Market access strategies for investors, issuers and fund managers

Conference Day 2: Friday, December 2, 2011 Renminbi Investment Day

Conference Day 2: Friday, December 2, 2011 Renminbi Investment Day
9am

Chairman's opening remarks

Director, Origination and Client Coverage (OCC), Americas, Standard Chartered Bank
 

RMB MARKET

9.10am

Keynote address: Evaluating the evolving RMB market

  • The internationalization of the RMB or the Sino-ification of Hong Kong
  • RMB as dollar rival: invoice, vehicle and reserve asset
  • RMB products: CNH, NDF and their investment evaluation
  • Potential future scenarios
Global Head of Currency Strategy, Brown Brothers Harriman (BBH)
9.40am

Offshore RMB denominated bonds

  • Developments in the off-shore market, including policy, liquidity and infrastructure
  • Issuing RMB bonds in HK vs. onshore and elsewhere
  • How can RMB bonds be better utilized for liquidity management purpose?
  • Is RMB bond issuance just a switch of financing currency, or is it a new market?
  • Projection of RMB bond size in the future
Head of Financial Infrastructure Development, Hong Kong Monetary Authority
10.10am

Panel session: How HK’s RMB pool provides diversity and RMB exposure to investors

  • Bridging the market gap between international and Chinese business environments
  • How can U.S. investors gain access to the offshore RMB pool?
  • How Mini-QFII and the USD/CNH swap market give investors direct access to RMB
  • Product diversity and risk in dim sum bonds and HK’s RMB security market
›  Andy Mantel,
(Moderator)
Founder & CEO, Pacific Sun Advisors
Founder and Managing Partner, The Conrad Group
Chief Investment Officer, Gen2 Partners
Head, Investment Promotion, Invest Hong Kong, New York
Partner and Fixed Income Portfolio Manager, Stratton Street Capital
10.50am

Morning refreshments and networking

 

CHINA’S NEW GROWTH DRIVERS

11.10am

Keynote address: China goes green

  • The urgency for China to battle the environment-destructing path
  • The government’s preferential policies
  • Potential for renewable energies: wind, solar, water
  • Capitalizing on the high-margin research and design stage
Chief Investment Officer, International Finance Corporation (IFC)
11.40am

Panel session: Capitalizing on the new purchasing power

  • High-tech and internet industry
  • Luxury brand consumption
  • Service and tourism industries
  • Push of the growth and consumption frontier from coastal to inland China
  • How can foreign investors find suitable local partners to work with?
›  Brian Z. Barr,
(Moderator)
Hedge Fund Analyst, Wolfson Group
Director & Chief Representative - China, Mousse Partners
Managing Owner, Heine Enterprises
Partner, Lunar Capital Management
Managing Director, WestSummit Capital Management
12.20pm

Networking lunch

 

RMB PRIVATE EQUITY

1.20pm

Manager showcase 1: Managing the conflict of interests between RMB and USD funds

  • How do GPs manage different fund vehicles and potential conflict of interests?
  • How can LPs mitigate the risks associated with investing in dual-currency GPs?
  • Will regulatory changes address the issue or aggravate it?
Managing Director, Jade Invest
1.50pm

Manager showcase 2: What opportunities lie in senior living in China?

  • Overview of this embryonic industry and current projects
  • How China’s demographic characteristics and cultural values will shape development?
  • The four essential criteria for project evaluation
  • How to resolve the single greatest challenge for investment in China senior living?
  • A China senior living investor’s handbook
Managing Partner, Hampton Hoerter
2.20pm

Manager showcase 3: Turning a regular Chinese factory into a leading cleantech business

  • Finding the right company and business plan to invest in
  • Beyond injecting capital: transforming the business management culture
  • Important local presence and long-term commitment
  • Planning exit strategy ahead of time and good timing on execution
In-House Counsel, Barron Partners
2.50pm

Afternoon refreshments and networking

 

Round table discussions on 1) Real estate, 2) Infrastructure, 3) Clean energy, and 4) Health care

3.10pm

Round table 1: China’s property bust – crisis or opportunity?

  • Residential vs. commercial developments in China
  • How does real estate affect China’s overall economic growth?
  • Rising interests, liquidity and financing challenges and opportunities in the small to mid-cap market
›  Bromme H. Cole,
(Moderator)
Managing Partner, Hampton Hoerter
›  Tim Wang,
Senior Vice President and Senior Investment Strategist, Clarion Partners
Professor and Consultant, former Chief Investment Officer, University of St. Thomas
Group Research Director, Grosvenor Fund Management
3.10pm

Round table 2: Capitalizing on infrastructure supporting sectors – investing in equipment, technology and resource

  • How does China’s continuing construction bring benefits to the entire industrial chain?
  • Finding the right local investments: key developers, equipment providers and project managers
  • Related material supply and production industries to real estate and infrastructure
  • Identifying the upstream equipment and technology suppliers
Senior Vice President, International Business, The Jordan Company
Chief Investment Officer & Director of Research, Emerging Global Advisors
3.10pm

Round table 3: Clean Energy and its large scale feasibility

  • Identifying potential risks of solar and wind energy
  • Is renewable energy capable of meeting China’s growing energy demand?
  • Energy safety: ramifications of Japan’s nuclear crisis upon Clean Energy
  • How to partner up with the right Chinese companies to commercialize and deploy Clean Energy
Investment Partner, Siemens Venture Capital
Managing Director, Oracle Capital LLC
Partner, WI Harper Group
3.10pm

Round table 4: How healthy are investment opportunities in health care?

  • Understanding China’s evolving health care market and reform
  • Medical devices and products: taking advantage of China’s manufacturing force
  • Providing high-quality medical services
  • Clarifying which sector is open to foreign investors and when to rely on a local partner
Managing Director and Head of Pan-Asia, Burrill & Company
Chief Executive Officer and President, MSF Capital Advisors
Founder, Chairman, Chief Executive Officer, Asia Pacific Medical Group (APMG)
4pm

Summarizing session: Key factors leading to successful PE investments in China

  • Evaluating the appropriate risk-adjusted return from investing in China
  • Thorough due diligence is the key: what, where and how to discover the effective information
  • Maximizing your power in the minority interest position
  • Planning exit strategy: learn to read the government’s policy, understand how Chinese companies grow and improve the timing
  • Adding values to the Chinese companies you invest in
›  James Hahn,
(Moderator)
Founder and Managing Partner, JC Asia Alpha Private Equity
Founding Partner, China New Enterprise Investment
General Partner, Focus Ventures
President and Chief Executive Officer, Transnational Capital
Partner, Sino-Century China Private Equity Partners
Managing Partner and Chief Executive Officer, New York Pacific Capital
Founding Managing Director, Olympus Capital Holdings Asia
4.50pm

Chairman's closing remarks

5pm

End of China Investment Summit USA and RMB Congress USA

RMB Congress USA is a multi-faceted event

  • Atwo day conference
  • Pre-conference workshop
  • Speed networking
  • Interactive panel discussions
  • Roundtable brainstorms
  • Networking cocktail reception
     

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