December 6-8, 2017: Guangzhou, People's Republic of China

2017 Agenda

Conference Tracks

Innovation Revolution

The Future of Globalization

21st-century Leadership

Sustainable Development

PROGRAM OVERVIEW
Openness and Innovation: Shaping the Global Economy

THE FORTUNE GLOBAL FORUM will focus on the key issues facing multinational companies at a crucial time of change in China and the global economy. With unprecedented speed, a new innovation revolution is building in the digital era. Industries are being transformed by breakthroughs in artificial intelligence, biotechnology, drones, robotics, the Internet of Things, autonomous vehicles, nanotechnology, 3-D printing, and other fields. Lives on every continent will be improved…and disrupted. Entire industries will become smarter…and potentially less secure. At the same time, globalization—long taken for granted—is being challenged by a backlash against trade and immigration in many parts of the world.

These forces are colliding to produce complex challenges for today’s global business leaders. This year’s Fortune Global Forum will explore these trends, both in China and throughout the world, providing clarity for decision-makers as they seek more opportunity, with less risk, in the emerging innovation revolution. Nowhere in the world will this revolution be more profoundly felt than in China–with its new and burgeoning middle class, accelerating urbanization, and expanding digital technologies.

From manufacturing and health care to mobility and finance, we’ll explore global competitive advantage in the age of technology as well as the critical role corporate leadership plays in building more inclusive economies. Throughout our discussions, we’ll highlight how openness and innovation—in China and beyond—are primary forces in guiding economic development, leading to prosperity and progress.

Wednesday, December 6, 2017

8:30 AM–11:30 AM GUANGZHOU BUSINESS TOURS

Visit leading-edge business operations that are leveraging the power of Guangzhou’s advanced infrastructure and innovation hubs.

10:00 AM–11:30 AM SPECIAL ROUNDTABLE DISCUSSIONS

THE FUTURE OF GLOBAL FINANCE
As a new world economic order takes shape, global financial services must adjust to meet the demands of a rapidly changing marketplace, one influenced by the tides of economic nationalism in the West and rapid middle-class growth in the East. Once dominated by the U.S. and Europe, our global financial system is now heavily influenced by emerging market economies like China. Accompanying these geopolitical, economic, and social changes is a surge in digitization and technological innovation that is giving way to new platforms and more agile and accessible consumer services. Blockchain technology is emerging as a building block for business and financial tracking. Peer-to-peer lending is on the rise. Artificial intelligence and machine-learning techniques are driving increased efficiencies and enabling new capabilities for financial institutions. However, unlocking the potential of these technologies may not be without risks or challenges: regulatory frameworks are being challenged and many emerging markets have introduced controls against capital inflows and outflows. And, despite being more connected than ever before, 2 billion people worldwide remain financially excluded. How can the global financial system evolve to meet the needs of the underserved while addressing other critical needs?  How will the acceleration of technology, shifting customer preferences, and an evolving regulatory landscape impact the design and delivery of financial services?
Hosted by Guangzhou Yuexiu Holding

Zhang Zhaoxing, Chairman, Guangzhou Yuexiu Holding
Hans-Paul Bürkner, Chairman, The Boston Consulting Group
Stuart Gulliver, Group CEO, HSBC Holdings
Justin Yifu Lin, Dean, National School of Development, Peking University; Former Chief Economist, World Bank
Ngozi Okonjo-Iweala, Former Finance Minister of Nigeria; Former Managing Director, World Bank; Chair, Gavi, the Vaccine Alliance
Additional speakers to be announced
Moderator: Geoff Colvin, Senior Editor at Large, Fortune

THE FUTURE OF MOBILITY
Digitization, automation, and new business models have revolutionized the business of transporting people and goods inside China and about in the world. Other factors in this revolution include the urgent imperative to make cities more livable, with lower congestion and cleaner air, the enormous potential for autonomous cars and trucks, innovative approaches to subway systems and buses, and rising consumer interest in car sharing and bike sharing. A new ground transportation ecosystem is emerging. We’ll explore the significant implications of these changes for the way people live and work, as well as the business disruptions and opportunities that are emerging.
Hosted by Guangzhou Automobile Group

