Zero2IPO statistics show that investment increased rapidly in the first half of 2010 and the market has also exhibited signs of overheating. How will the second half year fare?
How shall VC institutions meet excessive capital demands and what are the investment priorities in 2010?
GPs are encountered with entirely different worlds in fundraising, how to gear up for the next round of competition?
China's VC/PE industry has reached a critical point in its development, featuring opportunities for explosive growth of the industry itself on the one hand and overall structural transformation on the other. How are GPs expected to deal with the situation?
How will the newly-unveiled policies such as "Opinions on Further Optimizing Usage of Foreign Capital" and the "New 36" affect the equity investment industry? What are the views on economic development trend?
Moderator: Danny Lui, Zero2IPO Group, Vice President
Speakers: Hao Chen, Legend Capital, Managing Director Haitao Jin, Shenzhen Capital Group Co. Ltd, Chairman Zhou Liu, Shenzhen Fortune Venture Capital Co., Ltd., Founding Partner, Chairman Hugo Shong, IDG Capital, Founding General Partner Andrew Y. Yan, SAIF Partners, Managing Partner
Is it possible for the PE industry to step out of a slump after experiencing negative growth in both fundraising and investment in 2009?
How to adjust and optimize fundraising and investment strategies under new circumstances?
Exploration into market valuation and exit mechanism in the post-economic crisis era.
How the GPs will consider all the pros and cons brought by the RMB funds established by Foreign PEs?
Along with the establishment of large-scale industrial funds with the financial support from state assets, what will the pattern and prospects of Chinese PE market look like in the future ten years?
Speakers:
Eric I. Chan, JP Morgan Asset Management, Managing Director Lei Cai, Jiuding Capital, Partner Jing Huang, Bain Capital, Managing Director Vincent Huang, Pantheon Venture, Partner Mary Ma, TPG Growth, Managing Director and Partner in China Liping Qiu, Milestone Capital, Co-founder and Managing Director
The medical care and health field has witnessed relatively rapid growth recently. What are the highlights in this field?
With the advancement of the medical care reform, what kind of investment opportunities there will be in the country's basic medicine system, medical care service, public health service and medical security industries bring?
With the acceleration of medical care reform in the rural areas, what kind of industry consolidation and investment opportunities will appear in this field?
What is the status quo of the industries of medical equipments and medical information? Is it possible for private capital to have a larger share of the market?
The health service industry has picked up steam and attracted investment. How much room is left for future market expansion?
Speakers: Xiaolin Xu, CCB International Wealth Management Limited, General Manager
Ning Cong, Orchid Asia Group Management, Limited, Investment Director Baoyu Ding, Shenzhen Cowin Venture Capital Co., Ltd., Managing Director, Partner Peter Hua, SB China Venture Capital (SBCVC), Managing Partner Rebecca Lin, Fidelity Asia Ventures, Principal/Beijing Office Chief Representative
Yimin Zimmerer, Walden International, Managing Director
In 2009, a total of US$448.00M was poured into clean energy industry by equity investment institutions via 28 investments, most of which took place in solar energy sector, i.e. 13 deals. Against this backdrop, whether the investment boom in the clean energy industry can continue in the days to come?
2009 saw 19 investment deals in environment protection industry, which amounted to US$85.76M, including13 by local investment institutions and five by the foreign. How are local and foreign institutions supposed to view investment in the environmental protection sector?
Wind power has been on a par with solar energy sectors in domestic investment, while the solar energy sector is preferred by the foreign. How to identify the divergences between the investment strategies held by Chinese and overseas investment institutions?
Waste treatment plays a pivotal role in environmental protection. From 2007 to 2009, equity investment institutions closed 12 deals in waste treatment sector, accounting for 63.0% of the total number of deals in the environmental protection sector. In 2009, frequent investment was reported in enterprises related to waste treatment, and the number of deals went up sharply comparing with the last two years. What are the views on the investment trend in this sector? The domestic institutions are not so into the investment of the environmental protection sector and mainly focus on the liquid and solid waste. How are they going to explore the investment area?
Low-carbon economy has been closely watched, is there any other segments worth investors' attention?
Moderator: Shelby Chen, Tsing Capital, Partner Speakers: Dong Chen, Eco-Made, CEO Melissa Guzy, VantagePoint Venture Partners, Managing Director and Group Leader of Emerging Markets-Asia Hope Chen, DFJ China, Partner & Head of DFJ China Tony Kwan, Intel Capital, Director
The total retails sales of consumer goods reached RMB12 trillion in 2009 and is expected to hit RMB15 trillion in 2010. What kinds of investment opportunities are hidden behind the huge market?
Food & restaurant industry has received increasing investment, what is the explanation?
The retail sales of China's food & restaurant industry is expected to reach RMB2 trillion in 2010, posting double-digit growth for 18 consecutive years. What are the essential factors for companies to grasp opportunities and achieve success?
Chinese apparel industry has witnessed fast development in recent years and it is moving towards a leading position in the world. How to grasp the investment opportunities amid the industrial transformation?
What are the investment opportunities in the second-tier and third- tier cities as the apparel industry moves downwards in the brand building and sales channel expansion?
