中投论坛2023暨跨境投资与国际产业合作大会

2023年9月20日

香港丽思卡尔顿酒店 The Ritz-Carlton, Hong Kong
会议日程
最终日程以会议现场为准 The online agenda is for reference only, and may differ from the actual agenda of the onsite meeting.
主论坛(Plenary Session)
9月20日 08:00-11:30   耀钻厅1&2/Diamond 1&2 三层 / Level 3

07:00
签到
Registration
08:00
欢迎致辞
Welcome Remarks
彭 纯 中投公司董事长
Peng Chun Chairman and Chief Executive Officer of CIC

李家超 香港特别行政区行政长官
Lee Ka Chiu John Chief Executive of the HKSAR

主持人/Host:
郭向军 中投公司副总经理兼副首席投资官
Guo Xiangjun Executive Vice President and Deputy Chief Investment Officer of CIC
08:15
主旨演讲: 跨境投资是促进国际产业合作的纽带,是促进全球可持续发展的助推器。当前复杂国际环境下,与国际投资者和产业参与者共同探讨适应国际投资环境新变化、拓展国际合作新空间,通过跨境投资为全球经济发展注入强劲动力。
Keynote Address:
Cross-border investment promotes international industrial cooperation and boosts global sustainable development. In today’s complicated world, it is essential to have open dialogues with global investors and business leaders about how to adapt to the new changes in the international investment environment, explore new areas for cooperation, and generate new momentum for global economic development through cross-border investments.
发言嘉宾/Speakers:

周小川 博鳌亚洲论坛副理事长、中方首席代表、第十二届全国政协副主席、中国人民银行前行长 / Zhou Xiaochuan President of China Society for Finance and Banking, Vice Chairman of the 12th National Committee of the Chinese People‘s Political Consultative Conference, Former Governor of the People’s Bank of China

格哈特•施罗德 德国前总理
/ Gerhard Schroder Former Chancellor of Germany

约翰•桑顿 中投公司国际咨询委员会委员、巴理克黄金公司董事长、柏瑞投资公司董事长 / John L. Thornton Member of The International Advisory Council of CIC, Executive Chairman of Barrick Gold and Chairman of Pinebridge Investment

余伟文 香港金融管理局总裁 / Eddie Yue Chief Executive of the Hong Kong Monetary Authority

金 墉 Global Infrastructure Partners 副董事长兼合伙人、原世界银行行长 / Jim Yong Kim Vice Chairman and Partner of Global Infrastructure Partners, Former President of the World Bank Group

欧冠升 香港交易所集团行政总裁 / Nicolas Aguzin Chief Executive Officer of Hong Kong Exchanges and Clearing Limited (HKEX)

Mark McCombe BlackRock 副主席
/ Vice Chairman of BlackRock

Robert OLeary Oaktree Capital Management联席首席执行官 / Co-CEO of Oaktree Capital Management

Bill Ford General Atlantic主席、首席执行官 / Chairman and Chief Executive Officer of General Atlantic
09:30
圆桌讨论I:跨境投资促进产业合作 深入探讨后疫情时代重振跨境投资与国际产业合作的新方式,挖掘合作投资新领域,推动全球产业链供应链互融共赢,以跨境投资“链接世界”,促进全球经济深度融合。
Panel Discussion I: Promote Industrial Cooperation Through Cross-Border Investment
The panel will discuss new ways to revitalize cross-border investment and international industrial cooperation in the post-COVID era, explore new areas of investment cooperation, promote win-win integration of global supply chain, and connect the different economies in the world with cross-border investment.
发言嘉宾/Speakers :

沈联涛 中国银行业监督管理委员会首席顾问、香港证券及期货事务监察委员会前主席 / Andrew Sheng Chief Advisor to China Banking Regulatory Commission, Former Chairman of Securities and Futures Commission of Hong Kong

Bradley Gross 美国高盛资产管理公司联席首席投资官 / Co-CIO of Goldman Sachs Asset Management Private Equity

Lionel Giacomotto 英国Charterhouse基金管理合伙人
/ Managing Partner of Charterhouse Capital Partners

