Chief Strategy Officer Summit

Gain greater insight with strategic planning

March 25 & 26, 2014Intercontinental Grand Stanford

Hong Kong

Speakers Include:

Confirmed Speakers:• Simeon Preston, Group Chief Strategy & Operations Officer, AIA• Matthew Smith, Global Head of Transformational Strategy, Cisco Systems• Tiziana Figliolia, Director, Strategic Planning Program, Emerging Markets, Autodesk• Kam Soon Siew, Head of Strategic Planning, Harley-Davidson• Leo Burnett, Chief Strategy Officer, Leo Burnett• Michael, Huddart, EVP & CEO, Manulife• Ayhan Siriner, Head of Strategy & Marketing, APAC, Osram• Jerry Lou, Chief Strategy Officer, Morgan Stanley

• Carina Ho, Senior VP, Global Strategy & Development, Schneider Electric• Andy Liu, VP, Strategy & Business Development, Asia Pacific, IMS Health• Craig Dungey, Head of Strategy, Asia Pacific, Aon Benfield• Patrick Lau, Managing Director, Head of M&A, China Construction Bank Intl• Martin Thaysen, Vice President, CEVA Logistics• Robin Speculand, Chief Executive Officer, Bridges Business Consultancy

Past Delegates Include

• Head of Strategic Planning, DBS Bank

• Associate Dir. Strategic Planning, Bayer

• Chief Strategy Officer, Li & Fung Sourcing

• VP, Strategy & BD, Ageas Insurance

• General Manager, China Strategy Office, Intel

• Dir. Corporate Strategy, Schneider Electric

Who Will You Meet?There is no question that IE. provides the gold standard events in the industry and will connect you with decision makers within the analytics industry. You will be meeting senior level executives from major corporations and innovative small to medium size companies.

Job Title Of Attendees

President/Principal

SVP/VP

C-Level

Snr. Director/Director

Global Head/ Head

Snr. Manager/Manager

Academic (1%)

82%

1000+ Employees300-999 Employees50-299 EmployeesLess than 49 Employees

Company Size Of Attendees

8%

11%

25%56% 81%Attendees are

companies with at least 300

employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

F TI L

Effective strategic planning is central to business success. In the modern business environment technological developments and the advances of globalization have created unparalleled opportunities for businesses to expand their markets. But new opportunity has opened the door to new challenges. This summit will focus on the solutions offered by innovative strategic planning. It will comprise of learning objectives, illustrated intermittently with a number of exploratory case studies, to include:• Methods designed to deliver the most effective impact on

your business through effective strategic planning.• Tactics to optimize the role of Strategic Management in your organization.• Learning how to transform the way you set strategy, align resources & effectively execute to deliver superior business outcomes with speed and scale.• The essential balance between strategy formulation and ensuring flawless execution.and much more..........

About the Summit

Confirmed Speakers

Sim Preston is AIA’s Group Chief Strategy and Operations Officer. He is a member of the Group Executive Committee with responsibility for AIA’s business strategy, technology and operations. He joined the Group in September 2010 and is based in Hong Kong. Prior to joining AIA Sim served as a senior partner in the financial services practice of global management consultants Bain & Company, where he specialised in the Asia life insurance sector and also worked extensively in retail banking and asset management from his base in Singapore. He previously spent almost nine years with strategy consulting firm Marakon Associates in Europe, the US and Asia, and was named a partner in 2006. Sim holds an MBA with distinction from INSEAD in France and Masters of Science degrees from the University of Newcastle upon Tyne and Leicester University in the UK.

The Whole is Greater Than the Sum of Its Parts

Bloomberg LLP is known for its unmatched financial data, data analysis and news reporting. Over the last several years, we have diversified and expanded into a range of analytical businesses and media properties, adding world-class expertise in legal, government, energy and other industry analytics and media coverage. Each of these independent businesses has benefited from this increased expertise well beyond the economies of scale and synergies created. The charge for our strategy team is to create the mechanisms and opportunities for each of these independent areas to work together and further increase these benefits to produce a stronger Bloomberg, as well as lead the development and implementation of new products that take advantage of the expertise and output of these businesses and introduce Bloomberg to new audiences.

