Jefferies 4Th Annual ASIA EXPERT Summit Agenda & Biographies
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THE GLOBAL INVESTMENT BANKING FIRM Jefferies 4th Annual ASIA EXPERT Summit Island Shangri-La, Hong Kong February 4 – 5, 2015 (Wednesday & Thursday) Agenda & Biographies Subject to change Equities | Fixed Income | Commodities | Investment Banking | Wealth & Asset Management As of Feb 5, 2015 Jefferies 4th Annual ASIA EXPERT Summit Island Shangri-La, Hong Kong, Level 39 The Atrium February 4 – 5, 2015 (Wednesday & Thursday) Wednesday, February 4, 2015 Thursday, February 5, 2015 9:00am China Unconventional Oilfield Services Update – Impact of Oil Price Drop and Future How Internet is Changing the Financial Services Industry in Asia Forecasts Alister Musgrave, MD of Moneyhero.com.hk Robert Liou, China Country Manager, PacWest Consulting Partners James Lloyd, Head of Strategy & Corporate Development, Advanced Merchant Payments (AMP) 10:00am Who Wins As China’s Cement Demand Slows? (Mandarin) Panel Debate: The Sword of Damocles: Tech IP Wars in China Zuoyi Liu, Founder of Cement Geography Panelists: IPR and Competition Partners from Bird and Bird • Hank Leung, Managing Associate, Bird & Bird • Zhaofeng Zhao, Partner, Bird & Bird • Moderator: Conor O’Mara, Asian Tech Specialist Sales 11:00am China Insurance Industry Development and Pension Fund Reform (Mandarin) How Mobile Internet is Revolutionizing The Retail Industry Jinlong Guo, Director of Insurance Division, Institute of Finance and Banking, Chinese Jason Chiu, Chief Executive Officer of Cherrypicks Academy of Social Sciences 12:30pm Keynote Presentation & Panel: Shanghai HK Stock Connect: 2015 Asia Risk Assessment – SVA’s Views Opportunities and Remaining Issues To Be Addressed Steve Vickers, Chief Executive Officer, Steve Vickers and Associates Limited Speaker: Tae Yoo of Managing Director, Head of Client Business Development & FIC Development, Discussion Topics Global Markets Division, Hong Kong Exchanges and Clearing Ltd China: Impact of Anti-Corruption & Economic Nationalism Followed by panel discussion India: Obstacles in Reform Implementation for Modi Indonesia: Joko Widodo’s Reform Agenda Panelists: Thailand: Political Instability Amidst the Preparation of a new Constitution • Tae Yoo, Managing Director, Head of Client Business Development & FIC Development Taiwan: A Resurgence in Tensions w/ China Global Markets Division, Hong Kong Exchanges and Clearing Limited Hong Kong: Post Occupy Central – The Future of HK • Michelle Lloyd, Senior Associate, Mapels & Calder Hong Kong Macau: On the Ground Color on Latest Anti-Corruption Crackdown • Barnaby Nelson, Regional Sale Head of Investor & Intermediary, NEA, TB, Standard Myanmar: Slowing Transition ahead of Elections & Constitutional Amendments Chartered Terrorism: Rising Risk of Terrorism in Asia • Moderator: Conor O’Mara, Managing Director of Jefferies & Hong Kong Local Representative of the Irish Funds Industry Association 2:00pm The Impact of Climate Change in China and What it Means For The Future of Energy in Asia China Internet Economy - eCommerce and Mobile Internet: 2015 Outlook and Beyond (Mandarin) Lin Li, Chief Conservation Director, WWF China Bob Chao, President and Chief Analyst of iResearch 3:00pm Macau Gaming: Where is The Bottom? Finish Ben Lee, Managing Director, Gaming Developments & Marketing of IGamiX Management & Consulting Luis Pereira, Managing Director & Co-Founder, Asia Gambling Brief *** For Presentations in Mandarin, Simultaneous Translation will be available Jefferies Hong Kong Limited THE GLOBAL INVESTMENT BANKING FIRM Jefferies 4th Annual ASIA EXPERT Summit Island Shangri-La, Hong Kong February 4 – 5, 2015 (Wednesday & Thursday) Expert Speaker Bios Equities | Fixed Income | Commodities | Investment Banking | Wealth & Asset Management China Unconventional Oilfield Services Update – Impact of Oil Price Drop and Future Forecasts Mr. Robert Liou China Country Manager PacWest Consulting Partners Mr. Robert Liou is the China Country Manager for PacWest Consulting Partners. Robert is responsible for building relationships and acquiring first-hand knowledge of the latest developments in China’s unconventional space that lead to the publication of the Pumping IQ China report. As part of his position, Robert has travelled multiple times to most of China’s major oilfields. Prior to this position, Robert was the CFO of Victory (Shengli Oilfield Software) in Shengli PacWest Consulting Partners is a boutique strategy consultancy and market intelligence firm that Oilfield in Shandong Province, which is the former E&P Data Management specializes in the energy, industrial, and resources sectors. Much of its work is focused around the division of Sinopec. During this time, Robert amassed a wealth of connections oilfield and the many industries