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9:30 AM	 OPENING REMARKS
	 Jamie Metzl, Partner, Cranemere, LLC. & Honorary Ambassador
	 of Foreign Investment for Korea
AGENDA
9:00 AM	 REGISTRATION
9:25 AM	 WELCOMING SPEECH		
	 Ambassador Se-joo Son, Consul General, Korean Consulate
	 General of New York
9:40 AM	 PRESENTATIONS: KOREA PERSPECTIVES		
	 CASE STUDY #1: Kevin Shin, General Manager, ENA Industry - Auto Parts
	 CASE STUDY #2: Sangho Won, CEO & Founder, MathCloud - Education Service
	 CASE STUDY #3: Frances Ro, U.S. Partner, Hurom - Housewares
10:10 AM	 COFFEE BREAK
10:20 AM	 PRESENTATIONS: U.S. PERSPECTIVES
	 CASE STUDY #4: Steven P. Koda, Of Counsel, Jordan & Hamburg, LLP – Law
	 CASE STUDY #5: Stephen Edward Older, Partner, McGuireWoods LLP – Law
	 CASE STUDY #6: Steven J. Carlson, Head of Investment Banking,
			 INTL FCStone Securities Inc. – Finance
	 CASE STUDY #7: Michael Muth, Foreign Commercial Officer,
			 U.S. Export Assistance Center – Trade
11:45 AM	 Q&A SESSION
11:00 AM	 EXPERT VIEWS		
	 ADVISORY #1: Benefits & Use of KORUS FTA for Korean Companies,
		 - Mikyung Kim, Director, FTA Information and Business
		 Support Center, Korea
	 ADVISORY #2: Benefits & Use of KORUS FTA for U.S. Companies,
		 - Dennis L. Wright, Senior Vice President, Sandler & Travis
		 Trade Advisory Services, Inc., U.S.A.
SESSION I: CASE STUDIES on the EFFECTS of KORUS FREE TRADE AGREEMENT
SESSION II: BENEFITS & USE of KORUS FREE TRADE AGREEMENT
THURSDAY, MAY 22ND
///
Thursday, May 22, 2014 | 9:00 AM ~ 12:00 PM
3 West Club, 3 West 51st Street, New York, NY
//////////
A GATHERING OF BUSINESS LEADERS
FROM KOREA AND THE UNITED STATES
CO-HOSTS:
HOST:
Jamie Metzl
PARTNER, CRANEMERE LLC. & HONORARY AMBASSADOR
OF FOREIGN INVESTMENT FOR KOREA
Jamie Metzl is an expert in Asian economic and political
affairs and U.S. foreign policy. Before joining the company,
he served as the Executive Vice President of the Asia Society where he
established the global studies program and the Asia 21 leadership initiative;
the most significant next -generation leadership program in the Asia-Pacific
region. The initiative brings together over eight hundred of the region’s
most influential business, governmental, and civil society leaders. He has
also served as the Deputy Staff Director of the U.S. Senate Foreign Relations
Committee, Senior Coordinator for International Public Information at the
U.S. Department of State, the Director for Multilateral Affairs on the
National Security Council, and with the United Nations in Cambodia. He is
the Founder and Co-Chair of the National Security Organization Partnership
for a Secure America, a board member of the Jewish refugee agency HIAS,
member of the Council on Foreign Relations, and a former White House
Fellow and Aspen Institute Crown Fellow.
He has authored two books on Asia and is a regular contributor to numerous
journals and periodicals. He has deep connections throughout Asia and
appears regularly in national and international media discussing Asian
economic and political issues.
Metzl holds a Ph.D. in Asian History from Oxford University, a J.D. from
Harvard Law School, and is a magna cum laude, Phi Beta Kappa graduate
of Brown University.
Se-joo Son
AMBASSADOR, CONSUL GENERAL, KOREAN CONSULATE
GENERAL OF NEW YORK
Ambassador Se-joo Son assumed his post as Consul
General of the Republic of Korea in New York in September
2012. He is committed to focusing his efforts on positive developments of
the Korean communities in NY, NJ, PA, CT and DE, as well as on a broader
level to include enhancing political, economic, social, cultural and people-
to-people relations between Korea and the United States.
