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Agenda

Asia Offshore Association Reunion 2014
Date: October 14th, 2014
City: Shanghai, China
Venue: Scena, 52/F, The Ritz-Carlton Pudong, 8 Century Avenue, Lujiazui, Pudong

12pm - 12:30pm Reunion Registration

12:30 pm - 1:45pm Opening Remarks and Lunch

1:45 pm - 2:15pm Overview of  ‘Offshore’ Market in Greater China - Perspective on Cross-border Wealth
Management and Outbound FDI - Practices and Trends

Cross-border Wealth Planning and Management

. State of current “Wealth Planning/ Management” product offerings and trends in Mainland China and Hong Kong,
. State of current offerings/trends that include a “cross-border” component (ie. immigration, fiduciary structures,
offshore private banking, investment funds, tax planning structures etc.)
. Projections on the above for the coming
years

Outbound FDI

. Outbound Investment Trends - The numbers and policies behind the phenomenon
. Timeline of Outbound FDI in China and Projections for the future
. Role of Offshore IFCs in Outbound FDI Structuring (Good signi?icant deals that involve Hong Kong, Singapore, Cayman, BVI, Luxembourg etc.)

2:15pm - 2:35pm Panel Discussion:
Greater China Opportunities for AOA
members followed by Q&A

. What jurisdictions have been popular with Chinese in the past and why?
. Due to current regulatory and investment trends, which jurisdictions will likely gain popularity for private investment?Corporate Investment?
. How can AOA as an association and its members support and bene?it from these trends from a Greater China’s practitioner's perspective

2:35pm - 2:45pm Association Mandate, Structure, Goals: Previous and New

2:45pm - 3:10pm Coffee and Networking

3:10pm - 3:40pm New Member & Previous Members Introduction: Company Profile, Individual Background, Objectives for Members, Experience with Asian Clients

3:40pm - 4:15pm Round Table Discussion on Issues in Dealing with Asian Clients: Regulatory, Cultural, Education Perspectives, Followed by Q&A

4:15pm - 4:30pm Regional Chair Nominations & Closing Remarks