Agenda

08:30 AM - 9:00 AM
Registration

09:00 AM - 09:15 AM
Welcome Remarks
Peter Halasz, Partner, Schulte Roth & Zabel

09:15 AM - 10:00 AM
Morning Keynote Speaker
From CSRC's Policing of Everbright Securities to SAFE's Green Lighting of Foreign Hedge Funds Raising Yuan for Overseas Investment
Edgar Perez, Author, TheSpeed Traders, Knightmare on Wall Street

10:00 AM - 11:00 AM
How American Interests Can Catch the Wave of Chinese Overseas Investing?

Moderator: Crocker Coulson, President, CCG Investor Relations
John Allen, Chairman & CEO, Greater China Corporation
Peter Halasz, Partner, Schulte Roth & Zabel
Robert Vambery, Professor of International Business, Lubin School of Business

Abstract: The U.S. has an open economy and low barriers to foreign investment, which has not gone unnoticed by the Chinese; in fact, we are at the beginning of a tidal wave of direct Chinese investment in American businesses that envisions $1 trillion to $2 trillion of Chinese overseas investment this decade. The State Administration of Foreign Exchange (SAFE) has set up a New York operation to invest in private equity, real estate and other U.S. assets. Wanxiang Automotive acquired the assets of battery manufacturer A123 Systems and BGI Shenzhen purchased Complete Genomics. Chinese companies that have mastered manufacturing must develop their distribution, marketing and innovation skills, all areas where American businesses could help. How can America take advantage of Chinese investment money hungry for opportunities? Which type of deals is in the radar for SAFE or CIC? How to manage potential concerns that political tensions could get in the way?

11:00 AM - 11:30 AM
Networking Break

11:30 AM - 12:30 PM
Private Equity, Venture Capital and Capital Markets Investing in China

Moderator: Janet Stites, Publisher, China Business Knowledge
Dan David, Co-founder and Vice President, GeoInvesting
Harry Edelson , Managing Director, Edelson Technology Partners
James O’Neill, Managing Partner, Jin Niu Investment Management Ltd.
Jonathan Krane, CEO, Harvest Krane

Abstract: From investors to large multinational corporations, China continues stirring interest, as the Chinese capital markets in general are still in a nascent stage of development. Private equity and venture capital firms have helped launch new companies and grow regional players into national competitors, usually taking only minority stakes, aided by the robust economic growth expected for the next decade, still relatively abundant opportunities, less competition and a positive government attitude. How long will it take for China to exhibit experienced pension funds and other big institutional investors, the backbone of private equity funding in the West? How capital markets will evolve and which investments opportunities are currently available?

12:30 PM - 01:45 PM
Lunch Break

01:45 PM - 02:45 PM
Is Chinese Real Estate Headed Towards a Bubble?

Moderator: Ann Lee, Author, What the U.S. Can Learn from China
John Allen, Chairman & CEO, Greater China Corporation
Neng Wang, Chong Khoon Lin Professor of Real Estate, Columbia Business School

Abstract: China’s own brand of a housing bubble has Beijing chasing its tail and struggling to catch it. Recently, rising prices led the government to introduce market-cooling measures and tighten its grip on the real estate sector, raising taxes by as much as 20% for transactions. The tax was first introduced in Beijing. But in a lot of smaller cities those measures were never as strict as in Beijing because local authorities wanted to protect the property market to ensure fiscal revenues. Investors are watching the real estate market closely; if prices continue to rise, it will put pressure on the economy as the government would be required to put restrictions on lending. Is this the beginning of a wave of distressed real estate investing? What types of developments will be the next big opportunities?

02:45 PM - 03:45 PM

The Rule of Law and its Role in Achieving the Chinese Dream

Moderator: Reuben Guttman, Director, Grant & Eisenhofer
Ann Lee, Author, What the U.S. Can Learn from China
Lisa Prager, Partner, Schulte Roth & Zabel
Minggao Shen, Managing Director, Citigroup

Abstract: China has made an extraordinary journey along the road back to greatness. Hundreds of millions have been lifted out of poverty, hundreds of millions more have joined the new middle class. It is on the verge of reclaiming what it sees as its rightful position in the world. China’s global influence is expanding and within a decade its economy is expected to overtake America’s. The new head of the country, Xi Jinping, has evoked that rise promoting the “Chinese dream” evoking its American equivalent. Mr Xi’s priority will be to keep the economy growing and that means opening up China even more. What will be the role of the Chinese new generation? Will nationalism interfere with the rhetoric of the resurgent nation? Will corruption and official excess be curbed? Will the constitution become more powerful than the party?

03:45 PM - 04:15 PM
Networking Break

04:15 PM - 05:00 PM
Closing Keynote Speaker
China : One transition, Two Messages for Business
Ned Cloonan, Managing Director, Liberty Square Group

05:00 PM - 05:15 PM
Closing Remarks

05:15 PM - 07:00 PM
Networking Reception