that supply critical products and services to it. With the explosion of and knowledge that allowed him to bridge many of the gaps between the Chinese unconventional resources in North America and increasingly internationally, the energy landscape is and international oil industries in the upstream industry. changing quickly. PacWest is at the forefront of the changes in the US and in global energy markets resulting from the development of unconventional oil/gas resources. We work with companies to better Following undergraduate studies at UCLA, Robert spent 5 years in public understand the market and develop and implement new strategies to position themselves for growth. accounting, the majority of it as a Lead Senior Auditor and CPA with Deloitte and Touche in San Francisco. He later served as the head of internal audit for the Asia Foundation, where he led multiple audit teams on engagements in Central/ South Asia, including Pakistan, Bangladesh, Malaysia, and Afghanistan. While on a visa layover in Dubai, Robert discovered his calling for the energy industry, and thus focused on energy and strategy while attaining his MBA at the University of Michigan. Robert was born in California, but speaks and reads fluent Mandarin. 4 Jefferies Hong Kong Limited Who Wins As China’s Cement Demand Slows? Mr. Zuoyi Liu Chief Executive Officer Cement Geography Mr. Zuo Yi Liu s the CEO of Cement Geography. Mr. Liu has more than 10 year experience working in the cement industry providing consulting and strategy advisories to major cement corporation all across China. He has also participated and presented in numerous cement industry investment summits in Beijing and Hong Kong and was well-received by investors. Cement Geography is the most authoritative and widely used cement industry data provider in China. 5 Jefferies Hong Kong Limited China Insurance Industry Development and Pension Fund Reform Mr. Jinlong Guo Director of Insurance Division, Institute of Finance and Banking, Chinese Academy of Social Sciences Mr. Jinlong Guo is an expert in the China Insurance Industry and participated in the consultation project of the national pension fund reform. Mr. Guo is also an executive director of the Insurance Institute of China. He serves as a professor in the Department of Insurance and Social Security of Institute of Finance and Banking, Chinese Academy of Social Sciences. He obtained his Ph.D in Economics from Graduate School of Chinese Academy of Social Sciences in 1998. About Chinese Academy of Social Sciences Institute of Finance and Banking, Chinese Academy of Social Sciences is a state- leveled research institution in philosophy and social sciences, under the direct leadership of the State Council. It is a main think-tank of the Chinese government. 6 Jefferies Hong Kong Limited Keynote Presentation & Panel: Shanghai HK Stock Connect: Opportunities and Remaining Issues To Be Addressed Mr. Tae Seok Clement Yoo Managing Director, Head of Client Business Development & FIC Development Global Markets Division Hong Kong Exchanges and Clearing Ltd Tae Seok Clement Yoo serves as Managing Director and Head of Client Business Development & FIC Development department. His FIC (Fixed Income & Currency) Development department is responsible for the development of fixed income and currency business and the development of index solutions across the organization. His Client Business Development department is responsible for issuer / IPO marketing, exchange participant relations and end-user client / HKEx is a leading global operator of exchanges and clearing houses based in Hong Kong, Asia’s segment marketing. premier international financial centre, and one of the world’s largest exchange groups by market capitalisation. HKEx operates the securities and derivatives markets and their related clearing houses Since joining HKEx in 2011, he served as co-head of platform development & and is the frontline regulator of listed companies in Hong Kong. It also owns the London Metal strategy and as head of product & index development. Yoo has over 18 years of Exchange (LME) in the UK, the world's premier base metals market. In Hong Kong, HKEx regulates exchange industry experience with 14 years at CME Group (Chicago Mercantile listed issuers and administers listing, trading and clearing rules. It also provides services, primarily at Exchange) in Clearing, Risk Management, Business Development & Strategy and the wholesale level, to participants and users of its Exchanges and Clearing Houses, including issuers Products & Services in US and Asia. Prior to joining CME, he held various and intermediaries (such as investment banks or sponsors, securities and derivatives brokers, positions at Sumitomo Mitsui Bank (Sakura Dellsher, Inc.) and at Goldman custodian banks and information vendors) which service investors