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

 

 

Wednesday, December 6, 2017

10:00 AM–12:15 PM OPENING CEREMONIES AND SPECIAL SESSION

Location: Pearl River Ballroom

Master of Ceremonies:
Ren Xuefeng, Communist Party Secretary, Guangzhou City (Master of Ceremony)

WELCOME
Alan Murray, President, Fortune, and Chief Content Officer, Time Inc.
Jiang Jianguo, Minister, State Council Information Office (SCIO)
Li Xi, Party Secretary, Guangdong Province

KEYNOTE ADDRESSES
His Excellency Wang Yang
Vice Premier, State Council and Member, Standing Committee of the Political Bureau of the Communist Party of China Central Committee

The Right Honorable Justin Trudeau
Prime Minister of Canada

The Honorable Peter O’Neill
Prime Minister of Papua New Guinea

INTERVIEW: NEW FRONTIERS
From English teacher to Chinese e-commerce titan to global commercial spokesman, the founder and executive chairman of the world’s largest e-commerce platform operator discusses the
future of commerce, entrepreneurship, and sustainability, and shares his thoughts on what’s next for China and the world.
Jack Ma, Founder and Executive Chairman, Alibaba Group
Interviewer: Alan Murray, President, Fortune, and Chief Content Officer, Time Inc.

CHINA’S NEW LEADERSHIP: PERSPECTIVES
Master of Ceremonies:
Guo Weimin, Vice Minister, State Council Information Office
Speakers:
Xiao Yaqing, Minister, State-owned Assets Supervision and Administration Commission of the State Council (SASAC)
Fu Ziying, Chief Trade Negotiatons Representative and Vice Minister, Ministry of Commerce
Hu Zucai, Vice Minister, National Development and Reform Commission (NDRC)
Pan Gongsheng, Vice Governor, People’s Bank of China

12:45 PM–1:00 PM SWITCH BREAK

1:00 PM–2:15 PM INFORMAL LUNCH

Location: Garden Tent

2:15 PM–2:30 PM SWITCH BREAK

2:30 PM–3:05 PM APPLE IN CHINA

Location: Guangzhou Ballroom
Apple’s CEO regularly visits the company’s many developers, customers and employees across China. He’ll discuss innovation, Apple’s successes and challenges in China, and what’s next for the world’s most admired company.
Tim Cook, Chief Executive Officer, Apple
Interviewer: Adam Lashinsky, Executive Editor, Fortune and Co-Chair, Fortune Global Forum

3:05 PM–3:35 PM INNOVATION AND ECOSYSTEM

The founder, chairman and CEO of one of the world’s largest Internet enterprises discusses how the mobile Internet brings innovative products to users in China, enhancing people’s lives and transforming businesses in an expanding offline-to-online ecosystem.
Pony Ma, Co-founder, Chairman, and CEO, Tencent
Interviewer: Adam Lashinsky, Fortune

3:35 PM–4:00 PM DRIVING THE FUTURE

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.
Bill Ford, Executive Chairman, Ford Motor Company
Interviewer: Alan Murray, Fortune and Time Inc.

4:00 PM–4:15 PM US, CHINA, AND THE WORLD

Terry Branstad, U.S. Ambassador to China
Interviewer: Nancy Gibbs, Editorial Director, Time Inc. News Group

4:15 PM–4:50 PM OPENNESS AND INNOVATION: SHAPING THE GLOBAL ECONOMY

An innovation revolution is taking hold across the globe, even as economic nationalism is on the rise in some places. What innovation trends inside and outside of China are attracting the attention of global CEOs? How should global business leaders position their companies to prosper in a dynamic, but uncertain, future and how can technology and innovation aid in this effort?

Stuart Gulliver, Group Chief Executive, HSBC
Yang Yuanqing, Chairman and CEO, Lenovo
Zhang Lei, Founder, Chairman and CEO, Hillhouse Capital Group
Moderator: Alan Murray, Fortune and Time Inc.