Christophe Baviere 法国欧瑞泽投资集团首席执行官 / Chief Executive Officer of Eurazeo

Andrea Bonomi 意大利意威Investindustrial投资集团创始人及董事长 / Founder and Managing Principal of Investindustrial

Martin Huth 德国Triton基金管理合伙人 / Managing Partner of Triton Partners

Kenji Teshima 日本野村控股高级董事总经理、中国委员会主席、野村亚太控股首席执行官 / Senior Managing Director, Representative Director and Chief Executive Officer of Nomura Asia Pacific Holdings, Head of China Commitee

Samir Assaf 汇丰(中东)控股董事会主席、集团高级顾问 / Chairman of the Board of HSBC Middle East Holding, Senior Advisor of HSBC Group

Hazem Ben-Gacem 中东恩伟资本(Investcorp)联席首席执行官 / Co-CEO of Investcorp

主持人/Moderator :
祁斌 中投公司副总经理兼副首席投资官
Qi Bin Executive Vice President and Deputy Chief Investment Officer of CIC
10:30
圆桌讨论II: 绿色投资推动可持续增长 能源转型催生绿色领域投资合作机遇,在全球“碳中和”共识背景下,探讨全球企业如何利用自身优势,寻找绿色可持续领域合作机会,助推全球经济可持续发展。
Panel Discussion II: Green Investment Drives Sustainable Growth
Energy transition has brought new investment and cooperation opportunities. With a global consensus on climate change, the panel will discuss how global enterprises can leverage their advantages to find opportunities in the area of green development and promote sustainability of the global economy.
发言嘉宾/Speakers :

马时亨 香港富卫集团主席、香港大学经济与金融学院名誉教授、香港商务及经济发展局前局长 / Frederick Ma Chairman of FWD Group Holdings Limited, Honorary Professor of School of Economics and Finance, Former Secretary of Commerce and Economic Development

孙 煜 中国银行(香港)有限公司副董事长兼总裁 / Sun Yu Vice Chairman and Chief Executive of Bank of China(Hong Kong)

沈忠民 明阳智慧能源集团股份公司副董事长、董事 / Shen Zhongmin Vice Chairman and Chief Strategy Officer of MingYang Smart Energy Group Limited

佘海峰 隆基绿能科技股份有限公司副总裁 / Dennis She Vice President of LONGi Green Energy Technology

陆 阳 阳光电源股份有限公司副总裁兼董事会秘书 / Lu Yang Vice President and Board Secretary of Sungrow Power

李 黔 比亚迪股份有限公司副总裁、董事会秘书、投资总监 / Li Qian Vice President, Secretary of the Board, Chief Investment Officer of BYD

Frank Kwok 麦格理资产管理有形资产亚太主管 / Head of Asia Pacific, Real Assets, Macquarie Asset Management

Stewart Upson Brookfield 管理合伙人、亚太区主管 / Managing Partner and Regional Head of Asia Pacific, Brookfield Asset Management

Bilal Khan 黑石集团私募股权业务资深董事总经理 / Senior Managing Director of Blackstone Private Equity Groups

主持人/Moderator:
赵海英 中投公司副总经理兼首席策略官
Zhao Haiying Executive Vice President and Chief Strategy Officer of CIC
实物资产行业论坛:新型宏观环境下的实物资产投资策略及价值创造(Real Assets: Real Asset Investment Strategy and Value Creation under the New Macro Environment)
9月20日 13:30-16:00   耀钻厅1 / Diamond 1 三层 / Level 3

13:30
开幕致辞
Remarks
鲍建敏 中投公司执行委员会成员
Bao Jianmin Member of the Executive Committee of CIC

主持人/Host:
孙婕 中投公司实物资产投资一部副总监
Sun Jie Deputy Head of Real Assets Investment Department I of CIC
13:40
主题演讲
Keynote Address
杨 征 新华人寿保险股份有限公司副总裁、首席财务官 / Yang Zheng Vice President and Chief Financial Officer of New China Life Insurance Company

Douglas Kimmelman ECP 创始人、资深合伙人 / Senior Partner and Founder of ECP

Michael Dorrell Stonepeak主席、首席执行官、联合创始人 / Chairman, Chief Executive Officer and Co-Founder of Stonepeak

