Australian Immigration Daily News

A unique group of panellists have been assembdled at the second annual Significant Investor Visa (SIV) conference, (Sydney, Hilton Ballroom July 3) to share their insights on China’s HNW investors and their journey to Australia via the SIV.

Betty Yuan, will provide first-hand insights on pursuing citizenship through SIV for her Chinese family members.

Monika Tu, Black Diamondz Property Concierge, a leading facilitator between sellers and buyers of prestige property, will discuss the emergence of the Chinese UHNW in Australian high-end real estate.

James Tong, Executive Chairman of Secvest Capital Group, a leading provider of SIV funds, will provide insights on investment transactions between Australia and China.

Tim Cheung, Head of Research and Co-owner of Morphic Asset Management, is an expert on the Macau casino industry having previously run casino focused mandates for US institutional investors.  He will share insights on the Chinese high-roller segment and will discuss a unique potential distribution channel for Australian SIV providers.

Andy Woodhouse, Managing Director, Asia Pacific, Real Time Systems will share insights on the HNW Chinese who trade global markets directly. Two global banks and a Chinese UHNW trader recently exceeded speculative position limits on US agricultural futures contracts…an indication of the large trading appetite of Chinese UHNW.

Stephen Hart, Marketing & Distribution Manager, NSW Treasury Corporation will talk about developments with NSW Waratah Bonds and the SIV.

Lindsey Cox, Senior Manager, Policy and Migration Services, Innovation and Industry Policy, NSW Trade & Investment; will provide valuable insights and perspectives having oversight of the operational area that nominates skilled and business migrants for Australian Visas.

Christine Yates, Executive General Manager, NAB Private Wealth, will open the SIV conference and will provide a high level insight into the SIV and wealth management industry.

Justin Epstein, Executive Director, One Investment Group, will close the SIV conference and will provide insights as a leading SIV fund responsible entity, trustee and administrator.

Bill Fuggle, Partner, Baker & McKenzie, will provide SIV anecdotes from a legal perspective by one of Australia’s most respected law firms and industry proponents.

Liana Allan, Founder of the Migration Alliance will provide insights into the SIV industry from a migration agent’s perspective.

Stacey Martin, Senior Wealth Adviser & Asia Ambassador, NAB Private Wealth, will provide anecdotes from her frequent dialogue with Chinese HNW and the private wealth industry.

Allan Mortel, Partner, Moore Stephens, will offer tax and fund structuring insights for the SIV industry.

Philip Parker, Executive Chairman, Altair Asset Management; will share insights on the investment and risk appetites of the HNW.

David Chin, Founder, Basis Point, will give an overview of the SIV industry based on his in-depth research and analysis since inception in November 2012.

More panellists will be announced shortly. 

The sponsors for the event are - One Investment Group, NAB Private Wealth (both Platinum); Migration Alliance, Baker & McKenzie (both Gold) and Moore Stephens, ACB Newsonline, Altair Asset Management (all Silver)

The next SIV announcement, provided by Basis Point (to be released next week) will explore recent developments including;

•      1,446 EOI’s (expressions of interest), 928 Applications and 255 SIV Grants have been issued as at 31 May.  The approval rate has climbed from 29 to 40 per month over the past two months;
•      Chinese securities firms have received official encouragement to develop into investment banks, suggesting opportunities for joint ventures and IP sharing by Australia’s financial advisory, M&A and funds management sectors;
•        China has repeated its call for its business sector to ‘go out’ into the world, to invest overseas, build ‘soft power’ via cultural and brand recognition, and internationalise operations
•     Chinese firms have been short-listed to develop new casinos in Australia, a key plank in the HNW tourism sector;
•     More and more Australian HNW identities are developing agri-business opportunities with China; 
•     Insights into the number of private funds in China and their assets under management;
   
• More news on Chinese property developers seeking Australian opportunities, and;
•       And a round-up of deals done and deals in the pipeline between Australia and China.

2^nd Annual Significant Investor Visa Conference

Connecting the ultra-high-net-worth in Asia to Australian funds & businesses

Programme:

10:30am - Coffee & Registration

11.00am – Opening remarks.  NAB Private Wealth

11.15am - SIV Opportunities

                        David Chin, Managing Director, Basis Point                       

11.45am - Panel Discussion 1: Reaching Chinese/Asian High Net Worth investors

1.       Identifying & building relationships with distribution channels, (we have found one channel that has never been discussed)

2.       Rise of the Australian comprador and their increasing importance

3.       Why Asian based private bankers/wealth managers need Australian SIV investments (more than you think)

12.30pm –Lunch (stand-up –buffet style): Hilton Hotel, Grand Ballroom.

1.40pm - Panel Discussion 2: Insights on Asian HNW as they apply to Australia’s SIV. The "SIV Journey"

1.       Getting the funds into Australia, tax issues and other considerations. What gaps in the market exist?

2.       Using service providers and dealing with expectations

3.       How are investors viewing portfolio allocation and how has this changed over the past year?

4.       Catalysts for coming to Australia – what are the drivers and reasons for seeking an Australian SIV and will this escalate?

 2.20pm - Panel Discussion 3: SIV Investment Products & Trends in Next 12 Months

1.       Investment and risk appetites of the HNW

2.       Range of investments discussed –e.g. property, equity/bond funds, SME/PE structures, agribusiness/environmental investments. "Beyond bonds"?

3.       Sharing and transfer of IP from Australia to China –opportunities

4.       How is migrant banking and financial services in Australia developing? What products and services are evolving?

5.       What are the key challenges facing the industry and how are these being overcome?

3.00pm - Panel Discussion 4: Where Are We Now? Where Are We Going in 2015?

1.       Competition to SIV from other countries

2.       Why China HNW migration to Australia could increase substantially?

3.       Department of Immigration issues/approval process

4.       What more can be done with respect to education and dissemination of information?

3.40 - Closing Remarks. Justin Epstein, Executive Director, One Investment Group

3.50 - 4.50 – Cocktails, canapés and afternoon tea

___________________________

* Agenda subject to change

Cost

Early-bird. Before COB 20 June 2014. $388 per delegate plus GST

21 June onwards.  $420 per delegate plus GST. 

Registration

To register, please click here.   Please note, there is no same day ‘walk-in’ registration

P.S  Interest in our SIV initiatives (including our latest newsletter here) has been strong, especially with the SIV programme gaining momentum. The magnitude for SIV opportunities can be seen in the $650 million in fees (immigration/legal fees alone) paid by 65,000 applicants to Canada’s SIV equivalent.

We also note that SIV service providers and non-competing SIV product providers are becoming strong referral agents for participants in the SIV industry. The power of networking and the establishment of referral marketing channels are very evident in this new SIV industry.

With more than 800 attendees at our previous 7 SIV events in Australia and Hong Kong where I presented, I am expecting a solid turn-out at this event, which will enable you to…

• Network with potential distribution agents and investment providers
• Hear speakers from Asia and Australia
• Gather intelligence to build your SIV business strategies
• Gain insights into the UHNW in China and Asia
• Become a ‘first mover’ in this new but fast developing market

This conference’s venue capacity is limited to 400 delegates.  They will include Australian-Asian firms and compradors with distribution channels into the region, fund managers, property firms, corporate and business advisors, proprietary companies, private bankers, investment advisors, immigration agencies and industry service providers.