4:50 PM–5:20 PM CONNECTING THE DOTS

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 CEO, Foxconn Technology Group
Interviewer: Adam Lashinsky, Fortune

5:20 PM–6:00 PM GLOBALIZATION AT A CROSSROADS: COMPETING IN A NEW AGE

As China moves from being an adapter to a driver of globalization, how are the country’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, such as millennials or retirees? What approaches are working in this new global age?
Dr Victor Fung, Group Chairman of Fung Group and Honorary Chairman of Li & Fung Limited
Henry M. Paulson Jr., Founder and Chairman, Paulson Institute; U.S. Secretary of the Treasury (2006–09)
Frans van Houten, Chairman and CEO, Royal Philips
Moderator: Nina Easton, Co-chair, Fortune Global Forum and Chair, Fortune Most Powerful Women International

6:00 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–8:00 AM 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
Location: North River

Yousef Al-Benyan, Vice Chairman and CEO, SABIC
Paul Fang, Chairman and CEO, Midea
Erik Fyrwald, Chief Executive Officer, Syngenta International
Moderator: Geoff Colvin, Fortune

8:30 AM–9:30 AM CONCURRENT SESSIONS

CHOOSE ONE OF FOUR

Made In China: Innovation Showcase
Location: Tian Lu
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—all finalists in the Fortune China Innovation Award Competition—will join us to share insights into what this country’s entrepreneurship could bring the world in the next few years.
George Yip, Professor of Marketing and Strategy, Imperial College Business School
Chao Xiaojuan, Founder and CEO, BZN
Chen Chen, Co-founder and CEO, Saphlux
Li Haoyang, Founder, Yixue Education
Wu Chenbing, Founder and president, EpimAb
Zhu Wenlei, Chairman and CTO, Chaitin TECH
Moderator: Clay Chandler, Executive Editor, International, Time Inc. and Co-chair, Fortune Global Forum

China’s Sharing Economy
Location: Auditorium  
The sharing economy is reshaping the global business landscape and influencing the daily life of billions. China is at the epicenter of this transformation, with more than half the population involved as either a provider or a consumer. We’ll hear from leaders of some of the most influential Chinese businesses that are using “sharing” methods to reinvent what is possible in a cashless business ecosystem.
Kelvin Chen Chi, Co-founder and CEO, Xiaozhu.com
Steven Li, Global Rotating President, LinkSure Network
Sha Sha, Senior Partner, McKinsey & Company
Pan Shiyi, Co-founder and Chairman, SOHO China
Davis Wang, Co-founder and CEO, Mobike
Zhang Xuhao, Co-founder and CEO, Eleme
Moderator: Eunice Yoon, China Bureau Chief and Senior Correspondent, CNBC

One Belt One Road: Reshaping Global Trade
Location: East River  
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.
James Cameron, Managing Director; Co-head, Infrastructure and Real Estate Group, Asia Pacific, HSBC
Jiang Chunyu, Director, Board of Directors, CEFC China Energy Company
Arthur Kroeber, Head of Research, Gavekal; Editor, China Economic Quarterly
Li Dongsheng, Chairman and CEO, TCL Corporation
Jan Rinnert, Chairman, Heraeus
Yan Hao, Chairman, China Pacific Construction Group
Tan Sri Francis Yeoh, Managing Director, YTL Group of Companies
Moderator: Nina Easton, Fortune

Artificial Intelligence and the Future of Business
Location: North River
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 future bankers or doctors need to stay relevant? How can business leaders incorporate AI into their future strategies?
Nigel Duffy, Global Innovation Artificial Intelligence Leader, EY
Liu Qingfeng, Chairman, IFLYTEK
Jean-Christophe Pointeau, Country Chair, Sanofi China
Lihong Qin, Co-founder and President, NIO
Moderator: Adam Lashinsky, Fortune

