We are delighted to be able to invite you to our first ever European Union Shanghai International Financial Forum, which will take place on Thursday, 25th June 2009.

This event is jointly hosted together by the European Union Chamber of Commerce in China and the Shanghai Municipal Government Financial Services Office and is a unique opportunity to hear directly from those involved in implementing the plan to make Shanghai an international financial centre by 2020 and also to have your input on what needs to be done and how to do it.

 

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Tickets and Sponsorship: Tickets are priced at RMB800 for EUCCC members and RMB1200 for non-members. AmCham members also qualify for member-pricing.

To purchase tickets please contact Mr. Ke Weng at kweng@euccc.com.cn or on (021) 6385 2023 ext. 116. Mr. Weng will also be able to help you with any sponsorship enquiries.

Please note that tickets have to be purchased in advance and will not be available on the day.

Agenda:

08:15 – 09:00: Registration
Podium, Level 2

09:00 – 09:10: Opening words from Mr. Piter De Jong, General Manager Shanghai, ING Bank and European Chamber Board member
Grand Ballroom I &II, Podium, Level 2
09:10 – 10:00: Keynote speeches: Shanghai’s development as a financial centre - Where does Shanghai stand now? Grand Ballroom I &II, Podium, Level 2 

Shanghai’s status as both a domestic and international financial centre has recently fallen under the spotlight with the State Council setting out its plans for the city’s development into a major international financial centre by 2020. This, combined with what some would argue as a weakening of the traditional international financial centres in the wake of the ongoing global financial crisis, presents an opportune time to examine where Shanghai currently stands. Where does Shanghai stand now when compared to the traditional international financial centres such as London and New York? What are the most important obstacles that Shanghai faces in its development? What lessons can be learned from how other IFCs have been hit by the financial crisis?

9.10am – 9.30am:  Dr. Fang Xing Hai, Director General, Financial Services Office, Shanghai Municipal Government Click here for Bio

9.30am – 9.50am: Dirk Moens, Secretary General, European Union Chanber of Commerce in China

9.50am – 10am: Q&A

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10:00 – 10.20: Tea break _________________________________________

10:20 – 12:00: What does Shanghai need to do to further improve its financial environment? Grand Ballroom I &II, Podium, Level 2 
Moderator: Mr. Pascal Sefrin, Deputy Country Manager & Shanghai General Manager, Societe Generale, and European Chamber Banking & Securities Working Group Chair 1. Administration of Foreign-Exchange in an IFC Dr. Zheng Yang, Director-General, Foreign Exchange Administration, People’s Bank of China, Shanghai Head Office 2. Over-the-Counter (OTC) Derivatives

 

OTC derivatives are considered to be one of the main factors in the recent financial crisis. How true it this? How to deal with OTC derivatives vs. exchange traded derivatives?

Dr. Zhang Guang Ping, Deputy Director-General, China Banking Regulatory Commission Shanghai

3. Global Economic Recovery and future prospects for Shanghai

Dr. Jun Ma, Chief Economist - Greater China Region, Deutsche Bank Click here for Bio

4. The Development of Supporting Services in a Financial Centre

To achieve the sustainable development of financial markets, supporting services such as credit ratings, accounting and law firms are indispensable. What would be their role in the development of Shanghai as an international financial centre? What are the visions and strategies these services company should adopt in order to better integrate into the evolution of the financial environment to achieve business growth?

Dr. Zhu Rongen, President, Shanghai Brilliance Credit Rating and Investors Service Company Click here for Bio 5. Human Capital – Developing and Attracting a Skilled Workforce

A number of schemes have already been launched relating to attracting a highly-skilled workforce that can compete with the other major IFCs of the world. Are these schemes enough? How to attract highly-skilled workforce in general? What else can be done by Government? What can be achieved by financial organisations themselves? How can a highly-skilled workforce maintain self improvement and self growth in Shanghai?  

Jackie Wang, Global Partner, Egon Zehnder Click here for Bio _________________________________________  11.55am – 12pm: Introduction to the rest of the day’s events
Julia Wu, General Manger- Shanghai, Deutsche Bank and European Chamber Banking and Securities Working Group Vice-Chair

_________________________________________

12:00 – 13:00: Buffet Lunch

Crystal Ballroom II & III, Podium, Level 2 

_________________________________________

13:00 – 14:30: Roundtable discussions (running separately and simultaneously):

