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Li Ka-shing, Hutchison Whampoa, with Henry Paulson, Goldman Sachs

GLOBAL FORUM 2005
China and the New Asian Century
May 16-18, 2005
Agenda

The rate of modernization and growth in China, as well as other parts of Asia, is so rapid that it's difficult to gain a true perspective on the magnitude of economic and social change. Yet, putting what's happening in Asia into perspective is crucial, because the issues and opportunities created by this progress are having a profound impact on the global business community.

In 1979, Deng Xiaoping identified Xiaokang—the ancient Chinese ideal of a well-off society—as the way to modernize China. He and his successors took steps to raise the population's material wealth to international standards. Progress toward this goal has been nothing short of remarkable. Other countries in Asia are following different roadmaps from China's, but share the underlying goal. Those efforts are changing the way people live—their lifestyles, mobility, communications, culture—and affecting their outlook for the future. The challenge is in ensuring that this rapid modernization encompasses a sustainable development strategy and balances social, economic, and environmental concerns.

At the FORTUNE Global Forum we will take a candid, in-depth look at the changes in China and Asia and the ramifications for multinational companies.


MONDAY, 16 MAY

REGISTRATION

CONCURRENT ROUNDTABLES

China Sports Roundtable: Rapid Development and Emerging Opportunities
A powerful sports boom is under way in China, with significant implications for companies looking to build their brands with the country's enormous consumer population. The 2008 Beijing Olympics are a major catalyst for change, and rapid development is also occurring in virtually every other sports sector. The traditional pillars of sports marketing—including mass television viewership, sponsorships, and endorsement deals—are taking shape. This program—presented with FORTUNE's sister publication Sports Illustrated—will bring together the leaders of sports in China with experts from around the globe to discuss these fascinating changes and explore the opportunities they present for multinational companies. Speakers include Liu Peng, China Sports Ministry General Secretary; Paul Tagliabue, Commissioner of the NFL; and Peter Ueberroth, Chairman, U.S. Olympic Committee, and others. Separate registration is required.

Meet the New China: Cultural Changes, Challenges, and Opportunities
Since 1978, China has moved more than 250 million people out of poverty—an accomplishment unprecedented in human history. To maintain the forward momentum, 15 million new jobs need to be created every year. During the next decade, more than 400 million people will need to move from the countryside to cities.

Such large-scale change will create previously unimaginable infrastructure demands. It also will both require and create major cultural shifts, which will present new challenges and opportunities. In this full-day roundtable, we'll take an in-depth look at a variety of issues—including the evolving role of media, the move to megacities, mobile communications, education, and the emerging affluent class and luxury market—and their implications for multinationals operating in or marketing to China. Featured speakers include Hernando de Soto, Institute for Liberty and Democracy; Huang Hung, China Interactive Media Group; Li Yifei, Viacom Asia; Ermenegildo Zegna, of the Zegna Group; and Zhao Qizheng, Minister, State Council Information Office, and many others. Separate registration is required.

FREE TIME

OPENING RECEPTION

GALA DINNER and KEYNOTE ADDRESS

Introductions:
Eric Pooley, Managing Editor, FORTUNE
Richard D. Parsons, Chairman and CEO, Time Warner Inc.

Keynote Address:
His Excellency Hu Jintao, President of China


TUESDAY, 17 MAY

BREAKFAST

REGISTRATION

WELCOME AND INTRODUCTIONS

SPECIAL ADDRESS
Introduction:
Richard D. Parsons, Chairman and CEO, Time Warner Inc.
Speaker:
Zeng Peiyan, Vice Premier, People's Republic of China

GENERAL SESSION

THE NEW ASIAN CENTURY

Speakers:
Nobuyuki Idei, Chairman and Group CEO, Sony Corp.
John B. Menzer, President and CEO, Wal-Mart International
Henry M. Paulson, Jr., Chairman and CEO, The Goldman Sachs Group, Inc.
Yang Yuanqing, Chairman, Lenovo Group Ltd.

Moderator:
Rik Kirkland, Global Editor, FORTUNE

TECHNOLOGY AND THE NEW ASIAN CENTURY

Speaker:
Jong-Yong Yun, Vice Chairman and CEO, Samsung Electronics Co., Ltd.

GENERAL SESSION
THE AUTO INDUSTRY IN ASIA: AN OPEN ROAD?


Speakers:
Hu Maoyuan, President, Shanghai Automotive Industry Corp. (Group)
Helmut Panke, Chairman of the Board of Management, BMW AG
G. Richard Wagoner, Jr., Chairman and CEO, General Motors Corp.