9:30 AM–9:45 AM SWITCH BREAK

9:45 AM–10:10 AM FORTUNE GLOBAL 1: THE WORLD’S BIGGEST COMPANY LOOKS AHEAD

Location: Guangzhou Ballroom
At No. 1 on Fortune’s Global 500 list, the world’s largest private employer and revenue generator has more than 11,600 stores in 28 countries. The chairman of Walmart discusses the future of retail, sustainability, and how the company is transforming to serve customers in China and beyond
Greg Penner, Chairman, Walmart Stores
Interviewer: Clifton Leaf, Editor-in-Chief, Fortune

10:10 AM–10:30 AM WINNING IN CHINA

For companies that are focused on success in China, innovation and differentiation are key—along with making operations more efficient and tapping the right talent and strategies to win. How can global companies navigate this playing field and what is the right formula for success?
Carlos Brito, Chief Executive Officer, Anheuser-Busch InBev
Henry Kravis, Co-founder, Co-chairman, and Co-CEO, Kohlberg Kravis Roberts
Moderator: Alan Murray, Fortune and Time Inc.

10:30 AM–10:50 AM GLOBAL LEADERSHIP: THE VIEW FROM CANADA

A Conversation With:
The Right Honourable Justin Trudeau
Prime Minister of Canada
Interviewer: Nancy Gibbs, Time Inc.

10:50 AM–11:15 AM GLOBAL TRADE: SEIZING NEW OPPORTUNITIES

What will trade and capital flows look like in the coming years? 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, Founder and Chairman, PSP Capital Partners; U.S. Secretary of Commerce (2013–17)
Andrew Robb, Chairman, Asialink; Australian Minister for Trade and Investment (2013–16)
Zhang Xiaoqiang, Executive Vice Chairman and CEO, China Center for International Economic Exchanges
Moderator: Nina Easton, Fortune

11:15 AM–11:45 AM SWITCH BREAK

11:30 AM–12:45 PM SPECIAL SESSIONS

CHOOSE ONE OF FOUR

11:30-12:45
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
Note: This session will be taped to air on CCTV Dialogue program
Location: West River
Zeng Qinghong,
Chairman, Guangzhou Automobile Group
Chen Yudong,
President, Bosch (China)
Dai Kun,
Founder and CEO, Uxin Group
Michael Dunne,
President, Dunne Automotive
Yasuhide Mizuno,
Chief Operating Officer, China, Honda Motor Co.
Qiu Yuepeng, Vice President, Tencent
Sun Pishu, Chairman and CEO, Inspur Group
Wu Gansha, Cofounder and CEO, Uisee Technology
Moderator: Chen Weihong,
Host, Dialogue, CCTV

11:45-12:45
FUTURE CITIES: 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.
Location: East River
Hosted by The City of Guangzhou
Wen Guohui, Mayor of Guangzhou,
Alain Galliano, Vice President, Métropole de Lyon
Marvin Rees, Mayor of Bristol, UK
Soichiro Takashima, Mayor of Fukuoka, Japan
Yao Yisheng, Mayor, Zhuhai, China
Moderator: Tian Wei, Host and Moderator, CGTN

11:45-12:45
THE FUTURE OF GLOBAL FINANCE

Global financial services must adjust to meet the demands of a rapidly changing marketplace. A surge in digitization and technological innovation is giving way to new platforms and more agile and accessible consumer services. Blockchain technology is emerging, peer-to-peer lending is on the rise, and artificial intelligence and machine learning are driving increased efficiencies and new capabilities for financial institutions. 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 Yuexiu Financial Holdings
Location: North River
Zhang Zhaoxing, Chairman, Yuexiu Financial Holdings
Kilian Berz, Senior Partner & Managing Director, The Boston Consulting Group
Noel Quinn, Chief Executive, Global Commercial Banking, HSBC
Ren Huichuan, President, Ping An Insurance (Group) Company
Jing Ulrich, Managing Director; Vice Chairman, Asia Pacific, J.P. Morgan Chase
Moderator: Geoff Colvin, Senior Editor at Large, Fortune

