Name
Fusion Investment: Expectations & Returns
Date & Time
Thursday, October 23, 2025, 9:50 AM - 10:35 AM
Speakers
• Yasumasa Saito, Ph.D., CVC Department, Manager - SBI Investment
• Mr Peter Dolan, Head of Sustainable Technologies Fund - Hedosophia
• Clay Dumas, General Partner - Lowercarbon Capital
• Mr Peter Dolan, Head of Sustainable Technologies Fund - Hedosophia
• Clay Dumas, General Partner - Lowercarbon Capital



Description
A panel of leading Japanese and international investors and share their thoughts, motivations and expectations on fusion as an investment opportunity:
- What are expectations & how has fusion performed vs. expectations thus far?
- Can fusion enhance short- & long-term returns, reduce risk/bring diversification to a portfolio?
- What’s an ideal weighting towards fusion in a deep-tech or climate tech fund?
- How do CVCs view the fusion opportunity, how does their approach compare with other investors?
- What are the strategic investment opportunities in fusion and the fusion supply chain?