Ambassador Son brings to his office more than 30 years of experience as
a distinguished career diplomat. He brought to his office his extensive and
unique career with the Ministry of Foreign Affairs of the Republic of Korea
since 1980, where his past positions include serving as the Assistant
Secretary at the Office of the President, Counselor at Korean Permanent
Mission to the United Nations in New York, Middle East Minister-Counsellar
for the Korean Embassy in Iraq, Ambassador to Tunisia, General Manager
for Planning at the Overseas Koreans Foundations. He, then, served as
Director-General of the Middle East and African Affairs Bureau from 2004
to 2006. Prior to assuming his current post, he has also served as advisory
ambassador for International Relations to the Gyeongsangbuk-do Province.
Ambassador Son received his B.A. in French Language Education at Seoul
National University (1981), and the Ecole Nationale d’Administration (ENA)
in France from 1988 to 1989. He is married with two daughters.
SPEAKERSABOUT
This year’s Forum will highlight the second anniversary
of the Korea-U.S. Free Trade Agreement (KORUS FTA).
Since its implementation, both Korea and the United
States have benefited from growth in trade of goods,
services and investment.
In the realization that there is always room for further
growth to ensure continued success and deliver the
full benefits of the KORUS FTA; this event hopes to
serve as a point of information and resources that
companies in both markets can benefit from.
Kevin Shin
GENERAL MANAGER, ENA INDUSTRY
ENA is an industry leader in the design, development
and manufacturing of molded rubber and plastic
components as well as Ignition Cables & Wire Harnesses. They specialize
in anti-vibration rubber parts for OEM in North America car market and
provide high quality products to the transportation industry worldwide.
With three manufacturing facilities in Korea and overseas branches in the
United States, Germany and Japan; ENA has experiences in the international
trade and manufacturing & supply markets in the most critical automotive
markets as well as observing how the recent KORUS FTA increased ENA’s
U.S. marketing and sales efforts firsthand.
Steven P. Koda
OF COUNSEL, JORDAN & HAMBURG, LLP
Steven P. Koda has over 25 years of experience as a
patent attorney and previously associated with the
legal firms Morgan & Finnegan of New York, NY; and
Townsend and Town send and Crew in Palo Alto, Ca. He has also taught
Intellectual Property Law at the Seattle University School of Law.
He has worked with a variety of technologies in the electronics, software,
medical devices and applied physics arts sectors dealing with numerous
technologies such as retinal display devices, image processing systems,
broadband communications, power line communications, utility power
transmission and delivery, security software, ultrasound devices,
defibrillators, radiographic systems, robotics, inkjet technologies, carriage
feed systems, embedded systems, mips processors, and semiconductor
devices, processes and test equipment.
Stephen Edward Older
PARTNER, MCGUIREWOODS LLP
Stephen focuses his practice on corporate and
securities law, with a concentration on public offerings
and private placements, including private investments
in public equity (PIPEs) transactions. He also maintains an active practice
representing hedge and private equity funds in transactions, as well as
trading and general advice. In addition, Stephen has been involved in
numerous private and public mergers and acquisitions transactions.
Prior to joining McGuireWoods, he worked for a large international law
firm representing a wide range of publicly and privately held commercial,
industrial and financial enterprises. He frequently speaks and writes on
corporate law issues, and is AV Peer Review Rated, Martindale-Hubbell’s
highest peer recognition for ethical standards and legal ability.
Sangho Won
CEO & FOUNDER, MATHCLOUD
MathCloud’s neural adaptive learning
platform™ helps each student keep up
with the rest of the class. The platform provides a responsive learning
environment that can identify each student’s strengths and weaknesses.
MathCloud creates a personalized lesson plan to address each student’s
knowledge level and needs. MathCloud pinpoints exactly where a student
needs help and provides individualized practice sessions. Students can
grow academically and obtain a more thorough understanding of each
concept.
Won previous experiences also include managing a global public service
project with UNIDO (UN Industrial Development Organization), consulting
on educational development projects with the Asian Development Bank
(ADB) and the Korea Ministry of Education, Science, and Technology (MEST).
He also worked with MEST on ICT training projects, and on a study to test
the validity of online math games. He also consulted with the ADB to
implement an e-learning assessment program.
