AVCJ Private Equity Forum Japan 2024

location_on The Conrad, Tokyo, Minato City Map
27 Jun

Activist investors: Disruptive influence

Japan has seen a surge in activist investor campaigns in recent years, spurred by a combination of government policies pushing for better capital efficiency among domestic corporates and more breakthroughs at the board level. High-profile international investors are increasingly looking at the market. For private equity, there are positive and negative consequences. While activists could encourage divestments, they may equally stymy take-private processes by agitating for higher prices. Our market experts assess the activist impact.

  • In what ways are governance and regulatory pressure driving the activist agenda?
  • How can private equity take advantage of investor activism?
  • What can be learned from recent campaigns, both successes and failures?
  • Are activist investors approaching Japan differently to other markets?
image image image image image
  • Speakers keyboard_arrow_down
    image
    Paul Ford Partner, Deal Advisory, Head of Private Equity KPMG FAS CO., LTD. Bio
    image
    Toby Rodes Co-Founder KANAME CAPITAL Bio
    image
    Nicholas Smith Japan Strategist CLSA Bio
    image
    Jesper Koll Executive Director MONEX GROUP & JAPAN CATALYST FUND Bio
    image
    Nels Hansen Partner WHITE & CASE Bio