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AmCham Shanghai will hold the China Outbound Investment Forum and Exhibition on Tuesday, November 13 at the Shanghai Marriott Hotel City Centre to offer insights on recent developments relating to US-China foreign direct investments (FDI) and to provide an outlook of the future climate for China outbound investments.
上海美国商会将于2018年11月13日在上海雅居乐万豪酒店举办中国境外投资峰会&展会，旨在解析近期中美两大经济体之间直接投资流动的趋势，并对日后中国境外投资前景做出展望。
According to the Rhodium Group's report "Two-Way Street: 2018 Update" on US-China direct investment trends, China's FDI to the U.S. has experienced a steep decline since it reached the peak of $43.4 billion in 2016. The major reason is that both sides have tightened up policies regarding foreign investments. China's central government has tightened control over outbound investments and leveraged private investors, while the U.S. Government has increased investment screening by the Committee of Foreign Investment in the United States (CFIUS).
根据荣鼎集团(Rhodium Group)发布的《双行道—中美双边直接投资趋势（2018年更新）》报告中指出，中国对美的直接投资自2016年达到434亿美元的峰值之后经历了急剧下降。下降的主要原因是中美双方都收紧了各自对外投资的政策。一方面，中国政府针对境外投资和举债经营收购者加强了相关调控；另一方面，美国外资投资委员会（CFIUS）也加强了对投资的审查力度。
Investment trends are indicative of the overall policy environment. Due to strong governmental support, China's FDI to the U.S. in high-tech and transportation sectors are increasing against the backdrop of declining investments in real estate, entertainment, and consumer products and services. Nonetheless, these sectors are not entirely immune from the impact of CFIUS screening. As a result, growth has not been substantial.
投资趋势也充分体现了整体的政策环境。基于中国政府的大力支持，在房地产，娱乐，消费品和服务行业等领域的对美境外投资下降的同时，对高科技和交通运输等领域的投资正逐步攀升。然而，这些领域也无法完全免受美国外资投资委员会(CFIUS)的审查，因此这些领域的对美境外投资涨幅并不十分显著。
This Forum intends to: 1) encourage and support Chinese investment in the U.S.; 2) discuss opportunities and challenges of Chinese investment in the U.S. under current US-China trade relationship. 3) provide investment regulation updates.
本论坛目的：1）鼓励和支持中国在美国的投资;2）在当前美中贸易关系下，讨论中国在美投资的机会和挑战。3）提供投资监管更新。
*Simultaneous interpretation will be provided for the forum.
*峰会提供同声传译服务。
Who should attend?
Expected to attend are 100+ investors and local companies. The expected attendees will include:
- Local investors
- Investment advisors
- Investment Project Owner
- Local company representatives
- Investment consultants
- Real estate developers
- Investment promotion agents
- State representatives
谁将出席峰会？
预计将有100多位投资者和相关本地企业参加峰会，出席嘉宾包括：
- 当地投资者
- 投资顾问
- 投资咨询公司
- 房地产开发商
- 投资项目持有人
- 投资代理机构
- 当地公司代表
- 州政府代表
Tickets
Attendance for the event will be free of charge for investors seeking information and assistance in investing in the United States. Service providers and other non-investor attendees can purchase tickets by pre-registering HERE (link will be provided soon).
- Investors -- Free
- Service Providers -- RMB 800
门票
此次峰会将对寻求美国投资机会的投资者与协办单位工作人员免费开放。相关服务提供商和非投资者可以通过点击这里预登记购买参会入场券，购票请点击这里 (稍后我们会提供网址链接).
- 投资者 -- 免费
- 服务供应商-- RMB 800
*Definition of a service provider:
Companies that offer services and support for investing companies and individuals, including but not limited to legal, immigration, tax & accounting, appraisal, site selection services. AmCham Shanghai reserves the right for final determination of an attending company's service provider status.
*服务供应商的定义：
所有对投资公司和个人提供服务和支持的公司，包括但不仅限于法律、移民、税务和会计、评估、选址服务等， "上海美国商会" 保留对参会公司的最终决定权。
For ticket purchase, please contact Andy Xie at Tel: (86 21) 6279 7119 ext. 5697 or email andy.xie@amcham-shanghai.org
门票事宜请联系 谢卓钦 电话：(86 21) 6279-7119 分机号5697 邮箱： andy.xie@amcham-shanghai.org
Agenda
- Check-In & Networking （Exhibition of States, Service Providers and Projects 1:30 – 5:30 pm continues during whole program）
- Welcome Remarks • Kenneth Jarrett，President of the American Chamber of Commerce in Shanghai
Kenneth JARRETT
Kenneth JARRETT
President at The American Chamber of Commerce in ShanghaiKenneth Jarrett has been President of the American Chamber of Commerce in Shanghai since September 2013. Prior to that he was the Greater China Chairman for APCO Worldwide, a Washington-based public affairs consultancy from 2008 to 2013, and before that a U.S. diplomat from 1982 to 2008. During his 26-year diplomatic career, his postings included Consul General in Shanghai, Deputy Consul General in Hong Kong, and Director of Asian Affairs at the White House National Security Council. He also served in Beijing, Chengdu, Singapore, and had several assignments in Washington, DC. Mr. Jarrett has degrees from Cornell University, Yale University and the National War College.
