Programme

Programme

Tokyo Financial Information Technology Summit (TFITS) 2024 agenda

Times are in JST
June 26, 2024 | In-person event

09:3009:35

Chairperson’s opening remarks

09:00 - 09:10

Carlos Brefe

Data, information technology and market data specialist

Carlos Brefe has devoted a significant portion of his career to Goldman Sachs, where he managed the Market Data organization across Asia Pacific and led the Global Market Data Vendor Services and Infrastructure team. His role encompassed comprehensive coverage and strategic management of market data, ranging from real-time delivery platforms to commercial and vendor management. 

Prior to his tenure at Goldman Sachs, Carlos amassed experience across various industries, including securities firms, software companies and research institutes. A deep understanding of data and information management has been a cornerstone of his career, with a strong emphasis on teamwork and mentorship.

Carlos holds a Master's degree in Information Studies from the University of Sheffield and a Bachelor's degree in Computer Science from Unicamp in Brazil.

09:3510:00

Developments in fintech in Japan and JFSA’s policy
Keynote address

09:10 - 09:30

Shigeru Shimizu

Director of fintech policy office

Financial Services Agency, Japan

Assistant Commissioner for FinTech Policy, Strategy Development and Management Bureau, Financial Services Agency of Japan (JFSA)

Shigeru Shimizu has been assigned to the current position since July 2023. His responsibility includes promotion of fintech and supervision of the fintech industry such as funds transfer services, crypto exchanges and stablecoins.

He joined the Ministry of Finance (MOF) of Japan in 1996 and has held various positions at the JFSA and the MOF mainly in the area of regional banking and non-bank financial institutions. He had also been seconded to the Japan-Taiwan Exchange Association between 2008 and 2011.

10:0010:40

Digital transformation and technological drivers in Japan
Keynote panel

09:30 - 10:00

  • How are technological advancements impacting financial industry players? 
  • The opportunities and challenges in generative AI use 
  • How are institutions innovating the customer experience? 
  • What is the outlook of Japan’s digital transformation? 
Yoshimasa Satoh

Head of business operations

IG Securities Limited

Yoshimasa Satoh, CFA, is Head of Business Operations at IG Securities Limited in Japan.
He is supporting Head of Japan at IG Group / Representative Director and CEO at IG Securities with the development and implementation of initiatives to improve business performances. He deputizes for the CEO, Head of Japan as and when needed.
He sat on the board of CFA Society Japan from October 2018 to October 2022 and played a role as Secretary Officer during his tenure.
He has been in charge of global multi-asset portfolio management, trading, and research and development of technology and data science solutions throughout his career.
Previously, he served as a portfolio manager of Quantitative Investment Strategies at Goldman Sachs Asset Management.
He also worked for Bloomberg and Nasdaq, respectively, and assumed an Asia Pacific client coverage role.
He started his career at Nomura Research Institute, where he led Nomura Securities’ equity trading and portfolio management technology teams.
He earned the CFA Institute Certificate in ESG Investing and holds bachelor’s and master’s degrees of engineering from the University of Tsukuba.
 

Kaya Kanamori

Chief fintech strategist

Sony Bank

Gen Uehara

Market structure and technology expert

Gen Uehara contributes to the innovation and operational efficiency of the financial industry leveraging his experience in transforming industry workflows with technology platforms.

Prior to his current role, he was the Head of Strategy and Planning for Asia Pacific region for Symphony, focusing on business expansion in Japan and APAC markets.  Additionally, at Goldman Sachs, he contributed to building global-scale technology platforms, transforming workplaces, exploring new revenue opportunities using technology platforms, and driving organizational transformation.

10:4011:10

Networking break

10:30 - 11:05

11:1011:50

Data in ESG: how are technological developments shaping ESG
Panel discussion

11:05 - 11:35

  • What the current opportunities and challenges in data utilisation in a firm 
  • Data privacy concerns in environmental, social and governance disclosure and reporting 
  • How are institutions responding to the developing regulations on data use 
Motoko Kuze

Chief sustainable banking officer, sustainable strategy office

Societe Generale

Motoko started her career in 2001 at Mizuho bank Paris branch before joining Societe Generale Group in 2006, where she served for 10 years in Paris and Tokyo to develop the Group’s business with Japanese Financial Institutions.


