Please note that this provisional agenda is subject to change, so please check periodically for updates as more speakers are confirmed.
Time
Day 2 2012: (For the 2013 Agenda please see 'Current' in the Agenda tab)
08:45
Morning Tea & Coffee
09:15
Opening Keynote: China, EM and the New Global Economic Order
Dr. Huang Haizhou - Chief Strategist, China International Capital Corporation
Dr. Huang is Chief Strategist, Managing Director,and Co-Head of Research Department at the China International Capital Corporation (CICC).
He has over sixteen-year experiences in conducting research at market, policy and academic institutions, and serving clients in the financial industry. Before joining CICC, he was head of Greater China research at Barclays Capital from 2005 to 2007, in charge of macro and related strategy research. From 1998 to 2005, he was an economist/senior economist at the International Monetary Fund’s (IMF) Monetary and Exchange Affairs, European and Research Departments. Before that he taught and conducted research at the Chinese University of Hong Kong and the London School of Economics.
He has over twenty publications in leading academic and policy journals, including the American Economic Review, China Economic Review, European Economic Review, Journal of International Economics, Journal of Money and Banking, Journal of Monetary Economics., as well as numerous publications in leading Chinese academic and policy journals.
Mr. Huang holds a Ph.D degree in business from Indiana University, USA, and a master and bachelor degrees, both in engineering, from China.
James Janoskey - MD, Head of European Energy Group, Credit Suisse
James Janoskey is a Managing Director of Credit Suisse in the Investment Banking division, based in London. He is Head of Credit Suisse's European Oil and Gas Group.
Mr. Janoskey has over ten years of international advisory and capital markets experience and has worked on a wide range of assignments, including: mergers and acquisitions, strategic advisory, and lead managed equity, debt, project finance and leveraged finance transactions. Mr. Janoskey's experience includes transactions involving clients across the Oil and Gas sector, including Integrateds, E&P, R&M and OFS.
Mr. Janoskey joined Credit Suisse First Boston in November 2000 when the Firm merged with Donaldson Lufkin & Jenrette. In January 2000, Mr. Janoskey moved to DLJ's M&A Group in London from the New York office where he had worked in the Chemical Group. Prior to DLJ, Mr. Janoskey worked at Schroders in the M&A Group both in London and New York.
Mr. Janoskey has an M.B.A. from the University of Chicago and a B.A. in Accounting from the University of Illinois.
Tore Eliasson - Global Head of Strategy & Analysis, Statoil
Guy Elliott has been Chief Financial Officer of Rio Tinto plc and Rio Tinto Limited since 2002. In this capacity he looks after all strategic development and financial affairs.
Previously Guy was Head of Business Evaluation at Rio Tinto. This principally involved the appraisal of capital projects and M&A activity. Guy was President of Rio Tinto Brazil from 1996 to 1999. Prior to joining Rio Tinto he was at Kleinwort Benson.
Guy was a Non Executive Director of Cadbury plc from 2007 until its takeover in 2010. He served first as Chairman of the Audit Committee and then as Senior Independent Director. He has been a member of the Trilateral Commission since 2008. He is on the International Advisory Board of the Fundação Dom Cabral since 2009. Since 2010, Guy is a Non Executive Director of Royal Dutch Shell plc, where he chairs the Audit Committee.
Guy has an MA in Modern History from Oxford University and an MBA from INSEAD,France. Aged 56, he is married and lives in London.
Tore Eliasson - Global Head of Strategy & Analysis, Statoil
Jeffrey Waterous - Chairman, JMW Energy
Jeffrey Waterous, an Irish-Canadian, was founder and Chairman of Waterous & Co. He built the firm from scratch in 1987 to become the leading independent investment firm in the global up-stream oil and gas sector. He sold the firm in 2005 to Canada's Bank of Nova Scotia, which renamed it Scotia Waterous. When sold in 2005 the firm had 75 employees located in offices in Calgary, Houston, Denver, London, Singapore, Buenos Aires and Gibraltar. During the three years prior to the sale, 24 of the 30 largest private sector oil and gas companies in the world were clients of Waterous & Co. Transaction size ranged from under US$50 million to more than US $2 billion. Between 2002 and 2005, Waterous & Co. completed over US$15 billion in oil and gas transactions. Over the course of his career Jeffrey Waterous has personally executed oil and gas transactions in more than 20 emerging and frontier countries globally.
