Agenda

Day 1 - September 4

08:00 - 08:50

Breakfast & Registration

08:55 - 09:00

Opening Remarks*

Mr. Toshiyasu IIYAMA

Executive Chairman, Asia ex-Japan, Nomura Holdings; Head of China Committee

(Grand Ballroom - LG1)

09:00 - 09:50

Panel Discussion: Global economic outlook: Navigating the US-China trade war*

Moderator:

Mr. Robert SUBBARAMAN, Head of Global Macro Research, Nomura

Panelists:

Mr. Robert Cooper DENT, US Economist, Nomura

Dr. Ting LU, Chief China Economist, Nomura

Mr. Euben PARACUELLES, Chief ASEAN Economist, Nomura

Mr. Takashi MIWA, Chief Japan Economist, Nomura

(Grand Ballroom - LG1)

10:00 - 10:50

Presentation: The Chinese economy in 2019-20: Headwinds and challenges*

Dr. Ting LU, Chief China Economist, Nomura

(Grand Ballroom - LG1)

10:50 - 11:00

Morning Refreshments

(Grand Ballroom - LG 1)

11:00 - 11:50

Panel Discussion: China's digital ads: When will the light at the end of tunnel appear | The future of manufacturing – sustainable practices*

- Panel Discussion: China's digital ads: When will the light at the end of tunnel appear -

Panelists:

Mr. Jie ZHAO, President, Miaozhen Systems

Mr. Mark XIE, Co-Founder & COO,  IPinYou
Ms. Maggie WANG, President, AdMaster

Moderator:

Mr. Jialong SHI, Head of China Internet & New Media Equity Research, Nomura

(Oriental I)

- Panel Discussion: The future of manufacturing – sustainable practices* -

Panelists:

Mr. Benjamin CAVENDER, Managing Director, China Market Research Group  
Dr. Chang LIU, Deputy Head of School of Economics, Professor in International Economics, University of Nottingham Ningbo China

Moderator:

Ms. Emily LEE, Senior Analyst, HK/China Consumer Research, Nomura

(Oriental II)

12:00 - 13:20

Lunch Keynote Address: China economic outlook

Moderator:

Dr. Ting LU, Chief China Economist, Nomura

Speaker:

Mr. Levin ZHU, Former CEO of China International Capital Corporation (CICC)  

(Grand Ballroom - LG1)

13:30 - 14:20

Presentation: The G7 takeaway*

- Presentation: The G7 takeaway* - 


Speaker:
Professor Hugo DOBSON, Professor of Japan's International Relations, Head of Department University of Sheffield 
 
Moderator:
Mr. Jim MCCAFFERTY, Joint Head of APAC Equity Research, Nomura

(Oriental II)

14:30 - 15:20

Presentation: The opportunities from pension reform in China and lessons from Japan* | Panel Discussion: Asia USD bond market outlook

 - Presentation: The opportunities from pension reform in China and lessons from Japan* - 


Panelists:
Ms. Akiko NOMURA, Analyst, Pension Schemes, Asset Management Industry, Securities Regulation, Nomura Institute of Capital Markets Research  
Professor Bingwen ZHENG, Director, General Centre for International Social Security Studies at Chinese Academy of Social Sciences (CISS, CASS)

Moderator: 
Mr. Shengbo TANG, Head of Hong Kong and China financials research, Nomura

(Oriental I)

 - Panel Discussion: Asia USD bond market outlook  - 


Panelists:
Ms. Yolanda YE, Fixed Income Portfolio Manager, China Life Franklin Asset Management 
Mr. Kenny WU, Head of Credit Research, BFAM Partners (Hong Kong)
Dr. Ting LU, Chief China Economist, Nomura 

Moderator: 
Ms. Corrinne TEO, Head of Credit Sales, Asia ex-Japan, Nomura

(Oriental II)

15:20 - 15:30

Afternoon Refreshments

15:30 - 16:20

Panel Discussion: China capital market trends | Presentation: China FX and fixed income strategy*

 - Panel Discussion: China capital market trends - 


Panelists:
Mr. Ge CHEN, CEO, Fullgoal Asset Management co., Ltd,
Mr. Henry WU, General Manager, NAM Shanghai
Mr. Xiaoqing XU, Chief Economist, Dunhe Fund Management Company
Mr. Yuemin ZHUANG, Chairman,  AEON Insurance Asset Management Co., Ltd

Moderator: 
Dr. Ting GAO, Managing Director, Nomura Orient International Securities Co., Ltd. 

