8:00 – 8:30 am: Registration and Networking Breakfast
8:30 – 8:45 am: Opening Remarks
Jeremie Waterman, President, China Center, U.S. Chamber of Commerce
Jim Zimmerman, Chairman, American Chamber of Commerce in China
8:45 – 9:35 am: Hold, Exit, or Double Down?: The Operating Environment for Foreign Business in China
Moderator: Jim McGregor, Chairman, Greater China, APCO
Carlo D’Andrea, Vice President, EU Chamber of Commerce in China; Founder and Managing Partner of D’Andrea & Partners
Michael Hart, President, AmCham China
Eric Zheng, President, AmCham Shanghai
9:35 – 10:05 am: Morning Keynote
Fireside Chat with The Honorable John Moolenaar, U.S. Representative from Michigan and Chair of the House Select Committee on Strategic Competition between the United States and the Chinese Communist Party
10:05 – 10:20 am: Coffee Break
10:20– 11:10 am: Chinese Politics in The Year of the Fire Horse: Where is President Xi Jinping Taking China?
Moderator: Paul Haenle, Head of Asia-Pacific Policy and Strategic Competitiveness, JPMorgan Chase
Chris Johnson, President and CEO of China Strategies Group
HE the Hon Dr Kevin Rudd AC, Australia’s Ambassador to the United States
11:10 am – 12:10 pm: Macro Weakness, Micro Strength, and Lots of Exports: China’s Economy and Implications for Foreign Business
Moderator: Andrew Polk Partner, Trivium China
Jon Anderson, President, Emerging Advisors Group
Fred Neumann, Chief Asia Economist and Co-head of Global Investment Research Asia, Managing Director, HSBC
Krishna Srinivasan, Director, Asia and Pacific Department, International Monetary Fund
Ning Zhu, Professor of Finance, Shanghai Advanced Institute of Finance (SAIF)
12:10 – 1:30 pm: Transition to Buffet Lunch
1:30 – 2:00 pm: Afternoon Keynote
Fireside Chat with The Honorable Brian Mast, U.S. Representative from Florida, Chair of the House Foreign Affairs Committee
2:00 – 3:00 pm: China’s 15th FYP and Made in China 2030: Looking to the Next Generation of PRC Industrial Policies
Moderator: Daniel Rosen, Co-Founder, Rhodium Group
Mikko Huotari, Executive Director, MERICS
Oliver Melton, Director, China Practice, Rhodium Group
Barry Naughton, Professor and So Kwan Lok Chair of Chinese International Affairs School of Global Policy and Strategy, UC San Diego
Kazumi Nishikawa, Deputy Director-General for Economic Security, Japan Ministry of Economy, Trade and Industry (METI) (Invited)
3:00 – 3:15 pm: Break
3:15 – 4:15 pm: Sectoral Drivers of Advantage in U.S.-China Economic Competition
Moderator: Ambassador Charlene Barshefsky, Chair of Parkside Global Advisors; former U.S. Trade Representative
Michael Dunne, CEO, Dunne Insights
Kevin Kolevar, Vice President, Global Policy and Government, Dow Chemical
Chris Miller, Professor of International History, Fletcher School, Tufts University
Michelle Rozo, Vice Chair, National Security Commission on Emerging Biotechnology
4:15 – 5:15 pm: Looking Past Busan and May Flowers: The Benefits and Risks of Inaction with the PRC
Moderator: Sara Schuman, Managing Director, Beacon Global Strategies
Elizabeth Cannon, former executive director, Office of Information and Communications Technology and Services (OICTS), Department of Commerce
David Feith, Adjunct Senior Fellow, Indo-Pacific Security Program, Center for a New American Security (CNAS)
Jonathan Fritz, former principal deputy secretary of state for East Asian & Pacific Affairs, Department of State
Peter Harrell, Nonresident Fellow, American Statecraft Program, Carnegie Endowment for International Peace
Sarah Stewart, CEO and Executive Director, Silverado Policy Accelerator
May 13, 2026: Day 3
8:00 – 9:00am: Networking Breakfast
9:00 – 9:45am: The Great AI Race: Who is Winning and What Does it Portend?
Moderator: David Barboza, Co-Founder, The Wire Digital Inc. (Invited)
- Jason Matheny, President and Chief Executive Officer, RAND
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9:45 – 10:45 am: The Future Commanding Heights of Global Finance: The Dollar, RMB and Global Payments Infrastructure
Moderator: Gerard DiPippo, Director, Global Macro, Eurasia Group
Martin Chorzempa, Senior Fellow, Peterson Institute for International Economics (PIIE)
Josh Lipsky, Vice President & Chair, International Economics, and Senior Director, GeoEconomics Center, Atlantic Council
Matt Higginson, Partner, McKinsey & Company (Invited)
Jesse McWaters, Executive Vice President and Head of Global Policy, Mastercard (Invited)
10:45 – 11:00 am: Coffee Break
11:00 am – 12:00 pm: China’s Great Leap into Future Industries: Can the U.S. Compete?
Moderator: Greg Ip, Chief Economics Commentator, Wall Street Journal
Rob Atkinson, President, Information Technology and Innovation Foundation
Eric Chewning, Executive Vice President, Maritime Systems & Corporate Strategy, Huntington Ingalls Industries (HII)
Rush Doshi, C.V. Starr Senior Fellow for Asia Studies and Director, China Strategy Initiative, Council on Foreign Relations
Jimmy Goodrich, Senior Advisor for Technology Analysis, RAND Corporation
12:00 – 12:15 pm: Transition to Buffet Lunch
12:45 – 1:30 pm: Where and When to Draw the Line: Getting Export Controls Right– Two Views on Exports, Security, and Technological Competition
Moderator: Emily Kilcrease, Senior Fellow and Director Energy, Economics, and Security, Center for New American Security
Chris McGuire, Senior Fellow for China and Emerging Technologies, Council on Foreign Relations
Paul Triolo, Partner, DGA–Albright Stonebridge Group
2:00 – 3:00 pm: Oil, Gas, and Geopolitics: The China–Russia–Iran–Nexus in a U.S.-Shaped Market
Moderator: TBD
Karim Sadjapour, Senior Fellow, Carnegie Endowment for International Peace
Xizhou Zhou, Global Head of Power and Renewables, Wood Mackenzie
Joerg Wuttke, Partner, DGA-Albright Stonebridge Group
3:00 – 3:15 pm: Break
3:15 – 4:15 pm: U.S. Recalibration in the Indo Pacific? Opportunities and Risks for American Business
Moderator: Bonnie Glaser, Indo-Pacific Program Managing Director, German Marshall Fund
Michael Allen, Managing Director, Beacon Global Strategies
Ely Ratner, Principal, The Marathon Initiative; former Assistant Secretary of Defense for Indo-Pacific Security Affairs
Jennifer Welch, Chief Geoeconomics Analyst, Bloomberg Economics
Rick Waters, Senior Director for the Indo-Pacific, Exxon Mobil
4:15 – 5:15 pm: A Mid-Term Assessment of Trump Administration Policy on China: What Should the U.S. Do Next
Moderator: Demetri Sevastopulo, U.S.-China Correspondent, Financial Times
Kurt Campbell, Chairman and Co-Founder, The Asia Group; former Deputy Secretary of State
Alex Wong, Global Chief Strategy Officer, Hanwha Group; former Principal Deputy National Security Advisor
5:15 – 5:30 pm: Closing Remarks
5:30 – 7:30 pm: Closing Reception