Zeng Qinghong, Chairman, Guangzhou Automobile Group
Michael Dunne, President, Dunne Automotive
William Li, Founder and Chairman, NIO
Yasuhide Mizuno, Chief Operating Officer, China, Honda Motor Co.
Additional speakers to be announced

THE FUTURE OF HEALTH CARE
The convergence of innovations across sectors—from digital connectivity to big data to artificial intelligence and biotech—is revolutionizing medicine. Will China, with the world’s fastest-growing health care market, emerge as the epicenter of this transformation? President Xi Jinping has declared health care a national priority for his fast-aging population, and a number of Western companies are already developing cutting-edge health technologies in locations such as Guangzhou. Rapidly emerging technologies combined with deep learning are allowing doctors to prevent, detect, and treat chronic diseases such as cancer and diabetes. As providers focus on improving patient engagement and delivering precision health, how can global companies help shift the focus from managing disease to achieving wellness? We’ll look at the innovations most likely to transform global health care and wellness, with a special eye toward technologies propelling China into new frontiers.
Hosted by Guangzhou Pharmaceutical Holdings

Li Chuyuan, Chairman, Guangzhou Pharmaceutical Holdings
Joe Almeida, Chairman and CEO, Baxter International
Alex Gorsky, Chairman and CEO, Johnson & Johnson
Li Yinuo, Director, China Program, Bill & Melinda Gates Foundation
Stefano Pessina, Executive Vice Chairman and CEO, Walgreens Boots Alliance
Frans van Houten, Chairman and CEO, Royal Philips
Moderator: Clifton Leaf, Editor-in-Chief, Fortune

11:45 AM–1:10 PM LUNCH

1:30 PM WELCOME

1:40 PM–2:25 PM OPENNESS AND INNOVATION: SHAPING THE GLOBAL ECONOMY

An innovation revolution is taking hold across the globe, even as open markets come under strain and economic nationalism is on the rise. Who will be the winners in this new economic order? How will warped-speed transformations in technology—across sectors—alter the terms of strategic planning, whether you’re headquartered in China, the U.S., Europe, or beyond? How should global business leaders position their companies to prosper in a dynamic, but uncertain, future? This conversation will set the stage for our discussions ahead, laying the foundation for understanding today’s most critical global forces.

Natarajan Chandrasekaran, Chairman, Tata Sons
Alex Gorsky, Chairman and CEO, Johnson & Johnson
Jean-Pascal Tricoire, Chairman and CEO, Schneider Electric
Yang Yuanqing, Chairman and CEO, Lenovo
Moderator: Adam Lashinsky, Executive Editor, Fortune and Co-chair, Fortune Global Forum

2:25 PM–2:55 PM SESSION TO BE ANNOUNCED

2:55 PM–3:15 PM DRIVING INNOVATION

The chairman of one of the world’s largest and oldest automobile companies discusses innovation, the future of mobility, and opportunities for growth in China, the world’s largest automobile market.

William Ford Jr., Executive Chairman, Ford Motor Company
Interviewer: Alan Murray, President, Fortune, and Chief Content Officer, Time Inc.

3:15 PM–3:45 PM GLOBALIZATION AT A CROSSROADS: COMPETING IN A NEW AGE

Protectionism is on the rise. Around the world, popular tastes—in everything from food to pop culture—turn inward toward community. How do global companies become more local, building products where they are sold, being more attuned to indigenous tastes and talent? As China moves from being an adapter to a driver of globalization, how are China’s global companies faring as they expand in markets as divergent as Europe and Africa? How are Western firms shifting their global footprints, including those inside the world’s second-largest economy? How can companies respond to local traits of key demographics, like millennials or retirees? What formulas are working in this new global age?