Moderator:
Alex Taylor III, Senior Editor, Industry, FORTUNE

NETWORKING BREAK

GENERAL SESSION
INDIA: THE OTHER EMERGING POWERHOUSE

Speakers:
Lakshmi Narayanan, CEO and President, Cognizant Technology Solutions Corp.
Nandan M. Nilekani, CEO, President, and Managing Director, Infosys Technologies Ltd.
Michael Patsalos-Fox, Chairman, Americas Region, McKinsey & Company
Prannoy Roy, President and Editor in Chief, New Delhi Television Ltd. (NDTV)

Moderator:
David Kirkpatrick, Senior Editor, Internet and Technology, FORTUNE

GENERAL SESSION

UNDERSTANDING CHINA'S CAPITAL MARKETS


Speakers:
Stuart T. Gulliver, Chief Executive, Corporate, Investment Banking, and Markets, HSBC
Jack R. Rodman, Partner, Ernst & Young
Kevan Watts, Chairman, Merrill Lynch International Inc.
Zhou Xiaochuan, Governor, People's Bank of China

Moderator:
Robert Friedman, International Editor, FORTUNE

NETWORKING LUNCH
Ballroom Lawn

CONCURRENT SESSIONS (I, II, III, IV, and V)

(I) The Falling Dollar's Global Impact
Villa 17 Ballroom

Speakers:
Kenneth S. Courtis, Vice Chairman, Goldman Sachs Asia
Li Jiange, Vice Minister, State Council Development Research Center, People's Republic of China
Stephen S. Roach, Managing Director and Chief Economist, Morgan Stanley
Makoto Utsumi, President and CEO, Japan Credit Rating Agency, Ltd.

Moderator:
Justin Fox, Editor at Large, FORTUNE

(II) Perspectives on Doing Business in Asia: Understanding What Works
Villa 6

Speakers:
Victor L.L. Chu, Chairman and CEO, First Eastern Investment Group
Andrew N. Liveris, President and CEO, The Dow Chemical Company
Antonio M. Perez, President and COO, Eastman Kodak Co.

Moderator:
Thomas D. Gorman, Chairman and Editor in Chief, FORTUNE China

(III) Corporate Governance
Clubhouse

Speakers:
David Eldon, Chairman, HSBC Asia Pacific
Fang Xinghai, Deputy Chief Executive Officer, Shanghai Stock Exchange
Jiang Jianqing, Chairman and President, Industrial and Commercial Bank of China
Peter G. Peterson, Senior Chairman and Co-founder, The Blackstone Group
James S. Turley, Chairman and CEO, Ernst & Young

Moderator:
Geoff Colvin, Senior Editor at Large, FORTUNE

(IV) Creating a Global Workforce
Clubhouse

Speakers:
Diana Farrell, Director, McKinsey Global Institute
Victor K. Fung, Group Chairman, Li & Fung Group
John B. Menzer, President and CEO, Wal-Mart International
Lakshmi Narayanan, CEO and President, Cognizant Technology _Solutions Corp.
William G. Parrett, Chief Executive Officer, Deloitte Touche Tohmatsu
Charles Prince, Chief Executive Officer, Citigroup Inc.

Moderator:
David Kirkpatrick, Senior Editor, Internet and Technology, FORTUNE

(V) CNN Connects: China Rising
Villa 10

Speakers:
Han Sung-Joo, Professor of International Relations, Korea University
Irwin Mark Jacobs, Co-founder, Chairman, and CEO, QUALCOMM Inc.
Luc Vandevelde, President of the Supervisory Board, Carrefour SA
Peggy Yu Yu, Founder and Co-president, www.dangdang.com, (DangDang)

Moderators:
Clay Chandler, Asia Editor, FORTUNE
Jim Clancy, Anchor, CNN
Robert Friedman, International Editor, FORTUNE

SESSION SWITCH BREAK

GENERAL SESSION

ENERGY: FINDING FUEL FOR CONTINUED ECONOMIC GROWTH


Speakers:
Chen Tonghai, Chairman, Sinopec Corp.; President, Sinopec Group
Linda Cook, Executive Director, Gas and Power, Royal Dutch/Shell Group of Companies
Anne Lauvergeon, Chairman of the Executive Board, Areva
Ma Kai, Minister, National Development and Reform Commission, People's Republic of China
William A. McDonough, Chairman, China-U.S. Center for Sustainable Development

Moderator:
Clay Chandler, Asia Editor, FORTUNE

GENERAL SESSION

THE WORLD ECONOMY: WHAT COULD GO WRONG?


