J.P. Morgan China Summit 2013 Preliminary Agenda

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Transcript of J.P. Morgan China Summit 2013 Preliminary Agenda

Page 1: J.P. Morgan China Summit 2013   Preliminary Agenda
Page 2: J.P. Morgan China Summit 2013   Preliminary Agenda

Monday 3 June - 1x1 meetings only Registration will open at 07:00 at Lower Ground (LG) Level, Grand Hyatt Hotel Lunch will be served during all 1x1 meetings held from 12:00-13:00 and a buffet lunch will also be provided at Level P2 from 12:00-14:00

Tuesday 4 June

Plenary Session Grand Ballroom

07:00–18:00 Registration, Lower Ground (LG) Level

08:00–08:15 Welcome

Mr. Michael Cavanagh, Co-CEO, Corporate & Investment Bank, JPMorgan Chase & Co.

08:15–09:00

Keynote Speech: Mr. Gao Xiqing, Vice Chairman & President, China Investment Corporation

Chair: Ms. Jing Ulrich, Chairman of Global Markets, China, J.P. Morgan

09:00–09:45

Keynote Speech: Chairman’s Address Mr. Jamie Dimon, Chairman & CEO, JPMorgan Chase Bank

Intro: Mr. Michael Cavanagh, Co-CEO, Corporate & Investment Bank, JPMorgan Chase & Co.

09:45–10:30

Keynote Speech: Mr. Jeffrey Immelt, Chairman & CEO, General Electric

Intro: Mr. Jamie Dimon, Chairman & CEO, JPMorgan Chase Bank

10:30–11:15 Keynote Speech:

Ms. Angela Ahrendts, CEO, Burberry Group

11:15–12:15

Keynote Discussion: Mr. Andrew Liveris, Chairman & CEO, The Dow Chemical Company

Mr. Fu Chengyu, Chairman, Sinopec* Mr. Liu Shijin, Vice Minister of the Development Research Center*

12:15–13:00

Keynote Speech: Mr. Jeffrey Katzenberg, CEO, DreamWorks Animation

Chair: Mr. Nicolas Aguzin, CEO, Asia Pacific, J.P. Morgan

13:00–14:00 Informal Lunch Buffet – The Residence, Level P2 (Open from 12: 00–14:00)

Track 1

Hands-On China Series – Grand Ballroom I Track 2

Hands-On China Series – Grand Ballroom II Track 3

Grand Salons II-IV

14:00–15:00

Chinese Auto Market at an Inflection Point Mr. Karsten Engel, China CEO, BMW

Mr. Hubertus Troska, China CEO, Daimler Mr. John Lawler, China CEO, Ford

Dr. Joerg Mull, China EVP, Volkswagen Chair: Mr. Bill Russo, President, Synergistics Ltd,

former Northeast Asia VP, Chrysler

Bridging China’s Income Gap Mr. Fan Jianping, Chief Economist,

State Information Center Dr. Wang Xiaolu, Deputy Director, National Economics

Research Institute, China Reform Foundation Chair: Professor Jack Li, Associate Dean,

Tsinghua University

China Vanke Ms. Shirley Xiao, Executive Vice President

15:00–16:00

China: Engines and Anchors Ms. Zhang Xin, CEO, Soho China

Ms. Jing Ulrich, Chairman of Global Markets, China, J.P. Morgan

Alternative Lending: Out of the Shadows

Ms. Charlene Chu, Senior Director, Fitch Ratings China Mr. Simon Gleave, Head of Financial Services,

KPMG Asia-Pacific Mr. Jason Bedford, Manager, Financial Services,

KPMG China Chair: Mr. Josh Klaczek, Head of Asia Financial

Services Equity Research, J.P. Morgan

China Communication Construction Mr. Fu Junyuan, Executive Director & CFO

16:00–17:00

Urbanization: Problem or Panacea? Dr. Yukon Huang, Senior Associate, Asia Program,

Carnegie Endowment Dr. Wang Feng, Senior Fellow and Director, Brookings-Tsinghua Center for Public Policy

The Brookings Institution The Honorable Richard M. Daley, former Mayor, City of Chicago & Chair, Global Cities Initiative:

A Joint Project of Brookings and JPMorgan Chase Chair: Mr. Peter Scher, Head of Corporate

Responsibility, JPMorgan Chase & Co.