Siomeon PrestonGroup Chief Strategy & Operations OfficerAIA

As Global Head of Strategy and Planning for Emerging Countries and Chief of Staff for Cisco’s Globalisation Office, Matthew Smith is part of the executive leadership team at Cisco Globalisation Centre East, Cisco’s second globalisation headquarters. Smith is responsible for creating and driving execution of the company’s Globalisation Strategies, specifically as they relate to new business models and country platforms in Emerging Countries. Prior to joining Cisco in 2000, Smith held a variety of roles including that of an Officer in the Royal Navy, an Inspector in the Royal Hong Kong Police to a manager in a Big Four Accounting firm. Smith holds a

Bachelor’s degree in Accountancy and Business Systems and an MBA from Edinburgh University

Business Models for Emerging Countries - Will one size fit all?

The catalyzing effects of urbanization and a growing middle class are forcing an historic shift in where the markets of the future will develop. Capturing this market requires a new way of thinking for companies that grow quickly in a different market reality. Speed, agility and perseverance are some of the key elements required to succeed in these markets, and this presentation will look at how companies can be relevant in these economies.

Matthew SmithGlobal Head of Strategy, Emerging CountriesInfiniti Motor

Confirmed Speakers

Tiziana is an experienced global executive in the Finance, M&A and Business Strategy fields; she has worked for a variety of companies and industries ranging from small start-ups to large high tech companies in Europe, USA and Asia.A twelve year veteran with top software company Autodesk, prior to moving to Shanghai in 2008, Tiziana was based in San Francisco as the Finance Director for the Manufacturing R&D functions supporting more than 1000 employees across 25 locations worldwide. Currently Tiziana holds a dual role at Autodesk managing the Asia Pacific Sales Finance function and leading the Emerging Market Strategic Planning effort for the Sales organization.Tiziana has an MBA from USC Marshall Business School in Los Angeles and Jiao Tong University in Shanghai, and a degree in Economics with emphasis in Accounting and Business Law from Universita’ Cattolica in Milan, Italy.

Agile Strategic Planning

The subtext of this presentation is avoiding the temptation of the "tail wagging the dog" - or the sexy region having too much sway over the boring core of the business. I define successful strategy development as a conversation - and the strategist is measured on the quality of outcomes from standing in the flow of knowledge-sharing and ones ability to direct the flow of conversation to achieve stated corporate objectives. The examples I use relate to my own role in my organisation; about the conversation that head office directs towards a regional strategy manager, and their ability to shape that conversation. I then talk through the success factors of successful strategy development and execution, some quite normal, but some also quite political.

Tiziana FiglioliaDirector, Emerging Markets Strategic Planning ProgramAutodesk

Carina Ho joined Schneider Electric in 2005. She held different functions within the Finance Department and was part of the corporate mergers and acquisitions team, playing a key role in the execution and deployment of the Group’s external growth strategy.In 2008, she was named Head of Investor Relations in charge of the Group’s financial communication, relations with shareholders and market. She was elected for consecutive years the no.1 Best Investor Relations of the Capital Goods sector by Thomas Reuters Extel Survey and the Institutional Investors magazine. She also led the Group’s broader institutional communication and public relations effort.

Nurturing home-grown innovation for future growth

It is becoming increasingly important for companies to be able to identify and drive internal innovation as it is critical for future growth. However, emerging opportunities/businesses cannot be managed on a "business as usual" basis, they require a flexible environment and an entrepreneurial spirit in order to succeed inside large corporations. This presentation will provide a glimpse of how Schneider Electric, a €24bn global specialist in energy management, interacts with internal and external start-ups and the process it developed to nurture "home-grown" innovation.

Carina HoSenior Vice President, Global StrategySchneider Electric

After his Master degree at the Rotterdam School of Management/Erasmus University for the Major “Strategy Management and International Business”, Mr. Ayhan Siriner started his career at Philips Lighting head quarters in Eindhoven, the Netherlands, he took several marketing positions at Philips. After a period of leading the marketing department of the Profesional Lighting department of Philips Turkey, Mr. Ayhan Siriner pursuit his career with

OSRAM, initially at the Munich Headquarters. Afterwards he followed his dreams to Hong Kong, where he now works as marketing director responsible for Strategy and Marketing for the Business Unit Luminaires of OSRAM, covering the whole region of Asia Pacific. His focus is strategic marketing, end user innovation for new product development and go-to-market strategies.