11:45-12:45
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? Chinese and Western companies are developing cutting-edge health technologies in cities such as Guangzhou aimed at helping doctors prevent, detect, and treat chronic diseases. We’ll look at the innovations most likely to transform global health care and wellness, with a special eye on technologies propelling China into new frontiers.
Hosted by Guangzhou Pharmaceutical Holdings, Ltd.
Location: Guangzhou Ballroom

Li Chuyuan, Chairman, Guangzhou Pharmaceutical Holdings, Ltd.
Joe Almeida, Chairman and CEO, Baxter International
Li Yinuo, Director, China Program, Bill & Melinda Gates Foundation
Stefan Oschmann, Chairman and CEO, Merck
Stefano Pessina, Executive Vice Chairman and CEO, Walgreens Boots Alliance
Frans van Houten, Chairman and CEO, Royal Philips
Moderator: Clifton Leaf, Fortune

12:45 PM–1:00 PM SWITCH BREAK

1:00 PM–2:15 PM INFORMAL LUNCH

Location: Garden Tent

1:00 PM–2:15 PM GREENING THE GLOBE: UNLOCKING CAPITAL TO ACCELERATE 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
By Invite Only
Location: Tian Lu

Daniel Klier, Group Head of Strategy, and Global Head of Sustainable Finance, HSBC
Deborah Lehr, Vice Chairman, Paulson Institute and CEO and Founding Partner, Basilinna
Su Liangyu, Deputy General Manager, Guangzhou Yuexiu Financial Holdings Group
Yao Wang, Director General, International Institute of Green Finance
Moderator: Nina Easton, Fortune

2:15 PM–2:30 PM SWITCH BREAK

2:30 PM–3:00 PM 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.
Location: Guangzhou Ballroom
Wei Sun Christianson, Co-CEO, Asia Pacific, and China CEO, Morgan Stanley
David Daokui Li, Mansfield Freeman Chair Professor of Economics; Director, Center for China in the World Economy, Tsinghua University
Michael Pettis, Professor of Finance, Guanghua School of Management, Peking University
Moderator: Clay Chandler, Time Inc.

2:30 PM–5:00 PM GUANGZHOU BUSINESS TOURS (OPTIONAL)

Visit leading-edge business operations that are leveraging the power of Guangzhou’s advanced infrastructure, creativity, and innovation hubs.
Choose one of two
Departure point: Shangri-La Hotel Lobby

Tour 1: Automobile Manufacturing
Delegates will visit the headquarters of GAC Motor. Operating under joint ventures, GAC is a production partner with several foreign car companies, including Fiat, Hino, Honda, Mitsubishi, and Toyota, and also produces its own “Trumpchi” brand of passenger vehicles. GAC is the first state-owned automobile group in China listed on both the Hong Kong and Shanghai Stock Exchanges. The company currently has its sights set on the U.S. market, where it hopes to become the first Chinese carmaker to sell to American consumers. Delegates will visit the company’s exhibition center, general assembly, and manufacturing workshops.

Tour 2: VR Technology
Tour includes stops at Creativity Avenue and Guangzhou NINED Digital Technology Co. Covering an area of 30,000 square meters, Creativity Avenue is a national science park and games and animation industry hub. NINED is one of China’s leading virtual reality technology companies, boasting an in-house R&D center, content studio, and hardware production base. Delegates will be introduced to NINED’s most innovative products, including the 9DVR (an egg-shaped VR simulator) and PLATOON, a multiplayer interactive VR game.

3:00 PM–3:15 PM CENTURIES OF INNOVATION

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, Priceline; CEO and Co-founder, Upside Travel
Interviewer: Alan Murray, Fortune and Time Inc.