Mike Powell - Managing Director, Head of Energy, Barclays Capital
Mike Powell is a Managing Director and Co-Head of Oil & Gas, EMEA within the Investment Banking Division at Barclays Capital, based in London.
Mr. Powell joined Barclays Capital in 2007 from Credit Agricole CIB where he was a Managing Director and Global Head of Energy and Structured Finance Advisory. Prior to that, he worked at CSFB, the Chase Manhattan Bank and Barclays Group.
Mr. Powell graduated from Oxford University with a BA (Hons.) in Theology.
Will Kennedy joined Bloomberg News's Singapore bureau in 2004, where he worked as a reporter and editor covering oil markets. He returned to London in 2007 and has led the energy industry team for the last two years.
Clean Technology Investment and Sustainable Development
Rob Genieser - Partner, Environmental Technologies Fund
Rob joined ETF as a Partner in early 2010. He focuses on new investments and developing the existing portfolio, capitalising on his 15 years' experience working with high-technology growth companies around the world. Rob represents the firm on the Boards of Compact Power Motors, Enablon and 4energy.
Prior to joining ETF, Rob was a Managing Partner at Vertex, one of the oldest and most prestigious investment firms out of Asia, where he led its European and North American investment activities for 8 years. Before that, Rob was a Managing Director of JP Morgan (and Hambrecht & Quist), focusing on advising high-tech growth companies globally. Earlier in his career, Rob was a management consultant for Bain & Co. in San Francisco, where he focused on the telecommunications industry.
Rob is a dual US and British national and has an AB and MBA from Harvard University.
Andrew Reicher - Chair of Investment Committee, Berkeley Energy
Andrew Reicher is an investor and advisor in the fields of infrastructure, climate change and economic development in emerging markets. Of his 35 years’ experience in international finance, covering many cycles and three major recessions, 25 have been in principal investing, with direct involvement in the deployment of more than $2 billion of private equity and over 50 investment transactions. For the past 20 years, Andrew’s work has been in emerging markets, with increasing focus on energy and infrastructure.
From 2009 until 2011, he was head of the Programme Management Unit of the Private Infrastructure Development Group (PIDG), a multi-donor organisation which sets up and funds business activities to boost private infrastructure investment in the world’s poorest countries (mostly in sub-Saharan Africa and Asia). and has invested over US$400 million in projects costing a total in excess of US$15 billion.
During almost 10 years at CDC / Actis until leaving in 2009, Andrew was Chief Investment Officer, Head of Infrastructure, and CEO of Globeleq, the holding company for the majority of Actis’ energy portfolio companies. The funds with which he was involved at CDC and Actis all achieved high cash multiples and rates of return. Before CDC, he worked at Citicorp, Botts & Co and Credit Suisse.
He is currently (February 2012) a Strategic Advisor to PIDG, leading an initiative on climate change in Africa, Non-Executive Chairman of the Investment Committees of Virgin Green Fund Emerging Markets and Renewable Energy Asia Fund, managed by Berkeley Energy, Non Executive Director of United Anodisers SA, a member of the Advisory Panel of Eiser Infrastructure Fund, and a member of the Advisory Committee of 46 Parallels LLP, a fund to provide equity linked debt to growing African companies. He is also working on sustainable forestry and power initiatives in Africa, and has several charitable and not-for-profit activities.
Lord Redesdale - Chairman, Anaerobic Digestion and Biogas Association
Lord Redesdale was the Energy Spokesman for the Liberal Democrats for the House of Lords 2000-2008 during which time he has introduced more private members bills in the area of energy and conservation than anyone else. As Vice Chair of the All Party Parliamentary Climate Change Group he has worked to spread the message about the carbon costs of energy especially computing. In 2009 Lord Redesdale founded the Anaerobic Digestion and Biogas Association (ADBA) which now has over 260 member companies. He has just founded the Carbon Management Association (CMA) which will approve all Carbon Management courses in the future. The CMA will provide carbon training courses to all companies to reduce their energy and CRC bill.
