Already registered for Japan Investing Summit 2012? Enter the Main Conference Area.

 

November 7-8, 2012, fully online
(plus two weeks of access to all sessions)

Japan is full of cheap stocks, but which will outperform?

Discover how to profit from the world’s cheapest market. Avoid value traps.

ValueConferences.com and The Manual of Ideas present the Web’s largest fully online Japan investment conference.

Dear Fellow Investor,

Are you intrigued by Japan, but don’t know how to approach this unique market? Are you invested in Japan, but actively searching for new or better ideas? Are you a veteran Japanese investor looking to expand your network of like-minded investors and get their latest insights?

Let’s be honest, there are few investors who have made money in Japan over the last five, ten, or twenty years. Statistical cheapness has not translated into profits for most investors. Capital allocation and governance issues, economic challenges, and other macro factors are often cited as reasons. As a result, many investors have all but written off Japan.

For bottom-up investors, this mix of low valuations and negative sentiment represents a paradise – but not an unequivocal one. Benefit from the expert insights and ideas of top Japan specialists and learn how to profit from the world’s most undervalued market while avoiding the value traps! For example:

  • Find out why the resurgent M&A market matters more to investors than the often-cited negative demographic trends
  • Learn how to assess corporate governance and leadership quality at Japanese companies beyond the usual semantics
  • Gain a comprehensive view of the J-REIT industry and find out which JREITs represent the best opportunities
  • Discover the different risk-rewards at domestic vs. export companies, global leaders vs. turnaround situations, and more
  • Get the investment case on more than ten actionable Japanese stock ideas favored by your instructors right now

ValueConferences has partnered with The Manual of Ideas to bring you Japan Investing Summit 2012 — an online conference for investors looking to deeply understand Japanese investing and gain the conviction to profit from the compelling investment ideas presented by great instructors, including many investors who have been “on-the-ground” for decades.

Veteran value investor Irving Kahn once said: “There’s always something to do. You just need to look harder, be creative and a little flexible.” Perhaps more than most, the late Peter Cundill took this to heart and became one of the most successful investors in Japan. You can too!

More than 20 of the best global investors and Japan specialists, many of whom are based in Tokyo, will come together on November 7-8 to share their insights and ideas (see the great line-up on the right). You’ll enjoy two weeks of access to all sessions, so if you’re busy on November 7-8, no problem!

What’s more, if you’ve ever paid $2,000 or more for a physical conference — not to mention the hassle and expense involved in getting there — you will appreciate the incredible convenience and value-for-the-money of Japan Investing Summit 2012. If you’ve shunned physical conferences, we invite you to experience a fully online event created with your desires in mind — to uncover money-making ideas and network with fellow investors from the comfort of your home or office.

Your line-up of expert instructors is headed by three great investors who have studied and invested in Japan from very different angles — Shuhei Abe, Chief Executive Officer of SPARX Group, Guy Spier, Chief Executive Officer of Aquamarine Capital, and Mohnish Pabrai, Managing Partner of Pabrai Investment Funds.

Register now and get hours of exclusive video interviews with the best local investors and Japan thought leaders from our recent trip to Tokyo, including Bruce Aronson (Waseda University), Nicholas Benes (The Board Director Training Institute of Japan), Drew Edwards (Advisory Research), Stephen Givens (Givens Gaikokuho Jimu Bengoshi Jimusho), Kenji Iwamoto and Ken Kobayashi (TMAM-GO Japan Engagement Fund), Alexander Kinmont (Milestone Asset Management), Noriyuki Morimoto (HC Asset Management), Takuji Okubo (Japan Macro Advisors), Bruce Pomer (Westgate Advisory), Howard Smith (Indus Capital Advisors), Jiro Yasu (Varecs Partners/First Eagle), Mitsuhiro Yuasa (Rheos Capital Works), and many more – you will benefit from plenty of stock ideas even before Japan Investing Summit kicks off on November 7-8!

Keep reading to find out more about this conference and the many ways you can benefit from it. And be sure to check out the free resources available exclusively on this page.

Here’s to your investment success!

John Mihaljevic, CFA, Managing Director, ValueConferences.com

Oliver Mihaljevic, Managing Director, ValueConferences.com

P.S. You don’t have to live in Japan to make money in Japan. If you are a fundamental, long term investor with an open mind and a global perspective, you too can follow in the footsteps of John Templeton, Peter Cundill and other successful global investors who have made money in Japan. Ever since John Templeton “discovered” Japan in the early 1960s, the notion that Japan is too far or too different has been discredited in a most spectacular way. After all, everything at a price!

P.P.S. No need to do it all alone. As soon as you secure your spot at Japan Investing Summit 2012, you will join a welcoming community of like-minded investors. And because the conference takes place online, you’ll gain access to a truly global network, including many Japan-based investors you can connect with during and after the event.

Save 25% with our limited-time special discount! Hurry, this discount expires soon!

Plus get exclusive FREE bonuses immediately upon registering.

(act now, sale ends soon)

 

Preview one of your registration bonuses, an exclusive 59-minute interview with Peter Cundill protégé and Japan Investing Summit 2012 instructor Tim McElvaine, President of McElvaine Investment Management:

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WHO: This event is ideal for any investment analyst, portfolio manager, capital provider, financial advisor, or individual investor who desires a deeper understanding of the risks and opportunities for investors in Japan. If you seek to protect your capital, grow your capital, or advise your clients on how to diversify into and make money in Japan, then this conference is for you. Even if your focus is outside of Japan, you may be looking for a select few compelling investment ideas in Japan, or you may simply be looking to understand how developments in Japan – one of the world’s largest economies – may affect companies you own in the rest of Asia, North America, Europe, or elsewhere.

You’ll recognize some of the organizations that attended our last fully online event: Artisan Partners, Baillie Gifford, Bestinver, Chanticleer, Citigroup, Diamond Hill, GAM, Gardner Russo & Gardner, GMO, GoldenTree, International Value Advisers, Invesco, Knott Partners, Menlo Advisors, Merrill Lynch, J.P. Morgan, Raymond James, Rothschild, Ruane Cunniff, Schroders, Third Avenue, Thornburg, Tiger Global, and many smaller funds, advisors, analysts, and individual investors.

WHAT: This fully online summit will help you better understand what’s going on in Japan, where to focus your investment search, and which stocks offer the most favorable risk-reward opportunities. Highly regarded fund managers will lead practical sessions on their approaches to making money in Japan, including detailed investment theses on their most compelling stock ideas. Presentation topics include: the case for Japan; misconceptions about Japan and implications for investors; how to find the best investment ideas and avoid value traps in Japan; how to assess leadership at Japanese companies; overview of opportunities in JREITS; what tools can help investors find and evaluate bargains in Japan; how to make sense of peculiarities such as the lack of an active M&A market; and much more! You will hear from 20 instructors and benefit from more than 10 timely ideas across the market capitalization spectrum.

WHERE: At YOUR office or home! You attend this live event on your computer or iPad (skip airport security lines).

WHEN: November 7-8, 2012 (plus two weeks of continued access to accommodate your schedule). You’ll also get recordings of all sessions. Even transcripts and additional materials are included for some of the presentations.

WHY: You’ll get 10+ timely, actionable investment ideas from the world’s top investors with particular expertise in Japan. Plus, you’ll get to ask live questions during the keynote presentations and have many opportunities to network online with presenters and other conference participants.

HOW: Registration is limited. Scroll down for the event costs. Click here to save 25% (lock in your special savings before they’re gone!) and secure your spot.