Solutions for Sustainable Development Mr. Jean-Pascal Tricoire, President & CEO,

Schneider Electric* Mr. Pat Dawson, Asia Pacific President,

The Dow Chemical Company Chair: Mr. Ray Cheung, Executive Director,

US China Energy Cooperation Program

GOME Mr. Wang Junzhou, CEO

17:00–18:00

China Retail: Capturing Consumption Ms. Xu Ying, President, Wumart Stores

Mr. Chen Xiaodong, CEO, Intime Department Store Mr. Roger Wang, Chairman, Golden Eagle Retail Group

Mr. Vincent Qiu, CEO, Baozun E-Commerce* Chair: Mr. Josh Perlman, MD, Branded Retail,

Tristate Holdings

Healthcare: Curing China’s Ills Mr. Luke Miels, Head of Asia-Pacific, Roche Dr. Jean-Luc Lowinski, Head of Asia, Sanofi

Mr. Li Xiting, CEO, Mindray Medical* Chair: Ms. Roberta Lipson, CEO, Chindex International

& Chair, United Family Hospital

E House Holdings Mr. Ding Zuyu, Co-President

18:00–19:30 Please join us for a Cocktail Reception at The Residence, Level P2, G rand Hyatt Hotel

Welcome: Mr. Damian Roche, Head of Markets & Investor Services, As ia Pacific, J.P. Morgan

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Wednesday 5 June

Plenary Session Grand Ballroom

07:00–18:00 Registration, Lower Ground (LG) Level

08:00–08:15 Opening

Mr. Daniel Pinto, Co-CEO, Corporate & Investment Bank, JPMorgan Chase & Co.

08:15–09:15

Keynote Panel: Rt Hon Tony Blair, Quartet Representative and former Prime Minister of Great Britain and Northern Ireland

Mr. Gary Locke, United States Ambassador to China Mr. Jin Liqun, Chairman of the Board of Supervisors, China Investment Corporation

Chair: Ms. Jing Ulrich, Chairman of Global Markets, China, J.P. Morgan

09:15–10:15

Keynote Panel: Banking & Financial Mr. Wang Hongzhang, Chairman, China Construction Bank*

Mr. Ma Weihua, President, China Merchants Bank Mr. Miao Jianmin, Executive Vice President, China Life Insurance

Mr. Jamie Dimon, Chairman & CEO, JPMorganChase Bank

10:15–11:15

Keynote Panel: Mr. David Cote, Chairman & CEO, Honeywell International Chair: Mr. Bertrand-Marc Allen, China President, Boeing

11:15–12:30

Keynote Panel: Commodities Dr. Ling Wen, CEO, China Shenhua Energy Mr. Murilo Ferreira, President & CEO, Vale

Mr. Richard Adkerson, President & CEO, Freeport-McMoRan Copper & Gold Mr. Donald Lindsay, President & CEO, Teck Resources

Mr. Jamie Sokalsky, President & CEO, Barrick Gold

12:30–13:00 Keynote Speech:

Mr. Stefano Pessina, Executive Chairman, Alliance Boots

13:00–14:00 Informal Lunch Buffet – The Residence, Level P2 (Open from 12:0 0–14:00)

Track 1

Hands-On China Series – Grand Ballroom I Track 2

Hands-On China Series – Grand Ballroom II Track 3

Grand Salons II-IV

14:00–15:00

Luxury in Less Extravagant Times Mr. Scott Malkin, Founder & Chairman, Value Retail

Mr. Helmuth Hennig, Group MD, Jebsen & Co. Mr. Adrian Cheng, Joint GM, New World Development &

Executive Director, Chow Tai Fook Jewellery Mr. Jonathan Seliger, China CEO, Coach

Chair: Mr. Francis Belin, SVP Greater China, Swarovski

Insurance: What’s Next in China and Asia? Mr. Steve Roder, CFO, Manulife

Mr. Barry Stowe, Asia CEO, Prudential Mr. Geoff Riddell, Asia Chairman, Zurich

Chair: Mr. Charles-Everard de T'Serclaes, J.P. Morgan

RMB Internationalization: Practical Implications Mr. Fang Fang, CEO, Investment Banking, China