Alice Chapple has spent most of her career in development finance, working for the UK development finance institution CDC as an investment analyst, portfolio manager and adviser on social and environmental issues. In recent years, she has worked for the sustainable development charity, Forum for the Future, on financial issues and most particularly on how to drive capital towards sustainable activities. Recent publications include ‘Overcoming the barriers to long-term thinking’ and ‘Sustainable economy in 2040 – a roadmap for capital markets’.
In the area of “Sustainable Development and Clean Energy”, relevant research and publications include ‘Making the voluntary carbon markets work for the poor’, ‘The future climate for development – scenarios for low-income countries in a climate- changing world’ and work on finance for adaptation in developing countries. Alice also produced a guidance document for CDC on how climate change impacts its investment decisions
As well as heading up the finance system work at Forum for the Future, Alice is also an advisor to the Asian Development Bank on social impact assessment and is working with CDC on the development of a new impact investment facility. She has an MA Economics from Cambridge University.
Rob Genieser - Partner, Environmental Technologies Fund
Rob joined ETF as a Partner in early 2010. He focuses on new investments and developing the existing portfolio, capitalising on his 15 years' experience working with high-technology growth companies around the world. Rob represents the firm on the Boards of Compact Power Motors, Enablon and 4energy.
Prior to joining ETF, Rob was a Managing Partner at Vertex, one of the oldest and most prestigious investment firms out of Asia, where he led its European and North American investment activities for 8 years. Before that, Rob was a Managing Director of JP Morgan (and Hambrecht & Quist), focusing on advising high-tech growth companies globally. Earlier in his career, Rob was a management consultant for Bain & Co. in San Francisco, where he focused on the telecommunications industry.
Rob is a dual US and British national and has an AB and MBA from Harvard University.
Dmitry Lebedev, Deputy Russian Trade Representative - joined the Russian Trade Delegation in the UK in 2009. Russian Trade Delegation is the representation of the Russian Government established in London in 1920 to promote mutual trade, to assist the companies of two countries in doing business together, to encourage two-way investments, to provide for the activities of the Russian-British Intergovernmental Steering Committee. Dmitry Lebedev has a good record of leading British companies to the Russian market, organizing dual business missions and preparing Russian British intergovernmental documents and memorandums.
For the past 15 years he has been involved in the international trade. Prior to joining the Russian Trade Delegation he held different positions in the Russian Ministry of Trade and the Ministry for Economic Development, he also was a Senior Economic Advisor at the Russian Trade Representation in the USA.
Richard Youngman is responsible for driving the growth of the Cleantech Group’s activities outside North America, especially in Europe and Israel, and Asia. He is based in Cleantech Group’s office in London.
Richard has more than five years experience researching cleantech innovation, venture capital markets, and start-ups across Europe and Globally. He is a regular keynote speaker at major cleantech events and is the driving force behind the annual Global Cleantech 100, a list of the World’s most promising private cleantech companies. He authors periodic reports, such as The Rise of the Corporation in Cleantech.
Most recently, he was Vice President of Research & Operations at Library House, where he ran the Library House Research team, which discovered and collected the information about high-growth companies that underpinned that company’s data, analytical, and event services. Before Library House, Richard ran his own advisory firm conducting research and consulting on the measurement and evaluation of intangible assets and intellectual capital for organizations such as the European Commission. This followed nine years building a broad-based finance and research background with leading financial institutions such as ABN AMRO, Barclays Capital and BZW in the City of London. His work was centered on the debt markets and revolved around financing M&A deals and advising clients on achieving alignment between their financial and strategic plans. Richard has an MA from Cambridge University, and an MBA from Theseus International Management Institute, Sophia Antipolis, France.
Guy Elliott has been Chief Financial Officer of Rio Tinto plc and Rio Tinto Limited since 2002. In this capacity he looks after all strategic development and financial affairs.
