china investment forum event plan
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As Chinese investment in
California wine grows, so does
interest among Chinese investors in
Californias wineries. To date, at
least three multimillion-dollar
acquisitions of California wineries
and vineyards by Chinese investors
have been recorded.
Rhodium Group,
Chinese FDI in California,
November 2012
Advisory Committee
Wang Bin > Matsunichi Digital USA and Goldin Financial Holdings
Bob Burke > Greenheart Land Company, East Bay Programs Co-Chair, Urban Land Institute (invited)
Dr. Hong Chen > Hina Group (invited)
Duncan Clark > BDA China (invited)
Dr. Robert Edelstein > Fisher Center for Real Estate and Urban Economics
James Feng > Shanghai Foreign Investment Development Board
Ellen Gao > W.I. Harper
Song Jen Jen > AIG Group, Shanghai China
Rita Ling > Buchanan Street Partners (invited)
Peter Liu > W.I. Harper (invited)
Ted Liu > Department of Business, Economic Development and Tourism, State of Hawaii (invited)
Ed McFarlan > JRDV Urban International
Yuan Nansheng > San Francisco Chinese Consulate General (invited)
Stu Shiff > DivcoWest (invited)
Xiaoxi Xu > UC Berkeley Chinese Student Association
Dr. Pengpeng Zhan (Ponpon) > HIWAYS Law Offices
Wang Zhe > Shanghai Forte Land Company (invited)
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The Occident and the Orient,
the past and the present,
will here commingle their culture,
and the Pacific will be
illuminated from Berkeley.
Arthur Rodgers,
Berkeley graduate and
well-traveled business professional,
in his commencement
address, 1883
Draft Program
8:009:00 AM Registration, Networking, Continental Breakfast
9:009:15 Opening Remarks
9:159:45 Keynote Address & Words from Sponsor
9:4510:45 Panel Discussions, Q & A
10:4511:00 Coffee Break
11:0011:30 Keynote Address & Words from Sponsor
11:30Noon Deal-Making
Noon1:15 PM Lunch
1:151:45 Keynote Address & Words from Sponsor
1:452:45 Panel Discussions, Q & A
2:453:15 Concluding Keynote & Words from Sponsor
3:154:00 Deal-Making
4:005:00 ROI Reception
Note: translation services to be provided, as necessary
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Event Committee Structure
While Chinese investors aren't
exactly going to save California
from financial malaise, the report
underscores the state's potential
and its position to court new money
in a place that needs it. Badly.
CNN Money, in reference toa report published by Asia Society,
October 2012
ADVISORY COMMITTEE
PROGRAMMING
Define overall panel theme
Develop one or two guiding questions
for each panel
Develop possible moderator questions
Choose, confirm, coordinate panelists
Choose moderator(s)
Develop program & panel logistics
Convey expectations and logistics in an
organized fashion to panelists
Choose event master of ceremonies
Coordinate venue & catering
Budget development
Reservation tracking
Obtain participant biographies
Hardcopy event program development
Event signage
Ensure sponsorship fulfillment
Secure translator
Secure volunteers
Name badges
Coordinate day-of event logistics
Volunteer coordination
Day-of registration management Coordinate special needs of panelists in
cooperation with Programming
Further develop sponsorship program
Contact potential sponsors
Recruit attendance through calls and
correspondence
Coordinate participation of potential
partners
Media placement
Press releases
LOGISTI S
Debbie Hauser
EVENT STEERING COMMITTEE
MARKETING LOGISTICS
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When the Yuan truly steps onto
the world's stage in 2015, the game
will change forever because there
will be a fourth currency that has
enough liquidity to absorb global
capital flows. The sacred
triumvirate of the U.S. dollar, the
yen and the euro will shatter.
