CHINA
MARCH, 8TH 2016 14:00 – 20:00
London Bloomberg European Headquarters
AGENDA
TUESDAY, MARCH 8 | BLOOMBERG OFFICE LONDON | CITY GATE HOUSE
Bloomberg is honoured to welcome you back to London for our global offshore China roadshow, which is now in 14:00 – 15:00 REGISTRATION its fifth successful year. We are delighted to be joined 15:00 – 15:10 WELCOME once again by a special delegation of market participants » Michael R. Bloomberg — Founder Bloomberg L.P. and Philanthropies, 108th Mayor of New York City from Mainland China, Hong Kong and London, who will 15:10 – 15:20 KEYNOTE 1 share their insights and debate the latest trends as China THE BELT AND ROAD INITIATIVE AND CHINA ECONOMIC OUTLOOK » Zhang Jiming — Minister Counsellor, Chinese Embassy in the UK continues to internationalize its currency and open its 15:20 – 15:30 KEYNOTE 2 markets to London, Europe and the world. RMB OUTLOOK » Jin Mei — Chief Representative, The People’s Bank of China Representative Office for Europe
15:30 – 16:10 FX PANEL KEY MARKET FORCES PULLING THE RMB
Speakers » Tim Craighead — Director of Research, Bloomberg Intelligence Asia » Florence Lee — Head of China Sales & Business Development EMEA, HSBC » Steve Haydon — Co Head of London Trading Centre, Bank of China London » Clive Ponsonby — Executive Director, Head of Asian FX and Rates Trading, J.P. Morgan Chase Bank
Moderator » Bo Zhou — Greater China Business Manager, Bloomberg L.P.
16:10 – 16:20 COFFEE BREAK
16:20 – 16:30 KEYNOTE 3 RMB & LONDON: THE WORLD'S LEADING PAIR ON FINANCE » Mark Boleat — Policy Chairman, City of London Corporation
16:30 – 16:50 KEYNOTE 4 2016 MACRO ECONOMY LANDSCAPE » Zhou Jingtong — Director, Institute of International Finance, Bank of China (Beijing)
16:50 – 17:15 LONG TERM CHINA INVESTMENT – A 20 YEAR PERSPECTIVE » Frank Ding — Chairman and CIO, CSOP & FountainCap » Simon Lee — Offshore China Specialist Sales, Bloomberg L.P.
17:15 – 17:40 UNDERSTANDING SILK ROAD BOND FINANCING » Jessie Lam — Executive Director, Head of European Business Development, E Fund Management (HK) » Don Tang — Fixed Income Market Specialist, Bloomberg L.P.
17:40 – 20:00 NETWORKING RECEPTION SPEAKER BIOS
MICHAEL R. BLOOMBERG JIN MEI Founder Bloomberg L.P. and Philanthropies Chief Representative 108th Mayor of New York City The People’s Bank of China Representative Office for Europe Michael R. Bloomberg is an entrepreneur and philanthropist who served as mayor of New Jin Mei now serves as Chief Representative of the People’s Bank of China (PBOC) York City from 2002 through 2013. In 1981, he launched a technology startup to provide Representative Office for Europe. real-time data and analysis to the financial services industry. Bloomberg LP has since grown Ms. Jin Mei joined the PBOC in 2002. She had worked in Monetary Policy Department and into a global company that has offices in 73 countries, employing 16,000 people and serving Monetary Policy Department II as Director of Secretariat and Deputy Secretary General 320,000 subscribers. of Monetary Policy Committee, responsible for macroeconomic monitoring, analysis and The spirit of innovation and entrepreneurship that led Bloomberg to found the company has led forecast, monetary policy research and RMB internationalization. In 2002-2009, she was to its repeated expansion in new directions. In 1990, Mike launched a news division that has in charge of organizing the writing of China Monetary Policy Report and China’s Regional steadily grown and today covers the world and produces more than 5,000 daily stories. Fincance Report. As a philanthropist, Mike Bloomberg has given away more than $3.3 billion. His foundation, Before joining the PBOC, Ms. Jin worked at the Statistics Department of IMF in 2001 and in Bloomberg Philanthropies, employs a unique data-driven approach to its five main focus areas: Bureau of National Statistics in 1988-2000. public health, education, the environment, the arts, and government innovation. Bloomberg Ms. Jin obtained her bachelor’s degree in economics in 1985 and master’s degree in also leads a number of bi-partisan coalitions that are taking action on urgent national issues, economics in 1988 from Peking University. In 1996-1997, she studied at London School including illegal guns, immigration reform, infrastructure investment, and climate change. In of Economics. In 2000-2001, she studied at Kennedy School of Government, Harvard 2014, Bloomberg was appointed to be the UN Secretary-General’s Special Envoy for Cities University, and got her MPA degree in 2001. and Climate Change Bloomberg was elected mayor of New York City less than two months after the attacks of September 11, 2001. Under his leadership, the city rebounded faster and stronger than expected. His administration cut crime by 32 percent, raised high school graduation rates by 40 percent, reduced the city’s carbon footprint by 19 percent and increased life expectancy by three years. His economic policies, which supported entrepreneurs, small businesses, and emerging industries such as tech and bioscience, all helped led to create a record number of jobs. Bloomberg graduated from The Johns Hopkins University and Harvard Business School.