3:15 PM–3:50 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, global business leaders share their views on the most transformative technologies on the horizon—and where they are placing their own big bets.
Rachel Duan, President and CEO, GE China; Senior Vice President, GE
Charles Robbins, Chief Executive Officer, Cisco
Jerry Yang, Co-founder, Yahoo; Founder, AME Cloud Ventures
Moderator: Adam Lashinsky, Fortune

3:50 PM–4:00 PM FORTUNE CHINA INNOVATION AWARDS PRESENTATION

Winners of the Fortune China Innovation Award competition will be recognized.
Presenters: Clifton Leaf, Fortune
Feng Xingya, President, Guangzhou Automobile Group
Winners:
Chao Xiaojuan, Founder and CEO, BZN
Chen Chen, Co-founder and CEO, Saphlux
Li Haoyang, Founder, Yixue Education
Wu Chenbing, Founder and president, EpimAb
Zhu Wenlei, Chairman and CTO, Chaitin TECH

4:00 PM–4:30 PM SWITCH BREAK

4:15 PM–5:30 PM FREE TRADE ZONES: OPPORTUNITIES AND IMPACT (OPTIONAL)

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
Location: West River

Li Shanmin, Vice President and Dean, Institute for Free Trade Zone Research, Sun Yat-sen University
David Liao, President and Chief Executive Officer, HSBC China
Stefan Oschmann, Chairman and CEO, Merck
Matthew Price, President, China, Procter & Gamble
Zhang Xiaoquiang, Executive Vice Chairman and CEO, China Center for International Economic Exchanges
Moderator: Deborah Lehr, Vice Chairman, Paulson Institute and CEO and Founding Partner, Basilinna

4:30 PM–5:30 PM CONCURRENT SESSIONS

CHOOSE ONE OF FIVE

CEO Leadership: Building Winning Companies
What will a great 21st-century company look like and what will it take to lead one? 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? In this unique session, two Chinese CEOs will share personal stories and insights on how to lead successful companies in an era of unprecedented disruption.
Location: Guangzhou Ballroom
Zhang Ruimin, Founder, Chairman, and CEO, Haier Group
Interviewer: Alan Murray, Fortune and Time Inc.

Zhang Xin, Chief Executive Officer, SOHO China
Interviewer: Nina Easton, Fortune

Global Fintech Outlook
Fintech is revolutionizing the financial services space and disrupting traditional banking as we know it. 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?
Location: East River
Joe Ngai, Managing Partner, Greater China, McKinsey & Company
Paul Smith, President and CEO, CFA Institute
Ning Tang, Founder, Chairman, and CEO, CreditEase
Jing Ulrich, Managing Director; Vice Chairman, Asia Pacific, JPMorgan Chase
Shirley Yu-Tsui, Group Country Manager, Greater China, Visa
Zhang Ying, Vice President, Tencent; General Manager, WeChat Pay
Moderator: Geoff Colvin, Fortune

China’s New Consumer Class
By 2022, China’s middle-class population is projected to exceed 550 million people, whose needs and preferences will have a powerful global influence. The demographics are also changing: more than 400 million millennials 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 product and services demands. And just last year, Chinese travelers spent more than US $260 billion on trips abroad, a new record for outbound tourism. How can companies looking to expand into China capitalize on these new trends?
Hosted by China Southern Airlines
Location: North River           
Mark Hoplamazian
, President and CEO, Hyatt Hotels
Li Tongbin, Executive Vice President, China Southern Airlines
Rashid Qureshi, Chairman and CEO, Nestle China
Stéphane Rinderknech, CEO, L’Oréal China
Victor Yuan Yue, Chairman, Dataway Horizon
Moderator: Eunice Yoon, CNBC

