China: Insights and Opportunities

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China: Insights and Opportunities www.conference board.org/whartonfellows July 6 10, 2010 Master Class Shanghai, People s Republic of China Hotel: Jin Mao Tower, 88 Century Avenue Pudong New Area, Shanghai, China 200121 +86 21 5049 1234 Shanghai.grand@hyatt.com Academic Director: Jerry Wind Co-Program Director: Don Greene Program Coordinator: Jonathan Yankelewitz Co-Program Director: Franni Lundy Vice President, Councils: Lorrie Foster Tuesday, July 6 10:00 4:00 PM Optional pre-meeting visit to Expo 2010 Shanghai 6:00 6:30 PM Registration and Reception Piano Bar, Level 53 6:30 7:00 PM Introduction Professor Jerry Wind, The Wharton School 7:00 8:00 PM Dinner Piano Bar, Level 53 8:00 9:00 PM Panel Discussion on Changing Environment and Culture Bill Adams, Economist, China Center For Economics & Business, The Conference Board Yu Yang, China Chief Representative Mario Mazzocca, General Manager, PRETTL Electric Shanghai Co, Ltc. Mamak Chiron-Mirfakhrrejaei, Managing Director, Fives Engineering Jack Lin, Executive Vice President, China Assets Investment Management Ltd.

Wednesday, July 7 7:30 8:30 AM Breakfast and project work at hotel 8:30 AM Departure from hotel lobby 9:00 11:00 AM Visit to Shanghai Magnetic Train Mr. Xu Zibin, DGM, SH Magnetic Train 2520 Longyang Road, Pudong, Shanghai 11:30 12:30 PM The Siemens Perspective Dr. Fanchen Meng, Vice President and Regional General Manager, Siemens 7~11F, China Marine Tower, No.1 Pudong Avenue, Shanghai 1:30 4:00 PM Guided Visit Through Expo 2010 and the Urban Planning Exhibit Pavilion 4:00 5:30 PM Expo Panel Discussion at Coca-Cola Pavilion Jian Ming, Director, Shanghai Pudong Sanlin Expo Committee Xu Wei, Director, Shanghai Expo Bureau Chen Qiyu, President, Shanghai Fortune Industrial Joint Stock Co. Ltd. David Tan, General Manager, Operations Unit, Coca Cola China Industries 5:30 PM Travel to CEIBS 6:30 7:30 PM Reception/Dinner with Chinese Executives at China European International Business School (CEIBS) 699 Hongfeng Road, Pudong, Shanghai 7:30 9:00 PM Negotiations: Insights and Guidelines Lorne Cousins, Communications Consulting 9:00 PM Return to Hotel Thursday, July 8 7:00 8:00 AM Breakfast and project work at hotel 8:00 AM Departure from hotel lobby to Li&Fung Group 2000 Yishan Lu, Minhang District, Shanghai 9:00 11:00 AM Li&Fung Group Briefing: Trading, Logistics, and Retail Eden Woon, Managing Director, Li&Fung Group, China

Dominic Gates, Managing Director of Logistics, China, IDS Li&Fung Auditorium 11:00 11:30 AM Tour of Li&Fung Trading Offices and Showroom 11:30 12:30 PM China as the factory of the World, Sourcing Strategy Steve Gettleman, Managing Director, MSC Industrial Li&Fung Auditorium 12:30 1:30 PM Lunch (provided by Li&Fung) and Travel 1:30 3:00 PM China as a R&D and Innovation Engine Mark Goyens, President, Bekaert Asia, Group Vice President 4:00 5:00 PM China s Emerging Financial Markets Richard Fairbairn Young, Senior Executive Vice President, Chief Operating Officer, Sino-Australian International Trust 5:00 6:00 PM Reflection 6:00 7:00 PM Dinner at JG Nougatine, Jean Georges restaurant, Three on the Bund 7:00 9:00 PM Panel Discussion On Doing Business in China Friday, July 9 Maggie Wang, General Manager, Maersk (China) Shipping Col, Ltd. Michael Lu, Managing Director, Bright Show International, Ltd Ben Ge, Attorney at Law/Partner, Zhonglun Law Firm Charles WM Chan, Director of Projects, Executive Director of Dalian Tiandi, Shui On Development Limited Sanjay Verma, Chief Executive Officer Asia Pacific, Cushman and Wakefield 7:30 8:30 AM Breakfast and project work at hotel 8:30 AM Meet in hotel for bus transportation 9:15 12:00 PM China as a Market Ding Lei, President, SH GM & GM China 1500 Shenjiang Road 1:00 2:30 PM Growth Strategies: M&A vs Organic Growth Marcus Thompson, Chief Investment Officer, Managing Director, HSBC

Private Equity (Asia) Limited Wiewen Han, Bain and Company (location to be confirmed) 2:45 4:15 PM Building Organizations for Success Marcus Thompson, Chief Investment Officer, Managing Director, HSBC Private Equity (Asia) Limited Wiewen Han, Bain and Company (location to be confirmed) 4:30 6:00 PM Investing in Chinese Businesses Ching-Shan Lin, Managing Partner, Telligent Group 6:00 6:30 PM Reflections Professor Jerry Wind, The Wharton School 6:30 PM Free Evening Saturday, July 10 6:00 7:00 AM Breakfast at hotel 7:00 AM Departure from hotel lobby to Suzhou Industrial Park (project work on bus) 9:00 11:00 AM Samsung, Suzhou Industrial Park Xiao Yang (Grant) Zhou, Vice President and General Manager, Online Marketing Team, China, Samsung Electronics 501 Suhong East Road, Suzhou, Jiangsu, China 11:00 2:00 PM Panasonic* or Touchstone International Medical Science Co., Ltd* 2:00 3:30 PM Suzhou Industrial Park Administrative Committee Briefing Xiandai Building 999 Xiandai Avenue, Suzhou Industrial Park Jiangsu Province 3:30 PM Travel and Reflection 5:30 6:30 PM Li & Fung Retail Outlet Visits: Toys R Us, Store Manager: Mr. Zhou Cerutti 1881, Shift Leader: Mr. Lu K&C, Store Manager: Mr. Mao Hosted by Francis Ping, Luxi Salmon Grant Gateway Shopping Mall, Xujiahui

8:00 10:00 PM Closing Dinner and Project Presentation Crystal Ballroom 1, level 2 Upcoming Meetings: October 8 12, 2010 Jerusalem and Tel Aviv, Israel This Conference Board meeting is held under the Chatham House Rule: Participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed.