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Auckland Financial Markets and Investment SIG 2021



A connected network of CAs focused on treasury and financial markets management as well as local and global markets for shares, property, interest/debt and foreign exchange.

Available to attend in person and online. 
This SIG focuses on treasury and financial markets management as well as investment specific topics. Meeting every month, the topics are wide ranging across both disciplines, covering the treasury and financial markets management of all companies, as well as local and global markets for shares, property, interest/debt and foreign exchange. 

Also available on live webcast

Annual Purchase
Price includes 11 session per year.

Member $225
Non-Member $300

Casual Session Purchase

Member $56
Non-Member $70

Half year Purchase (July - Dec)
Only available for purchase from July 2021
Member $114
Non-Member $137

Topic for 2021


26 January
  • Economic Update - Presented by Chris Tenent Brown, ASB
  • Crypto currency 101 - The ins and outs of crypto currency and what's driving the sudden rise - Presented by Simon Angelo, CEO - Wealth Morning

23 February
  • Economic Update - Presented by Chris Tenent Brown, ASB
  • Property Update - Presented by Ian Little, Associate Director of Research, Colliers International
  • Ethical & Sustainable Investing - Presented by John Berry, CEO & Co-Founder, Pathfinder Investments

23 March
  • Property Update - Presented by Ian Little, Associate Director of Research, Colliers International
  • Global Markets Update - Presented by Matthew Arnold, Director, NZ Institutional, Russell Investments

Topic for 2020 
28 January
  • Economic Update - Presented by Nathan Penny, ASB
  • What to Expect in 2020 - Presented by Greg Fleming, Head of InvestmentStrategy, AMP Capital NZ

25 February 
  • Economic Update - Presented by Nick Tuffly, ASB
  • NZ Equities Update -  Presented by, Tony Connolly, Director, Wealth Management Adviser, Jarden
  • Guaranteed to Lose? Fixed Income Investing in a World of Negative Yielding Bonds - Presented by, Matthew Arnold, Director, NZ Institutional, Russell Investments

28 April 
  • Economic Update - Presented by, Nick Tuffley, Chief Economist, ASB
  • NZ Equities Update - Presented by, Tony Connolly, Director, Wealth Management Adviser, Jarden
  • NZ Property Update - Presented by Chris Dibble, Director Research and Communications, Colliers
  • Accounting Update - Presented by Jason Stinchcombe, Audit and Technical Partner, RSM New Zealand

26 May
  • Economic Update - Presented by, Nick Tuffley, Chief Economist, ASB
  • Employment Law Update - Presented by, Alison Maelzer, Partner, Hesketh Henry
  • Leaving 'The Great Lockdown' behind; a changing world - where to from here? - Presented by Peter Corban, Private Wealth Manager at Craigs Investment Partners

23 June
  • Economic Update - Presented by, Nick Tuffley, Chief Economist, ASB
  • Active vs Passive Whitepaper, the Active Advantage - Presented by Dr Steffan Berridge, Senior Quantitative Strategist, Kiwi Invest
  • Investing through the Current Crisis - Presented by Jack McQuire, Partner, Icehouse Ventures

28 July
  • Economic Update - Presented by, Nick Tuffley, Chief Economist, ASB
  • Observations gained from 25 fund manager webinars during COVID19 - Presented by Mike Ruetsch, Heathcote Investment Partners
  • It’s not about the money, it’s about you - Presented by Research presented by the Financial Services Council

25 August
  • Economic Update - Presented by, Nick Tuffley, Chief Economist, ASB
  • NZ Property Update - Presented by Chris Dibble, National Director, Colliers Partnerships, Research and Communications
  • NZ Equity Update - Presented by Tony Connolly, Director, Wealth Management Adviser, Jarden
  • Tax Update - Presented by Sladjana Freakley, Tax Policy Senior Manager, EY and Aaron Quintal, Tax Partner, EY