 

EVENT HIGHLIGHTS

Secure your spot in the largest online Japan investment conference for investors seeking to avoid value traps and find money-making ideas. By attending this online summit, you will:

  • Hear firsthand about the best investment ideas in Japan (presented by the some of the smartest fund managers with deep expertise in Japanese markets)
  • Network with fellow investors — you’ll be impressed by the type of interaction that is possible at Japan Investing Summit! Network with other participants as well as the speakers. Want to meet an instructor? No problem! We’re happy to facilitate personal introductions so you can establish one-on-one relationships with the experts. (we also organize offline discussion evenings in select cities around the world so you can talk about the ideas presented and meet your peers)
  • Learn why — and where — investors can make money in Japan (in-depth case studies and investment analyses will empower you to take advantage of the herd’s ignorance of Japan)
  • Understand the peculiarities of the Japanese market in order to avoid value traps (learn how expert investors are positioning their portfolios to manage risk and maximize the upside)
  • Discover which structural developments matter and which are distractions (find out why a potentially resurgent M&A market may matter more than often-cited negative demographics)
  • Get practical tools on how to search for and evaluate Japanese equity ideas (learn about the processes and tools top investors use to navigate different accounting, governance, and disclosure requirements to generate winning ideas)
  • Find out what has worked in Japanese investing, and what hasn’t (benefit from decades of investing experience of expert instructors who have successfully invested in Japan and are making money now)
  • Gain access to highly successful investors and other experts (interact through live Q&A, online forums, and other networking options)
  • Ask live questions and get direct answers (you’ll enjoy a unique opportunity to have selected presenters answer your specific questions and concerns)
  • Get 100+ page conference issue of The Manual of Ideas ($100 value is yours free at Japan Investing Summit 2012 — report will include essential stock screens, analysis of 20 companies, and investment case for Top Three stock picks)
  • Skip airport security lines (you attend on the Internet through live or recorded sessions — presentations and transcripts are included for many sessions — plus, you’ll retain flexible online access for two weeks after the event)
  • And much more!

Act now and save $149 (25% off) with our limited-time special discount! Hurry, this discount expires soon!

Plus get exclusive FREE bonuses immediately upon registering.

(act now, sale ends soon)

“Attend” Any or ALL of the Following Sessions

At physical conferences, sessions are often held at the same time and to a rigid schedule, so it’s often impossible to attend them all.

Not at this summit.

When you register, you’ll be able to take advantage of EVERY session. Even better, if you miss a live session, we’ll provide you a recording (and typically a transcript) for FREE.

Review the following confirmed instructors. But remember, you don’t have to choose. You get them all!

 

DAY 1: Focus on WISDOM — What You Need to Know about Japan and the Search for Winning Ideas

 

EVENT KEYNOTE: Why Japan? Lessons from the Past, Opportunities for the Future

INSTRUCTOR: Shuhei Abe, CEO, SPARX Group

Japanese investing pioneer Shuhei Abe, CEO of SPARX Group, will share decades of insights to explain what has worked for investors in Japan, what hasn’t, and what is likely to work in the future. Having built SPARX from scratch in the 1980s into Asia’s pre-eminent asset management firm, Shuhei Abe will reveal the secrets of his success over the years in a market where many have failed. You will get an inside view into the opportunity set in Japan across various investment strategies, as well as gain an appreciation for how the Japanese opportunity compares to Korea and other Asian markets where SPARX is active.

DATE AND TIME: Wednesday, November 7, 4:00am Eastern Standard Time

 
 

EVENT KEYNOTE: A Wide-Ranging Q&A Session on Value Investing Opportunities in Japan and Beyond

INSTRUCTORS: Guy Spier, CEO, Aquamarine Capital Management, and Mohnish Pabrai, Managing Partner, Pabrai Investment Funds

Superinvestors Guy Spier and Mohnish Pabrai will spend an hour live with our audience answering YOUR questions about current value investing opportunities in Japan and across the globe. Guy and Mohnish have agreed to answer any and all of your questions, so let us know what’s on your mind! You’ll have an opportunity to ask your questions live during the Q&A session or throughout the two weeks following the live Q&A session. This is an unusual opportunity to get two of the most highly respected value fund managers to share their wisdom and ideas in an unscripted, highly interactive way. Don’t miss it!

DATE AND TIME: Wednesday, November 7, 11:30am Eastern Standard Time

 
 

Constructive Activism: A Proven Approach to Responsible Investing in Japan

INSTRUCTORS: Yasunori Nakagami, Co-Founder, and Masaki Gotoh, Portfolio Manager, Asuka Value Up Fund

Yasunori Nakagami, co-founder of the Asuka Value Up Fund, and Masaki Gotoh, portfolio manager of the Asuka Value Up Fund, share their distinct, constructive activist approach to unlocking value at Japanese companies by becoming an influential shareholder and working in partnership with management for the long term. Nakagami-san and Gotoh-san will highlight the Japanese equity landscape and describe their investment process that reflects the opportunities in this environment for their “Value Up” strategy – a strategy that has helped the Asuka Value Up Fund continuously outperform Japanese equity indices since the Fund’s inception in 2005.

DATE AND TIME: Wednesday, November 7, 5:30am Eastern Standard Time

 
 

What Investors Need to Know about Overseas M&A by Japanese Companies

INSTRUCTOR: Stephen Givens, Principal, Givens Gaikokuho Jimu Bengoshi Jimusho

Have you wondered about the implications for investors of the aggressive overseas buying spree by Japanese companies? SoftBank’s [Tokyo: 9984] bid for Sprint [S] is only the latest example. With balance sheets flush with cash, and a stagnant home market, foreign acquisitions seem an easy option for Japanese CEOs. Join veteran corporate M&A lawyer and Japan expert Stephen Givens as he explains what investors can do to properly assess such “going global” efforts and avoid the shareholder value destruction that often ensues.

DATE AND TIME: Wednesday, November 7, 4:00am Eastern Standard Time

 
 

What’s Wrong with Japanese Corporate Governance (and What Is Being Done About It)

INSTRUCTOR: Bruce Aronson, Fulbright Senior Research Professor, Waseda University, Tokyo

Corporate governance expert Bruce Aronson will go back to first principles to address the basic problems in Japanese corporate governance and the extent to which current corporate governance reform efforts, spurred in part by the Olympus [Tokyo: 7733] scandal, are likely to address them. In this session, you will not only benefit from Professor Aronson’s expertise on Japan but also his wisdom on comparative corporate governance. This will allow you to assess the Japanese model in the context of other governance regimes such as in the U.S. and elsewhere in order to gain a holistic perspective on the key issues facing investors in Japan.

DATE AND TIME: Wednesday, November 7, 5:30am Eastern Standard Time

 
 

Winning Equity Strategies in Japan

INSTRUCTOR: Noriyuki Morimoto, CEO, HC Asset Management

Wondering whether you should invest in Japanese domestics or exporters, global leaders or turnarounds, statistically cheap stocks or good businesses at fair prices? Pioneer investment consultant Noriyuki Morimoto takes you on a tour of selected equity strategies that should, in his view, prove the right ones for investors in Japan. Based on his intimate knowledge of the Japanese equity markets as well as the best fund managers investing in Japan, Morimoto-san will highlight how investors can take advantage of selective concentrated strategies in small & mid-caps, “value-up” strategies, high-dividend strategies, Asian growth theme strategies, and trading strategies in large caps, among others.

