May 10, 2019 12:00 pm - 2:30 pm

The Rise of the 'China Angle'

Seminar: Friday 10 May 2019 | Brisbane
Seminar: Wednesday 22 May 2019 | Perth

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Standard Entry - Perth $130.00 $90.00

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Standard Entry - Brisbane $130.00 $90.00

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Event Summary / 活动概况

The rise of the ‘China angle’ is the focus of this event, driven by seven catalysts:

  1. Capital controlled by Chinese-Australians are now being redeployed in a wider array of investments, not just property.
  1. Downward asset revaluations after decades of ‘it can only rise’ means the older generation who made decisions are now increasingly handing over power to the next generation.
  1. The cost and supply of capital is tighter due to tougher transfer controls in China. So leveraging the China consumption angle, and the supply chain opportunities, is key to making this capital work harder.
  1. The trade war negotiations and a dramatic turnaround for China to now seek foreign capital, are speeding up Chinese reforms which will benefit cross-border deals.
  1. These reforms focus on China’s 3 internal battles (a war on poverty, pollution, and financial risk…ie boosting the ‘wellness’ of the general population). This reformation is a tailwind for Australia’s financial and wealth management services, ‘food creators’ (more nuanced than ‘farmers’), health/wellness and alternative energy that can be leveraged into China.
  1. The Chinese diaspora, including wealthier business and skilled migrants, compared to family reunion migrants from decades ago, are now creating more business and investment opportunities.
  1. The US economic and political rivalry with China is the ‘grey rhino’ risk. However Australia benefits from the tailwind of China’s GDP growth still above developed economies, growing middle class, Belt and Road infrastructure projects that consumes Australian iron ore and coal, and a positive Brand Australia that attracts tourists and students.

I will be discussing these topics at our ‘China Angle’ events, sponsored by Deloitte, beginning in Brisbane on 10 May and Perth on 22 May, with more cities to be announced

Tim Cheung, co-founder of China focussed hedge fund LSL Partners, will be delving into the Chinese consumer and tech opportunities

Who should attend?

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

Brisbane | Friday 10th May 2019 | 12:00PM – 2:30PM
Deloitte
Level 23, Riverside Centre, 123 Eagle Street, Brisbane

Perth | Wednesday 22nd May 2019 | 4:00PM – 6:30PM
Deloitte
Tower 2, Brookfield Place, 123 St Georges Tce, Perth

Agenda / 会议议程

Brisbane

12:00PM – Registration & Lunch Served (stand-up buffet style with networking)
12:30PM – Opening Comments – Nick Ng, Partner, Deloitte Private
12:35PM – David Chin, Managing Director – Basis Point

  • The seven catalysts for the China angle

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

Perth

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

  • The seven catalysts for the China angle

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 – TBA
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

Event Registration

Event Location & Contact

Brisbane

Deloitte
Level 23, Riverside Centre, 123 Eagle Street, Brisbane

Perth

Deloitte
Tower 2, Brookfield Place, 123 St Georges Tce, Perth

Deloitte - Brisbane

E: info@basispoint.com.au

T: +61 2 9680 9448

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