Registration

Keynote Address US-China Economic Friction: Technology Not Trade

Dr Shaun Roache, Chief Economist, Asia-Pacific, S&P Global Ratings

• Why the US-China dispute is more about technology than trade
• Why it’s not just the US and China—many other countries have stakes in this dispute
• What US-China friction could mean for global technology supply chains
• Why technology is so important for China’s rebalancing and deleveraging

Panel Discussion: Big Data And AI Panel

Presentation: Challenges of building AI in financial context
Jason Tu, Co-Founder and CEO, MioTech

Moderator: Peter Wittmann, Head of M&A, TUS International

Seth Huang, Director, AI Applications Research Center, Huawei Technologies

Jason Tu, Co-Founder and CEO, MioTech

• Where are New Business Opportunities Emerging as AI Takes Off?
• Where are we in Gartner’s “Hype Cycle” of development that identifies emerging technologies that will blur the lines between humans and machines?
• Have we taken a reality check, or are expectations still exceeding what is possible?
• What areas are likely to be most affected and disrupted by AI as new start-ups continue to take hold?
• Are vast amounts of data the secret to success with AI? If so, can China’s data advantage enable it to topple U.S. dominance in the tech sector?
• How are other regions/countries evolving in this race?
• What strategies should investors consider to capitalize on AI, in addition to investing in Start-ups?

Panel Discussion: M&A And IPO Panel

Presentation: Clement Ma, Senior Director, S&P Global Market Intelligence

Moderator: Robert Woll, Partner, Mayer Brown LLP, Hong Kong

Emily Kwong, Managing Director, CLSA Limited

Eugene Tan, Co-Head of Investment Banking, Shanxi Securities International

Elizabeth Wang, Head, Rothschild & Co

• What Will the Landscape Look Like Going Forward?
• To what degree is your organization embracing AI?
• What were the most surprising developments from your perspective as the U.S. targeted China for a trade war?
• Have companies adjusted to the new environment and will become more decisive on M&A and investments, or is there a general hesitation now?
• We saw a drop in M&A activity last year, but IPOs are happening. How will the M&A and IPO landscape shape up going forward?
• How has the recent drop in tech stocks affected the appetite for new IPOs in this area?

Coffee Break

Panel Discussion: Investment Panel

Presentation: Edwin Chan, Director, S&P Global Market Intelligence

Moderator: Shiv Dalvie, Founder, Cotton Tree Management Limited

Jim Hildebrandt, Managing Director, Bain Capital, Hong Kong

Gabriel Li, Managing Partner & Investment Committee Member, Orchid Asia Group

• Digging Deep on AI to Inform Decision-Making
• Is your industry affected by AI or Big Data in any way?
• Do you see the AI market being overcrowded as new companies form and discuss machine learning, natural language processing, neural networks, and more?
• How do you judge the complexities of AI as you evaluate opportunities? What are the most important criteria you consider?
• Have recent political changes affected your investment thesis or strategies in any way, or caused you to adopt a more conservative approach?
• To what extent is Big Data and AI a theme in your deals? Do you look for AI companies and, if so, where and why?

End Of Forum