Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to...

16
A premium investment and business platform for effective cross-border communications that lead to meaningful relationships and impactful transactions. Shanghai, China Andaz Hotel 上海新天地安达仕酒店 May 22, 2018

Transcript of Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to...

Page 1: Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to Capital” 2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375

A premium investment and business platform for effective cross-border communications that

lead to meaningful relationships and impactful transactions.

Shanghai, China

Andaz Hotel

上海新天地安达仕酒店

May 22, 2018

Page 2: Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to Capital” 2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375

Reach China “from Commerce to Capital” www.reachina.com

2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375 +86 132 0226 2918

Email: [email protected] Wechat: henrys100

Background As China’s economy continues to grow both domestically and globally, its capital markets

also look outward for international investment and collaboration opportunities. Both Capital and

Commerce are getting increasingly integrated between China and the rest of the world.

Strategically, China has become a critical market for almost all Fortune 500 companies.

For many other smaller but outstanding companies, there is a lack of exposure and opportunities

for them to access to China’s commercial market as well as its capital. Reach China serves as

the conduit, the facilitator and incubator to help such companies to realize its potential value in

the tremendous China market along with investor exposures.

At this year’s Reach China Investment Conference we will invite up to 20 high quality

companies in 4 main sectors including healthcare, technology, consumer and industrials from

North America, Europe and Israel to present to over 200 reputable financial and corporate

investors from China. Our conference aims to establish a premium investment and business

platform for effective cross-border communications that can lead to meaningful relationships and

impactful transactions.

We look forward to seeing you in Shanghai, China on May 22.

背景介绍

中国过去 20 年经济成长迅速,取得的成就举世瞩目,在当前国内经济增长放缓,

供给侧亟需改善结构的大环境下,中国的企业与全球优秀企业展开合作是大势所趋。睿持

中国国际投资合作大会旨在把美国、欧洲和以色列优质成熟的公司引入中国市场,让中国

的投资机构和企业有更多的投资和合作的机会和选择。

海外的很多优秀小微公司并不像世界 500强等大公司一样为中国投资人熟知,但其

中很多公司有着独特的产品和技术,在中国市场有着巨大的应用空间。在本届睿持大会上

有来自医疗健康、高科技、大消费和先进制造四大领域的近 20 家来自美国、欧洲和以色

列的上市公司以及晚期公司的总裁或高管来华做路演介绍。我们的投资会议以“可行动

(Actionable)、可交易(Transactionable)”为目标,避免高调演讲和心灵鸡汤。

无法进行境外投资的机构和企业可以和这些国际公司在中国境内进行合资或合作。

通过与海外优质公司的合资或合作,可以大大加快中国各产业转型升级的效率和效果。我

们邀请您一同参与中国与全球优秀企业的“投资+并购+合资+合作”大碰撞 (“Big Bang”) 。

睿持中国(Reach China)作为中美投资合作发展的服务性咨询机构,欢迎有兴趣

赞助本次会议或进行长期商务合作的机构联系我们,共同实现中国资本和企业的国际化发

展,共进共赢。

Page 3: Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to Capital” 2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375

Reach China “from Commerce to Capital” www.reachina.com

2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375 +86 132 0226 2918

Email: [email protected] Wechat: henrys100

Conference Agenda 大会日程

May 22, Tuesday | 5 月 22 日,星期二

8:30 – 9:30 Registration and Networking 9:30 – 9:35 Opening Remarks

9:35 – 9:45 Keynote Speech – “Investment Opportunities in Israeli Tech”

主题发言:以色列的投资机会和挑战

Mr. Amir Gal Or, Founder and Managing Partner, Infinity Group

9:45 – 10:00 Keynote Speech – “U.S.-China Investment and Trade Issues Ahead of Us”

主题发言:我们当前面临的中美投资和贸易形势及问题

Mr. Kenneth Jarrett, President of American Chamber of Commerce Shanghai

10:00 – 10:15 Keynote Speech – “Global Hedge Fund Industry Development Trends” 主题发言:全球对冲基金行业发展趋势

Mr. Bruce McGuire, President of Connecticut Hedge Fund Association, Director of the Connecticut-China Council

10:15 – 11:00 Panel Discussion: Global Investment Trends (IoT, CarTech, AI, Fintech, Healthcare) 全球投资趋势(物联网/汽车科技/人工智能/金融科技/医疗)

11:00 – 12:00 Panel Discussion: Monetary, Legal, Regulatory and Cultural Issues Related to Cross-border Investments

跨境投资中的资金、法律、法规及文化上要注意的问题

12:00 – 13:30 Lunch | 午餐

13:30 – 14:00 Company Presentation: Ballard Power

14:00 – 14:30 Company Presentation: TuneGO

14:30 – 15:00 Company Presentation: Flux Power

15:00 – 15:30 Company Presentation: U.S. Nuclear Corp.

15:30 – 16:00 Company Presentation: York Education

16:00 – 16:30 Company Presentation: TBA

16:30 – 17:00 Company Presentation: Cadence Technologies

17:00 – 17:30 Company Presentation: Muzen (Lucky Draw)

17:30 – 18:00 Coffee Break & Networking

18:30 – 20:30 Private Dinner for Presenting Company Executives, Guest Speakers, VIP Investors

Agenda subject to changes.

