Tokihiko Shimizu
Showing 1–3 of 3 transcripts.
- Milken Institute58 min
Institutional Investors: Thriving Amid Change
Lisa Gray, Raphael Arndt, Russell Read, Dilhan Pillay Sandrasegara, Tokihiko Shimizu
Representatives from Temasek, the Future Fund, the Alaska Permanent Fund, and Japan Post Investment convene to reassess global asset allocation amidst rising leverage risks, demographic shifts, and the headwinds of populism. Major sovereign investors are pivoting from traditional growth equities toward defensive alternatives and emerging market opportunities in Africa and South Asia to capitalize on a projected $1 trillion consumer class. While acknowledging challenges from nationalism and liquidity tightening, these leaders emphasize that superior execution in private markets and strategic flexibility will be critical for generating long-term sustainable returns over the next half-century.
- Milken Institute1h 14m
Forces Shaping Asia
Timothy Dattels, Ronnie C. Chan, Tony Fernandes, Dilhan Pillay, Tokihiko Shimizu, Tony Tan Caktiong, Lev Mass, Ying Hosler
Executives from TPG Capital, Japan Post, Jollibee, and major regional carriers discussed how Asia's 60% contribution to global GDP growth is being driven by a shift toward consumption, digital transformation, and domesticated supply chains. Despite geopolitical complexities like U.S. isolationism and demographic challenges in Japan, panelists identified China's massive consumer base and ASEAN's mobile penetration as the era's primary investment opportunities, overshadowing concerns over trade deficits. The consensus emphasizes that while innovation risks remain, pragmatic business strategies and infrastructure expansion will continue to fuel a unified digital economy across the region.
- Milken Institute53 min
Real Estate: The Search for Returns Amid Uncertainty
Henny Sender, Johnny Adji, Tokihiko Shimizu, Andy Tan-Chye Guan, Paul Vosper
A panel of investment experts distinguished active real estate value creation from passive asset holding, emphasizing a strategic pivot toward bottom-up analysis of specific hubs like Singapore, New York, and Hong Kong amid restrictive global lending regulations. Speakers detailed how structural shifts in China's consumer economy, Japan's corporate governance reforms, and technology-driven changes in office and residential utilization are reshaping market dynamics. Ultimately, the discussion highlighted that long-term success depends on managing leverage risks, navigating regulatory hurdles, and adapting asset portfolios to demographic transitions and evolving environmental standards.