March 12, 2019 4:00 pm - 6:30 pm

Crazy Rich in a Trumpian World

Seminar: Tuesday 12 March 2019 | Melbourne

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Standard Entry - Melbourne - 12 March 2019 $130.00

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Event Summary / 活动概况

It’s now accepted that the US has moved to contain China, including financial, trade and national security pressures backed by a huge US domestic fiscal, deregulatory and tax stimulus. (see my January 2018 newsletter)

This US containment comes at a time when Crazy Rich Asians (CRA) has surged up the box office charts. But is this movie the swansong for CRA’s, or just the start of what is to come?

So what’s next for Australia?

At this event (with an Asian hedge fund as a special guest speaker), I will be addressing;

  • Crazy Rich Asian (CRA) lessons for Chinese wealth in Australia. Bananas, globalists and sino-ization
  • The Marie-Antoinettes amongst CRA – the rising role of Chinese philanthropy, not ‘let them eat cake’
  • A bird in hand is worth beating around the bush –how Australia can still win from China’s growth and US alliance pressures
  • Outlook for Chinese capital flows and impact on Australia
  • China’s demographics and its AI/tech saviour. 100-50-25 population decline in 3 generations, and industry specific opportunities for Australians
  • Will China now harden its response to the US – by selling US treasuries and becoming the world’s biggest importer?

Who should attend?

Xi Jinping, Donald Trump, Scott Morrison, Australian and Chinese wholesale investors, asset and property owners/developers, fund managers and business founders, CEOs and executives exposed to China.

*for certain delegate restrictions, please refer to registration form

Cost

Earlybird: $90 + GST (click here to register)
Regular Pricing: $130 + GST

Location

Melbourne | Tuesday 12th March 2019 | 4:00PM – 6:30PM
Deloitte
Level 10, 550 Bourke Street, Melbourne

Agenda / 会议议程

Melbourne

4:00PM – Registration & Coffees
4:30PM – Opening Comments – Vera Ou-Young, Partner & National Chinese Services Group Leader – Deloitte
4:35PM – David Chin, Managing Director – Basis Point

  • Crazy Rich Asians, market impacts, capital flows and tactical moves by China-US-Australia
  • Resulting outlook for Australian property, agri, financial and wealth services, VC, education, tourism, consumer goods and migration

5:15PM – Tim Cheung, Partner & Co-Founder – LSL Partners

  • What is the outlook for Chinese consumption and technology during this time of Aus-China-US volatility?
  • Why we are long/short on Chinese stocks and Australian stocks with Chinese revenues.
  • How we conduct ‘deep dive’ analysis on China

5:55PM – Closing Comments – Siew Yong Leong, Partner, Deloitte Private
6:00PM – Networking Drinks and Canapes
6:30PM – Close

Speaker Biography

David Chin

David Chin

Managing Director, Basis Point

David Chin 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. He has become a ‘thought-leader’ in the Significant Investor Visa (SIV) and Chinese investment sector.

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.

Vera Ou-Young

Vera Ou-Young

Deloitte Australia Chinese Services Group Leader

Vera joined Deloitte as a Partner in August 2017 as National Leader of Chinese Services Group.  Vera is an Asian-Australian relationship specialist, and is seen by her senior colleagues as an architect of East-West success.

She is a versatile senior executive with extensive industry, client relationship and business development experience.  Being fluent in a breadth of Asian languages, as well as having the ability to adapt to different Asian cultural settings, Vera brings strong and innovative insights to Asian business.

Vera has been instrumental as a key contributor to the 2016 ‘Australia’s Diaspora Advantage: Realising the potential for build transnational business networks with Asia’ national research report.

She also actively participated on the Expert Panel for “Leading in the Asian Century”, a National Barometer research project of Diversity Council Australia, which is establishing the first-ever ‘Australian workforce in the Asian Century’ national benchmarks through a nationally representative survey of Australian workers on Asia capability and diversity and inclusion experiences in the Asian Century.

Timothy Cheung

Timothy Cheung

Timothy Cheung, Partner and CIO/Portfolio Manager, LSL Partners

Mr Cheung is a co-founder of LSL Partners, an independently owned, boutique funds manager, created to offer Australian and international investors a skilled and differentiated approach to investing in Asia.

A combination of the right people, with deep Asian experience, based on fundamental investment research and an alignment with our investors’ interests, is the foundation upon which LSL Partners is built.

Mr. Cheung has successfully built and led investment teams for more than 15 years. At Perpetual Investments and Morphic Asset Management he focused on Asian investments as a Senior Analyst and Head of Research respectively. Previously, Cheung founded a boutique market neutral fund also predominately investing in Asia.

Since 2010, Cheung has delivered compound annualised returns exceeding 16% p.a., significantly outperforming both hedge fund and equity indices across a number of styles and market conditions.

Mr. Cheung holds a Master of Business Administration (Honours) degree from the Wharton School at the University of Pennsylvania. He also holds a Master of Commerce (Honours) degree and a combined Bachelor of Commerce/Laws degree from the University of New South Wales

Siew Yong Leong

Siew Yong Leong

Partner, Deloitte Private

Siew Yong Leong is a Partner in the tax consulting division of Deloitte Private in Melbourne. She is known for her deep expertise and experience in advising inbound private clients in relation to their investments and businesses in Australia.

Siew Yong is committed to providing customised and commercial solutions for her clients, which involves working through cultural and family sensitive considerations along with financial drivers.

In particular, Siew Yong plays a significant role in Deloitte’s Chinese Services Group and focuses on providing commercial tax advisory services to Chinese privately owned enterprises investing and operating businesses in Australia, leveraging from her knowledge in both Australian private tax matters and international tax relevant to inbound groups.

Siew Yong has also presented in a number of key forums, including The Tax Institute.

Event Registration

Event Location & Contact

Melbourne

Deloitte
Level 10, 550 Bourke St, Melbourne

Deloitte - Melbourne

E: info@basispoint.com.au

T: +61 2 9680 9448

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