ZHANG JIMING MARK BOLEAT Minister Counsellor Policy Chairman Chinese Embassy in the UK City of London Corporation Minister Counsellor Zhang Jiming started his diplomatic career in 1991. He held overseas Mark Boleat is Chairman of the Policy and Resources Committee of the City of London diplomatic postings successively at the Chinese Embassy in Uganda, the United Kingdom Corporation, a position he has held since May 2012. He has been a member of the and the Chinese Mission to the European Union. He assumed the position as Minister City’s Court of Common Council since 2002, and has served on a number of committees Counsellor of the Chinese Embassy in London , a leading member of the mission, in including Police, Planning and Transportation, Investment, Finance, Markets and Culture, December 2013. He served as Division Director of the Department of European Affairs Heritage and Libraries. and Deputy Director General of the General Office at the Ministry of Foreign Affairs of the As Chairman of the Policy and Resources Committee, Mark is Deputy Chairman of People’s Republic of China. TheCityUK and the International Regulatory Strategy Group, a Vice Chairman of London He was a visiting scholar at Hoover Institution in 2007. He graduated from Fudan Councils, and a member of the boards of Central London Forward, a grouping of eight University and holds a M.A. degree in international relations. inner London local authorities, and London and Partners, the promotional body for London. Mark has previously been Director General of the Council of Mortgage Lenders, the Building Societies Association and the Association of British Insurers and he has served on the boards of public companies, government agencies and third sector bodies. He has also run his own consultancy business, concentrating on trade associations and regulation, and is the author of several books on housing finance and public policy. Mark has been a vocal proponent of the UK’s development into the leading RMB centre for renminbi business, working closely with the UK Government and industry as Chairperson for the City of London RMB Advisory Group. He travels regularly to China and is a member of Shanghai International Financial Advisory Council.
CHINA: NAVIGATE THE NEW SILK ROAD 02 // 03 SPEAKER BIOS
TIM CRAIGHEAD STEVE HAYDON Director of Research Co Head of London Trading Centre Bloomberg Intelligence Asia Bank of China London Tim Craighead is Director of Asian Research for Bloomberg Intelligence (BI), a real-time, Steve is currently working for the Bank of China London Trading Centre and has been with interactive industry research platform available on the Bloomberg Professional service the Bank of China group since 2006, He has held various roles through this time within at BI
FLORENCE LEE CLIVE PONSONBY Head of China Sales & Business Development EMEA Executive Director, Head of Asian FX and Rates Trading HSBC J.P. Morgan Chase Bank Florence is the Head of China Sales and Business Development - EMEA for HSBC Clive has worked as a currency trader for almost 20 years and has been at J.P. Morgan for Securities Services. Based in London, Florence assists clients in the EMEA region across since 2003, running the Asian FX and rates trading business in London for the majority different sectors seeking to access the China market through cross-border investment of that time. A Cambridge Mathematics graduate he has traded almost every currency at schemes i.e. the Qualified Foreign Institutional Investor (QFII), Renminbi Qualified Foreign some point in his career and overseen some significant changes to markets and evolution Institutional Investor (RQFII), Stock Connect and the China Interbank Bond Market (CIBM). of the FX business. With the Yuan rapidly becoming one of the most important currencies Florence is also the member in the HSBC RMB Internationalisation Committee in UK and in the world we see further growth in this part of the market in 2016 and beyond. the Middle East, helping the group in driving the RMB initiatives. In 2006, Florence joined HSBC in Hong Kong as Vice President, Business Development for HSBC Securities Services and worked with major fund managers investing in Greater China. She relocated to the United Kingdom in 2008 to manage European client relationships. She is experienced in managing the Sovereign Wealth Fund and State-Owned Enterprise clients from China.