Speakers:
Cheng Siwei, Vice Chairman, Standing Committee, National People's Congress of the PRC
Hernando de Soto, Author, The Mystery of Capital
Peter G. Peterson, Senior Chairman and Co-founder, The Blackstone Group
C.K. Prahalad, Harvey C. Fruehauf Professor of Business Administration, University of Michigan (Ann Arbor) Business School
Stephen S. Roach, Managing Director and Chief Economist, Morgan Stanley

Moderator:
Geoff Colvin, Senior Editor at Large, FORTUNE

AN EVENING WITH CHINA'S LEADERS
HOSTED BY THE BEIJING MUNICIPALITY


Speaker:
Wang Qishan, Mayor, Beijing Municipality

RECEPTION AND DINNER

POST-DINNER RECEPTION



WEDNESDAY, 18 MAY

BREAKFAST

BUSINESS SESSIONS
WELCOME AND INTRODUCTION

Michael Federle, Publisher, FORTUNE

OPENING ADDRESS



Introduction:
Philip N.L. Chen, Chief Executive, Cathay Pacific Airways

Speaker:
Bo Xilai, Minister, Ministry of Commerce, People's Republic of China

GENERAL SESSION

OPPORTUNITIES AND CHALLENGES FOR CHINESE COMPANIES


Speakers:
James S. Turley, Chairman and CEO, Ernst & Young
Wang Xianzhang, Chairman and President, China Life Insurance Company Ltd.
Zhang Xinsheng, Chairman, Shanghai Brilliance Co. Ltd.
Zhou Huan, Chairman, Telecom Technology and Industry Group and President, China Academy of Telecommunications Technology

Moderator:
Clay Chandler, Asia Editor, FORTUNE

GENERAL SESSION

WIRELESS ASIA


Speakers:
James L. Balsillie, Chairman and Co-CEO, Research in Motion Ltd.
Irwin Mark Jacobs, Co-founder, Chairman, and CEO, QUALCOMM Inc.
Edward Suning Tian, Chief Executive Officer, China Netcom Group Corp. (Hong Kong) Ltd.
Wang Xudong, Minister, Ministry of Information Industry, People's Republic of China

Moderator:
Stephanie Mehta, Senior Writer, FORTUNE

GENERAL SESSION
INTELLECTUAL PROPERTY RIGHTS: MORE TURMOIL OR MUTUAL_UNDERSTANDING?

Speakers:
David Chang, Chief Executive Officer, Philips China
David Frazee, Shareholder, Greenberg Taurig, LLP
Dan Glickman, President and CEO, Motion Picture Association of America, Inc.
Jeffrey B. Kindler, Vice Chairman, Pfizer Inc.
Wang Jingchuan, Commissioner, State Intellectual Property Office, People's Republic of China

Moderator:
Robert Friedman, International Editor, FORTUNE

SESSION SWITCH BREAK

CONCURRENT SESSIONS (I, II, III, IV, and V)

(I) Roles and Responsibilities of Multinationals:
Social and Environmental
Clubhouse

Speakers:
Louis C. Camilleri, Chairman and CEO, Altria Group, Inc.
David L. Cunningham, President, Asia Pacific Division, FedEx
John Elkington, Co-founder and Chairman, SustainAbility Ltd.
Jim Harkness, Country Representative, World Wildlife Federation China
Xue Lan, Professor and Executive Associate Dean of School of Public Policy and Management, Tsinghua University

Moderator:
Marc Gunther, Senior Writer, FORTUNE

(II) Booming Economies and Commodities
Villa 6

Speakers:
George Desvaux, Director, Beijing Office, McKinsey & Company
Thomas J. Donohue, President and CEO, U.S. Chamber of Commerce
Xie Qihua, Chairwoman and President, Shanghai Baosteel Group Corp.

Moderator:
Peter Petre, Senior Editor at Large, FORTUNE

(III) Entrepreneurship
Villa 6

Speakers:
Li Dongsheng, Chairman and CEO, TCL Corp.
Jack Ma, Founder, Chairman, and CEO, Alibaba.com
Mary Meeker, Managing Director, Morgan Stanley
Peggy Yu Yu, Founder and Co-president, www.dangdang.com (Dangdang)
Charles Zhang, Founder and CEO, Sohu.com Inc.
Zhang Yue, Chairman and CEO, BROAD Air Conditioning Co. Ltd.