Torbjorn Caesar Actis创始人 / Founder and Senior Partner of Actis

Raj Agrawal KKR合伙人,全球基础设施总监 / KKR Partner, Global Head of Infrastructure

Brian Kingston Brookfield房地产业务首席执行官 / Chief Executive Officer of Brookfield’s Real Estate business

Jim Garman 高盛全球房地产主管,欧洲、中东和非洲另类投资主管 / Global Head of Real Estate and Head of EMEA Alternatives of Goldman Sachs

Seth Weintrob 摩根士丹利董事总经理、全球地产行业投资银行部主管 / Managing Director of Morgan Stanley,Global Head of Real Estate
15:00
主题分享:实物资产投资与价值创造 介绍中投公司实物资产组合及产业资源,合作伙伴价值创造方式及成果,共同讨论投资者应如何创造价值提升投资组合回报,促成多方共赢。
Themed Sharing: Real Asset Investment Strategy and Value Creation
The panel will introduce CIC’s real asset portfolio, share CIC’s approach to value creation with a few examples, and discuss how investors can create value to improve the return on investments and promote win-win collaboration for all parties.
主持人/Moderator:

米涛 中投公司实物资产投资二部副总监
Mi Tao Deputy Head of Real Assets Investment Department II of CIC
15:15
主题对话:实物资产价值创造案例分享 围绕实物资产投资合作与价值创造的具体案例,分享行业公司与中投公司的合作方式,探讨未来合作的新领域和新方式。
Themed Case Studies of Real Asset Value Creation
The panel will share case studies of value creation, discuss models of collaboration between CIC and the industry leaders, and explore new ways of cooperation in the future.
案例I/Case I. Nitin Apte VenaEnergy公司首席执行官 / Chief Executive officer of VenaEnergy

主持人/Moderator:
周维 中投公司实物资产投资二部高级副经理
Zhou Wei Senior Vice President of Real Assets Investment Department II of CIC

案例II/Case II. Samuel Lee Digital Edge公司首席执行官 / Chief Executive officer of Digital Edge

主持人/Moderator:
方波 中投公司实物资产投资二部高级经理
Fang Bo Director of Real Assets Investment Department II of CIC

案例III/Case III. Sean Klimczak 黑石集团全球基础设施负责人 / Global Head of Infrastructure of Blackstone

主持人/Moderator:
谢金琳 中投公司实物资产投资二部高级经理
Xie Jinlin Director of Real Assets Investment Department II of CIC
医疗健康行业论坛: 跨境联动促进医疗创新发展(Health Care: Promotion of Medical Innovation and Development Through Cross-Border)
9月20日 13:30-16:00   耀钻厅2 / Diamond 2 三层 / Level 3

13:30
开幕致辞
Remarks
郭向军 中投公司副总经理兼副首席投资官
Guo Xiangjun Executive Vice President and Deputy Chief Investment Officer of CIC
主持人/Host:
徐菁 中投公司私募股权投资二部副总监
Xu Jing Deputy Head of Private Equity Investment Department II of CIC
13:40
主题演讲
Keynote Address
王 晟 中国银河证券股份有限公司副董事长、总裁 / Wang Sheng Vice Chairman and President of China Galaxy Securities

单伟建 太盟投资集团(PAG)联合创始人、执行董事兼董事会执行主席 / Shan Weijian Executive Chairman and Co-Founder of PAG

Jean M. Hynes 威灵顿首席执行官、主理合伙人 / CEO and Managing Partner of Wellington Management

Tom Scully WCAS基金合伙人,医疗负责人 / General Partner of WCAS Healthcare Group

Thierry Timsit Astorg基金首席执行官、管理合伙人 / Chief Executive Officer and Managing Partner of Astorg

蔡洪平 汉德资本主席、创始合伙人 / Henry Cai Chairman and Founding Partner of AGIC Capital

符 祝 海南博鳌乐城国际医疗旅游先行区管理局副局长 / Fu Zhu Deputy Director of the Boao Lecheng International Medical Tourism Pilot Zone,Hainan,China
14:20
圆桌论坛I: 医疗行业“出海”新趋势 讨论国内医疗企业国际化策略的趋势变化,细分赛道选择和区域偏好,主要出海方式、面临挑战和应对措施。
Panel Discussion I : A New Trend of Global Expansion in China’s Medical Industry
Discussing the trends in the globalization of Chinese domestic medical companies, including sector and regional preferences, strategies, potential challenges, and possible solutions.
发言嘉宾/Speakers:

