Speakers

	Daniel H. Rosen  Principal, Rhodium Group, LLC    Daniel H. Rosen is an economic advisor specializing in China’s commercial development, and writes and speaks extensively on US-China economic relations. He is the Principal of Rhodium Group (RHG), a specialized practice helping decision-makers in the public and private sectors analyze and understand commercial, economic and policy trends in Greater China.   Mr. Rosen is an Adjunct Associate Professor at Columbia University, where his graduate seminar China’s New Marketplace is popular in preparation for China management careers. In 2001 and 2002 Mr. Rosen directed research for an investment venture in Beijing and Shanghai focused on the value chain partners of American multinationals. From 2000-2001 he was Senior Advisor for International Economic Policy at the White House National Economic Council (NEC), where he played a managing role in completing China’s accession to the World Trade Organization, accompanied the President of the United States to Asia for summit meetings, and participated in Cabinet level meetings and meetings with foreign heads of state.
	Monica Chen  Director, Hong Kong Economic and Trade Office, New York   Ms Chen took up the post of Director, Hong Kong Economic & Trade Office, New York in April 2006.  As a senior representative of the Government of the Hong Kong Special Administrative Region, she is responsible for promoting and strengthening the close links between Hong Kong and the 31 US states east of the Mississippi.   Ms Chen joined the Hong Kong Government after graduating from the University of Hong Kong and has served in a number of policy bureaus and departments since.  She was the Assistant District Officer of the Central and Western District from 1989-1991.  She joined the Information Co-ordinator’s Office as Assistant Information Co-ordinator, responsible for monitoring and advising policy bureaus on likely community and media response and appropriate publicity arrangements on various government initiatives.  After her training in Oxford University in the United Kingdom, Ms Chen was posted to Security Branch, responsible for policy matters relating to correctional services and fire services.  She served in the Trade and Industry Branch from 1995-98, working on subjects, inter alia, relating to the World Trade Organisation and the Organisation for Economic Co-operation and Development.  Ms Chen assumed the post of Principal Assistant Secretary in elderly services in Health & Welfare Bureau.  She subsequently joined the Home Affairs Department as District Officer (Yau Tsim Mong), tasked with the management of community issues of the whole district.  She was later posted as Assistant Director in the Home Affairs Department, responsible for policies relating to rural matters, community relations and execution of major community building projects.   Ms Chen graduated from the University of Hong Kong, majoring in Translation and English.  She obtained a degree in Master in Business Administration from the Chinese University of Hong Kong and a degree in Master of Public Administration from the University of Hong Kong.
	Simon Galpin  Director – General of Invest Hong Kong, Hong Kong Special Administrative Region   Mr Simon Galpin is the Director-General of Investment Promotion of Invest Hong Kong (InvestHK), the Government Department responsible for attracting and facilitating foreign direct investment into Hong Kong.   Mr Galpin joined InvestHK as Associate Director-General in 2001, soon after the establishment of the Department. His contribution in shaping the strategy and business planning process has helped establish InvestHK as one of the world's leading investment promotion agencies.   Having accumulated solid management experience across the Department’s main investment promotion sectors, Mr Galpin was also heavily involved in the development of its global network, establishing overseas representation in the Americas, South East Asia and Japan, India, and the Middle East.   With senior management experience in both the private and public sectors, Mr Galpin’s work experience combines international marketing, economic development and investment promotion. Prior to joining InvestHK, Mr Galpin spent ten years as the Head of Asia Pacific with Scottish Enterprise - at that time Europe’s largest economic development agency. He was initially posted to Hong Kong in 1992 but also worked in Glasgow, Taipei, Sydney and London.   Mr Galpin, 47, holds a Master of Business Administration degree from the Sheffield University Management School, a Master of Science degree from the University of Glasgow and a Master of Law (International Business Law) degree from the University of London.
	Gao Lin Deputy Director-General of Invest Shenzhen    Mr Gao Lin is the Deputy Director-General of Invest Shenzhen, an authority of Shenzhen Municipal Government that is specialized in the promotion and services of investment and projects from home and abroad. Mr Gao is wholly responsible for the daily operation of Invest Shenzhen.   Before Mr Gao was appointed to the present post in early this year, he had been also working in the international business management area. From 1994 to the March of 2009, he had served as Director, Deputy Director of the General Office, Financial Planning and Invest Promotion Divisions in Shenzhen Bureau of Trade and Industry and Shenzhen Foreign Investment Bureau respectively. Prior to 1994, he had been studying and teaching in Northeast Institute of Heavy Machinery for more than 10 years, in which he obtained his Master Degree of Engineering.