DATE AND TIME: Wednesday, November 7, 5:30am Eastern Standard Time

 
 

What’s Next for the Japanese Economy (While Investing from the Bottom-Up)

INSTRUCTOR: Takuji Okubo, Chief Economist, Japan Macro Advisors

In this session, experienced Japanese economist Takuji Okubo provides an analysis of Japan’s current macroeconomic situation, paying particular attention to the key issues for equity investors. While mainstream media often cites the Japanese economy as a key factor holding back Japanese equities, Okubo-san will reveal some developments that are surprisingly positive for Japanese equities. Rather than offering specific (and notoriously hapless) economic forecasts that some of his fellow economists are prone to provide, Okubo-san will rather focus on those economic facts and frameworks that can actually help you when investing from the bottom-up.

DATE AND TIME: Wednesday, November 7, 7:00am Eastern Standard Time

 
 

The Japanese M&A Market (And Why It Matters to Investors)

INSTRUCTOR: Bruce Pomer, Managing Partner, Westgate Advisory

While many Japan investors and observers point to deflationary pressures or challenging demographics as reasons behind Japanese equities’ underperformance, this session focuses on a neglected, yet crucial aspect of this: the Japanese M&A market. In this session, veteran Japan M&A dealmaker Bruce Pomer provides an overview of key trends in domestic and overseas M&A dynamics and discusses the related challenges and opportunities for investors in Japanese companies.

DATE AND TIME: Wednesday, November 7, 7:00am Eastern Standard Time

 
 

The Benefits of Being an Event Creator: How to Avoid Value Traps and Deliver Real Returns in Japan

INSTRUCTOR: David Baran, CEO, Symphony Financial Partners

Valuations of Japanese companies are cheap by any measure. However, many companies can be so-called value traps unless there is a catalyst through which underlying value becomes realized. In this session, veteran investor David Baran will describe the investment process that has enabled his SFP Value Realization Fund to deliver significant absolute returns since its founding in 2003, despite the negative performance of the overall Japanese equity market. Learn how M&A activity, MBOs and other forms of corporate actions create abundant opportunities for the focused investor.

DATE AND TIME: Wednesday, November 7, 8:30am Eastern Standard Time

 
 

The Investment Opportunity in JREITs

INSTRUCTOR: Joshua Kennedy, Managing Partner, Sonian Capital Management

Japan introduced a JREIT law in 2001 with high hopes that JREITs would become a critical vehicle for the restructuring of the property-heavy balance sheets of Japanese banks and industrial firms. But after initial success, the TSE REIT index fell from more than 2,500 in mid-2007 to less than 1,000 by mid-2008 and has remained relatively stagnant since. Today, with rents low, vacancies high and distribution yields on REITs dwarfing government yields, JREITS offer attractive opportunities for investors. Join Joshua Kennedy as he examines the history of JREITS, the progress of regulatory action to repair the sector, and, above all, the value that might be available.

DATE AND TIME: Wednesday, November 7, 10:00am Eastern Standard Time

 
 

Japan – the World’s Cheapest Major Equity Market: Macro/Micro Comments on the Opportunity

INSTRUCTOR: Alexander Kinmont, CEO, Milestone Asset Management

Japan specialist and seasoned value investor Alex Kinmont provides an exclusive perspective into both macro and micro investment considerations in Japan to answer the key question for investors: Where exactly is the value in Japanese equities? Benefit from Alex’ deep knowledge of the Japanese economy and equity market as well as his bottom-up focus on valuation discrepancies, not just statistically inexpensive stocks.

DATE AND TIME: Wednesday, November 7, 10:00am Eastern Standard Time

 
 

Did the “Activist Experiment” Fail or Is It on Hold?

INSTRUCTOR: Mark O’Friel, Managing Partner, MOF Capital

Join Mark O’Friel, the former head of Steel Partners’ Tokyo office, as he examines the so-called activist investment approach in Japan. Based on decades of experience in the Japanese equity markets as well as an invaluable perspective gained from his time at Steel Partners, Mark O’Friel will provide you with a first-hand account of all you need to know about activist investing in Japan. And if you think you know the answer to the above question, you won’t want to miss this session which reveals some surprising facts that may lead you to reconsider your investment approach to Japan.

DATE AND TIME: Wednesday, November 7, 11:30am Eastern Standard Time

 
 

How to Make Money in Japan – A Practical Approach

INSTRUCTOR: Tim McElvaine, President, McElvaine Investment Management

Peter Cundill protégé Tim McElvaine shares insights from decades of successful investing experiences in Japan – from working with investment legend Peter Cundill in the 1990s/2000s to setting up his own fund, and finding value opportunities in Japanese equities more recently. In this session, you will not only learn how to approach Japan as an investor, but also get an exclusive view into Tim’s portfolio in Japan, including a review of his current best ideas.

DATE AND TIME: Wednesday, November 7, 1:00pm Eastern Standard Time

 
 

How to Assess (and Improve) Boards and Leadership at Japanese Companies

INSTRUCTOR: Nicholas Benes, Representative Director, The Board Director Training Institute of Japan

The largest barriers to better board leadership in Japan stem from the fact that historically, the vast majority of board members have been managers promoted from within the firm. While this mix is changing a bit, Nicholas Benes provides a guide to how investors can properly assess leadership at Japanese companies and what needs to be done to improve the effectiveness of boards as management oversight bodies tasked to represent the interests of shareholders. As Nicholas has served on a number of boards in Japan (eight years in total), including on the board of the post-scandal Livedoor, you will benefit from his exclusive insights into the inner workings of leadership at Japanese companies.

DATE AND TIME: Wednesday, November 7, 1:00pm Eastern Standard Time

 
 

DAY 2: Focus on IDEAS — A Day Packed with In-depth Presentations on the Most Compelling Equity Ideas in Japan

 

Note: All of the following instructors will present a detailed investment case for their best idea in Japan. The following idea briefs are subject to change, as every presenter will discuss the most compelling and most timely idea at the time of the event.

 

In-depth Idea Presentation: Favorite Japanese Investment Idea

INSTRUCTOR: Laurent Halmos, Fund Manager, FOURPOINTS Investment Managers

DATE AND TIME: Thursday, November 8, 7:00am Eastern Standard Time

 
 

In-depth Idea Presentation: Favorite Japanese Investment Idea

INSTRUCTOR: Lorne Steinberg, President, Lorne Steinberg Wealth Management

DATE AND TIME: Thursday, November 8, 8:30am Eastern Standard Time

 
 

Q&A on Advisory’s Investment Approach and Favorite Ideas in Japan

INSTRUCTOR: Drew Edwards, Managing Director, Advisory Research

DATE AND TIME: Thursday, November 8, 10:00am Eastern Standard Time

 
 

In-depth Idea Presentation: Favorite Japanese Investment Idea

INSTRUCTOR: Robert Macrae, CEO, Arcus Investment

DATE AND TIME: Thursday, November 8, 10:00am Eastern Standard Time

 
 

In-depth Idea Presentation: Favorite Japanese Investment Idea

INSTRUCTOR: John Lambert, Investment Manager, GAM

DATE AND TIME: Thursday, November 8, 11:30am Eastern Standard Time

 
 

In-depth Idea Presentation: Finding Bargains in Japan – A Case Study

INSTRUCTOR: Soo Chuen Tan, Managing Member, Discerene Value Advisors

DATE AND TIME: Thursday, November 8, 1:00pm Eastern Standard Time

 
 

In-depth Idea Presentation: Favorite Japanese Investment Idea

INSTRUCTOR: Joshua Kennedy, Managing Partner, Sonian Capital Management

DATE AND TIME: Thursday, November 8, 2:30pm Eastern Standard Time

 
 

In-depth Idea Presentation: Favorite Japanese Investment Idea

INSTRUCTOR: Mitsuhiro Yuasa, Managing Director, Rheos Capital Works

DATE AND TIME: Thursday, November 8, 4:00pm Eastern Standard Time

 
 

In-depth Idea Presentation: Favorite Japanese Investment Idea

INSTRUCTOR: Steven Towns, Co-founder, Nippon Value Capital, Author, Investing in Japan

DATE AND TIME: Thursday, November 8, 5:30pm Eastern Standard Time

What a line-up! By the way, NONE of the sessions are off-the-shelf presentations that these experts have given a dozen times before. These are original experiences created specifically for this summit — containing insights, strategies and timely ideas you can use to become a better investor and make money in Japan.

