APIC 2010 Agenda
24th June 2010, Thursday
Main Forum (9:00am-12:30am)
Topic: Sure Growth in Uncertain Market
9:00-9:10
Organizer’s welcome speech:
David Shan Chairman, YUBO Group (09:00-09:05)
Stanley K.K Chan Managing Director, Stanley & Partners (09:05-09:10)
9:10-10:40
Topic 1: Trend and forecast of global and China’s economy in 2010 (09:10-09:40)
Topic 2: Prospects on Monetary Market and Real Estate Industry Financing Under New Economic Situation (09:40-10:10)
Panel discussion: Dialogue among Experts, Investors and Developers (10:10-10:40)
Topic: How will monetary policies guide investors and developers in consolidation period of China’s real estate market
Invited Guests:
Lee Miller     Editor-in-chief, Asian-Pacific, Bloomberg News
Zhou Qiren     Member of Monetary Policy Committee of Central Bank of China
Ba Shusong    Deputy Director, State Council Development Research Institute of Finance
Ha Jiming     Chief Economist, China International Capital Corporation
Zhong Wei     Head of Finance Research Center of Beijing Normal University
Ma Jun       Chief Economist, Deutsche Bank Greater China Region
Zhang Huagang   President, Gemdale Group
10:40-10:50
Tea break
10:50-12:20
Topic 3: RMB FUND−new cooperation pattern between real estate enterprises and financing (10:50-11:20)
Topic 4: Analysis on current Chinese real estate market and innovative strategies for real estate enterprises
Panel discussion: Dialogue among Experts, Investors and Developers (11:50-12:20)
Topic: Forecast of China’s real estate market trends and prospects in 2010
Speakers:
Stanley K.K Chan  Managing Director, Stanley & Partners
Hua Wei      Head of Real Estate Department of East China Normal University Business School
Zhang Yuliang    Chairman, Greenland Group
Chai Zhikun    Chairman, Tenhong Real Estate
Lu Keng      Chairman, Haier Real Estate
Wang Tianye    CEO, Central China Real Estate Limited
Fan Xiaochong   Deputy General Manager, Sunshine100 Real Estate Group
Tan Huajie     Secretary of board, China Vanke Co., Ltd
Wang Zhenhua  Chairman, Jiangsu Xincheng Industrial Group Co., Ltd
Chen Junyu     Director, Credit Suisse (Hong Kong) Ltd.
Jason Tan      Chief Investment Officer of Chia Tai Group
Fang Fang     Managing Director, JP Morgan China
Gan Meilan     Founding Partner & Investment Director, Prax Capital
Foley Cheung    Director, Tian An China Investments
12:20-13:40
1. APIC2010 VIP luncheon                             (Jin Mao Tower)                                          
2. Welcome luncheon                                     (4F, Shanghai World Financial Center)
Sub-forum 1:
Growth and Financing Innovation
14:00-16:30
Topic 1: Solution to legal and policy problems in the establishment of REITs
Topic 2: How shall investment banks act in China’s real estate market under the global monetary tightening
Topic 3: Investment strategies for banks, insurance companies and funds in real estate industry
14:00 - 14:30
Speakers:
Wang Baoan            Chief Supervisor, ZhongRong International Trust Co., Ltd
Tian Ming                  Chairman of Shilang Group
Wang Jun                 President, Beijing Runpeng Real Estate
Liu Tingjun               Chairman, Landmark Taikang
Jason Tan                Chief Investment Officer, Chia Tai Group
Gan Meilan               Founding Partner & Investment Director, Prax Capital
Tang Minhui             Senior Director, Asia Real Estate & Gaming Department, Deutsche Bank
Liang Hong              Chief Economist of Goldman Sachs
15:30-15:45
Tea Break
16:30-17:30
Project Recommendation
Sub-Forum 2:
Investing China & Investing in Future
Morderator: Stanley K.K. Chan, Managing Director of Stanley & Partners
14:00-16:30

Topic 1: (1) Analysis of diversified financing methods for China’s real estate companies industry and prospects
                     on RMB fund
               (2) Successful cases study

Topic 2: (1) How to develop better investment environment in urban areas and attract high-quality investors as
                     well as developers
(2) Introduction of hot investment areas
Invited Guests:
Chen Yongdong                Deputy Managing Director, Stanley & Partners (China)
Chai Zhikun                        Chairman, Tenhong Real Estate
Liu Haozhi                           Chairman, of Aetops Capital Asia
Yao Wei                               CIO of Ireland Fortune Holdings (China) Co., Ltd
Gui Guojie                           General Manager, Shanghai Cred Real Estate Stock Co., Ltd
Zeng Zhifeng                      Executive Chairman, Shanghai Huali Group
Zhao Hanzhong                 General Manager, Gemdale Group (Shanghai)
Lian Zhongquan                Chairman, Credit Suisse Group Greater China Region
Liu Qi                                    General Manager, Expo Asset Management
Dong Yumei                        Department Head, Beijing Central Business District
Xiang Yong                           Head of Chengdu Jinniu Investment Office
15:30-15:45
Tea Break
18:30-21:00
□APIC2010 Celebrity party
Venue:  Shanghai Yacht Club      Activity: chamber music + buffet + Wine Taste
25th June 2010, Friday
Sub Forum 1:

9:00-10:20
Seminar 1: Shadows and Prospect in refinancing—Capital Market: when will the market window be opened again and where to go?
               Ø Explaining Refinancing—how will refinancing break through? How shall real estate companies face new market conditions and industry environment for survival and development
               Ø Capital for Real Estate: how shall banks balance in making collection and loan
               Ø Experiences of additional issuance of corporate bond. In 2009, real estate companies enjoyed good performance in IPOs in Hongkong – how about 2010?
Speakers:
Daniel Ling                  CFA Director, Listings, Singapore Exchange Limited
Han Bin                        Deputy Special Representative for Shanghai, Hong Kong Stock Exchange
Xu Guangxun               Chief Representative of NASDAQ China
Tang Junhao               Partner of Ernst & Young Global Ltd
Qiao Wenjun               Partner, Zhong lun Law Firm Shanghai Office
Chen Jiahua               CFO of Fanhai Real Estate
Xu Jiajun                      Secretary of board, Gemdale Group
Yang Hongwei            Executive President, CCB International
Zhong Donglin            CEO, Huitong Capital
Zuo Xiaolei                   Chief Economist of China Galaxy Securities
10:20-10:30
Tea Break
10:30-12:00

Seminar 2: Powerful Rescue-the way to working capital in China: trust and PE Breakthrough
How to innovate financing pattern for Real Estate companies when banks and capital market’s funds are no longer easy. How to find more valuable projects?

Real Estate PE: seeding and ripening

○Relying on abundant private funds, private equity developed rapidly. Will it be a useful financing tool for the real estate industry?
○In 2010, news of property financing strategies from Gemdale Group, Haier Real Estate, Green Town, forte and other real estate companies are revealed. How to interpret their action of entering capital operation and even act as investors?
○What can the difficulties private equity met teach investors?
○Breakthroughs in trust: innovative ways of trust under the new real estate policy
Speakers:
Wang Baoan                  Chief Supervisor, ZhongRong International Trust Co., Ltd
Wang Jiening                 President, Union Trust
Cui Yuqing                      Director, Department of Policy & Regulations of China Banking Regulatory Commission
Zhao Hanzhong             General Manager, Gemdale Group (Shanghai)
Wang Tianye                   CEO & Executive Director, Central China Real Estate Limited
Chai Zhikun                     Chairman, Tenhong Real Estate
Fan Xiaochong               Deputy General Manager, Sunshine100 Real Estate Group
Tan Huajie                      Secretary of board, China Vanke Co., Ltd
Wang Zhenhua               Chairman of Board, Jiangsu Xincheng Industrial Group Co., Ltd
Dong Weihai                   Managing Director, Forte Group
Zhao Liang                      Deputy General Manager, Blue Ray Drink & Food Co., Ltd, Strategic Investment Department
Zheng Xiaojun                 Chairman, Greenfield Capital Group

Sub Forum 2:
Investment Vision and Opportunities

9:00-12:00
Topics: Investment opportunities and strategies in commercial real estate, tourism-related real estate
Ø Investment in tourism real estate: portfolio innovations and legal conflicts
Ø Commercial real estate: innovations in investment and financing models
Ø Successful projects of investment in commercial real estate home and abroad
Ø Analysis of new investment trend among China’s real estate companies into overseas real estate market
Speakers:
Gao Dafeng                       CEO, Shanghai Highvision Asset Management
Shi Shibin                           Vice President, JiaHe Holding Group
Huang Liangsheng          Chairman, Maria Management Co., Ltd., Singapore
Zhou Luohua                     Vice President, institute of Shanghai University, Real Estate College
Deng Wenjie                     Managing Director, AIG Global Real Estate Investment (Asia) L.L.C.
Yu Yang                              Director & Chief Representative, Grosvenor Management & Investment Co.,Ltd, Shanghai
Chen Xiaoyuan                 Managing Director, CITIC Capital
Foley Cheung                   Director, Tian An China Investments Co., Ltd
Chen Ming                         Executive Director, GP Morgan
Lin Huizhang                     President, ARA Asset Management Co., Ltd
Lu Hao                               Chairman, Excellence Group
10:20-10:30
Tea Break
14:00-17:00

APIC 2010 Golf Championship
Venue: Bin hai Golf

Admission: 30-50 persons