Page 4: Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to Capital” 2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375

Reach China “from Commerce to Capital” www.reachina.com

2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375 +86 132 0226 2918

Email: [email protected] Wechat: henrys100

Guest Speakers

投资专题讨论嘉宾

Mr. Amir Gal-Or Founder/Managing Partner

Infinity Group PE investment funds between

China and Israel

Amir Gal Or is the Founder & Managing Partner of Infinity Group the leading Israeli-Chinese Equity Fund backed by the China Development Bank, Clal Industries, etc., with over 1.5 billion USD under management and 23 funds, incubators, and accelerators established throughout China. Notable exits of the fund include: Galileo, Saifun, Shopping.com, ShellCase, Scitex Vision, Digital China, WLCSP, Bazun, and ITS. Amir is also the Chairman of INNONATION — a cross-border platform that bridges between Israeli innovation and the world under the framework of INNONATION. He has led three China-Israel Investment Summits (in Beijing, Tel Aviv, and Hong-Kong/Zhuhai) that, combined, have united 400+ Israeli Tech Companies and 10,000+ Chinese investors under one roof and yielded over $1 billion in proposed investments. Today, INNONATION is establishing a number of ‘Powerhouses’ in cities worldwide that will engrain the Israeli innovative spirit and know-how in local communities. Amir is the only non-Chinese entrepreneur credited with establishing and leading 20+ locally owned Chinese companies and funds, as well as the first IP bank in China. In the last few years, he has led 10 IPOs, 8 M&A deals and over 50 exits. In 2017, Amir was bestowed “China Government Friendship Award” by the Chinese government for his great contribution to China-Israel business relations over the past nearly two decades. The award is the highest honor granted to foreign experts by the Chinese government for their contributions to the country’s economic progress. Amir received an MBA from Tel Aviv University and is a graduate of Harvard University's Executive Program in Private Equity and Venture Capital. He is a former pilot in the Israeli Air Force and its acrobatic team, where he flew the F-16, F-4 and A-4, etc.

Amir Gal Or 是英飞尼迪集团的创始人及管理合伙人,旗下领先的中以股权投资基

金的主要投资者为中国国家开发银行,Clal 工业集团等,通过在中国建立的 23

支私募股权投资基金、孵化器和加速器管理着超过 15 亿美元的资产。著名的投

资退出项目包括: Galileo, Saifun, Shopping.com, ShellCase, Scitex Vision, Digital

China, 晶方科技,神州数码,WLCSP,Bazun 和 ITS。Amir 也是 INNONATION

的主席 - 这是一个跨境平台,在 INNONATION 的框架下为以色列的创新与世界之

间架起了桥梁。他领导了三次中以投资峰会(在北京,特拉维夫和香港/珠

海),共计组织了 400 多家以色列科技公司和 10,000 多名中国投资者,共同投

资了价值 10 亿美元以上的项目。今天,INNONATION 正在全球各城市建立区域

“中心”,将在当地社区吸收以色列的创新精神和知识。阿米尔是唯一一家在中国

拥有 20 多家本土中国公司和基金,以及中国首家知识产权银行的非中国企业

家。在过去几年中,他领导了 10 次 IPO,8 次并购交易和 50 多次退出。 2017

年,Amir 获得中国政府颁发的“中国政府友好奖”,这是近二十年来他为中以以色

列商业关系做出的重大贡献。该奖项是中国政府为国家经济发展做出贡献而授予

外国专家的最高荣誉。Amir 从特拉维夫大学获得工商管理硕士学位,毕业于哈

佛大学私募股权和风险投资行业项目。他曾是以色列空军及其特技团队的飞行

员,驾驶 F-16,F-4 和 A-4 等飞行员。

Mr. Kenneth Jarrett President

American Chamber of Commerce (Shanghai)

President of the American Chamber of Commerce in Shanghai since September 2013. Prior to that he was the Greater China Chairman for APCO Worldwide, a Washington-based public affairs consultancy from 2008 to 2013, and before that a U.S. diplomat from 1982 to 2008. During his 26-year diplomatic career, his postings included Consul General in Shanghai, Deputy Consul General in Hong Kong, and Director of Asian Affairs at the White House National Security Council. He also served in Beijing, Chengdu, Singapore, and had several assignments in Washington, DC. Mr. Jarrett has degrees from Cornell University, Yale University and the National War College. He is the recipient of the Magnolia Award (Silver) from the Shanghai government and is a member of the National Committee for US-China Relations.

Jarrett先生自2013年9月起担任上海美国商会主席。在此之前,他曾担任华盛顿公

共事务咨询公司APCO Worldwide的主席,从2008年至2013年,之前是1982年至

2008年间的美国外交官。 他的26年外交生涯中,他的职位包括上海总领事,香港

副总领事和白宫国家安全委员会亚洲事务主任。 他还在北京,成都,新加坡服务

过,并在华盛顿特区担任过多项工作。 Jarrett先生拥有康奈尔大学,耶鲁大学和

国家战争学院的学位。 他是上海政府颁发的白玉兰奖(银牌)的得主,也是美中

关系全国委员会的成员。

Page 5: Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to Capital” 2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375

Reach China “from Commerce to Capital” www.reachina.com

2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375 +86 132 0226 2918

Email: [email protected] Wechat: henrys100

Mr. Bruce McGuire President

Connecticut Hedge Fund Association

Managing Partner, Global Alpha Research

Bruce McGuire, is the President of the Connecticut Hedge Fund Association, and the Managing Partner of Global Alpha Research, an asset management consulting and capital raising firm. Bruce is a member of the Greenwich Economic Advisory Committee, and a Director of the Connecticut-China Council. Bruce has been working with hedge funds and other alternative investment managers since 2002. Before launching Global Alpha, Bruce managed the New York office Mesirow Advanced Strategies. Prior to that, he was an alternative investment specialist with Merrill Lynch. Earlier in his career, Bruce has held officer level roles at Arrow Partners, Goldman Sachs, and MFS Investment Management. Bruce Began his career in 1991 as a lawyer. Bruce is frequently quoted in the media, including the Wall Street Journal, the New York Times, The Financial Times, Bloomberg, China Daily, The Hedge Fund Journal, etc. Bruce has been interviewed by China Central TV and TV Tokyo for segments on the hedge fund industry.