22 September
  • Economic Update - Presented by, Nick Tuffley, Chief Economist, ASB
  • An economic and regulatory description of the New Zealand wholesale electricity market - Presented by Dr Phil Bishop, Manager Market Analytics, New Zealand Electricity Authority
  • PRI: our path to A+. Kiwi Invest’s development of responsible investment practises, what makes a difference and what lies ahead - Presented by Steffan Berridge, Senior Quantitative Strategist, Kiwi Invest

27 October
  • Economic Update - Presented by Chris Tennent-Brown, ASB Bank
  • Environmental, Social and Governance (ESG) in fund management - Presented by, Alister van der Maas, Russell Investments

24 November
  • Economic Update - Presented by, Nick Tuffley, ASB
  • Commercial Property Market Updates - Presented by Ian Little MRICS, Associate Director, Research Colliers International
  • Investment Strategy in the Current Climate and Crypto Currencies - Presented by Simon Angelo, Alistair Bilkey and John Ling



Topics from 2019 
22 January
  • Economic Update  - Presented by Kim Mundy, ASB
  • The Journey to Derivatives Issuer Licence - David Osborne, FMI SIG Convenor, FCZ & CMInstD

26 February
  • Economic Update  - Presented by Jane Turner, Senior Economist, ASB
  • NZ Equity Update - Presented by Chris Dibble, Director, Research and Communications, Colliers International
  • Investment Governance - Presented by Chris Douglas, Principal Fi360 Pacific

26 March
  • Economic Update - Presented by Nathan Penny, Senior Rural Economist, ASB
  • Employment Law Update - Presented by Alison Maelzer, Partner, Hesketh Henry
  • Emerging Markets update - Presented by Ally Cui, Director, Private Wealth Adviser, JBWere

23 April
  • Economic Update - Presented by Mark Smith, Senior Economist, ASB Bank
  • Property Update - Presented by Chris Dibble, Director Research and Communications, Colliers International
  • Make Work Optional- Presented by Peter Lee, C2C Partners

28 May
  • Economic Update - Presented by Mark Smith, Senior Economist, ASB Bank
  • NZ Bond Update - Presented by Iain Cox and Mia Prkusic, ANZ Investments
  • Art versus Science of Investment - Presented by Alister Van Der Maas, Managing Director, Russell Investments

25 June
  • Economic Update- Presented by Jane Turner, Senior Economist, ASB Bank
  • NZ Property Update - Presented by Chris Dibble, Director Research and Communications, Colliers
  • Legislative Changes in the Financial Services Sector - Presented by Nick Beresford and David Ireland, Kensington Swan

23 July
  • Economic Update - Presented by Nick Tuffley, Chief Economist, ASB Bank
  • Accounting Update - Presented by Jason Stinchcombe, Audit and Technical Partner, RSM New Zealand
  • Responsible Investing - Presented by Matt Mimms, The Investment Store

27 August
  • Economic Update - Presented by Mike Jones, Senior Economist, ASB Bank
  • Property Update - Presented by Chris Dibble, Director, Research and Communications, Colliers
  • NZ Equity Update - Presented by Tony Connolly, Director, Wealth Management Adviser, Jarden
  • Trust Update - Presented by Emma Tonkin, Partner, Hesketh Henry
  • Startup Environment in New Zealand - Presented by Jack McQuire, Partner, Icehouse Ventures

24 September 
  • Economic Update - Presneted by Mike Jones, Senior Economist, ASB Bank
  • The Current Banking Environment- Presented by Neil Bradley, Treasurer, Bank of New Zealand
  • Equity Investing in a Low Interest Rate Environment - Presented by Shane Solly, Director, Portfolio Manager, Harbour Asset Management

22 October
  • Economic Update - Presneted by Mike Jones, Senior Economist, ASB Bank
  • Accounting Update - Presented by Jason Stinchcombe, Audit and Technical Partner, RSM
  • The Butter fly Effect - Presented by Clayton Coplestone, Director, Heathcote Investment Partners

