Solarplaza Summit Asset Management Japan

Wednesday 26 October 2022

19:00

Pre-Conference Networking Event

The Networking Dinner will take place in CÉ LA VI Tokyo

SOLD OUT

The Networking Event will take place in CÉ LA VI Tokyo

Thursday 27 October 2022

Program

Simultaneous translation will be available throughout the conference

08:30

Welcome and Registration

presentation

30 min.

Session Topics:

09:00

Opening Words

English spoken

Japanese translations

presentation

10 min.

Manoela Hartung

Solarplaza

Takuji Okubo

Japan Macro Advisors

Takuji Okubo

Managing Director and Chief Economist

Japan Macro Advisors

Takuji Okubo is one of Japan's leading business economists. Takuji is Managing Director at Japan Macro Advisors, a boutique consultancy he founded in 2012. He is also the CFO at Zen Place Inc., the largest operator of Pilates Studio in Japan with 110 studios in Japan. After graduating from Tokyo University where he received a prestigious Inoue Scholarship, Takuji began his career in 1997 as an Economist at Goldman Sachs Securities in Tokyo, Japan. After being promoted to a rank of Senior Economist in 2000, he left Goldman Sachs in 2003 to pursue his graduate degrees that include an MBA from INSEAD (France), as well as an MSc in Economics from UPF (Barcelona). He spent two additional years at UPF as a PhD candidate in Finance. While at UPF, he taught graduate level courses in Financial Economics and Investment Theory. He returned to the 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. He is a frequent contributor to the financial press, business journals, and television media, including Bloomberg and Reuters. He serves as Executive Committee member of British Chamber of Commerce in Japan and as Director for Japan Risk Forum, an association of Chief Risk Officers and sits on the board of Inoue Scholarship Foundation. He teaches Finance for 3 weeks every year at Harbor Space University, a University in Barcelona.

Session Topics:

Session I

State of the Global and Japanese PV Market

09:10

The State of the Japanese Solar Market

Japanese spoken

English translations

presentation

20 min.

Izumi Kaizuka

RTS Corporation

Session Topics:

What's new in the Japanese Policy Landscape
Insights & figures on market size, growth, trends and opportunities
Changes on the FIT program, and the new FIP

09:30

Global Solar Market Update

Japanese spoken

English translations

presentation

20 min.

Isshu Kikuma

BloombergNEF

Session Topics:

Updates on the world’s hottest solar markets: Europe, North America and more
Global lessons for the Japanese Solar Market

09:50

Updates on the O&M and Asset Management Landscape in Japan

Japanese spoken

English translations

presentation

20 min.

Masayuki Sakai

CO2O

Session Topics:

understanding new business models
the role of the asset manager
navigating new O&M metrics and KPIs

10:10

AM Networking Break

Session Topics:

Session II

O&M and Asset Management

10:55

Improving Plant Life Cycle and Performance

English spoken

Japanese translations

panel

40 min.

Japanese and English will be spoken during this session

Tatsuto Kikuchi

Mott MacDonald

Taylor Grafton

AlsoEnergy

Takeru Yamamoto

Shizen Energy

Session Topics:

Maintenance challenges and pitfalls
Navigating high labor costs in O&M
Plant resiliency: snow, extreme weather, disasters

11:35

M&A and Secondary Solar Markets

Japanese spoken

English translations

panel

40 min.

moderator

Mitsuru Misawa

Atsumi & Sakai

Kazuhisa Yurita

ORIX Renewable Energy Management

Yoichiro Mizuta

Pacifico Energy

Kentaro Kato

Deloitte

Session Topics:

current challenges of due diligence strategy
insights on acquisition: the right projects for the right portfolio
common issues faced by asset managers when acquiring and selling assets

12:15

New trends in C&I: Managing Small and Middle Size Assets

Japanese spoken

English translations

panel

40 min.

moderator

Ken Nagasawa

Otosuke llc

Akihiro Morimoto

CO2O

Tadashi Nobata

Kansai Electric Power

Session Topics:

Due diligence challenges and post-acquisition asset management for C&I solar projects
Handling third-party damage
Making profitable small and middle sized solar assets

12:55

Lunch Networking Break

Session Topics:

Session III

Finance Deep-Dive

14:00

Finance Deep-Dive: Financing solar projects in the Post-FIT era

Japanese spoken

English translations

presentation

25 min.

Naoki Sato

Daiwa Energy & Infrastructure

Session Topics:

risks of Post-FIT financing from the lender's perspective
understanding business schemes that enable financing procurement

14:25

PPA’s

panel

40 min.

moderator

Martin Mesmer

M2PV KK Consultancy

Martin Stein

AMP Energy

Mao Ito

Goldman Sachs

Andrew Hughes

Orrick

Session Topics:

new trends in PPA contracts: advantages and attention points
navigating contractual risks

15:05

Assessing Risks and Properly Insuring Solar Portfolios

Japanese spoken

English translations

presentation

20 min.

Kazuhisa Yurita

ORIX Renewable Energy Management

Taisuke Ito

Tokio Marine & Nichido Fire

Session Topics:

Risk management: what is means for investors and asset managers
Insurance lessons from mature markets
Preparing for natural disasters and the climate change
This session will be conducted in a dialogue format, with questions, answers and commentary from both speakers

15:25

PM Networking Break

Session Topics:

Session IV

Setting the course for growth in Japan

16:05

Electricity Price Development

English spoken

Japanese translations

panel

45 min.

moderator

Martin Mesmer

M2PV KK Consultancy

Lars Weber

Valhall

Dan Shulman

Shulman Advisory

Jose Antonio Millan Ruano

Hinode Energy

Session Topics:

navigating global energy price dynamics
how to tackle changes in the solar business case
the impact of price volatility

16:50

Long-term Outlook: How to Keep on Growing

English spoken

Japanese translations

panel

30 min.

moderator

Takuji Okubo

Japan Macro Advisors

Takuji Okubo

Managing Director and Chief Economist

Japan Macro Advisors

Masaaki Mezaki

GPSS Group

Yasuhiro Tanaka

PVSQ Management

Yasushi Ishii

SB Energy (Japan)

Session Topics:

Is Japan still an attractive solar market? Understanding the slow market growth, and what can be done about it
the future of global deployment trends: what does it mean for asset managers in Japan?
trends to look out for: VPPs, C&I, floating PV, storage, green hydrogen

17:20

Closing Words

English spoken

Japanese translations

presentation

10 min.

Takuji Okubo

Japan Macro Advisors

Takuji Okubo

Managing Director and Chief Economist

Japan Macro Advisors

Session Topics:

17:30

Networking Drinks

Session Topics:

Solarplaza Summit | Asset Management Japan

Welcome and Registration

Opening Words

State of the Global and Japanese PV Market

The State of the Japanese Solar Market

Global Solar Market Update

Updates on the O&M and Asset Management Landscape in Japan

O&M and Asset Management

Improving Plant Life Cycle and Performance

M&A and Secondary Solar Markets

New trends in C&I: Managing Small and Middle Size Assets

Finance Deep-Dive

Finance Deep-Dive: Financing solar projects in the Post-FIT era

PPA’s

Assessing Risks and Properly Insuring Solar Portfolios

Setting the course for growth in Japan

Electricity Price Development

Long-term Outlook: How to Keep on Growing

Closing Words