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A rational discussion about the future of U.S.-China relations

May 6th, 2020 | 24 panels | 84 speakers | All online
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The U.S.-China Series

The US-China Series is a sequence of events designed to provide a forum for thoughtful debate and critical dialogue. Our Mission: To forge a deeper and long lasting understanding on how two different economic and political models can see through their differences for the benefit for the world at large.

Conference Schedule

May 6th, 2020

All times are Eastern Daylight Time

TIME
PANELS

 

DESCRIPTION

5:00 AM
55min
Asian CIO Panel brought to you by View from the Peak

 

The CIO panel looks ahead to the opportunities in the region as COVID-19 morphs from a health crisis to the challenges of restarting the global economy. 

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Global investors are dealing with unprecedented volatility in response to COVID-19. When combined with the uncertainty of the recalibration of the economic relationship between the United States and China, it has been a tumultuous time for Asian based investors. Our CIO panel looks ahead to the opportunities in the region as COVID-19 morphs from a health crisis to the challenges of restarting the global economy. We look at prospects in China as it continues to look inward and how this will affect not only its neighbors but the United States and Europe. This panel of esteemed multi-asset class investors will share their roadmaps for the years to come.

6:00 AM
55min
China Property brought to you by Real Estate Foresight

 

This panel, led by Robert Ciemniak – CEO and Founder of Real Estate Foresight, will assess the short term headwinds and longer-term structural themes that property investors from both the United States and China face. 

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Property investment across the globe faces an array of outcomes post-COVID-19. Chinese Residential and Commercial property investors must assess record low borrowing cost and demographic trends as well as the balance sheet health of property developers. The appetite for consumers to re-engage and, of course, the desire for the Communist Party to deliver affordable housing.The structural tailwinds of data centers providing an intriguing investment thesis while Chinese retail landlords face many of the same pressures of their US peers as online trends are global and relentless. Our panel, led by Robert Ciemniak – CEO and Founder of Real Estate Foresight, will assess the short term headwinds and longer-term structural themes that property investors from both the United States and China face. Will threats to bilateral investment deter Chinese investors from hoarding capital in American residential property? The landscape is evolving.

7:00 AM
55min
US-China and the Battle for 5G Dominance

 

5G will be the epicenter of intense competition between the United States and China over technology dominance. The US-China trade dispute has now evolved into a technology cold war.

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5G is central to empowering new services and products for people, businesses, and society at large. With unprecedented speed and flexibility, 5G will drive innovation in every facet of a technological future from autonomous vehicles and artificial intelligence, civilian and military.

7:30 AM
55min
China’s Electric Vehicle Revolution

In terms of vehicle electrification, China has gone in early and hard. Today, around 60% of the world’s electric vehicles and 99% of its electric buses are on China’s roads.

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The Chinese automotive market is a behemoth. In terms of vehicle electrification, China has gone in early and hard. Today, around 60% of the world’s electric vehicles and 99% of its electric buses are on China’s roads. China has twice as many EV charging stations as the rest of the world put together. With the policy pillars of energy security, air quality/climate goals, and the industrial strategy underwriting growth, it is difficult to see a scenario of how the sector’s relentless rise doesn’t continue. It is certainly more nuanced than that. Our panel will look at the drivers of policy and the influence of COVID-19 – does cheap oil hurt demand? We look at Consumer preference: Range anxiety, vehicle connectivity, and power of legacy foreign brands in China. The electric bus industry in the context of China’s role as an exporter of EV technology and supply chain security issues for those companies servicing global OEMs.

8:00 AM
55min
Investing in China – opportunities and risks in the midst of the recovery brought to you by EY

 

A curated and thoughtful discussion around how the future US to China investment climate is expected to unfold in a hoped-for post-Covid-19 recovery.

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A curated and thoughtful discussion around how the future US to China investment climate is expected to unfold in a hoped-for post-Covid-19 recovery. A cross-cutting set of panelists have been selected to bring a broad and deep perspective ranging from macro-political risk to broader commercial and business investment opportunities and risks. The discussion will probe where opportunities exist, who the future winners may be and what will matter most in a transformed world – one with expected geopolitical tensions remaining and potentially growing between two global “must have” markets. The panelists include a former senior level U.S. State Department diplomat and Senior Law Fellow, former executive leader of multi-billion dollar global automotive programs and senior finance and geostrategy advisory partners.