Global Risks: A Roadmap for Business in a Changing Economy
What risks are lurking on the global horizon, failing to draw our full attention but capable of inflicting great disruption and damage? This session will focus on understanding potential perils—from food crises to pandemics and from climate catastrophes to human migration—that aren’t top-of-mind in most boardrooms, but could enable CEOs to better navigate changing economic conditions and markets.
Location: Auditorium
Pankaj Ghemawat, Anselmo Rubiralta Professor of Global Strategy, IESE Business School
John Haley, Chief Executive Officer, Willis Towers Watson
Jim McIlvenny, President, Dow Asia Pacific
Xiang Bing, Dean, Cheung Kong Graduate School of Business
Moderator: Clifton Leaf, Fortune

Energy Innovation
As the world population grows, businesses are increasing investments in 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 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?
Location: Tian Lu
Maarten Bijl, CEO, SHV Energy China
Jonathan Woetzel, Senior Partner, McKinsey & Company; Director, McKinsey Global Institute
Wu Guodi, Chairman, China International Energy Group
Moderator: Brian O’Keefe, Deputy Editor, Fortune

5:30 PM–6:00 PM BREAK

6:00 PM TRANSPORTATION TO RECEPTION AND DINNER

7:00 PM–10:00 PM RECEPTION AND DINNER

Hosted by The City of Guangzhou
Location: Canton Tower

8:30 PM–8:45 PM TRANSFER TO CRUISE SHIPS

8:45 PM–9:45 PM PEARL RIVER CRUISE NIGHTCAP

Friday, December 8, 2017

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

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
Location: West River
Börje Ekholm, President and CEO, Ericsson Group
Till Reuter, Chief Executive Officer, KUKA
Tony Tan, Partner, Shanghai Office, McKinsey & Company
Wang Wenyin, Chairman, Amer International Group
Shoei Yamana, President and CEO, Konica Minolta
Zhang Jing, Founder and Chairman, Cedar Holdings Group
Moderator: Adam Lashinsky, Fortune

8:15 AM–9:30 AM CONCURRENT SESSIONS

CHOOSE ONE OF FIVE

8:15-9:15
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.
Location: Guangzhou Ballroom
Li Junfeng, Former Director General, National Center for Climate Change Strategy and International Cooperation
David Manke, Vice President, International Government Relations, United Technologies
Kevin Mo, Managing Director, Paulson Institute Beijing Representative Office
Ye Qing, Chairman, Shenzhen Institute of Building Research
Jian Zhang, Partner and CEO, DGBK Architects
Moderator: Brian O’Keefe, Fortune

8:30-9:30
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.
Location: North River
Arthur Kroeber, Head of Research, Gavekal; Editor, China Economic Quarterly
Wu Guodi,
Chairman, China International Energy Group
Xiang Bing, Dean, Cheung Kong Graduate School of Business
Xu Niansha,
Chairman, China Poly Group Corporation
Zeng Qinghong,
Chairman, Guangzhou Automobile Group
Moderator: Eunice Yoon
, CNBC

8:30-9:30
Future of Sports and Fitness in China
Location: Tian Lu
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.
Angela Dong, General Manager, Nike Greater China; Vice President, Nike Inc.
Michael Ma, Chief Executive Officer, WME | IMG China
Guy Port, Managing Director, Asia, Nielsen Sports
Zhao Yan, Chairwoman, Bloomage International Investment Group
Moderator: Jaime FlorCruz, China Chairman, Fortune Global Forum

8:30-9:30
Beyond Borders: The Next Frontier in Global Ecommerce
Location: East River             
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?
Marc Lautenbach, President and CEO, Pitney Bowes
Vincent Qiu, Chief Executive Officer, Baozun
Karen Reddington, President, Asia Pacific Division, FedEx Express
Yang Haoyong, Chief Executive Officer, Cars Group; Founder, Guazi Used Car
Moderator: Clay Chandler, Time Inc.

