July 9, 2009 Morning (Thursday)

Early Morning Networking Break

Conference Registration

Keynote speech  Better Communication Between GP and LP
Gary L.Bridge, Horsley Bridge Partners, Managing Director

• What has VC's experience been in China in the past ten years? What does the experience mean for the next ten years? And what trends and opportunities may arise?
• According to the data issued by Zero2IPO research center, investment amount plummeted over 70% in Q1'09. How long will the VC investment winter last?
• As China VC leaders, how do you find the future trends of Chinese economy? How to adjust the investment strategies?
• VC investment in Chinese mainland has been increasingly featured with PE elements. How to distinguish VC from PE in China?
  

  Moderator: Danny Lui, Zero2IPO Group, Vice Chairman
  
  Hao Chen, Legend Capital, Managing Director & Head of Investment
  Feng Deng, Northern Light Venture Capital, Founding Managing Director
  Hugo Shong, IDG Capital, Founding General Partner
  Andrew Y. Yan, SAIF Partners, Managing Partner
  David Zhang, Matrix Partners China, Founding Managing Partner  
  Kui Zhou, Sequoia Capital China, Partner

10:35-11:35

Session 2: PE session：Investment Adjustment and Strategy Streamlining in New Conditions

• What implications does the global financial crisis have on Chinese PE market? And how to adapt them?
• For government-sponsored PEs, bulks of emerging private PEs, foreign PEs and Sino-foreign PE joint ventures, what strengths and weaknesses do them each have? How will the competition pattern evolve?
• Will domestic and overseas listed Chinese companies become magnet for PE investors?
• With A share market evaluation marching upward, is it still opportunistic for PE investors investing in public companies?
  

  Moderator: Jing Huang, Bain Capital, Managing Director

  Lim Meng Ann, Actis, Partner & Regional Head (China & SE Asia)
  John Sun, New Horizon Capital, Executive Director
  Frank K. Tang, FountainVest Partners, Managing Partner & CEO
  Jeffrey Zeng, Kaixin Investment, Founding Managing Partner

Business Luncheon-- Sponsored by IntraLinks Inc
Remarks: Thomas So, IntraLinks Inc, Sales Director

July 9, 2009 Afternoon (Thursday)

Session 3: Managing through the downturn

• How should PEs manage and monitor their investments during economic downturn?
• What are the challenges faced by portfolio companies during economic recession?
• What are the opportunities in the downturn?
  

  Moderator: Charles Feng, PwC, Beijing Office Lead Partner

  Michael Chow, JAFCO Asia (China), Managing Director & Co-Head of China (North)
  David Hong, KTB Investments, Partner of China Team
  Franki Lai, Net Movie Limited, CFO
  Chuan Thor, Highland Capital Partners, Managing Director
  Songling Yu, Oriental Cambridge Education Group, Chairman
  Joe Zhou, Keytone Ventures, Founder & Managing Partner

Session 4: "Doing Well by Doing Good©": Opportunities, Risks and Strategies in the Cleantech Revolution*(Sponsored by Tsing Capital)

• Cleantech is touted as the safe haven within the global financial turmoil. What are special about the opportunities and risks in this industry?
• On the expanding list of cleantech areas such as renewable energy, energy efficiency, sustainable transportation, green building, waste management, new materials and sustainable agriculture etc., which one(s) will emerge as the winner(s)?
• With current status and trends in mind, what understanding, challenges and prospects will the global cleantech industry bring to its Chinese counterpart?
• What are the key differences in initiating and building a startup between cleantech and other industries such as TMT?
  

  Moderator : Don Ye, Tsing Capital, Founder and Managing Partner
  
  Nicholas Parker, Cleantech Group LLC, Executive Chairman
  Roman Shaw, DT Capital Partners, Founding Partner
  David Wu, Net Power Technology Company, Founder and CEO
  Shiwen Wang, Enviroinvest, Chief Editor
  Xinghua Wang, ET Solar Group Corporation, Chairman
  Xi Yang, Draper Fisher Jurvetson, Vice President
  
  *"Doing Well by Doing Good©" is a copyright of Tsing Capital

Session 5: What Opportunities Will the Promulgation of New Medical Reform Plan Bring to VC/PEs in the Healthcare Sector?

• The new medical reform plan has put forward four key reform aspects, including policy on national basic drugs, medical service, public health service, and medical security. RMB850B will be invested in three years. In terms of specific policies, what investment opportunities will be released?
• What are the strategies and tactics for biopharmaceutical companies with expansion in domestic demand overseas market? Can M&A bring strong companies?
• Where is the opportunity hidden in the medical device market?
• How about the status quo and future growth room of health service industry?
  

  Moderator: Alan Song, SB China Venture Capital (SBCVC), Managing Partner

  Min Cui, Bay City Capital, Principal
  Bill Li, Walden International, Managing Director
  Zhi Yang, BioVeda China Fund, Founder, Chairman and Managing Partner
  Xitang Ying, Beijing Chemclin Biotech Co.,Ltd.,
                        Juridical Person and Chief Executive Officer
  Lee Zhang, iKang Guobin Healthcare Group, Chairman & CEO

Session 6: How Will VC/PEs Win a Pie in the 3G-era RMB400B Gold Rush?