Previously Guy was Head of Business Evaluation at Rio Tinto. This principally involved the appraisal of capital projects and M&A activity. Guy was President of Rio Tinto Brazil from 1996 to 1999. Prior to joining Rio Tinto he was at Kleinwort Benson.
Guy was a Non Executive Director of Cadbury plc from 2007 until its takeover in 2010. He served first as Chairman of the Audit Committee and then as Senior Independent Director. He has been a member of the Trilateral Commission since 2008. He is on the International Advisory Board of the Fundação Dom Cabral since 2009. Since 2010, Guy is a Non Executive Director of Royal Dutch Shell plc, where he chairs the Audit Committee.
Guy has an MA in Modern History from Oxford University and an MBA from INSEAD,France. Aged 56, he is married and lives in London.
Robin Goodchild - International Director, LaSalle Investment Management
Dr Goodchild, based in London, is a senior director in LaSalle’s Global Research & Strategy team that is spread over three continents, and responsible for devising how the firm can structure its various client portfolios and funds to exceed their objectives whilst maintaining the appropriate risk profile. He is a member of both the firm’s Europe Investment Committee whose approval is required for all transactions in the region and the Global Risk Committee that reviews the portfolio structure of all the firm’s funds around the world.
Dr Goodchild is a chartered surveyor with 40 years real estate experience in the UK, continental Europe and Asia Pacific who has been responsible for managing property investment portfolios since 1985. He specializes in identifying the direction of real estate markets and the investment opportunities they offer. In particular, he has been closely involved both in all LaSalle’s investments in the UK residential sector and with developing practical ways in which the risk profile of property portfolios can be managed.
He joined LaSalle in 1997 as Research Director and is well known in European property circles as a speaker and market commentator. He was appointed an Honorary Fellow of the UK Society of Property Researchers in 2004 and received an Achievement Award from the European Real Estate Society in 2007.
Prior to joining LaSalle, Dr Goodchild was a partner of Gerald Eve, chartered surveyors, in London for 12 years.
Dr Goodchild was awarded a PhD by the University of Cambridge in 1979 and an MA by the same university in 1975. He qualified as a chartered surveyor in 1973. He is currently Honorary President of the Society of Property Researchers, an editorial board member for the Journal of Property Investment & Finance, a visiting Professor at the University of Aberdeen Business School and Chair of the Investment Property Forum’s residential special interest group.
Jerome Davant - Senior Partner Ponderis ; Co-Founder of Club Emergences
A Doctor of Law, specialized in International Economic Law, and a business school graduate, Jérôme Davant was one of the designers of ‘Ponderis - Emerging Trends’, the emerging markets consultancy. He is also the co-founder of Club Emergences, a Paris-based 'action tank' focusing on leaders from emerging countries.
Jérôme Davant is a renowned expert in the protection of foreign investments in emerging markets. He wrote his PhD. thesis on the topic of Legal protection of foreign investments in China. He gives a course in international economic law at the University of Montpellier. He has lived and worked for several years in Eurasia, Russia, Central Asia and South-East Asia and established numerous networks in these countries.
William Underhill - Senior Partner, Slaughter and May
William Underhill is a partner in Slaughter and May. He specialises in company law and corporate finance, including securities issues and mergers and acquisitions, acting for a number of major corporate clients on a wide range of transactions and advisory matters. He has been an editor of Weinberg & Blank on Takeovers since March 1995. He is Chairman of the City of London Law Society Company Law Committee and a member of the Financial Reporting Lab Steering Group.
Simon Wong - Visiting Fellow, LSE & Professor of Law, Northwestern
Simon C.Y. Wong is a partner at London-based investment firm Governance for Owners, Adjunct Professor of Law at Northwestern University School of Law in Chicago, and Visiting Fellow at London School of Economics and Political Science. In his capacity as an independent advisor, he has served the OECD, a strategy consulting firm and other organizations on policy and corporate-related matters.