Victor Fung, Honorary Chairman, Li & Fung
Denise Morrison, President and CEO, Campbell Soup Company
Frans van Houten, Chairman and CEO, Royal Philips
Moderator: Nina Easton, Co-chair, Fortune Global Forum and Chair, Fortune Most Powerful Women International

3:45 PM–4:15 PM NEW FRONTIERS

No business leader on the planet better represents the future of commerce, entrepreneurship, and sustainability than Jack Ma. From English teacher to Chinese e-commerce titan to global commercial spokesman, Ma shares his thoughts on what’s next for China and the world.

Jack Ma, Founder and Executive Chairman, Alibaba Group
Interviewer: Alan Murray, Fortune and Time Inc.

5:30 PM–6:15 PM SPECIAL ADDRESS

6:15 PM TRANSPORTATION TO OPENING NIGHT RECEPTION AND DINNER

7:00 PM–10:00 PM GALA RECEPTION, DINNER AND ENTERTAINMENT

Location: Sun Yat Sen Memorial Hall

Thursday, December 7, 2017

7:00 AM–8:15 AM BREAKFAST ROUNDTABLE

GOING GLOBAL STRATEGIES: CROSS-BORDER MERGERS, PARTNERSHIPS, AND ORGANIC GROWTH
Finding success in the global marketplace can be daunting, especially for companies in the early stages of considering whether to convert their business from domestic to international. Once the decision is made, there are numerous avenues—from licensing and ecommerce to direct investment, joint ventures, and mergers—to consider in the pursuit of international expansion and growth. How can companies continue to think globally but act locally in the markets they are trying to reach? In this session, we’ll hear from business leaders on the challenges and opportunities for any company looking to tap into new markets.
Hosted by Midea

Yousef Al-Benyan, Vice Chairman and CEO, Saudi Basic Industries
Paul Fang, Chairman and CEO, Midea
Erik Fyrwald, Chief Executive Officer, Syngenta International
Ken Hu, Deputy Chairman and Rotating CEO, Huawei Technologies
Liu Jiren, Chairman and CEO, Neusoft
Denise Morrison, President and CEO, Campbell Soup Company
Moderator: Geoff Colvin, Fortune

GREEN CHINA: DESIGNING SUSTAINABLE URBAN COMMUNITIES
As China moves toward creating more sustainable cities and transitioning to a low-carbon economy, green design and sustainable building practices are becoming more prominent and more paramount. Today, China is the world’s largest green building market. From residential spaces and commercial hubs to retail complexes and parks, green design has contributed to cleaner environments and stronger, more vibrant communities. This session will bring together experts and executives at the forefront of China’s push for greener and cleaner urbanization, with a focus on opportunities for global business in China’s green building sector.

Speakers to be announced

8:30 AM–8:55 AM MADE IN CHINA

The founder and chairman of the world’s largest contract electronics manufacturer discusses high tech investment, plans for global expansion and the future of manufacturing.

Terry Gou, Founder and Chairman, Foxconn
Interviewer: Adam Lashinsky, Fortune

8:55 AM–9:25 AM CHINA’S ECONOMIC OUTLOOK

In nearly four decades, China has shifted from a centrally planned to a market-based economy that is the second-largest in the world. Over the next five years, this nation alone will import
US $8 trillion worth of goods, attract $600 billion of foreign investment, make $750 billion in outbound investment, and send Chinese tourists on 700 million overseas visits. With long-term growth and sustainability in mind, China is now making a critical shift from an investment-driven model to an economic structure boosted by consumer spending. From creating trade initiatives and economic zones to lifting millions from poverty and driving innovation, China’s actions have the potential to shape the course of global business for years to come. Leading global and Chinese experts share important outcomes from the recent convening of the 19th National Congress and what they mean for business leaders looking to grow and capitalize on China’s new demographics.