McGuire 先生是美国康涅狄格州对冲基金协会主席,总部位于全球最著名的美国

基金小镇格林威治,当地聚集了超过 500 多家对冲基金,其基金规模占全美三分

之一。McGuire 先生还是格林威治发展委员会和康州中国委员会成员,Global

Alpha Research 的管理合伙人。McGuire 先生之前在著名金融投资机构美林、高

盛、MFS 任职,曾多次接受华尔街日报、纽约时报、Bloomberg、中国日报、中

央电视台、东京电视台采访。

Mr. JIm Mao Partner

WestSumit Capital A China-U.S. Investment Fund

Jim has over 20 years of investment and entrepreneurial experience focusing on TMT, clean tech and health care areas in Silicon Valley and China. Prior to WestSummit, Jim was a Partner at Cagan McAfee Capital Partners, where he led the Firm’s APAC’s investments in ICT (information and communication technology), clean tech and business development for existing portfolio companies. Earlier, he was a Partner with China Fortune Capital Group (“CFC”) and RuiShiTe Investment Management. Previously, Jim was an entrepreneur and co-founded a series of successful startups in Silicon Valley and China, including Turin Networks (Ethernet solutions for wireline and wireless network operators, sold to Dell for $750M), Salira (the 1st EPON equipment company, acquired by Hitachi), Omega Micro (semi design house, acquired by Sigma Micro), and RHZM (streaming video technology, acquired by Coship). He also has extensive international business experience as senior executive for Fortune 500 companies. Jim has 5 approved U.S. patents. Jim studied in Tsinghua University for 2 years and graduated with a BS and MS from University of Waterloo. He also holds an MBA from University of Southern California.

毛智民先生担任华山资本合伙人,在硅谷和中国拥有逾 20 年企业运营及投资经

验。在加入华山资本之前,毛先生担任 Cagan McAfee Capital Partners (CMCP

资本)的董事总经理及运营主管,领导公司在 TMT 和清洁技术领域的一系列跨

境投资;此前曾担任 China Fortune Capital Group 及瑞斯特投资的合伙人,负责

多项跨境并购项目,涉及 TMT、大健康及清洁能源行业。毛先生拥有 5 项美国

专利,在中国和硅谷多次成功创建公司并退出。毛先生曾担任美国公司

Advanced Fibre Communications 董事总经理(后被 Tellabs 收购);之后,毛先

生曾参与创建一系列科技企业,包括 Turin Networks(被戴尔收购)、Salira 公

司 (被日立收购)以及视频技术公司 Ruizhi。

Mr. Ray Wu Managing Partner

SkyChee Global IoT Fund

Mr. Wu is the founding partner of SkyChee Ventures. Prior to this, Ray was an advisor and partner of Cybernaut Capital Management and advisor to China Century Fund. Mr. Wu was the managing director of HP’s new business ventures that is responsible for startup technology evaluation, new business incubation, VC relationships and minority investments. Prior to HP, Mr. Wu spent more than six years with Cisco Systems, and held several senior positions leading investment, M&A and internal incubation. Before that, Mr. Wu was a managing partner of a leading Internet consulting firm working with fortune 1000 companies across north America. Mr. Wu has a dual M.B.A. degree from the University of California, Berkeley and Columbia University.

Ray 致力于互联网与技术的跨界融合,擅长公司之间战略整合。有着丰富的带领

创业公司技术创新和快速市场化经验。参与过国内外多个创投基金的投资及管

理。Ray 拥有加利福尼亚大学伯克利分校和哥伦比亚大学的双工商管理硕士。

Ray 曾是赛伯乐(中国)投资和中国世纪基金合伙人;曾担任 HP 公司新业务部

全球常务董事,公司任职超过四年,负责初创企业的技术评估,新业务孵化,风

险投资商关系以及投资业务;曾任 Cisco 全球并购部总监,任职超过 6 年,负责

北美地区以及亚太地区的内部孵化,投资,兼并收购。

Page 6: Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to Capital” 2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375

Reach China “from Commerce to Capital” www.reachina.com

2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375 +86 132 0226 2918

Email: [email protected] Wechat: henrys100

Dr. Huijun Qiao Partner

Aplus Capital

Dr. Qiao is a well-known scientist and investor in the era of smart connected technologies. He holds a Ph.D. in physics and vice chairman of the China Artificial Intelligence Industry Innovation Alliance. He focuses on investment and industrial services in areas such as smart manufacturing and artificial intelligence. Dr. Qiao is a partner of Aplus Capital and founder and CEO of Aplus Smart Manufacturing. Aplus Smart Manufacturing Fund, with a total size of 1 billion RMB, is an important part of Aplus Capital. The fund has invested in star startups such as TuringSence, Triangle Beast, Taro Technology, and Smart Point. Dr. Qiao has led the team to serve the world's leading operators, as well as global top 500 companies such as Huawei and Haier. Aplus Smart Manufacturing has set up smart factories or industrial community in Beijing, Chengdu, Nanchang and other domestic cities as well as in Silicon Valley and London. There are 11 branches in the world. Under the leadership of Dr. Qiao, Aplus Smart Manufacturing is actively serving the global industries.

