IRF Education: What If......Japan Isn't a False Dawn? 4 Lost Decades Reverse and More
25 Jun 24 15:00 BST / 10:00 EDT
Pelham Smithers Associates, Asymmetric Advisors, Japan Foresight
Pelham Smithers Associates
Pelham Smithers
Pelham Smithers
Founder / Electronics, Telecoms & Pharma
Pelham co-founded PSA and is the firm’s managing director. He began his 35-year career as an analyst in Tokyo in 1987 covering software companies. He later became Japan Strategist for ING Barings before returning to equity research, as head of Asian research for Pali Capital.
Asymmetric Advisors
Tim Morse
Tim Morse
Principal
Tim has 25 years specialising in Japan only, initially in fund management in Scotland, then as an analyst in Japan for 12 years and finally in sales/research. Specialisms include identifying exciting small/mid ideas that have yet to get investor recognition, large corporate restructuring/structural changes stories and value opportunities with a catalyst.
Japan Foresight
Tobias Harris
Tobias Harris
Founder
Tobias is a leading expert on Japan and the author of The Iconoclast: Shinzō Abe and the New Japan (2020). He has written about Japan’s politics and the geopolitics of Asia for The New York Times, Washington Post, Wall Street Journal, and the Financial Times, and comments regularly on television and radio broadcasts. He has a BA in Politics and History (summa cum laude) from Brandeis University and an M.Phil in International Relations from the University of Cambridge.