25
Jun
Activist Investors: Agents of change or disruption?
Activist investor campaigns are a mixed bag for private equity in Japan. On one hand, pressure translates into investment opportunities as corporates consider divestments and take-private proposals. On the other, the associated noise can drive up prices and alert regulators. Government reforms have moved Japan from sideline curiosity to key target for activist investors globally. But at to the overall contribution to corporate health, there is arguably a fine line between help and hindrance.
- What can be learned from recent campaigns, both successes and failures?
- Are activist investors approaching Japan differently to other markets?
- Should regulators play more of a role as processes become more combative?
- Are there valid concerns that activist investors are a counterproductive force?
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SpeakersTodd Kropp Partner KPMG
Nicholas Smith Japan Strategist CLSA
Masumi Nishida Partner Dalton Investments
Eiji Imai Head of Japan Farallon Capital
Jesper Koll Senior Adviser Monex Group - Japan Catalyst Fund
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Mr. Imai is the Head of Japan for Farallon Capital. Previously, he engaged in investment activities and post-investment management support at Bain Capital's Tokyo and Boston offices. Prior to Bain, he worked as an attorney at Nishimura & Asahi, He has extensive experience as an outside director for both listed and unlisted companies, including serving as an outside director of Toshiba from 2022 to 2023.
He has been involved in education for working professionals and students since 2015 and began teaching at the University of Tokyo's Faculty of Law in April 2026. In addition, he serves as the Chair of the Board of Directors at The American School in Japan.