CFA Society New Zealand, Investment Conference; Alternative Finance and Alternative Investments

A full-day forum on Alternative Finance and Alternative Investments. Hear from experts and have your questions addressed.

What's it all about?

CFA Society New Zealand is holding its second Investment Conference; a full-day forum on Alternative Finance and Alternative Investments. Connect with other industry professionals and gain information and insights from over thirty experts and contributors.

The Alternative Finance side of the agenda will include presentations on Cryptocurrencies and Blockchain Financial Markets. The Alternative Investments side of the agenda has speakers from key New Zealand entities involved in this sector, followed by sessions on impact investing, venture capital, private equity, real assets and a close look at farming, dairy and forestry. Registrants can pick-and-choose with options to attend presentations and discussions on aspects of Alternative Finance.

For a full list of speakers and the most current agenda, please visit the website www.cfaconference.co.nz You will also find registration details and video clips from the 2017 conference.

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Hilton Auckland, 147 Quay St, Auckland

Wednesday 22 May
8:30am - 6:00pm

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Schedule

8.30am

Breakfast and registration

8.55am

Whakatau / Welcome.

Renata Blair (Independent Director)

9.00am

Welcome by Master of Ceremonies.

Introduction of Dr Jeff Stangl, CFA Society New Zealand Chair and the opening keynote speaker

9.10am

Opening keynote and background theme for the day

Alternative Investments

JOINT MC’s: George Thomson, CFA, CAIA, CIPM (Senior Investment Analyst, BNZ) and,
Francois Richebeouf, CAIA (Senior Portfolio Manager, BT Funds)

Alternative Finance

MC: Glenn Hodgeman (AltFi Australia)

9.40am

Keynote speech; The growth of alternative investments

Jo Murphy (Managing Director and Head of Asia Pacific, CAIA),
Will Goodwin (Head of Direct Investments, Guardians of NZ Superannuation), Martin Goldfinch (Head of Private Markets, ACC)

10.25am

Morning tea and networking

10.55am

Masterclass panel session; “Angels and VCs - the private high growth investing opportunity”

Ground Floor

Suse Reynolds - moderator (Executive Director, Angel Association NZ), Debra Hall (Independent Director), Lance Wiggs (Director/Manager, Punakaiki Fund), Simon Ansley (Investment Director, Companies, NZTE), Dr. Will Barker (Co-founder and CEO, Mint Innovation), Carl Jones (CEO, WNT Ventures)

10.55am

Keynote speech; Micro finance

First Floor

Corinne Proske (General Manager, Retail and Online, Good Shepherd Microfinance)

11.40am

Masterclass panel session; Private equity

Ground Floor

Amy Ellis - moderator (Partner, PWC), Ross George (Managing Director, Direct Capital), Nigel Bingham (Managing Partner, Pencarrow Private Equity) other speakers tbc

11.40am

Presentation; Blockchain financial markets

First Floor

Dave Corbett (CEO and Co-founder Chain Financial)

12.25pm

Buffet lunch and networking

1.15pm

Keynote speech; Real assets - part one

First Floor

1.15pm

Presentation; Cryptocurrencies – a viable alternative investment?

Ground Floor

Dr Prash P (CEO, Caleb and Brown)

2.00pm

Keynote speech; Real assets - part two (direct property)

First Floor

Andrew Williams (Co-Chairman, LJ Partnership)

2.00pm

Masterclass panel session (tbc)

Ground Floor

2.45pm

Afternoon tea and networking

3.15pm

Keynote presentations; Farming, dairy and forestry

First Floor

Susan Kilsby - moderator (Agriculture Economist, ANZ), Con Williams (Head of Investment Research, MyFarm Investments), Che Charteris (CEO, Craigmore Sustainables), Te Kapunga Dewes (CEO – PF Olsen)

3.15pm

Masterclass panel session (tbc)

Ground Floor

4.00pm

Masterclass panel session; Impact investing (measurable social outcomes)

First Floor

John Berry - moderator (CEO and Co-Founder, Pathfinder Asset Management),
Roy Thomson (Managing Director, New Ground Capital) Louise Aitken (CEO, Akina Foundation), Christine Smith (Director, Securitisation, ANZ Bank New Zealand), Temuera Hall (‘Tahito’ JMI Wealth Limited)

4.00pm

Masterclass session; Dairy as an alternative investment and commodity trading

Ground Floor

Conor Steffey (US Trader – Central Portfolio Management, Fonterra Co-operative Group), Tom Soutter (Trader, Fonterra Co-operative Group)

5.00pm

’What’s in store for 2019 and beyond, and summary of the day’

by MCs followed by thank you from CFA Society New Zealand Chair

5.10pm

Cocktail function