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- Keynote Speech I – Eddie Fu, Head of Cross Border Banking, East West Bank, China
Eddie FU
Eddie FU
Head of Cross Border Banking at East West Bank, ChinaMr Fu has extensive experience in banking management and has a broad international perspective. Mr Fu has over 16 years of experience in corss-border financing, credit risk management, emerging market areas of outstanding achievements, as well as in China’s overseas M&A financing, cash management, strategic planning, business banking, and international trade financing.
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Mr Fu is currently leading the Cross Border Banking business in East West Bank China. East West Bank’s cross-border banking business provide bridge banking service to China company who is investing in US and provide global banking solution to Chinese company in both China and US. Before joining East West Bank, Mr Fu was the General Manager of the Corporate Banking Division of Wells Fargo China. Before joining Wells Fargo, Mr Fu worked for Citibank China and Citibank Singapore for nearly a decade, serving corporate banking clients ranging from foreign-invested enterprises, large state-owned enterprises and private firms.
Mr Fu has a bachelor’s degree in Finance from Shanghai Jiao Tong University. He has also earned his MBA from Fudan university.
- Keynote Speech II – Warren Clark, Partner of Grant Thornton
Warren Clark
Partner at Grant ThorntonWarren has over 25 years of U.S. and international accounting and auditing experience, including more than 13 years on location in China. From 2017 Warren is Grant Thornton LLP’s resident partner in China, where he is a technical resource for teams performing external financial statement audits in China. Warren previously led audits for both public and private clients in Detroit and Philadelphia, and was part of Grant Thornton’s National Professional Standards Group. He also led the China Business Group in the U.S. Central region. In that role, he assisted U.S. companies investing and operating in China and Chinese companies entering U.S. markets.
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From 1996 to 2008, Warren was based in Shanghai and Beijing, where he led audits of and managed client relationships across Asia Pacific based subsidiaries of some of the world’s largest companies, including those with operations in China, Korea, Thailand, India, and Australia.
His broad experience includes auditing financial statements prepared in accordance with U.S. GAAP, IFRS, and Chinese accounting standards, as well as involvement with internal control projects and due diligence reviews.
- Keynote III • Jenny Zhan, President from Good Hope USA Consulting Services, an affiliate of CreditEase
Jenny Zhan
President at Good Hope USA Consulting Services, Inc.Ms. Huimin Jenny Zhan, CFA, is the President of Good Hope USA Consulting Services, Inc. The Delaware corporation, is an affiliate of CreditEase, a China based FinTech conglomerate. She is also President, Portfolio Manager and Managing Director of CE-GH Fund Management, LLC.
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Before starting Good Hope USA and specializing in investor programs for global residence and citizenship, she was the Chief Strategy Officer at Ambow Education Holding Ltd. and has served as a senior consultant to a number of multi-national financial organizations in Asia since 2011. Prior to shifting her career focus to China, Ms. Zhan was a Portfolio Manager and Managing Director of GMO LLC from 2002 to 2011, a Boston global investment firm with expertise in managing multi-asset class strategies. At GMO, she was responsible for Greater China equity research and Emerging Market portfolio management. Prior to joining GMO, she held various software engineering and product management positions for several financial companies in the United States. Ms. Zhan earned her M.S. in Chemical Engineering from the University of Maryland.
- Coffee Break
- Panel Discussion
Paul Dwyer•Laurence He•Lili Wang•Daniel Kollar
Paul Dwyer
The head of international tax and transfer pricing practice at Dezan Shira & Associates
Laurence He
Director, Global Business Development of TMF Group
Lili Wang
CEO of Style International
Daniel Kollar
Project Director of Intralink China
- Closing Keynote • Eason Zhou, Consultant from Jones Lang LaSalle Surveyors (Shanghai) Co., Ltd.
Eason Zhou
Consultant at Jones Lang LaSalle Surveyors (Shanghai) Co., Ltd.He is currently working at JLL, Shanghai branch. He is dedicated to help Chinese citizens conduct global asset allocation along with his colleagues in Beijing, GuangZhou and 13 other branches. He provides comprehensive service from preliminary financial analysis, project purchasing decision to the completion of the purchase. He also provides one-stop service for asset leasing, management and reselling. Eason Zhou has been dedicated to help customers with high-net worth allocate their overseas assets. He is knowledgeable with management of identity, real estate investment, overseas insurance, trust funds and other financial products. He has managed and advised 100+ clients and is equipped with both a great command of theoretical knowledge and real-world experience.
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