乔会君是智能互联时代知名的科学家和投资人,物理学博士,中国人工智能产业

创新联盟副理事长,专注于智能制造及人工智能等领域的投资及产业服务。乔会

君是洪泰基金合伙人、洪泰智造创始人兼 CEO。总规模 10 亿元的洪泰智造基金

是洪泰基金重要组成部分,曾投资 TuringSence、三角兽、太若科技、智能一点

等明星创业公司。乔会君曾带领团队先后服务于全球一线运营商,以及华为、海

尔等全球 500 强公司。洪泰智造在北京、成都、南昌等国内城市及硅谷、伦敦等

地区设有智造工场或产业社区。全球分支机构数量达 11 个。在乔会君带领下,

洪泰智造正在以积极的姿态,服务全球的智能智造产业。

Junyi Zhang Partner

Nio Capital

Mr. Zhang Junyi has 15 years of investment management and management consulting experience in the automotive industry. He is currently a partner of Nio Capital, responsible for the investment in the automotive vehicle, internet of vehicles and travel, a member of investment committee, and jointly manages the day-to-day operation of the fund. At the same time, he is also an adviser to many government think-tank associations, such as the State-Owned Enterprise Electric Vehicle Industry Alliance, the Investment Promotion Bureau of the Ministry of Commerce, the China Transportation Association Sharing Trip Branch, and part-time professor of Tongji University and Fudan University and a member of teaching steering committee of School of Automotive Studies in Tongji University. At the same time, Mr. Zhang Junyi also oversees the overall investment strategy of the fund and jointly manages and supervises the full operation of the Fund. Prior to joining Nio Capital, he was global partner and head of the automotive industry at Roland Berger Strategy Consultants, where he led all vehicles, auto parts suppliers, innovative products and technology engineering, electric vehicles, investors support and other business in Greater China. He has a huge customer base, including a large number of state-owned enterprises, multinational corporations and public companies. Mr. Zhang Junyi has extensive consulting experience in corporate strategy formulation, organizational change, R & D, marketing and operation. In addition, he has helped various industry investors and PEs complete cross-border, local M&A and investment cases in over 50 automotive industries, including the well-known Harman, HERE Maps, Nedschroef, KSS, ASIMCO and other acquisitions and Daimler BYD joint venture, Zcrubber, eTrust Power, Guazi, UCAR, car2go, Nio Automobile and many other investment projects. Mr. Zhang Junyi graduated from Tongji University with a master's degree in vehicle engineering and a bachelor of engineering in School of Automotive Studies. At the same time, he completed the minor in economics in Fudan University with outstanding achievements.

张君毅先生拥有 15 年汽车行业投资管理和管理咨询经验,现担任蔚来资本合伙

人,负责基金汽车产业链、车联网及出行等领域的投资,投委会成员并且联合管

理基金日常运营工作。同时他也是央企电动车产业联盟、商务部投促局、交通运

输协会共享出行分会等多家政府智库协会机构的顾问,同济大学及复旦大学兼职

教授及同济大学汽车学院教学指导委员会委员等。同时,张君毅先生也负责对于

基金整体投资策略的梳理,联合管理和监督基金的全面运营。加入蔚来资本之

前,他曾担任罗兰贝格管理咨询公司全球合伙人及汽车行业负责人,领导大中华

区的所有整车、汽车零部件供应商、创新产品和技术工程、电动车和投资人支持

等相关业务。他拥有宽广的客户群,包括大量国企、跨国企业和上市公司。张君

毅先生在企业 战略制定、组织变革、研发、营销及卓越运营方面具有丰富的咨

询经验。此外,他还帮助各种行业投资人和 PE 完成了超过 50 个汽车行业内的跨

国、本土并购和投资案例,其中包括知名的哈曼、HERE 地图、Nedschroef、

KSS、亚新科等收购案及戴姆勒比亚迪合资、中策轮胎、力信电池、瓜子二手

车、神州优车、car2go、蔚来汽车等众多投资项目。张君毅先生毕业于同济大

Page 7: Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to Capital” 2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375

Reach China “from Commerce to Capital” www.reachina.com

2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375 +86 132 0226 2918

Email: [email protected] Wechat: henrys100

学,获得车辆工程硕士和汽车学院工学学士,同时他也以优异的成绩完成复旦大

学经济学辅修专业。

Robert Yu China Managing Partner

Global PMI Partners (GPMIP)

25 years of business strategy and operational experiences in both consulting and Fortune 500 multinational companies. He is an expert with a track record of driving corporate growth through successful development and execution of corporate strategy especially in mergers and acquisitions (M&A), joint ventures, post merger integration and business performance improvement. His expertise includes corporate growth strategy, product marketing, strategic alliance and M&A management. Not only has he broad understanding of multinational corporate cultures and operations but deep insights in Chinese traditions and behaviors. He focuses on creating value and providing win‐win

solutions for cross‐border M&A projects. Specific project experience includes: business strategy, investment due diligence, business model evaluation, product/solution marketing, re‐branding and re‐positioning, M&A project team management, post merger integration & optimization, six sigma quality implementation, IT system integration, supply chain management, change management, employee development and communication, strategic planning and balanced score card. etc. Education:Executive MBA, Kellogg

School of Management, Northwestern University, MS in Engineering, University of Minnesota.