1.Private Wealth and Asset Management    
Grand Ballroom I, Podium, Level 2
In China, where there is a growing number of high-net worth individuals, what needs to be improved so that banks in Shanghai can efficiently handle these customer’s needs?
Moderator: Julia Wu, Shanghai General Manger, Deutsche Bank and European Chamber Vice-Chair of Banking & Securities Working Group
Participants including: Xu Hao, Deputy Director, Private Wealth Management, Bank of Communications China Xiao Zhi Bing (CPA), Deputy General Manager, Customer Service Center, Shanghai International Trust Corporation Limited He Gang, Assistant General Manager, Wealth Management Department of Consumer Bank, SPD Bank Lee Hsiao-Yun, Head of Private Banking, China, Societe Generale Guan Jian, Private Banking (Shanghai) General Manager, Bank of China Zhang Yinjun, Private Banking Center, Shanghai Deputy General Manager, China Merchants Bank Shen Bing, Private Wealth Management Sales - China Head, Bank of Communication Schroder Fund Management Company Victor Wang, Head of High Net Worth Sales, China International Fund Management Company Click here for Bio William Yang, Head of AXA Advisor, AXA-Minmetals Assurance Company Click here for Bio Sameer Chishty, Partner, Bain & Company Babak Nikzad, Partner, Financial Services, KPMG 
2.Pension Provision Grand Ballroom II, Podium, Level 2
Saving by way of pensions needs to be encouraged in a country like China with an ageing population and lack of an efficient national framework to take care of this. An increase in pension uptake will also work to increase consumer spending and help make the national economy more domestically-driven. How to promote the development and popularity of commercial pension scheme? What are the measures the government should put into place? How can commercial insurance organisations improve their services and operations? 
Moderator: Hans-Joerg Probst, Chief Representative, Ergo and European Chamber Insurance Working Group Vice-Chair (Beijing) Click here for Bio Participants including: Xing Wei, Deputy Director General, China Insurance Regulatory Commision Shanghai Bureau Yang Zi Chun, Section Chief – Research & Development, Shanghai Department of Personnel and Social Security Li Chun Ping, Vice-President, Chang Jiang Pensions Insurance Lucy Liu, Practice Leader & Executive Director – Aon  China Health & Benefits Click here for Bio Pascal Bied-Charreton, Head of Development, Asia, Societe Generale Insurance _________________________________________

14:30 - 14:45: Tea Break
_________________________________________

14:45 – 16:15: Roundtable discussions (running separately and simultaneously):
   3.Private Equity and M&A for SME development 
Grand Ballroom I, Podium, Level 2
Private Equity and M&A has been identified as a key mechanism of providing funding to help the development of SMEs. How effective is PE to the SME financing problem? How to further strengthen the position of PE in this area?
Moderator: Andre Loesekrug-Pietri, Managing Partner, CEL Partners and European Chamber Private Equity and Strategic M&A Working Group Chair Click  here for Bio Participants including: Ted Lee, Managing Director, T Plus Capital Click here for Bio Erik Bethel, Founding Partner and CEO, SinoLatin Capital Click here for Bio Joanne Wood, Chairman, Capital Eight Click here for Bio Wen Bao Ma, Partner, Capital Today Than Su Ee, Chief Representative, Group Investment Banking-China, OCBC
David Chen, Co-founder, AAMA Shanghai Angels  Click here for Bio Mike Yahng, Managing Director, SVB Global Jeff Lin, Partner, Roland Berger

4.Capital Markets - how to develop the local bond markets?
Grand Ballroom II, Podium, Level 2

Should foreign entities be allowed to issue RMB-denominated bonds in China? If so, should they be allowed to swap the CNY proceeds into USD for overseas application under certain conditions? Should local-incorporated banks be allowed to do bond underwriting? Is there need for improvement in the current trading platform to facilitate the secondary markets?
With regards to derivatives, what will be the factors contributing to the success of the rollout of new products in CNY? How to improve the market liquidity in CNY Interest Rate products? What other measures can help develop the depth of the market - a common floating rate reference?
Regarding the National Association of Financial Market Institutional Investors adaptation to international standards, is the collateral management section applicable or do we need further clarification in the relevant laws?

Moderator: Gilbert Tse, Managing Director & Head, Fixed Income, Currencies and Commodities China, Societe Generale Click here for Bio
Participants including:
Shi Dong Hui, Deputy Director, Research & Development, Shanghai Stock Exchange Xie Siping, General Manager of Fixed Income Department, Shanghai Securities
Cheng Shi Yong, General Manager of Financial Markets, Industrial Bank of China
Charlie Ye, Head of Global Rates China, Managing Director, Deutsche Bank Guo Xin, Haitong Securities, International Department, Assistant General Manager
Orlando Wang, General Manager, Rabobank Click here for Bio Ronald Tang, Director, Capital Markets Origination – China, Citigroup Click here for Bio Arthur Lee, Director, Financial Markets, Standard Chartered
_________________________________________________ For any enquiries relating to the agenda, please contact Mr. Tony Robinson at trobinson@euccc.com.cn or on (021) 6385 2023 ext. 112

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