And don’t forget, you will enjoy two weeks of continuing access to all recordings and supporting materials following the conclusion of the live event. Throughout the conference as well as during the two weeks thereafter, you will have many opportunities to interact with the instructors and ask follow-up questions.

Act now and save $149 (25% off) with our limited-time special discount! Hurry, this discount expires soon!

Plus get exclusive FREE bonuses immediately upon registering.

(act now, sale ends soon)

 

Want to know more?

How this online conference works

How It Works

1. This is a live event, even though the conference takes place online.

At least ten instructors will be presenting their sessions live in real time, right on your computer screen. You can listen and watch their presentations, and interact directly with the experts, asking questions and getting instant answers. In addition to the live sessions, you will have access to valuable presentations recorded in the days leading up to the event. In such cases, the instructors will be available for discussion and networking in the online forums. Your direct access to all presenters will continue for two weeks following the live event.

When you register, you’ll be given access information that explains how you will attend the conference. When the date and time arrive, you simply pull up your web browser, go to the conference website, type in your login information and… you’re “there.”  It’s the virtual equivalent of walking into a room at a physical conference and sitting down!

2. You can interact live with the presenters.

That means you can actually speak with the great investors who will present live at the event.

During the conference sessions, you’ll hear and/or see the instructors (so be sure to turn on your computer speakers!).  The virtual room also offers interactive capabilities beyond what’s possible at live conferences.  You can download presentation slide decks to print out for note-taking.

Just like regular conferences, live sessions typically last an hour, and will offer an opportunity for live questions and answers.

We also provide access to an online networking forum where you can interact with presenters and fellow attendees. You get a recording of each session, typically also with a complete transcript!

Session recordings can be streamed online using your computer, iPad or iPhone.

3. Of course, networking is a big part of this event…

The online conference platform facilitates connections among conference attendees and instructors.

During the conference, you can network with other participants via our online networking forums — a place where you can get help and connect with peers.

Of course, the teams at ValueConferences.com and The Manual of Ideas are always happy to help facilitate connections among conference participants and will do our best to make sure your networking experience is successful. Want an introduction to a specific investor? Just ask!

4. Designed to fit your busy schedule!

This event was designed by investors for investors.  That means we built it to accommodate your busy schedule.  While the live portion of the conference takes place on November 7-8, you will have two full weeks of online access to all event content — so no worries, you won’t miss anything.

You don’t have to stop working to attend (AND you can begin applying what you learn immediately).  Recordings (and typically also transcripts) of the sessions are provided for further study.

Each live session is available for playback at no added charge.

Is this event a good fit for you?

Is Japan Investing Summit 2012 a fit for you?

If you find yourself in one of the categories below, Japan Investing Summit 2012 is a fit for you:

  • Institutional Investor: You’re a portfolio manager or analyst looking for actionable insights and well-researched ideas presented by some of the smartest investors in the business. Then look no further. What’s more, you will have excellent opportunities for discussion and networking with your peers.
  • Individual Investor: You manage your own money and want guidance on how Japan may be affecting your portfolio, and what you can do to profit from the opportunities available right now. Gain from interaction with your expert instructors at Japan Investment Summit 2012.
  • Financial Advisor/Consultant: You are looking for variant views, incisive analysis, and actionable ideas that will help your clients preserve and grow their purchasing power over time. Find out how to manage risk and grow wealth from your uniquely qualified instructors.

Ready to “trade up” to this fully online event? When you leave behind the limited speaker line-ups, limited access options, and limited flexibility of traditional investment conferences, you’ll also be leaving behind exorbitant attendance fees and travel hassles. Instead, you’ll experience the convenience, value, and differentiated ideas presented only at Japan Investing Summit 2012. This conference is a fully online, global, live event that utilizes the latest in Internet, video conferencing, and collaboration technology to create a truly interactive experience.

Answers to commonly asked questions

I can’t attend all the live sessions. Will I get a recording?
Yes. For each session, we’ll provide a recording you can watch online, so you won’t miss a thing.  If you have other commitments or if a session occurs at an inconvenient time, no need to worry.  Even if you attend a live session, you’ll still get the recording.  You’ll retain access to all recordings and supporting materials for two weeks following the conference. You can also download recordings, slides and other materials to keep forever.

When are the session dates?
Here are the dates and times of each live session.  In addition to the live sessions, there will be ongoing broadcasts of valuable sessions recorded shortly prior to the live event, giving you more choice and more great investment ideas! If you can’t make a live session, you won’t miss a thing!  You automatically receive session recordings (and typically also complete, downloadable transcripts).

DAY 1 — November 7: Focus on WISDOM — What You Need to Know about Japan and the Search for Winning Ideas

  • Wednesday, November 7 at 4:00am Eastern Standard Time
  • Wednesday, November 7 at 5:30am Eastern Standard Time
  • Wednesday, November 7 at 7:00am Eastern Standard Time
  • Wednesday, November 7 at 8:30am Eastern Standard Time
  • Wednesday, November 7 at 10:00am Eastern Standard Time
  • Wednesday, November 7 at 11:30am Eastern Standard Time

DAY 2 — November 8: Focus on IDEAS — A Day Packed with In-depth Presentations on the Most Compelling Equity Ideas in Japan

  • Thursday, November 8 at 8:30am Eastern Standard Time
  • Thursday, November 8 at 10:00am Eastern Standard Time
  • Thursday, November 8 at 11:30am Eastern Standard Time
  • Thursday, November 8 at 1:00pm Eastern Standard Time
  • Thursday, November 8 at 2:30pm Eastern Standard Time

PLUS more than 10 freshly recorded sessions, bonus content, and much more!

Are you outside the United States? Note that the above times represent local times in New York City. To adjust to your local time, for the UK, add 5 hours; for most of continental Europe, add 6 hours; for India, add 10.5 hours.   Click for time converter.

Where is the conference located?
At your home or office. As this is an online conference, there is no physical venue and no travel expenses. And you’ll get the recordings, so if you miss a session, no problem.

Will there be transcripts?
Yes. We’ll provide full transcripts of most of the presentations. This will allow you to study and scan the content of each presentation.

How long are the sessions?
Each live session has one hour allocated, including Q&A time. Sessions recorded in the days leading up to the summit may range from 30 minutes to more than one hour.

How can I ask questions during the summit?
Three ways. First, during the live presentations, you’ll be able to speak directly with the instructors during the live Q&A portion of each session. Second, you’ll be able to post questions and get answers from instructors and peers in the online conference forums. Third, you’ll have easy access to the event hosts and the research team of The Manual of Ideas, so you can ask additional questions or request personal introductions.

Can I purchase just a single session, or just the recordings?
You can attend any or all of the sessions (or catch the recordings if you miss any). However, a conference ticket is like an all-you-can-eat-buffet ticket — you get access to everything. If you want access to any of this great content, you must purchase your ticket before the completion of the summit. After the summit has ended, this exclusive content will no longer be available for sale and the recordings will only be available to summit attendees.