CHINA: NAVIGATE THE NEW SILK ROAD 04 // 05 SPEAKER BIOS
BO ZHOU FRANK DING Greater China Business Manager Chairman and CIO Bloomberg L.P. CSOP & FountainCap Dr. Bo Zhou is the Business Manager of Great China (Mainland China, Hong Kong and As co-founder and Chief Investment Officer, Frank oversees all investment activities at Taiwan) at Bloomberg LP. She is responsible for the business strategies and product FountainCap. Frank is one of the most senior Chinese fund managers with 22 years of global developments for Bloomberg’s core terminal business in the region. Before that, Dr. Zhou investment experience with three leading asset management companies in US and Asia. was global Fixed Income business manager. She has managed and developed products in Prior to founding FountainCap, Frank was most recently with Capital Research under Capital FI curves, new issue analytics, trade ideas, pricing, alerts and other areas in that role. Group, for 12 years, with research and investment responsibilities primarily focusing on China software & internet, conglomerates and consumers,as well as Asia oil & gas, refineries Before Bloomberg, Dr. Zhou pursued several start-ups in various areas including and petrochemicals.He was also a China generalist at Capital Research. Prior to Capital environmental engineering, medical device and professional network as an angle investor Group, Frank was the Greater China Fund manager at Jardine Fleming Asset Management and entrepreneur. Prior to that, Dr. Zhou worked years as FI traders at BNP Paribas, FI in Hong Kong (later acquired by J.P. Morgan Asset Management) from 1998 to 2002, and an strategist at Deutsch Bank, and FI research and risk management at State Street analyst with Manning & Napier Advisors in New York from 1994 to 1997. Global Advisor. Frank has been investing in Asia equities since 1994. During his investment career he has Dr. Zhou received a Ph.D. degree of Materials Science and Engineering at MIT, a Financial been through five major market cycles and achieved superior long-term results. From 1985 Technology option certificate from MIT Sloan business school and B.S. degree from to 1990, Frank was an economic researcher at the State Planning Commission. He received Fudan University a B.S. in Management Science from University of Science & Technology of China, and an MBA from University of Rochester, USA
ZHOU JINGTONG SIMON LEE Director Offshore China Specialist Sales Institute of International Finance, Bank of China (Beijing) Bloomberg L.P. Dr. Zhou Jintong Received his Ph.D. from Peking University. He is Governor and Senior Lee is a senior Relationship Manager covering offshore Chinese financial institutions on an Researcher of Institute of International Finance, Bank of China. His research focuses on enterprise level in Bloomberg and he is responsible for training clients, organizing seminars economy, finance, investment, real estate and policy analysis. and enhancing the Bloomberg product while facilitating overseas growth of Chinese accounts. Dr. Zhou led and participated in several major research projects entrusted by OECD, Leading Group for Financial and Economic Affairs and National Development and Reform Lee has a total of 14 years of experience in the financial industry, 5 years working in Commission. His publications include 9 books, more than 100 papers and articles the US, 2 years in Dubai and 7 years in Hong Kong. published on The People's Daily, Macroeconomics, Studies of International Finance and Prior to joining Bloomberg, Mr. Lee was an Institutional Sales promoting mutual funds and other key journals and newspapers. His works were awarded with Outstanding Scientific ETFs for Mayfair Pacific Financial Group. Before that, he was a Private Banker at Credit Achievement by National Development and Reform Commission, China Foundation for Suisse and earlier in his career, he was an Analyst and subsequently Portfolio Manager development of Financial Education and China Banking Association. for SAFE HK, covering the US market. Invited to give keynote speeches on economics and finance by China Unicom, PetroChina, Lee holds a Bachelor of Arts Degree in Business Economics from UCLA CNOOC, CASIC, Ansteel and Peking Universtiy, Dr. Zhou works closely with Xinhua News Agency, The People's Daily and other key media.
CHINA: NAVIGATE THE NEW SILK ROAD 06 // 07 SPEAKER BIOS ABOUT THE BLOOMBERG JESSIE LAM Executive Director, Head of European Business Development E Fund Management (HK) PROFESSIONAL Jessie joined E Fund Management (HK) in 2015 as Executive Director focus primarily on E Fund’s business development and investment solutions for all segments of investors in the European markets. Prior to E Fund, she was the Executive Director of CSOP responsible SERVICE for the development and implementation of European distribution strategy.
The founding vision in 1982 was to create an information services, news and media company that provides business and financial professionals with the tools and data they need on a single all-inclusive platform. The success of Bloomberg is due to the constant innovation of our products, unrivaled dedication to customer service and the unique way in which we constantly adapt to an ever-changing marketplace. The Bloomberg Professional® service is a powerful and flexible tool for financial professionals—whatever their needs—in cash and derivatives markets as diverse as equities, currencies, commodities, money markets, government and municipal securities, mortgages, indices, insurance and legal information. The Bloomberg Professional service seamlessly integrates the very best in real-time data, news and analytics. In addition, Bloomberg users benefit from on-demand multimedia content, extensive electronic trading capabilities and a superior communications platform. Bloomberg customers include influential decision makers in finance, DON TANG business and government. Business and financial Fixed Income Market Specialist professionals recognize the Bloomberg Professional service Bloomberg L.P. as the definitive tool for achieving their goals because it offers Don Tang is a FI market specialist at Bloomberg LLP. He has been mainly responsible for unparalleled assistance and functionality on a single platform the new fixed income product development in the region. Before he joined Bloomberg, for a single price. Don has more than 13 years banking experience and he was an Executive Director with Nomura Securities, Deutsche Bank, and Barclays Capital. His role was in charge of different structured finance and fixed income product development. He has completed different landmark transactions in China, Korea, Hong Kong, Taiwan, and Malaysia. His specialty was to help both his corporate and banking clients raise capitals through various financing techniques and derivatives solutions. Don holds a BSEE degree from the University of Wisconsin-Madison, a MSEE degree from Purdue University, and an MBA degree from the University of Chicago.
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