Mr. Travis Spence, Head of Global Liquidity, Asia Pacific Mr. Murlidhar Maiya, Head of DCM, Emerging Asia

Mr. Andrew Economos, Head of Sovereign & Institutional Strategy for Asia, J.P. Morgan Asset Management

Chair: Mr. Richard Avery, Head of Global RMB Initiatives, J.P. Morgan

15:00–16:00

Dealmakers Outlook Mr. Antony Leung, Greater China Chairman, Blackstone

Mr. Ming Lu, Regional Leader Southeast Asia, KKR Mr. Jean Eric Salata, Chief Executive,

Baring Private Equity Asia Chair: Mr. Jim Hildebrandt, Managing Director,

Bain Capital

Gaming & Lodging: Still Breaking New Ground Dr. Ambrose So, CEO, SJM Holdings

Mr. Frits van Paasschen, President & CEO, Starwood Hotels & Resorts Worldwide

Chair: Mr. Adrian Mowat, Chief Asian Equity Strategist, J.P. Morgan

PetroChina Mr. Li Hualin, VP & Board Secretary*

16:00–17:00

China’s Changing Property Climate Mr. Lim Ming Yan, President and Group CEO,

CapitaLand Mr. Martin Cubbon, Chief Executive, Swire Properties

Mr. Vincent Mo, Chairman, SouFun.com Chair: Mr. Kenneth Gaw, Managing Principal,

Gaw Capital

Opportunities in Outbound M&A Mr. Gui Sheng Yue, CEO, Geely Auto

Mr. Stephen Orlins, President, National Committee on United States-China Relations*

Chair: Mr. Lee Edwards, Head of China M&A, Shearman & Sterling

China National Building Materials Mr. Cao Jianglin, CEO*

17:00–18:00

Indian Firms Abroad: The China Opportunity Ms. Chanda Kochhar, CEO ICICI Bank Mr. Sajjan Jindal, Chairman, JSW Steel Mr. James Zhan, President, Tata China*

Mr. Rangarajan Vellamore, COO, Infosys China* Chair: Mr. Sunil Garg, Head of Asia Pacific

Equity Research, J.P. Morgan

China Internet: Profiting Online Mr. Dele Liu, President, Youku

Mr. Josh Sheng Chen, Chairman & CEO, 21Vianet Mr. Charles Chao, Chairman & CEO, SINA*

Chair: Mr. Steven Chang, Greater China CEO, ZenithOptimedia

China Mengniu Ms. Sun Yiping, CEO*

18:00 Conference Concludes

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In addition to the presenting companies on the agenda, the following companies are also confirmed for one-on-one or small group meetings only:

21Vianet Group, Inc. - 世纪互联数据中心 - VNET US

51job Inc. - 前程无忧 - JOBS US

Agile Property Holdings Ltd - 雅居乐地产控股有限公司 - 3383 HK

Air China Ltd - 中国国际航空股份有限公司 - 753 HK

AirMedia Group Inc. - 航美传媒集团 - AMCN US

Aluminum Corporation of China Ltd - 中国铝业股份有限公司 - 2600 HK

Angang Steel Co Ltd - 鞍钢股份有限公司 - 347 HK

Anhui Expressway Co Ltd - 安徽皖通高速公路股份有限公司 - 995 HK

AsiaInfo-Linkage, Inc. - 亚信联创 - ASIA US

AutoNavi Holdings Ltd - 高德控股有限公司 - AMAP US

Bank of China Ltd - 中国银行股份有限公司 - 3988 HK

Baoxin Auto Group Ltd - 宝信汽车集团有限公司 - 1293 HK

BBMG Corp - 北京金隅股份有限公司 - 2009 HK

Beijing Capital Int'l Airport Co Ltd - 北京首都国际机场股份有限公司 - 694 HK

Beijing Enterprises Water Group Ltd - 北控水务集团有限公司 - 371 HK

Belle Int'l Holdings Ltd - 百丽国际控股有限公司 - 1880 HK

Biosensors Int'l Group Ltd - N/A - BIG SP

Bona Film Group Ltd - 博纳影业集团 - BONA US

Bosideng Int'l Holdings Ltd - 波司登国际控股有限公司 - 3998 HK

Brambles Ltd - 布兰博有限公司 - BMBLY US

Burberry – BRBY LN

BYD Co Ltd - 比亚迪股份有限公司 - 1211 HK

CapitaMalls Asia Ltd – N/A - CMA SP

C C Land Holdings Ltd - 中渝置地控股有限公司 - 1224 HK

Central China Real Estate Ltd - 建业地产股份有限公司 - 832 HK

China BlueChemical Ltd - 中海石油化学股份有限公司 - 3983 HK

China CITIC Bank Corporate Ltd - 中信银行股份有限公司 - 998 HK

China Coal Energy Co Ltd - 中国中煤能源股份有限公司 - 1898 HK

China Communications Construction Co Ltd - 中国交通建设股份有限公司 - 1800

HK

China Cosco Holdings Co Ltd - 中国远洋控股股份有限公司 - 1919 HK

China Everbright Int'l Ltd - 中国光大国际有限公司 - 257 HK

China Hongqiao Group Ltd - 中国宏桥集团有限公司 - 1378 HK

China Industrial Bank - A / Industrial Bank Co. Ltd. - 兴业银行股份有限公司 -

601166 CH

China Life Insurance Co Ltd - 中国人寿保险股份有限公司 - 2628 HK

China Lodging Group - 汉庭酒店集团 - HTHT US

China Longyuan Power Group Corp - 龙源电力集团股份有限公司 – 916 HK

China Medical System Holdings Ltd - 康哲药业控股有限公司 - 867 HK

China Mengniu Dairy Co Ltd - 中国蒙牛乳业有限公司 - 2319 HK

China Merchants Holdings Int'l Co - 招商局国际有限公司 - 144 HK

China Mobile Ltd 中国移动有限公司 - 941 HK

China National Building Materials Co Ltd - 中国建材股份有限公司 - 3323 HK

China Oilfield Services Ltd - 中海油田服务股份有限公司 - 2883 HK

China Pacific Insurance (Group) Co Ltd - 中国太平洋保险(集团)股份有限公司 -

2601 HK

China Petroleum & Chemical Corp (Sinopec) - 中国石油化工股份有限公司 - 386

HK

China Power Int'l Development Ltd - 中国电力国际发展有限公司 - 2380 HK

China Railway Construction Corp - 中国铁建股份有限公司 - 1186 HK

China Railway Group Ltd - 中国中铁股份有限公司 - 390 HK

China Resources Cement Holdings Ltd - 华润水泥控股有限公司 - 1313 HK

China Resources Enterprise Ltd - 华润创业有限公司 - 291 HK

China Resources Gas Group Ltd - 华润燃气控股有限公司 - 1193 HK

China Resources Land Ltd - 华润置地有限公司 - 1109 HK

China Rongsheng Heavy Industries Group Holdings Ltd - 中国熔盛重工集团控股有

限公司 - 1101 HK

China State Construction Int'l Holdings Ltd - 中国建筑国际集团有限公司 - 3311

HK

China Telecom Corporation Ltd - 中国电信股份有限公司 - 728 HK

