8:55 am

5 min

Opening Remarks: William Chen, AAMA President 2005

9:45 am

75 min

TRACK A: Semiconductor Panel 1:
Gauging the Real Semiconductor Opportunity in China
Macro-level discussion of the semiconductor opportunity in China, key trends influencing the market and where domestic and multinational firms can make an impact.

• Jorge del Calvo – Partner, Pillsbury Winthrop Shaw Pittman (moderator)
• Rob Baxter – President & CEO, Centrality
• Peng Fang – Managing Director, WI Harper
• Ping Wu – President & CEO, Spreadtrum
• Kewei Yang – Chairman & CEO, Analogix

TRACK B: CHINA IPOs:
Getting and Staying Public
China is becoming a focal point for venture investors from around the world. From local investors to global investors China's venture industry is rapidly expanding. Representatives from leading US venture capital firms and Chinese venture firms will discuss their perspectives on the trends and dynamics of the investing environment in China.

• Arthur Wong – Partner, Deloitte Beijing (moderator)
• Paul Chamberlain – Managing Director, Morgan Stanley
• Carmen Chang – Partner, Wilson Sonsini Goodrich & Rosati
• Hurst Lin – COO, Sina.com
• Stuart Patterson – Senior Managing Director, Asia Pacific, NASDAQ

11:20 am

75 min

TRACK A: Semiconductor Panel 2:
IC Design and Backend in China
Practical issues involved in running a semiconductor company in China, from personnel matters (recruiting, retention of engineers), overall skill level of engineers in China, protecting IP, to operations (foundry, backend).

• Lip-Bu Tan – Chairman, Walden International (moderator)
• Lung Chu – President, Asia Pacific & Corporate VP, Cadence
• Sam Wang – President, SMIC Americas

TRACK B: Cross-Border M&A
China has become a major player in the global cross-border M&A market, both from an acquirer and target perspective. Leading companies and practioners involved with the China M&A market will share their insights and analyses on key strategic drivers of this M&A activity, as well as major issues involved in such transactions.

• Daniel Mitz – Partner, Jones Day (moderator)
• Scott Anthony – Associate, Wilson Sonsini Goodrich & Rosati
• Keith Nilsson – VP, Corporate Development, Yahoo!
• Lee Ting – Board of Director, Lenovo and Managing Director, WR Hambrecht + Co
• Xiong Yan – President, Beijing Equity
• James F. Brelsford – Senior Vice President, General Counsel, (M)forma Group, Inc

1:50 pm

75 min

TRACK A: Telecom Panel 1:
The China Telecom Market: Best Practices
China is now the most exciting telecom market in the world both in terms of scale and edployment of leading edge solutions. Representation from Telecom equipment, software, consumer device (handset) to offer different perspectives on their China strategy and operating experience.

• Train Luo – Principal, Heidrick & Struggles (moderator)
• Arnold Chang – VP, Investment & Alliance Management, Inventec Appliances Corp.
• Terence Tan – Managing Director, Asia, Worldview Technology Partners
• Dr. Luosheng Peng – CTO and Co-Founder, InnoPath

TRACK B: Venture Investing in China
China is becoming a focal point for venture investors from around the world. From local investors to global investors China's venture industry is rapidly expanding. Representation from leading US Venture Capital Firms and local venture firms will discuss their perspectives on the trends and dynamics of technology venture capital environment in China.

• Zhang Yi – Partner, King & Wood (moderator)
• David Britts – Partner, ComVentures
• David Chao – Co-Founder & Managing General Partner, DCM – Doll Capital Management
• Kevin Fong – Managing Director, Mayfield Fund
• Sriram Viswanathan – Director of Strategic Investments, Intel Capital
• Adam Zheng – Managing Director, Tsinghua TongFang

3:25 pm

75 min

TRACK A: Telecom Panel 2:
Infrastructure and Telecom Trends: Bandwidth,
New Technology and Services 
A macro-level discussion of the telecom industry in China, key trends, infrastructure initiatives and opportunities for how multinational telecom providers can participate in the build up. Representation from equipment and service providers will discuss the supply chain, distribution structure and buying trends and behaviors in China.

• Steven Toronto – Managing Partner, Beijing, Morrison & Foerster (moderator)
• Jay Deng – CEO, Banian Technology
• Hong Lu – CEO, UTStarcom
• Jianhui Zhou – EIR, ComVentures (Former GM of Ciena China)
• Michael Zhao – President & CEO, Array Networks
• Thomas Lam – Managing Director of Sales, China Telecom, USA

TRACK B: Outsourcing in China vs. India
How do you make a decision on outsourcing in China and other parts of Asia? Various sectors have outsourced to different parts of Asia based local clustering factors. Representation from multinational corporations as well as outsourcing experts representing a variety of perspectives from the semiconductor, design and manufacturing sectors.

• J. Ross Docksey – Partner, Sonnenschein Nath & Rosenthal (moderator)
• Anil Gupta – Senior Director, Sourcing, Sun Microsystems
• David Lewis - Founder & CEO, IT E-Strategies
• Dick Liu - Director, Shanghai R&D Center, Synopsys
• Dipender Saluja - Chief of Staff and Corporate VP, Cadence Design Systems
• Raymond Tong - President, Achievo China
• Atul Vashistha - Chairman & CEO, neoIT

9:00 am

45 min

Day 2 Keynote:
Michael Moritz – General Partner of Sequoia Capital, Robert Grady – Managing Director for The Carlyle Group, Interviewer: Matt Adler – Partner of DLA Piper Rudnick Gray Cary.