What if I still have questions?
You can send an email to support@valueconferences.com and we’ll get back to you right away.

 

Act Now and Claim Your 11 Free Bonuses!

To further sweeten this offer, you’ll be provided 11 valuable bonuses — that’s 10+ hours of outstanding content you can immediately watch and apply to your investing activities in Japan. These exclusive educational materials are yours for FREE, just by signing up for Japan Investing Summit 2012.

 

Free Bonus: Exclusive Insights and Ideas

INSTRUCTOR: Bruce Aronson, Fulbright Senior Research Professor, Waseda University, Tokyo

55-minute exclusive, never-before-seen video

 
 

Free Bonus: Exclusive Insights and Ideas

INSTRUCTOR: Nicholas Benes, Representative Director, The Board Director Training Institute of Japan

63-minute exclusive, never-before-seen video

 
 

Free Bonus: Exclusive Insights and Ideas

INSTRUCTOR: Stephen Givens, Principal, Givens Gaikokuho Jimu Bengoshi Jimusho

48-minute exclusive, never-before-seen video + transcript

 
 

Free Bonus: Exclusive Insights and Ideas

INSTRUCTOR: Tim McElvaine, President, McElvaine Investment Management

59-minute exclusive, never-before-seen video

 
 

Free Bonus: Exclusive Insights and Ideas

INSTRUCTORS: Kenji Iwamoto, Director of Engagement Japan, and Ken Kobayashi, Director of Investment, TMAM-GO Japan Engagement Fund

45-minute exclusive, never-before-seen video

 
 

Free Bonus: Exclusive Insights and Ideas

INSTRUCTOR: Alexander Kinmont, CEO, Milestone Asset Management

39-minute exclusive, never-before-seen video + transcript

 
 

Free Bonus: Exclusive Insights and Ideas

INSTRUCTOR: Noriyuki Morimoto, CEO, HC Asset Management

57-minute exclusive, never-before-seen video

 
 

Free Bonus: Exclusive Insights and Ideas

INSTRUCTOR: Bruce Pomer, Managing Partner, Westgate Advisory

51-minute exclusive, never-before-seen video

 
 

Free Bonus: Exclusive Insights and Ideas

INSTRUCTOR: Howard Smith, Managing Director, Indus Capital Advisors

46-minute exclusive, never-before-seen video

 
 

Free Bonus: Exclusive Insights and Ideas

INSTRUCTOR: Jiro Yasu, Partner, VARECS Partners and SVP First Eagle Investment Management

68-minute exclusive, never-before-seen video

 
 

Free Bonus: Exclusive Insights and Ideas

INSTRUCTOR: Mitsuhiro Yuasa, Managing Director, Rheos Capital Works

61-minute exclusive, never-before-seen video

 
 

We think you’ll agree that these FREE bonuses will greatly enhance your investment success. They’re all yours for free when you register for Japan Investing Summit 2012. You get them the moment you sign up!

 

How to Register / Event Cost

Traditional investment conferences — featuring similar line-ups of great investors and providing a chance to network — often cost thousands of dollars to attend. And that doesn’t include the added costs of travel, meals, hotel accommodations, rental cars, and lost work time. Not at Japan Investing Summit 2012!

At Japan Investing Summit 2012, you have no costs for travel, meals, hotels, cars or lost time! Why? Because it’s an online event.

The registration fee for Japan Investing Summit 2012 is just $597. That’s less than $30 per presentation.

LIMITED-TIME SALE:

Get a ticket to Japan Investing Summit 2012 for only $447 (a $149 saving — that’s less than $20 per session!) PLUS get 11 FREE bonuses to enjoy and benefit from right away. Click here to reserve your seat.

We accept Visa, MasterCard, American Express, Discover, Maestro, Solo, and PayPal.

The conference takes place on November 7 and November 8 (scroll up to see sessions, dates and times).

Sample It Guarantee: You can try the first day of the summit and still cancel for a full refund if you determine this event is not for you. Scroll down for more about this guarantee.

If you discover just one money-making idea during the event — not to mentioned the insights you’ll gain into investing in Japan — the conference will more than pay for itself!

<<< Click here today to save $149 >>>

Still have questions? Email us at support@valueconferences.com and we will get back to you right away.

 

Isn’t it time for YOU to profit from the best investment opportunities available in Japan today?

Your instructors at Japan Investing Summit 2012 will show you how. Whether you’re looking for better ways to uncover opportunities on your own, or whether you seek well-researched, actionable investment ideas presented by great investors, this event will impress and enrich you.

Reserve your spot today.

Here’s to a fun, educational and profitable time together!

John Mihaljevic, CFA, Managing Director, ValueConferences.com

Oliver Mihaljevic, Managing Director, ValueConferences.com

P.S. Don’t forget that we record all of the live sessions and provide you access for two full weeks to this online event. So if you have a scheduling conflict, don’t worry about it! You won’t miss a thing.

<<< Click here to register at the special 25% discount rate >>>

 

The “First Day Sample It” Guarantee

This summit offers the best Japanese investing ideas and wisdom (from the smartest investment managers in the industry). Experience the first day of the summit and see if it feels right for you. Just give it a try.

And if you believe it’s not right for you and you don’t want to sit in on any more sessions or use the materials, just drop us a line at orders@valueconferences.com within 24 hours of the summit start (no later than November 7), and we’ll gladly refund your money and cancel your access. No hassles. No hard feelings.

Our goal is to serve you to the best of our abilities and help you gain measurable investment results. In fact, just a few weeks from now, you’ll be amazed at the insights and ideas you will have gained at Japan Investing Summit 2012.

<<< Click here to register at the special 25% discount rate >>>

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EVENT SUMMARY

Japan Investing Summit 2012 is a collaboration of ValueConferences and The Manual of Ideas with the sole objective of bringing you the most compelling investment ideas in Japan. As this is a fully online conference, there is no need to travel or incur thousands of dollars in attendance fees. Our flexible online schedule gives you access from the comfort of your own home or office to all event content on November 7-8, as well as for an additional two weeks.

You will profit from the expert wisdom and ideas of 20+ great instructors, including Shuhei Abe (CEO of SPARX Group), David Baran (CEO of Symphony Financial Partners), Drew Edwards (Managing Director of Advisory Research), Alex Kinmont (CEO of Milestone Asset Management), Josh Kennedy (Managing Partner of Sonian Capital Management), Robert Macrae (CEO of Arcus Investment), Mohnish Pabrai (Managing Partner of Pabrai Investment Funds), and Guy Spier (CEO of Aquamarine Capital) — just to mention a few (scroll down to see full list)! You will also benefit from hours of additional video and audio content, live Q&A, and online discussion and networking opportunities.

Event runs from November 7-8 (fully online)

REGISTER TODAY and SAVE 25%! Hurry, this discount expires soon!

