October 22, 2018 12:00 pm - 2:30 pm

Crazy Rich Asians in a Trumpian World

Monday 22 October 2018 | Sydney

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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 the 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
  • Why Islamic State has saved the Chinese (til now) in Australia and the West
  • 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, driving up the CNY and driving down the USD.

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

Location

Monday 22nd October 2018 | 12:00PM – 2:30PM

Level 9, Grosvenor Place
225 George St, Sydney
Seats are limited to 130 delegates

Cost

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

Agenda / 会议议程

12:00PM – Registration & Lunch Served (stand-up buffet style with networking)
12:30PM – Opening Comments – Vera Ou-Young, Partner & National Chinese Services Group Leader – Deloitte
12:35PM – 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

1:15PM – 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

1:55PM – Q&A, Closing Comments from Deloitte, and Networking Coffees
2:30PM – 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. 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.

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

Event Sponsor

Deloitte

Deloitte is the brand under which thousands of professionals collaborate across a network of offices in Australia to provide audit, economics, financial advisory, human capital, tax and technology services. Our purpose is to make an impact that matters. We are driven by our desire to create positive outcomes for our clients, communities and people. Everything we do is with intent – the intent to make a meaningful difference.

Event Registration

Event Location & Contact

Level 9, Grosvenor Place
225 George St, Sydney

Deloitte

E: info@basispoint.com.au

T: +61 2 9680 9448

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