	Kelly Jones Head, Investment Promotion, Hong Kong Economic and Trade Office, New York   Kelly Jones is Head of Investment Promotion at Invest Hong Kong’s New York office, a position he has held since December, 2007. His office is in charge of Hong Kong’s international promotion activities for the Eastern US. He began his career at the General Motors Corporation with responsibility for East Asia market forecasts. From there, he moved to the forest products industry to head up export promotion at the American Forest Products and Paper Association.  He then joined Nissho Iwai Corporation, the $42 billion Japanese trade and investment conglomerate, where he was Director of New Business Ventures and played a key role in developing several joint ventures between Japanese and US auto parts makers.  In 1995, he was appointed by New York Governor George Pataki to the position of Senior Deputy Commissioner at Empire State Development Corporation, the economic development arm of New York State, and led its International Business Division, Strategic Business Division, and Regional Offices.  Kelly has a BA degree from Stanford University and Masters from the John Hopkins University School of Advanced International Studies.
	Andrew Pan Regional Chief Rpresentative, North American Representative Office of Shenzhen    Andrew M. Pan is the primary official contact of the City of Shenzhen in North America and oversees the daily operation of Los Angeles based NAROS which is a bilateral trade and investment promotion office of Shenzhen that gives support and free services for North American companies to do business in Shenzhen and other parts of China, as well as for Shenzhen companies to do business in the North America.   With his years of experience both in China and the U.S., Mr. Pan is a seasoned consultant on market entry, business development, sourcing and outsourcing, as well as government relations for overseas companies to do business in China and for China based companies to develop “Go Global” strategies.   Prior to NAROS, Mr. Pan served as the director of Foreign Investment Promotion of Shenzhen Bureau of Trade and Industry (SZBTI), the director of Economic Development of Shenzhen Free Trade Zone Administration (SZFTZ), and the senior manager of Shenzhen Foreign Investment Service Center (SZFIS).   Mr. Pan received a master of economics from Shanghai University of Economics and Finance and a bachelor of economics from University of International Relations, Beijing.
	Stephen Wong Regional Director of Americas, Hong Kong Trade Development Council   Stephen Wong is the Regional Director of the Hong Kong Trade Development Council (HKTDC) for the Americas.  He oversees HKTDC’s seven branch offices in North and South America.   Mr. Wong draws upon his extensive experience in trade development and promotion in the U.S. and Asia to create and facilitate opportunities in international trade between Hong Kong and its trading partners.     Prior to his transfer to HKTDC’s New York Office, Mr. Wong was based in Hong Kong as HKTDC’s Director of Information Services where he spearheaded the Council’s extensive e-commerce initiatives, which included the development of hktdc.com, the Council’s trade portal.  His portfolio also encompassed the organization of business training programs for enterprises in Hong Kong, and the provision of a global trade matching and enquiry service.  Mr. Wong also held the positions of Director for Product Promotion and Head of the Administration Department of the HKTDC while serving in Hong Kong.   Mr. Wong graduated from the University of Saskatchewan and completed the Senior Executive Education Program at New York’s Columbia University.
	Brian Lee Chief Representative, New York Office Representative, Hong Kong Monetary Authority   Mr Brian Lee is the Chief Representative of the New York Representative Office of the Hong Kong Monetary Authority (HKMA) and is responsible for representing the HKMA and maintaining contacts with government bodies and authorities as well as market practitioners in both North America and Europe.   During 2003 to early-2009, Mr Lee was in the Banking Supervision Department and he was promoted to Head, Banking Supervision Division 3 in 2004, in charge of front-line supervision of over 30 banking institutions including systemically important medium-sized retail banks in Hong Kong.  Before this, Mr Lee was a core team member in various important projects in the HKMA, including the establishment of the Real Time Gross Settlement System in Hong Kong, contingency planning on how the Hong Kong monetary and banking systems should prepare for the Year 2000 problem, and establishing the supervisory policies and approach to electronic banking.  From late-1996 to 1997, he was also seconded to the Hong Kong Mortgage Corporation Limited as the Vice President (Operations), in charge of its entire mortgage business operations when the entity was firstly established.  Mr Lee joined the HKMA as a Manager in 1994.
	Jeffrey R. Shafer Chief Representative, Vice Chairman, Global Banking, Citigroup Jeffrey   Jeffrey R. Shafer is the Vice Chairman of Citi’s Global Banking and Senior Asia Pacific Officer in New York where he is responsible for key Asia Pacific government and corporate client relationships. Mr. Shafer was previously the Head of Economic and Political Strategies, which was responsible for identification and analysis of key global economic and political issues.   Since joining the firm in February 1997, Mr. Shafer has worked with governments in Asia, Latin America and Europe on financial stabilization, liability management, debt issuance and privatization. In February 1999, he took on the role of Head of Privatization for the firm, and in 2003, became Vice Chairman of the Public Sector Group. While directing Citigroup’s privatization effort, he has personally worked closely with governments around the world, including France (Credit Lyonnais), Japan (NTT), Korea (POSCO), India (VSNL), and China (China Life). He has also been involved in landmark sovereign and quasi-sovereign bond transactions including for Korea, Turkey, China, Indonesia, the Philippines and Thailand.    From 1993 to 1997, Mr. Shafer was Assistant Secretary and subsequently Under Secretary of the U.S. Treasury for International Affairs. At the Treasury Department, he was responsible for international economic and financial issues, focusing on strengthening economic growth and financial stability in both developed and developing countries, fostering financial market development and liberalization, and strengthening the IMF and multilateral development banks. He was also responsible for the inter-agency CFIUS process to review foreign investment in the United States.  From 1984 until 1993, Mr. Shafer held a series of high-level positions at the Organization for Economic Cooperation and Development (OECD). Prior to the OECD, he served with the Federal Reserve Bank of New York, the Federal Reserve Board and the Council of Economic Advisors.   Mr. Shafer holds a B.A. in Economics from Princeton University and M.Phil. and Ph.D. degrees in Economics from Yale University. He is a member of the Council on Foreign Relations.