(Oriental I)

 - Presentation: China FX and fixed income strategy* - 


Speakers:

Mr. Craig CHAN, Head of Global FX Strategy, Nomura

Mr. Albert LEUNG, Northeast Asia Rates Strategist, Nomura

(Oriental II)

16:30 - 17:20

Analyst Session: China discretionary consumption* | 4Q19 Greater China Tech outlook*

- Analyst Session: China discretionary consumption* - 

Mr. Benjamin LO, Head of Hong Kong equity research; Head of China autos and Hong Kong conglomerates/utilities research, Nomura
Mr. Joseph WONG, Analyst, EV, Autos & Auto Parts / Consumer-related, Nomura
Ms. Emily LEE, Senior Analyst, HK/China Consumer Research, Nomura

(Oriental I)

- Analyst Session: 4Q19 Greater China Tech outlook* - 


Ms. Anne LEE, Analyst, Technology (Hardware) - Greater China, Nomura
Mr. Aaron JENG, Head of Taiwan Equity Research, Nomura
Mr. Donnie TENG, Analyst, Greater China Semiconductor & Technology Research, Nomura

(Oriental II)

 

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* Open to media

 

Day 2 - September 5

08:00 - 08:50

Breakfast & Registration

09:00 - 09:50

Fireside Chat: The Dragon vs the Tiger: China and India in the global economy*

Dr. Ting LU, Chief China Economist, Nomura

Ms. Sonal VARMA, India and Asia ex-Japan Chief Economist, Nomura

(Grand Ballroom - LG1)

10:00 - 10:50

Keynote Address: China-US Relations: Making it work*

Moderator: 
Mr. Ting LU, Chief China Economist, Nomura 

Speaker:
Mr. Yongtu LONG, Former Vice Minister of Commerce, China; Chief Negotiator of China's WTO accession in 2001;  Former Secretary General, Boao Forum for Asia 

(Grand Ballroom - LG1)

10:50 - 11:00

Morning Refreshments

(Grand Ballroom - LG 1)

11:00 - 11:50

Analyst Session: Lessons from the US – Software and Internet* | Panel Discussion: Meat substitution & Alternative foods*

- Analyst Session: Lessons from the US – Software and Internet* -

Speaker: 
Mr. Christopher EBERLE, US Software, Nomura Instinet
Mr. Jialong SHI, Head of China Internet & New Media Equity Research, Nomura 
Mr. Mark KELLEY, U.S. Technology, Internet, Media & Telecom (TIMT), Nomura Instinet

(Oriental I)

- Panel Discussion: Meat substitution & Alternative foods* -

Speaker: 
Ms. Vivian CHANG, Founder, MissGreen Taipei
Mr. ChiChi HUNG, Co-Founder, Zhen Meat
Ms. Eve SAMYUKTHA, Founder, Vegans of Shanghai
Mr. Qi Yu ZHOU, Brand Manager, Whole Perfect Food

Moderator: 
Ms. Hanna MAO, Community Lead, Vegans of Shanghai

(Oriental II)

12:00 - 13:20

Lunch Keynote Address: The other half of macroeconomics and the fate of free trade*

Mr. Richard KOO, Chief Economist, Nomura Research Institute

(Grand Ballroom - LG1)

13:30 - 14:20

Presentation: L4 autonomous driving technology | China's FMCG Market*

 - Presentation: L4 autonomous driving technology - 

Speaker: 
Mr. Qing LU, CFO, President & Co-founder, WeRide

Moderator
Mr. Benjamin LO, Head of Hong Kong equity research; Head of China autos and Hong Kong Conglomerates/Utilities Research, Nomura

(Oriental I)

- Presentation: China's FMCG Market* - 

Speaker: 
Mr. Liang SONG, Senior China's Dairy Expert

Moderator: 
Ms. Sandy SHAO, Analyst, HK/China Consumer, Nomura

(Oriental II)

14:30 - 15:20

Panel Discussion: China's healthcare revolution: Biotech | Presentation: Global tourism - Travelling around the world

 - Panel Discussion: China's healthcare revolution: Biotech - 

Panelists:
Dr. Wei (William) CAO, Founder, Chairman and CEO,  Gracell Biotechnologies Group
Dr. Lu HUANG, Managing Director,  Morningside Ventures
Dr. Jun MAO, Founder and Chairwoman, Viva Ventures Biotech

Moderator:
Mr. Vijay P KARWAL, Nomura Head of Healthcare Investment Banking, Asia ex-Japan

(Oriental I)

 - Presentation: Global tourism - Travelling around the world - 

Speaker: 
Mr. Jim QIAN, Senior Vice President of Fosun Chairman, Executive Director and CEO of Fosun Tourism & Commercial Group

Ms. Sophia ZHUANG, Deputy CEO & General Manager, Investor Relations, Fosun Tourism & Commercial Group

Moderator:
Ms. Emily LEE, Senior Analyst, HK/China Consumer Research, Nomura

(Oriental II)

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* Open to media

 
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General Inquiries 年会综合咨询

Cynthia Tsoi

+852 2252 1442

cynthia.tsoi@nomura.com

Corporate Meetings 一对一和小组讨论


Ariel Choi

+852 2252 2332

ariel.choi@nomura.com

Pre-event Tours 走访活动

Mary Lai

+852 2252 2066

mary.lai@nomura.com

Forum Venue 年会地点

Mandarin Oriental Pudong

1111 Pudong Road (S),

Pudong, Shanghai

China.

上海浦东文华东方酒店

​中国上海浦东新区浦东南路111号

+86 (21) 2082 9888

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