The Investor With Joel Palathinkal
The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life and supports the continuing education for the next generation of allocators
David Baeckelandt: Sumitomo Mitsui Trust Asset Management Americas, Inc
Joel Palathinkal chats with David Baeckelandt from Sumi Trust about Japan's investment scene, highlighting record-sized buyout funds. David shares his career insights and Sumi Trust's role, discussing Japanese investment trends and private market evolution. They explore entrepreneurial growth, legislative shifts, and leadership challenges in small firms. The conversation touches on the changing business approaches of Japan's next generation and their investment interests, especially in North America. The episode also covers hostile takeovers, US-Japan LPGP dynamics, and offers advice on market fit, engagement strategies, and cultural nuances for US managers entering Japan.
Key Points
- Foreign investors are increasingly targeting Japanese companies for buyouts due to new legislation that permits hostile bids, which was previously restricted.
- Japan's private markets have evolved significantly, with a growing entrepreneurial culture and increased funding opportunities, particularly in the Shibuya area known as "Bit Valley."
- Building successful cross-border investment relationships with Japan requires understanding and respecting cultural nuances, such as the importance of detailed and respectful communication practices.
Chapters
| 0:00 | |
| 1:13 | |
| 2:28 | |
| 5:04 | |
| 10:18 | |
| 15:24 | |
| 18:10 | |
| 23:01 | |
| 26:14 | |
| 32:18 | |
| 35:37 | |
| 38:19 | |
| 41:15 |
Transcript
Loading transcript...
- / -