Significant Investor Visa
Chinese in Australia Lunch Seminar

Wednesday 3 May 2017 | Sydney

Event Registration

Event Summary

3 May (Wednesday) Doltone House, 181 Elizabeth St, (Hyde Park), Sydney CBD

20-30 tables of ten at a sit-down lunch.

BasisPoint’s Significant Investor Visa events are now in its 5th year.

Our speakers will share insights on Chinese and Chinese-Australian attitudes towards investments, integration and engagement in Australia, including:

  • The impact of recent SIV high-net-worth Chinese migrants on investment and consumption in Australia
  • How future generations of Chinese-Australians will evolve and participate in Australian society
  • Assimilation within Australia…. as Australia engages further with Asia
  • Lessons for Chinese-Australians from post WW2 European migrant success stories

Recent SIV statistics show 206 applications made in the 6 months to December 2016, meaning Australia is on track to take around 400 high-net-worth SIV migrants per year, generating $200m for VC funds, $600m for SmallCap funds and $1200m for balancing funds each year.

As a comparison, there is just $450m in VC funds in Australia awaiting deployment (AFR 3 May), so $200m in SIV-VC funds is almost half of the VC funds available.

Speakers: Tina Teng, Brad Chan, Anna Cesarano, David Chin & Annie Guo

  • Tina’s HNW family is from China. She and her family are active in entrepreneurship, education, property development, and philanthropy. Her first business in Australia was in cleaning, before entering into sub-contract management & distribution and now property development and investment.
  • Brad is a 3rd generation Chinese-Australian. His grandfather, Bernard Chan, migrated to Australia in 1967 from PNG. The family is in the BRW Rich Families List. Brad is CEO of the family company, Banna Property Group and is active in property investment, start-ups, and philanthropy.
  • Anna is the CEO/Co-owner of Doltone House venue and catering collection, a second generation industry leading family business representing the post WWII wave of emigrants from Europe. She is also co-founder of the Biaggio Signorelli Foundation, honouring her late father to raise funds to seek a cure for Mesothelioma, asbestos cancer, a tribute to the family’s philanthropy.
  • David is the founder of BasisPoint, established 20 years ago, to provide market insights, business connections, and investment platforms for the Aus-China & Aus-Asia institutional, wholesale and high-net-worth investment community. He was previously Head of Marketing at Sydney Futures Exchange (SFE), and is the author of Thy Fiefdom Comes, a fantasy/science fiction novel.
  • Annie co-founded Westlink Capital in 2011 as a platform for facilitating and co-investing Chinese SOE & private capital into the Australian resources sector. She joined Columbus Minerals in 2012 as Managing Director when she secured equity capital from a consortium of investors. Under her direction, these funds were applied to successful investments in gold assets in private & ASX listed companies, including Dampier Gold Ltd.

Who will attend:

200-300 senior executives, entrepreneurs and developers from corporations with Chinese-linked business, professional and financial services firms, fund managers providing SIV funds, banks, media, mining, agri-businesses, and property development.

Cost:

  • $180 plus GST for individual tickets
  • $850 plus GST for a half-table of 5
  • $1600 plus GST for a table of 10

To reserve a corporate table of 5 or 10 now, and send delegate details later – contact Christina at info@basispoint.com.au

EFT payments available for corporate tables.

Corporate tables of 10 will have their presence felt via logos on screens, table-top signage and mentions in the BasisPoint newsletter and website, with extra visibility for the two sponsors. Tables of 5 receive table signage (your firm’s name displayed).

This event provides a leadership platform for the HNW Chinese Australian sector to discuss the importance of Chinese investments and integration in Australia.

Register now at these early bird rates that will increase in the final week.