	Fang Hui General Manager, New York Branch, China Merchants Bank   1984-1992            Bank of China, Xinjiang Branch, International Department, Deputy Manager 1992-1998            Bank of China, London Branch, Trade Settlement Department, Manager 1998-2000            China Merchants Bank, Investment Banking Department, Deputy General Manager 2000-2002            21st Century Investment Company, Deputy General Manager 2002-2007            China Merchant Bank, International Department, General Manager 2008 -            China Merchants Bank, New York Branch, General Manager
	Manwei Huang  Vice President, Cross Border Banking, HSBC Bank USA   Manwei Huang is a Vice President on the Cross Border Banking team in HSBC Commercial Banking. Ms. Huang joined Commercial Banking in May 2006 to lead the development of US - China cross border business for US middle market clients, and to provide advisory services to HSBC clients on China banking. Having deployed a successful business model for US - China business, Ms. Huang continues to develop HSBC’s capabilities in this area, and to manage client relationships with regional focus in Asia.   Ms. Huang has over fifteen years of experience with HSBC Group, ten years in Corporate and Institutional Banking and five years in Trade Finance. She has been in diverse roles, including relationship management, commercial lending, trade finance and payments and cash management. Notably, this has included relationship management for top Asian banks in the US, and experience advising on and structuring complex trade transactions for HSBC clients.   Prior to joining HSBC, Ms. Huang was with Metropolitan Bank and Trust Co. She holds a BA in International Business from Hofstra University, New York. A native of Mainland China, she is fluent in both Mandarin Chinese and Fujianese (Taiwanese) dialect. She has lived and travelled extensively in greater China and other parts of Asia.
	Peter Guang Chen Partner, Deloitte Tax LLP   Peter is the Regional Tax Leader – China Tax in the International Tax Group in the NYC office of Deloitte Tax LLP. Peter is experienced in advising multinational corporations on their inbound and outbound transactions. In particular Peter specializes in companies with operations in China on various China and US tax, regulatory and business issues, assisting in the structuring of mergers, acquisitions and the reorganizations of multinationals in the greater China region. Peter has represented companies and individuals to resolve tax disputes, controversies with tax authorities in China and the US. He recently completed a World Bank financed consulting contract to provide tax and transfer pricing advice and course development to the Ministry of Finance of China. Peter is also tax adviser to various Sovereign Wealth Funds regarding their US investments.     Peter received a BS in Accounting & Economics and a MBA in Taxation from New York University; Juris Doctor (JD) from Fordham University Law School; and Master of Law (LLM) in Taxation from New York University Law School. Peter is both a Certified Public Accountant and an Attorney.   Peter’s professional memberships and licenses include: AICPA,  NYSSCPA (New York State Society of Certified Public Accountants), ABA (American Bar Association); licensed as a CPA and Attorney in both New York and New Jersey; admitted to practice before the United States Tax Court, the United States District Courts in New York and New Jersey. Peter is the Chair of the International Tax Committee of the NY State of CPAs (NYSSCPA) for the current term. Peter is on the board of trustees of the New Jersey Cultural Trust, and the Chair of its Audit Committee, and member of the Executive and Finance Committees.   Peter writes and speaks on China tax issues and international tax issues for magazines/journals and organizations. He is the co-author of a new book on China taxation (China Taxation: Law, Practice & Planning, published by Thomson Reuters | Hong Kong division in December 2006, update issued in November 2008).
	Hugh C. Kelly    Principal, Financial Services Regulatory Practice, KPMG    With 26 years of financial services experience, Hugh has been the partner-in-charge and head of the Banking Segment of KPMG’s Financial Services Risk Practice in the United States for more than three years.  Hugh is KPMG’s lead coordinator for Basel II related advisory services in the United States, and is a leading member of KPMG’s Global Basel II Initiative.  Hugh has been involved in an extensive array of bank supervision and risk management policy matters and on-site examinations at large financial institutions through his 26 years at the Office of the Comptroller of the Currency (OCC) in its Washington, Chicago, London and Los Angeles offices.  While at the OCC, he was a senior regulator and examiner-in-charge responsible for large bank examinations at the largest U.S. banks, and most recently, identified industry “best practice” and developed regulatory policy for Basel II operational risk management standards as well as corporate governance, outsourcing and information technology risk management. Hugh also has extensive international bank supervision experience, knowledge of cross-border regulatory issues and is a key link to KPMG’s regulator.