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2017 FORTUNE GLOBAL FORUM

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PROGRAM OVERVIEW

Openness and Innovation: Shaping the Global Economy

THE FORTUNE GLOBAL FORUM will focus on the key issues facing multinational companies at a crucial time of change in China and the global economy. With unprecedented speed, a new innovation revolution is building in the digital era. Industries are being transformed by breakthroughs in artificial intelligence, biotechnology, drones, robotics, the Internet of Things, autonomous vehicles, nanotechnology, 3-D printing, and other fields. Lives on every continent will be improved…and disrupted. Entire industries will become smarter…and potentially less secure. At the same time, globalization—long taken for granted—is being challenged by a backlash against trade and immigration in many parts of the world.

These forces are colliding to produce complex challenges for today’s global business leaders. This year’s Fortune Global Forum will explore these trends, both in China and throughout the world, providing clarity for decision-makers as they seek more opportunity, with less risk, in the emerging innovation revolution. Nowhere in the world will this revolution be more profoundly felt than in China–with its new and burgeoning middle class, accelerating urbanization, and expanding digital technologies.

From manufacturing and health care to mobility and finance, we’ll explore global competitive advantage in the age of technology as well as the critical role corporate leadership plays in building more inclusive economies. Throughout our discussions, we’ll highlight how openness and innovation—in China and beyond—are primary forces in guiding economic development, leading to prosperity and progress.

The Forum will convene around the following themes:

INNOVATION REVOLUTION. The pace of today’s global innovation is unprecedented in human history. New technologies are converging across sectors at warp speed. What will that mean for decision-makers at global enterprises? How will technologies help, and hurt, workers around the world, especially as countries such as China bet big on robotics and AI? China’s ecosystem of advanced manufacturing, engineering, infrastructure investment, and skilled labor puts the world’s second-largest economy at the center of the innovation revolution. What new opportunities will be created by China’s continued evolution from “imitator” to “innovator”?

THE FUTURE OF GLOBALIZATION.China’s historic decision to open up and embrace globalization has been a driving force in the country’s economic success, with benefits that have been felt worldwide. Now, with protectionist sentiments rising elsewhere, China is stressing an even greater commitment to openness and engagement with the world. What will trade and capital flows look like in the coming years? Will “localization” become the era’s new brand of “globalization”—with global enterprises operating more like locals in countries outside their borders? How can business leaders help shape a “new globalization” that is more inclusive and attentive to communities left behind?

21ST-CENTURY LEADERSHIP.Corporate leaders face no shortage of challenges—from new economic realities to increasing demands to innovate. Being a “good” corporate leader once meant delivering results to shareholders. Today, that’s necessary, but not sufficient. CEOs are being held accountable—by their employees, customers, and the communities in which they operate. Meanwhile, the voices of stakeholders have been amplified by social media, often complicating decision-making. Is there a new playbook for leadership in this era of compressed hierarchy?

SUSTAINABLE  DEVELOPMENT.The environmental effects of population growth, rapid urbanization, and technological development have led to an alarming depletion of precious resources and a greater need for more sustainable solutions around energy, pollution, and food security. What are the cutting-edge technologies that will move industries and the planet into a more sustainable future? How can global business help develop these technological resources and promote an economic recovery and development that benefits all?

WEDNESDAY,DECEMBER 6

10:00 AM–10:10 AM

WELCOME

10:10 AM–12:30 AM

OPENING PLENARY SESSIONS

10:10 AM–10:45 AM  OPENNESS AND INNOVATION: HAPING THE GLOBAL ECONOMY
An innovation revolution is taking hold across the globe, even as economic nationalism is on the rise in some places. How should global business leaders position their companies to prosper in a dynamic, but uncertain, future? What innovation trends inside and outside of China are attracting the attention of global CEOs? This conversation will lay the foundation for our discussions ahead, as we explore today’s most critical global forces.
Natarajan Chandrasekaran, Chairman, Tata Sons
Alex Gorsky, Chairman and CEO, Johnson & Johnson
Stuart Gulliver, Group Chief Executive, HSBC
Yang Yuanqing, Chairman and CEO, Lenovo
Moderator: Adam Lashinsky, Executive Editor, Fortune, and Co-chair, Fortune Global Forum

10:45 AM–11:00 AMUSA, CHINA, AND THE WORLD
Terry Branstad, U.S. Ambassador to China
Interviewer: Nancy Gibbs, Editorial Director, Time Inc. News Group

11:00 AM–11:30 AMFORTUNE GLOBAL 1: THE WORLD’S BIGGEST COMPANY LOOKS AHEAD
At No. 1 on Fortune’s Global 500 list, the world’s largest private employer and revenue generator has more than 11,600 stores in 28 countries. The chairman of Walmart discusses the future of retail, sustainability, and how the company is transforming to serve customers in China and beyond
Greg Penner, Chairman, Walmart Stores
Interviewer: Clifton Leaf, Editor-in-Chief, Fortune

11:30 AM–12:00 PMNEW FRONTIERS
From English teacher to Chinese e-commerce titan to global commercial spokesman, the founder and executive chairman of the world’s largest ecommerce platform operator, discusses the future of commerce, entrepreneurship, sustainability and shares his thoughts on what’s next for China and the world.
Jack Ma, Founder and Executive Chairman, Alibaba Group
Interviewer: Alan Murray, President, Fortune, and Chief Content Officer, Time Inc.