TBA

Agenda

12:00pm – Registration

12:30pm – 2:00pm – Lunch

  • Welcome Remarks by opening sponsor, Arowana
  • Recent developments regarding China’s SIV and business migrants to Australia and their investments. David Chin, Managing Director, BasisPoint (20 minutes)
  • Anna Cesarano, CEO, Doltone House, shares her story of the family’s migration to Australia from Italy, and their successful business and charity work (15 minutes)
  • Panel discussion comprising Tina Teng, Brad Chan, Annie Guo and others to be announced (40 minutes). They will talk about investments, and the importance of the Chinese business & social contribution to Australia.
  • Closing Remarks
  • Stacey Martin, MC

2:00pm – 2:45pm – Networking

12:00pm – Registration

12:30pm – 2:00pm – Lunch

  • Welcome Remarks
  • Recent developments regarding China’s SIV and business migrants to Australia and their investments. David Chin, Managing Director, BasisPoint (20 minutes)
  • Anna Cesarano, CEO, Doltone House, shares her story of the family’s migration to Australia from Italy, and their successful business and charity work (15 minutes)
  • Panel discussion comprising Tina Teng, Brad Chan and others to be announced (40 minutes). They will talk about investments, and the importance of the Chinese business & social contribution to Australia.
  • Closing Remarks

2:00pm – 2:45pm – Networking

Speaker Biography

Tina Teng

Tina Teng

Chairperson, Auswealth Group

Tina is active in entrepreneurship, education and property development in Australia and China. Her family helped establish the Aidi International School in Beijing in 2005 as the nation’s first modern international school with backing from both the Chinese and Australian government. It now has 3000 students with 80% of students moving to top global universities.

As an entrepreneur, she established her first business in 2002 in the cleaning sector, before expanding into sub-contract management services to Chinese mining firms in WA as well as becoming a distributor for HK listed footwear company Staccato. She is currently working on a joint venture with Pindan, a major Perth-based national property development company, and facilitates HNW Chinese investment into Australia via her Auswealth Group.

She plays a key role as an Australia-China bridge in commerce, politics and philanthropy, in promoting Chinese culture to the West as well as supporting a range of charities particularly in Perth where she now resides. She won first runner up in the inaugural 2016 Mrs Chinatown World Pageant in Perth against 40 international and local contestants.

Brad Chan

Brad Chan

CEO, Banna Property Group

Brad comes from a 3rd generation Chinese-Australian family business involved in property investment and development, primarily in shopping centres and commercial property.

His grandfather Bernard Chan migrated to Australia from Papua New Guinea in 1967 and the family is regularly in BRW’s Rich Families list.

The Chan family started from humble beginnings – a general merchandise store in PNG that later ventured into coconut growing. The businesses were destroyed in World War 2 but were eventually rebuilt and evolved into cocoa and copra plantations, shipping and real estate. Investments into Sydney started in the 1950s.

Brad established the Banna Property Group in 2009 to manage the family assets. The family has also established HaymarketHQ, a Sydney-based not-for-profit start-up incubator to help young Australian firms to capture opportunities in Asia, as well as the Banna Foundation, the family group’s philanthropic arm.

Brad was President of the Haymarket Chamber of Commerce for five years. He has a Bachelor in Applied Science (Land Economics), Post-Graduate Diploma in Finance and Investment, Masters in Real Estate and Masters of Town Planning.

Anna Cesarano

Anna Cesarano

Chief Executive Officer, Doltone House

Anna Cesarano, is the Chief Executive Officer of Doltone House venue and catering collection. She is a NSW Board Member for Family Business Australia after having been inducted into NSW Family Business Australia’s Hall of Fame. She is co-founder of the Biaggio Signorelli Foundation, honouring her late father, founder of Doltone House Group, to raise funds for a cure and research into Mesothelioma (asbestos cancer).

Anna was featured in BRW discussing succession planning in family businesses. She also participated as a mentor in the NSW Family Business Australia Next Generation mentoring programme.

In 2013 she was Barnado’s Mother of The Year Awards’ Business Ambassador and was on the Judging Panel for the Barnado’s Mother of The Year Annual Awards Programme.