付 山 维梧资本管理合伙人、联席首席执行官、亚洲区负责人 / Fu Shan Managing Partner, Co-CEO and CEO of Greater China of Vivo Capital

蒲忠杰 乐普医疗器械股份有限公司董事长 / Pu Zhongjie Chairman of Lepu Medical T
chnology

James Burt Pharmanovia首席执行官 / Chief Executive Officer of Pharmanovia

傅 唯 康桥资本创始人、首席执行官 / Fu Wei Founder and Chief Executive Officer of CBC Group

Renier Heine Clinigen亚太区负责人 / Managing Director JAPAC of Clinigen


邢江龙 威高资本总经理 / Xing Jianglong Chief Executive Officer of WeiGao Capital

吴启楠 新风天域联合创始人、首席执行官,和睦家医疗首席执行官 / Carl Wu Co-founder and Chief Executive Officer of New Frontier, Chief Executive Officer of United Family Healthcare

主持人/Moderator:
华沁 中投公司私募股权投资一部副总监
Hua Qin Deputy Head of Private Equity Investment Department I of CIC
15:10
圆桌论坛II: 国际先进医疗资源的中国新机遇 讨论中国医疗需求的新趋势及促进国际先进医疗技术、产品和服务合作所面临的挑战和解决方案。
Panel Discussion II: New Opportunities in China for International Healthcare Players
Discussing the new trends of China’s growing medical demand and the collaboration with the international advanced medical technologies, products and services.
发言嘉宾/Speakers:

Ben Watt 欧洲特种医药Serb首席财务官 / CFO of European specialty pharma company SERB

Alastair Sword 英国生物统计CRO Phastar首席商务官 / Chief Business Officer of UK biometrics CRO company PHASTAR

Matteo Meazzini 意大利医药Neopharmed商务运营负责人 / Head of Business Development and M&A of Italian pharma company NEOPHARMED

Fabrice Turcq 欧洲私募基金Bridgepoint医疗行业合伙人 / Healthcare Partner of UK private equity BRIDGEPOINT

姜 波 荷兰眼科医疗器械DORC大中华区总经理 / Jiang Bo General Manager of Greater China of Dutch ophthalmic medical device company DORC

解江冰 中国眼科医疗器械爱博诺德董事长 / Xie Jiangbing Chairman of ophthalmic medical device company Eyebright Medical Technology

朱向阳 中国华海药业华奥泰总经理 / Zhu Xiangyang Chief Executive officer of Shanghai Huaotai Biopharm Company (Subsidiary of Huahai Pharma)

主持人/Moderator:
贾非 中投公司私募股权投资三部高级经理
Jia Fei Director of Private Equity Investment Department III of CIC
消费与工业创新发展行业论坛: 创新助建美好生活(Consumer and Industrial: Build a Better Life Through Innovation)
9月20日 13:15-16:00   翡翠厅 / Jade 三层 / Level 3

13:15
开幕致辞
Remarks
刘延斌 中投公司执行委员会成员
Liu Yanbin Member of the Executive Committee of CIC

主持人/Host:
田园 中投公司私募股权投资二部总监
Tian Yuan Head of Private Equity Investment Department II of CIC
13:25
主题演讲
Keynote Address
范 翔 高盛(中国)证券有限责任公司董事长 / Sean Fan Chairman of Goldman Sachs China

Elaine Coughlan Atlantic Bridge管理合伙人、创始人 / Founder and Managing Partner of Atlantic Bridge

Deven Parekh Insight Partners管理合伙人 / Managing Partner of Insight Partners

Nicola Farinetti Eataly董事长、创始家族成员 / Chairman of Eataly

Ian Spaulding LRQA首席执行官 / CEO of LRQA

Gabriele Del Torchio Guala Closures首席执行官 / Chief Executive Officer of Guala Closures