12:00 PM–1:45 PM

INFORMAL LUNCH

2:00 PM–6:00 PM

AFTERNOON PLENARY SESSIONS

2:00 PM–2:30 PM  SESSION TO BE ANNOUNCED

2:30 PM–3:00 PM  DRIVING THE FUTURE
The chairman of one of the world’s largest and oldest automobile companies discusses innovation, the future of mobility, and opportunities for growth in China, the world’s largest automobile market.
Bill Ford, Executive Chairman, Ford Motor Company
Interviewer: Alan Murray, Fortune and Time Inc.

3:30 PM–4:05 PMGLOBALIZATION AT A CROSSROADS: COMPETING IN A NEW AGE
As China moves from being an adapter to a driver of globalization, how are the country’s global companies faring as they expand in markets as divergent as Europe and Africa? How are Western firms shifting their global footprints, including those inside the world’s second-largest economy? How can companies respond to local traits of key demographics, such as millennials or retirees? What approaches are working in this new global age?
Victor Fung, Honorary Chairman, Li & Fung
Denise Morrison, President and CEO, Campbell Soup Company
Henry Paulson Jr., Founder and Chairman, Paulson Institute; U.S. Secretary of the Treasury (2006–09)
Frans van Houten, Chairman and CEO, Royal Philips
Moderator: Nina Easton, Co-chair, Fortune Global Forum and Chair, Fortune Most Powerful Women International

4:05 PM–4:15 PMINNOVATION 2.0
Zhang Lei, Founder and CEO, Hillhouse Capital Group
Interviewer: Alan Murray, Fortune and Time Inc.

4:15 PM–4:45 PMCONNECTING THE DOTS
The founder and chairman of the world’s largest contract electronics manufacturer discusses high tech investment, plans for global expansion, and the future of manufacturing.
Terry Gou, Founder and CEO, Foxconn Technology Group
Interviewer: Adam Lashinsky, Fortune

4:45 PM–5:00 PMSWITCH BREAK
5:00 PM–6:15 PM  SPECIAL SESSIONS
CHOOSE ONE OF FOUR

17:15-18:15 FUTURE CITIES: FORUM ON GOVERNANCE AND INNOVATION
By 2050, it is projected that 66% of the world’s population will live in cities. Around the world, municipal governments are harnessing new technologies to accommodate booming populations and improve the quality of life for urban dwellers. With the help of big data and increased connectivity, cities are undergoing unprecedented transformation. Innovation in governance has become key to building “smart” cities and solving problems brought on by rapid urbanization, including land and environmental degradation. This special Forum brings together global mayors to discuss solutions for urban development and share how smarter cities can spur economic growth and innovation.
Hosted by The City of Guangzhou
Speakers to be announced
Moderator: Tian Wei, Host, World Insight, CGTN

17:00-18:00 THE FUTURE OF GLOBAL FINANCE 
Global financial services must adjust to meet the demands of a rapidly changing marketplace. A surge in digitization and technological innovation is giving way to new platforms and more agile and accessible consumer services. Blockchain technology is emerging, peer-to-peer lending is on the rise, and artificial intelligence and machine learning are driving increased efficiencies and new capabilities for financial institutions. How can the global financial system evolve to meet the needs of the underserved while addressing other critical needs? How will the acceleration of technology, shifting customer preferences, and an evolving regulatory landscape impact the design and delivery of financial services?
Hosted by Yuexiu Financial Holdings
Zhang Zhaoxing, Chairman, Yuexiu Financial Holdings
Hans-Paul Bürkner, Chairman, The Boston Consulting Group
Stuart Gulliver, Group Chief Executive, HSBC
Eric Jing, Chief Executive Officer, Ant Financial Services Group
Justin Yifu Lin, Dean, National School of Development, Peking University; Former Chief Economist, World Bank
Ngozi Okonjo-Iweala, Chair, Gavi, the Vaccine Alliance; Finance Minister of Nigeria (2003–06 and 2011–16); Managing Director, World Bank (2007–11)
Moderator: Geoff Colvin, Senior Editor at Large, Fortune
THE FUTURE OF MOBILITY 
Digitization, automation, and new business models have revolutionized the business of transporting people and goods inside China and about in the world. Other factors in this revolution include the urgent imperative to make cities more livable, with lower congestion and cleaner air, the enormous potential for autonomous cars and trucks, innovative approaches to subway systems and buses, and rising consumer interest in car sharing and bike sharing. A new ground transportation ecosystem is emerging. We’ll explore the significant implications of these changes for the way people live and work, as well as the business disruptions and opportunities that are emerging.
Hosted by Guangzhou Automobile Group

