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28 November 2018 Shanghai, China

Wealth and Society 2018

The growth of a new era in China as a force for good



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Wealth & Society 2018

Wealth & Society 2018 is a platform created to gather a high-level audience to showcase and recognise the positive impacts that they have been creating in society. It’s also intended to help us start thinking of where wealth will be generated and how we can participate in for the benefit of mankind and our shared future.

Dialogue with leading international and Chinese experts on the future of sustainable and responsible wealth creation

Learn the latest trends of China private wealth

Interact with 100+ international and local high-level audience of leaders in business, government, technology, philanthropy and academia

If you would like to use your wealth to be relevant to society and take advantage of all the innovations in wealth creation, this conference is for you.

Event Details

The growth of a new era in China as a force for good

The strengthening of Chinese economy has meant a rising in the accumulation of private wealth, and a notable diversification of this money, with the wave of high net worth individuals spreading across major cities and coastal areas.China, along with the US, Japan and Germany, is one of the four largest markets for millionaires, accounting for 61% of the 18.1 million HNWIs around the world.

Yet, this wealth is in the process of the greatest wealth transfer in human history: $60 trillion will be inherited over the next 50 years.The Gen Xers and millennials who will be inheriting most of these fortunes have already begun implementing new methods to the way they do business, how they invest, and how they generate social impact. A shift that will have an impact not only in the country but in the world.

Wealth & Society 2018 is organized by the Wealth & Society Programme to help us start thinking of where wealth will be generated and how we can participate in for the benefit of mankind and our shared future. A platform created to gather a high-level audience of international and local leaders in business, government, technology, philanthropy and academia to showcase and recognise the positive impacts that they have been creating on society.

  • The rise of China’s wealth, new rules and its impact on society
  • Key challenges that China’s HNWIs are currently facing
  • Impact investing and philanthropy in China
  • The rise of women and millennials as leaders in the country
  • Technology for good – Achieving sustainability goals through innovation
  • Shift in priorities for China’s HNWIs investments portfolios – Wealth comes with great responsibility
  • High-net-worth individuals who are serious in the deployments of wealth into impact investing
  • Private bankers and family offices
  • Foundations, philanthropic organizations, and charities
  • Digital wealth and technology startups
  • Professional service providers, lawyers and accountants
  • Independent institutions serving for HNWIs, including but not limited to wealth management companies, insurance companies, trust companies, securities, law firms, tax agents.
  • Healthcare companies, luxury brands, overseas education consultancies and overseas property agencies
  • Investment specialists, product designers, financial planners, portfolio managers and senior relation managers
The growth of a new era in China as a force for good

The strengthening of Chinese economy has meant a rising in the accumulation of private wealth, and a notable diversification of this money, with the wave of high net worth individuals spreading across major cities and coastal areas.China, along with the US, Japan and Germany, is one of the four largest markets for millionaires, accounting for 61% of the 18.1 million HNWIs around the world.

Yet, this wealth is in the process of the greatest wealth transfer in human history: $60 trillion will be inherited over the next 50 years.The Gen Xers and millennials who will be inheriting most of these fortunes have already begun implementing new methods to the way they do business, how they invest, and how they generate social impact. A shift that will have an impact not only in the country but in the world.

Wealth & Society China 2018 is organized by the Wealth & Society Programme to help us start thinking of where wealth will be generated and how we can participate in for the benefit of mankind and our shared future. A platform created to gather a high-level audience of international and local leaders in business, government, technology, philanthropy and academia to showcase and recognise the positive impacts that they have been creating on society.

