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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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

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

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 is a Partner at Deloitte and the firm’s National Leader of Chinese Services Group. Vera is an internationally recognised leader in Asian business, with a proven commercial track record as the architect of East – West success.

To her core, Vera is deeply passionate about fostering the potential in others and guiding them to be highly successful in navigating across business in Asia and Australia.

Vera understands what it takes to establish and run a competitive business across Asia and Australia, whether it is restructuring, transforming or growing rapidly into new markets in the region. She knows that to be successful in Asia ‘one size fits all’ does not work and that one must navigate many nuances.

Never satisfied with the status quo, Vera is a personable leader who relishes the opportunity to create legacy and mentor the next generation.

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

Nick Ng

Nick Ng

Partner, Deloitte

Nick has a passion for working with Australia’s growing private businesses and entrepreneurs to enable them to achieve the business and wealth objectives they set out to pursue.

Nick has worked in Deloitte Private since August 2007 and specialises in group restructuring, family remuneration, financial reporting, tax strategy and back office support through our cloud solution, Deloitte Private Connect.

His experience includes 3-way financial cash flow modelling, assisting small business to manage the challenges of growth, and statutory accounting and taxation compliance obligations for clients in the start-up, property development and construction, High Net Wealth (HNW) sectors including tax effect accounting and tax provision calculations.

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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