Zeng Qinghong, Chairman, Guangzhou Automobile Group
Chen Yudong, President, Bosch (China)
Michael Dunne, President, Dunne Automotive
Yasuhide Mizuno, Chief Operating Officer, China, Honda Motor Co.
Additional speakers to be announced
Moderator: Chen Weihong, Host, Dialogue, CCTV
THE FUTURE OF HEALTH CARE 
The convergence of innovations across sectors—from digital connectivity to big data to artificial intelligence and biotech—is revolutionizing medicine. Will China, with the world’s fastest-growing health care market, emerge as the epicenter of this transformation? Chinese and Western companies are developing cutting-edge health technologies in cities such as Guangzhou aimed at helping doctors prevent, detect, and treat chronic diseases. We’ll look at the innovations most likely to transform global health care and wellness, with a special eye on technologies propelling China into new frontiers.
Hosted by Guangzhou Pharmaceutical Holdings, Ltd.

Li Chuyuan, Chairman, Guangzhou Pharmaceutical Holdings, Ltd.
Joe Almeida, Chairman and CEO, Baxter International
Li Yinuo, Director, China Program, Bill & Melinda Gates Foundation
Stefan Oschmann, Chairman and CEO, Merck
Stefano Pessina, Executive Vice Chairman and CEO, Walgreens Boots Alliance
Frans van Houten, Chairman and CEO, Royal Philips
Moderator: Clifton Leaf, Fortune 

6:00 PM–10:00 PM

NIGHT RECEPTION AND DINNER  

6:00 PM  TRANSPORTATION TO OPENING NIGHT RECEPTION AND DINNER

7:00 PM–10:00 PM   GALA RECEPTION, DINNER AND ENTERTAINMENT
Location: Sun Yat-Sen Memorial Hall 

THURSDAY,DECEMBER 7

7:00 AM–8:00 AM

GOING GLOBAL STRATEGIES: CROSS-BORDER MERGERS, PARTNERSHIPS, AND ORGANIC GROWTH

Finding success in the global marketplace can be daunting, especially for companies in the early stages of considering whether to convert their business from domestic to international. Once the decision is made, there are numerous avenues—from licensing and ecommerce to direct investment, joint ventures, and mergers—to consider in the pursuit of international expansion and growth. How can companies continue to think globally but act locally in the markets they are trying to reach? In this session, we’ll hear from business leaders on the challenges and opportunities for any company looking to tap into new markets.
Hosted by Midea
Yousef Al-Benyan, Vice Chairman and CEO, SABIC
Paul Fang, Chairman and CEO, Midea
Erik Fyrwald, Chief Executive Officer, Syngenta International
Ken Hu, Deputy Chairman and Rotating CEO, Huawei Technologies
Denise Morrison, President and CEO, Campbell Soup Company
Moderator: Geoff Colvin, Fortune

8:45 AM–12:45 PM

SPECIAL SESSION

8:45 AM–10:00 AM  CONCURRENT SESSIONS
CHOOSE ONE OF FOUR

08.45–09.45 
Made In China: Innovation Showcase
From starting new trends in mobility and health care to integrating new technologies into appliances and entertainment, products are not just “made in China” anymore but are designed and incubated in China as well. A hotbed of new and emerging companies in China—complimented by a growing middle class eager to get their hands on what’s “new” and what’s “next”—has propelled the country into the front seat of global innovation. Entrepreneurs from Chinese companies at the forefront of this dynamic shift—all finalists in the Fortune China Innovation Award Competition—will join us to share insights into what this country’s entrepreneurship could bring the world in the next few years.
George Yip, Professor of Marketing and Strategy, Imperial College Business School
Fortune China Innovation Award Competition Finalists (To be announced)
Moderator: Clay Chandler, Executive Editor, International, Time Inc. and Co-chair, Fortune Global Forum
China’s Sharing Economy
The sharing economy is reshaping the global business landscape and influencing the daily life of billions. China is at the epicenter of this transformation, with more than half the population involved as either a provider or a consumer. We’ll hear from leaders of some of the most influential Chinese businesses that are using “sharing” methods to reinvent what is possible in a cashless business ecosystem.
Kevin Chen Chi, Co-founder and CEO, Xiaozhu.com
Sha Sha, Senior Partner, McKinsey & Company
Davis Wang, Co-founder and CEO, Mobike
Zhang Xuhao, Co-founder and CEO, Ele.me
Moderator: Eunice Yoon, China Bureau Chief and Senior Correspondent, CNBC
One Belt One Road: Reshaping Global Trade
China’s One Belt One Road strategy promises to boost international trade, bridge a global infrastructure gap, and stimulate massive economic growth across Asia and beyond. Once complete, the road will connect more than 65 countries (across Europe, Asia, and Africa), accounting for half the world’s population and a third of global GDP. How will the initiative shore up business investment and commerce along the Belt? What benefits are countries already seeing from this project and what new innovations could emerge as a result of this connected road? We’ll take a closer look at the plans for One Belt and Road and how it could transform global business and trade.
James Cameron, Managing Director; Co-head, Infrastructure and Real Estate Group, Asia Pacific, HSBC
Arthur Kroeber, Head of Research, Gavekal; Editor, China Economic Quarterly
Li Dongsheng, Chairman and CEO, TCL Corporation
Jan Rinnert, Chairman, Heraeus
Yan Hao, Chairman, China Pacific Construction Group
Tan Sri Francis Yeoh, Managing Director, YTL Group of Companies
Zang Jianjun, Executive Director, CEFC China Energy Company
Moderator: Nina Easton, Fortune