Previously, Simon was Head of Corporate Governance in the London office of Barclays Global Investors and a management consultant at McKinsey & Company. Simon started his professional career as a securities lawyer with Linklaters & Paines and Shearman & Sterling in London, and also served as Principal Administrator/Counsel at the OECD in Paris. He can be found on Twitter at @SimonCYWong.
Neil Forbes Davidson, Baron Davidson of Glen Clova, is a Scottish lawyer and former Advocate General for Scotland
Neil Davidson was born on 13 September 1950 to John and Flora Davidson. He was educated at the University of Stirling (BA), the University of Bradford (MSc) and the University of Edinburgh (LLB, LLM), and was admitted to the Faculty of Advocates in 1979. His private practice is in commercial and administrative law.
He was admitted to the Faculty of Advocates in 1979, and appointed Standing Junior Counsel to the Registrar General in 1982, and the Department of Health and Social Security in 1988. He was called to the Bar of England and Wales at the Inner Temple in 1990, and appointed Queen's Counsel in Scotland in 1993. From 1993 to 2000, he was a Director of City Disputes Panel, a private dispute resolution service, and on 24 February 2000 was appointed Solicitor General for Scotland, which office he held until November 2001. He is a member of 11 King's Bench Walk Chambers, founded by former Lord Chancellor Lord Irvine of Lairg.
On 21 March 2006, it was announced that the Prime Minister, Tony Blair, had appointed him to the office of Advocate General for Scotland, which had been vacant since the resignation of Lynda Clark, Baroness Clark of Calton on 18 January that year to take up office as aSenator of the College of Justice. He was created a life peer, as Baron Davidson of Glen Clova, of Glen Clova in Angus, on 22 March, and sits on the Labour benches.
Davidson is the co-author of Judicial Review in Scotland (1986). He was the International Commission of Jurists' chef de mission to Egypt on sequestration of the Egyptian Bar in 1998. He was the convener of the Human Rights Committee of the Faculty of Advocates.
Stephen King is HSBC's Group Chief Economist and the Bank's global head of economics and asset allocation research. He is directly responsible for HSBC's global economic coverage and coordinates the research of HSBC economists all over the world. Since 2001, Stephen has been writing a weekly column for The Independent, one of the UK's leading newspapers. In 2007, he became a member of the European Central Bank Shadow Council, and most recently became a member of the Financial Times Economists' Forum.
Before his appointment to the directorship in 1998, he was responsible for articulating HSBC's views on Europe and its common currency. He spent the previous three years covering the Japanese economy. Mr. King began his career as an economic adviser at H.M.Treasury, during which time he counselled ministers on economic developments within the United Kingdom. He also served as private secretary to Lord Terence Burns, the UK's former chief economic adviser. More recently, Mr. King has testified on the economic effects of globalization before the House of Lords Economic Affairs Committee. Since 2001, he has written a weekly column for The Independent, and occasionally contributes to the German financial newspaper, Handelsblatt. Mr. King studied economics and philosophy at Oxford University
Arnab Das - Managing Director, Roubini Global Economics
Arnab Das is managing director of market research and strategy at Roubini Global Economics. Before joining Roubini Global Economics, Arnab was responsible for emerging markets research and strategy and global foreign exchange research and strategy at Dresdner Kleinwort, the investment banking arm of the Dresdner Bank Group, where he served as co-head of global economics and strategy. Prior to Dresdner, Arnab worked at JP Morgan as a strategist in emerging markets research focused on Latin America, and headed up the Eastern Europe, Middle East and Africa strategy efforts. He achieved or led teams to repeated No. 1 rankings in emerging markets and foreign exchange strategy as recognized by Euromoney, Credit Magazine, Global Investor, and FX Weekly. He continues to have a strong following among asset managers, hedge funds, and sovereign wealth funds, particularly in the field of emerging markets. Arnab studied at Princeton University and the London School of Economics, and is based in London and New York.
