25
Jun
アクティビスト投資家：変革の担い手か、混乱の火種か
アクティビスト投資家の活動は、日本のPEにとって一長一短といえる。企業が事業売却や非公開化を検討するきっかけとなり、新たな投資機会を生み出す一方で、活動に伴う騒動が株価の高騰を招き、規制当局の警戒を強めることもある。政府の改革を背景に、日本は世界のアクティビスト投資家にとって傍観の対象から主要ターゲットへと変化した。ただし、企業の健全性への貢献という観点では、支援と妨害の境界線は極めて曖昧だ。
- 最近のアクティビスト案件（成功例・失敗例）から何を学ぶべきか
- アクティビスト投資家は、日本市場で他国とは異なるアプローチを取っているのか
- プロセスが対立的になるなかで、規制当局はより積極的な役割を果たすべきか
- アクティビスト投資家が逆効果を生む存在だという懸念は妥当なのか
-
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
Confirm cancellation
Something went wrong.
An error occurred trying to play the stream. Please reload the page and try again.
Close
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.