Capital Trust Services Profile

Alternative Investment Solutions

Structuring and managing feeder funds and repackaged products through trust vehicles, with a focus on alternative assets.

Corporate Trust & Securitization Services

Trust business

• Trust for Re-packaging Bonds and Loans

• Trust for Securitization (ABS, MBS, etc.)

• Other Monetary Claim Trust

• Money Trust managed by third-party IMs

• Security Trustee

• Secured Bond Trustee

• Security Trustee for Enterprise Value Security Interests

• Trust to hold and dispose Real Estate

• Trust for FX Margins

• Aircraft Trust

• Outsourcing of Self-Trust

• Trust issuing Trust Bonds/ Type I Securities

• Taxable Corporate Trust

Agency Services

Agent business

• Cash Manager

• Facility Agent for Project Finance

• Asset Custody for Investment Vehicle

• Real Estate Brokerage

Case Examples

▪ Trustee for overseas alternative investments

▪ Loan Trustee for overseas private debt funds

▪ Trust structure for local private equity funds

▪ Security Trustee and Secured Bond Trustee in Japan for a large-scale cross-border LBO finance

▪ Trustee for a collateralized corporate bond issued for M&A

▪ Trustee for repackaging $1.9 billion loan to U.S. borrower

▪ Trustee for auto-loan ABS program originated by leading European automakers

▪ Loan Trustee for Data Center Development Projects

▪ Trustee for Apart Loan RMBS

▪ Facility Agent, Security Trustee, and Account Trustee to support project finance for data center/mega-solar/wind power station in Japan

▪ Trust for holding and disposing Real Estate with Trust  Borrowing

▪ Trust for holding and disposing Real Estate with Trust Bond Issuance

Client Segments

• Top-tier Global Banks / Securities Firms

• Central Financial Institutions

• Japanese MEGA Banks

• Life Insurers (Global/Japanese)

• General Insurers (Japanese)

• Financial Cooperatives

• Leading Japanese Trust Banks

• Master Trust Banks (incl. trustee for Pension Funds)

• Regional Banks

• Overseas Banks

• Net-Banking

• Non-Bank Financial Corporations

• Local Broker-Dealers

• Asset Managers (Global/Japanese)

• Educational Institutions /Universities

• Renewable Energy Companies

• Auto Manufacturer (Global)

• Auto Parts Supplier(Global), and others

Referral Provided by

• Top-tier Global Banks / Securities Firms

• Top-tier Law Firms

• Top-tier Accounting Firms / Tax Advisors