Shota Ishii, Sapiat

Shota Ishii

Shota has been working at the intersection of technology and finance for over 19 years and co-founded Sapiat in 2018. Most recently as Managing Director at State Street Global Exchange, he led efforts around the implementation of application of next generation portfolio analytics. Prior to State Street, he worked at DCI, a systematic corporate credit investment management firm. His other experiences include running a social knowledge management start-up in Paris and as regional manager for Asia at KMV LLC, a quantitative credit risk advisory firm (now part of Moody’s Analytics). He has also consulted extensively for the Financial Strategies group at Shinsei Bank in Tokyo to help manage balance sheet capital. He has a BS from Cornell University in Applied and Engineering Physics, and an MBA from INSEAD.

09.30 - 10.15

The future of REIFs

Technology, ESG, Brexit, tax, substance… What keeps real estate fund managers awake at night? (part II – following 2018)


10.15 - 10.35

AML – applying regulatory expectation for PE and RE in practice

AML/CTF regulation contains rules that players need to translate into their operational reality. This panel will look at some practical questions of the PE/RE industry, such as applying AML/CTF regulations to the PE/RE assets cycle.


11.20 - 12.05

Structuring a RE fund with the investor's jurisdiction in mind

Wherever you are, a Luxembourg property vehicle will allow you to invest worldwide… but small differences apply. Find out what they are.


14.20-15.00

Different approaches to risk management

There is no one way: in- or outsource risk management? Early involvement and post-deal stress testing: how to organise the process? Which reporting tools to use?


15.30 - 16.10

RE regulation and tax alert

What are the key considerations for RE fund structuring in an ever-changing regulatory and tax environment? Fund distribution is changing and so are the fund types used (open-ended). How does this influence NAV calculations? Is the expectation shifting towards short-term (re)structuring? What effect does ATAD II have?


16.10 - 16.55

Putting capital to work in infrastructure

  • Specific expectations from investors in infrastructure
  • Key structuring challenges of transactions in infrastructure
  • Are retail investors the future for infrastructure funds?
  • Can private funds invest in all types of infrastructure assets?