于平先生具有 25 年的世界 500 强跨国公司的企业战略和运营管理经验,是企业

发展战略的制定和执行方面的专家,特别是在兼并重组、并购后整合管理和改善

经营管理方面有资深经验和独到见解,有丰富的大型跨国企业运营管理经验和全

程投资并购和整合的成功案例。曾为世界 500 强公司管理战略发展、投资并购、

运营改进项目和团队,还为多家中国企业提供过并购和并购整合服务。

Mr. Xiaofeng Tang Partner

Shang Qi Capital SAIC Group

唐晓峰

上汽集团尚颀资本合伙人

Mr. Tang graduated from Jilin University of Technology with a major in automotive engineering and has more than 20 years of working experience in SAIC. He was pan-Asian automotive chassis and powertrain department director and pre-vehicle development department director, Shanghai Automotive Vehicle Integration Division Director, Chassis Division Director, Project Management Director, UK Technical Center Dean Assistant, SAIC Commercial Vehicle Integration Department Director. Mr. Tang participated in the R&D of all passenger vehicle brands (except Volkswagen and Skoda) under the SAIC Motor Corporation. He was responsible for the development of chassis and powertrain integrated systems for most models of SAIC-GM, and responsible for the vehicle frame design and pre-engineering R&D of SAIC GM, Shanghai Automotive, and SAIC Commercial Vehicle platforms. Responsible for SAIC's advanced technology research and development work. 2011 Second Prize of China’s National Science and Technology Progress Award, Special Award of the China Automotive Industry Science and Technology Progress Award (2010), First Prize (2004); Leader of Shanghai Automotive Excellent Engineering Technology; SAIC Expert Engineer. In 2011, he began to serve as a special expert member of SAIC Motor Corporation and was responsible for technical evaluation of investment projects. The main projects involved were Delrex (300473), Kaizhong (603037) and Jin Qilin (603586). In March 2015, he began the formal investment work at SAIC Venture Capital.

吉林工业大学 汽车工程毕业,20 年以上上汽工作经验,汽车行业人脉极广。历

任泛亚汽车底盘及动力总成部总监、前期车辆开发部总监;上海汽车整车集成部

总监、底盘部总监、项目管理部总监、英国技术中心院长助理;上汽商用车整车

集成部总监。参与过上海汽车集团下属所有乘用车品牌(除大众、斯柯达以外)

的整车研发;负责上汽通用汽车从成立到现在为止,绝大多数车型的底盘、动力

总成集成系统开发工作。负责上汽通用、上海汽车、上汽商用车多个车型平台的

整车架构设计和前期工程研发。负责上汽通用的先进技术研发工作。2011 中华

人民共和国国家科学技术进步奖二等奖、中国汽车工业科技进步奖特等奖(2010

年)、一等奖(2004 年)获得者;上海汽车优秀工程技术带头人;上汽专家型

工程师。2011 年开始兼职担任上汽投资公司特聘专家委员,负责投资项目技术

评审。主要参与的项目有德尔股份(300473),凯众股份(603037),金麒麟

(603586)。2015 年 3 月开始正式负责上汽创业投资公司投资业务。

Page 8: Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to Capital” 2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375

Reach China “from Commerce to Capital” www.reachina.com

2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375 +86 132 0226 2918

Email: [email protected] Wechat: henrys100

Dr. Xavier Xie Managing Director

Fortune Fountain Capital A Chinese Global Equity Fund

Dr. Xie leads the investment of FFC in healthcare and consumer space. Before that he founded and led the full cycle investment activity of TVM China fund, an extension of a 35 year old life science fund with over 90 successful exits including 60 plus IPOs. He is an expert in emerging technology sectors with the full spectrum specialty to drive financial innovation to optimize the value realization of technology related and intangible assets. Prior to TVM he served Philips for cross border investment and technology transfer. Dr. Xie received comprehensive training in science and engineering. He got Ph.D. in Nano Science and Technology from Hong Kong University of Science and Technology. Dr. Xie let the acquisition transaction of the French crystal company, Baccarat by Fortune Fountain Capital for $180 million in 2017.

谢暄晖,香港科技大学纳米科技领域博士,新兴战略产业专家,FFC 董事总经

理。专注跨境股权投资及技术转移孵化,致力于通过引进全球先进技术对区域经

济及产业进行升级,涵盖生物医药、文化传媒、节能环保等领域。先后服务于中

植、TVM 资本、飞利浦等国内外一线机构。谢博士 2017 年曾主导 1.8 亿美元收

购法国水晶品牌 Baccarat。

Ms. Anne Wang Partner

Cathay Capital A China-France Investment

Fund

Anne Wang works as a Partner at Cathay Capital. She benefits from over 20 years working experience in the industries of private equity and management consulting. Prior to joining Cathay Capital, Anne was a partner of at AGIC capital, Head of Greater China. In addition, Anne used to work in the world’s largest private equity investment and asset management firm, Carlyle Group, for more than nine years, as Investment Director of for Carlyle Asia Growth Capital. Before, Anne worked for the world’s leading management consulting company, AT Kearney. Anne holds a MBA degree from Kellogg Business School, and a bachelor degree in International Business Management from Shanghai Fudan University.

王铮是凯辉基金合伙人,她在私募股权投资及管理咨询行业拥有近 20 年的工作

经验。在加入凯辉之前,她 2015 到 2017 年之间在汉德资本担任合伙人,大中华

区业务主管。2005 年到 2014 年,她曾在在全球最大的私人股权投资与资产管理

公司凯雷投资集团工作超过九年,任凯雷亚洲增长资本团队的投资董事。此前,

在 1998 至 2005 年间,王铮女士在全球领先的管理咨询公司 AT Kearney 工作。

王铮女士拥有美国西北大学凯洛格商学院工商管理硕士学位和上海复旦大学国际

企业管理本科学位。

Mr. Philip Cui Mananing Partner

Fosun Global Tech Fund

Mr. Cui is in charge of global technology investments at Fosun Tech Innovation Center. Bio to be added.

