Program

With geopolitical fragmentation reshaping markets and ESG facing political headwinds on both sides of the Atlantic, capital providers — from venture capital to impact investors and catalytic funders — must navigate a new reality. How can investors maintain conviction in impact-driven strategies while adapting to shifting regulatory landscapes and the recalibration of sustainability frameworks?

AI data centers are projected to consume as much energy as Japan's entire economy by 2030. Meanwhile, fusion startups race toward commercial viability and next-gen fission designs promise safer nuclear. What energy mix can power the intelligent age — and who will finance it?

A closed Strategy Dialogue examining DEI not as a compliance agenda but as a value-creation thesis for real estate investors, urban developers, and policymakers. How does equitable city design — accessibility, mixed-use communities, gender-responsive infrastructure — generate long-term financial and social returns?

How can corporate LPs move beyond traditional CVC models and work with fund managers to drive both financial returns and measurable ESG outcomes? This dialogue explores cross-sector collaboration that bridges capital, innovation, and impact.

A closed Strategy Dialogue for 10–12 senior leaders exploring the intersection of urban development, real estate investment, and mental health. Conducted under Chatham House Rules to enable frank, off-the-record exchange.

Global sustainability disclosure is at an inflection point. With ISSB standards gaining traction across jurisdictions, the EU recalibrating its CSRD scope, and Japan advancing its own integrated reporting culture, the question is no longer whether to disclose — but how to make disclosure work as a strategic asset. Yet most companies still treat sustainability reporting as a compliance exercise, disconnected from capital allocation, investor engagement, and enterprise value. Meanwhile, pioneering frameworks like impact-weighted accounts are demonstrating that non-financial capital — from environmental impact to human capital — can be quantified, monetized, and embedded into financial decision-making. This closed-door dialogue brings together corporate executives, investors, and practitioners to move beyond the regulatory checklist and explore how sustainability disclosure can actively drive corporate value creation, attract capital, and unlock competitive advantage.

As AI systems grow more powerful and move into the physical world — robots, autonomous infrastructure, industrial automation — trust becomes the decisive factor in adoption. How can investors, founders, and policymakers embed safety, transparency, and accountability from day one?

The rules of cross-border innovation investment are being rewritten in real time. The US-Japan $550 billion strategic investment fund is channeling capital into semiconductors, AI, and critical minerals. The EU Chips Act and AI Act are creating new regulatory corridors — and barriers. Japan is quadrupling its AI and semiconductor budget while global investors rediscover Japanese deep tech as an undervalued frontier. For venture investors operating across these three corridors, the old playbook no longer applies. Tariff negotiations shape deal flow. Export controls redraw supply chains. And a persistent "value-quality mismatch" — where Japanese startups with world-class IP attract lower valuations than comparable US peers — creates both opportunity and friction. This Strategy Dialogue brings together investors actively deploying capital across the US, Europe, and Japan to address the questions that matter most: Where is cross-border capital actually flowing? What makes partnerships across these corridors succeed or fail? And in a world of increasing geopolitical fragmentation, is borderless innovation still possible — or do we need a new model?