Auckland Financial Markets and Investment SIG 2024

Meeting Dates 2024:

• Tuesday, 23 January
• Tuesday, 27 February
• Tuesday, 26 March
• Tuesday, 23 April
• Tuesday, 28 May
• Tuesday, 25 June
• Tuesday, 23 July
• Tuesday, 27 August
• Tuesday, 22 October
• Tuesday, 26 November

Topics and Presenters 2024

• Tax Pooling Developments & Go Taxi| Josh Taylor, Co Founder Taxi & Tax Traders
• Ethical Investments| Barry Coates, Founder & CEO, Mindful Money
• Investment Update| Peter Corban, Investment Advisor, Craigs Investment Partners
• Global Diversified Funds| Greg Fleming, Head of Global Diversified Funds, Salt Funds Management
• Economic Update| Jarrod Kerr, Chief Economist, Kiwi Bank
• Commercial Property Update| Ian Little, Associate Director - Research, Colliers
• Markets Update| Peter Corban, Investment Advisor, Craigs Investment Partners
• Update on current market performance and how Makao sees markets moving forward into FY24 | John Horrell, Consultant & Founder, Makao Investments
• Tax Update on the current tax landscape alongside an economic update on what is driving the current tax policies | Sladjana Lines, Senior Tax Manager and Aaron Quintal, Oceania Tax Partner at EY

Topics and Presenters 2023

• Economic Update | Jarrod Kerr, Chief Economist, Kiwibank
• Early Stage Venture Capital Investments | Rod Snodgrass, Co-Founder and Managing Partner, Maker Partners
• Property Update | Ian Little, Associate Director of Research, Colliers
• Is the newfound investor optimism justified? | Greg Smith, Head of Retail, Devon Funds
• Strength in Numbers: How to Leverage & Value Intangible Assets |Paul Adams - CEO - EverEdge Global
• Diversified Funds Investments update | Greg Fleming, Head of Global Diversified Funds, Salt Funds Management
• Strength in Numbers: How to Leverage & Value Intangible Assets | Harry Smith, Portfolio Manager - International Equities at Fisher Funds
• Economic state of the nation | David Seymour, Party leader of ACT
• Economic Update | Tony Alexander, Economics Speaker and Writer
• Economic Update | Jarrod Kerr, Chief Economist, Kiwibank
• Commercial Property Update | Ian Little, Associate Director of Research, Colliers
• Sustainability and Carbon Reporting Update | Karen McWilliams, Sustainability and Business Reform Leader, CA ANZ
• Sustainable & Ethical Investment update | John Berry, CEO/Resident Wayfinder, Pathfinder
• Update on Simplicty's investments and how these could be impacted by the change in government | Sam Stubbs, Co-Founder & Managing Director, Simplicity (NZ) Ltd
• Update on Icehouse Ventures and how they're evolving given the current economic outlook | Jack McQuire, Partner, Icehouse Ventures
• CA ANZ update | Peter Vial FCA, New Zealand Country Head, Chartered Accountants Australia and New Zealand (CA ANZ)
• Update on The New Zealand Initiative's latest research on growing the New Zealand economy | Dr Oliver Hartwich, Executive Director, The New Zealand Initiative
• Post election economic update | Jarrod Kerr, Chief Economist, Kiwibank
• Post election property update | Ian Little, Associate Research Director, Colliers International
• Overall outcomes of the general election | Madison Reidy, Host & Executive Producer - Markets with Madison, New Zealand Media & Entertainment
• Addressing gender pay gaps, financial literacy in schools and effects of raising the retirement age | Dr Jo Gamble, Research Lead, Retirement Commission
• Update on ethical investments | Dr Rodger Spiller, Founder, Managing Director and Financial Advisor, Money Matters
• Update on the financial & bond markets performance | Peter Corban, Private Wealth Manager, Craigs Investment Partners