09:00-10:00
Artificial Intelligence and the Future of Business
Every industry, from manufacturing and health care to banking and transportation, is being disrupted by artificial intelligence technology. As chat bots, robo advisers, and robotic surgeons spill onto the scene, what skills will future bankers or doctors need to stay relevant? How can business leaders incorporate AI into their future strategies?
Nigel Duffy, Global Innovation Artificial Intelligence Leader, EY
Liu Qingfeng, Chairman, IFLYTEK
Steve Milligan, CEO, Western Digital
Jean-Christophe Pointeau, Country Chair, Sanofi China
Lihong Qin, Co-founder and President, NIO
Moderator: Adam Lashinsky, Fortune

10:00 AM–10:30 AMSWITCH BREAK

10:30 AM–12:30 PM  SPECIAL SESSION

10.30–10.45 OPENING REMARKS

10.45–11.30 KEYNOTE ADDRESS

11.30–12.30 CHINA’S NEW LEADERSHIP: PERSPECTIVES 
Speakers to be announced

12:30 PM–12:45 PMSWITCH BREAK

12:45 PM–2:30 PM

INFORMAL LUNCH

12:45 PM–2:15 PM  INFORMAL LUNCH
2:15 PM–2:30 PM  SWITCH BREAK

2:30 PM– 6:30 PM

SESSION

2:30 PM–3:00 PM  KEYNOTE INTERVIEW

2:30 PM–5:00 PM GUANGZHOU BUSINESS TOURS (OPTIONAL)
Visit leading-edge business operations that are leveraging the power of Guangzhou’s advanced infrastructure, creativity, and innovation hubs.
Departure point: Shangri-La Hotel Lobby
Tour 1: Automobile Manufacturing
Delegates will visit the headquarters of Guangzhou Automobile Group Co. (GAC Group). Operating under joint ventures, GAC is a production partner with several foreign car companies, including Fiat, Honda, Isuzu, Mitsubishi, and Toyota, and also produces its own “Trumpchi” brand of passenger vehicles. GAC is the first state-owned automobile group in China listed on both the Hong Kong and Shanghai Stock Exchanges. The company currently has its sights set on the U.S. market, where it hopes to become the first Chinese carmaker to begin selling to American consumers. Delegates will visit the company’s exhibition center, general assembly, and manufacturing workshops.
Tour 2: VR Technology
Tour includes stops at Creativity Avenue and Guangzhou NINED Digital Technology Co. Covering an area of 30,000 square meters, Creativity Avenue is a national science park and games and animation industry hub. NINED is one of China’s leading virtual reality technology companies, boasting an in-house R&D center, content studio, and hardware production base. Delegates will be introduced to NINED’s most innovative products, including the 9DVR (an egg-shaped VR simulator) and PLATOON, a multiplayer interactive VR game.

3:00 PM–3:30 PMGLOBAL TRADE: SEIZING NEW OPPORTUNITIES
What will trade and capital flows look like in the coming years? As China looks to remake global trade, how will its One Belt One Road plan boost economies across Europe and Asia? We will explore emerging geopolitical forces and potential opportunities, as well as risks, for global businesses.
Penny Pritzker, Founder and Chairman, PSP Capital Partners; U.S. Secretary of Commerce (2013–17)
Andrew Robb, Chairman, Asialink; Australian Minister for Trade and Investment (2013–16)
Additional speaker to be announced
Moderator: Nina Easton, Fortune

3:25 PM–3:45 PMREFRESHMENT BREAK

3:30 PM–4:00 PMCHINA’S ECONOMIC OUTLOOK
In nearly four decades, China has shifted from a centrally planned to a market-based economy that is the second-largest in the world. Over the next five years, this nation alone will import
US $8 trillion worth of goods, attract $600 billion of foreign investment, make $750 billion in outbound investment, and send Chinese tourists on 700 million overseas visits. With long-term growth and sustainability in mind, China is now making a critical shift from an investment-driven model to an economic structure boosted by consumer spending. From creating trade initiatives and economic zones to lifting millions from poverty and driving innovation, China’s actions have the potential to shape the course of global business for years to come. Leading global and Chinese experts share important outcomes from the recent convening of the 19th National Congress and what they mean for business leaders looking to grow and capitalize on China’s new demographics.
Wei Sun Christianson, Co-CEO, Asia Pacific, and China CEO, Morgan Stanley
David Daokui Li, Mansfield Freeman Chair Professor of Economics; Director, Center for China in the World Economy, Tsinghua University
Michael Pettis, Professor of Finance, Guanghua School of Management, Peking University
Moderator: Clay Chandler, Time Inc.