Moderator:
Geoff Colvin, Senior Editor at Large, FORTUNE

(IV) Regional Power Shifts
Villa 17 Ballroom

Speakers:
Timothy E. Feige, President and CEO, The Gibraltar Life Insurance Co., Prudential International Insurance
Gabriel Hawawini, Dean, INSEAD
Tadakazu Kimura, Deputy Managing Editor, Asahi Shimbun
Kenneth Lieberthal, Professor of Political Science and William Davidson
Professor of Business Administration, University of Michigan
Philip J. Purcell III, Chairman and CEO, Morgan Stanley

Moderator:
Robert Friedman, International Editor, FORTUNE

(V) The Outlook for Banking Reform in China
Clubhouse

Speakers:
Dominic Barton, Chairman, Asia, McKinsey & Company
Chen Yuan, Governor, China Development Bank
Liu Mingkang, Chairman, China Banking Regulatory Commission
Jack R. Rodman, Partner, Ernst & Young

Moderator:
Clay Chandler, Asia Editor, FORTUNE

SESSION SWITCH BREAK

GENERAL SESSION

WILL ASIA BECOME THE FOCAL POINT OF_TECHNOLOGY INNOVATION?


Speakers:
George F. Colony, Chairman and CEO, Forrester Research, Inc.
Ellen J. Kullman, Group Vice President, Safety & Protection, DuPont
Stan Shih, Co-founder and Chairman Emeritus, Acer Group
Derek Williams, Executive Vice President, Asia Pacific Division, Oracle Corp.
Xu Guanhua, Minister, Ministry of Science and Technology, People's Republic of China

Moderator:
David Kirkpatrick, Senior Editor, Internet and Technology, FORTUNE

ECONOMIC DEVELOPMENT AND GLOBAL ECOLOGICAL CHANGE

Speaker:
Yuriko Koike, Minister of the Environment, Japan

Introduced by:
Michael Elliott, Editor, Time Asia

NETWORKING LUNCH
Ballroom Lawn

CONCURRENT SESSIONS (I, II, III, and IV)
(I) A Looming Environmental Crisis?
Clubhouse

Speakers:
Jorgen M. Clausen, President and CEO, Danfoss A/S
Jurgen Dormann, Chairman, ABB
Elizabeth C. Economy, C.V. Starr Senior Fellow and Director of Asia Studies, Council on Foreign Relations
William A. McDonough, Chairman, China-U.S. Center for Sustainable Development
Pan Yue, Vice Minister, State Environmental Protection Administration, People's Republic of China

Moderator:
Marc Gunther, Senior Writer, FORTUNE

(II) Is the Locus of Scientific and Medical Research and Innovation Shifting to Asia?
Clubhouse

Speakers:
Cheng Jing, Founder and CEO, CapitalBio Corp.
William A. Haseltine, Chairman and CEO, Haseltine Associates, Ltd.
Edison Liu, M.D., Executive Director, Genome Institute of Singapore
Jörg Reinhardt, Head, Pharma Development, Novartis Pharma AG
Zhang Simin, Chairman, Shenzhen Neptunus Group Holdings Co., Ltd.

Moderator:
David Stipp, Senior Writer, Boston, FORTUNE

(III) Emerging Trade Relationships
Villa 6

Speakers:
Han Sung-Joo, Professor of International Relations, Korea University
Michael Johnson MP, Federal Member for Ryan, Parliament of Australia
Kenneth Lieberthal, Professor of Political Science and William Davidson
Professor of Business Administration, University of Michigan

Moderator:
Michael Elliott, Editor, Time Asia

(IV) Wanted: Good Management
Villa 17 Ballroom

Speakers:
Elaine La Roche, Chairman, Linktone
Frances K. O'Sullivan, Senior Vice President and COO, Lenovo International
John Zhuang Yang, U.S. Dean, Beijing International MBA Program,_Peking University

Moderator:
James McGregor, Author, One Billion Customers: Lessons from the Front Lines of Doing Business in China

SESSION SWITCH BREAK

GENERAL SESSION

GLOBAL, REGIONAL, AND LOCAL BRANDING:
WHO'S WINNING AND WHY?


Speakers:
Sir Martin Sorrell, Group Chief Executive, WPP
Meg Whitman, President and CEO, eBay Inc.
Yang Mianmian, Co-founder and President, Haier Group
Masamoto Yashiro, Chairman and CEO, Shinsei Bank, Ltd.

Moderator:
Rik Kirkland, Global Editor, FORTUNE

FORUM CLOSING



President Hu Jintao of the People's Republic of China will attend the Forum and deliver the keynote address at the gala opening on the evening of 16 May.


Former President of the People's Republic of China Jiang Zemin and Dell Chairman Michael Dell talk during dinner at Global Forum 2001 in Hong Kong


Vindi Banga, Hindustan Lever, with Jean-Pierre Garnier, GlaxoSmithKline


Anne Mulcahy, Xerox, and Carlos Ghosn, Nissan Motor


Meg Whitman, eBay


Jorma Ollila, Nokia



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