China Tianyi Holdings Ltd - 中国天溢控股有限公司 - 756 HK

China Travel Int'l Investment H.K. Ltd - 香港中旅國際投資有限公司 - 308 HK

China Unicom (Hong Kong) Ltd - 中国联通股份有限公司 - 762 HK

China Vanke Co Ltd - 万科企业股份有限公司 - 200002 CH

China Zhengtong Auto Services Holdings Ltd - 中国正通汽车服务控股有限公司 -

1728 HK

CNOOC Ltd - 中国海洋石油有限公司 - 883 HK

Coach – COH US

Concord Medical Services Holdings Ltd - 泰和诚 - CCM US

COSCO International Holdings Ltd - 中远国际控股有限公司 - 517 HK

Country Garden Holdings Co Ltd - 碧桂园控股有限公司 - 2007 HK

CPMC Holdings Ltd - 中粮包装股份有限公司 - 906 HK

CP Pokphand Co. Ltd - 卜蜂国际有限公司 – 43 HK

Ctrip.com Int'l Ltd - 携程旅行网 - CTRP US

Dah Chong Hong Holdings Ltd - 大昌行集团有限公司 - 1828 HK

Datang Intl Power Generation Co Ltd - 大唐国际发电股份有限公司 - 991 HK

E-House China Holdings Ltd - 易居(中国)控股有限公司 - EJ US

ENN Energy Holdings Ltd - 新奥能源控股有限公司 - 2688 HK

Evergrande Real Estate Group - 恒大地产集团有限公司 - 3333 HK

Foodcorp Ltd - N/A - Unlisted

Fosun Int'l Ltd - 复星国际有限公司 - 656 HK

Franshion Properties (China) Ltd - 方兴地产(中国)有限公司 - 817 HK

Fufeng Group Ltd - 阜丰集团有限公司 - 546 HK

GCL-Poly Energy Holdings Ltd - 保利协鑫能源控股有限公司 - 3800 HK

Geely Automobile Holdings Ltd - 吉利汽车控股有限公司 - 175 HK

GF Securities Co Ltd - 广发证券股份有限公司 - 000776 CH

Glorious Property Holdings Ltd - 恒盛地产控股有限公司 - 845 HK

Golden Eagle Retail Group Ltd - 金鹰商贸集团有限公司 - 3308 HK

GOME Electrical Appliances Holdings Ltd - 国美电器控股有限公司 - 493 HK

Gourmet Master Co Ltd - 开曼美食达人股份有限公司 - 2723 TT

Great Wall Motor Co Ltd - 长城汽车股份有限公司 - 2333 HK

Guangzhou Automobile Group Co Ltd - 广州汽车集团股份有限公司 - 2238 HK

Guangzhou R & F Properties Co Ltd - 广州富力地产股份有限公司 - 2777 HK

Haitian Int'l Holdings Ltd - 海天国际控股有限公司 - 1882 HK

Hang Seng Bank Ltd - H.K. - 恒生银行有限公司 - 11 HK

Henderson Land Development Co Ltd - 恒基兆业地产有限公司 - 12 HK

Hollysys Automation Technologies Ltd - 和利时自动化驱动技术有限公司 - HOLI US

Home Inns & Hotels Management Inc. - 如家酒店集团 - HMIN US

Huadian Power Intl Corp Ltd - 华电国际电力股份有限公司 - 1071 HK

Industrial and Commercial Bank of China Ltd - 中国工商银行股份有限公司 - 1398

HK

Inner Mongolia Yidong Coal Group Co Ltd - 内蒙古伊东煤炭集团有限责任公司 -

Unlisted

iSoftstone Holdings Ltd - 软通动力控股有限公司 - ISS US

Jiangsu Expressway Co Ltd - 江苏宁沪高速公路股份有限公司 - 177 HK

Ju Teng Int'l Holdings Ltd - 巨腾国际控股有限公司 - 3336 HK

Kaisa Group Holdings Limited - 佳兆业集团控股有限公司 - 1638 HK

Kam Fei Group Co Ltd - 金辉会 - Unlisted

Kingdee Int'l Software Group Co Ltd - 金蝶国际软件集团有限公司 - 268 HK

KWG Property Holding Ltd - 合景泰富地产控股有限公司 - 1813 HK

Lee & Man Paper Manufacturing Ltd - 理文造纸有限公司 - 2314 HK

Lenovo Group Ltd - 联想集团有限公司 - 992 HK

Longfor Properties Co Ltd - 龙湖地产有限公司 - 960 HK

Manulife Financial Corp - 宏利金融有限公司 - MFC CN

MIE Holdings Corp - MI 能源控股有限公司 - 1555 HK

Mindray Medical Int'l Ltd - 迈瑞生物医疗电子股份有限公司 - MR US

Molycorp Inc – MCP US

Mongolian Mining Corp - 蒙古矿业公司 - 975 HK

