Two Day Agenda as of October 5, 2004. (** Subject to Change **)

Conference Day 1 - Thursday, October 7th
7:45 am		Registration (all day) & Breakfast
9:00 am	30 min	Opening Keynote - William Hambrecht, Chairman & CEO of WR Hambrecht & Co. - "The New Age of Investment Banking" with an introduction by Tom Friel, Chairman & CEO of Heidrick & Struggles
9:30 am	15 min	Break
9:45 am	75 min	Outlook: "Powerhouse" Economies in the Next 40 Years This insightful panel discussion will analyze the exponential economic growth seen in recent years in China and India. Panel members will each offer a unique perspective regarding the resulting shift of economic power as well as the potential for each economy to maintain a high rate of continued growth. Hear what the experts think - and what it means to your bottom line. Chi-Foon Chan - President & COO, Synopsys Rafiq Dossani - Asia Pacific Research Center, Stanford Nikunj Jinsi - Senior Investment Officer, Global Information & Communications Technology Division, IFC Clarence Kwan - Managing Partner, Chinese Services Group, Deloitte (moderator) Roopa Purushothaman - co-author of the “BRICs” report, Goldman Sachs
11:00 am	30 min	Break
11:30 am	75 min	Succeeding in China: Advice from the Trenches Find out how companies have been able to enter, maneuver, and thrive in the China market. Listen to their success stories, as well as the challenges that they faced, and find out how your business can prosper in China. Discussions will include practical advice from experts and tips to improve your chance of success. Tom Chaffin - Partner, Pillsbury Winthrop (moderator) Muan Lim - COO, Advantec Charles Kenmore - President & CEO, ANDA Networks Leo Young - CEO, InfoTech Essentials Ken Xie - CEO, Fortinet
12:45 pm	75 min	Lunch and Keynote - Dr. David Lam, Chairman of David Lam Group and Founder of Lam Research - "Silicon Valley Entrepreneurs: Then and Now" Lunch sponsored by WR Hambrecht & Co. with an intoduction by Lee Ting, Managing Director
2:00 pm	75 min	Asia, a Driving Force in the Global Wireless Industry The importance of Asia in the global wireless industry is increasingly dramatically. For years, mobile operators in Asia, particularly in Japan and in Korea, have served as global success stories for wireless data. In addition, new forces, such as emerging markets in China and in India, escalating roles of original design manufacturers (ODMs), and increasing levels of Asian venture capital activity, are fundamentally driving Asia to the forefront of the global wireless industry. This session will address the changing roles of Asia in wireless -- and the resultant opportunities for corporations and startups globally. Rajeev Chand - Senior Equity Research Analyst, Wireless Technologies, Rutberg & Company (moderator) Dr. Hideo Okinaka - GM/Office of the CTO, KDDI Richard Wong - General Manager, Openwave Edward Yu - CEO, Analysys
3:15 pm	30 min	Break
3:45 pm	75 min	India as a Marketplace: How to Grab Your Share This session will tackle the topic of the opportunity of selling into India and changing your view to regard India as a marketplace - who the prospects are, what the opportunities and risks are, and how achieve profitable a business venture. Navin Chaddha - General Partner, Gabriel Venture Partners - Senior Vice President, Global Financial Services - India, Silicon Valley Bank Sonjoy Mohanty - CMO, Bharti Telecom Shanker Trivedi - VP, Sun Microsystems Dinesh Vaswani - Entrepreneur-in-Residence, Bessemer Ventures Sriram Viswanathan - Managing Director, Strategic Investments, Intel
5:00 pm	90 min	Cocktail Reception
6:30 pm	150 min	AAMA 25th Anniversary Gala Dinner and Keynote - Jen-Hsun Huang, President & CEO of nVidia - "Opportunities in the Digital Media Era: Perspectives from a CEO and Entrepreneur" with an introduction by Carmen Chang, Partner at Shearman & Sterling
Conference Day 2 - Friday, October 8th

7:45 am		Registration (until noon) & Breakfast
9:00 am	30 min	Opening Keynote - Richard Chang, Chairman, President & CEO of SMIC - "Doing Business in the Asian Pacific Century" with an introduction by Scott Angel, Partner at Deloitte
9:30 am	15 min	Break
9:45 am	75 min	Software in Asia: Beyond Outsourcing The software industry in Asia will see high growth for the rest of the decade. Outsourcing has been the primary driver of the growth in the past and will continue to play an important role going forward expanding beyond India to China and Philippines. Alongside outsourcing of software development, coding, and testing, we can see the emergence of local software companies focused on applications, open systems, security, communications, etc. as the local markets demand solutions that are customized and cost effective for local customer needs. This trend offers great opportunities for Asian software companies but what is the implication for the global software companies? Drew Clark - Director of Strategy, IBM John Larson - Senior Advisor, Zhongguancun Software Park Beijing Ricky Lei - CEO, Hinge Software Daniel Lee - CTO, Yahoo! N. Asia Dr. Robert P. Lee - President & CEO, Accela, Inc. and Chairman & CEO, Achievo Corporation (moderator) Baoxin Li - Chairman, Beijing Zhongguancun Software Park R. Shankar - Chairman and CEO, Epiance
11:00 am	30 min	Break
11:30 am	75 min	Bio-Tech: Asia's Next Big Opportunity (co-hosted with BayHelix and SAPA-West) With the ever soaring R&D expense, how to realize the economic value of science research has become an ever more important issue for biotech and pharmaceutical companies, i.e. outsourcing and collaboration as a solution? What are the current biotech trends and will outsourcing be an issue just like that of the IT sector? Fred Greguras - Partner at Fenwick & West Dr. Brad S. Lee, J.D - Executive Vice President & Founder, Epitomics Inc. Dr. Ge Li - Founder & CEO, Wuxi PharmaTech (Shanghai, China) Dr. Winnie Wan - CEO. Aria Biosystems Dr. Jonathan Wang - Chairman of BayHelix & Managing Director, WI Harper Group (moderator)
12:45 pm	75 min	Lunch and Keynote - Dr. David Ho, founding Scientific Director & CEO of the Aaron Diamond AIDS Research Center with an introduction by Lee Edwards, Managing Partner of Shearman & Sterling Beijing
2:00 pm	75 min	The New Investment Landscape in Asia As more mainstream businesses have begun to seriously invest in Asia, strategies and perspectives have evolved. Join this thought provoking panel discussion to evaluate the impact of this trend - particularly as it relates to the entrepreneur and new investment opportunities. Jim Boettcher - General Partner, Focus Ventures Carmen Chang - Partner, Shearman & Sterling Danial Faizullabhoy - Managing Director, Walden International John Jarve - Managing Director, Menlo Ventures Tony Perkins - Co-Founder & Editor-in-Chief, AlwaysOn (moderator) James Wei - Managing General Partner, Worldview Technology Partners
3:15 pm	15 min	Closing Address - David Ho, President of Nokia (China) - "The Future of China's Telecom Industry: an Inside Perspective" with an introduction by Stan Wang, CEO of Viador
3:30 pm	15 min	Closing Remarks
3:45 pm	60 min	Closing Champagne Mixer
4:45 pm		Conference ends

Your registration includes a ticket to the AAMA 25th Anniversary Gala Dinner ... Delicious food and wine, Artistic performances, Commemorative video presentation, AAMA Founders Award presentation, Inspiring keynote by Jen-Hsun Huang, President & CEO of nVidia ...This will be a wonderful night to remember!