Anna continues to be profiled as guest speaker in a range of sectors, from meetings and events, former NRL Women in League Ambassador, to featuring in the Future Direction Network video promoting university to school leavers from Western Sydney.

David Chin

David Chin

Managing Director, Basis Point

David founded Basis Point 20 years ago to provide insights, connections, and investment platforms for the Aus-China & Aus-Asia institutional, wholesale and high-net-worth investment community. His has become a ‘thought-leader’ in the Significant Investor Visa (SIV) and Chinese investment flows into Australia.

As a second generation Australian with a Malaysian-Chinese heritage, he is keen to facilitate greater engagement between recent Chinese/Asian migrants and expats with the wider Australian community.

His career background is in derivatives, futures and hedge funds, consulting to government and semi-government institutions and exchanges globally and in the Asia-Pacific. He was previously Head of Marketing at Sydney Futures Exchange (SFE), and is the author of Thy Fiefdom Comes, a fantasy/science fiction novel.

Annie Guo

Annie Guo

Managing Director, Columbus Minerals Ltd

Annie joined Columbus Minerals in 2012 when she secured equity capital from a consortium of Australian and Chinese investors. Under her direction, these funds were applied to successful investments in gold assets in private and ASX listed public companies, including Dampier Gold Ltd.

She co-founded Westlink Capital in 2011 as a platform for facilitating and co-investing Chinese capital in the Australian resources sector. Westlink has worked with a number of substantial SOE’s and private companies with more than $200m invested in Australian resource companies.

She has in-depth experience in Australia/China capital markets, M&A, corporate advisory and executive management of public listed companies, with a particular focus on Australia resource sector investments.
Prior to Columbus Minerals and Westlink, Annie had more than 10 years’ experience working in a senior role with PwC Sydney with a focus in Australian resources sectors. She brings energy, focus, Australian & Chinese networks and a solid understanding of important Australian/Chinese cultural, technical, operational and business practices and how these differences can be sensitively managed in Australian/Chinese business relationships.

Stacey Martin

Stacey Martin

(MC) Aus-China Business & SIV Consultant, Expat Advisors Community

With an extensive career in financial services and private wealth management, today Stacey Martin assists wealthy individuals and SME’s navigate Aus-China business opportunities. This includes market entry with the Dearin & Associates International Business Accelerator, connecting Australian food producers to strategic investors through the Farms and Finance platform and supporting services SMEs via the Australian Services Roundtable.

Her professional network Expat Advisors Community compiled the Significant Investor Visa (SIV) educational booklet “Smooth Road to Travel: China to Australia” bringing together a range of professionals with international expertise to deliver integrated solutions for Chinese migrants. As host of the Aus-China Business Channel on SME Radio, Stacey is a sought after speaker and event moderator.

Event Sponsors

Arowana Funds Management

Arowana International is a specialist investor and operator in the emerging SME companies space and has deep expertise in “scaling up” companies.

Since its establishment in 2007, Arowana has led investments ranging from A$1 million to over A$60 million across private and public vehicles with total equity invested of approximately ~A$200 million. These investments in aggregate have delivered a gross IRR in excess of 30% across both realised and unrealised investments.

We are differentiated in that we know not just how to buy and sell businesses but we also know how to run, fix and grow them.

Our team is a unique combination of highly experienced entrepreneurs as well as investment and operational professionals with strong track records and a “hands on” orientation.

Arowana’s core investment philosophy is based on fundamental value investing principles with an activist and ethical orientation.

Tables of 10

Commonwealth Bank

2 Tables

Commonwealth Bank
Commonwealth Bank
Commonwealth Bank
Commonwealth Bank
Commonwealth Bank

Event Location & Contact

Doltone House,
181 Elizabeth St, Hyde Park,
Sydney CBD

Doltone House

E: info@basispoint.com.au

T: +61 2 9680 9448

or send us a message