  • The rise of China’s wealth, new rules and its impact on society
  • Key challenges that China’s HNWIs are currently facing
  • Impact investing and philanthropy in China
  • The rise of women and millennials as leaders in the country
  • Technology for good – Achieving sustainability goals through innovation
  • Shift in priorities for China’s HNWIs investments portfolios – Wealth comes with great responsibility
  • High-net-worth individuals who are serious in the deployments of wealth into impact investing
  • Private bankers and family offices
  • Foundations, philanthropic organizations, and charities
  • Digital wealth and technology startups
  • Professional service providers, lawyers and accountants
  • Independent institutions serving for HNWIs, including but not limited to wealth management companies, insurance companies, trust companies, securities, law firms, tax agents.
  • Healthcare companies, luxury brands, overseas education consultancies and overseas property agencies
  • Investment specialists, product designers, financial planners, portfolio managers and senior relation managers

Speakers and Moderators

Dr. Zhang Guangping (Dr. Peter G. Zhang)
Member of CBIRC Shanghai Preparatory Office
Dr. Harley Seyedin
President,
Allelon Energy Partners, Winner of 2017 Oslo Business for Peace Award
Tang Ning
Founder and CEO, CreditEase

Dr. Tzu-Kuan Chiu
Professor,
Shanghai Advanced Institute of Finance, Shanghai Jiao Tong University
Zhao Zhimin
General Manager, Shanghai Wealth Management Center,
CITIC Trust
Amy Tucker
Co-Founder and Chief Impact Officer, Sparrow


Steven Zhang
Chief Economist and Head of Research, Morgan Stanley Huaxin Securities
Li Shuang
Partner and Attorney at Law, Dentons Law Firm


Pan Xilong
Associate Professor,
Chinese Finance Research Institute, Southwestern University of Finance and Economics
Dr. Gordian Gaeta
Chairman of Wealth and Society
Emmanuel Daniel
Chairman,
The Asian Banker
Dr. Zhang Guangping (Dr. Peter G. Zhang)
Member of CBIRC Shanghai Preparatory Office

Dr. Peter G. Zhang is currently a member of CBIRC (China Banking and Insurance Regulatory Commission) Shanghai Preparatory Office. He started to work at China Banking Regulatory Commission (CBRC) as the deputy director of the Innovation Supervision and Cooperation Department in 2005, and re-allocated to Shanghai Office as deputy director general from 2007 to 2016. Prior to this, He joined Shanghai Futures Exchange in 2003 as chief financial engineering advisor and senior director of the Research and Development Centre. He served as manager and vice president in various financial institutions such as Standard & Poor’s of the United States, Union Bank of Switzerland and as head office of the Chemical Bank in New York. After working for Chase Manhattan Bank in Tokyo as vice president, he broadened his expertise to financial and security laws at Harvard Law School. He is an experienced financial expert with many articles and books published in both English and Chinese, including Barings Bankruptcy and Financial Derivatives (1995), Exotic Options – A Guide to 2nd Generation Options.

Dr. Harley Seyedin
President, Allelon Energy Partners
Winner of 2017 Oslo Business for Peace Award

Dr. Harley Seyedin is currently the president of Allelon Energy Partners. Allelon Energy Partners is involved in the development, construction and operation of new energy and power projects internationally. Harley is also president of American Chamber of Commerce in South China. He won the 2017 Oslo Business for Peace Award alongside Elon Musk. The selection was made by an independent committee of Nobel Prize winners in Peace and Economics to confer to exceptional individuals who are ethically and responsibly creating value for both business and society. He was nominated and subsequently shortlisted by the Nobel Committee for consideration for the 2016 Nobel Peace Prize. From 2010 to 2018 Harley served as Vice Chairman for U.S.-China Economic and Trade Policy of the Asia Pacific Council of American Chambers of Commerce. In August 2018, he was appointed as the Special Advisor to Chairman at President George H. W. Bush China-U.S. Relations Foundation.