In 2016, she joined HSBC Asset Management as Fund Manager and contributed to the growth of ESG investment in Japan as Senior Market Specialist. Most recently, Motoko was with RepRisk Japan Limited, established by the world’s largest ESG technology firm RepRisk AG in 2022, as General Manager to support the acceleration of green finance in Japan by best-in-class ESG risk data.

Masayuki Matsuyama

Senior economist

Development Bank of Japan Inc.

Takaba Minako

Sustainable investment officer

Asset Management One

As Sustainable Investment Officer at Asset Management One Co., Ltd. (AM One), Minako oversees ESG integration and sustainable investment across the assets that AM One manages. Before joining the firm, Minako worked at Nomura Asset Management for a year as ESG Investment Manager for Japan equity team. In her ESG and Sustainability career, Minako headed the ESG Rating Japan Research team at MSCI’s Global ESG Research for 13 years. She managed ESG research for MSCI Japan Select Leaders Index and Gender Diversity Research for MSCI Japan Women Empowering Index. Since 2020, as a Co-Head of Japan Chapter in Women in ETFs, Minako has played an active role to develop female talent network in financial industry.

11:5012:20

Leveraging technology to build operationally resilient financial institutions
Panel discussion

10:00 - 10:30

  • Current-state-of-play for operational risk and resilience 
  • Factors to consider when thinking about operational resilience 
  • How has technology helped or hindered the path towards operational resilience? 
  • Case study: Examples of baking operational resilience into an organization 
  • How the cloud and cloud-based services are impacting resiliency objectives 
Vincent Barzellino

Chief risk officer

SBI Zodia Custody

Vincent Barzellino is the Chief Risk Officer for SBI Zodia Custody, a fintech backed by SBI Group and Standard Chartered, that will offer institutional-grade custody for crypto assets, subject to the necessary regulatory licenses.
In his role, Vincent is building a full-fledge Enterprise Risk Management framework, with a focus on Third-Party risks, Business Continuity, Crisis Management and Operational Risks… Vincent is leveraging on his TradFi expertise to establish a robust control framework in a FinTech environment.
Prior to joining SBI Zodia Custody, Vincent’s experience spanned the 3 lines of defense in diverse functions: Internal Control, Internal Audit and Operational Risk. Vincent ‘s functions covered primarily Market Activities at Société Générale, an investment bank, and Newedge, a Prime Broker, both in Hong Kong and Tokyo.
Vincent holds a double Bachelor of Arts (BA) in International Business Administration from Neoma Business School (France) and Universidad Pontificia Comillas (Spain).
 

Ashish Dave

Head of technology solutions group, Japan

PGIM Japan

Ashish Dave is Director and Head of Technology Solutions Group for PGIM Japan, joined year and half back after working for Asset management firm for over 13years at BlackRock. In his current role, he is responsible for technology transformation for his firm leveraging cloud. He holds a Bachelor’s Degree in Computer Engineering from the University of Mumbai.

Gen Uehara

Market structure and technology expert

Gen Uehara contributes to the innovation and operational efficiency of the financial industry leveraging his experience in transforming industry workflows with technology platforms.

Prior to his current role, he was the Head of Strategy and Planning for Asia Pacific region for Symphony, focusing on business expansion in Japan and APAC markets.  Additionally, at Goldman Sachs, he contributed to building global-scale technology platforms, transforming workplaces, exploring new revenue opportunities using technology platforms, and driving organizational transformation.

12:2013:20

Lunch

12:05 - 13:10

13:2013:50

Cybersecurity spotlight: new considerations for security and privacy
Panel discussion

13:10 - 13:25

  • What impact will technology have on security? 
  • The state of cybersecurity in 2024 and beyond? 
  • How to ensure consumer protection and market integrity  
Gen Uehara

Market structure and technology expert

Gen Uehara contributes to the innovation and operational efficiency of the financial industry leveraging his experience in transforming industry workflows with technology platforms.

