Each Autumn, this event
brings together some of the most extraordinary people in the world. The China
Investor From 2006 plans to bring policy-makers, C-level corporate officers of
leading companies both public and public-to-be from Greater China Area to Wall
Street, and let them further explain the growth opportunities to US institutional
investors. The Conference is aimed to: - Present the growth opportunities
of China to Wall Street
- Bridge the US capital markets and companies from
greater China area
- Network American institutional investors, business leaders
and Chinese entrepreneurs
- Provide depth information & insights on Chinese
economy, companies and policies
Current Speakers
(Partial): Perry Wong, Senior Research Economist, Milken Institute,
Email: pwong@milkeninstitute.org Perry Wong is a Senior Research Economist
in Regional Economics at the Milken Institute. Wong is an expert on regional economics,
development and econometric forecasting and specializes in analyzing the structure,
industry mix, development and public policies of a regional economy. He designs,
manages and performs research on labor and workforce issues, the relationship
between technology and economic development, and trade and industry, with a focus
on policy development and implementation of economic policy in both leading and
disadvantaged regions. Wong is actively involved in projects aimed at increasing
access to technology and regional economic development in California and the American
Midwest. His work extends to the international arena, where he is involved in
regional economic development in southern China, Taiwan and other parts of Asia.
Wong began his career in regional industry analysis, spatial economics, industry
development economics which he applies to his work at the Institute in studies
such as The Economic Contributions of Health Care to New England and Manufacturing
Matters: California's Performance and Prospects. Prior to joining the Institute,
Wong was a senior economist and director of regional forecasting at Global Insight,
Inc. (formerly Wharton Econometric Forecasting) where he managed regional quarterly
state and metropolitan area forecasts and provided consultation. There he designed
regional modeling systems and contributed to regional economic impact studies
on topics including budget reduction and health care reform. He also co-authored
the DC Economic Recovery Act Impact Study presented to the U.S. Congress and worked
on an API-sponsored study on the effects of carbon and particulate emission containment
on the regional economy. Wong has conducted many research studies regarding
regional economic development and policy impacts on both public and private fronts.
These include the impact of U.S. budget and trade policy changes on key U.S. industries
and regions; healthcare reform and its implications on the balance of U.S. budget;
the Kyoto Agreement and its impact on the well being of U.S. regional economies;
the pharmaceutical industry and its contribution to the state economy in Pennsylvania,
and more. Wong earned his master's degree in economics at Temple University
in 1990 and completed all course requirements for his Ph.D. Kevin K. Leung,
Partner, RICHARDSON & PATEL LLP Mr. Leung is a partner specializing in
corporate finance for publicly traded companies, mergers and acquisitions transactions,
formation of hedge funds and international transactions. Mr. Leung has represented
numerous issuers in structuring, documenting and servicing both private and public
offerings, especially in PIPE (Private Investments in Public Equities) transactions
from term sheet to closing to working with the SEC on getting the Registration
Statement effective. He also has extensive experience in representing private
companies in the process of going public and has taken numerous U.S. private companies
public through public offerings (IPO) or reverse take-overs (RTO). Mr. Leung
represents numerous small and mid-cap public and private companies in all phases
of their development, from formation through IPO and subsequent merger and acquisition
activity, including financing, joint ventures, equity compensation and working
through regulatory issues. Mr. Leung has represented U.S. companies in joint
ventures doing business in China in cross border transactions. He has also taken
numerous Chinese private companies public in the U.S. through IPOs or RTOs from
finding funding, underwriting or suitable public shell companies to structuring,
negotiating and closing the IPO or RTO to working through all regulatory compliance
issues (including registration statements, Exchange Act compliance and Sarbanes-Oxley
compliance) to NASDAQ quotation or AMEX listing to financing and mergers & acquisition
transactions. Mr. Leung is fluent in Cantonese Chinese. Mr. Leung also has
extensive experience in corporate and partnership taxation and has advised clients
on tax issues involving corporate mergers and acquisitions, partnership dissolutions,
formation of various business entities, the use of tax treaties and formation
of joint ventures in foreign jurisdictions. Prior to joining Richardson & Patel
LLP, Mr. Leung was a corporate associate in the Century City office of Allen Matkins
Leck Gamble & Mallory LLP and a corporate and tax associate in the downtown Los
Angeles office of Paul Hastings Janofsky & Walker LLP. Kevin K. Leung received
his Bachelor of Arts degree from the University of California at Irvine in 1991.