Frances Ro
U.S. PARTNER OF HUROM
HUROM, the name represents a
corporate spirit which values the health of humankind developed world’s
first ‘SST, Slow Squeezing Technology’ and embedded in slow juicer that
loved from people all over the world as a pioneered in ‘First Mover’ of
squeezing system field.
HUROM is currently accelerating its activities in the global market with its
headquarter in Gimhae, Korea, as well as branch offices in China, U.S.,
and Japan, while also exporting juicers to about 50 countries including
the U.S., China, Japan, Europe, and Asia. It also grand slammed the
world’s best three design awards.
Ro is knowledgeable in not only what are needed to gain entry into the
lucrative U.S. market, but also experienced in observing how KORUS
resulted in positive benefits and increase in sales for the HUROM products.
SPEAKERSSPEAKERS
Mikyung Kim
DIRECTOR, FTA INFORMATION AND
BUSINESS SUPPORT CENTER, KOREA
FTA Information and Business Support Center provide information,
tools and resources for businesses interested in taking advantage of the
tremendous opportunities available through the KORUS FTA. Businesses
interested in learning more about the KORUS FTA and the benefits it can
deliver are encouraged to join Business Connect, a network of businesses
in the United States and Korea.
Kim has been the Director for the FTA Information and Business Support
Center since 2012. She has also worked at International Trade Affairs
Team from 2003 to 2005, Planning & Coordination Office from 2005 to 2007
as well as the Daegu & Kyongbuk Branch from 2007 to 2011; all under the
Korea International Trade Association (KITA).
Steven J. Carlson
HEAD OF INVESTMENT BANKING, INTL FCSTONE
SECURITIES INC.
Steve Carlson is the Head of the Investment Banking
Division at INTL FCStone Securities Inc. (“INTL”). INTL
provides trading, market making, investment banking and corporate
finance services to customers around the globe. The investment banking
division provides capital raising, mergers and acquisitions advisory, project
and infrastructure finance, trade finance and bank loan syndication, as
well as restructuring and corporate advisory services to firms globally, in
the natural resources, agriculture, financial institutions, power generation
and real estate sectors.
He began his career at Fannie Mae as a Senior Planning and Financial
Analyst, where he was responsible for asset and liability management
analysis, as well as portfolio pricing analysis. Prior to forming Provident in
1998, he was a Managing Director at Lehman Brothers. He has held various
senior positions such as Global Business Head in Emerging Markets Fixed
Income (FI) and Derivatives, Global Sales Manager of FI Institutional Client
Group (ICG) and PCS, Head of the Mortgage Backed Securities whole loan
and derivatives trading business and Director of mortgage-backed
securities research.
Dennis L. Wright
SENIOR VICE PRESIDENT, SANDLER & TRAVIS TRADE
ADVISORY SERVICES, INC.
Dennis Wright is Senior Vice President of Consulting
Services for Sandler & Travis Trade Advisory Services,
Inc., resident in the Detroit office.
He began his customs career in 1961, has broad-based expertise in a
range of import-related areas and has provided specific advice on such
issues as regulatory compliance (including the requirements of the
Customs Modernization Act), tariff classification, valuation, and eligibility
for special trade programs such as NAFTA and the Automotive Products
Trade Act. Before joining STTAS, Mr. Wright was the owner/operator of
his own Detroit- based customs brokerage company and an executive
consultant at one of the northern border’s premier customs brokers.
He is a past president of the Detroit Customs Brokers Association and
has presented numerous speeches and seminars on issues involving
international trade.
Michael Muth
FOREIGN COMMERCIAL SERVICE OFFICER, U.S. EXPORT
ASSISTANCE CENTER, U.S. DEPARTMENT OF COMMERCE
Michael Muth is an experienced international business
professional with 30 years experience, 25 of which have
been in international business. He lived abroad for 4 years working in
Germany, India, Poland, South Africa, and Sweden. He has a combination
of experiences in the international business, government, and academia
sectors as well as focusing on the technology sector and worked with high
tech firms for 20 years. He is also experienced in facilitating partnerships,
bringing together alliance partners for 10 years.