Page 9: Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to Capital” 2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375

Reach China “from Commerce to Capital” www.reachina.com

2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375 +86 132 0226 2918

Email: [email protected] Wechat: henrys100

Ms. Angelica Anton Founder & Managing Partner

SILK Ventures U.K.-China Investments

Bio to be added.

Mr. Marco Roque Director

Emerging Markets Capital

Marco has over 7 years of international financial experience including Capital Markets, Venture Capital and Corporate Advisory and is located in Hong Kong since 2013. Before joining Emerging Markets Capital, Marco spent 5 years at Barclays. In his most recent role there, Marco was accountable for overseeing the Corporate Liability book for Barclays in Portugal. Previous to that he spearheaded Barclays Cash, Derivative and Structured Product Sales and Structuring efforts in Portugal. The main assets classes included fixed income, currencies, commodities, equities as well as proprietary indices. During this time he had the opportunity to be a speaker at Barclays organized conferences and was a contributor for Economic focused magazines and newspapers. Before moving to Barclays Marco also worked at the largest Portuguese bank - Millennium BCP - at the Private Banking Division. Having lived in 3 different continents Marco speaks multiple languages. He is fluent in English, Spanish, French and his mother tongue Portuguese, as well as a conversational Mandarin Chinese. Marco is a CFA Charter holder, holds an MBA from both Hong Kong University of Science and Technology and London Business School and is a Master in Finance from Nova School of Business and Economics in Lisbon.

Mr. Feng Xue Partner

KattenMuchinRosenman LLP

Feng Xue is head of Katten’s China practice and chief representative and managing partner of the firm’s Shanghai office. He applies his 20 years of experience representing Chinese and US investors and companies to cross-border transactions involving a variety of private equity, mergers and acquisitions, securities regulations and general corporate matters. Feng negotiates and documents the establishment of joint ventures, wholly foreign owned enterprises (WFOEs) and distribution/franchise relationships. Increasingly, his practice consists of representing Chinese companies in their acquisition and expansion efforts overseas. He sits on the boards of directors of several Chinese companies and serves as general counsel to dozens of private equity funds and technology companies doing business in China. Feng represents clients from a variety of industries, including manufacturing, venture capital, education, biotech, pharmaceuticals, hospitality and technology. He often represents US companies and investors looking to expand to China, and Chinese companies and venture capital firms looking to invest in US companies and sell to US investors. A seasoned practitioner of corporate law in the United States, Feng focuses his corporate practice on complex merger and acquisition transactions, securities offerings, middle market buyout fund acquisitions and venture capital investments.

薛峰律师是从事中美跨境法律业务领域最资深、最有经验的律师之一,薛律师主

导和参与了中美之间大量的收购和投资案例。作为跻身世界律所百强的美国凯腾

律师事务所的资深合伙人和亚太业务主席,薛律师统领全所美欧各处分所的中国

业务。薛律师在过去的十几年中代理了上千家大型跨国企业和国际知名投资基金

在华的投资、并购业务。近年来,随着中国经济的增长,顺应中国企业的“走出

去”战略,薛律师参与了大量中国企业在美国设立、并购和融资的案例,其中包

括 2005 年联想集团对 IBM 笔记本电脑业务的收购。同时,薛律师担任几十家中

资在美企业的常年法律顾问。薛律师现为美国伊利诺伊州和美国联邦法院执业律

师。

Page 10: Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to Capital” 2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375

Reach China “from Commerce to Capital” www.reachina.com

2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375 +86 132 0226 2918

Email: [email protected] Wechat: henrys100

Mr. Ben Cavender Director

China Market Research Group

Ben Cavender is a Director with The China Market Research Group (CMR), which he joined in 2006. His work at CMR focuses on consumer behavior analysis, market analysis, due diligence, retail strategy, brand positioning, and growth strategies in the China market. His role at CMR includes oversight of projects for Fortune 500 companies, SMEs, and domestic Chinese companies in the e-commerce, entertainment, fashion & apparel, food & beverage, hospitality, luxury goods, and TMT sectors seeking to expand their presence in China and abroad as well as for institutional investors and their portfolio companies. He is frequent guest on CNBC, Bloomberg TV, and the BBC and is regularly quoted in The Economist, The Wall Street Journal, BusinessWeek, and the Financial Times.

Ben Cavender 于 2006 年加入中国市场研究集团(CMR)的任董事。他在 CMR

的工作侧重于中国市场的消费者行为分析、市场分析、尽职调查、零售战略、品

牌定位和发展战略。他在 CMR 中的职责包括负责财富 500 强公司、中小企业和

国内中国公司的各类项目,领域包括电子商务、娱乐、时尚和服装、食品和饮

料、酒店、奢侈品和 TMT 领域寻求扩大在中国市场业务的项目以及海外机构投

资者及其投资公司。 他经常在 CNBC,彭博电视台和英国广播公司做客,并经常

接受“经济学人”,“华尔街日报”,“商业周刊”和“金融时报”的采访。

Page 11: Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to Capital” 2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375

Reach China “from Commerce to Capital” www.reachina.com

2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375 +86 132 0226 2918

Email: [email protected] Wechat: henrys100

Gold Sponsors

黄金赞助单位

Silver Sponsors

白银赞助单位

Support Partners

支持伙伴

Page 12: Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to Capital” 2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375