 

Meet one of your instructors, Alexander Kinmont, Chief Executive Officer of Milestone Asset Management:

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MEET YOUR INSTRUCTORS

You’ll join 20+ of the world’s smartest and most successful investors, including…

Mohnish Pabrai, Managing Partner, Pabrai Investment Funds

Mohnish Pabrai is the Managing Partner of the Pabrai Investment Funds. Since inception in 1999 with $1 Million in assets under management, the Pabrai Funds has grown to over $500 Million in assets under management in 2012. The funds invest in public equities utilizing the Munger/Buffett Focused Value investing approach. Since inception, the funds have widely outperformed market indices and most investment managers. A $100,000 investment in Pabrai Funds at inception in 1999 would have been worth $651,400 as of September 30, 2012 – an annualized gain of 15.2% (versus 3.9% for the Dow). Pabrai was the Founder/CEO of TransTech, Inc. – an IT Consulting and Systems Integration company. Founded in his home in 1990, Pabrai bootstrapped the company to over $20 Million in revenue when it was sold in 2000. TransTech was recognized as an Inc. 500 company in 1996. Pabrai has been profiled by Forbes and Barron’s and appeared frequently on CNN, PBS, CNBC, Bloomberg TV and Bloomberg Radio. He has been quoted by various leading newspapers including USA Today, The Wall Street Journal, The Financial Times, The Economic Times and The Times of India. He is the author of two books on value investing, The Dhandho Investor and Mosaic: Perspectives on Investing. The Dhandho Investor has been translated into German, Chinese, Japanese and Thai. Pabrai is the winner of the 1999 KPMG Illinois High Tech Entrepreneur award given by KPMG, The State of Illinois, and The City of Chicago. He is an active Member of the Young President’s Organization (YPO). He is the Founder and Chairman of the Dakshana Foundation (www.dakshana.org). The IITs in India have accepted over 340 impoverished Dakshana Scholars in the last four years. Mohnish strongly believes in a balanced life between work, family, and personal time. He enjoys spending time with his wife, Harina and children, Monsoon (16) and Momachi (15). He loves reading, playing duplicate bridge and being a value investor following Buffett/Munger principles. He lives in Irvine, California.
 

Guy Spier, CEO, Aquamarine Capital Management

Guy Spier is a Zurich-based investor. In June 2007 he made headlines by bidding US$650,100 with Mohnish Pabrai for a charity lunch with Warren Buffett. Since 1997 he has managed Aquamarine Fund, an investment partnership inspired by, and styled after the original 1950′s Buffett partnerships. Prior to starting Aquamarine Fund, Spier worked as an investment banker in New York, and as a management consultant in London and Paris. Mr. Spier completed his MBA at the Harvard Business School, class of 1993, and holds a First Class degree in PPE (Politics, Philosophy and Economics) from Oxford University. Upon graduating, he was co-awarded the George Webb Medley prize for the best performance in that year in Economics. While at Oxford he was a contemporary of David Cameron at Brasenose and attended economics tutorials with him. Spier is the CEO of the Spier family office. He also serves on the advisory board of Horasis, and is a co-host of TEDxZurich. Spier is a member of YPO, EO, Zurich Minds and the Latticework Club. Aquamarine has offices in New York, London and Zurich where Mr. Spier currently resides with his wife Lory and their three children, Eva, Isaac and Sarah.
 

Shuhei Abe, CEO, SPARX Group

Mr. Abe began his career as an analyst for Nomura Research Institute (Japan) in 1981 and transferred to Nomura Securities in 1982. After working in Japanese equity institutional sales at Nomura Securities International (New York), he formed Abe Capital Research Inc. in 1985 and managed Japanese equity investments for US and European investors. In 1989, Mr. Abe returned to Tokyo, Japan to start SPARX Asset Management (SPARX). Mr. Abe graduated from Sophia University with a B.A. in Economics in 1978 and obtained an MBA from Babson College. He completed Harvard Business School’s Advanced Management Program (AMP) in 2005.
 

David Baran, CEO, Symphony Financial Partners

Mr. Baran has over 20 years of experience investing in Japanese equities. He takes lead responsibility for market-related analysis and investment assessment. Prior to forming Symphony, Mr. Baran held senior management positions at Lehman Brothers, Goldman Sachs, and Barclays Capital in Tokyo, where he developed and managed Japanese equities and equity derivative proprietary trading strategies and activities. He moved to the buy side to establish and manage the Japanese public and private equity investment activities of a U.S. based hedge fund. Mr. Baran graduated cum laude with a B.A. in political economy from the University of California, Berkeley and an M.A. in international finance from Columbia University. He has lived in Japan for over 20 years and is fluent in Japanese.
 

Drew Edwards, Managing Director, Advisory Research

Drew Edwards, 13 years of investment experience, serves as Managing Director of Advisory Research. Prior to joining the firm, he was an investment professional at Taiyo Pacific Partners, an activist fund backed by CalPERS and W. L. Ross that focuses on Japanese equities. Previous to Taiyo, he worked as an investment banker at Lehman Brothers and as a finance executive in the healthcare industry. Drew holds a B.A. in International Business from Sophia University (Tokyo) and an M.B.A. and J.D. from Northwestern University. Drew is proficient in Japanese.
 

Joshua Kennedy, Managing Partner, Sonian Capital Management

Joshua Kennedy is Managing Partner of Sonian Capital Management, a long/short global value manager based in Boston. He previously served as Portfolio Manager at Liberty Square Asset Management and began his career on the news staff of The Wall Street Journal. He holds a BA in Religious Studies from Brown University and an MBA with concentrations in accounting and finance from New York University’s Stern School of Business.
 

Alexander Kinmont, CEO, Milestone Asset Management

Alexander Kinmont is the CEO of Milestone Asset Management, a Tokyo-based independent asset manager. Milestone offers both long-only and long-short value strategies to institutional investors. It does not employ leverage. Milestone is focused on valuation discrepancies, not just statistically inexpensive stocks. It is guided by a value philosophy which emphasizes minimising the risk of permanent loss of capital. Prior to starting Milestone, Mr. Kinmont headed Japan equity strategy at Morgan Stanley MUFG in Tokyo. He began his career at Daiichi Securities in 1985. Mr. Kinmont graduated from the University of Oxford with a Masters Degree in Literae Humaniores (Latin and Greek Literature and Ancient History). He is fluent in Japanese.
 

Tim McElvaine, President, McElvaine Investment Management

Tim McElvaine is the founder and President of McElvaine Investment Management Ltd. Tim established The McElvaine Investment Trust in 1996 and acquired The McElvaine Limited Partnership (previously Cundill Capital Limited Partnership) in the summer of 2000. Tim developed his value-oriented philosophy during his 12-year career with Peter Cundill & Associates Ltd. where, amongst other capacities, he served as Manager of the Cundill Security Fund (1992-99), Co-Manager of the Cundill Value Fund (1998-2003) and Chief Investment Officer (1998-2003). Previously, Tim has served as non-executive Director of Sun-Rype Products and Humpty Dumpty Snack Foods and has also held positions in banking and accounting. Tim earned a Bachelor of Commerce (B.Comm) from Queen’s University in 1986, qualified as a Chartered Accountant in 1988 and as a Chartered Financial Analyst in 1991. Tim is currently Chair of the Board of Rainmaker Entertainment Inc., a publicly traded company listed on the Toronto Stock Exchange.
 

Yasunori Nakagami, Co-Founder, Asuka Value Up Fund

Yasunori Nakagami is the president of Asuka Corporate Advisory and the director of Asuka Asset Management. He brings nearly 20 years of management consultancy experience to the firm. He co-founded Asuka Corporate Advisory with Asuka Asset Management in April 2005. Prior to this, he worked at Andersen Consulting (now Accenture) and Corporate Directions, Inc. where he rose to the level of partner. During his time as a management consultant, he developed, implemented and managed strategy planning for clients from a wide range of industries, including telecommunications, broadcasting, life insurance, apparel and real estate. Nakagami received his B.A. in Economics from Keio University, and he has an MBA from University of California, Berkeley.
 