Wei Sun Christianson, Co-CEO, Asia Pacific, and China CEO, Morgan Stanley
Zhu Min, President, National Institute of Financial Research
Additional speakers to be announced
Moderator: Clay Chandler, Co-chair, Fortune Global Forum and Executive Editor, International, Time Inc.

9:25 AM–9:55 AM WINNING IN CHINA

Slow growth, barriers to market entry, regulatory hurdles, and rising labor costs—these are all concerns facing global businesses looking to invest and grow in China and around the world. It is clear that for companies to succeed here, innovation and differentiation are key—along with making operations more efficient and tapping the right talent and strategies to win. This new reality is no different for companies with a long history in China or those just entering the marketplace. How are global companies navigating this playing field and what is the right formula for success?

Carlos Brito, Chief Executive Officer, Anheuser-Busch InBev
Rachel Duan, President and CEO, GE Greater China and GE Healthcare China, GE
Stuart Gulliver, Group Chief Executive Officer, HSBC Holdings plc
Moderator: Alan Murray, Fortune and Time Inc.

9:55 AM–10:20 AM REFRESHMENT BREAK

10:20 AM–10:40 AM FORTUNE GLOBAL 1: THE WORLD’S BIGGEST COMPANY LOOKS AHEAD

At #1 on Fortune’s Global 500 list, the world’s largest private employer and revenue generator has 11,000 stores in 28 countries. The chairman of Wal-Mart discusses the future of retail, sustainability, and how the company is transforming to serve customers in China and beyond.

Greg Penner, Chairman, Wal-Mart Stores
Interviewer: Clifton Leaf, Fortune

10:40 AM–11:10 AM GLOBAL TRADE: SEIZING NEW OPPORTUNITIES

After three decades of rapid world economic integration, the signs point to a period of retreat, as a far-flung political backlash against trade and immigration combines with slowing flows of goods and finance across borders. While China—the world’s largest trading nation—faces its own challenges on open trade and investment, Europe’s global trade zone is fracturing and the U.S. is weighing whether to punish importers. Is this a temporary setback or should business prepare for a long-term reversal? What will trade and capital flows look like in the coming years? How will the U.S. decision to scrap the Trans-Pacific Partnership affect trade across Asia? As China looks to remake global trade, how will its One Belt One Road plan boost economies across Europe and Asia? We will explore emerging geopolitical forces and potential opportunities, as well as risks, for global businesses.

Penny Pritzker, Former U.S. Secretary of Commerce; Chairman, PSP Capital Partners
Additional speakers to be announced
Moderator: Nina Easton, Fortune

11:10 AM–11:45 AM CONNECTED ECONOMY: PLATFORMS FOR GROWTH

From the gig economy to the sharing economy, digital platforms have brought mobile devices and “Internet of things” technology together as never before, creating a brand new economy as a result. For Chinese consumers, Internet platforms govern all aspects of daily life, from social interactions to services and purchases. How are these new platforms upending established business models, blurring the lines between industries and companies, and cultivating a new generation of consumers? What can we expect from them in the future? What new platforms are on the horizon and where should savvy investors place their bets?

Nathan Blecharczyk, Co-founder and Chief Strategy Officer, Airbnb
Dai Wei, Founder and CEO, Ofo
Hans Tung, Managing Partner, GGV Capital
Additional speakers to be announced
Moderator: Adam Lashinsky, Fortune

11:45 AM–11:55 AM BREAK

11:55 AM–12:55 PM CONCURRENT SESSIONS

CEO Leadership: Building Winning Companies
What will a great 21st-century company look like and what will it take to lead one? In a world driven by social media, global CEOs find themselves under the glare of an increasingly hot spotlight, beholden to shareholders and to consumers who can instantly express their likes and dislikes via the click of a button. Automation and machine learning are revolutionizing the business landscape, and today’s CEOs are tasked with paving the way forward. How can executives drive innovation, create winning corporate cultures, and navigate all the changes that come with a fast-paced, consumer and tech-driven world? Three CEOs join us to share personal stories and insights on how to lead successful companies in an era of unprecedented disruption.

