, Federated Hermes
Masanori Mizuno, Principal, Responsible Investment Section, Sumitomo Mitsui DS Asset Management

Moderated by: Aniket Shah

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Navigating Corporate Governance & Investor Activism Amidst the Energy Transition

Eva Zlotnicka, Co-Founder of Inclusive Capital Partners & Current Operating Partner at Pana Capital Management
Nicholas Benes, Chief Executive Officer of The Board Director Training Institute of Japan
Zuhair Khan, Senior Portfolio Manager, UBP Investments

Moderated by: Aniket Shah

How Have US, European & Chinese Companies Monetized the Energy Transition

Ahmed Farman, EMEA Utilities & Clean Tech Research Analyst, Jefferies
Johnson Wan, Head of APAC Industrial, Mobility & New Energy Research, Jefferies
Julien Dumoulin-Smith, Head of US Utilities & Clean Tech Research, Jefferies
Lloyd Byrne, Head of US Energy Research, Jefferies
Emi Iwasaka, Sustainability Research/Financial Market & Economic Research, Senior ESG Analyst, SMBC Nikko

Moderated by: Charles Boakye, Washington, Sustainability & Transition Strategist, Jefferies

Insights from Japanese Companies – Allocating to the Energy Transition

Shuichiro Kawamura, President, Energy & Environment Investment
Takuto Kawamura, Executive Officer, Head of the Global Investor Relations Group, Financial Strategy & Planning Division, JERA
Wataru Sato, Head of CCUS & Subsurface Energy Business Unit, Energy Innovation Initiative SBU, Sumitomo Corporation
Jeff Tang, Managing Director, Energy Transition Investment Banking Group, Jefferies

Moderated by: Kenji Irie, Executive Officer and General Manager, Sustainability Planning Department, Sumitomo Mitsui Financial Group

Capital Formation, Fundraising & M&A to Accelerate the Energy Transition

Emmanuel Lagarrigue, Global Co-Head of Climate Strategy, KKR
Jimmy Chuang, Chief Financial Officer of Twelve
Tracy Wolstencroft, Senior Advisor, TPG Rise Climate
Jeff Tang, Managing Director, Energy Transition Investment Banking Group, Jefferies

Moderated by: Kenji Irie, Executive Officer and General Manager, Sustainability Planning Department, Sumitomo Mitsui Financial Group

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Setting the Stage

Toru Nakashima

President & Group Chief Executive Officer, Sumitomo Mitsui Financial Group

John Huwiler

Vice Chairman, Mergers & Acquisitions

Toru Nakashima, President & Group Chief Executive Officer, Sumitomo Mitsui Financial Group and John Huwiler, Vice Chairman, Mergers & Acquisitions, Jefferies with perspectives on how to commercialize the energy transition

The State of the Transition and What Comes Next

Aniket Shah
Masa Takanashi

We started the day with a global analysis on the state of the energy transition. We will discuss investment trends by sector and geography, financial returns, key policy initiatives and technological readiness levels of decarbonization.

The Macro Picture & the Energy Transition

Davide Zervos, koya miyamae
Moderated by: Michael Eastwood

Infrastructure investment is highly sensitive to interest rates and the broader macroeconomy. In this session, we heard from leading economic analysts on the medium term outlook of interest rates and inflation.

Commercializing the Transition

Aniket ShaH

The transition remains both too slow and impressively fast. As Japan moves forward there are various avenues through which the theme can be commercializing by companies and investors.