8:30 AM
55min
Rejuvenating Bilateral Investment

As the trade dispute has morphed into a broad remaking of the entire economic relationship, bi-lateral capital flows are becoming the next source of tension. 

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As the trade dispute has morphed into a broad remaking of the entire economic relationship, bi-lateral capital flows are becoming the next source of tension. From Chinese ownership of US treasuries to the listing of China’s leading companies on US exchanges, the interdependence of both countries regarding investment flows is subject to increasing skepticism.

9:00 AM
55min
Journalistic Cold War

 

What impact will constrained flows of journalistic information and increased flows of propagandistic information have on the U.S.’s and China’s shared future?

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It is not an overstatement to say that the U.S. and China are on a path to journalistic cold war. Both countries have taken abrupt, aggressive action against the other’s media footprint in their country. Both countries’ mainstream media outlets (and government representatives) beat an ever-intensifying drumbeat of blame-shifting and nationalism. What impact will constrained flows of journalistic information and increased flows of propagandistic information have on the U.S.’s and China’s shared future?

9:30 AM
55min
The Future of Research Collaboration

 

How human civilization responds to the building climate crisis will likely define the outcome of the next 100 years, and no meaningful progress can be made without the U.S. and China’s full buy-in.

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Allegations of industrial espionage, unreported funding, and other misdeeds – not to mention an atmosphere of mutual mistrust and deepening political tension – have cast a pall on scientific collaboration between the U.S. and China. The COVID-19 pandemic has increased sinophobia in the U.S. and galvanized many in China against the U.S. But the crisis has also highlighted the urgency of deeper and more durable collaboration. What is the way forward? Can scientific collaboration continue even as the political divide between the U.S. and China widens?

10:00 AM
55min
China’s Capital Markets – Reform and Potential

 

Chinese capital market reforms rarely match the expectations of Western pundits but reinforce Chinese characteristics. What are the opportunity sets across the asset classes in China? 

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Despite intertwined structural and cyclical problems facing the Chinese economy, policymakers have pushed ahead with capital market reforms. These reforms rarely match the expectations of Western pundits but reinforce Chinese characteristics. What are the opportunity sets across the asset classes in China? How will the collapse in bilateral investment and the push toward further disengagement between the United States and China influence asset allocation decisions from the world’s two largest pools of capital? Will the Chinese household balance sheet finally embrace equities with the fervor of the West?

10:30 AM
55min
Future of the Supply Chain

 

China-centric supply chains were under duress before COVID-19, and it seems now all but a foregone conclusion that tectonic shifts will take place in global supply chains after COVID-19. What do the experts say?

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China-centric supply chains were under duress before COVID-19, and it seems now all but a foregone conclusion that tectonic shifts will take place in global supply chains after COVID-19. What do the experts say?

11:00 AM
55min
Cybersecurity

Are we destined for a bifurcated world of technology because of a lack of trust, or can the U.S. and China work together for the common good?

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Global supply chains, data and network infrastructure are an increasingly important part of national security. Countries that successfully utilize and protect their data will be in a position to dominate the geopolitical landscape. Are we destined for a bifurcated world of technology because of a lack of trust, or can the US and China work together for the common good?

11:30 AM
55min
Climate Cooperation

 

They are the world’s largest economies; they have the largest carbon footprints, and the tensions between the United States and China go well beyond the future of our planet.

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They are the world’s largest economies; they have the largest carbon footprints, and the tensions between the United States and China go well beyond the future of our planet.  Cooperation in the battle against climate change had once been a bright spot in years past, but as rhetoric from trade to COVID-19 dominates the domestic political agenda of both countries, how do we return our focus to the ultimate common goal objective that is preserving the environment? Will plummeting energy prices and the imperative of stabilizing employment force climate priorities to the background? Threats to globalization dramatically alter the ability of nations to act as one. The environmental challenges we face require a global effort, and that effort requires trust between two of the most significant stakeholders. We have to get this back on track but how?

12:00 PM
85min
Belt & Road: Africa – The Untapped Opportunities brought to you by Standard Chartered

Strategic insights related to the continent’s growth, economic diversification and inclusion, macroeconomic policies, and means to navigate the diverse opportunities within the region.