John E. Panichella 索理思公司首席执行官 / Chief Executive Officer of Solenis

Nick Woodhouse ABG联合创始人、总裁 / Co-Founder and President of ABG
14:20
圆桌论坛I: 科技创新、消费升级与消费投资新机会 传统消费正加速向网络消费、品质消费、理性消费和健康消费升级发展,科技和创新将品牌体验和供应链效率不断推向新高度。与投资人共同探讨全球消费市场投资新机遇,助力消费企业把握跨境市场商业机会。
Panel Discussion I: Technological Innovation, Consumption Upgrade, and New Investment Opportunities in the Consumer Market
The traditional consumer economy is accelerating towards digital, high-quality, rational, and healthy consumption. Technologies and innovations are constantly elevating brand experience and supply chain efficiency to new levels. The panel will discuss new investment opportunities in the global consumer markets and way to work with consumer companies to capture business opportunities in cross-border markets.
发言嘉宾/Speakers:

黄晓武 海尔智家副总裁、投资发展部负责人 / Simon Huang Vice President and Head of Corporate Development, Haier Smart Home

Christian Foddis Zegna亚太区首席执行官 / Asia Pacific President of Zegna

Manas Tandon Partners Group合伙人、商品和产品行业负责人 / Partner and Head of Private Equity Goods and Products of Partners Group

Nik Thukral L Catterton管理合伙人 / Managing Partner of L Catterton

李晰安 Advent资本董事总经理兼大中华区主管 / Andrew Li Managing Director and Head of Greater China of Advent International

Nicole Agnew 高盛资产及财富管理部消费投资全球主管 / Managing Director of Goldman Sachs

管 征 Investindustrial投资集团亚太区主席 / Michael Guan Senior Principal and Chairman of Asia of Investindustrial

主持人/Moderator:
毛思雪 中投公司私募股权投资二部高级经理
Selina Mao Director of Private Equity Investment Department II of CIC
15:10
圆桌论坛II: 创新推动产业升级与跨境投资新合作 创新给企业带来了产业升级的巨大动力,同时也带来了不小的压力。面对人工智能、量子信息、气候变化等一系列深刻变革,与全球机构共商企业创新之旅,通过跨境产业合作实现跨越式发展,捕捉这一过程中的投资机会。
Panel Discussion II: Industrial Upgrade and New Cross-Border Opportunities
Innovation has brought great momentum to many enterprises, but it has also brought pressure. Faced a series of profound developments such as artificial intelligence, quantum computing, and climate change, how should the global enterprises adapt and innovate? The panel will discuss how to achieve leapfrog development through cross-border industrial cooperation and capture investment opportunities along the way.
发言嘉宾/Speakers:

Connor McCormack UTAC首席执行官 / Chief Executive Officer of UTAC

Jett McCandless Project44创始人兼首席执行官 / Founder and Chief Executive Officer of Project44

Mathieu Chabran Tikehau Capital联合创始人 / Co-Founder of Tikehau Capital

王富才 江苏万隆化学有限公司首席执行官 / Wang Fucai Chief Executive Officer of Jiangsu Wanlong Chemical

Pascal Noth Partners Group董事总经理 / Managing Director of Partners Group

Miguel Iglesias Questel首席运营官 / Chief Operation Officer of Questel

主持人/Moderator:
田勤政 中投公司私募股权投资二部高级经理
Tian Qinzheng Director of Private Equity Investment Department II of CIC
农业与食品行业论坛:科技创新激发绿色新活力(Agriculture &Foods: Technological Innovation Stimulates New Green Vitality)
9月20日 13:30-16:00   碧玉厅 / Emerald 八层 / Level 8

13:30
开幕致辞
Remarks
祁斌 中投公司副总经理兼副首席投资官
Qi Bin Executive Vice President and Deputy Chief Investment Officer of CIC

主持人/Host:
王艳 中投公司私募股权投资三部总监
Wang Yan Head of Private Equity Investment Department III of CIC
13:40
主题演讲
Keynote Address
黄朝晖 中金公司首席执行官、管理委员会主席 / Huang Zhaohui Chief Executive Officer and Chairman of the Management Committee of CICC

Angelos Dassios 美国私募股权投资基金Paine Schwartz Partners首席投资官、管理合伙人 / Chief Investment Officer and Managing Partner of Paine Schwartz Partners

