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Investment Opportunities from Cyclical and Structural Change
October 31, 2000:  Keidanren International Hall (Otemachi), 11F
 08:30-09:00
Registration
 09:00-09:10  Chairman's Address: Burning Issues Facing Japan and its Investors

 Richard A. Werner, Managing Director and Chief Economist, Profit
 Research Center Ltd.

 09:10-09:50  Monetary Policy and Structural Change
 Speaker: Kagehide Kaku, Deputy Chairman, Daiwa Institute of Research
  • Life after the end of the zero interest rate policy
  • Structural and cyclical economic outlook
 09:50-10:30  The Bear Case on Japan: Caught Between Two Good Revolutions
 Speaker: Robert Feldman, Managing Director and Chief Economist,
 Morgan Stanley Dean Witter
  • Two good revolutions - and their cost
  • The fiscal time bomb and its implications
 10:30-10:50
Morning Coffee/Tea Break
 10:50-11:30  The Bull Case on Japan: Dawn of a New Era
 Speaker: Richard A. Werner, Managing Director and
 Chief Economist, Profit Research Center Ltd.
  • The New Japan is dawning
  • BoJ reflation is boosting growth
 11:30-12:10  Structural Opportunities and the Investment Outlook
 Speaker: Peter Eadon-Clarke, Chief Investment Officer, Sumitomo
 Life Investment Co., Ltd.
  • Corporate restructuring and the remaking of Japan
  • The CIO's investment recommendations
 12:10-13:10
Luncheon
 13:10-13:50  Mizuho Bank and Japan's Emerging Banking Landscape
 Speaker: Toru Hashimoto, Chairman, The Fuji Bank Ltd.

  • Japan's bank merger of the century
  • The new banking landscape of the future
 13:50-14:30  PANEL DISCUSSION: Is Japan Finally Recovering?
  • Moderator:  Richard A. Werner, Chief Economist, Profit Research Center Ltd
  • Participants:  Eamonn Fingleton, Author and Commentator Peter Eadon-Clarke, Chief Investment Officer, Sumitomo Life Investment Co., Ltd. Kagehide Kaku, Deputy Chairman, Daiwa Institute of Research
 14:30-14:50
Afternoon Coffee/Tea Break
 14:50-15:30  Online Broking and the New Economy
 Speaker: Atsushi Kunishige, CEO, DLJdirect SFG Securities
  • The New Economy and its opportunities
  • Online broking and the reshaping of financial services
 15:30-16:10  Opportunities in Japan's Real Estate Market
 Speaker: Osamu Yamazaki, CEO, Japan Access Management Ltd

  • Structural improvements in the real estate sector
  • Investment opportunities in real estate
 16:10-16:20
Closing Comments

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