Topics and Presenters 2022

• Markets update | Mark Brighouse, Chief Investment Strategist, Fisher Funds
• Sustainability and the non-financial reporting landscape | Karen McWilliams FCA, Business Reform Leader, Chartered Accountants Australia & New Zealand
• Real Estate Markets Update | Ian Little, Associate Director - Research, Colliers
  Economic Update | Jarrod Kerr, Chief Economist, Kiwibank
  Sustainable & Ethical Investments Update | John Berry, CEO/Resident Wayfinder, Pathfinder
• Update on Current Market Dynamics | Greg Flemming, Head of Global Diversified Funds, Salt Funds Management, and Portfolio Manager, Salt Sustainable Income and Sustainable Growth Funds
• Investment Governance & Asset Allocation | John Horell, Consultant & Founder, Makao Investments, and Noah Schiltknecht, Consultant & Founder, Makao Investments
• Update on the commercial property market and the effects of rising interest rates | Ian Little, Associate Director - Research, Colliers International
• FX Markets Update with XE.com | Doug Warren, Sales Director, XE.com, Sam Kyngdon, Senior Corporate FX Dealer, XE.com
• Economic Update | Jarrod Kerr, Chief Economist, Kiwibank
  Start-ups, Barnaby Marshall, Partner, Icehouse
• Global Bond and Equity Markets Update | Scott O'Ryan, Business Development Manager, Russell Investments
• Responsible Investing, based on Research IP's current Fund Managers Research | Andy Mahony CFA, Investment Consultant, Research IP
• Tax Update | Sladjana Freakley, Senior Manager, EY
• Simplicity The truth about money | Sam Stubbs, Co-Founder & Managing Director, Simplicity (NZ) Ltd
• Responsible investing and how to build resilient investment portfolios | Steffan Berridge - Acting Chief Investment Officer, Kiwi Invest; and Holly Marshall, Responsible Investment Strategist, Kiwi Invest

Topics and Presenters 2021

• Economic Update | Chris Tennent-Brown, Senior Wealth Economist, ASB
• Crypto currency 101 - The ins and outs of crypto currency and what's driving the sudden rise in crypto currency | Simon Angelo, CEO, Wealth Morning, Alistair Bilkey, CTO, Wealth Morning
• Economic Update | Chris Tennent-Brown, Senior Wealth Economist, ASB
• Property Update | Ian Little, Associate Director Research, Colliers International
• Ethical and sustainable Investing | John Berry, CEO & Co Founder, Pathfinder Investments
• Property Update | Ian Little, Associate Director Research, Colliers International
• Global Markets Update | Matthew Arnold, Director, New Zealand Institutional at Russell Investments
• Economic Update | Chris Tennent-Brown, Senior Wealth Economist, ASB
• Retirement Commissions New Approach | Jane Wrightson, NZ Retirement Commissioner
• Economic Update | Chris Tennent-Brown, Senior Wealth Economist, ASB
• The impact of the standard on valuations and impairment testing | Owen Wang, IFRS 16
• Macro-economic update - current state of play in the New Zealand economy and beyond | Jeremy Ward, Vice President Wealth Management Research, Jarden
• Regulated financial advice a guide to the new regime | Romil Ghelani and Andy Crow, FMA
• Commercial property update | Ian Little, Associate Director Research, Colliers International
• Global share markets update from Russell investments | Scott O'Ryan, Business Development Manager - Investor Services, Russell Investments
• Share market update | Greg Fleming, Head of Global Diversified Funds, Salt Funds Management
• Trends in early-stage venture funding in NZ during COVID 19 | Jack McQuire, Partner, Icehouse Ventures
• Tax pooling in New Zealand | Chris Cunliffe, CEO, Tax Management New Zealand
• Australia/Global Share Market Update | Mark Devcich, Chief Investment Officer & Portfolio Manager, Pie Funds
• Update from farming investments | Con Williams, General Manager - Investments, MyFarm
• Climate Change Update | Olaf Adam, Sustainability Manager, Westpac
• Wayfinding for ethical investment | Dr Roger Spiller, Founder & Managing Director, Money Matters
• Economic & Tax Law Update | Sladjana Freakley, Senior Manager, EY & Aaron Quintal, EY

Chartered Accountants Australia & New Zealand Conference Centre

OR

Via LIVE Zoom webcast