Until recently, a handful of fleet-footed Chinese companies and Tesla have dominated the Electric Vehicle market, as US “legacy” carmakers dragged their feet. But with a new administration in Washington and GM & Ford both recently announcing a full-fledged switch to EVs, the race is on. And the auto industry—from supply chains to labor force to data management—is being turned on its head. Can the U.S. catch up? Who are the Big Four Chinese companies already in the lead in China? Who will win the race? Where are the greatest opportunities? Ahead of the SH Auto Show, join China EV expert Tu Le, global auto industry expert John Paul MacDuffie, and BYD USA executive Frank Girardot, at 7:30 PM (US) and 7:30 AM (China) as they map out the road ahead.
Frank Girardot is communications director for BYD Auto’s North American operations, and an award-winning former newspaper editor, columnist and investigative reporter in Southern California. Girardot, a best selling non-fiction author, has won several writing awards, including the Southern California Press Association’s award for Investigative Journalism.
Tu Le is founder and managing director at Sino Auto Insights, an advisory firm that helps organizations bring innovative & tech focused products & services to the transportation & mobility sectors. Sino Auto Insights helps their clients develop cross border market entry strategies, market research, product/market fit, business development, and financial due diligence. Tu’s weekly newsletter is a must read for anyone in Asia or the US that follows the mobility sector. He is recognized as an expert in the EV & mobility space by respected media outlets such as CNN, Business Insider, The Straits Times, Economist, Wired, Technode, the Financial Times, the Wall Street Journal and others. Tu is also an advisor to startups and a mentor for accelerator programs in China and Taiwan. He previously spent time at GM, Ford and Apple in Michigan & Silicon Valley as well as China based startups. He has a BA from Michigan State University and MBA from Carnegie Mellon University.
John Paul MacDuffie is Professor of Management at the Wharton School and Director of the Program on Vehicle and Mobility Innovation (PVMI) at the Mack Institute for Innovation Management. His research, primarily on the global automotive industry, has examined the impact of human resource systems and work organization on economic performance; collaborative problem-solving within and across firms; and whether new technologies will change product and organizational architecture. His commentary on the disruptive innovations affecting the emerging mobility ecosystem are featured in the New York Times, Wall Street Journal, Washington Post, Bloomberg Business Week, Fortune, Forbes, [email protected], and on National Public Radio. He is a founding board member and current President of the Industry Studies Association; and he has advised the Federal Reserve Bank and the World Economic Forum.
Dorinda (Dinda) Elliott is SVP, Director of Programs, at the China Institute. Before joining China Institute, Elliott worked as editorial and communications director at the Paulson Institute, which promotes U.S.-China relations and sustainable growth in both countries. Elliott worked as a journalist for some 30 years, with a deep background in China. Elliott was Newsweek Bureau Chief in Beijing, Moscow, and Hong Kong, then Asia Editor. As Editor-in-Chief of Asiaweek from 2000-2001, she relaunched the magazine with a new focus on China and business. Elliott was later an Assistant Managing Editor at Time magazine, then Global Affairs Editor at Condé Nast Traveler, where she wrote about China, global issues, and corporate social responsibility. Elliott graduated from Harvard University with a B.A. in East Asian Studies. She is fluent in Mandarin Chinese, and speaks rusty Russian and French. She lives in Brooklyn, N.Y., with her husband Adi Ignatius. They have three sons.