Reach China “from Commerce to Capital” www.reachina.com

2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375 +86 132 0226 2918

Email: [email protected] Wechat: henrys100

Invited Media

特邀媒体

Music Sponsor

音乐赞助

Page 13: Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to Capital” 2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375

Reach China “from Commerce to Capital” www.reachina.com

2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375 +86 132 0226 2918

Email: [email protected] Wechat: henrys100

Reputable Institutions at Our Previous Events

参加睿持中国之前活动的知名机构

Page 14: Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to Capital” 2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375

Reach China “from Commerce to Capital” www.reachina.com

2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375 +86 132 0226 2918

Email: [email protected] Wechat: henrys100

Investors

部分被邀投资机构 Partial list of over 200 Chinese institutional investors to be invited

Ally Bridge Healthcare Fund

Bank of China International (BOCI) Private Equity BAIC Capital

Beijing DingTian Investment Management Bosera Asset Management

CDH Investments China Asset Management

China Life Investments China Merchants Securities Private Equity

China Securities International China Universal Asset Management CITIC Capital Asset Management China Cinda Asset Management

China Construction Bank (CCB) International China International Capital Corporation (CICC) Private Equity

China Southern Asset Management CSOP Asset Management

Cybernaut Capital E Fund Management

Essence Securities Private Equity Everbright Private Equity

Fortune SG Fund (Asset Under Management: 150 billion USD) Fosun Group

Galaxy Asset Management GF Fund Management

Greenwoods Asset Management GGV Capital GSV Capital

Guotaijunan Securities HaiFu International Capital

Haitong International Asset Management HFT Investments

Hony Capital HSBC Global Asset Management

Hua An Fund Management Huatai-PineBridge Investments

Huatai Securities Fund Management Harvest Fund Management

IDG Capital iMeigu Capital Infinity Equity Intel Capital

Invesco Great Wall Fund Management JT Asset Management

Juntong Capital Management KaiLongRei Investments

LGT Investment Management Asia Milestone Capital Partners

New Horizon Capital Olympus Capital

Ping An Insurance (Group) Investment Management Richen Capital SAIC Capital

SAIF Partners Sailing Capital

SkyChee Ventures Softbank China Capital Management

State Development & Investment Corporation (SDIC) Fund Management Taikang Asset Management Taiping Asset Management Tencent Investment Fund

TianHong Asset Management Value Partners Group

ZZ Capital YunFeng Capital (Founded by Jack Ma, Alibaba's CEO)

Page 15: Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to Capital” 2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375

Reach China “from Commerce to Capital” www.reachina.com

2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375 +86 132 0226 2918

Email: [email protected] Wechat: henrys100

2017 China’s Outbound Investments in North America and Europe (Transaction Size that is Over USD 100 Million)

Year Month Chinese Entity Quantity in Millions Share Size Transaction Party Sector Country Region

