Japan & Taiwan’s Leading Alpha Generating Opportunities – Nomura Asset Management U.S.A. Inc. – 12.8.25

Overview:
Title: Japan & Taiwan’s Leading Alpha Generating Opportunities
Date: Monday, December 8, 2025
Time: 2:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Asian equity markets offer opportunities hidden in plain sight. Join the experts from Nomura Asset Management to explore why active management is required now more than ever to generate alpha opportunities across the equity markets in Japan and Taiwan. Ronald Chan, CIO will address key growth drivers in Taiwan, including:

  • Technological innovation
  • Robust manufacturing capabilities
  • Taiwan’s essential role in the global AI supply chain

Andrew McCagg, Senior Client Portfolio Manager will address Japan’s current macroeconomic environment as well as what to expect for the next chapter in Japanese equities, including:

  • Economic resilience
  • Governance reform momentum
  • Broad investor engagement

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Ronald Chan Ronald Chan CIO Nomura Asset Management Taiwan Limited

Ronald Chan is the Chief Investment Officer of Nomura SITE, a role he has held since July 2025, bringing more than 35 years of investment experience in the financial industry. Prior to joining Nomura SITE, he served as CIO, Equities, Asia ex-Japan at Manulife Investment Management in Hong Kong from 2011 to 2025, having previously held CIO positions at Pacific Eagle Asset Management in Hong Kong, Reliance Asset Management (Singapore) Ltd., and as CIO–Asian Equity at Fortis Investment Management / BNP Asset Management in Shanghai and Hong Kong. He holds a Master’s degree in Finance & Investment from the University of Exeter and a BSc (Hons) in Mathematics & Economics from the University of Bristol, and is a Chartered Financial Analyst (CFA) as well as a member of the UK’s Institute of Investment Management & Research (IIMR).
Andrew McCagg Andrew McCagg Senior Client Portfolio Manager Nomura Asset Management U.K. Ltd.

Andrew McCagg is Senior Client Portfolio Manager for Japanese equities at Nomura Asset Management UK. Ltd. in London. He joined Nomura Asset Management Co Ltd in Tokyo in 2008 after graduating from International Christian University with a Bachelor’s degree in Linguistics.

He initially worked as an assistant portfolio manager in the Advisory Fund Management department and moved to the Japanese equities team in 2011. He was a member of the Japan Value team for 8 years.
The information provided in this presentation is for illustrations only. Economic and market forecasts presented herein reflect our judgment as of the date of this material and are subject to change without notice. These forecasts are estimated, based on assumptions listed on the preceding pages (where applicable), and are subject to significant revision and may change materially as economic and market conditions change. Nomura Asset Management has no obligation to provide updates or changes to these forecasts. Moreover, it should not be assumed that any security discussed was or will be profitable, or that the investment made by Nomura Asset Management in the future will be profitable or will equal the investment performance of any security discussed.

The information contained herein should not be construed as an offer to sell or as a solicitation of an offer to buy any security nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities or other laws of such jurisdiction.

No representation is made that the information contained herein is accurate or complete.

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For Financial Professional Use Only. Not for distribution to the public.

NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED

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