• Carriers will invest RMB400B in 3G layout in the future three years. In what way will VC/PEs garner a pie in the large-scale investment?
• Big 3 carriers are going all out to win the 3G Battle. Will the tense competition be good for overall development of wireless application-based enterprises?
• In 3G era, what business model will be well received in Mobile-internet era?
• What is the current status of global TMT industry, how will it trend and how can investors capture the new growth points?
  

  Moderator: Duane Kuang, Qiming Venture Partners, Founder & Managing Director

  Huang Li, Orchid Asia Group Management, Limited, Investment Director
  Alvin Sun, GGV Capital, Partner
  Jui Tan, BlueRun Ventures, Partner
  David Yuan, Redpoint Ventures, Partner and head of China

Session 7: GEB: Chinese-style NASDAQ or Small-sized SME Board?

• How to find a proper positioning for GEB: Chinese-style NASDAQ or small-sized SME Board?
• What effects will GEB have on the choices of exit markets for both domestic and foreign VC/PE firms?
• To what effect will it reach the readjusted effectiveness of the original exit market pattern?
• What impacts will the launching of GEB give on the market development pattern of domestic and foreign VC firms?
  

  Moderator: Wei Chen, Shenzhen Oriental Fortune Capital CO., LTD, Chairman

  York Chen, iD TechVentures Ltd., President & Managing General Partner
  Richard Hsu, Intel Capital China, Managing Director
  Zhenwei Lu, China Merchants Technology Holdings Co., Ltd, General Manager
  Sean Peng, WI Harper Group, Managing Director
  Nengguang Wang, Legend Capital, Managing Director, CFO

Keynote speech Foreign VCs investment in China's industries and enterprises
Yixuan Wang, Shenzhen Stock Exchange Research Institute, Chief Researcher
                           Capital Market Research Institute, Secretary General

Session 8: The role of M&A in 2009 exit strategies

• Presently, IPO market has been closed. M&A becomes a major exit option. In the current economic downturn, what kinds of enterprises will play the role of buyers in the market?
• What changes did happen when sellers sought for buyers in 2008? How have buyers managed to gain maximum benefits during M&A process?
• Will industrial M&A funds become hot in the context of the urgent demand on updating Chinese industrial structure?
• On overseas markets, industrial M&A funds have grown mature. Who will occupy Chinese industrial M&A market, domestic funds or foreign giants?
  

  Moderator: Daniel R. Quon, SVB Global, Managing Director-Asia
  
  William Chen, DT Capital Partners, Partner
  Xiaodong Jiang, NEA China, NEA Partner, Managing Director of NEA China
  Hurst Lin, DCM, General Partner
  Benson Tam, Fidelity Asia Ventures, Partner
  Yongqi Zhang, Global Education and Technology Group, President
                              Global IELTS School, President

Session 9: Raising and Challenge of RMB Funds

• How is the development of RMB funds influencing China VC market? According to statistics of Zero2IPO research center, RMB funds have always been the mainstream of newly raised funds on China VC market during 2008 and Q12009.
• What is the relationship between the growing foreign-funded RMB funds and the newly launched GEB?
• Given the immature domestic LP market, how will LPs and GPs successfully form a partnership in the process of the fund-raising of RMB funds?
• How will RMB funds grow big and strong?
  
  

  Moderator: Bing Xiao, Fortune VC, Managing Partner and the Executive President

  Baoyu Ding, Shenzhen Cowin Venture Capital Co., Ltd, Partner
  Liang Dong, Jiangsu Govtor Ventures Management Company, Executive Vice President
  Fei Luo, GPCP, Chairman, Managing Director & General Manager
                  IER Venture Capital, General Manager
  Pingao Wang, Shanghai Venture Capital Co., Ltd., President
  Jia Yu, Tianjin Binhai New Area Venture Capital Guiding Fund, Investment General Manager

Session 10: Key Points of Perfect Combination of Enterprises and VC Investors

• What companies are PEs and VCs favorite in the new economic conditions?
• How will capital help companies grow? And how will companies improve team building and brand value?
• How do VCs deal with the emergencies in the changing market? How will VCs and entrepreneurs build a sound relationship based on trust and cooperation?
• When VCs become buyers of the market, how will growth enterprises prove that they can grow robustly once economy recovers?
  

  Moderator : Yimin Zimmerer, Walden International, Managing Director

  Xin Feng, Beijing Baofeng Inc., CEO
  Yan Huang, CDH Venture, General Partner
  Lisa Lo, The CID Group, Partner
                  CID Venture Management & Consulting (Beijing), Ltd.,
                  Managing Director
  Joe Lee, iPanel. TV Inc., Vice President
  Daniel Yang, SAIF Partners, Partner

Keynote Speech
Kathy Xu, Capital Today Group, Managing Partner