26 November
  • Economic Update- Presented by Mike Jones, Senior Economist, ASB Bank
  • Property Update- Presented by Chris Dibble, Director, Research and Communications, Colliers
  • NZ Equity Update - Presented by Tony Connolly, Director, Wealth Management Adviser, Jarden
  • The Value of an Adviser - Presented by Matthew Arnold, Director – NZ Institutional, Russell Investments


Topics from 2018 

23 January
  • Economic Update  - Presented by Kim Mundy, ASB
  • NZ Property Sector - Presented by Leo Lee, Colliers International
  • NZ Equity Markets - Presented by Tony Connolly, FNZC

27 February
  • Economic Update  - Presented by Nick Tuffley, ASB
  • NZ Property Update - Presented by Alan McMahon
  • NZ Equity Markets - Presented by Tony Connolly, FNZC 
  • Trust Update - Mary Joy Simpson & Alice Eager, Hesketh Henry
  • AML/CFT - What accountants need to know - Richard Manthel, AML Solutions.

27 March
  • Economic Update - Presented by Kim Mundy, Economist, ANZ Bank
  • Blockchain - how banks are using it to reduce admin and double handling - Presented by Reuben Tucker, Head of Transactional Banking, ANZ
  • Australasian Equity Market Update - who are the stand out performers - Presented by Shane Solly, Director, Harbour Asset Management

24 April  
  • Economic Update  - Presented by Kim Mundy, ASB
  • NZ Property Update - Presented by Alan McMahon, Colliers International  
  • NZ Equity Markets - Presented by Tony Connolly, FNZC 
  • Finance Companies in 2018 - Presented by Mark Collins, Liberty Finance

22 May   
  • Economic Update  - Presented by Nick Tuffley, ASB
  • Financial Services Council(FSC) - Presented by Haydee Stroud,
  • Investment Themes, markets and Economic Issues - Presented by Mark Lister, Craigs Investment Partners

26 June  
  • Economic Update  - Presented by Mark Smith, ASB
  • NZ Property Update - Presented by Leo Lee, Colliers International  
  • NZ Equity Markets - Presented by Tony Connolly, FNZC 
  • General Accounting Technical update - Presented by Jason Stinchcombe, RSM
  • FMA Update - Presented by Jeromy Meerman, FMA

24 July
  • Economic Update  - Presented by Kim Mundy, ASB
  • Employment Law Update - Presented by Alison Maelzer, Hesketh Henry  
  • Challenges facing Bank Treasurers - Presented by Neil Bradley, BNZ

28 August
  • NZ Property Update - Presented by Chris Dibble, Colliers International
  • NZ Equity Update - Presented by Tony Connolly, FNZC  
  • Domestic and Global Bonds - Presented by Iain Cox, ANZ Investments

25 September
  • Economic Update  - Presented by Kim Mundy, ASB
  • How to help clients get income and growth in a low-income world - Presented by Peter Corban, Craigs Investment Partners
  • Financial Services Council (FSC) - Presented by Haydee Stroud and David Bishop, FSC 

23 October
  • Economic Update  - Presented by Nick Tuffley, ASB
  • Technical Update - Presented by Jason Stinchombe, RSM NZ
  • AGM
  • The case for Active Investing - Presented by Clayton Coplestone, Heathcote Investment Partners

27 November
  • Economic Update - Presented by Kim Mundy, ASB
  • NZ Property Update - Presented by Chris Dibble, Colliers International
  • NZ Equity Update - Presented by Tony Connolly, FNZC 
  • Carbon Exposures in Investment Portfolios - Presented by Ronal Prasad and Noah Schiltknect, Russell Investments.
Chartered Accountants ANZ Conference Centre
Ground Floor, Carlaw Park
12-16 Nicholls Lane
Parnell 
Auckland 1010

Committee Members

Chair:
Scott Coles


EVENT DETAILS


Topic: Member Regional Events

Sub-Topic: Special Interest Group

Format: Seminar

CPD: Upto 22 hours