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In conjunction with the Road and Belt initiative, Standard Chartered Bank will host a panel titled: “Africa: The Untapped Opportunities.” The panel will consist of local research experts and business leaders who will provide strategic insights related to the continent’s growth, economic diversification and inclusion, macroeconomic policies, and means to navigate the diverse opportunities within the region.

1:30 PM
55min
Integrating political risk analysis into corporate strategy brought to you by EY

 

How are multinationals reacting to heightened levels of both risk and uncertainty? How do they integrate macro analysis into business planning? How do they increase resiliency?

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In recent years, shifts in the world’s three largest economies along with the erosion of trust in government, political polarization, nationalism and protectionism, a more fragmented regulatory environment and rising social activism have had a profound effect on the operating environment. The Covid-19 outbreak is exacerbating these trends, underscoring the uncertain macro environment in which companies operate. Meanwhile, policy responses to the pandemic are creating a number of political risks. How are multinationals reacting to heightened levels of both risk and uncertainty? How do they integrate macro analysis into business planning? How do they increase resiliency?

2:00 PM
55min
China Energy Policy

 

This panel will discuss to what extent COVID-19 has altered government energy priorities this year, and how it will shape the drafting for the next five-year plan. 

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2020 started off as a strong year for Chinese energy demand, due to a strengthening economy, and an important year for reform, as the 13th Five Year plan comes to an end. This panel will discuss to what extent COVID-19 has altered government priorities this year, and how it will shape the drafting for the next five-year plan. Beijing’s efforts to contain the spread of the virus has taken an enormous toll on the economy and energy demand in Q1 20, weighing on global supply chains and growth. The crucial question is whether the economic aftermath of COVID-19 has altered China’s longer-term plan: its environmental guidelines and its ambitious renewables programme, the pace of reform and liberalization in oil and gas, the outlook for investments along the Belt and Road and to how these will factor in to US-China relations.

2:30 PM
55min
Artificial Intelligence – Policy

 

When policies must address competition and collaboration between powerful nations. Ethics, economics, national security, and politics all come into play.

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Technology governance is an increasingly urgent matter, difficult enough to formulate and implement for familiar technologies within national borders. The difficulties multiply when it comes to regulating an emerging technology whose potency and potential applications are not well-understood outside of a small circle of experts – and when policies must address competition and collaboration between powerful nations. Ethics, economics, national security, and politics all come into play. This panel will look at efforts to address issues of concern when it comes to formulating policy AI in the U.S. and China.

3:00 PM
55min
Resuscitating Globalization

 

With globalization under threat, the rules of engagement that have benefitted billions of people are being challenged.

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While the economic and diplomatic challenges facing the United States and China are wide ranging, trade remains the central issue and political hotbed in both countries. With globalization under threat, the rules of engagement that have benefitted billions of people are being challenged.

3:30 PM
55min
The World Order Post Covid-19

 

Will the COVID-19 pandemic be seen years from now as an important inflection point in the history of great power competition? 

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Even before the virus has peaked in the U.S., pundits have already begun debating what the pandemic’s impact will be on the shape of the world order – with particular emphasis, unsurprisingly, on the relative positions of the United States and China. Has China made “soft power” gains for its apparently competent handling of the epidemic domestically and for its “mask diplomacy”? Or were its problematic initial responses to the crisis enough to turn global public opinion against China? Will the U.S. pay the price for Donald Trump’s disparagement of multilateral institutions? And will the COVID-19 pandemic be seen years from now as an important inflection point in the history of great power competition? This panel will delve into these and other questions.

4:00 PM
55min
Artificial Intelligence – Applications

 

This panel will highlight some of the ingenious – and sometimes troubling – ways in which AI is being put to use in a bewildering range of sectors in China.

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How are China’s public and private sectors harnessing AI? What innovations in AI applications are now coming out of China, and what are the conditions that have enabled China’s AI practitioners to leverage deep learning so effectively? What can U.S. companies, government agencies, and other institutions learn from China? This panel will highlight some of the ingenious – and sometimes troubling – ways in which AI is being put to use in a bewildering range of sectors in China.

4:30 PM
55min
Lessons from China’s containment of Covid-19

 

What did China do right, and what can other countries learn from its response?

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While the debate rages on over China’s initial response to COVID-19 and other aspects of its management of the pandemic, there is little disagreement that once mobilized, China’s state capacity was a match for the disease: ubiquitous temperature checks, quick testing, rapid construction of fever wards and a quick decision to impose economically painful lockdowns all helped China to manage the disease and keep infections and deaths, on a per capita basis, impressively low even if reported numbers are not taken at face value. What did China do right, and what can other countries learn from its response?