2017 January Minmetals $350 Tourism USA North America

2017 January Sanpower $820 Valeant Other Canada North America

2017 January Dalian Wanda $960 100% Nordic Cinema Entertainment Sweden Europe

2017 January Hebei Iron $120 Metals Serbia Europe

2017 January Yonghui Superstores Co. $160 40% Daymong Worldwide Other USA North America

2017 January HNA $360 CBRE Global Real estate USA North America

2017 January Oceanwide Holdings and IDG Capital $540 100% International Data Group Technology USA North America

2017 January Zhejiang Jinke $1,050 100% Outfit7 Entertainment Slovenia Europe

2017 January Ex-Im Bank $210 100% Invitel Group Technology Hungary Europe

2017 February Midea $170 Servotronix Other Israel Europe

2017 February Fosun $310 7% Banco Comercial Portugues Finance Portugal Europe

2017 February HNA $800 3% Deutsche Bank Finance Germany Europe

2017 February Anbang $510 51% Retirement Concepts Real estate Canada North America

2017 February Three Gorges $260 49% EDP Energy Portugal Europe

2017 March Power Construction Corp $150 Energy Poland Europe

2017 March Zhonghong Zhuoye $430 21% Sea World Entertainment USA North America

2017 March Tencent Holdings $1,780 5% Tesla Transport USA North America

2017 March HNA $450 25% Old Mutual Finance USA North America

2017 March HNA $460 2% Deutsche Bank Finance Germany Europe

2017 March Sino-Europe Sports $530 Elliott Management Entertainment Italy Europe

2017 March CC Land $1,410 British Land and Oxford Properties Real estate Britain Europe

2017 March CIC $100 Airbnb Tourism USA North America

2017 March Shanghai Inesa $110 100% Konsalnet Other Poland Europe

2017 March China Railway Rolling Stock $100 Transport USA North America

2017 March HNA $580 51% Glencore Energy Switzerland Europe

2017 April Sinomach $850 Energy Finland Europe

2017 April Aier Eye Hospital $160 59% Clinica Baviera Other Spain Europe

2017 April HNA $1,360 16% Dufry Tourism Switzerland Europe

2017 April HNA $10,380 CIT Group Transport USA North America

2017 April AVIC $110 Transport Canada North America

2017 May HNA $1,600 70% 245 Park Avenue Real estate USA North America

2017 May HNA $230 74% C-Quadrat Investment Finance Austria Europe

2017 May HNA $1,360 5% Deutsche Bank Finance Germany Europe

2017 May HNA $370 4% Dufry Tourism Switzerland Europe

2017 May Zhengzhou Coal, Rennaisance Capital $600 Robert Bosch Transport Germany Europe

2017 May Geely Auto $390 26% Saxo Finance Denmark Europe

2017 May China Life $900 95% Elm Tree Real estate USA North America

2017 May Beijing Kunlun $150 39% Grindr Entertainment USA North America

2017 May China Resources $190 NorthStar Realty Real estate Britain Europe

2017 May Truking Group $110 75% Romaco Other Greece Europe

2017 May Hangzhou Great Star Industrial $130 Masco Other USA North America

2017 May Minsheng $110 80% 75 Howard Real estate USA North America

2017 May Shanghai Gongbao, KaiXinRong $560 Forthnet Technology Greece Europe

2017 May State Construction Engineering $140 Real estate USA North America

2017 May Beijing Zhonghuan $1,240 Transport Germany Europe

2017 June Dalian Wanda $260 Competitor Group Entertainment USA North America

2017 June Fortune Fountain Capital $180 89% Baccarat Other France Europe

2017 June COSCO $230 51% Noatum Ports Transport Spain Europe

2017 June JD.com $400 Farfetch Other Britain Europe

2017 June China Reform Holdings, Chem China $43,060 98% Syngenta Agriculture Switzerland Europe

2017 June Guangzhou R&F Properties $600 Nine Elms Square Real estate Britain Europe

2017 June Chongqing Sokon $110 AM General Transport USA North America

2017 June Humanwell $180 30% Ritedose Other USA North America

2017 June Bank of China $230 SciClone Other USA North America

2017 July China Energy Engineering $180 75% Reliable Energy Solution Energy Britain Europe

2017 July CIC $13,790 100% Logicor Logistics Britain Europe

2017 July Sanyuan Foods, Fosun $730 Montagu Agriculture France Europe

2017 July China Eastern $440 10% Air France-KML Transport France Europe

2017 July CIC $190 16% TPG Real estate USA North America

2017 July CEFC $350 51% KMG Energy Romania Europe

2017 August Legend $1,760 90% Qatar royal family Finance Luxembourg Europe

2017 August Shenzhen Grandland $590 LIXIL Real estate Italy Europe

2017 August Lander Sports $270 80% Southampton Entertainment Britain Europe

2017 August Luxshare $770 Transport Germany Europe

2017 September Shandong Weigao $850 Argon Medical Devices Other USA North America

2017 September CIC, China Life $100 Interpark Other USA North America

2017 September Cindat $350 50% Qhotels Tourism Britain Europe

2017 September 3SBio, CITIC $290 Other Canada North America

2017 September Zhongwang $230 100% Aluminiumwerk Metals Germany Europe

2017 September Canyon Bridge $740 100% Imagination Technologies Technology Britain Europe

2017 September HNA $140 19% Rezidor Tourism Sweden Europe

2017 September Sunlon, CITIC $180 Cherry Valley Farms Agriculture Britain Europe

2017 October Western Power $460 Energy Britain Europe

2017 October Xinjiang Communications Construction $100 Transport Ukraine Europe

2017 October Shanghai Electric $210 Energy Serbia Europe

2017 October Geely Auto $320 22% Saxo Bank Finance Denmark Europe

2017 October MIE, Can-China Global Resources $360 CQ Energy Energy Canada North America

2017 October Shenzhen Energy $230 Canadian Solar Energy USA North America

2017 November Shandong Gaosu $640 Transport Bosnia Europe

2017 November Shenzhen Metro, China Railway Construction $170 Transport Israel Europe

2017 November China Communications Construction $520 Transport Serbia Europe

2017 November Tencent $2,240 12% Snapchat Entertainment USA North America

2017 November State Energy Investment $1,640 75% Copelouzos Energy Greece Europe

2017 November Tsinghua Unigroup $140 8% Dialog Semiconductor Technology Britain Europe

2017 November Primavera Capital $120 20% WorldStrides Other USA North America

2017 December Power Construction Corp $230 Energy Serbia Europe

2017 December China Resources $740 30% Dudgeon Holdings Energy Britain Europe

2017 December Tibet Summit, NextView Capital $210 Lithium X Metals Canada North America

2017 December Ping An $9,660 5% HSBC Finance Britain Europe

2017 December Dalian Wanda $210 Real estate Britain Europe

2017 December Shanghai-based consortium $360 Esaote Other Italy Europe

2017 December Tencent $800 Spotify Entertainment Sweden Europe

2017 December Geely Auto $3,270 8% Volvo Trucks Transport Sweden Europe

2017 December China Communications Construction $1,140 100% Aecon Real estate Canada North America

2017 December Shandong Ruyi $2,040 Invista Other USA North America

2017 December China Poly, Sinomach $310 51% Gacko 2 Energy Bosnia Europe

2017 December Fosun $290 BioVision Other USA North America

2017 December Shanghai Electric $140 Energy Serbia Europe

Page 16: Reach China - 上海新天地安达仕酒店...2018/05/07  · Reach China “from Commerce to Capital” 2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375

Reach China “from Commerce to Capital” www.reachina.com

2300 First Street, Suite 336, Livermore, CA 94550 Phone: +1 (925) 800 9375 +86 132 0226 2918

Email: [email protected] Wechat: henrys100

Hotel Information

酒店信息

Hotel Reservation Link:

酒店预订网址:

https://www.hyatt.com/content/propertywebsites/hotels/andaz/shaaz/en/group-booking/shaazrc052018.html

Group Discount Code (团体优惠代码): REACHCHINA

Welcome to Shanghai !