Agenda

Discussion & Networking

A full day of discussion,
debate, presentations &
networking in Tokyo

Networking Day

A day of networking built
around visits to a fusion
relevant facility and cultural
site

1-1 meetings

Opportunities for 1-1 bi-lateral
meetings with potential
partners, investors, or clients

Thursday, 23rd October 2025

Discussions & Networking

8:00 AM - 9:00 AM
Registration, Coffee & Networking

Conference check-in and badge collection, with an opportunity to meet fellow attendees and begin networking before the program commences. 

9:00 AM - 9:05 AM
Welcoming Remarks

Satoshi Konishi will deliver the Welcoming Remarks, reflecting on the growing momentum of fusion in Japan and the wider Asia-Pacific region, and highlighting the opportunities for global collaboration, innovation, and investment. 

9:05 AM - 9:20 AM
A Keynote Presentation with Dr. Tsuneto

A keynote presentation with Dr. Tsuneto to explore Japan's strategy to develop a world-leading fusion industry. The Cabinet Office leads Japan's national fusion policy coordination and issued the Fusion Energy Innovation Strategy targeting commercialisation by the 2030s.

9:20 AM - 9:50 AM
A Fireside Chat with Chris Sacca from Lowercarbon Capital

A fireside chat with leading international fusion investor, Chris Sacca from Lowercarbon Capital, exploring the investment thesis for fusion energy. How fusion sits within a deep-tech portfolio, and what role Japanese and regional expertise and capital play in fusion globally.

9:50 AM - 10:35 AM
Fusion Investment: Expectations & Returns

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?

Moderated by: Stuart Allen, Co-founder & CEO - FusionX

10:35 AM - 11:00 AM
Coffee & Networking

Connect with fellow attendees and network over coffee. 

11:00 AM - 11:30 AM
Artificial Intelligence & the Future of Energy Infrastructure

A panel bringing together leading voices from fusion energy and strategic investment to explore how artificial intelligence is reshaping energy markets and creating new pathways to energy independence.

  • How is AI's energy demand creating new imperatives for fusion commercialisation and energy security?
  • What role do Japanese conglomerates play in bridging AI innovation with next-generation energy infrastructure?
  • How can strategic partnerships between fusion companies and AI-focused investors accelerate both technological advancement and commercial deployment?
  • What does "energy dominance" look like in an AI-driven world, and how do fusion technologies enable national and corporate competitive advantages?

Moderated by: Marcus Otsuji, Country Manager, Geodisc Capital

11:30 AM - 12:25 PM
Negotiating the Path to Commercialisation

A panel of senior figures from the world’s leading public & private, fusion-focused entities discuss key challenges on the path to commercialisation:

  • How close are the leading technologies to achieving private-sector break-even, & what effect will that have on investment in the sector?
  • What are the main challenges, and what needs to be done, to accelerate movement towards commercialisation?
  • How can the use of industrialised fusion tech for non-power applications de-risk the path to commercial fusion-power generation?
  • What needs to be done to create an efficient global fusion sector, harmonising regulation for operations and codes/standards for inputs?

Moderated by: Alex Borovskis, Co-Founder - Helixos

12:25 PM - 1:15 PM
Supply Chain: Mitigating Risk & Providing Opportunity

Investing in companies that seek to resolve the engineering challenges of fusion companies, or supply the specialist inputs fusion requires, can both give diverse exposure in fusion + potentially other fast-growing markets.

  • What technical & engineering challenges/solutions in fusion are being resolved by Japanese entities?
  • How are Japanese supply-chain companies supporting international private sector fusion with HTS, fuel cycle solutions etc?
  • What are the implications for the fusion supply-chain of Japan’s intent to ‘industrialise’ fusion?
  • What are the prospects for consolidation in fusion-tech & supply chains? And what strategic benefits might consolidation bring?

Moderated by: Rob Buckingham, Executive Director of Robotics and Repurposing, UKAEA 

1:15 PM - 2:10 PM
Networking Lunch

Buffet Lunch & Informal Networking

2:10 PM - 2:15 PM
Bayern Innovativ Announcement

Take your seats for an exciting announcement!

2:15 PM - 2:40 PM
Partnerships & Potential

A fireside chat with a leading fusion innovator and their partner, followed by an interactive Q&A

Moderated by: Melanie Windridge, Co-Founder - FusionX

2:40 PM - 3:30 PM
Investing Strategically: Partnerships & Collaboration

Representatives from international fusion companies and their partners – suppliers, industrials, strategic investors – explore their collaboration.

  • How does collaboration accelerate and derisk the path to commercialisation?
  • How can partnerships mitigate the challenges of financing a long-term, capital-intensive project such as fusion?
  • Which partnerships are most effective: suppliers, EPC contractors, off-takers?
  • How is Japan’s ‘Fusion Energy Innovation Strategy’ supporting collaboration?

Moderated by: Dr. Jacqueline Kirtley, Assistant Professor of Entrepreneurship, The Wharton School at University of Pennsylvania

3:30 PM - 3:55 PM
Coffee & Investor Networking

Connect with fellow attendees and network over coffee. 

3:55 PM - 4:40 PM
Many Paths: Investing in Fusion Innovation

A series of short presentations from fusion innovators, followed by an interactive Q&A, exploring the variety of approaches to the commercialisation of fusion.

  • There are many feasible paths to the commercialisation of fusion, what are the cost, risk or other benefits of different approaches? 
  • What role can investors, partners or suppliers play in the advance of these companies?
  • What criteria should potential partners, suppliers or investors apply when exploring fusion opportunities?

Moderated by: Melanie Windridge, Co-Founder - FusionX

4:40 PM - 5:00 PM
A Fireside Chat with Nicolas Burkardt - Marvel Fusion

A candid discussion with Nicolas Burkardt, CFO of Marvel Fusion, exploring cross-border partnerships and the integration of European fusion innovation with Asia-Pacific capital and expertise.

5:00 PM - 5:45 PM
Laser Inertially Confined Fusion: Showing Results

Recent results from NIF showing accelerating increases in gain suggest laser ICF is the most derisked path to commercialisation. A panel of  laser fusion innovators, their investors and suppliers explore this thesis.

  • To what extent do the results from LLNL derisk private sector ICF companies?
  • There are several feasible paths to the commercialisation of ICF, what are the cost, risk or other benefits of different approaches? 
  • Japan’s national strategy commits to supporting laser ICF; what role can Japan and its innovators, partners or suppliers play in ICF’s advance?

Moderated by Valerie Jamieson, Development Manager at the Fusion Cluster, UKAEA 

5:45 PM - 6:00 PM
Helical Stellarator Research on Fusion Science at NIFS

Since 1989, NIFS has led global fusion research with the Large Helical Device (LHD), achieving world-leading plasma durations and ion temperatures over 120 million °C. NIFS has advanced helical reactor designs and High-Temperature Superconducting magnet technologies. This session will highlight NIFS’s efforts to accelerate commercial fusion development through public-private partnerships. The facility will also be one of the destinations on the October 24 tour.

6:00 PM
Closing Remarks

Stuart Allen will present the Closing Remarks, reflecting on the key insights that have emerged throughout the day, including Asia-Pacific's pivotal role in advancing fusion, and looking ahead to the next steps in building a globally connected and commercially viable fusion ecosystem.

6:00 PM - 7:00 PM
Networking Drinks Reception

A networking drinks reception offering participants the opportunity to continue conversations from the day’s sessions, build new connections, and explore potential collaborations.