Danny Quah - Professor of Economics & Kuwait Professor, LSE
Danny Quah is Professor of Economics and Kuwait Professor at LSE. He is Senior Fellow at LSE IDEAS, and had previously served as LSE's Head of Department for Economics (2006-2009) and Council Member on Malaysia's National Economic Advisory Council (2009-2011). Quah is also Tan Chin Tuan Visiting Professor at the National University of Singapore, and lectures regularly at Peking University. He holds degrees from Princeton and Harvard, and was Assistant Professor in the Economics Department at MIT before joining LSE. In 2011 Quah gave the Inaugural LSE Big Questions Lecture, on East Beats West. His current research focuses on the shifting global economy and the rise of the east.
Ian Scott - Former Director of the World Bank & CEO, Emerging Markets Symposium
Ian Scott is the Executive Director of the Emerging Markets Symposium at Green Templeton College where he is an Associate Fellow. He was previously an Associate Fellow at Templeton College and a Senior Associate Member of St Antony's College. He has engaged with emerging markets for nearly fifty years, initially with UNDP and for 25 years at the World Bank where he worked on operations, mainly in Latin America and, as Director of Organization, on the strategic management of the Bank with Presidents Clausen, Conable, Preston and Wolfensohn. Since retiring from the Bank he has divided his time between academia, advising senior managers in the public, private and voluntary sectors and writing. He is the author or co-author of six books.
Armen Ovanessoff - Senior Research Fellow, Accenture Institute for High Performance
Armen Ovanessoff is a senior research fellow within Accenture's think tank, the Institute for High Performance, where his focus is on macro-economic, geo-political and business trends in emerging economies.
Armen's research and publications centre on the implications of globalization and the role of new poles of economic growth around the world. With his team, he develops Accenture's position on issues at the intersection of business, government and civil society. His work supports the development of international business strategies and operating models for Accenture and its clients.
Armen established the Institute's bureau in India and also manages Accenture's strategic partnership with the World Economic Forum, representing Accenture's point of view on global issues among leaders from business, policy and society. This includes topics as wide ranging as globalization, sustainability and global health.
John Studzinski CBE - Senior MD & Global Head, Blackstone Advisory
Mr. Studzinski's primary role is to oversee Blackstone's global advisory business. He is a member of the firm's Executive Committee.
Before joining Blackstone in 2006, Mr. Studzinski was a member of the Group Management Board and co-head of investment banking at HSBC based in London from 2003 to 2006. Prior to that he was at Morgan Stanley from 1980 to 2003, where he served as head of the European Investment Banking Division and Deputy Chairman of Morgan Stanley International.
His recent transaction experience includes advising the Board of AIG on its global restructuring, the Ministers of the Government of the Ukraine, the Board of Reuters on the merger with Thomson, China Development Bank on its investment in Barclays PLC, the Board of Northern Rock on its restructuring, the Board of Suez on the proposed merger with Gaz de France, the Board of Unilever on the Dual Head Structure, the BAT senior management on certain material strategic options and the Board of Petrochina on a possible acquisition of Unocal.
Mr. Studzinski graduated from Bowdoin College in 1978 with a double BA Degree Magna Cum Laude in Biology & Sociology. He received an MBA from the University of Chicago in 1980 in Finance and Marketing. He is Vice-Chair and Director of Human Rights Watch where he serves on the Executive Committee as well as Chairman of the Investment Committee. He also serves as a Trustee of Bowdoin College, the Tate Foundation, The Passage Day Centre for the Homeless and The Royal Parks Foundation. He is a member of the Council of The Royal College of Art and is Chair of the Emmaus Revives Lives campaign. In mid 2007, Mr. Studzinski stepped down as a trustee of the Tate and became Chairman of Benjamin Franklin House. In 2001, he established the Genesis Foundation which supports and nurtures emerging composers, directors, writers and actors into sustained careers in the arts.
Mr. Studzinski was made a Knight of the Order of St. Gregory for his humanitarian work for the homeless. He was also made a Knight Commander of Saint Sylvester. He received the Prince of Wales Ambassador's Award in recognition of his contribution to the homeless. He received the Beacon Prize in 2004 for services to philanthropy and in October 2007 was voted Banker of the Year by the Variety Club UK. In 2008, he was named in the Queen's New Year Honours List as a Commander of the British Empire ("CBE") for his services to the Arts and to Charity.