第六届中国特殊资产管理与破产重整高峰论坛
The 6th China NPL Investment andRestructuring Summit Forum

大会背景
BACKGROUND

当前世界经济、政治环境发生深刻变化,根据 IMF对中国经济2020年增速预测将持续回落,仍处于底部运行阶段。今年是三大目标“收官”之年,稳住增长至为关键,预计逆周期政策将在经济环境不确定中保持“确定性增长”。监管对商业银行不良资产的处置仍将保持较大的支持力度,2020年关注类贷款集中转变,将会导致商业银行不良贷款迅速攀升见顶。不良资产的供给端扩容至非银行金融机构不良资产、困境企业纾困与违约债处置等领域,这将给特殊资产行业带来更多的机会与挑战。
Since the global economy and political environment are currently undergoing deep changes, IMF forecasts thatChinese economy growth in 2020 will keep falling back, and will be still at the bottom of the operating stage. In thisyear, three goals will be "finished", so keeping stably growth is very important, and it is expected that countercyclicalpolicies will maintain "deterministic growth" in the uncertainty of economic environment. With the strong supportingstrength still kept by supervision to dealing of NPL of commercial banks, in 2020 the special-mentioned loan willchange in focus way, which results in that NPL of commercial banks will rapidly grow up to the top. The supply side ofNPL expands to the fields such as non-bank financial institutions NPL of non-bank financial organizations, the bailoutof crisis companies, the dealing of breaking debts, etc. which will bring more opportunities and challenges to thespecial asset industry.

由通达金融发起的一年一度行业盛会“第六届中国特殊资产管理与破产重整高峰论坛”将于2020年4月23日-24日在上海召开,为期2天的论坛将围绕着“危困企业纾困 · 化解区域风险 · 特殊机会投资”三大主题开展前沿法律学术与产业资产的观点碰撞。峰会以深耕“大不良”经营,提升资产与企业的价值,出清低效无效资产,优化投资处置的效率等当前重要的课题,诚邀政府监管领导、境内外知名机构、行业领袖齐聚上海,共同探讨困境企业纾困与化解金融风险,共同推进中国特殊机会投资行业的有序健康发展。
The 6th China NPL Investment and Restructuring Forum, an annual grand industry event sponsored by Total Finance,will be held from April 23 to 24, 2020 in Shanghai, and the cutting-edge legal academy and industry assets with regardto three main subjects including "bailout of crisis companies, release regional risks, investment for special opportunitywill impact on the 2-day forum. The summit takes deeply analyzing “Big NPL” operation, enhancing the value of assetsand enterprises, clearing out inefficient and ineffective assets, etc. as current important topics, and sincerely invitesgovernment supervision leaders, home and abroad well-known institutions, and industry leaders to gather inShanghai, in order to jointly research and discuss the bailout of crisis companies and removal of financial risks, andjointly promote the orderly and healthy development of Chinese special opportunity investment industry.

会议议程
AGENDA

第一天/Day1   2020-4-23
第二天/Day2   2020-4-24
上午 AM
09:00-11:30
主题演讲/Keynote speech
中国不良资产20年历史沿革与2020年展望
20-year-history development and 2020 outlookon ChineseNPL

杨凯生,中国工商银行原行长(拟)
Yang Kaisheng, Former Header of ICBC (proposed)
破产法与困境企业拯救
Bankruptcy law and bailout of crisis companies

李曙光,中国政法大学研究生院院长,中国政法大学破产法与企业重组研究中心主任(拟)
Liu LIngshu, Header of CUPL Graduate School,Director of Research Center of Bankruptcy Law andEnterprise Reshuffle (proposed)
2020年中国宏观经济展望:出清之痛
2020 outlook of Chinese macro economy: pain of clearing

首席经济学家
Chief Economist
中国违约市场新格局,投行化处置模式
Chinese breach market new pattern,investment bankdisposal mode

浙商资产
ZheshangAssets
国际视角看中国特殊机会投资
Chinese special opportunity investment in international view

柳凌殊,IFC国际金融公司高级投资官员(拟)
Liu LIngshu, Advanced Investment Official of IFCInternational Financial Company (proposed)
11:30-12:30
高峰对话/Top speech
圆桌对话:地方持牌AMC——化解区域金融与非金融机构风险,做实体经济稳定剂
Panel Discussion: Local licensed AMC-Removing risks of regional financial and non-financial institutions and acting as stabilizer of real economy

江苏资产、光大金瓯、天津津融、广州资产、四川资产
Jiangsu Asset, Guangda Jinou, Tianjin Jinrong,Guangzhou Asset, Sichuan Asset
下午 PM
14:00-16:30
主题演讲/Keynote speech
2020年特殊机会投资基金,新视角新征程新策略
2020 Special opportunity investment fund, newperspective, new journey, new strategy
2020年房地产业是否迎来大并购时代?
Will the real estate industry enter into the era of bigmergers and acquisitions in 2020?
违约债市场展望,投资逻辑与风险识别
Outlook of break bond market, investment logic andrisk identification
困境企业纾困与破产重整
Bailout of crisis companies and bankruptcy reorganization
产业投资视角,盘活存量与挖掘投资内生增长动力
Industrial investment perspective, revitalizing stocks anddigging the endogenous growth strength of investment
16:30-18:30
圆桌对话/Panel Discussion
圆桌对话:地方破产法庭成立,加速“僵尸企业”的处置与困境企业救治,对于市场各类参与者,将会有哪些投资机会?
Panel Discussion:Setting up of local bankruptcy courtspeeding up the disposal of "zombie companies" andbailout of crisis companies, and what investment opportunities will arise for various market participants?

陈夏红,中国政法大学破产法与重组研究中心研究员(拟)
Chen Xiahong, Researcher of Research Center ofBankruptcy Law and Enterprise Reshuffle of CUPL (proposed)
华东政法大学
East China University of Political Science and Law
律师事务所
Law Firm
上海国资
Shanghai State Property
诚通湖岸等
Chengtong Huan, etc.
圆桌对话:违约格局下,中国未来特殊机会在何方?如何把握机会与挑战?
Panel Discussion:Where is Chinese special opportunity inthe future under the breach? and how to seizeopportunities and challenges?

甲乙丙资产、鼎一基金、胡巴资产、现代安华、DAC
Jiayibing Asset, Dingyi Found, Huba Asset, Xiandai Anhua,DAC