• Platinum Sponsors

    one-logo     nab-logo
  • Gold Sponsors

    nextec-logo     moels-logo
  • Complying Investment Funds

    channelcapital-logo     elight-logo
  • Media Partner


Event Registration


For delegate enquiries, contact Carlos at carlos@basispoint.com.au  

Event Summary

Our recent SIV conference held in Sydney was Australia's largest gathering in the SIV industry attracting 340 delegates.
Due to popular demand we are proud to announce our Melbourne SIV conference on 10 November 2015

Austrade's new SIV complying investment policies are providing significant opportunities for Emerging Companies and VC fund managers, their ecosystem of service providers, and for their underlying investee companies.

Chinese HNW investors and their financial advisors will soon have a wider range of complying investment opportunities that could be leveraged into China's own rapidly growing domestic VC sector and stock market.

In the past two years, Basis Point has organised two major SIV conferences attracting 620+ senior level delegates and six SIV seminars which attracted another 800 delegates.

This year's conference will also feature our popular "round table networking" sessions to maximise your time.


Attendees: 160-200 delegates comprising:

  • SIV distribution channels including Chinese, Asian and Australian wealth managers & deal-spotters, high-net-worth investors/their advisors, migration agents and private bankers.
  • Investment providers including Chinese, HK, Singaporean and Australian fund managers, VC funds, property developers/syndicators
  • Service providers including trust service providers, lawyers, accountants, advisors, financiers.

Our SIV conference will;

  • Leverage on Austrade's new SIV complying investment policies which impacts on Australia's funds management and VC industries.
  • Foster networking between participants in the SIV/Chinese HNW advisory, private banking, funds and migration sectors.
  • Reveal insights on China's HNW markets.
  • Drive ideas on how the current fragmentation of the SIV sector can be harnessed or refocused.

Location: Mayfair Ballroom, Grand Hyatt, Melbourne

Date: November 10, 2015

Cost: n/a


10:30 am

Coffee & Registration

11.00 am

Opening comments from One Investment Group as the Platinum sponsor

  • Justin Epstein, Founder and Executive Director, One Investment Group
11:10 am

Insights on Chinese HNW investment in Australia

  • David Chin, Managing Director, Basis Point
11:50 am

SIV fund provider showcase

  • Glen Holding, Managing Director, Channel Capital
12:00 pm

Panel Discussion: Insights on SIV

  • What will the SIV market be like in 12 months time
  • Key issues for SIV advisors when considering investment selections
  • VC and EC for SIV - what to consider, risks and rewards
  • Feedback from the recent Vic government SIV roadshow to China

Moderator and panellists

  • David Chin, Managing Director, Basis Point
  • My Linh Pham, Significant Investor Visa Migration Manager, Victorian Government
  • Lily Ong, Business Owner and Principal Solicitor, Lily Ong Business Lawyers and Migration Consultants
  • Peter Hall, Managing Director, Nextec Asset Management
  • Andrew Martin, Managing Director and Head of Moelis Australia Asset Management
12:50 pm

SIV fund provider showcase

  • Kerry Series, Principal and CIO, Eight Investment Partners
1:00 pm

Closing Remarks from BT Investment Management as the Platinum sponsor

  • Sarah Hegarty, National Sales Manager SIV, BT Investment Management

Stand up lunch and round table networking

Networking guidelines. Outcome for participants – In each 10 minute period, each participant makes one elevator pitch to small group of 5 people around a cocktail table hosted by the round-table host. Each delegate who chooses to participate will bring and exchange business cards with 50 people

2:30 pm


* Agenda subject to speaker confirmation & change


For sponsorship enquiries please contact Carlos at carlos@basispoint.com.au


One Investment Group is Australia's leading provider of Responsible Entity, Trustee, Custody and Administration services. One Investment Group is responsible for numerous funds with a wide range of underlying asset classes including infrastructure, real estate, equities, credit and fund of funds, working alongside numerous domestic and international external investment managers.

One Investment Group was established in 2009 and has quickly risen to the third largest player in the market, responsible for in excess of 150 funds and $8bn. One Investment Group is the only provider in the market that is able to provide either a comprehensive outsourcing solution or a single service to managers.

BT Investment Management
Platinum Sponsor

BTIM is Australia's largest independently listed investment manager (ASX:BTT), and has a long and well-awarded track record of providing investment strategies and customised products across the full range of asset classes.

We are a leading provider of solutions to Significant Investor Visa applicants, and view our range of SIV offerings as just the start of an enduring relationship with our investors.

With an investment philosophy and process that consistently delivers, investors trust us to look after their wealth in Australia.

Visit our website at btim.com.au to find out more.

Nextec Asset Management
Gold Sponsor

Nextec Asset Management Pty Ltd is a member of the Nextec Group, a corporate finance boutique focused on early stage to mid-size Australian companies in a range of technology related sectors, including Media, Software, Internet, Mobile and Healthcare.