China’s Sharing Economy
The sharing economy is reshaping the global business landscape and influencing the daily life of billions. At the epicenter of this transformation is China, where more than half the population is involved in the sector, either as a provider or a consumer. Transactions exceeded US $500 billion last year, with an annual growth rate of more than 100%. China’s State Information Center estimates that by 2020, the sharing economy will account for 10% of China’s overall economic output. We’ll hear from leaders of some of the most influential Chinese businesses in this space, all of which are using “sharing” methods to influence the economy and reinvent what is possible in a cashless business ecosystem.

Artificial Intelligence and the Future of Business
Around the world, machine learning, automation, and robotics are already business as usual. Every industry, from manufacturing and health care to banking and transportation, is being disrupted by artificial intelligence technology. As chat bots, robo advisers, and robotic surgeons spill onto the scene, what skills will the future banker or doctor need to stay relevant? How can business leaders stay ahead of the curve and successfully incorporate AI into their future strategies? How will AI impact our bottom lines and what will the future of business look like as AI continues to influence the workplace and everyday life?

One Belt One Road: Reshaping Global Trade
China’s One Belt One Road strategy promises to boost international trade, bridge a global infrastructure gap, and stimulate massive economic growth across Asia and beyond. Once complete, the road will connect more than 65 countries (across Europe, Asia, and Africa), accounting for half the world’s population and a third of global GDP. How will the initiative shore up business investment and commerce along the Belt? What benefits are countries already seeing from this project and what new innovations could emerge as a result of this connected road? We’ll take a closer look at the plans for One Belt and Road and how it could transform global business and trade.

Future Cities: Mayors Forum on Governance and Innovation
By 2050, it is projected that 66% of the world’s population will live in cities. Around the world, municipal governments are harnessing new technologies to accommodate booming populations and improve the quality of life for urban dwellers. With the help of big data and increased connectivity, cities are undergoing unprecedented transformation. Innovation in governance has become key to building “smart” cities and solving problems brought on by rapid urbanization, including land and environmental degradation. This special Forum brings together global mayors to discuss solutions for urban development and share how smarter cities can spur economic growth and innovation.
Hosted by The City of Guangzhou

1:05 PM–2:15 PM NETWORKING LUNCH

1:05 PM–2:15 PM LUNCH DISCUSSION

GREENING THE GLOBE: FUNDING THE LOW-CARBON TRANSITION
The 2015 Paris Agreement provided political impetus for a global assault on climate change and its impacts. Since then, governments, businesses, and investors worldwide have started to act to increase climate resilience and help limit the global temperature increase. A transition to a low-carbon economy is now inevitable, but this transition comes at a cost, and many of the countries and companies under the greatest threat from climate change lack the means to pay for it. China and Chinese companies are at the forefront of regional and global climate adaptation through green investment, government-backed pilot schemes, and the Belt & Road strategy. What lessons can global investors derive from China’s experience, what opportunities does it present, and what more needs to happen to finance the low-carbon transition?
Hosted by HSBC

Speakers to be announced

2:05 PM–3:20 PM FREE TRADE ZONES: OPPORTUNITIES AND IMPACT

In an effort to promote a more open economy and accelerate reforms, China established pilot Free Trade Zones (FTZs) that provide lower thresholds for setting up new companies, have fewer restrictions on capital flows, and offer more market access to foreign investors. Today, there are a total of 11 FTZs in China, 7 of which were announced earlier this year. As the world’s second-largest economy looks to increase its share in the global trading market, how will these FTZs improve cross-border trade and foster new innovation? What are the challenges and opportunities for CEOs looking to do business in these zones and what reforms are needed to increase the flow of investment?
Hosted by the City of Guangzhou

Speakers to be announced

2:15 PM–2:25 PM BREAK

2:25 PM–3:25 PM CONCURRENT SESSIONS

Made In China: Innovation Showcase
From starting new trends in mobility and health care to integrating new technologies into appliances and entertainment, products are not just “made in China” anymore but are designed and incubated in China as well. A hotbed of new and emerging companies in China—complimented by a growing middle class eager to get their hands on what’s “new” and what’s “next”—has propelled the country into the front seat of global innovation. Entrepreneurs from Chinese companies at the forefront of this dynamic shift will join us to share their insights—and showcase their innovations—as we look ahead to what this country’s entrepreneurship could bring the world in the next few years.

