Subject:

FYI on CIC Conference

From:
Casey.Owens@do.treas.gov
To:
hbiden@rosemontseneca.com, eschwerin@senecaga.com
Date:
2010-04-12 10:58
FYI on recent CIC investment conference at a resort in Sanya, on Hainan Island, over the weekend of March 27-28.
_____________________________________________
 
Who exactly showed up at CIC's Sanya party?By Jame DiBiasio | 7 April 2010
 
*AsianInvestor* reveals the line-up at China Investment Corporation’s private conference on global investments.
 
China Investment Corporation, the giant sovereign wealth fund, held its own investment conference at a resort in Sanya, on Hainan Island, over the weekend of March 27-28.
 
The conference has been interpreted by the media as a "coming out" party for the CIC, capping a successful 2009 in which it recorded a net 17% return on its international investments.
 
A source has forwarded the agenda to *AsianInvestor*, and it explains why you may not have noticed any of these executives at the Hong Kong Rugby Sevens. Such is the price one pays to be a favoured asset manager of CIC.
 
*Saturday, March 27*
 
09.00-09.30 Opening session
Moderator: *Gao Xiqing*, vice chairman, president and CIO, CIC
Speakers:  *Lou Jiwei*, chairman & CEO, CIC
                  *Wei Liucheng*, Party secretary, Hainan province
 
9.30-10.30 Keynote address
Moderator: *Gao Xiqing*
Speakers:  *Lou Jiwei*
                  *Knut Kjaer*, president, RiskMetrics Group; member of international advisory council, CIC
                     (and formerly CIO of Norway's petroleum fund)
 
10.30-10.45 Tea break
 
10.45-12.30 Panel: Post-crisis asset allocation for private equity and other alternative asset classes
Moderator: *Paul Bateman*, chairman, JP Morgan Asset Management
Speakers:  *Volkert Doeksen*, CEO, AlpInvest Partners
                  *Martin Halusa*, global CEO, Apax Partners
                  *Hamilton James*, president & COO, Blackstone Group
                  *Tay Lim-Hock*, managing director, global head of funds and co-investments, Singapore
                     Government Investment Corporation
 
12.30-14.00 Lunch: Financial sector reform in the US
Moderator: *Jesse Wang*, executive vice president & chief risk officer, CIC
Speaker:    *John Mack*, chairman, Morgan Stanley
 
14.00-15.45 Panel: Real estate, Reits and other assets
Moderator: *Owen Thomas*, chairman & CEO, Morgan Stanley Real Estate Investing
Speakers:  *Christopher Beale*, managing partner, Alinda Capital Partners
                  *Jonathan Gray*, senior managing director, co-head of real estate, Blackstone Group
                  *Robert Steers*, co-chairman and co-CEO, Cohen & Steers Capital Management
                  *Sam Zell*, chairman, Equity Group Investments
                  *Stephen Furnary*, chairman & CEO, ING Clarion
 
15.45-16.00 Tea break
 
16.00-18.00 Panel: Emerging market private equity
Moderator: *Andrew Wolff*, head of Asia merchant banking division, Goldman Sachs Principal
                      Investment Area
Speakers: *Antony Leung*, chairman Greater China, senior managing director, Blackstone Group
                      (and former Hong Kong Treasury Secretary)
                 *Zhang Yichen*, CEO, Citic Capital
                 *Adebayo Ogunlesi*, chairman and managing partner, Global Infrastructure Partners
                 *Hoke Slaughter*, head of Asia, Morgan Stanley Real Estate Investing
 
*Sunday, March 28*
 
09.00-10.30 Panel: Hedge-fund strategies in today's environment
Moderator: *Oliver Bolitho*, Asia head, Goldman Sachs Asset Management
Speakers:  *J. Tomilson Hill*, president and CEO, Blackstone Alternative Asset Management
                  *Nagi Robert Kawakabani*, co-CEO, Brevan Howard Asset Management
                  *Pierre Lagrange*, CEO, GLG Partners
&n bsp;                 *Richard Perry*, CEO, Perry Capital
                  *Mark Foote Dalton*, CEO, Tudor Investment Corporation
 
10.30-10.45            Tea break
 
10.45-12.15 Panel: Distressed investing opportunities and risks
Moderator: *Joseph Dear*, CIO, California Public Employees' Retirement System
Speakers:  *Dwight Poler*, managing director, Bain Capital
                  *Susan Carter*, president and CEO, Commonfund Capital
                  *Sir Deryck Maughan*, member, Kohlberg Kravis Roberts & Co.
                  *Howard Marks*, chairman, Oaktree Capital Management
                  *Wilbur Ross*, chairman and CEO, WL Ross & Co.
 
12.15-12.30 Closing statement
*Jesse Wang* and *Gao Xiqing*
 
 

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