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Auckland Financial Markets and Investment SIG 2024



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 online, plus some meetings will also have an in-person option.

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.

Annual Membership
CA ANZ Member: $225.00
Non-Member: $300.00

Casual Registration
CA ANZ Member: $56.00
Non-Member: $70.00

Meeting Dates 2024:

  • Tuesday, 23 January - Online
  • Tuesday, 27 February - Online
  • Tuesday, 26 March - Online
  • Tuesday, 23 April - Online
  • Tuesday, 28 May - Online
  • Tuesday, 25 June - Online
  • Tuesday, 23 July - Mini-conference, in-person
  • Tuesday, 27 August - Online
  • Tuesday, 22 October - Online
  • Tuesday, 26 November - Online

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


EVENT DETAILS


Topic: Member Regional Events

Sub-Topic: Special Interest Group

Format: Seminar

Proficiency Level: All

CPD: Upto 22 hours