Global Fintech Outlook
Around the world, fintech is revolutionizing the financial services space and disrupting traditional banking as we know it. On average, fintech adoption among consumers who use payment services has more than doubled, from 16% in 2015 to 33% in 2017. Investors are pouring billions into the industry, transforming financial services across the board: from lending and retail banking to wealth management and insurance. Explosive growth in “insurtech” is revamping the insurance industry, robo-advisers are upending the wealth management sector, and blockchain technology is gaining prominence. As China emerges as a world leader in fintech, how will businesses, big and small, evolve? What promises could the future of fintech hold and how can it be used as a force for economic globalization?

China’s New Consumer Class
By 2022, China’s middle-class population is projected to exceed 550 million. As Chinese consumers gain more disposable income, their needs and preferences will have a powerful influence in the global marketplace. China’s demographics are also changing: millennials—numbering more than 400 million—have emerged as a driving force in consumer spending, while the country’s aging population—expected to double over the next two decades—will generate new demands for unique products and services. And just last year, Chinese travelers spent more than US $260 billion on trips abroad, setting a new record for global outbound tourist spending. All of these trends are now converging to create a “new consumer class”—and a unique opportunity for global businesses. Many sectors—from hospitality and retail to food and beverage, wellness, and entertainment—stand to benefit. How can companies looking to enter or further expand into the Chinese market capitalize on these new consumer trends?

Global Risks: A Roadmap for Business in a Changing Economy
A surge in globalization over the past two decades has led to an increasingly interconnected and interdependent world. Barriers to the flow of goods and capital are breaking down and platforms, processes and policies are becoming more standardized. While globalization has brought great reward to society and business, it has also brought rising anti-protectionist sentiment and associated systemic risks – from food crises and pandemics to climate catastrophes and human migration. How can CEO’s position their firms to profit from a world where globalization becomes more uncertain and uneven, and how can they help shape its future? Could globalization advance in the East but decline in the West? This session will focus on understanding potential perils that aren’t top-of-mind in most boardrooms, enabling CEOs to better see around the corner as they navigate changing economic conditions and marketplaces.

Energy Innovation
As the world population grows and more demands are placed on natural resources, businesses are increasingly making investments to accelerate sustainable energy innovation. By 2035, China is expected to account for 28% of the world’s primary energy consumption. To meet the growing demand, the government has unveiled ambitious plans to spend US $360 billion on renewable power sources by 2020 and to generate one-fifth of its energy from renewable sources by 2030. How will China’s commitment to renewable energy affect and influence the rest of the world? What impact will it have on businesses, quality of life, and human health? What are global companies doing to accelerate innovation in sustainable energy and to unlock more affordable energy from ever-harder-to-reach places? Key stakeholders and business leaders share their outlook and insights.

3:45 PM–3:55 PM INNOVATION IN CHINA: A LOOK BACK

A holder of more than 600 U.S. patents and one of the world’s most prolific living inventors shares his perspective on the history of innovation, with a special look at Chinese artifacts from his personally curated Library of the History of Human Imagination.

Jay Walker, Founder and CEO, Upside; Founder, Priceline; Curator, TEDMED
Interviewer: Alan Murray, Fortune and Time Inc.