His current responsibilities at the US Export Assistance Center in New
York City include the information & communications technologies, and
education, & management consulting industry sectors. His greatest
accomplishment in the position thus far is contributing to a sale of software
to the Chinese telecommunications firm Huawei for $1.5M. He is an active
member of both the ICT and education teams, as well as the 3rd-party
evaluation pilot team.
SPEAKERSSPEAKERS

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KORUS BUSINESS FORUM 2014 NEW YORK AGENDA

  • 1. 9:30 AM OPENING REMARKS Jamie Metzl, Partner, Cranemere, LLC. & Honorary Ambassador of Foreign Investment for Korea AGENDA 9:00 AM REGISTRATION 9:25 AM WELCOMING SPEECH Ambassador Se-joo Son, Consul General, Korean Consulate General of New York 9:40 AM PRESENTATIONS: KOREA PERSPECTIVES CASE STUDY #1: Kevin Shin, General Manager, ENA Industry - Auto Parts CASE STUDY #2: Sangho Won, CEO & Founder, MathCloud - Education Service CASE STUDY #3: Frances Ro, U.S. Partner, Hurom - Housewares 10:10 AM COFFEE BREAK 10:20 AM PRESENTATIONS: U.S. PERSPECTIVES CASE STUDY #4: Steven P. Koda, Of Counsel, Jordan & Hamburg, LLP – Law CASE STUDY #5: Stephen Edward Older, Partner, McGuireWoods LLP – Law CASE STUDY #6: Steven J. Carlson, Head of Investment Banking, INTL FCStone Securities Inc. – Finance CASE STUDY #7: Michael Muth, Foreign Commercial Officer, U.S. Export Assistance Center – Trade 11:45 AM Q&A SESSION 11:00 AM EXPERT VIEWS ADVISORY #1: Benefits & Use of KORUS FTA for Korean Companies, - Mikyung Kim, Director, FTA Information and Business Support Center, Korea ADVISORY #2: Benefits & Use of KORUS FTA for U.S. Companies, - Dennis L. Wright, Senior Vice President, Sandler & Travis Trade Advisory Services, Inc., U.S.A. SESSION I: CASE STUDIES on the EFFECTS of KORUS FREE TRADE AGREEMENT SESSION II: BENEFITS & USE of KORUS FREE TRADE AGREEMENT THURSDAY, MAY 22ND /// Thursday, May 22, 2014 | 9:00 AM ~ 12:00 PM 3 West Club, 3 West 51st Street, New York, NY ////////// A GATHERING OF BUSINESS LEADERS FROM KOREA AND THE UNITED STATES CO-HOSTS: HOST:
  • 2. Jamie Metzl PARTNER, CRANEMERE LLC. & HONORARY AMBASSADOR OF FOREIGN INVESTMENT FOR KOREA Jamie Metzl is an expert in Asian economic and political affairs and U.S. foreign policy. Before joining the company, he served as the Executive Vice President of the Asia Society where he established the global studies program and the Asia 21 leadership initiative; the most significant next -generation leadership program in the Asia-Pacific region. The initiative brings together over eight hundred of the region’s most influential business, governmental, and civil society leaders. He has also served as the Deputy Staff Director of the U.S. Senate Foreign Relations Committee, Senior Coordinator for International Public Information at the U.S. Department of State, the Director for Multilateral Affairs on the National Security Council, and with the United Nations in Cambodia. He is the Founder and Co-Chair of the National Security Organization Partnership for a Secure America, a board member of the Jewish refugee agency HIAS, member of the Council on Foreign Relations, and a former White House Fellow and Aspen Institute Crown Fellow. He has authored two books on Asia and is a regular contributor to numerous journals and periodicals. He has deep connections throughout Asia and appears regularly in national and international media discussing Asian economic and political issues. Metzl holds a Ph.D. in Asian History from Oxford University, a J.D. from Harvard Law School, and is a magna cum laude, Phi Beta Kappa graduate of Brown University. Se-joo Son AMBASSADOR, CONSUL GENERAL, KOREAN CONSULATE GENERAL OF NEW YORK Ambassador Se-joo Son assumed his post as Consul General of the Republic of Korea in New York in September 2012. He is committed to focusing his efforts on positive developments of the Korean communities in NY, NJ, PA, CT and DE, as well as on a broader level to include enhancing political, economic, social, cultural and people- to-people relations between Korea and the United States. Ambassador Son brings to his office more than 30 years of experience as a distinguished career diplomat. He brought to his office his extensive and unique career with the Ministry of Foreign Affairs of the Republic of Korea since 1980, where his past positions include serving as the Assistant Secretary at the Office of the President, Counselor at Korean Permanent Mission to the United Nations in New York, Middle East Minister-Counsellar for the Korean Embassy in Iraq, Ambassador to Tunisia, General Manager for Planning at the