AFS Summit 2012


Invest in the USA’s Economic Renaissance

Friday, June 15, 2012

Bank of America Tower, One Bryant Park, New York
8:30am-5:00pm

For registration, please visit http://www.eventbrite.com/event/3527686405
For inquiry, please contact Event@AFStoday.org

8:30-9:15 Opening Speech      Henry Tang, AFS Founding Chairman
Ambassadors from six Asian countries
9:15-10:15 Panel 1 Strategic Macro and Country Competitiveness
Moderator: Patrick Donohue, AFS Head of Wealth Management Group, Merrill Lynch, SVP
Speakers:         
Lisa Shalett             Bank of America Merrill Lynch             Chief Investment Officer
Robert Brown Alliance Bernstein Sr. Portfolio Manager
Greg Brunk BlackRock Global Strategist
Curtis Chin Asian Institute of Technology Former U.S. Ambassador to Asian Development Bank

Subjects:
• How is the U.S. better positioned than Europe or Asia? What is the ultimate U.S. competitive edge?
• As the world economy is facing a sovereign debt crisis, where is the world’s capital flowing to?
• How have five major forces impacted the growth of Asian economic development?

10:45-11:45 Panel 2 Lessons from American Financial History and Risk Management
Moderator: Yang Chen, AFS Co-head of Asset Management & Investment Group, Black Rock, Director
Speakers:         
Thomas Ho Thomas Ho Company Ltd              President
Prakash Shimpi              ING Insurance Chief Risk Officer
Arnold Chu US Treasury Sr. Examiner
Shaosen Cheng Marsh Former SVP

Subjects:
• How to apply risk methodology in business management?
• What can be learned from the past financial crises to guide future investment?

12:00-1:00 Lunch Speech Thomas Ho, AFS founding member, Author of the Ho-Lee model

1:00-2:00 Panel 3 Capital Markets & Financial Asset Investments
Moderator: Sam Van, AFS Head of Capital Market Group, NYSE EuroNext, former Director
Speakers:         
Omer Ozden Beijing Capital Growth Fund Managing Partner
Xinyu Liu Black Stone Managing Director
Iyan Adewuya             Bloomberg LP Sr. Global M&A Analyst
David Yan Credit Suisse Director, Head of CDO Research            
Xiangyang Wu JP Morgan Managing Director

Subjects:
• What asset classes should Asian investors consider when making investments in the U.S. capital markets?
• If Asian companies want to invest, what legal, taxation and accounting issues should they be concerned about?

2:00-3:00 Panel 4 Commercial & Industrial Business Investment
Moderator: Yiting Liu, AFS Head of PE VC M&A Group, Ray Shi Capital, Co-founder & Partner
Speakers:         
Morgan Jones New York City Mayor’s Office              Community Director
Dr. Efraim Chalamish              Dorsey & Whitney LLP Attorney
Shanquan Li Oppenheimer Funds Managing Director, Portfolio Manager
Grace Li Haier America CFO

Subjects:
• How can Asian, and especially Chinese, enterprises diversify from their respective regional risks by investing in the U.S. market?
• What are the top challenges to foreign companies when investing, expanding, and operating in the U.S.?
• Which industries will benefit most from the U.S. economic recovery?
• US Commercial and Industrial Investment environment, policy, tax and others

3:30-5:00 Panel 5 US Real Estate Assets
Moderator: Yinyan Cai, First State Investment, Vice President
Speakers:         
Keith Guericke             Essex Property Trust Vice Chairman
David J. Lynn Clarion Partners Managing Director
Marc Lederman First State Investments Senior Portfolio Manager, Americas Property
Securities
Mark Friedman Colliers Vice Chairman
Charles R. Bendit Taconic Investment Partners             Co-founder and Co-CEO

Subjects:
• What RE asset classes should Asian companies be considering when making investments in the U.S. capital markets?
• If Asian companies are ready to invest, what steps should they take and which areas should they be investing in the U.S.?

6:00-9:00 Evening Cocktail Party



Additional acknowledged financial experts awaiting confirmation