Money Morning Chief Investment
Strategist Keith Fitz-Gerald,
April 2013
Underwriting through Sponsorship
The opportunity to bring a high quality, dynamic forum to fruition is the primary motivating factor
in launching the CIF effort, one that seeks to assemble in one room the regions leading experts in
business, finance, real estate, and investment to discuss, debate and highlight Chinas current place
in the Bay Area marketplace. Through an exchange of information that also offers sponsor visibility
and the opportunity for deal-making at one of the countrys most prestigious institutes of higher
education, it is hoped that both attendees and participants of the China Investment Forum leave
better informed and positioned than when they arrived.
Sponsorship that offsets event-related expenses and efforts made by Bridges China Program Seriesprincipals, in working with a volunteer Advisory Committee and Event Committee, is necessary for
a successful forum. Five levels of event sponsorship are anticipated, subject to definition by the
Event Committee:
> Gold Mountain Title Sponsorship
> Equity Partner Sponsorship
> Market Force Sponsorship
> Capital Market Sponsorship
> ROI Reception Sponsorship
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His plans for those buildings are
even more ambitious: by the end of
this year, Henderson expects to have
raised $100 million from foreign
investors seeking green cards under
the federal EB-5 visa program. That
money is being invested in real estate
and job-producing companies.
San Francisco Business Times,
July 2013, in regards to
Tom Hendersons recent purchase of
iconic Oakland buildings under the
EB-5 visa program
Summary Revenue and Expense Sources
R V NU
Gold Mountain Title Sponsor @ $10,000 = 10 seats
Equity Partner Sponsor @ $7,500 = 10 seats
Market Force Sponsor @ $7,500 = 10 seats
Capital Market Sponsor @ $1,000 = 5 seats
ROI Reception Sponsor @ $1,000 = 0 seats
Individual, Early Bird 5 anticipated
Individual, Pre-Registered 30 anticipated
Individual, Week/Day of 20 anticipated
Partners & Panelists 20 @ N/C = 20 seats
90 Paid Attendees, 20 Comp Attendees
XP NS S
Food and Beverage Inclusive of venue and set-up
Audio Visual Podium, microphones, screen package
Venue Decoration, signage
Marketing Communications Hard costs, soft costs, staff time > July Jan
Program Development Hard costs, soft costs, staff time > July Jan
Logistics Delivery Hard costs, soft costs, staff time > July Jan
110 Attendees
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Angel Island Cultural & Recreational Excursion
An exclusive optional Angel Island excursion available to top level
sponsors, forum speakers and selected guests is in the beginning
stages of planning.
Envisioned as a one-day event that brings together participants in a
recreational setting prior to the China Investment Forum, the
excursion will set out from Oakland, traverse San Francisco Bay
by boat, view the new East Span and the San Francisco skyline,
then dock at Ayala Cove on Angel Island for a day that includes
shopping, sightseeing, and a visit to the islands U.S. Immigration
Station. In operation from 1910-40, the Station served as the main
processing center for hundreds of thousands of immigrants from all
over the world looking to start a new life in America. As a result of the Chinese Exclusion Act in 1882, the
U.S. Immigration Station detained immigrants an average of two weeks, sometimes years, while they
endured interrogations, medical exams, and more, for, sometimes, no other reason than their national
origin. Today the U.S. Immigration Station serves as a museum dedicated to interpreting and making
connections between the experiences of those who made the journey to America over 100 years ago and
the continuing story of immigration in America today. A visit to the museum provides context for the ChinaInvestment Forum.
Angel Island has something for everyone:
music, shopping, food, wine, sightseeing,
nature, exercise, culture and history.
The China Investment Forum Angel Island
Excursion will be charged as a separate
event for those who wish to participate,
pricing of which is pending further
logistics and planning.
To express their feelings, some of the
detainees, especially the Chinese, found
a release by carving and writing on the
walls of the barracks and hospital. They
created images, left messages or wrote
poems that have become a
predominant piece of the sites cultural
history. Some poems are still visible
at the museum today.
Angel Island History