8:30-9:30
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? Join leading investors for a dialogue on the potential risks and rewards of investing in China.
Location: Auditorium
Victor Chu, Chairman and CEO, Far Eastern Investment Group
Liu Qiuming, President, CMIG Capital
Yang Liu, Chairman, Atlantis Investment Management Group
Hans Tung, Managing Partner, GGV Capital
Wei Zhou, Founder and Founding Managing Partner, China Creation Ventures
Moderator: Nina Easton, Fortune

9:00 AM–11:30 AM GUANGZHOU BUSINESS TOURS (OPTIONAL)

Visit leading-edge business operations that are leveraging the power of Guangzhou’s advanced infrastructure, creativity, and innovation hubs.
Choose one of two
Departure point: Shangri-La Hotel Lobby

Tour 1: Drone and 3D Medical Printing Technologies
Tour includes stops at Medprin Regenerative Medical Technologies (MEDPRIN) and Guangzhou Ehang Intelligent Technology (EHANG). MEDPRIN is the first company in China to apply 3D bioprinting to the development of implantable medical devices and the delivery of precision medicine. EHANG, an intelligent aerial vehicles technology and service company, is the manufacturer of the “Ghostdrone” series of consumer drones as well as EHANG184, the “world’s first safe, smart, and eco-friendly autonomous aerial vehicle.” This visit will include drone demonstrations as well as an exclusive EHANG184 flight experience.

Tour 2: Internet and Creative Industries
Tour includes visits to the Pazhou Internet Innovation Cluster and the Guangzhou Painting and Sculpture Academies. Located in Haizhu district, Pazhou Internet Innovation Cluster (also known as Guangzhou’s “Silicon Valley”) is expected to generate US $15 billion revenue and create 80,000 jobs within the next five years. Over a dozen leading Chinese Internet and ecommerce companies have built their national or district headquarters here, including Alibaba, Fosun, Jinri Toutiao, Tencent, and Xiaomi. The last stop will be Guangzhou Painting and Sculpture Academies, where delegates will visit the studios, meet with artists, and enjoy the many distinctive works on display.

9:30 AM–9:45 AM SWITCH BREAK

9:45 AM–10:15 AM JOBS FOR THE 21ST CENTURY

Today’s backlash against globalization could be just the beginning as emerging technologies radically reshape the workforce. 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?
Location: Guangzhou Ballroom
Mark Hoplamazian, President and CEO, Hyatt Hotels
Tomson Li, Founder, Chairman, and CEO, TCL Corp.
Moderator: Geoff Colvin, Fortune

10:15 AM–10:55 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. For Chinese consumers, Internet platforms power all aspects of daily life, from social interactions to services and purchases. How are these new platforms upending established business models, blurring industry lines, and cultivating a new generation of consumers? What new platforms are on the horizon and where should investors place their bets?
Nathan Blecharczyk, Co-founder and Chief Strategy Officer, Airbnb; Chairman Airbnb China
Hans Tung, Managing Partner, GGV Capital
Zhang Siding, Co-founder, ofo
Moderator: Clay Chandler, Time Inc.

10:55 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. 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?
Ruigang Li, Founding Chairman, China Media Capital Group
Robert Simonds, Chairman and CEO, STX Entertainment
Moderator: Jeffrey Katzenberg, Managing Partner, WndrCo

11:30 AM PROGRAM CLOSE

12:30 PM–4:30 PM VISIT TO NANSHA DISTRICT AND PILOT FREE TRADE ZONE (OPTIONAL)

Departure point: Shangri-La Hotel Lobby 
An optional tour will be provided to Nansha, a southernmost district of Guangzhou. Nansha is part of the Guangdong Free Trade Zone and sits at the geographic center of the Pearl River Delta. Stops will include the Port of Nansha and the Pearl Bay Area, a core startup development that, when completed, will become an international central business district for the Pearl River Delta and surrounding areas. Delegates will also visit the Pearl Bay Development Exhibition Center and meet with Nansha Free Trade Zone leaders. (Lunch will be provided.)