NetEase, Inc. - 网易 - NTES US

New China Life Insurance Co Ltd - 新华人寿保险股份有限公司 - 1336 HK

New Oriental Education & Technology Group - 新东方教育科技集团 - EDU US

Noah Holdings Ltd - 诺亚财富 - NOAH US

Pactera Technology Int'l Ltd - 文思海辉技术有限公司 - PACT US

PetroChina Co Ltd - 中国石油天然气股份有限公司 - 857 HK

PICC Property and Casualty Co Ltd - 中国人民财产保险股份有限公司 - 2328 HK

Ping An Insurance Group Co of China Ltd - 中国平安保险(集团)股份有限公司 -

2318 HK

Ports Design Ltd - 宝姿时装有限公司 - 589 HK

Road King Infrastructer Ltd - 路劲基建有限公司 - 1098 HK

Semiconductor Manufacturing Int'l Corporation (SMIC) - 中芯国际集成电路制造有

限公司 - 981 HK

Shanghai Fosun Pharmaceutical - 上海复星医药(集团)股份有限公司 - 600196

CH

Shenguan Holdings (Group) Ltd - 神冠控股集团有限公司 - 829 HK

Shenzhen Int'l Holdings Ltd - 深圳国际控股有限公司 - 152 HK

Shougang Fushan Resources Group Ltd - 首钢福山资源集团有限公司 - 639 HK

Sihuan Pharmaceutical Holdings Group Ltd - 四环医药控股集团有限公司 - 460 HK

Sinofert Holdings Ltd - 中化化肥控股有限公司 - 297 HK

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Sino-Ocean Land Holdings Ltd - 远洋地产控股有限公司 - 3377 HK

SJM Holdings Ltd - 澳门博彩控股有限公司 - 880 HK

SOHO China Ltd - SOHO 中国有限公司 - 410 HK

SouFun Holdings Ltd - 搜房网 - SFUN US

Standard Chartered PLC - 渣打集团有限公司 - 2888 HK

Stella Int'l Holdings - 九兴控股有限公司 - 1836 HK

Tasly Pharmaceutical Group Co Ltd - 天士力制药集团股份有限公司 - 600535 CH

TCL Communication Technology Holdings Ltd - TCL 通讯科技控股有限公司 - 2618 HK

TCL Multimedia Technology Holdings Ltd - TCL 多媒体科技控股有限公司 - 1070 HK

Teck Resources – TCK US

Texhong Textile Group Ltd - 天虹纺织集团有限公司 - 2678 HK

The United Laboratories Int'l Holdings Ltd - 联邦制药国际控股有限公司 - 3933 HK

Tibet 5100 Water Resources Holdings Ltd - 西藏 5100 水资源控股有限公司 - 1115 HK

Tingyi (Cayman Islands) Holding Corp - 康师傅控股有限公司 - 322 HK

Trinity Ltd - 利邦控股有限公司 - 891 HK

Vale S.A. - 淡水河谷有限公司 - VALE US

Value Partners Group Ltd - 惠理集团有限公司 - 806 HK

Vinda Int'l Holdings Ltd - 维达国际控股有限公司 - 3331 HK

Vipshop Holdings Ltd - 唯品会 - VIPS US

Volkwagen AG - 大众汽车 - VOW GR

Want Want China Holdings - 中国旺旺控股有限公司 - 151 HK

Wharf Holdings Ltd - 九龙仓集团有限公司 - 4 HK

Winsway Coking Coal Holdings Ltd - 永晖焦煤股份有限公司 - 1733 HK

Wumart Stores Inc. - 北京物美商业集团股份有限公司 - 1025 HK

Xinjiang Goldwind Science & Technology Co Ltd - 新疆金风科技股份有限公司 - 2208 HK

Xinyi Glass Holdings Ltd - 信义玻璃控股有限公司 - 868 HK

Xtep Int'l Holdings Ltd - 特步国际控股有限公司 - 1368 HK

Yanlord Land Group Ltd - 仁恒置地集团公司 - YLLG SP

Yingde Gases Group Co Ltd - 盈德气体集团有限公司 - 2168 HK

Yuanda China Holdings Ltd - 远大中国控股有限公司 - 2789 HK

Yue Xiu Transport Infrastructure Ltd - 越秀交通基建有限公司 - 1052 HK

Yuzhou Properties Co Ltd - 禹洲地产股份有限公司 - 1628 HK

YY Inc. - 欢聚时代公司 - YY US

Zhejiang Expressway Co Ltd - 浙江沪杭甬高速公路股份有限公司 - 576 HK

Zhongsheng Group Holdings Ltd - 中升集团控股有限公司 - 881 HK

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