• In conjunction with the INFINZ Conference
  • Gain key industry insights
  • Network with finance peers
  • Play the industry version of the Price is Right and make your forecasts for 2019
  • Craig Stobo will MC the session with Bill English – see Craig’s bio below
  • Join a table with other CFA Charterholders

Venue: Stamford Hotel, Albert Street, Auckland
Date: 31 October 2018, from 6pm
Price:  From $150 (+GST)
Includes drinks, canapés and a three-course meal
Please contact us to register: Email info@cfasociety.org.nz for table bookings and to be invoiced for tickets, or purchase online

Sir Bill English Former Prime Minister and Minister of Finance

Craig Stobo

Craig Stobo (pictured above) was educated at Waitaki Boys High School (Milner Prize); Otago University (BA Hons First Class in Economics); and Wharton Business School, University of Pennsylvannia (Advanced Management Programme).

He has worked as a diplomat for the NZ and Australian Governments; as an economist for DFC/Zealcorp; as an interest rates products manager for Bankers Trust NZ; and also as CEO and Executive Vice President for BT Funds Management NZ Ltd after leading its establishment in 1992.

He has chaired the Government’s Review of the Taxation of Investment Income in 2004 which led to the PIE tax regime which underpins the managed funds (including Kiwisaver superannuation) industry; chaired the Government’s International Fund Services Development Group in 2010 which led to tax changes to facilitate a funds domicile; chaired the Establishment Board of the Local Government Funding Agency (LGFA) prior to its incorporation in December 2011; was a member of the External Challenge Group to peer review the Crown’s 2018 Wellbeing Investment Statement; and contributed advice to Treasury on the Coalition’s proposed $100m Green Fund.

His independent public company directorships include chairing the Local Government Funding Agency, AIG Insurance New Zealand Ltd, and the NZX –listed companies Precinct Properties New Zealand Ltd, and Fliway Group Ltd (until its delisting in January 2018).

Craig also has private equity and directorship interests in inter alia global equity investor Elevation Capital Management; national investment advisory firm Saturn Portfolio Management; oyster farmer and exporter Biomarine Ltd; and specialist Bannockburn grape grower Legend Terrace Ltd.


Thanks to Kaplan Schweser for sponsoring a candidate table at the dinner