3:55 PM–4:35 PM THE FUTURE OF GLOBAL INNOVATION

With historically unprecedented speed, a new innovation revolution is building upon the digital era with exponential advances in science and technology. Industries are being transformed by breakthroughs in biotechnology, artificial intelligence, drones, robotics, the Internet of things, autonomous vehicles, nanotechnology, 3D printing, and on and on. In the innovation revolution, technologies are merging and converging across sectors–dramatically accelerating the speed and impact of change. China has formed its own path in this new revolution—as a purveyor of innovative technology that eclipses its “me-too” past and looks to the future. In advance of the Fortune Innovation Awards presentation, leading global CEOs will share their views on the most transformative technologies on the horizon—and where they are placing their own big bets.

Bob Collymore, Chief Executive Officer, Safaricom
Charles Robbins, Chief Executive Officer, Cisco Systems
Additional speakers to be announced
Moderator: Adam Lashinsky, Fortune

4:35 PM–5:00 PM FORTUNE INNOVATION AWARDS

Finalists in the Fortune China Innovation Award competition will be introduced and interviewed, followed by the announcement of the inaugural Fortune China Innovator of the Year Award.

Host: Clifton Leaf, Fortune

5:00 PM–5:30 PM SESSION TO BE ANNOUNCED

5:30 PM–6:00 PM FREE TIME

6:00 PM–6:30 PM DEPARTURE FOR CANTON TOWER

6:30 PM–9:30 PM RECEPTION, DINNER AND ENTERTAINMENT

Hosted by City of Guangzhou
Location: Canton Tower

9:30 PM–10:15 PM NIGHTCAP CRUISE

Friday, December 8, 2017

8:00 AM–9:20 AM SMART MANUFACTURING AND THE INTERNET OF THINGS

Around the world, factory floors and assembly lines are becoming highly automated, combining human ingenuity with data and technology to revolutionize product and productivity outcomes. As the notion of a “factory of the future” continues to evolve, how are companies incorporating “smart” and connected products into their manufacturing process? From sensors and robots to 3D printing and green technology, global companies are experimenting with a variety of methods to streamline, scale, and sustain their business. Here in China, manufacturers have been asked to deliver on the nation’s “Made in China 2025” strategy and are aggressively pursuing their own strategies to become smarter, greener, and more efficient. As these changes take hold, what are the implications for those doing business in China and for supply chains worldwide? And how are companies redeploying and reeducating their workforces as traditional factory jobs become automated and the need for technically proficient talent increases?
Hosted by the City of Guangzhou

Karel Eloot, Senior Partner, McKinsey & Company
Till Reuter, Chief Executive Officer, Kuka
Shoei Yamana, President and CEO, Konica Minolta
Additional speakers to be announced
Moderator: Adam Lashinsky, Fortune

8:30 AM–9:30 AM CONCURRENT SESSIONS

Future of Sports and Fitness in China
Worth US $225 billion in 2016, China’s sports industry is expected to triple in value by 2025. From football, basketball, and tennis to hockey, cycling, and swimming, public support for sports activities—along with national policies that promote mass fitness—have created a new growth point for China’s economy. Technology has brought millions of Chinese sports fans closer to global sports leagues and has surfaced an e-sports market worth almost $3 billion. Across the country, enthusiasm for personal fitness—buoyed by government policies focused on health and wellness—is taking hold. This enthusiasm and its influence on consumer spending represents a huge potential for global companies—from sponsorship deals to licensing, distribution, and branding. Hear from those at the forefront of China’s push for sports and fitness along with those capitalizing on its fast-growing sports economy.

Beyond Borders: The Next Frontier in Global Ecommerce
The rapid growth of ecommerce has transformed the retail experience, moving consumers away from traditional brick-and-mortar stores to a global digital marketplace providing greater access to new products and better pricing. Cross-border buying and selling is also being fueled by a rapid rise in retail sales driven by social media. By 2020, China will become the world’s largest market for selling products online, and global ecommerce sales are expected to double to some US $4 trillion. How can businesses guarantee consumer safety as more and more customers purchase foreign products online? How are retail brands and SME’s using ecommerce technologies and best practices to grow their international presence and increase profits? What challenges lie ahead as ecommerce takes hold across Asia and other emerging markets?