9:45 am

75 min

TRACK A: How China Business Models are Distinct from the US
China’s Internet population represents the fastest growing and under-tapped audience, and the competition is heating up with incumbent and new players.

• Richard Lim – Managing Director, GSR Ventures (moderator)
• Craig Opperman – Partner, Morgan Lewis
• Xin Ye – CTO, Linktone
• Eric Xu – Co-Founder & Chief Strategy Officer, Baidu
• Edward Yu – CEO, Analysys International

TRACK B: Consumer Panel:
Penetrating the China Consumer Market.
Issues for multinational and domestic consumer electronics companies in successfully marketing to the much sought-after China consumer market, from building a brand name to logistics and cost control. In addition, a discussion of the strategy and efforts of China companies as they attempt to expand internationally, particularly into US and European markets.

• Robert Chiu – Managing Director, Merrill Lynch Asia
• Kamran Elahian – Chairman & CEO, Global Catalyst Partners
• Charlie Wang – Vice President, Hisense Group
• Jack Zhao – CEO, iTalk Global Communications

11:20 am

75 min

TRACK A: Internet Panel 2:
Building Internet Market Share in China
100M Internet users and 300M wireless users represent a large and rapidly growing online population. More importantly the untapped potential is the grand prize being fiercely sought after by all incumbent and new players. In China, the means to market leadership has at times differed from Internet success outside of China. Representation from global Internet leaders discuss  their China strategy, including market and product differences between home market (US) and China, business model changes and lessons learned.

• Greg Lanier – Partner, Jones Day (moderator)
• Daniel Lee – CTO, Asia, Yahoo!
• James Mi – Representative from Google
• Safa Rashtchy – Managing Director & Senior Research Analyst, Piper Jaffray
• Bo Shao – Chairman, eBay Eachnet

TRACK B: Seminar 1:
Business and Contracts in China Product Distribution
As China opens up its distribution and retail sectors, the legal and tax regimes affecting the supply chain in China are rapidly changing, affecting most players (suppliers and customers alike) in a large number of industries. The presentation aims to examine the dynamics of this changing landscape and hopes to provide the audience with a framework to plan their business and operational strategies in China.

• Daniel Chan – Head of Tax DLA Piper Rudnick Gray Cary (Asia)

2:05 pm

75 min

TRACK A: Seminar 2:
M&A: Structure and Tips on Cross Border M&A between U.S. and China Case Study
This session will tackle practical issues involved for both China-based and multinational companies in considering M&A, taking into account the often complicated regulatory and legal issues involved in cross-border China M&A.. The seminar will plan to tackle major issues during the entire M&A process, from initial discussions to term sheet and definitive agreement to closing. Along the way, participants will both raise and try to address challenges that are particularly unique to the China M&A environment.

• Charles C. Comey – Managing Partner, Morrison & Foerster’s Shanghai office
• Bing Ho – Partner and former Beijing Chief Representative, Baker & McKenzie.
  

TRACK B: Seminar 3:
Intellectual Property and Proprietary Know-How Protection in Multinational Firms Advice and Case Study
China is an attractive market for technology products, and is a competitive advantage for companies who can leverage the manufacturing, engineering and services outsourcing benefits. The environment is improving as China will eventually have its own intellectual properties to protect, butt the concerns over interpretation and enforcement and attitude towards IP-protection requires firms to carefully assess their strategies before extending a company’s sales and development operations outside the US. This seminar will discuss the issues, offer advice and discuss best practice in managing IP and proprietary know-how in multinational firms.

• Michelle Lee – Head of Patents and Patent Strategy,
  Google Inc., USA
• Greg T. Sueoka – Partner, Intellectual Property Group, Fenwick and West, LLP

• Yabo Lin – Head of Asia Pacific Practice Group, Sonnenschein Nath & Rosenthal LLP
• James Hsu – Partner, Sonnenschein Nath & Rosenthal LLP
• Ben Chen – Director, Burrill & Co.
  David Ai – Chief Advisor, Hitachi Corporate VC
• Jui Tan – Partner,  BlueRun Ventures
• Christine Lam – Director, Technology Law, Spansion LLC
• Dr. Charles Barry – CEO, Brilliant Telecommunications
  H. Raymond Bingham – Member, Board of Directors, Oracle Corporation

TRACK B: Seminar 5:
VC/Entrepreneur Workshop - “Startup Opportunities in China for Returnees”- an interactive workshop sponsored by Mayfield
China provides a unique opportunity for Chinese entrepreneurs with experience in Silicon Valley to make a real difference. The 2005 IPOs by VC funded technology companies based in China were worth over $4.5 billion at the end of August 2005, in comparison the IPOs by VC funded technology companies based in the US were worth only about $2.8 billion. The majority of the Chinese companies that successfully go public have founders with US experience. Recent examples include Baidu, SMIC, CTrip and 51Jobs.

• Richard Lim – Managing Director, GSR Ventures

4:35 pm

30 min

Closing Remarks:
Kyung Yoon, incoming AAMA President 2006