He received his Juris Doctorate from Loyola Law School in 1996 and passed the
California State Bar examination that same year. Mr. Leung is a member of the
State Bar of California, the Los Angeles County Bar Association, the Southern
California Chinese Lawyers Association and the Asian Business League. Mr. Leung
is admitted to practice in all courts in the State of California, the United States
District Courts for the Central District and the United States Tax Court. Phil
Ming Xu, CEO & Chairman, World Capital Market Inc. , xm@WorldCapitalMarket.com
Ming (Phil) Xu, CEO&President , Ming worked for an international broadcasting
companies as a program producer in Beijing in 1990s, where he gained intimate
China business experience & developed global insights. At the same time, he consulted
with Fams, one of the largest marketing research companies in China. His client
experience includes Fortune 500 companies like Motorola, Siemens, P&G and etc.
He worked for HLB international, 11th largest accounting advisory firm, as a financial
consultant on IPO, M&A and foreign investment in China from 1997-1999. He co-founded
Harmony Investment International at Beijing in 1999, which closed several RTO
& IPO deals and consults with Netherlands government on investment in China till
now. In 2002, he co-founded WorldCapitalMarket Inc. in Los Angeles. Prior to
that, he worked for a US telecom company and Prudential Financials. He now consults
with Private Equity Management Group, Millennium Hanson Capital and Millennium
Capital that brings China.com's IPO. He also serves as Chairman of Southern California
Chinese Professional Association. He attended MBA program in Peking Univeristy
in 1999. He received a Master degree in Communication Management, a multidiciplinary
program from University of Southern California,where he spent two years taking
classes from business school, communication school and engineering school. He
received his BA from Beijing International studies University. Paula Beroza
Managing Director, Sierra Asia Partners
Former Head of China Investment
Banking Division for Merrill Lynch China Investment Milestones: Completed
the first international equity offering of a Chinese Company Raised over
$2 billion in financing for Chinese enterprises Executive Endorsement Charles
Li, Chairman and CEO of JP Morgan Chase China: "Paula was one of the pioneers
of finance in China. She has done very innovative and cutting edge deals bringing
with her a vast amount of expertise in the international markets together with
a good cultural and technical understanding of what can and can't be done in China.?
Biography Paula Beroza, Managing Director, has more than 20 years of experience
in investment banking and investment management originating, structuring, and
marketing over $26 billion of acquisitions, debt and equity issues of U.S. and
international companies (China, Taiwan, Hong Kong, Japan, Germany, and Latin America).
Ms. Beroza spent 11 years at Merrill Lynch where she worked in a variety of
capacities including running the Greater China investment banking business in
the mid-1990's. As head of the Greater China investment banking group, Ms. Beroza
helped international firms seeking access to the China market, completed the first
international equity offering of a Chinese company, structured and placed innovative
financial products, and educated the government and Chinese enterprises as to
the operation of the international capital markets, including investor expectations,
regulatory practices, transparency, after-market trading, etc. In all, Ms. Beroza
has helped raise over $2 billion in financing for Chinese enterprises. Prior
to joining Merrill Lynch, Ms. Beroza worked in the High Yield Capital Markets
and Private Placement divisions of Salomon Brothers, structuring and negotiating
complex acquisition-related financings (including leveraged buyouts) and selling
them to sophisticated institutional investors, and structuring and arranging bridge
loans. Prior to Salomon, Ms. Beroza spent 5 years with the Prudential Insurance
Company of America in the Private Placement Department managing, negotiating and
monitoring a portfolio of private placements and participating in some of the
first leveraged buyouts to be completed. Ms. Beroza received her undergraduate
degree in Mathematics and her master's degree in Finance from the University of
California, Berkeley. Ms. Beroza is based in San Francisco, California. Sample
Speaking Topics: China: Bridge to a New Global Private Equity and Venture
Model Investment Hotspots and Ventures in China Managing Risk While Investing
in China Structuring Deals and M&A Transactions in China Speaking Abstract
Behind the Sabre Rattling: China and U.S. Embrace Two-Way Foreign Investment
Opportunities For investors looking for a lower costs of market entry and a
higher return, China is one of the most attractive markets in the world today.
More than half the globe?s major chief executive officers plan to invest in China
over the next three years, according to a 2006 PricewaterhouseCoopers report.