Overseas Koreans Foundations. He, then, served as Director-General of the Middle East and African Affairs Bureau from 2004 to 2006. Prior to assuming his current post, he has also served as advisory ambassador for International Relations to the Gyeongsangbuk-do Province. Ambassador Son received his B.A. in French Language Education at Seoul National University (1981), and the Ecole Nationale d’Administration (ENA) in France from 1988 to 1989. He is married with two daughters. SPEAKERSABOUT This year’s Forum will highlight the second anniversary of the Korea-U.S. Free Trade Agreement (KORUS FTA). Since its implementation, both Korea and the United States have benefited from growth in trade of goods, services and investment. In the realization that there is always room for further growth to ensure continued success and deliver the full benefits of the KORUS FTA; this event hopes to serve as a point of information and resources that companies in both markets can benefit from. Kevin Shin GENERAL MANAGER, ENA INDUSTRY ENA is an industry leader in the design, development and manufacturing of molded rubber and plastic components as well as Ignition Cables & Wire Harnesses. They specialize in anti-vibration rubber parts for OEM in North America car market and provide high quality products to the transportation industry worldwide. With three manufacturing facilities in Korea and overseas branches in the United States, Germany and Japan; ENA has experiences in the international trade and manufacturing & supply markets in the most critical automotive markets as well as observing how the recent KORUS FTA increased ENA’s U.S. marketing and sales efforts firsthand.
  • 3. Steven P. Koda OF COUNSEL, JORDAN & HAMBURG, LLP Steven P. Koda has over 25 years of experience as a patent attorney and previously associated with the legal firms Morgan & Finnegan of New York, NY; and Townsend and Town send and Crew in Palo Alto, Ca. He has also taught Intellectual Property Law at the Seattle University School of Law. He has worked with a variety of technologies in the electronics, software, medical devices and applied physics arts sectors dealing with numerous technologies such as retinal display devices, image processing systems, broadband communications, power line communications, utility power transmission and delivery, security software, ultrasound devices, defibrillators, radiographic systems, robotics, inkjet technologies, carriage feed systems, embedded systems, mips processors, and semiconductor devices, processes and test equipment. Stephen Edward Older PARTNER, MCGUIREWOODS LLP Stephen focuses his practice on corporate and securities law, with a concentration on public offerings and private placements, including private investments in public equity (PIPEs) transactions. He also maintains an active practice representing hedge and private equity funds in transactions, as well as trading and general advice. In addition, Stephen has been involved in numerous private and public mergers and acquisitions transactions. Prior to joining McGuireWoods, he worked for a large international law firm representing a wide range of publicly and privately held commercial, industrial and financial enterprises. He frequently speaks and writes on corporate law issues, and is AV Peer Review Rated, Martindale-Hubbell’s highest peer recognition for ethical standards and legal ability. Sangho Won CEO & FOUNDER, MATHCLOUD MathCloud’s neural adaptive learning platform™ helps each student keep up with the rest of the class. The platform provides a responsive learning environment that can identify each student’s strengths and weaknesses. MathCloud creates a personalized lesson plan to address each student’s knowledge level and needs. MathCloud pinpoints exactly where a student needs help and provides individualized practice sessions. Students can grow academically and obtain a more thorough understanding of each concept. Won previous experiences also include managing a global public service project with UNIDO (UN Industrial Development Organization), consulting on educational development projects with the Asian Development Bank (ADB) and the Korea Ministry of Education, Science, and Technology (MEST). He also worked with MEST on ICT training projects, and on a study to test the validity of online math games. He also consulted with the ADB to implement an e-learning assessment program. Frances Ro U.S. PARTNER OF HUROM HUROM, the name represents a corporate spirit which values the health of humankind developed world’s first ‘SST, Slow Squeezing Technology’ and embedded in slow juicer that loved from people all over the world as a pioneered in ‘First Mover’ of squeezing system field. HUROM is currently accelerating its activities in the global market with its headquarter in Gimhae, Korea, as well as branch offices in China, U.S., and Japan, while also exporting juicers to about 50 countries including the U.S., China, Japan, Europe, and Asia. It also grand slammed the world’s best three design awards. Ro is knowledgeable in not only what are needed to gain entry into the lucrative U.S. market, but also experienced in observing how KORUS resulted in positive benefits and increase in sales for the HUROM products. SPEAKERSSPEAKERS
