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Monday March 27, 2017

08:00

Continental Breakfast

Foyer to Ballroom

9:00 - 9:15

Plenary Session
Ballroom 1, 2 & 3

Welcome Address

Tidjane Thiam
Chief Executive Officer, Credit Suisse

9:15 - 11:00

Panel
How are economic, monetary and fiscal policies being deployed around the world to ensure sustainable growth – and can they succeed?

Glenn Hubbard
Dean and Russell L. Carson Professor of Finance and Economics, Columbia Business School; former Chairman, White House Council of Economic Advisors under George W. Bush (2001-2003)

John B. Taylor
Professor of Economics, Stanford University; Senior Fellow in Economics, Hoover Institution

Fan Jianping
Research Fellow, State Information Centre, China

11:00 - 11:30

Coffee Break

Stream 1:
Ballroom 1

Stream 2:
Ballroom 2

Stream 3:
Ballroom 3

Stream 4:
Chatham Room Level 7

11:30 - 12:20

Hong Kong Exchanges & Clearing Ltd [388 HK]

Charles Li
CEO
Hong Kong/ Financials

Panel
Can the new political leadership in China succeed?

Professor Jing Huang
Lee Foundation Professor on US-China Relations and Director of Centre on Asia and Globalization at the Lee Kuan Yew School of Public Policy, Singapore

Dr. Qiang Wu
Independent Political Commentator and Former Lecturer of Department of Political Science, Tsinghua University

Housing Development Finance Corp [HDFC IN]

Presentation 

Keki Mistry
Vice Chairman and CEO
India/ Financials

Thailand and Philippines - a dearth of stock picks

Presentation 

Dan Fineman
Head of Thailand Research, Philippines and Vietnam Strategy
Credit Suisse

12:30 - 13:50

Luncheon Keynote Address
Past, present and future – reflections on American monetary policy

Session Overview 

Ballroom, Island Shangri-La

Dennis P. Lockhart
Former US Federal Open Market Committee and former President and CEO, Federal Reserve Bank of Atlanta

Stream 1:
Ballroom 1

Stream 2:
Ballroom 2

Stream 3:
Ballroom 3

Stream 4:
Chatham Room Level 7

14:00 - 14:50

JD.com [JD US]

Sidney Huang
CFO
China/ Internet

Panel
National interest - can China implement policies that will transform its economy?

Fan Jianping
Research Fellow, State Information Centre, China

Xiao Geng
Professor of Practice in Finance and Public Policy, The University of Hong Kong

India - a house under renovation

Presentation 

Neelkanth Mishra
India Equity Strategist
Credit Suisse

HOLT macro overview - markets priced for perfection

Michel Lerner
Global Co-Head of HOLT
Credit Suisse

Felix Rusli
Head of HOLT, APAC
Credit Suisse

15:00 - 15:50

Weibo [WB US]

Herman Yu
CFO
China/ Internet

What does the future hold for Hong Kong?

Session Overview 

Paul Chan Mo-po, GBS, MH, JP
Financial Secretary, The Government of the Hong Kong Special Administrative Region

Panel
2 Billion Untapped Customers: Fintech and the Future of (Micro-) Finance

Ganesh Rengaswamy
Co-Founder and Partner, Quona Capital

Ron Hose
Co-founder and CEO, coins.ph

Asia financials - bullish for the first time in five years. Does the rally have legs?

Presentation 

Sanjay Jain
Head of Asian Banks Research
Credit Suisse

16:00 - 16:50

New Oriental Education & Technology Group [EDU US]

Stephen Yang
CFO
China/ Education

Sharpening your forecasting skills

Session Overview 

Presentation 

Michael Mauboussin
Managing Director and Head of Global Financial Strategies
Credit Suisse

Panel
Too big to ignore – what is the best way to invest in China?

Melissa Guzy
Co-founder and Managing Partner, Arbor Ventures

Joseph Zeng
Partner and Head, Hong Kong Office, Greenwoods Asset Management

Helen Zhu
Managing Director, Head of China Equities, BlackRock

Regional powers strive for industry dominance

Presentation > 

Randy Abrams
Head of Taiwan Research and Regional Semiconductors
Credit Suisse

Presentation > 

Keon Han
Head of Korea Research and Korea Technology
Credit Suisse

17:00 - 17:50

58.com

Hao Zhou
CFO
China/ Internet

The future of the EU post Brexit – what now?

Session Overview

The Rt Hon Sir John Major KG CH
Former Prime Minister, United Kingdom; Senior Advisor, Credit Suisse 

The future of the EU post Brexit – what now?

Session Overview

The Rt Hon Sir John Major KG CH
Former Prime Minister, United Kingdom; Senior Advisor, Credit Suisse

18:00 - 21:00

The 20th Annual Asian Investment Conference - Cocktail Drinks

 Ballroom, Island Shangri-La

Pagination

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