5:00 PM
55min
National Security

 

As the complexity of the digital age changes the nature of con-flict and cooperation, the United States and China are central to a quickly evolving world order.

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China’s economic rise has led to claims about a new kind of military rival to the United States not seen since the Soviet Union. As the complexity of the digital age changes the nature of con-flict and cooperation, the United States and China are central to a quickly evolving world order

5:30 PM
55min
Challenges and Opportunities – Chinese Companies in the United States

 

Brendan Schulman, vice president for public policy and legal affairs of the Shenzhen-based consumer drone maker DJI, joins Sinica Podcast host Kaiser Kuo for a one-on-one discussion.

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Brendan Schulman, vice president for public policy and legal affairs of the Shenzhen-based consumer drone maker DJI, joins Sinica Podcast host Kaiser Kuo for a one-on-one discussion of the regulatory and political challenges that Chinese companies now face in the United States, and on how DJI has responded to repeated allegations about the data security of its products. 

6:00 PM
55min
Overcoming US-China Challenges to Create Education and Social Impact

 

Do Chinese tech companies have a harder time in the US gaining trust from stakeholders? We look at the role of education as a bridge to build that trust.

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The discussion will examine the state of US-China Relations and how Chinese technology companies manage risks under the current environment. How are Chinese companies overcoming challenges to create value/impact in America? Unless Chinese firms can demonstrate their value addition to American society, in other words, create social impact, do Chinese tech companies have a harder time in the US gaining trust from stakeholders? We look at the role of education as a bridge to build that trust.