4:00 PM–4:10 PMCENTURIES OF INNOVATION
A holder of more than 600 U.S. patents and one of the world’s most prolific living inventors shares his perspective on the history of innovation, with a special look at Chinese artifacts from his personally curated Library of the History of Human Imagination.
Jay Walker, Founder, Priceline; CEO and Co-founder, Upside Travel
Interviewer: Alan Murray, Fortune and Time Inc.

4:10 PM–4:50 PMTHE FUTURE OF GLOBAL INNOVATION
With historically unprecedented speed, a new innovation revolution is building upon the digital era with exponential advances in science and technology. Industries are being transformed by breakthroughs in biotechnology, artificial intelligence, drones, robotics, the Internet of things, autonomous vehicles, nanotechnology, 3D printing, and on and on. In the innovation revolution, technologies are merging and converging across sectors–dramatically accelerating the speed and impact of change. China has formed its own path in this new revolution—as a purveyor of innovative technology that eclipses its “me-too” past and looks to the future. In advance of the Fortune Innovation Awards presentation, global business leaders share their views on the most transformative technologies on the horizon—and where they are placing their own big bets.
Bob Collymore, Chief Executive Officer, Safaricom
Rachel Duan, President and CEO, GE China; Senior Vice President, GE
Charles Robbins, Chief Executive Officer, Cisco
Jerry Yang, Co-founder, Yahoo; Founder, AME Cloud Ventures
Moderator: Adam Lashinsky, Fortune

4:50 PM–5:00 PMFORTUNE CHINA INNOVATION AWARDS PRESENTATION
Finalists in the Fortune China Innovation Award competition will be recognized, followed by the announcement of the inaugural Fortune China Innovator of the Year award.
Presenters: Clifton Leaf, Fortune
Zeng Qinghong, Chairman, Guangzhou Automobile Group

5:00 PM–5:15 PMSWITCH BREAK

5:15 PM–6:30 PMFREE TRADE ZONES: OPPORTUNITIES AND IMPACT (OPTIONAL)
In an effort to promote a more open economy and accelerate reforms, China established pilot Free Trade Zones (FTZs) that provide lower thresholds for setting up new companies, have fewer restrictions on capital flows, and offer more market access to foreign investors. Today, there are a total of 11 FTZs in China, 7 of which were announced earlier this year. As the world’s second-largest economy looks to increase its share in the global trading market, how will these FTZs improve cross-border trade and foster new innovation? What are the challenges and opportunities for CEOs looking to do business in these zones and what reforms are needed to increase the flow of investment?
Hosted by the City of Guangzhou
Li Shanmin, Vice President and Dean, Institute for Free Trade Zone Research, Sun Yat-sen University
Jon Moeller, Vice Chairman and CFO, Procter & Gamble
Stefan Oschmann, Chairman and CEO, Merck
Helen Wong, Group General Manager; Chief Executive, Greater China, HSBC
Xu Lirong, Chairman and Party Secretary, China COSCO Shipping Corp.
Zhang Xiaoquiang, Executive Vice Chairman and CEO, China Center for International Economic Exchanges
Moderator: Deborah Lehr, CEO and Founding Partner, Basilinna 

