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Return to Gold Mountain

One could say the China Investment Forum has been over 150 years in the making, beginning with the thousands
of Chinese who made a mass exodus to California in search of riches and a better way of life during the Gold Rush
era. Gum Shan or Gold Mountain was the name given by the Chinese to western regions of North America,
particularly California, in describing their dream of freedom and prosperity. What they found instead was a long
period of inequality and injustice. Yet despite these challenges, Chinese Americans have created a lasting legacy
in the United States through tenacity, hard work and ingenuity.

This project is just one


example of what's possible
when business leaders in two
of the world's most dynamic
regions connect.
Governor Jerry Brown, April 2013,
on Zarsion Holding Groups
commitment to Oaklands Brooklyn
Basin development project

And now the tide has turned. Toward the end of last century, Western countries began to step up investments in
the economies of emerging markets, i.e. those countries once perceived to be third world or the developing
world. The US finds itself on the precipice of yet another great and unanticipated change in global capital flows,
funds moving from the developing to the developed world. Increasing amounts of Foreign Direct Investment are
beginning to flow from nations such as China and India. China has ramped up its outward FDI in recent years, and
in 2010 made the top 10 list of global investors. Some predict $1- to $2-trillion of new investment capital will
flow out of China by 2020. The river of investment that once ran almost exclusively from West to East is now
beginning to flow in the other direction, in a return to Gold Mountain.

Event Description and Purpose


With the rich academic history of University of California at Berkeley serving as event backdrop (the institution
was formed during the Gold Rush), the China Investment Forum is planned as a dynamic business conference
with keynote addresses, panel discussion, networking, and a deal-making component. A multi-session
program focused on recent Bay Area Chinese investment, the CIF will highlight Zarsion Holding Groups
significant commitment to Oaklands Brooklyn Basin waterfront development, Bay Area investment
opportunities, and legal aspects of Chinese investment. Real estate developers, investors, private equity
partners, and institutional property owners will be amongst our target audience for this prestigious event.
Prospective strategic partners include Bay Area Council, Asia Society, ChinaSF, and HYSTA.

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
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

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)

Key Target Participants


Wang Bin, General Manager, Matsunichi Digital USA, and Goldin Financial Holdings Limited *
As part of the Goldin Group, Matsunichi is a premier global multi-billion dollar company and a leading Asia-based manufacturer of
digital consumer electronics and IT products.
Dr. Robert Edelstein, Chair, Haas School of Business Fisher Center for Real Estate and Urban Economics *
Holds the Maurice Mann Chair in Real Estate and is the co-director of the Fisher Center for Real Estate and Urban Development at
the Haas School of Business.
Theodore Liu, Director, Department of Business, Economic Development and Tourism, State of Hawaii *
Ted joined Morgan Stanley & Co. as a Managing Director of Investment Banking for Non-Japan Asia, based in Hong Kong. Ted was
co-founder of PacifiCap Group private equity firm in Hawaii before his appointment at State of Hawaii.
John Loh, President, Loh Realty & Investment *
Mr. Loh has over 25 years experience working with commercial and multi-family developers in site selection, land acquisition and
entitlement processes.
Bruce Quan, Jr., Senior Partner, Mohar Quan & Fanning Law Group *
A specialist in corporate, transactional and immigration law, Mr. Quan was appointed Assistant Professor of Law at Peking
University, one of the most prestigious law schools in China.
Hon. Jean Quan, Former Mayor, City of Oakland *
A woman of many firsts, Mayor Quan was the first Asian American woman elected to the Oakland School Board and to the Oakland
City Council, and is the first Chinese American woman mayor of a major U.S. city. Mayor Quan was instrumental in bringing billions
of Chinese investment to Oakland during her term in office.
Kish Rajan, Director, Governors Office of Business and Economic Development *
Mr. Rajan is fulfilling a directive from Governor Brown to enhance Californias job creation, streamline business regulations, promote
statewide economic development, and foster greater international trade opportunities.
Sean Randolph, President, Bay Area Council Economic Institute
Dr. Randolph served as director of international trade for the State of California, where he developed trade strategy and directed
international business programs that introduced California companies to overseas markets.
Arthur Wang & Shan Wei Xun, Beijing Zarsion Holding Group
Leaders of this Beijing-based real estate and investment firm have broken ground to build 3,100 homes, 200,000 square feet of
shops, 30 acres of park space, and a marina with 200 boat slips in Oakland.
Dr. Pengpeng Zhan (Ponpon), HIWAYS Law Offices *
A researcher and practitioner in VC/PE law, Dr. Zhan was elected as a commissioner to the Investment Funds Research Commission
of Shanghai Bar Association.

