資産運用業界における機関投資家の運用ニーズについて話せます

エキスパート

氏名:開示前


10年を超える外資系信託での業務経験に加えて、5年のグローバルカストディ業務経験と7年の投資顧問業務とが融合した業界横断的な視点でのバイサイド・セルサイド双方からの議論をさせて頂けると存じます。

■その他
どちらでご経験されましたか?: 日本アジアAMの営業部門長、BNYメロン証券の法人営業部、等
いつごろ、何年くらいご経験されましたか?: 1997年から直近まで
その時どのような立場や役割でしたか?: 現在はSVP 営業部門長としてリテールと機関投資家双方の営業を指揮しております。
得意な分野・領域はなんですか?: 機関投資家の商品ニーズ分析と商品発掘並びに提案戦略の立案

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氏名:開示前

More than 10 years’ experience for Sales and Marketing of trust products in three foreign trust banks, and developed business relationships with broad range of institutional clients. Good experience for trust operations and expertised in developing and promoting compound trust products such as Tokkin and Security Trust. At JBT acquired JPY100bil new money in total by trustee change method and principal increase in most accounts of pension clients in charge and accomplished the revenue of JPY250mil. At AAAM in charge of all marketing related activities mainly for the strategy for prospective corporate pension clients and pension consultants. With those essential information, tried to construct the firm business relationships with Japanese pension funds. In SI has tried to create new type of mutual funds and distribute those through the card membership network of its parent company.

Specialties: Expertise in creating consolidated strategy brought by working experience in securities, trust bank, AM and global custody
Broad and close relationship with Japanese pension funds(Corporate, company-wide and public) in reliability
Deep understandings of power-game and behavior of Japanese local FIs(regional banks and others)
Bridge over global & Japanese AM and distributor in search for new retail product development


職歴

職歴:開示前

謝礼金額の目安

¥30,000 / 1時間

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