  • 4. Mikyung Kim DIRECTOR, FTA INFORMATION AND BUSINESS SUPPORT CENTER, KOREA FTA Information and Business Support Center provide information, tools and resources for businesses interested in taking advantage of the tremendous opportunities available through the KORUS FTA. Businesses interested in learning more about the KORUS FTA and the benefits it can deliver are encouraged to join Business Connect, a network of businesses in the United States and Korea. Kim has been the Director for the FTA Information and Business Support Center since 2012. She has also worked at International Trade Affairs Team from 2003 to 2005, Planning & Coordination Office from 2005 to 2007 as well as the Daegu & Kyongbuk Branch from 2007 to 2011; all under the Korea International Trade Association (KITA). Steven J. Carlson HEAD OF INVESTMENT BANKING, INTL FCSTONE SECURITIES INC. Steve Carlson is the Head of the Investment Banking Division at INTL FCStone Securities Inc. (“INTL”). INTL provides trading, market making, investment banking and corporate finance services to customers around the globe. The investment banking division provides capital raising, mergers and acquisitions advisory, project and infrastructure finance, trade finance and bank loan syndication, as well as restructuring and corporate advisory services to firms globally, in the natural resources, agriculture, financial institutions, power generation and real estate sectors. He began his career at Fannie Mae as a Senior Planning and Financial Analyst, where he was responsible for asset and liability management analysis, as well as portfolio pricing analysis. Prior to forming Provident in 1998, he was a Managing Director at Lehman Brothers. He has held various senior positions such as Global Business Head in Emerging Markets Fixed Income (FI) and Derivatives, Global Sales Manager of FI Institutional Client Group (ICG) and PCS, Head of the Mortgage Backed Securities whole loan and derivatives trading business and Director of mortgage-backed securities research. Dennis L. Wright SENIOR VICE PRESIDENT, SANDLER & TRAVIS TRADE ADVISORY SERVICES, INC. Dennis Wright is Senior Vice President of Consulting Services for Sandler & Travis Trade Advisory Services, Inc., resident in the Detroit office. He began his customs career in 1961, has broad-based expertise in a range of import-related areas and has provided specific advice on such issues as regulatory compliance (including the requirements of the Customs Modernization Act), tariff classification, valuation, and eligibility for special trade programs such as NAFTA and the Automotive Products Trade Act. Before joining STTAS, Mr. Wright was the owner/operator of his own Detroit- based customs brokerage company and an executive consultant at one of the northern border’s premier customs brokers. He is a past president of the Detroit Customs Brokers Association and has presented numerous speeches and seminars on issues involving international trade. Michael Muth FOREIGN COMMERCIAL SERVICE OFFICER, U.S. EXPORT ASSISTANCE CENTER, U.S. DEPARTMENT OF COMMERCE Michael Muth is an experienced international business professional with 30 years experience, 25 of which have been in international business. He lived abroad for 4 years working in Germany, India, Poland, South Africa, and Sweden. He has a combination of experiences in the international business, government, and academia sectors as well as focusing on the technology sector and worked with high tech firms for 20 years. He is also experienced in facilitating partnerships, bringing together alliance partners for 10 years. His current responsibilities at the US Export Assistance Center in New York City include the information & communications technologies, and education, & management consulting industry sectors. His greatest accomplishment in the position thus far is contributing to a sale of software to the Chinese telecommunications firm Huawei for $1.5M. He is an active member of both the ICT and education teams, as well as the 3rd-party evaluation pilot team. SPEAKERSSPEAKERS