Anuj Maheshwari 新加坡淡马锡农业食品投资总裁、中东与非洲区执行总经理 / Head of Agri-Food, Managing Director of Investment (Middle East & Africa) of Temasek

Andy Komaroff 美国路博迈集团(Neuberger Berman Group)首席运营官 / Chief Operating Officer of Neuberger Berman Group
14:20
圆桌论坛I: 农业食品供应链迈向新时代,共筑产业发展新格局 农业食品行业供应链作为产业价值链的核心环节,始终处于快速迭代和升级中。探讨全球企业如何在供应链端灵活高效地服务全球规模最大的中国市场,如何立足产业需求、借助科技力量进行供应链核心竞争力的革新、重塑。
Panel Discussion I: Jointly Build a New Model of Industrial Development as Agriculture and Food Supply Chain Enters a New Era

Playing an essential role in our everyday life, the supply chain of the agriculture and food industry is always in the process of rapid iteration and upgrading. The panel will discuss how global enterprises can flexibly and efficiently serve China, one of the worlds largest markets, and how to innovate and reshape the core competitiveness of the supply chain with the help of technology.
发言嘉宾/Speakers:

Terry Seremetis 立顿集团亚太区负责人 / Head of Asia-Pacific of Lipton

Ramon Nunez 西班牙私募股权基金MCH高级合伙人 / Senior Partner of MCH

Sebastian Popik 南美私募股权投资基金Aqua Capital首席执行官 / Chief Executive Officer of Aqua Capital

席 刚 草根知本集团总裁 / Xi Gang President of Grass Green Group

周晟弘 英国私募股权投资基金Bridgepoint中国区负责人 / Jonathan Zhou Partner, Head of China of Bridgepoint

洪 晟 麦肯锡全球资深董事合伙人、大中华区农业食品负责人 / Hong Sheng Senior Partner of McKinsey, Leader of Agriculture, Energy and Materials at McKinsey Greater China Region

Michael Ellam 汇丰银行机构客户组联席主管兼公营机构部全球主管 / Co-Head of Institutional Client Group and Global Head of Public Sector Banking, HSBC

主持人/Moderator:
尚宇 中投公司私募股权投资三部高级经理
Shang Yu Director of Private Equity Investment Department III of CIC
15:10
圆桌论坛II: 科技创新引领农业食品数字化、智能化新机遇 科技创新引领农业科技持续迭代,对提高农业食品关键环节的效率起到至关重要的作用,探讨新技术发展领域数字化、ESG和绿色转型等方面将起到怎样的引领作用,对传统产业产生的冲击及未来发展趋势。
Panel Discussion II: Technological Innovation Leads New Opportunities for Digitization and Intelligence of Agricultural Food

Scientific and technological innovation in the agricultural and food industry plays a vital role in the improvement of productivity. The panel will discuss important topics such as what kind of role will digitalization, ESG, and green transformation play, what kind of influence will they have on traditional players and how they should develop in the future.
发言嘉宾/Speakers:

Richard Maatman 荷兰动物育种公司Hendrix Genetics首席执行官 / Chief Executive Officer of Hendrix Genetics

Daniel Neves 意大利灌溉设备公司Ocmis首席执行官 / Chief Executive Officer of Ocmis Group

Filippo Penatti 凯雷欧洲基金董事总经理 / Managing Director of Carlyle Group

Fabio Cane 意大利私募股权投资基金Neuberger Berman Renaissance创始合伙人 / Founding Partner of Neuberger Berman Renaissance

王浩宇 大禹节水集团股份有限公司董事长 / Wang Haoyu Chairman of Gansu Dayu Water-Saving Group

齐延全 全球菌类育种施尔丰国际生物科技有限公司首席执行官 / Qi Yanquan Chief Executive Officer of Sylvan International Biotechnology Co., Ltd

万青 荷兰合作银行亚洲区总裁 / Melody Wan Chief Executive Officer Asia of Rabobank

主持人/Moderator:
林绍宇 中投公司私募股权投资三部高级副经理
Lin Shaoyu Senior Vice President of Private Equity Investment Department III of CIC