In 2005 $1.05 billion in venture capital flowed to China with 30 to 40 percent
coming from Silicon Valley, CA. In turn China is looking to world markets to
increase its share of Fortune 500 global companies from 16 to 50 by 2010 and achieve
a greater strategic stake in foreign markets -- with what will reach a trillion
dollars in trade surplus in 2006. Dealogic?s tracking of all China?s foreign investment
deals last year totals $8.84 billion which comes at a good time because the U.S.
will need a trillion dollars of foreign capital in 2006. To capitalize on China
foreign investment opportunities and exit profitably you need to understand the
forces that are driving the successful and unsuccessful investment deals. Paula
Beroza one of the pioneers of corporate finance in China will illuminate the topic
of investing in China from over twenty years of cutting deals. In this session,
she will: Highlight how to win in the current investment climate Navigating
dramatic changes underway in the policy, legal and political environment
The opportunities and threats in taking a portfolio to China Differences
between investing in China and US -- Identifying the blind spots and conducting
due diligence on Chinese companies Viable exit strategies to justify the investment.
Lee Sands
Former U.S. Chief Trade Negotiator to China Executive
Endorsements Bob Nederlander, Jr., President and CEO, Nederlander Worldwide
John Dolan, Senior Vice President of Business Development for Sony: "Lee Sands
was essential to our efforts to establish the first sanctioned Cooperative Joint
Venture in the highly sensitive youth culture oriented music business in China.
The depth of his cultural awareness, linguistic skills and familiarity with Chinese
Government personnel and process were the practical key to our success in our
market entry strategy." BusinessWeek and The New York Times: During his negotiating
career Business Week indicated that Lee Sands? "tenacity and street smarts win
raves from U.S. business." The New York Times commended him for "developing a
negotiating strategy for persuading China to drop a range of restrictions on foreign
companies, and to phase out protection for state-run industries." Biography
Lee Sands, Managing Director, Sierra Asia Partners has more than 30 years of
experience in Asia, including 20 in China. From 1997 to 2004, Mr. Sands served
as founder and Chairman of MBP Consulting, a boutique consulting firm advising
international corporations regarding market access (both entry and penetration)
and government policy in China, and as a partner in Mayer, Brown, Rowe & Maw.
From 1991 to 1997, Mr. Sands served as Chief U.S. Trade Negotiator with China,
in the Office of the United States Trade Representative (USTR), in the Executive
Office of the President. During this time, he negotiated and oversaw implementation
of all major trade agreements with China resulting in market opportunities for
thousands of key U.S. exports; formulated U.S. trade policy; managed negotiations;
and oversaw compliance related to intellectual property rights, telecommunications,
insurance and other areas with China, Japan, Taiwan, Hong Kong and Mongolia. In
addition, Mr. Sands created comprehensive strategies and tactics to address East
Asian trade issues and assisted U.S. companies in designing market access strategies.
Mr. Sands won USTR's distinguished negotiating award for his efforts. From 1986-88,
Mr. Sands worked in the US Embassy in Beijing, Economics Section - where he won
the State Department's Reporting Award for his work at the Embassy in reporting
on developments in China's economic restructuring efforts. Mr. Sands graduated
summa cum laude with a B.A. in Asian Studies from City College of New York in
1973, a Masters of Philosophy in History from Yale University in 1979, with a
specialty in Japanese and Chinese history, and a Master of Arts in Korean and
Chinese language and history from Harvard University (1975). Mr. Sands speaks
and writes the Chinese language. He is based in Beijing. David Chan
Director,
Transaction Services, KPMG Dave has advised numerous domestic and multinational
companies in areas of mergers, acquisitions and divestitures in a number of industries
in various countries including China, Taiwan, Korea, and England. He has significant
experiences in both buy-side and sell-side engagements, having worked on numerous
multi-million dollar transactions. His larger clients include Emerson Electric,
Motorola, Dana, Delphi, Scandent Group, Borg Warner, and DaimlerChrysler. Before
joining the Transaction Services practice in 1999, Dave had four years of experience
in the financial services audit practice. Dave has led a number of multi-million
dollar buy-side projects in Asia, including: ?The acquisition of the power business
of Huawei Technology by Emerson for $750 million;?The proposed IPO of BP plc's
Olefins and Derivatives business; and ?The acquisition of a number of businesses
in China by Emerson (total deal size >$1 billion).He got his Masters in Management
(finance and e-commerce), Kellogg Graduate School of Management, Northwestern
University; BS -honors (accountancy), University of Illinois at Chicago; He is
American Institute of Certified Public Accountants, Illinois CPA Society.
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