Speakers

Asian CIO Panel brought to you by View from the Peak

Adam Levinson
Adam Levinson

Graticule Asset Management

Patrick Brenner
Patrick Brenner

Schroders

David Nolan
David Nolan

DNMacro

Sanjiv Bhatis
Sanjiv Bhatis

Pembroke Emerging Markets

Hyder Ahmad
Hyder Ahmad

Broad Peak Investment

China Property brought to you by Real Estate Foresight 

Robert Ciemniak
Robert Ciemniak

Real Estate Foresight

Gretchen Yuan
Gretchen Yuan

CBRE Capital Advisors Asia

Thomas R Delatour, Jr
Thomas R Delatour, Jr

Century Bridge Capital

Thomas Liu
Thomas Liu

Actis

US-China and the Battle for 5G Dominance

Paul Triolo
Paul Triolo

Eurasia Group

Paul Schulte
Paul Schulte

Schulte Research

Courtney McCaffrey
Courtney McCaffrey

EY

Tom Loozen
Tom Loozen

EY

China’s Electric Vehicle Revolution

Neil Thomas
Neil Thomas

Paulson Institute

Ilaria Mazzocco
Ilaria Mazzocco

Paulson Institute

Rupert Mitchell
Rupert Mitchell

WM Motor

Tu Le
Tu Le

Sino Auto Insights

Artificial Intelligence – Policy

Matt Sheehan
Matt Sheehan

Paulson Institute

Danit Gal
Danit Gal

United Nations

Joy Dantong
Joy Dantong

Home Partners of America

Paul Scharre
Paul Scharre

CNAS

Rejuvenating Bilateral Investment brought to you by View from the Peak

Paul Krake
Paul Krake

View from the Peak

Giovanna Cinelli
Giovanna Cinelli

Morgan Lewis

Julia Coym
Julia Coym

Control Risks

Mike Edwards
Mike Edwards

George Weiss Asset Management

Scott Kennedy
Scott Kennedy

CSIS

Journalistic Cold War

Jeremy Goldkorn
Jeremy Goldkorn

SupChina

Jiayang Fan
Jiayang Fan

The New Yorker

David Barboza
David Barboza

The Wire

Josh Chin
Josh Chin

Wall Street Journal

The Future of Research Collaboration

Kaiser Kuo
Kaiser Kuo

SupChina

Mara Hvistendahl
Mara Hvistendahl

Author

Maggie Lewis
Maggie Lewis

Seton Hall University

Nelson Dong
Nelson Dong

Dorsey and Whitney

Rory Truex
Rory Truex

Princeton

China’s Capital Markets – Reform and Potential

Paul Krake
Paul Krake

View from the Peak

Will Hess
Will Hess

PRC Macro

Grace Gu
Grace Gu

Dracaena Capital Management

Colin Liang
Colin Liang

RWC Asset Management

Future of the Supply Chain

Shannon Von Sant
Shannon Von Sant

SupChina

Dan Wang
Dan Wang

GaveKal

Zachary Karabell
Zachary Karabell

New America

Flávio Barreiros
Flávio Barreiros

EY

Cybersecurity

Samm Sacks
Samm Sacks

Yale Law School

Carly Ramsey
Carly Ramsey

Control Risks

Xiaomeng Lu
Xiaomeng Lu

Access Partner

Graham Webster
Graham Webster

Stanford

Naomi Wilson
Naomi Wilson

ITI

Climate Cooperation

Barbara Finamore
Barbara Finamore

NRDC

Ashley Johnson
Ashley Johnson

NBR

Alex Wang
Alex Wang

UCLA

Sean Newsum
Sean Newsum

Boeing

Belt & Road: Africa – The Untapped Opportunities brought to you by Standard Chartered

Eric Olander
Eric Olander

China Africa Project (CAP)

Razia Khan
Razia Khan

Standard Chartered Bank

Saif Malik
Saif Malik

Standard Chartered Bank

Elizabeth Oguegbu
Elizabeth Oguegbu

Standard Chartered Bank

Dawit Welela
Dawit Welela

GE Africa

Dr Nick Westcott
Dr Nick Westcott

Royal Africa Society

Integrating political risk analysis into corporate strategy brought to you by EY

Kyle Lawless
Kyle Lawless

EY

Witold Henisz
Witold Henisz

The Wharton School

Mary K. Cline
Mary K. Cline

EY

Carolyn Brehm
Carolyn Brehm

Brehm Global Ventures

China Energy Policy

Michal Meidan
Michal Meidan

Oxford Institute for Energy Studies

Erica Downs
Erica Downs

Center on Global Energy Policy

Sam Geall
Sam Geall

chinadialogue.net

Joanna Lewis
Joanna Lewis

Georgetown University

Investing in China – opportunities and risks in the midst of the recovery brought to you by EY

Jon Shames
Jon Shames

EY

Susan A. Thornton
Susan A. Thornton

Former U.S. State Department

Robert Yu
Robert Yu

Executive Consultant

Ignatius Tong
Ignatius Tong

EY-Parthenon

Resuscitating Globalization

 Andy Rothman
Andy Rothman

Matthews Asia

Anna Ashton
Anna Ashton

US-China Business Council

Jorge Guajardo
Jorge Guajardo

McLarty Associates

Tom Orlik
Tom Orlik

Bloomberg

Wendy Cutler
Wendy Cutler

Asia Society

The World Order Post COVID-19

Kaiser Kuo
Kaiser Kuo

SupChina

Jude Blanchette
Jude Blanchette

CSIS

Mira Rapp Hooper
Mira Rapp Hooper

Yale Law School

Jessica Chen Weiss
Jessica Chen Weiss

Cornell University

Artificial Intelligence – Applications

Bob Guterma
Bob Guterma

SupChina

Saman A. Farid
Saman A. Farid

Baidu Ventures

Matt Sheehan
Matt Sheehan

Paulson Institute

Rui Ma
Rui Ma

Tech Buzz China

Lessons from China’s containment of Covid-19

Alison Szalwinski
Alison Szalwinski

NBR

Susan Jakes
Susan Jakes

ChinaFile

Yanzhong Huang
Yanzhong Huang

Council on Foreign Relations

Kristi Heim
Kristi Heim

MGI (BGI Group)

Joan Kaufman
Joan Kaufman

Schwarzman Scholars

National Security

Ryan Hass
Ryan Hass

Brookings

Taylor Fravel
Taylor Fravel

MIT

Bonnie Glaser
Bonnie Glaser

CSIS

Elizabeth Economy
Elizabeth Economy

Council on Foreign Relations

Challenges and Opportunities – Chinese Companies in the United States

Kaiser Kuo
Kaiser Kuo

SupChina

Brendan Schulman
Brendan Schulman

DJI

Overcoming US-China Challenges to Create Education and Social Impact

Shannon Von Sant
Shannon Von Sant

SupChina

Wenchi Yu
Wenchi Yu

VIPKid

Denis Simon
Denis Simon

Duke Kunshan