5:15 PM–6:15 PM CONCURRENT SESSIONS
CHOOSE ONE OF FIVE

CEO Leadership: Building Winning Companies  CEO Leadership: Building Winning Companies  What will a great 21st-century company look like and what will it take to lead one? How can executives drive innovation, create winning corporate cultures, and navigate all the changes that come with a fast-paced consumer and tech-driven world? CEOs will share personal stories and insights on how to lead successful companies in an era of unprecedented disruption.
Zhang Ruimin, Founder, Chairman, and CEO, Haier Group
Additional speakers to be announced  
Interviewer: Alan Murray, Fortune and Time Inc.
Global Fintech Outlook
Fintech is revolutionizing the financial services space and disrupting traditional banking as we know it. As China emerges as a world leader in fintech, how will businesses, big and small, evolve? What promises could the future of fintech hold and how can it be used as a force for economic globalization?
Joe Ngai, Managing Partner, Greater China, McKinsey & Company
Paul Smith, President and CEO, CFA Institute
Ning Tang, Founder, Chairman, and CEO, CreditEase
Jing Ulrich, Managing Director; Vice Chairman, Asia Pacific, JPMorgan Chase
Shirley Yu-Tsui, Group Country Manager, Greater China, Visa    Shirley Yu-Tsui, Group Country Manager, Greater China, Visa
Zhang Ying, Vice President, Tencent; General Manager, WeChat Pay
Moderator: Geoff Colvin, Fortune
China’s New Consumer Class
By 2022, China’s middle-class population is projected to exceed 550 million people, whose needs and preferences will have a powerful global influence. The demographics are also changing: more than 400 million millennials have emerged as a driving force in consumer spending, while the country’s aging population—expected to double over the next two decades—will generate new product and services demands. And just last year, Chinese travelers spent more than US $260 billion on trips abroad, a new record for outbound tourism. How can companies looking to expand into China capitalize on these new trends?
Hosted by China Southern Airlines
Mark Hoplamazian, President and CEO, Hyatt Hotels
Li Tongbin, Executive Vice President, China Southern Airlines
Rashid Qureshi, Chairman and CEO, Nestle China
Stéphane Rinderknech, CEO, L’Oréal China
Victor Yuan Yue, Chairman, Dataway Horizon
Moderator: Eunice Yoon, CNBC
Global Risks: A Roadmap for Business in a Changing Economy
What risks are lurking on the global horizon, failing to draw our full attention but capable of inflicting great disruption and damage? This session will focus on understanding potential perils—from food crises to pandemics and from climate catastrophes to human migration—that aren’t top-of-mind in most boardrooms, but could enable CEOs to better navigate changing economic conditions and markets.
Pankaj Ghemawat, Anselmo Rubiralta Professor of Global Strategy, IESE Business School
John Haley, Chief Executive Officer, Willis Towers Watson
Jim McIlvennny, President, Dow Asia Pacific
Xiang Bing, Dean, Cheung Kong Graduate School of Business
Moderator: Clifton Leaf, Fortune
Energy Innovation
As the world population grows, businesses are increasing investments in sustainable energy innovation. By 2035, China is expected to account for 28% of the world’s primary energy consumption. To meet the growing demand, the government has unveiled ambitious plans to spend US $360 billion on renewable power sources by 2020 and to generate one-fifth of its energy from renewable sources by 2030. How will China’s commitment to renewable energy influence the rest of the world? What impact will it have on businesses, quality of life, and human health? What are global companies doing to accelerate innovation in sustainable energy and to unlock more affordable energy?
Maarten Bijl, CEO, SHV Energy China
Jérôme Pécresse, President and CEO, GE Renewable Energy
Yinbiao Shu, Chairman, State Grid Corporation of China
Jonathan Woetzel, Senior Partner, McKinsey & Company; Director, McKinsey Global Institute
Wu Guodi, Chairman, China International Energy Group
Moderator: Brian O’Keefe, Deputy Editor, Fortune

5:45 PM–6:30 PM DEPARTURE FOR CANTON TOWER

6:30 PM–9:45 PM

DINNER AND PEARL RIVER CRUISE

6:30 PM–8:30 PM RECEPTION, DINNER AND ENTERTAINMENT
Hosted by The City of Guangzhou
Location: Canton Tower

8:30 PM–8:45 PMTRANSFER TO CRUISE SHIPS

8:45 PM–9:45 PM  PEARL RIVER CRUISE NIGHTCAP

FRIDAY,DECEMBER 8

8:00 AM–9:20 AM

SMART MANUFACTURING AND THE INTERNET OF THINGS (OPTIONAL)

Around the world, factory floors and assembly lines are becoming highly automated, combining human ingenuity with data and technology to revolutionize product and productivity outcomes. As the notion of a “factory of the future” continues to evolve, how are companies incorporating “smart” and connected products into their manufacturing process? From sensors and robots to 3D printing and green technology, global companies are experimenting with a variety of methods to streamline, scale, and sustain their business. Here in China, manufacturers have been asked to deliver on the nation’s “Made in China 2025” strategy and are aggressively pursuing their own strategies to become smarter, greener, and more efficient. As these changes take hold, what are the implications for those doing business in China and for supply chains worldwide? And how are companies redeploying and reeducating their workforces as traditional factory jobs become automated and the need for technically proficient talent increases?
Hosted by The City of Guangzhou
Börje Ekholm, President and CEO, Ericsson Group
Till Reuter, Chief Executive Officer, KUKA
Tony Tan, Partner, Shanghai Office, McKinsey & Company
Wang Wenyin, Chairman, Amer International Group
Shoei Yamana, President and CEO, Konica Minolta
Zhang Jing, Founder and Chairman, Cedar Holdings Group
Moderator: Adam Lashinsky, Fortune