OSRAM in the New Lighting Era - From Intended Strategy to Strategy Implementation

Ayhan SirinerHead of Strategy & MarketingBU Luminaries APACOsram

Speaker Information

Mr. Andy A. Liu is currently the Vice President of Strategy and Business Development for IMS Health Asia Pacific. He is responsible for leading all investments, acquisitions, joint ventures, deal transactions and partnerships in the region. Mr. Liu leads IMS Health’s investment strategy in over 16 countries in Asia Pacific including China, Japan, India, Australia, Korea as well as Asia South and Asia North countries. Previously Mr. Liu led IMS Health’s commercial operations as President for Asia excluding Japan.Mr. Liu has extensive pharmaceutical and biotech industry experience working across various multi-national companies. Previous to IMS, he served as Vice President of Strategy and Operations for a TPG Private Equity Biotech Portfolio Company.

Global and Asia Pacific View: Strategy and Healthcare

How big is the global pharmaceutical market? What is the largest therapeutic class in China? How will generics impact the marketplace? What are the key healthcare trends that you need to know about?

Find out the answers to these questions and much more. Healthcare, Pharmaceuticals and Biotech continues to be one of the fastest growing sectors globally as well as in Asia Pacific. The presentation will provide both a Global view as well as a deep dive into Asia Pacific to explore the strategies and trends in the fast growing dynamic sector.

Andy LiuVice President, Strategy & Business Development, AsiaIMS Health

Kam Soon Siew is the Head of Strategic Planning with Harley-Davidson Asia Pacific. He was the pioneer strategist in the region and has been a regular best practice contributor in strategy for the 110th year old company. In his previous lives, Kam Soon was the No.2 Strategist at Infocomm Development Authority (IDA) of Singapore and played a key role in the Information and Communication Technology industry development strategy. Kam Soon also spent a decade with multiple consultancies, where he has had the attention of decision makers across a myriad of industries such as public sector, telecommunications, information technology, aviation and finance by listening genuinely to address their pains.

Moderating the Interactive Panel Discussion - The “F” Word in Strategy

Key Questions:

• How to best cast the vision of the future?

• Future vs present - Bring the future to the present?

• Data-driven vs crystallized intelligence ?

• Role in driving forward looking paradigm?

• Managing the pace of dynamism and changing landscape?

Kam Soon SiewHead of Strategic PlanningHarley-Davidson

Michael Huddart is Manulife’s Executive Vice President and General Manager for Greater China. He heads up Manulife’s joint-venture businesses in China as Chairman of Manulife-Sinochem Life Insurance Co., Ltd. and Vice Chairman of Manulife TEDA Fund Management Company Limited. He also takes charge of Manulife’s asset management business in Taiwan.He has been Chief Executive Officer of Manulife (International) Limited and Chief Executive Officer of

Manulife Asset Management (Hong Kong) Limited in Hong Kong since 2003.

Mr Huddart has more than 30 years of practical experience in the life insurance and pension consulting fields in Asia Pacific. He is very active in the Hong Kong insurance industry as a member of the Insurance Advisory Committee, chaired by the Secretary for Financial Services and the Treasury. He is also the Chairman of the Insurance Claims Complaints Bureau and an active participant in a number of Hong Kong Federation of Insurers’ Task Forces.

Michael HuddartExecutive Vice President & General Manager, Greater ChinaManulife Financial

17.00

F TI L

7 Schedule

Networking Drinks 17.00 - 19.00

March 26

Session One 09.00 - 10.30

Coffee Break 10.30 - 11.00

Session Two 11.00 - 12.30

Lunch 12.30 - 14.00

Session Three 14.00 - 15.30

Coffee Break 15.30 - 16.00

Session Four 16.00 - 17.00

Day Two

March 25Day One 08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

19.00

08.30

10.00

10.30

12.00

13.30

15.00

15.30

Session Five 09.00 - 10.30

Coffee Break 10.30 - 11.00

Session Six 11.00 - 12.30

Lunch 12.30 - 14.00

Session Seven 14.00 - 15.30

Coffee Break 15.30 - 16.00

Session Eight 16.00 - 17.00

The Information

Registration Pricing

Chief Strategy Officer SummitDate: March 25 & 26, 2014 Location: Intercontinental Grand Stanford, Hong Kong

Venue: http://theinnovationenterprise.com/summits/cso-hongkong-2014/venue

For larger groups or special requests contact Ryan by calling +852 81990121 or email ryuan@theiegroup.com* Team discounts are applicable at the point of registration only.

