This year’s program featured five keynote speakers, including thought leaders from the Australian and Chinese governments and businesses.

The program also featured four expert panels. Each panel member shared views and experiences with the audience with a brief speech, and then participated in a Q&A session.

In addition, the program’s tea breaks and luncheon offered an excellent opportunity for participants to network and discuss the future direction of collaboration between Australia and China in the financial services industry.





8 – 9am


9.00 – 9.05am

Dean of the University of Sydney Business School and Forum MC, Professor Greg Whitwell, asks attendees to take their seats and introduces Ms Clover Moore, Lord Mayor of Sydney to officially open the Forum.

9.05 – 9.10am

Welcome and Opening of Forum: Ms Clover Moore,
Lord Mayor of Sydney

9.10 – 9.20am

Welcome and Introduction to Mr Gary Offner: Dr Michael Spence, Vice Chancellor, The University of Sydney

9.20 – 9.25am

Welcome Speech: Mr Gary Offner, Acting Executive Director, NSW Government Trade & Investment

9.25 – 9.35am

Speech: Mr John Robertson MP,
NSW Leader of the Opposition

9.35 - 9.45am

Speech: Mr John Tsang, Financial Secretary,
Government of the Hong Kong Special Administrative Region

9.45 – 10am

Keynote Address 1: Mr Wu Jun,
Deputy Director-General, Shanghai Financial Services Office,
Shanghai Municipal Government
*NB: Mr Wu will speak Mandarin, translation provided*

10 – 10.50am

Panel One – Policy Environment & Impacts of Regulations

·         China’s policy and regulatory environment & market access for Australian companies

·         Increased regulation has led to reduced debt finance from banks, and more innovative funding. Does this open up huge opportunities for Chinese capital to fill the gap?


·         How do we rebuild trust between the real trading (transaction) and regulations?

Panellists (in alphabetical order by last name):

-       Mr Yu CAO, President, Rain Capital Group;
*NB: Mr CAO will speak Mandarin, translation provided*

-       Mr Spiro Pappas, Executive General Manager, Global Institutional Banking, National Australia Bank;

-       Ms Sangeeta Venkatesan, Chief Operating Officer, Global Foreign Exchange, Global Markets at Commonwealth Bank of Australia.

10.50 – 11.25am

Morning Tea break

11.25– 11.40am

Keynote Address 2: The Hon. Andrew Constance MP,
NSW Treasurer

11.40am – 12.30pm



Panel Two – Internationalisation of the Yuan & Shanghai Free Trade Zone

·         Will the Yuan become fully convertible and, if so, over what time frame?

·         How does the financial infrastructure support the internationalisation of the Yuan?

·         What innovations can be expected from the Shanghai Free Trade Zone and what opportunities does this offer Australian companies looking for a point to access the domestic services and goods market in China?

·         How is the Shanghai Free Trade Zone supporting the globalisation of the Yuan, and what are future prospects?

·         What is the role of Shanghai as a finance centre and how will it develop in the coming decade, as China proceeds towards middle income status?

Panellists (in alphabetical order by last name):

-       Mr Chi-Wah Chung, Assistant General Manager, Bank of China Limited, Sydney Branch;

-       Mr Andrew Whitford, Head of Greater China, Westpac Banking Corporation;

-       Mr David Olsson, Chair, Renminbi Internationalisation Working Group; China Practice Consultant at King & Wood Mallesons.

12.30 – 1.30pm


1.30 – 1.45pm

Keynote Address 3: Mr Patrick Lynam, Chief Risk Officer & Deputy General Manager, Bank of Communications Co Ltd., Sydney Branch

1.45 – 2.35pm

Panel Three – Chinese Outbound Investment

·         An update on current Chinese overseas investment versus outbound investment to Australia. What are investors looking for? What is the role of state owned enterprises and of the private sector in outward investment?


·         How influential is the government in driving these deals?


·         What are the key drivers of Chinese ODI and where are the main barriers to entry in Australia? How will a Free Trade Agreement be likely to address these?


·         What are the main risks of engaging with Chinese Overseas Direct Investment, and what sort of model is the best to optimise Chinese capital and foreign assets and knowledge, particularly in Australia?


·         What is Hong Kong’s role in trilateral investment flows, particularly between Australia and China?

Panellists (in alphabetical order by last name):

-       Mr Doug Ferguson, Head of Asia Business Group & China Business Practice, KPMG;

-       Prof Hans Hendrischke, Professor of Chinese Business and Management, University of Sydney Business School;

-       Mr Andrew Low, CEO, Redbridge Grant Samuel;

-       Ms Bonnie Shek, Director Australia & New Zealand, Hong Kong Trade Development Council.

2.35 – 3.10pm

Afternoon tea break

3.10 – 3.25pm

Keynote Address 4: Mr David Landers, General Manager, International Operations, East Asian Growth Markets, Austrade

3.25 – 4.15pm

Panel Four - Trade Opportunities and Free Trade: The Continuing Task of Standardising the International Economic System

·         How do standard international trade agreements help enterprises inside and outside China conduct business more efficiently, and how might these be important to Australian service and finance companies?

·         Where are the key gaps at the moment in the global trade system. Which of these need new agreements to improve the business relationship?

·         In which sectors is the need for new agreements the greatest in Australia in order to develop a more diverse trading relationship with China in the coming decade?


·         What are the business opportunities arising from China’s wealth management and its ageing population, and how does this relate to the finance system and its products in Australia?


·         What is the future role of the World Trade Organisation in view of Free Trade Agreements now being signed globally?


·         What sort of agreement should Australia have with China that will improve current trade relations?

Panellists (in alphabetical order by last name):

-       Mr Peter Mace, General Manager, Australian Institute of Export;

-       Dr Mark Melatos, Senior Lecturer, School of Economics,
Associate Dean Postgraduate Coursework, Faculty of Arts and Social Sciences;

-       Ms Andrea Slattery, Managing Director/CEO, SMSF Professionals’ Association of Australia Limited.

4.15 – 4.30pm

Keynote Address 5: Mr Andrew Whitford, Head of Greater China, Westpac Banking Corporation

4.30 – 4.55pm

Launch of China Studies Centre & Finsia joint report on ‘The Development of Financial Services in China: The Role for Australia’

-       Professor Kerry Brown, Executive Director, China Studies Centre, The University of Sydney

-       Mr Russell Thomas, CEO and Managing Director, Finsia

4.55 – 5pm

Closing Remarks – MC Professor Gregory Whitwell