This conference will look at the global financial crisis from the Japanese perspective. Topics to be discussed will include how to cope with the current financial crisis, how to manage the government debt hang-over, and a discussion the Japanese economic model.
Saturday, December 1st: Arrival in Tokyo
Overnight at Marunouchi Hotel
Sunday, December 2nd: Tour and Welcome Dinner
Guided City Tour
GIC Welcome Dinner at Daigomi
Overnight at the Marunouchi Hotel
Monday, December 3rd: Full Day Conference
Venue: Gakushi-Kaikan (Alumni Hall for the Former Imperial Universities)
Room 202
Conference Agenda
8″30 AM – 9:00 AM Registration and Coffee
9:00 AM – 9:10 AM Welcoming Remarks
- Michael Drury, Chief Economist, McVean Trading & Investments and Deputy Program Chair, GIC
- Kozo Koide, Chief Economist, DIAM Co., Ltd.
9:10 AM – 11:00 AM Session I: Monetary Policy: “How to Cope with the Current Financial Crisis”
- Kiyohiko Nishimura, Deputy Governor, Bank of Japan
- Christian Noyer, Governor, Banque de France
- Mark Sniderman, EVP & Chief Policy Officer Federal Reserve Bank of Cleveland
- Moderator: Paul McCulley, Chair, GIC Global Society of Fellows
11:10 AM – 1:00 PM Session II: Financial Policy: “How to Manage the Government Debt Hang-Over”
- Japan: Takehiko Nakao, Vice Minister for International Affairs, Ministry of Finance
- United States: John Silvia, Managing Director and Chief Economist, Wells Fargo Securities, LLC
- European Union: Manuel Balmaseda, Chief Economist, CEMEX
- Moderator: Michael Drury, Chief Economist, McVean Trading & Investments and Deputy Program Chair, GIC
1:00 PM – 2:00 PM Lunch
2:00 PM – 3:00 PM Session Ⅲ: Financial Crisis & Asia
- Masahiro Kawai, Dean & Chief Executive Officer, Asia Development Bank Institute on “Crises and Asian Finance”
- Daranee Saeju , Division Chief, Financial Markets Department, Bank of Thailand
3:00PM – 4:55PM Session IV: “Lessons from Japan’s Lost Decades”
- Kozo Koide, Chief Economist, DIAM Co., on “Birds-eye View on Japan’s past 20 years”
- Yoichi Takita, Member of Editorial Committee, Nihon-Keizai-Shimbun on “Political Economy about Macro Economic Policy”
- Waichi Sekiguchi, Editorial Writer, Nikkei, Inc. on “Electronics and Telecom”
- Goro Kumagai, Senior Researcher, Mizuho Security on “Banking System”
- Tadao Yanase, Deputy Director-General, Ministry of Economy, Trade, and Industry on “Japanese Economic Growth Strategy”
4:55 PM Conclusion
- Michael Drury, Chief Economist, McVean Trading & Investments and Deputy Program Chair, GIC
5 PM – 6PM Optional Visit to General Douglas MacArthur’s Office
Address: Dai-ichi Mutual Life, DN Tower 21, 1-13-1, Yuraku-cho. Chiyoda-ku, Tokyo, 110-8411
6:30PM Group Dinner hosted by DIAM
Venue: Room 203 at Gakushi-Kaikan
Overnight: Marunouchi Hotel
Tuesday, December 4th Private Roundtable Meeting and Lunch
Roundtable Agenda
8:30AM – 9:00AM Registration and Coffee
9:00AM – 9:10AM Welcoming Remarks
- Kozo Koide, Chief Economist, DIAM Co., Ltd.
- Michael Drury, Chief Economist, McVean Trading & Investments and Deputy Program Chair, GIC
9:10AM – 11:00AM: Economic Forecast Panel
- US: John Silvia, Managing Director and Chief Economist, Wells Fargo Securities, LLC
- EU: Manuel Balmaseda, Chief Economist, CEMEX
- China: Michael Drury, Chief Economist, McVean Trading & Investments and Deputy Program Chair, GIC
- Japan: Kozo Koide, Chief Economist, DIAM Co., Ltd.
- Moderated by Michael Drury, Chief Economist, McVean Trading & Investments and Deputy Program Chair, GIC
11:10AM – 1:00PM: Investment Panel
- Bond: Paul McCulley, Chair, GIC Global Society of Fellows
- Equity: Lim Lucier, Managing Director, Capital Alpha Partners
- Commodities/Moderator: Michael Drury, Chief Economist, McVean Trading & Investments and Deputy Program Chair, GIC
1:00PM – 3:00PM Lunch
Overnight: Marunouchi Hotel
Additional costs will include train fare, tours and dinners – prices to be announced.