8:30 AM–9:30 AM

 CONCURRENT SESSIONS

CHOOSE ONE OF FIVE
Future of Sports and Fitness in China
Worth US $225 billion in 2016, China’s sports industry is expected to triple in value by 2025. From football, basketball, and tennis to hockey, cycling, and swimming, public support for sports activities—along with national policies that promote mass fitness—have created a new growth point for China’s economy. Technology has brought millions of Chinese sports fans closer to global sports leagues and has surfaced an e-sports market worth almost $3 billion. Across the country, enthusiasm for personal fitness—buoyed by government policies focused on health and wellness—is taking hold. This enthusiasm and its influence on consumer spending represents a huge potential for global companies—from sponsorship deals to licensing, distribution, and branding. Hear from those at the forefront of China’s push for sports and fitness along with those capitalizing on its fast-growing sports economy.
Angela Dong, General Manager, Nike Greater China; Vice President, Nike Inc.
Michael Ma, Chief Executive Officer, WME | IMG China
Guy Port, Managing Director, Asia, Nielsen Sports
Zhao Yan, Chairwoman, Bloomage International Investment Group
Moderator: Jaime FlorCruz, China Chairman, Fortune Global Forum
Beyond Borders: The Next Frontier in Global Ecommerce
The rapid growth of ecommerce has transformed the retail experience, moving consumers away from traditional brick-and-mortar stores to a global digital marketplace providing greater access to new products and better pricing. Cross-border buying and selling is also being fueled by a rapid rise in retail sales driven by social media. By 2020, China will become the world’s largest market for selling products online, and global ecommerce sales are expected to double to some US $4 trillion. How can businesses guarantee consumer safety as more and more customers purchase foreign products online? How are retail brands and SME’s using ecommerce technologies and best practices to grow their international presence and increase profits? What challenges lie ahead as ecommerce takes hold across Asia and other emerging markets?
Marc Lautenbach, President and CEO, Pitney Bowes
Vincent Qiu, Chief Executive Officer, Baozun
Karen Reddington, President, Asia Pacific Division, FedEx Express
Yang Haoyong, Chief Executive Officer, Cars Group; Founder, Guazi Used Car
Additional speakers to be announced
Moderator: Clay Chandler, Time Inc.
State-owned Enterprise in China: Progress and Prospects
China’s state-owned enterprises (SOEs) have long been the backbone of the national economy. Over the past few years, these companies have undergone a series of reforms to diversify ownership, promote greater efficiency, and revive the pace of economic growth in China. Joint ventures with private Chinese companies and multinationals are being encouraged and strategies such as One Belt One Road bring more opportunities for global expansion and innovation. There are signs these reforms are paying off: in the first half of this year, Chinese SOEs reached a total income of US $2.2 trillion, and a year-by-year growth of over 24%. Experts and SOE leaders join us to share their insights on the progress of reforms and how SOEs will influence the global business landscape in the years to come.
Arthur Kroeber, Head of Research, Gavekal; Editor, China Economic Quarterly
Li Qingkui, Board Chairman, China Southern Power Grid
Shu Yingbiao, Chairman, China State Grid
Xiang Bing, Dean, Cheung Kong Graduate School of Business
Xu Niansha, Chairman, China Poly Group Corporation
Moderator: Eunice Yoon, CNBC
Smart Money: Finding Investment Opportunities in China
At no point in China’s history have global investors had as much access to the country’s markets as they do today. From health care to retail, private funds, and beyond, what are the most lucrative investment opportunities in China and where should investors place their future bets? How are trends such as automation, an exploding middle class, and stable GDP growth changing the investment landscape? Join leading investors for a dialogue on the potential risks and rewards of investing in China.
Victor Chu, Chairman and CEO, Far Eastern Investment Group
Liu Qiuming, President, China Minsheng Investment (Hong Kong)
Yang Liu, Chairman, Atlantis Investment Management Group
Hans Tung, Managing Partner, GGV Capital
Wei Zhou, Founder and Founding Managing Partner, China Creation Ventures
Moderator: Nina Easton, Fortune
Green China: Designing Sustainable Urban Communities
As China moves toward creating more sustainable cities and transitioning to a low-carbon economy, green design and sustainable building practices are becoming more prominent and more paramount. Today, China is the world’s largest green building market. From residential spaces and commercial hubs to retail complexes and parks, green design has contributed to cleaner environments and stronger, more vibrant communities. This session will bring together experts and executives at the forefront of China’s push for greener and cleaner urbanization, with a focus on opportunities for global business in China’s green building sector.
Li Junfeng, Former Director General, National Center for Climate Change Strategy and International Cooperation
David Manke, Vice President, International Government Relations, United Technologies
Kevin Mo, Managing Director, Paulson Institute Beijing Representative Office
Ye Qing, Chairman, Shenzhen Institute of Building Research
Jian Zhang, Partner and CEO, DGBK Architects
Moderator: Brian O’Keefe, Fortune