Ways to Register+852 8199 0121 +1 323 446 7673

http://theinnovationenterprise.com/summits/cso-hongkong-2014/registration

Silver Pass

US$ 795Access to all sessions &

networking event30 days access to IE. Membership

US$595Early Bird Price

(before January 31)

Gold Pass

US$ 1095Access to all sessions, networking events & annual subscription to IE.

membership

US$ 895Early Bird Price

(before January 31)

F TI L

Group Discount Offers (After January 31, 2014)3 Silver Passes: US$ 1950 (US$ 650 per attendee)5 Silver Passes: US$ 3000 (US$ 600 per attendee)3 Gold Passes: US$ 2800 (US$ 950 per attendee)5 Gold Passes: US$ 4500 (US$ 900 per attendee)3 Diamond Passes: US$ 3450 (US$ 1150 per attendee)5 Diamond Passes: US$ 5500 (US$ 1100 per attendee)

1 Day Pass

US$ 495Access to all sessions &

networking event on your chosen day30 days access to IE. Membership

US$ 395

Early Bird Price(before January 31)

Diamond Pass

US$ 1295Access to all sessions, networking events, annual subscription to IE.

membership & Strategic Analysis Report

US$ 1095Early Bird Price

(before January 31)

On-Demand

US$ 600Full access to a live recording across

both days for the summit.

US$ 600

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TITLE OF EACH ATTENDEE DEPARTMENT

COMPANY INDUSTRY

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EMAIL OF EACH ATTENDEE BUSINESS PHONE NUMBER

1. Delegate Information...

2. Pass Types...Early Bird Pass Options UNTIL January 31, 2014

Early Bird Silver: US$ 595 Attendees ____ Early Bird Gold: US$ 895 Attendees ____ Early Bird Diamond: US$ 1095 Attendees ____ 1 Day Pass: US$ 395 Attendees ____

Regular Pass Options AFTER January 31, 2014 Silver Pass: US$ 795 Attendees ____ Gold Pass: US$ 1095 Attendees ____ Diamond: US$ 1295 Attendees ____ 1 Day Pass: US$ 495 Attendees ____

Pass Descriptions:Silver Pass: Access to all sessions & networking eventsGold Pass: Access to all sessions, networking events & annual subscription to IE. membershipDiamond Pass: Gold pass benefit & strategic analysis reportIE. Membership: 12 month access to over 450hrs of industry on-demand presentations. View IE. Membership details

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Prices are exclusive of VAT. Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before February 21, 2014 incur an administrative charge of 50%. If you cancel your registration after February 21, 2014 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormChief Strategy Officer SummitMarch 25 & 26, 2014 | Hong KongFor registration or more information on the program, please call Ryan on +852 8199 0121, or fax this registration form to +1 (323) 446 7673

3. Payment Options...

For larger groups or special requests contact Ryan Yuan by calling +852 8199 0121 or email ryuan@theiegroup.com.Group passes only available when all participants register together.

Group Discount Pass Options 3 Silver Passes US$ 1950 ($ 650 per attendee) 5 Silver Passes US$ 3000 ($ 600 per attendee) 3 Gold Passes US$ 2850 ($ 950 per attendee) 5 Gold Passes US$ 4500 ($ 900 per attendee) 3 Diamond Passes US$ 3450 ($ 1150 per attendee) 5 Diamond Passes US$ 5500 ($ 1100 per attendee)

Sponsors

For sponsorship information contact Lin at Lduan@theiegroup.com

Recruitment Sponsor

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F TI L

Associate Sponsor

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February Big Data & Analytics Innovation Summit February 27 & 28Singapore

September Big Data & Analytics Innovation Summit September 17 & 18Sydney

Chief Strategy Of!cer SummitSeptember 17 & 18Sydney

March Chief Strategy Of!cer SummitMarch 25 & 26Hong Kong

Financial Forecasting & Planning Innovation Summit March 25 & 26Hong Kong

Big Data Innovation Summit March 27 & 28Hong Kong

Predictive Analytics Innovation SummitMarch 27 & 28Hong Kong

Partnership Opportunities: Lin Duan | lduan@theiegroup.com | +852 8124 1228Attendee Invitation: Ryan Yuan | ryuan@theiegroup.com | +852 8199 0121

October Sales & Operations Planning InnovationSummitOctober 23 & 24Shanghai

Real Estate Investment SummitOctober 23 & 24Shanghai

Chief Strategy Of!cer SummitOctober 23 & 24Shanghai

Financial Forecasting &Planning Innovation SummitOctober 23 & 24Shanghai

Big Data Innovation SummitOctober 30 & 31Bangalore

Financial Forecasting & Planning SummitOctober 30 & 31Mumbai

November Big Data & Analytics Innovation Summit November 27 & 28Beijing

Web Innovation SummitNovember 27 & 28

June Sales & Operations PlanningInnovation SummitJune 25 & 26Singapore

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