Japan’s Market Outlook: Global Investor Perspectives on Growth, Risk, and Opportunity
Japan’s capital markets are undergoing a major transformation. Since 2015, corporate governance reforms, the Stewardship Code’s emphasis on constructive dialogue between companies and investors, and ongoing market reforms led by the Japanese government and the Tokyo Stock Exchange have collectively reshaped the investment landscape. As a result, global investors are once again reassessing the attractiveness of Japanese companies. At the same time, shareholder proposals from overseas activist investors have been increasing year by year, and more Japanese companies are finding themselves under growing pressure to respond.
In this event, we welcome Jesper Koll, Adjunct Professor at Shizenkan University and a long-time investor in the Japanese market. Drawing in part on Shizenkan MBA’s course “What Is a Company For?”, he will explore:
- The appeal of Japan’s capital markets from the perspective of global investors
- The key challenges Japanese companies must address today
- How Shizenkan positions leadership education within this broader context
This session offers an excellent opportunity for international professionals working in Japan to deepen their understanding of Japanese companies and capital markets, while also experiencing Shizenkan’s approach to leadership education. We warmly invite you to join us.
19:00 – 19:10 Shizenkan University introduction / Speaker Introduction
19:10 – 19:45 Prof. Jesper Koll “Japan’s Market Outlook: Global Investor Perspectives on Growth, Risk, and Opportunity” Interactive Session
19:45 – 20:00 Discussion with Shizenkan Alumni
20:00– 20:15 Q&A
20:15 – 20:30 Admissions Information Session
20:30 Closing
Prof. Jesper Koll
For over 20 years, he has been recognized as one of the top economists and strategists in Japan.
He served as the Managing Director for Equity Research at JP Morgan in Tokyo, the Chief Economist for Merrill Lynch Japan, and the Chief Economist for JP Morgan.
For his highly regarded analysis and insights, he has been appointed as a member of numerous government committees.
He is one of the few non-Japanese member of Keizai Doyukai.
He has written three books in Japanese, “Japan’s Economy – The Envy of the World” (2017), “The End of Heisei Deflation“ (2001), and “Towards a New Japanese Golden Age” (1999).
When he came to Japan in 1986, he worked for three years as an aide to a Member of Parliament.
He earned an M.A. in International Economics at Johns Hopkins University, and worked as a researcher at both Tokyo University and Kyoto University.