9:00 AM–11:30 AM

GUANGZHOU BUSINESS TOURS (OPTIONAL)

Visit leading-edge business operations that are leveraging the power of Guangzhou’s advanced infrastructure, creativity, and innovation hubs.
Departure point: Shangri-La Hotel Lobby
Tour 1: Drone and 3D Medical Printing Technologies 
Tour includes stops at Medprin Regenerative Medical Technologies (MEDPRIN) and Guangzhou Ehang Intelligent Technology (EHANG). MEDPRIN is the first company in China to apply 3D bioprinting to the development of implantable medical devices and the delivery of precision medicine. EHANG, an intelligent aerial vehicles technology and service company, is the manufacturer of the “Ghostdrone” series of consumer drones as well as EHANG184, the “world’s first safe, smart, and eco-friendly autonomous aerial vehicle.” This visit will include drone demonstrations as well as an exclusive EHANG184 flight experience.
Tour 2: Internet and Creative Industries 
Tour includes visits to the Pazhou Internet Innovation Cluster and the Guangzhou Painting and Sculpture Academies. Located in Haizhu district, Pazhou Internet Innovation Cluster (also known as Guangzhou’s “Silicon Valley”) is expected to generate US $15 billion revenue and create 80,000 jobs within the next five years. Over a dozen leading Chinese Internet and ecommerce companies have built their national or district headquarters here, including Alibaba, Fosun, Jinri Toutiao, Tencent, and Xiaomi. The last stop will be Guangzhou Painting and Sculpture Academies, where delegates will visit the studios, meet with artists, and enjoy the many distinctive works on display.

9:30 AM–9:45 AMSWITCH BREAK

9:45 AM –12:00 PM

SESSION

9:45 AM–10:05 AM  CONNECTING THE WORLD
Chinese telecommunications and cloud network company Huawei has an ambitious growth strategy that aims to connect the world by fusing platforms, connections, and ecosystems. How will R&D, AI, and good design help the company become global leader in harnessing the power of the Internet of Things?
Ken Hu, Deputy Chairman and Rotating CEO, Huawei Technologies
Interviewer: Adam Lashinsky, Fortune

10:05 AM–10:35 AM  JOBS FOR THE 21ST CENTURY
Today’s backlash against globalization could be just the beginning as emerging technologies radically reshape the workforce. Champions of the innovation revolution say it will create more jobs than it destroys; but nearly everyone agrees that along the way there will be unsettling mass disruption to work, incomes, and lives. How can global business leaders continue to create new jobs and build a “life script” that enables workers to reskill and evolve in fast-paced and always-changing workplaces?
Mark Hoplamazian, President and CEO, Hyatt Hotels
Tomson Li, Founder, Chairman, and CEO, TCL Corp.
Strive Masiyiwa, Founder and Executive Chairman, Econet Group
Moderator: Geoff Colvin, Fortune

10:35 AM–11:05 AMCONNECTED ECONOMY: PLATFORMS FOR GROWTH
From the gig economy to the sharing economy, digital platforms have brought mobile devices and “Internet of things” technology together as never before. For Chinese consumers, Internet platforms power all aspects of daily life, from social interactions to services and purchases. How are these new platforms upending established business models, blurring industry lines, and cultivating a new generation of consumers? What new platforms are on the horizon and where should investors place their bets?
Nathan Blecharczyk, Co-founder and Chief Strategy Officer, Airbnb
Hans Tung, Managing Partner, GGV Capital
Zhang Siding, Co-founder, ofo
Moderator: Clay Chandler, Time Inc.

11:05 AM–11:35 AMENTERTAINING CHINA: ENGAGING NEW CONSUMERS
From film enthusiasts to gamers and theme park attendees, Chinese consumers represent a huge fan base and an even bigger disposable income. What can companies learn about the Chinese consumer via emerging trends in entertainment? How are companies reaching Chinese fans through integrated content—and what investments and joint ventures could we see in the future?
Ruigang Li, Chairman, China Media Capital
Robert Simonds, Chairman and CEO, STX Entertainment
Additional speakers to be announced
Moderator: Jeffrey Katzenberg, Partner, WndrCo

11:35 AM–12:00 PM SESSION TO BE ANNOUNCED

12:00 PM PROGRAM CLOSE

12:30 PM–4:30 PM

VISIT TO NANSHA DISTRICT AND PILOT FREE TRADE ZONE (OPTIONAL)

Departure point: Shangri-La Hotel Lobby 
An optional tour will be provided to Nansha, a southernmost district of Guangzhou. Nansha is part of the Guangdong Free Trade Zone and sits at the geographic center of the Pearl River Delta. Stops will include the Port of Nansha and the Pearl Bay Area, a core startup development that, when completed, will become an international central business district for the Pearl River Delta and surrounding areas. Delegates will also visit the Pearl Bay Development Exhibition Center and meet with Nansha Free Trade Zone leaders. (Lunch will be provided.)

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