State-owned Enterprise in China: Progress and Prospects
China’s state-owned enterprises (SOEs) have long been the backbone of the national economy. Over the past few years, these companies have undergone a series of reforms to diversify ownership, promote greater efficiency, and revive the pace of economic growth in China. Joint ventures with private Chinese companies and multinationals are being encouraged and strategies such as One Belt One Road bring more opportunities for global expansion and innovation. There are signs these reforms are paying off: in the first half of this year, Chinese SOEs reached a total income of US $2.2 trillion, and a year-by-year growth of over 24%. Experts and SOE leaders join us to share their insights on the progress of reforms and how SOEs will influence the global business landscape in the years to come.

Smart Money: Finding Investment Opportunities in China
At no point in China’s history have global investors had as much access to the country’s markets as they do today. From health care to retail, private funds, and beyond, what are the most lucrative investment opportunities in China and where should investors place their future bets? How are trends such as automation, an exploding middle class, and stable GDP growth changing the investment landscape? We’ll gather leading investors for a dialogue on the potential risks and rewards of investing in China.

9:30 AM–9:45 AM SWITCH BREAK

9:45 AM–10:05 AM CONNECTING THE WORLD

Chinese telecommunications and cloud network company Huawei has an ambitious growth strategy that aims to connect the world by fusing platforms, connections, and ecosystems. How will R&D, AI, and good design help the company become global leader in harnessing the power of the Internet of Things?
Ken Hu, Deputy Chairman and Rotating CEO, Huawei Technologies
Interviewer: Adam Lashinsky, Fortune

10:05 AM–10:40 AM JOBS FOR THE 21ST CENTURY

Today’s backlash against globalization could be just the beginning as emerging technologies radically reshape the workforce. Tech giants are in a race for the perfect AI; China is betting big on robotics in manufacturing. On the near horizon we will see not only driverless trucks and deliveries by drones, but also the loss of such knowledge-based jobs as basic accounting and writing. In our hyperconnected world, waves of automation will be deployed faster than ever. Champions of the innovation revolution say it will create more jobs than it destroys; but nearly everyone agrees that along the way there will be unsettling mass disruption to work, incomes, and lives. How can global business leaders continue to create new jobs and build a “life script” that enables workers to reskill and evolve in fast-paced and always changing workplaces?

Mark Hoplamazian, President and CEO, Hyatt Hotels
Strive Masiyiwa, Founder and Executive Chairman, Econet
Additional speakers to be announced
Moderator: Geoff Colvin, Fortune

10:40 AM–11:00 AM DARING TO INNOVATE

After years of actively pursuing offshore deals and acquisitions, the chairman of one of China’s biggest conglomerates discusses his new business strategy and perspective on the future of real estate, entertainment, and sports.

Wang Jianlin, Founder and Chairman, Dalian Wanda Group
Interviewer: Alan Murray, Fortune and Time Inc.

11:00 AM–11:30 AM ENTERTAINING CHINA: ENGAGING NEW CONSUMERS

From film enthusiasts to gamers and theme park attendees, Chinese consumers represent a huge fan base and an even bigger disposable income. By 2020, movie ticket sales in China are expected to exceed those in the U.S., making the country the world’s largest film audience. China is already the world’s largest-grossing video game market and its social media stars have created an economy of their own, attracting millions of followers and brands who wish to capitalize on their popularity. What can companies learn about the Chinese consumer via emerging trends in entertainment? How are companies reaching Chinese fans through integrated content—and what investments and joint ventures could we see in the future?

Ariel Emanuel, Co-CEO, WME/IMG
Li Ruigang, Chairman, China Media Capital
Additional speakers to be announced

11:30 AM–12:00 PM CLOSING KEYNOTE

12:00 PM PROGRAM CLOSE