Dr. Tzu-Kuan Chiu
Professor, Shanghai Advanced Institution of Finance, Shanghai Jiao Tong University

Professor Chiu is currently teaching at the Shanghai Advanced Institution of Finance (SAIF). Before joining the faculty in 2015, Professor Chiu taught at California State University in the U.S. and National Central University in Taiwan. Her main expertise and focus are impact investing, sustainable investment, finance ethics, business ethics, and corporate social responsibility for the financial sector. Prof. Chiu has authored and edited books in corporate governance, corporate finance, and business ethics, and published articles in the field of microfinance and corporate social responsibility in the “Journal of Business Ethics”. In addition, she has developed a CSR database for Taiwan, which is the first in emerging markets and serves as a baseline case.

Zhao Zhimin
General Manager, Shanghai Wealth Management Center, CITIC Trust

Ms. Zhao is the current general manager of Shanghai Wealth Management Center, CITIC Trust with 22 years working experience in the financial industry, including 15 years in wealth management and asset management. She is a certified financial planner (CFP), an executive financial planner (EFP), as well as a qualified financial engineer. She also holds the role as a senior economic commentator of China Business Network Co. Ltd (CBN), China’s largest and most influential financial media, and East Finance and Economics. She participated in the writing of “The Actual Experience of the Finance Hunter: Asset Management, Capital Allocation and Resource Integration” compiled by the “Trust for Fortune” under their think tank series, which is one of the best-seller series within its category.

Amy Tucker
Co-Founder and Chief Impact Officer, Sparrow

A social entrepreneur and innovator, Amy Tucker co-founded Sparrow, a U.S. mobile services and platform company, and invented the company’s buy-one-give-one mobile model. In addition, Tucker served as a Bill and Melinda Gates Foundation Technology Advisor via the Technology Partner Network. With a creative technology career spanning over 20 years, Tucker’s passion is creating solutions that further global sustainability.

An artist and inventor, Tucker specializes in emerging technologies and was recognized as a technology leader by the Global Fund for Women. Previously, Tucker helped establish and grow one of the earliest interactive agencies, Fusion Interactive. In 2005, she created and later sold Xeko, a multimedia children's game designed to raise awareness for endangered animals, teach STEM skills, and fund global conservation. Prior to co-founding Sparrow, she collaborated with Telecom for Good and the U.S. Dept. of Commerce to launch a workforce development initiative based in the U.S. Virgin Islands, leveraging the Internet to connect local residents with worldwide job opportunities and jump start Silicon Island.

Steven Zhang
Chief Economist and Head of Research, Morgan Stanley Huaxin Securities

Steven Zhang is currently the chief economist and head of research at Morgan Stanley Huaxin Securities. Prior to this, he was senior economist of UBS, China economist of Morgan Stanley (Asia), and assistant economist at International Monetary Fund (IMF). Steven has deep insights and thorough understanding in large financial institutions in China. He was engaged in the research of ICBC and ABC’s Hong Kong IPO when working at Morgan Stanley and Credit Suisse respectively. He is an active columnist for many mainstream media including Caixin, Caijing, China Securities Journal, FT Chinese, Reuters, and interviewed by CCTV, Phoenix Financial, CBN and Bloomberg.

Li Shuang
Partner and Attorney at Law, Dentons Law Firm

Li Shuang is one of the partners of Beijing Dentons Law Firm. She has been serving the Family Office Team in Beijing Headquarters of Dentons Law Firm for over six years. Li has been devoting herself to the research and practice of risk management and inheritance of wealth of Chinese high net worth individuals (HNWIs). She has made a deep research on the effect of comprehensive wealth management tools, such as law, taxation, life insurance, private trust, immigration, financial investments, risk management and inheritance of private wealth. Li’s specialty is designing family wealth inheritance plans for Chinese high net worth individuals and families. She has helped well-known Chinese entrepreneurs and family offices by successfully designing and implementing family inheritance plans in numerous occasions.

Tang Ning
Founder and CEO, CreditEase

Tang Ning founded CreditEase in 2006, as China’s first marketplace leading company, and over the past decade, the company has developed into one of the leading Fintech company in China, specializing in small business and consumer lending, as well as wealth management for China’s rapidly growing mass affluent and high net worth investors. Under Mr. Tang’s leadership, CreditEase has expanded its nationwide network to 267 cities and rural areas in 20 provinces across China, as well as establishing international footprint in Hong Kong, Singapore, Israel, Europe and North America.

