Auckland Financial Markets and Investment SIG 2022
**Members and visitors must be fully vaccinated against COVID to attend CA ANZ offices or workplaces.
CA ANZ employees attending events, activities or workplaces will have shown that they are vaccinated.
CA ANZ has during the COVID-19 pandemic acted to ensure the safety, health and wellbeing of our people, members, and guests and to help protect the more vulnerable members of our community.
Our position is informed by an assessment of public health orders, our own operational health and safety risks and the views of our people.**
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.
CA ANZ employees attending events, activities or workplaces will have shown that they are vaccinated.
CA ANZ has during the COVID-19 pandemic acted to ensure the safety, health and wellbeing of our people, members, and guests and to help protect the more vulnerable members of our community.
Our position is informed by an assessment of public health orders, our own operational health and safety risks and the views of our people.**
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
Also available on live webcast
Annual Purchase (Jan-Dec)
Price includes 11 session per year.
Member $225
Non-Member $300
Casual Session Purchase
Member $56
Non-Member $70
Tuesday, 25 January 2022
Tuesday, 22 February 2022
Tuesday, 22 March 2022
Tuesday, 26 April 2022
Tuesday, 24 May 2022
Tuesday, 28 June 2022
Tuesday, 26 July 2022
Tuesday, 23 August 2022
Tuesday, 27 September 2022
Tuesday, 25 October 2022
Tuesday, 22 November 2022
Tuesday, 22 February 2022
Tuesday, 22 March 2022
Tuesday, 26 April 2022
Tuesday, 24 May 2022
Tuesday, 28 June 2022
Tuesday, 26 July 2022
Tuesday, 23 August 2022
Tuesday, 27 September 2022
Tuesday, 25 October 2022
Tuesday, 22 November 2022
Topics for 2022
25 Jan 2022
26 Jan 2021
25 May 2021
22 Jun 2021
28 Sep 2021
26 Oct 2021
Topic for 2020
28 January
25 February
28 April
26 May
23 June
28 July
25 August
22 September
27 October
24 November
Topics from 2019
22 January
26 February
26 March
23 April
28 May
25 June
23 July
27 August
24 September
22 October
26 November
Topics from 2018
23 January
27 February
27 March
24 April
22 May
26 June
24 July
28 August
25 September
23 October
27 Nov 2021
25 Jan 2022
- Markets update - Mark Brighouse, Chief Investment Strategist, Fisher Funds
- Sustainability and the non-financial reporting landscape - Presented by Karen McWilliams FCA, Business Reform Leader, Chartered Accountants Australia & New Zealand
- Real Estate Markets Update - Ian Little, Associate Director - Research, Colliers
26 Jan 2021
- 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
- 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
- Property Update - Presented by Ian Little, Associate Director of Research, Colliers International
- Global Markets Update - Presented by Matthew Arnold, Director, NZ Institutional, Russell Investments
- Economic Update - Chris Tennent-Brown, Senior Wealth Economist, ASB
- Retirement Commissioner New Approach - Jane Wrightson, NZ Retirement Commissioner
25 May 2021
- Economic Update - Chris Tennent-Brown, Senior Wealth Economist, ASB
- The impact of the standard on valuations and impairment testing - Owen Wang, IFRS 16
22 Jun 2021
- 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 - Scott O'Ryan, Business Development Manager - Investor Services, Russell Investments
28 Sep 2021
- 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
26 Oct 2021
- Australia/global Share Market Update - Mark Devcich, Chief Investment Officer & Portfolio Manager, Pie Funds
- Update from farm investment - 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 Update - Sladjana Freakley, Senior Manager, EY & Aaron Quintal, EY
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 Nov 2021
- 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
Or
Live Webcast
A message to members regarding COVID-19 vaccinatons
Members and visitors must be fully vaccinated against COVID to attend CA ANZ offices or workplaces.
CA ANZ employees attending events, activities or workplaces will have shown that they are vaccinated.
CA ANZ has during the COVID-19 pandemic acted to ensure the safety, health and wellbeing of our people, members, and guests and to help protect the more vulnerable members of our community.
Our position is informed by an assessment of public health orders, our own operational health and safety risks and the views of our people.
Ground Floor, Carlaw Park
12-16 Nicholls Lane
Parnell
Auckland 1010
Or
Live Webcast
A message to members regarding COVID-19 vaccinatons
Members and visitors must be fully vaccinated against COVID to attend CA ANZ offices or workplaces.
CA ANZ employees attending events, activities or workplaces will have shown that they are vaccinated.
CA ANZ has during the COVID-19 pandemic acted to ensure the safety, health and wellbeing of our people, members, and guests and to help protect the more vulnerable members of our community.
Our position is informed by an assessment of public health orders, our own operational health and safety risks and the views of our people.
Committee Members
Chair:
Scott Coles
Committee:
Kaison Chang
Carey Tasker
EVENT DETAILS
Topic: Member Regional Events
Sub-Topic: Special Interest Group
Format: Seminar
CPD: Upto 22 hours