Prior to his current role, he was the Head of Strategy and Planning for Asia Pacific region for Symphony, focusing on business expansion in Japan and APAC markets.  Additionally, at Goldman Sachs, he contributed to building global-scale technology platforms, transforming workplaces, exploring new revenue opportunities using technology platforms, and driving organizational transformation.

Jason Mortimer

Head of sustainable investment (fixed income)

Nomura Asset Management

Jason Mortimer is Head of Sustainable Investment – Fixed Income and Senior Portfolio Manager at Nomura Asset Management in Tokyo. In this role, Jason is focused on fixed income ESG-integration and sustainable investing in fixed income and credit, as well as Green, Social, Sustainability Bonds and other mainstream impact investment strategies.

Before joining Nomura in August 2017, Jason was a portfolio manager at First State Investments in London responsible for emerging Asia local rates and currencies and USD sovereign debt markets. Prior to that, Jason was Vice President of EM Asia local currency rates and derivatives strategy at JPMorgan where he worked for four years in Hong Kong and Singapore.  In this role Jason was responsible for Emerging Asia duration strategy for the firms Government Bond-Emerging Market (GBI-EM) index series, as well as Asia cash bond, interest rates and derivatives market research. Jason started his career at Bank of America Merrill Lynch in Tokyo where he worked as a sales and trading associate on the Japanese yen rate swap and options desk.

Jason holds a Bachelor of Science in Business Administration (BSBA) from the University of North Carolina at Chapel Hill, and speaks Japanese with JLPT Level 1 certification.

Atchutarao Killamsetty

Head of IT

Schroders Investment Management

Since graduating with distinction from Jawaharlal Nehru Technological University in Electrical & Electronics Engineering, spent last 25 years in Japan working for prestigious multinational financial firms like Goldman Sachs, Wellington Management, UBS, Schroders (current). A perfect bilingual in Japanese and English with post graduate diploma in Digital Business from Columbia Business School and Executive MBA from Quantic School of Business. Successfully lead and delivered various digital/cloud/workflow transformation initiatives. Often referred by business executives/colleagues as trustworthy and results oriented Digital IT leadership FinTech professional.

13:5014:20

Cultivating new synergies and driving efficiency through data analytics
Fireside chat

15:15 - 15:40

  • Key considerations in data-use for financial institutions in 2024 and beyond 
  • Maximising data capabilities from the eyes of data scientists  
  • Success stories in both sell and buy side firms  
  • Elements of a streamlined Enterprise Data Management (EDM) 
  • New data, new low latency technology and new analytics tools re-shaping research, back testing and trading strategies 
Yosuke Fujisawa

AI officer

Sumitomo Life Insurance Company

With a background spanning major trust banks, venture life insurance companies, and foreign reinsurance firms, Yosuke has been in his current position since 2020. He oversees projects related to data analysis, specializing in insurance data analysis, including Vitality. Additionally, he serves as a part-time lecturer at Waseda University and holds positions as a board member of the Japanese Association of Risk, Insurance and Pensions, chairman of the Enterprise Risk Management Committee of the IAJ, chairman of the Enterprise and Financial Risk Forum of the IAA, and a member of various committees such as the Corporate Pension and Individual Pension Subcommittee of the Social Security Council's and the Expert Committee on the Economic Assumptions in Public Pensions.y of Waterloo.

Yutaka Sakurai

Head of AI research institute

AI Finance Application Research Institute

Yutaka Sakurai is data science and AI expert with a strong background in Financial theory and practice. After more than twenty years' experience of fund manager, trader and quant in Bank of Tokyo-Mitsubishi and Sony Bank, he became a managing director of Research and Pricing Technology Inc.  in 2010. He started AI Finance Application Research Institute in 2017. He published a number of books on Finance and AI.