Dr Gordian Gaeta
Chairman, Wealth and Society Programme

Dr. Gaeta has been a banking consultant for around 25 years, and is one of Asia’s leading banking consultants and risk control experts. He has advised and served many of the leading financial services organisations across Asia and close to half of the top 100 banks worldwide. He specialises in developing and implementing analytical solutions for complex strategic issues in financial services-related industries undergoing significant change or being exposed to intricate risk issues.

Dr. Gaeta has published around 20 articles on banking and financial services and several books, notably “Frontiers in Credit Risk” and “Opportunities in Emerging Markets”. He is also a regular speaker on the international conference circuit, and a Guest Lecturer at several universities.

Pan Xilong
Associate Professor, Chinese Finance Research Institute, Southwestern University of Finance and Economics

Pan Xilong is an associate professor at the Chinese Finance Research Institute of Southwestern University of Finance and Economics and a corporate governance coach at the International Finance Corporation. With more than 30 years working experience in financial education, he teaches all aspects of finance and is a frequent speaker at international seminars. His expertise is in designing financial products and in planning investment projects with a variety of financial tools, as well as offering comprehensive financial plans and investment advice to both enterprises and individuals. Pan is the author of“Fixed-Income Instrument Analysis”, “Study on the System of Catastrophe Compensation Fund” and other books.

Emmanuel Daniel
Chairman, The Asian Banker

Founder of The Asian Banker, the most respected provider of consulting and intelligence in the financial services industry in the Asia Pacific region and other emerging markets. Mr. Daniel has led it to become a combination of leading industry research, publication and consulting house, with a strong reputation worldwide.

Foo Boon Ping
Managing Editor, The Asian Banker

Boon Ping manages The Asian Banker publication business and engages practitioners, customers, partners and the media on critical issues that impact the industry. He has more than 21 years of experience in the banking and financial services industry, specializing in strategic branding, marketing communications and consumer insight. Prior to The Asian Banker, he was at United Overseas Bank (UOB), covering Singapore and key markets in the region, such as China, Indonesia, Malaysia and Thailand.

AGENDA

13:30

Opening

Welcome Note

Opening Keynote
Dr. Zhang Guangping
, Member of CBIRC Shanghai Preparatory Office

International Keynote: A personal journey creating value for both business and society
Dr. Harley Seyedin
, President, Allelon Energy Partners, Winner of 2017 Oslo Business for Peace Award

ESG investing in China
Dr. Tzu-Kuan, Chiu, , Professor, Shanghai Advanced Institute of Finance, Shanghai Jiao Tong University. A distinguished educator in the financial services industry with focus on ethics. Prof. Chiu has completed exceptional research in impact and sustainable investing, as well as microfinance and corporate social responsibility. She will share with us more about ESG investing in China and her views of where the country is heading in the upcoming years.

The rise of China’s wealth, new rules and its impact on society
The strengthening of the Chinese economy has meant a rising in the accumulation of private wealth, and a notable diversification of this money, with the wave of high net worth individuals spreading in major cities across the country and bringing a new era of wealth creation.

  • Challenges and opportunities of China’s new regulations in wealth & asset management

  • What are the key changes the Chinese wealth management industry is undergoing?

  • Impact investing and philanthropy in China


Panellists:
Dr. Harley Seyedin, President, Allelon Energy Partners, Winner of 2017 Oslo Business for Peace Award
Dr. Tzu-Kuan Chiu, Professor, Shanghai Advanced Institute of Finance, Shanghai Jiao Tong University
Steven Zhang, Chief Economist and Head of Research, Morgan Stanley Huaxin Securities

Chaired by:
Dr. Gordian Gaeta, Chairman, Wealth and Society Programme & Pan Xilong, Associate Professor, Chinese Finance Research Institute of Southwestern University of Finance and Economics

15:00

Leaders paving the way – CEO Dialogue

Tang Ning, Founder and CEO of CreditEase and Emmanuel Daniel, Chairman of The Asian Banker will come together in a dialogue session, in which, we will hear more about how Chinese entrepreneurs can create a positive impact in society with their innovative ideas that are prepared to be long lasting.