Masaki Gotoh, Portfolio Manager, Asuka Value Up Fund

Masaki Gotoh is the portfolio manager of the Asuka Value Up Fund. He started his career as a systems engineer at Hitachi. He then joined Goldman Sachs in charge of equity derivatives research. After co-founding a venture startup specializing in intranet knowledge search, he re-joined Goldman Sachs as head of derivatives and trading research. He then moved to Morgan Stanley in charge of international proprietary trading. He later joined SPC Japan (Standard Pacific Capital, LLC’s Japan advisory) as a fundamental, bottom-up, long-short investment analyst. After that, he joined the Asuka Value Up Fund. Mr. Gotoh received his B.A in Engineering from Cornell University and he has a Masters in Management from J.L. Kellogg Graduate School of Management, Northwestern University.
 

John Lambert, Investment Manager, GAM

John Lambert has 13 years of investment experience and is currently an Investment Manager at GAM supporting Andrew Green on global and UK equity funds. Prior to joining GAM in August 2007, Mr. Lambert spent six years as a pan-­European investment analyst at Gartmore Investment Management. Prior to that, he worked as a UK equity analyst at M&G and a commodity trader at Cargill. Mr Lambert holds a BA (Hons) in Economics with Russian from Exeter University and is a CFA charterholder. He is based in London.
 

Robert Macrae, CEO, Arcus Investment

Robert Macrae, CFA, is chief executive of Arcus Investment, a Japan-focused investment firm he co-founded together with Mark Pearson and Peter Tasker in 1988. Mr. Macrae has spent more than 20 years applying the engineering concepts of robustness and problem-solving to value investment in hedge funds.
 

Noriyuki Morimoto, CEO, HC Asset Management

Noriyuki Morimoto founded HC Asset Management in 2002. As a pioneer investment consultant in Japan, he established the investment consulting business of Watson Wyatt K.K. (Tokyo Office) in 1990, where he was Director and Consultant for 13 years. His responsibilities also included benefit consulting and financial services consulting. Prior to joining Watson Wyatt, he was responsible for foreign fixed income investment, asset allocation and investment strategy at Mitsui Life Insurance Co., where he managed assets for the company’s variable life products and group annuities as a fund manager. He spent two and half years in London managing fixed income assets. He started his investment career as Japanese equity analyst at Mitsui Life in 1983 after obtaining a Bachelor of Arts (Philosophy) at The University of Tokyo in 1981.
 

Mark O’Friel, Managing Partner, MOF Capital

Mark O’Friel is the Managing Partner of MOF Capital, an alternative investment fund focused on investments in Japan and China. Prior to starting MOF Capital, Mark O’Friel was with Steel Partners Japan G.K. as Managing Director and head of the Tokyo office in 2008 and 2009. Previously, Mr. O’Friel jointly led Morgan Stanley’s U.S. proprietary trading business in North America from 2002 to 2005. There he directed a multi-strategy long short group with two quantitative market neutral portfolios and six sector long short portfolios. Mr. O’Friel formerly directed Morgan Stanley’s Equity Division in Japan, acting as both senior equity risk manager and as a member of the firm’s Global Equity Operating Committee from 1996 to 2002. Under his leadership, Morgan Stanley achieved leading market share in the Japanese equity market and received Institutional Investor’s top ranking for equity research in Japan. Mr. O’Friel served on the committees of the Tokyo Stock Exchange that wrote the regulations and guidelines for program trading, options trading and new technologies. He also represented Morgan Stanley on the board of the Osaka Stock Exchange. He began his Morgan Stanley career as an equity derivatives and program trader, introducing some of the first quantitative trading strategies in the Japanese market. Mr. O’Friel began his career in Japan as a market strategist for Sanyo Securities. Mr. O’Friel serves on the board of the Kennedy Child Study Center in New York City. He is a member of the Leadership Council of the Harvard School of Public Health. He is active with the Harvard School of Public Health China Initiative which partners with the Chinese Ministry of Health to advance health and social development in China, Room to Read, Math for America and Harvard College. He is a graduate of Harvard College.
 

Bruce Aronson, Fulbright Senior Research Professor, Waseda University, Tokyo

Bruce Aronson is a professor of law at Creighton University School of Law in Omaha, Nebraska, and is currently on a Fulbright scholarship at Waseda University in Tokyo, Japan, where his research focuses on comparative corporate governance. Mr. Aronson received his Bachelor of Arts degree, summa cum laude with distinction, from Boston University in 1974 and his Juris Doctor degree from Harvard Law School in 1977. Following graduation, he engaged in research in Japan and at Columbia Law School and then entered private practice. He was a corporate partner at the New York City law firm of Hughes Hubbard & Reed LLP (1989-2000), where he was co-chair of the Financial Services Group. Prior to joining Creighton he spent two years each as a Senior Fulbright Researcher at the University of Tokyo and as an Associate Research Scholar at Columbia Law School.
 

Nicholas Benes, Representative Director, The Board Director Training Institute of Japan

Prior to founding The Board Director Training Institute of Japan (http://bdti.or.jp/english) in 2009, Nicholas Benes has served, among others, as Governor and Chair, Growth Strategy Task Force, at the American Chamber of Commerce in Japan, as a member of the Experts Committee of the Japan Investment Council, one of only three councils that advises the Japanese Cabinet, as well as on numerous boards of Japanese companies, including Cecile, Livedoor (post-scandal), and Alps Mapping. Mr. Benes, who is trained in both law and business (JD-MBA) and is bilingual in Japanese and English, has also gained broad experience in investment banking during 11 years at JP Morgan, in New York, London and Tokyo. Currently, Mr. Benes spends most of his time leading The Board Director Training Institute of Japan, which provides training for board members and executives on corporate governance and related management topics.
 

Stephen Givens, Principal, Givens Gaikokuho Jimu Bengoshi Jimusho

Stephen Givens is a corporate lawyer who has spent his professional career based in Tokyo structuring, negotiating and closing cross-border acquisitions and other corporate transactions, on behalf of both Japanese and foreign clients. For foreign clients, Mr. Givens offers transaction-specific representation as well as ongoing management of legal, contractual, regulatory, compliance and policy matters that arise in the course of establishing and operating a business in Japan. Mr. Givens undertakes special assignments for clients confronting unexpected management and legal problems, including disruptions in senior management, restructurings, turnarounds, employee misconduct, and official investigations. Mr. Givens regularly advises foreign funds and institutional investors in connection with shareholder proposals, proxy contests and other corporate governance matters with their Japanese portfolio companies. Mr. Givens has published extensively on various aspects of mergers and acquisitions and corporate governance in Japan. Raised and educated in Tokyo, Mr. Givens has been practicing law in Tokyo since 1987. Mr. Givens was a graduate student in the Law Faculty of Kyoto University and graduated from Harvard Law School. Mr. Givens is a professor at Aoyama Gakuin University Law Faculty and a lecturer at Keio Law School and Sophia University Law Faculty.
 

Laurent Halmos, Fund Manager, FOURPOINTS Investment Managers

Laurent Halmos is a fund manager specializing in Japanese equities at FOURPOINTS Investment Managers, an investment firm based in Paris, France. Prior to moving to the buy-side in 2010, Mr. Halmos was head of research for mid and small caps at CLSA Asia Pacific Securities in Tokyo, Japan. Mr. Halmos has 15+ years of experience analysing and investing in Japanese equities and was ranked top in Institutional Investor magazine and in the Nikkei newspaper analyst rankings in 2003-2004 and also was ranked best performer among sell-side analysts in Japan by Starmine.
 