14:2014:50

Networking break

13:50 - 14:25

14:5015:35

The impact of generative artificial intelligence (GenAI) and machine learning (ML) on operations
Panel discussion

13:25 - 13:50

  • The journey and process of digitalisation;  where Japan is heading  
  • How to help the organisation buy-in to change digitalisation brings 
  • Innovations happening for operations – where are the next steps 
Makoto Shibata

Head of FINOLAB

FINOLAB

Mr. Shibata is currently in charge of FINOLAB community operation since 2019. In his former position at The Bank of Tokyo-Mitsubishi UFJ, he was leading R&D initiatives in emerging technology and online/mobile financial service. He also held positions in corporate planning, accounting, corporate finance and retail customer services at the bank. He is one of the founders of FINOVATORS. And became an external board member at new digital bank, UI Bank, when it acquired a banking license in 2021. He holds a Bachelor of Economics from University of Tokyo and a Master of Science in Development Economics from University of Oxford.

Akihiro Okishima

Head of innovative startups strategy department

Mizuho Securities

Akihiro is the head of the analyst team in the cutting-edge technology fields such as AI, IoT and bio/life science, and leads Mizuho’s investment banking business for “Innovative” startups, technology companies and venture capital funds. He has been involved in the investment banking and fund management industries for more than twenty years in Mizuho and BlackRock, and also engaged in Business and Real Estate Valuation, while working on business applications of data analysis and AI. Akihiro holds a lot of professional certifications such as Member of Royal Institution of Chartered Surveyors (MRICS), Certified International Investment Analyst (CIIA) and Chartered Member of SAAJ (CMA), and a Bachelor’s degree in Engineering from the University of Tokyo.

Emmanuel Petitjean

Chief operating officer

Amundi Japan

Emmanuel Petitjean is COO of Amundi Japan since September 2013. In this capacity, he oversees the operations, IT and trading, finance and corporate governance of the company. He is also responsible for operational risk control and oversees projects concerning the transformation of the technology or operations profile of the company.

Emmanuel joined the asset management industry in 2002 at SG Asset Management Japan where he started as Head of IT, then became head of the Operations division in 2006. In 2008, he took the lead of the performance measurement and reporting teams in Paris before becoming Head of global performance measurement in the Risk Division of Amundi following the merger with Credit Agricole Asset Management.

Prior to his career in asset management, Emmanuel was a project manager and an IT director in Société Générale from 1994 to 2002, in France and in Japan.

Emmanuel graduated from Ecole Supérieure d’Electricité (Supélec) and holds a Masters in Marketing from HEC Business School.

Hitomi Sano

Specially appointed assistant professor

Hitotsubashi University

Hitomi Sano is a Specially Appointed Assistant Professor at the Graduate School of Social Data Science, Hitotsubashi University. She studies data science for finance and climate change, with particular focus on innovations and their impact on the economy brought about by financial technologies. She also leads the university’s initiatives collaborating with the industry to support digital transformation in finance, demographic issues, and entrepreneurship. After serving as a financial IT solutions engineer at the Bank of Japan, she studied the climate change's implications for the economy as a researcher at the University of Tokyo. She has a Ph.D. in Computer Science from Ochanomizu University.

15:3515:40

Chairperson’s closing remarks

15:40 - 15:45

Carlos Brefe

Data, information technology and market data specialist

Carlos Brefe has devoted a significant portion of his career to Goldman Sachs, where he managed the Market Data organization across Asia Pacific and led the Global Market Data Vendor Services and Infrastructure team. His role encompassed comprehensive coverage and strategic management of market data, ranging from real-time delivery platforms to commercial and vendor management. 

Prior to his tenure at Goldman Sachs, Carlos amassed experience across various industries, including securities firms, software companies and research institutes. A deep understanding of data and information management has been a cornerstone of his career, with a strong emphasis on teamwork and mentorship.

Carlos holds a Master's degree in Information Studies from the University of Sheffield and a Bachelor's degree in Computer Science from Unicamp in Brazil.

15:4015:40

End of TFITS 2024

12:40 - 12:45