16:00

Technology for good – Achieving sustainability goals through innovation

Technology and digital capabilities in the world we live today have undoubtedly unlocked opportunities in the realm of philanthropy and impact investing. The proliferation of blockchain, digital assets, artificial intelligence and the collaborative economy have disrupted the impact investment industry in ways that could allow better measurement of results and optimal use of resources. We hear from an expert on how technology is redefining the future of giving and how techpreneurs themselves engage in philanthropic actions.


Amy Tucker, Co-Founder & Chief Impact Officer, Sparrow, a new telecommunications provider dedicated to eradicating digital poverty in the United States, and former Technology Advisor, Bill and Melinda Gates Foundation.

16:15

Shift in priorities for China’s HNWIs investments portfolios – Wealth comes with great responsibility

As China has taken over from the US as the place where exceptional wealth is created at the fastest rate, as well as the young entrepreneurs and business women are emerging at a rapid pace, a profound transformation is occurring in China’s affluent view of wealth itself. They see an opportunity to tackle some of the societal challenges facing us today.

  • Family governance plans for the next decade and business succession

  • The rise of women and millennials as leaders in China

  • Younger HNWIs are the driving force behind the growth in philanthropy and sustainable investing

  • Using technology and wealth for social good


Speakers/Panellists:
Zhao Zhimin, General Manager of Shanghai Wealth Management Center, CITIC Trust
Amy Tucker, Co-Founder & Chief Impact Officer, Sparrow and former Technology Advisor, Bill and Melinda Gates Foundation.
Li Shuang , Partner and Attorney at Law, Dentons Law Firm

Co-chaired by:
Dr. Gordian Gaeta, Chairman, Wealth and Society Programme & Pan Xilong, Associate Professor, Chinese Finance Research Institute of Southwestern University of Finance and Economics

13:30

Opening

Welcome Note

Opening Keynote
Dr. Zhang Guangping
, Member of CBIRC Shanghai Preparatory Office

International Keynote: A personal journey creating value for both business and society
Dr. Harley Seyedin
, President, Allelon Energy Partners, Winner of 2017 Oslo Business for Peace Award

ESG investing in China
Dr. Tzu-Kuan, Chiu, , Professor, Shanghai Advanced Institute of Finance, Shanghai Jiao Tong University. A distinguished educator in the financial services industry with focus on ethics. Prof. Chiu has completed exceptional research in impact and sustainable investing, as well as microfinance and corporate social responsibility. She will share with us more about ESG investing in China and her views of where the country is heading in the upcoming years.

The rise of China’s wealth, new rules and its impact on society
The strengthening of the Chinese economy has meant a rising in the accumulation of private wealth, and a notable diversification of this money, with the wave of high net worth individuals spreading in major cities across the country and bringing a new era of wealth creation.

  • Challenges and opportunities of China’s new regulations in wealth & asset management

  • What are the key changes the Chinese wealth management industry is undergoing?

  • Impact investing and philanthropy in China


Panellists:
Dr. Harley Seyedin, President, Allelon Energy Partners, Winner of 2017 Oslo Business for Peace Award
Dr. Tzu-Kuan Chiu, Professor, Shanghai Advanced Institute of Finance, Shanghai Jiao Tong University
Steven Zhang, Chief Economist and Head of Research, Morgan Stanley Huaxin Securities

Chaired by:
Dr. Gordian Gaeta, Chairman, Wealth and Society Programme & Pan Xilong, Associate Professor, Chinese Finance Research Institute of Southwestern University of Finance and Economics

15:00

Leaders paving the way – CEO Dialogue

Tang Ning, Founder and CEO of CreditEase and Emmanuel Daniel, Chairman of The Asian Banker will come together in a dialogue session, in which, we will hear more about how Chinese entrepreneurs can create a positive impact in society with their innovative ideas that are prepared to be long lasting.