Takuji Okubo, Chief Economist, Japan Macro Advisors

Takuji Okubo began his career in 1997 as an economist at Goldman Sachs Securities in Tokyo, Japan. After being promoted to a senior economist in 2000, he left Goldman Sachs in 2003 to pursue graduate degrees including MBA from INSEAD (France), as well as Msc. Economics from UPF (Barcelona). He spent two additional years at UPF as a Ph.D candidate in Finance. While at UPF, He taught graduate level courses in Financial Economics and Investment Theory. He chose the topic of financial bubbles and crisis as his thesis and wrote a paper on negative bubble phenomena in exchange rates. He returned to financial industry in 2007 via Merrill Lynch Japan where he worked as a Senior Economist/Senior Director, until he joined Societe Generale (SG) as a Chief Economist in 2010. At SG Japan, he was a part of SG Asia economic research group charged with covering Asia-pacific economy, and he was primarily responsible for the coverage of Japan and South Korea. In 2012, he left SG to found his own macro research firm, Japan Macro Advisors. As well as covering daily economic and policy development in Japan, he focuses on the topic of the coming fiscal crisis in Japan. He is a frequent contributor to financial press and business journals.
 

Bruce Pomer, Managing Partner, Westgate Advisory

Bruce Pomer is the Managing Partner of Westgate Advisory based in Tokyo, Japan. Mr. Pomer established Westgate in 2009 to provide financial advice and services related to Japan M&A transactions. Westgate focuses on small and medium sized transactions, while clients range from private and family owned companies to financial sponsors, major publicly traded corporations and multinationals. Mr. Pomer has more than 25 years of M&A experience working for major financial institutions including Merrill Lynch, Bank of America Securities and Shinsei Bank in Tokyo, New York, San Francisco and Toronto.
 

Lorne Steinberg, President, Lorne Steinberg Wealth Management

Lorne Steinberg founded Lorne Steinberg Wealth Management Inc. (LSWM) with the vision of providing investment counsel services to high net worth individuals, based on principles of integrity, transparency, trust and capital preservation. Prior to founding the firm, he was President and Chief Investment Officer of AGF’s investment counsel business in Montreal, Magna Vista Investment Management Ltd., which he joined in 1999. Before Magna Vista he spent 10 years at Lafferty, Harwood and Partners, where he began as a research analyst and was later responsible for the fixed income desk. Lorne received his MBA from the Wharton School of the University of Pennsylvania and his BA from McGill University. He has been a Chartered Financial Analyst (CFA) charterholder since 1996.
 

Soo Chuen Tan, Managing Member, Discerene Value Advisors

Soo Chuen Tan is Managing Member of Discerene Value Advisors LLC, a private investment firm which invests globally pursuing a concentrated, long-term, deep value investment philosophy for a small handful of endowments, foundations and family offices. Before founding Discerene, Mr. Tan was a partner and managing director at Deccan Value Advisors, and prior to that was at the Baupost Group, Halcyon Asset Management, and McKinsey & Company. He has an MBA from Harvard Business School where he was a Baker Scholar, and a BA (double first class honors) in Jurisprudence from Oxford University, where he won the Oxford University/ Martin Wronker Prize.
 

Steven Towns, Co-founder, Nippon Value Capital

Steven Towns is a co-founder of Nippon Value Capital, an activist hedge fund startup seeking to enhance Japanese equity valuations through a combination of improved asset efficiency, excess capital allocation, and corporate action. Towns is also the author of Investing in Japan: There is no stock market as undervalued and misunderstood. Published in March 2012, the author believes the book will prove timely in light of historically-low equity valuations and timeless for its comprehensive explanation of the market’s structure and various idiosyncrasies.
 

Mitsuhiro Yuasa, Managing Director, Rheos Capital Works

Mitsuhiro Yuasa founded Rheos Capital Works, a Tokyo-based investment firm specializing in small cap stocks, in 2003. Previously, Yuasa-san held positions at Rothschild Asset Management and Gartmore Asset Management. Yuasa-san has extensive experience in the analysis and management of emerging growth stock portfolios and long/short equity hedge funds, as well as deep knowledge of the Japanese and global asset management industry. Rheos’ clients include sovereign wealth funds and major Japanese corporate pension funds.
 

REGISTER TODAY and SAVE 25%! Hurry, this discount expires soon!

 

Preview one of your registration bonuses, an exclusive 88-minute interview with Jiro Yasu, Partner at VARECS Partners and SVP at First Eagle Investment Management:

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Benefit from Our Partnership with The Manual of Ideas

The investment team of The Manual of Ideas, the acclaimed independent research publication, stands firmly behind ValueConferences and is helping make Japan Investing Summit a fun, educational and profitable experience for you.

Authored by investment and finance professionals who have grown up on the teachings of Ben Graham, Warren Buffett and Joel Greenblatt, and have studied under luminaries such as Yale Chief Investment Officer David Swensen and Economics Nobel Laureate James Tobin, The Manual of Ideas delivers timely, differentiated investment ideas.

Here is what members of The Manual of Ideas had to say:

“Your service consistently gets the most actionable ideas on our desks, which saves us a ton of time and effort without compromising our very high quality standards.” Zeke Ashton, Portfolio Manager, Centaur Capital Partners

“Let me congratulate you on producing such fine products. I’ve reviewed many investment-oriented publications, and yours are the only ones I’ve come to truly trust.” Benjamin Burack, private investor

“The MOI is an unbiased collection of investment ideas that you can’t find anywhere else. A truly unique resource that you will benefit from.” Sham Gad, Managing Partner, Gad Partners Fund

“The breadth and depth of the research are amazing – very highly recommended for all serious value investors.” Ori Eyal, Portfolio Manager, Emerging Value Capital Management

“Very useful.” Murat Ozbaydar, Portfolio Manager, Soros Fund Management

“To master chess, one has to study the moves of the masters, and in investing it is no different. The Manual of Ideas increases the ease of doing that by at least an order of magnitude. Just as important is that it presents the ideas in a neutral light, without any hype or promotion which is rare. An extremely valuable resource.” Guy Spier, Principal, Aquamarine Capital Management

“I wanted to thank you for your outstanding product, there is nothing else like it on the market. As Peter Lynch said, ‘the person that turns over the most rocks wins the game.’ The rock piles through which your team searches are not even on the map of most investors.” Jake Rosser, Managing Partner, Coho Capital Management

“Unique.” Cory Janssen, Founder, Investopedia.com

“The MOI is a wonderful way to expose yourself to the thoughts and screens of some of the most successful investors and investment methods out there. Value based investors are well served by thinking about how others succeed, and comparing and contrasting their own ideas to the cauldron of the investment idea marketplace.”Tom Gayner, Chief Investment Officer, Markel Corporation

“Superbly informative.” Noam Grunes, private investor, Australia

“Outstanding.” Jonathan Heller, CFA, Editor, Cheap Stocks

“The Manual of Ideas is a tremendous effort and very well put together.” Mohnish Pabrai, Founder and Managing Partner, Pabrai Investment Funds

“I am (as always) impressed with your work.” Mark Sproule, Scopia Capital

“Very impressive.” Shai Dardashti, Founder and Managing Partner, Dardashti Capital Management

“As a portfolio manager I have time for only about five really good investment publications. The Manual of Ideas is one of them! It is one of my favorite sources for really good investment ideas.” —Quincy Lee, Portfolio Manager, Teton Capital Partners

“Your team is doing amazing work. Keep it up.” Joseph T. Koster, Editor, Value Investing World

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“This is the best institutional-quality equity research to come along in a long time. It not only unearths companies with compelling risk-reward profiles but also analyzes them with a clear understanding of business economics and competitive dynamics.” Pavel Savor, Professor of Finance, The Wharton School

 

Preview one of your registration bonuses, an exclusive 47-minute interview with Howard Smith, Managing Director of Indus Capital Advisors:

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