As Japan enters a period of accelerated portfolio reshaping, boards face a new reality: M&A is no longer episodic — it is now a continuous strategic responsibility. Companies must determine what to buy, what to sell, and how each decision strengthens long‑term value creation. This session examines how directors can guide portfolio strategy with clarity, discipline, and an understanding of today’s fast‑moving deal environment.

Japan’s M&A market is evolving quickly. Deal volume and deal value have risen to historic levels, private equity is expanding its influence, and pricing dynamics are shifting as companies compete for scarce assets. Directors must understand how market dynamics and currency issues affect cross‑border decisions, and how technology and AI are beginning to influence deal sourcing, diligence, and execution.

Real‑world deal experience shows that success is rarely driven by a single factor. Boards must evaluate portfolio strategy, pricing discipline, diligence quality, post‑merger integration, and the governance structures that prevent avoidable mistakes. Overpaying is only one risk; misaligned strategy, weak diligence, unclear accountability, and poor post‑deal monitoring can be equally damaging.

This program brings together M&A legal and financial experts, deal advisors, and investor perspectives to help directors strengthen oversight of transformational growth while avoiding the pitfalls that lead to deal failure.

Speakers

• Atsushi Tatsuguchi - Managing Director, Morgan Stanley (Host)

• Ken King - Partner, Skadden

• Asa Shinkawa - Partner, Nishimura & Asahi

• Dominic Henderson - Managing Director, Sodali & Co.

• Keiko Horkan - Portfolio Manager, Dodge & Cox

• Tracy Gopal - Founder, Japan Board Diversity Network (Moderator)

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