The Alliance Of The Aggrieved: The Emerging Multipolar World Order and its Investment Implications

RUNDOWN
12:00 pm Registration
12:15 pm Lunch
1:00 pm Conversation with Mr. Kiril Sokoloff and Mr. Ronnie C. Chan

$580 Member Tickets
$680 Non-Member Tickets

13D Research & Strategy believes that the transition from a unipolar to a multipolar world order is realigning a geopolitical chessboard largely unchanged since Bretton Woods, with implications for the U.S. dollar, the Treasury market, energy and commodities. A new rising order is pressing for a seat at the international table as it seeks to increase self-reliance, reduce dependence on the increasingly-weaponized dollar, and create a set of rules that meet its own interests. 13D Research & Strategy posits that countries, drawn together by a sense of historic injustice, exploitation, and humiliation in a so-called "alliance of the aggrieved," are calling time on the Western-led liberal order and initiating change.

Join Asia Society Hong Kong Center for a luncheon with Mr. Kiril Sokoloff, chairman and founder of 13D Research & Strategy, who, in conversation with Mr. Ronnie C. Chan, chairman of Asia Society Hong Kong Center, will explore the consequences of this paradigm shift, including what the new world order will look like, how the transition will unfold and where the best investment opportunities will arise.

For decades, Kiril Sokoloff, Chairman and Founder of 13D Research & Strategy, has been an active yet low-profile global investment strategist, thought leader, and visionary. He founded 13D Research & Strategy in 1983. Stan Druckenmiller says: “I've been a client for decades and I think, more than anybody else I listen to, he's an out-of-the-box thinker with unique ideas that make me think. And you don't always have to agree with them, but there's nothing more an investor can ask than somebody who week after week, What I Learned This Week, presents ideas that you haven't thought of and makes you contemplate. I want to just say that I don't think I've had a more important advisor than Kiril over the last few decades.”

Mr. Sokoloff foresaw before others the five great secular trends of the last 40 years that have defined investment performance and business opportunity. With prescient insight, Mr. Sokoloff informed investors of the coming US economic boom and disinflation of the 1980s, the rise of China as an economic power, the US technology boom of the 1990s, and the oil bull market of 2002-2008. More recently, Mr. Sokoloff perceived that global supply chains would be re-structured and re-oriented in response to Sino-US tensions over technology, warned of global overdependence on tourism trade and the dangers of significant disruptions to travel, and, in 2020, the return of inflation.

Ronnie C. Chan (Moderator) is the Chair of Hang Lung Group Limited and its subsidiary Hang Lung Properties Limited, both publicly listed in Hong Kong. The Group expanded into mainland China in 1992, developing, owning, and managing world-class commercial complexes in key tier-one and tier-two cities. He founded and chairs the China Heritage Fund, is a co-founding Director of The Forbidden City Cultural Heritage Conservation Foundation in Beijing, and is a former Vice President and former Advisor of the China Development Research Foundation in Beijing. Mr. Chan is a Fellow of the American Academy of Arts and Sciences, Chair Emeritus of the Asia Society and Chairman of its Hong Kong Center, and Co-Founder and Chairman of the Centre for Asian Philanthropy and Society. He serves or has served on the governing or advisory bodies of several think tanks and universities, which include: Peterson Institute for International Economics, World Economic Forum, East-West Center, Pacific Council on International Policy, Eisenhower Fellowships, The Maureen and Mike Mansfield Foundation, University of Southern California, Indian School of Business, The Hong Kong University of Science and Technology, Yale University, Tsinghua University, and Fudan University.

The views and opinions expressed are those of the speakers and participants and, unless expressly stated to the contrary, do not reflect the opinion, position or official policy of Asia Society Hong Kong, its members, or its committees. Asia Society Hong Kong does not endorse or approve, and assumes no responsibility for the content of the information presented.