Speakers: David Hong, KTB Investments, Partner of China Team Lixin Li, Northern Light Venture Capital, Venture Partner Tao Sun, Actis Capital LLP, Director Chuan Thor, Highland Capital Partners, Managing Director Ian Goh, Matrix, Partner Kui Zhou, Sequoia Capital China, Partner
Is it a good time for USD fund managers to raise RMB funds or RMB fund managers to raise USD funds?
RMB funds made leaps forward to take the lead in fundraising in 2009. How long will it take to overtake the USD funds? What kind of implications will it have on future VC/PE market?
International PE's strategy in China: Is RMB fund an important step to seize an upper hand in Chinese market? How to compete and coexist with local funds?
Will the rapid rising of RMB funds, will it trigger new bubbles or cause supervision problems?
What kind of policy limitations have to be overcame for further development of RMB funds?
Speakers: Wei Chen, Shenzhen Oriental Fortune Capital CO., LTD, Chairman York Chen, iD TechVentures Ltd., President & Managing General Partner Liang Dong, Jiangsu Govtor Ventures Management Company, Executive Vice President Jun Zhao, DT Capital Partners, Partner Zhu Fang, Shenzhen Leaguer Venture Capital Co., Ltd, Managing Director
Shenzhen Venture Capital Association, Vice President
10:00-10:20
Keynote Speech
Yixuan Wang, Shenzhen Stock Exchange Research Institute, Chief Researcher
Capital Market Research Institute, Secretary General
Some new stocks on the ChiNext market have dipped below issue price after the market expanded, so what is the likely trend? Is it possible to maintain quality of enterprises set on the ChiNext market?
The implications of ChiNext market on market liquidity and how to control the exit strategy of VC/PE funds?
Is it possible for ChiNext market to become a springboard for RMB funds to surpass USD fund? For foreign VC, how to claim a share on the ChiNext market? Further discussion on the feasibility of entering into the market.
Comparison of advantages and disadvantages between China's ChiNext market and other exit markets.
Is the positioning of ChiNext market clear enough and how to maintain its continuous and stable development?
Moderator: Charles Feng, PricewaterhouseCoopers Beijing Office, Office Lead Partner
The necessity of government direct funding when participate in the equity investment.
The means of government funding.
Examine the location of government funding functions.
Government supports in equity investment by the means of tax, laws and policies.
Moderator: Shouren Wang, Shenzhen Venture Capital Association, Secretary-General Director Speaker: Li Gao, Suzhou Industrial Park Technology Development Co.ltd, Vice general manager
What are the highlights in investment in E-commerce industry? What kind of opportunities the combination between E-commerce, consumer goods, and apparel industries will bring in terms of industry consolidation and investment?
What are the key factors behind the rapid growth of E-commerce industry? What are the views on the competition and cooperation between on-line and traditional sales channels?
What is the possible development trend in terms of category and geographical location of the products sold? What are the views on the increasingly intense homogeneous sales competition?
What are the views on investment opportunities in E-commerce-related fields such as information management, logistics and payment sectors?
What kind of E-commerce enterprises are likely to attract the attention of venture capital? How to grasp the keys to success in corporate operation?
Speakers: Xiaodong Jiang, NEA, NEA Partner, Managing Director Duane Kuang, Qiming Venture Partners, Founder & Managing Director Bill Li, Walden International, Managing Director Hurst Lin, DCM, General Partner Lisa Lo, The CID Group, Managing Director Sonny Wu, GSR Ventures, Managing Director David Yuan, Redpoint Ventures, Partner and head of China
With the development of 3G business applications, users of wireless Internet has increased sharply and the popularization of intelligent mobile phones, portable terminals and application stores also fueled the fast growth of the wireless application market. What are the highlights in investment in this field?
There are 160 million wireless Internet readers in China, which amounts to a market scale of RMB3B. What are the views on the growing product homogenization and increasingly fierce competition for copyright as well as other issues?
As the online game products become more varied and the mobile game makers build up their marketing efforts, mobile games have entered a period of rapid development. What kind of online game enterprises are likely to attract investors' attention?
What are investors' views on the development of other segments, such as mobile video, mobile safety, SNS and payment? To wait and see or increase the investment?
Speakers: Ron Cao, Lightspeed Venture Partners, Managing Director Gang (Mike) Ding, BlueRun Ventures, Investment Director George Li, CMHJ Partners, Managing Partner Richard Liu, Morningside Ventures, Managing Director Hongyi Zhou, Qihoo 360, Chairman and CEO Jian H. Zhu, JAFCO Asia (China), Managing Director, Co-Head of China (South)
With the integration of three telecommunication networks, the fields for two-way entry of broadcasting and telecommunication have been identified, which is good news for the media & entertainment industry. What are the investment opportunities and hot spots amid the network integration?
China's film market recorded a box office of RMB6.029B in 2009, with Chinese movies accounting for 56.6% of it. What are views on VC investment in the film industry? Is the film & TV industry excessively pursued?
Film production has entered a "vertical" era and online game-makers have become deeply involved. Does "vertical" means two-way entry or one-way participation?
Development of online video industry has entered a new era, with copyrighted resources as a prerequisite for its development. What are investment institutions' views on the model of "charge + free"?
Moderator: Huiming Zeng, SARFT.NET
Speakers: Yu Gong, QIYI.com, CEO Alvin Liu, A8 Music Group Limited, Executive Director Lv Gong Yi, Chengdu B-ray Media Co., Ltd, Director & General Manager Joan Wang, SIG Asia Investment, Partner
