Source: Peatix

Date and time: Saturday, July 12, 2025 Doors open at 17:45, performance begins at 18:30, ends around 20:30
(After the event, a second party will be held at the same venue until 22:00. Only at the physical venue.)

・Real venue ticket: 2,500 yen
・Real venue ticket with social gathering (light meal + 60 minutes free drinks): 5,800 yen
*Please note that we do not accept cancellations or refunds after purchase, regardless of the reason.

○ Program
Part 1 (25 minutes)
Investor roundtable discussion: "Is it okay to FIRE with that amount of assets?"
Everyone thinks about FIRE at least once. How should we think about the amount of assets and economic situation that can be considered financial independence (FI)? Also, although there have been major short-term fluctuations since the Lehman Shock, there has been no market downturn over a period of several years. While many people seem to have benefited from asset management, are their resilience to declines and risk management sufficient? We will discuss with working-age people and those who have FIRE how to set goals and spare funds, how to approach work and hobbies after reaching FI, what to do if you semi-retire or FIRE, and whether your approach and way of thinking about work and labor will change.

Starring schedule:
・Dreaming Father (X: @yumemititi Blog: Dreaming Father's Diary of Steady Investments)
・Wakaba (X: @ER_Jun2017)
・Index University Student (X: @index_student)
・Namazun (host, X:@gameoftheweak blog: Namazun's "Game of the Weak")

Part 2 (20 minutes)
Bond funds are gaining attention as interest rates rise: an introduction to them now!
As interest rates remain high in the United States and long-term interest rates are also rising in Japan, interest is growing in bonds, which offer the potential for relatively stable returns with lower risk than stocks.
So let's take another look at bond funds, which invest in bonds.

Starring schedule:
・Masayuki Tamura (Editorial Committee Member, Nihon Keizai Shimbun)
・Junichi Eno (Investment trust blogger)

Break (15 minutes)

Part 3 (60 minutes)
How to choose investment trusts in the era of the two giants: Orkan and S&P 500
Index funds have become popular with many individual investors as an investment product that allows for efficient asset management at low cost. However, should cost really be the only criterion for selecting an investment trust? With the number of investment trust options increasing, many individual investors may be unsure of what criteria they should use to select an investment trust.
In Part 3, we will delve deeper into the latest trends, such as selection criteria for investment trusts other than cost, how to choose investment trusts for the expanding iDeCo and corporate DC, and the emergence of new indexes, and provide hints for choosing the product that is best for you. In the "era of the two giants" of Orkan and the S&P 500, how should individual investors choose a product?

Starring schedule:
- Mr. Kang Chung-do (Moderator, Representative of Investment Trust Clinic)
Hideo Shirota (CEO of Shirota Wealth & Wellbeing Advisors, former Managing Director of Mitsubishi UFJ Asset Management)
・Hiroaki Takai (Principal of Chiba University of Commerce High School and economics columnist)
・Kayo Oe (Defined Contribution Pension Analyst, Representative of Office Libertas)
Daisuke Ichikawa (Yomiuri Shimbun Tokyo Headquarters Economic Affairs Reporter)

(After the event, a second party will be held at the physical venue for volunteers only. It is scheduled to end at 22:00.)

[Presented by Index Investment Night Executive Committee]

This event is planned by the following seven executive committee members on a volunteer basis.

・yb (Passive investment and active future)
・Kenichi Minase (Random Walker in Umeyashiki Shopping Street (Index Investment Practice))
・ASK (Money Wisdom (tentative title))
・Junichi Eno (Sea of Funds)
・kenz (Index Investment Diary @ Kawasaki)
・Theron (Savings for ages 22 and up)
・Namazun (Index Investing | Namazun's "Game of the Weak" -- A Record of Asset Management Practices for People in Their 20s)

Venue