The Nextec team has a long term commitment to helping foster Australia's next generation of vibrant technology-based businesses.

Moelis Australia Asset Management
Gold Sponsor

Moelis is a global independent investment bank listed on the NYSE with offices in 17 cities around the world including Melbourne and Sydney in Australia and Beijing and Hong Kong in China. In Australia, Moelis operates across 3 business divisions – asset management , investment banking and equities.

Moelis were the pioneers of the SIV in Australia, being instrumental in the origination of the SIV program with the Commonwealth Government and launched the first SIV specific funds under both the original and new investment rules.

Moelis is currently the leading SIV fund manager in Australia managing over $650m of SIV fund investments and investor commitments for an additional $500m.

Channel capital

Channel Capital (Channel) offers global investment solutions to institutional and sophisticated investors. We incubate or partner with carefully-selected investment managers across multiple asset classes. Channel is currently partnered with four investment management firms, servicing clients investing over $3 billion. Our subsidiary entity, Channel Investment Management Ltd AFSL 439007 is the Responsible Entity/Trustee for managed funds holding approximately $1 billion

Channel follows a 'simple & smarter' philosophy, thinking outside the box to produce dependable, effective solutions to meet client needs and reduce the complexity of investing in Australia and globally. Combining institutional-grade infrastructure and the highest level of operational expertise, we respond quickly to market developments and work alongside our investment managers to create innovative investment products.

Eight Investment Partners

Eight Investment Partners Pty Limited (8IP) is a specialist small companies investment manager based in Sydney that was established in 2009 and is owned by its staff. The 8IP group has an established track record of performance operating two small companies strategies; one a diversified strategy that seeks to outperform the S&P/ASX Small Ordinaries index and the other a concentrated strategy that seeks to achieve positive absolute returns. 8IP is the manager of 8IP Emerging Companies Limited, an SIV-compliant listed investment company that is expected to commence trading on the ASX on 1 December 2015.

Private Equity Media
Media Partner

Private Equity Media is the only media company exclusively focused on the private equity and venture capital sectors in Australia and New Zealand and has covered the space for more than 20 years. Private Equity Media publishes Australian Private Equity & Venture Capital Journal and Australian Private Equity & Venture Capital Guide.



Justin Epstein

Executive Director
ONE Investment Group (OIG)

Founded OIG in 2009 as an independent provider of Responsible Entity and Trustee services. Now Australia's 3rd largest provider with 150+ funds and $8bn of funds under administration & providing a complete outsourcing solution for fund managers.


Sarah Hegarty

National Sales Manager
SIV, BT Investment Management

As National Sales Manager for our Asian High Net Worth channel, Sarah works with migration agents, advisers and professional services firms to help deliver investment solutions to their clients in this segment, not only to help them meet Significant Investor Visa requirements, but also for their ongoing investment needs in Australia.


Peter Hall

Managing Director
Nextec Asset Management

Nextec Asset Management Pty Ltd is a member of the Nextec Group, a corporate finance boutique focused on early stage to mid-size Australian companies in a range of technology related sectors, including Media, Software, Internet Mobile and Healthcare.

Glen Holding

Managing Director
Channel Capital

Glen is the founder and Managing Director of Channel Capital Pty Ltd, a provider of global investment solutions for institutional and sophisticated investors.


David Chin

Managing Director
Basis Point

Providing intelligence on Asian HNW, derivatives and hedge fund investment flows to global exchanges since 1996. Basis Point is the leading information & networking platform for the emerging SIV industry


Lily Ong

Business Owner and Principal Solicitor
Lily Ong Business Lawyers and Migration Consultants

Active in the Chinese SIV space, accredited with the Law Institute of Victoria to specialize in Immigration law, & a migration agent since 1998. Currently serving as the Victorian executive member of the Migration Institute of Australia.


My Linh Pham

Significant Investment Migration Manager
Victorian Government Department of Economic Development, Jobs, Transport and Resources

My Linh's work focuses on the delivery of Victoria's SIV program to support the attraction of significant investor migrants into Victoria and also to support their business and investment activities.
My Linh has extensive experience in immigration, industry coordination and multicultural affairs.


Andrew Martin

Managing Director
Moelis Australia Asset Management

Andrew has 25+ years of global experience in investment management. He was instrumental in the origination of the SIV program with the Commonwealth Government. Prior to joining Moelis, Andrew was a MD of UBS Global Asset Management in Infrastructure and Private Equity


Kerry Series

Principal and CIO
Eight Investment Partners

Founder of 8IP, Kerry has more than 25 years experience in equity markets. He has previously held senior roles with AMP Capital, HSBC Asset Management and Perennial Investment Partners.

More panellists and their bios to come


Presentations will be made available to delegates after the conference.

Event Registration


For delegate enquiries, contact Carlos at carlos@basispoint.com.au