* Confirmed pending finalized availability on scheduled event date

The California-China Office


of Trade and Investment ushers in an
exciting new era of cooperation and
partnership between two of the worlds
largest economiessome estimates
suggest Chinas foreign direct investment
may reach $2 trillion by 2020 and
this trade office says clearly that
California is ready to do business, and
that we want a big piece of that pie.
Jim Wunderman, Bay Area Council,
as quoted by CA.gov,
April, 2013

Draft Program

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

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

Event Committee Structure


ADVISORY COMMITTEE

EVENT STEERING COMMITTEE

LOGISTICS
Debbie Hauser

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 to
a report published by Asia Society,
October 2012

PROGRAMMING

MARKETING

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

Further develop sponsorship program


Contact potential sponsors
Recruit attendance through calls and
correspondence
Coordinate participation of potential
partners
Media placement
Press releases

LOGISTICS

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

Potential Sponsors
Aberden Asset Mgt.
Apollo Global RE
Archstone BV
Argosy Real Estate
Artemis RE Partners
Arthur Andersen
AVP Advisors, LLC
Baker & McKenzie
Bank of America
Bank of the West
Bedford Investments
Bentall Kennedy
Berkadia
Berkeley Point Capital LLC
Bixby Land Company
BlackRock Investments
Blackstone
Bohannan Development
Braddock & Logan
BRE Properties, Inc.
BRIDGE Housing
Buchalter Nemer
Buchanan Street Partners
Bulldog Partners, LLC
CA Emerging Tech Fund
Canyon Capital
Capmark
Carmel Partners
Catalyst Storage Partners
CBRE
Chamberlin Associates
Chambers St Properties
Coast Range Investments
Coit Financial Group
Coleman Homes
Combined Properties, Inc.
Cornish & Carey Comml
Cottonwood Partners

Cox, Castle & Nicholson


Cushman & Wakefield
D.R. Stephens & Company
DeloitteTouche
Digital Realty Trust
DivcoWest
Dune Real Estate Partners
East West Bank
Eastdil Secured
Ellis Partners LLC
Embarcadero Capital
Ernst & Young
Farallon Capital
First Republic Bank
Five Point Communities
Forest City
Fortress Credit & RE
Fortune Sun Holdings Ltd.
Foundry Capital Partners
Four Corners Properties
Fremont Realty Capital
Galaxy Financial Holding
Gerson Bakar & Associates
Goldman Sachs
Goodwin Procter LLP
Greenhill & Co.
Grosvenor Americas
Grubb & Ellis
Guo Tai Asset Mgt.
Harvest Overseas Global
HFF
Hillwood Investments
Hines
Hudson Pacific Properties
Hunter Properties, Inc.
ICBC Credit Suisse
IHP Capital Partners
J.C. Flowers & Co.

Jackson Street Partners


JMP Securities
JP Morgan
JRDV Urban International
KB Homes
KBS Realty Advisors
Kilroy Realty Corporation
Kirby Sack Properties
Klingbeil Capital
KPMG, LLP
KTR Capital Partners
Langley
Lazard Asset Management
LBA Realty
Legacy Partners Comml
Lowe Enterprises, Inc.
Lusk Company
Macquarie Capital (USA)
Marcus & Millichap Co.
Martin Selig Real Estate
McCarthy Cook & Co.
McDowell Properties
McNeil Capital
McNellis Partners LLC
MeadWestvaco Corp.
Menlo Equities
Merrill Lynch
Mesa West Capital
Metropolitan RE Equity
Mill Creek Residential
Morgan Stanley
Navigant Consulting, Inc.
Nearon Enterprises
Newland Communities LLC
Northstar
Northwood Investors
Nortom Corporation
Oak Point Capital LLC

Oaktree Capital
O'Brien Homes
Orchard Commercial, Inc.
Orchard Partners, LLC
Orrick Herrington Sutcliffe
P.R. Taylor Group, Inc.
Pacific Eagle Holdings
Pacific Life Insurance Co.
Pacific Thomas Capital
Pacific Urban Residential
Panattoni Development
PCCP, LLC
Peoples Daily Online
Piedmont Realty Advisors
Premier Pacific Vineyards
Priderock Capital Partners
Prime Group
Prologis
Prometheus RE Group
Property Sciences
R.W. Selby & Co., Inc.
Rafanelli & Nahas
Raintree Partners
Rancho Mission Viejo, LLC
RBS Global Banking
Red Bear Property Mgt.
Related California
Reynolds & Brown
Rockpoint Group LLC
Rockwood Capital LLC
SARES-REGIS Group
Sedway Consulting
Seven Post Investment
Shorenstein Properties
SKS Investments
Skye, Inc.
SPI Holdings, LLC
Spieker Partners

Spirit Finance
Starwood Capital Group
Steinberg Architects
Stratford Hospitality
Summerhill Homes
Sunset Development Co.
Swift Realty Partners
SYWG BNP Paribas
Tejon Ranch Company
Terramar Retail Centers
The Grupe Company
The Lalanne Group
The MacNaughton Group
The New Home Company
The O'Donnell Group, Inc.
The Ron Kaufman Cos.
The Sobrato Organization
The Swig Company
Thomas Properties Group
TMG Partners
Torrey Pines Bank
TPG Creative Capital
TRI Pointe Homes
Tricon Capital Group, Inc.
UBS Investment Bank
UDR, Inc.
Union Bank of California
United Business Bank
Urban Land Company
US Bank
W3 Partners
Walton Street Capital LLC
Wells Fargo
Westbrook Partners
Westlake Realty Group,
Westpark Associates
Westport Capital Partners
Woodbourne Capital

The San FranciscoOakland-Fremont metropolitan area,


with the fifth-highest per capita GDP
in the nation and the second highest
in California, ranks second in Chinese
investment in California by
number of deals and
third in total deal value.
Rhodium Group,
Chinese FDI in California,
November 2012

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 Series
principals, 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

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

Summary Revenue and Expense Sources


REVENUE
Gold Mountain Title Sponsor

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

@ $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

EXPENSES
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

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 China
Investment 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