16:00

Technology for good – Achieving sustainability goals through innovation

Technology and digital capabilities in the world we live today have undoubtedly unlocked opportunities in the realm of philanthropy and impact investing. The proliferation of blockchain, digital assets, artificial intelligence and the collaborative economy have disrupted the impact investment industry in ways that could allow better measurement of results and optimal use of resources. We hear from an expert on how technology is redefining the future of giving and how techpreneurs themselves engage in philanthropic actions.


Amy Tucker, Co-Founder & Chief Impact Officer, Sparrow, a new telecommunications provider dedicated to eradicating digital poverty in the United States, and former Technology Advisor, Bill and Melinda Gates Foundation.

16:15

Shift in priorities for China’s HNWIs investments portfolios – Wealth comes with great responsibility

As China has taken over from the US as the place where exceptional wealth is created at the fastest rate, as well as the young entrepreneurs and business women are emerging at a rapid pace, a profound transformation is occurring in China’s affluent view of wealth itself. They see an opportunity to tackle some of the societal challenges facing us today.

  • Family governance plans for the next decade and business succession

  • The rise of women and millennials as leaders in China

  • Younger HNWIs are the driving force behind the growth in philanthropy and sustainable investing

  • Using technology and wealth for social good


Speakers/Panellists:
Zhao Zhimin, General Manager of Shanghai Wealth Management Center, CITIC Trust
Amy Tucker, Co-Founder & Chief Impact Officer, Sparrow and former Technology Advisor, Bill and Melinda Gates Foundation.
Li Shuang , Partner and Attorney at Law, Dentons Law Firm

Co-chaired by:
Dr. Gordian Gaeta, Chairman, Wealth and Society Programme & Pan Xilong, Associate Professor, Chinese Finance Research Institute of Southwestern University of Finance and Economics

17:00

End of Conference

Supporting Organizations

Shanghai Banking Association (SBA), formerly known as Shanghai Banking Association of Foreign Exchange, was founded on December 22nd, 1992 and renamed in 1998. Established with the approval of Shanghai Administration of Social Organizations and guided by CBRC Shanghai Office, SBA is a professional, non-profit trade association, speaking for banks and other financial institutions in Shanghai. From a historical connection and inheritance perspective, SBA claims its kinship with Shanghai Bankers’ Association founded in 1918. As of April 30th 2018, SBA has a membership of 218. Full members include policy banks, privately owned banks, large commercial banks, joint stock commercial banks, city commercial banks, asset management companies, etc. Associate members mostly consist of representative offices of foreign financial institutions in Shanghai. www.sbacn.org
Shanghai Asset Management Association(SAMA)was established on 18 Nov. 2010. It is a non-profit public group legal person formed by Shanghai funds and asset management companies under the direction of China Securities Regulatory Commission (CSRC) Shanghai Regulatory Bureau. Our business scope is self-discipline management, coordination and mediation, research and investigation, consultation and training, academic communication and others permitted by laws and regulations. Untill September 2018, total members have reached 170, covering all public funds companies, asset management companies, private equity companies, Shanghai fund sales institutions and foreign fund company branches Shanghai. As of August 2018, 5287 products have been managed by 55 public offering fund companies in Shanghai, with total assets under management of 63932.24 billion yuan, including 1,864 public offering fund products, 454.667 billion yuan public offering fund assets, 3011 non-public offering products and 184.70.54 billion yuan non-public offering assets. The specific customer asset management company managed 3050 products, with a management scale of 2517.678 billion yuan. www.samacn.org.cn

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