MASTERCLASS #1
PRIVATE EQUITY – ADDING INNOVATION AND HIGH-PERFORMING ASSETS

31 October, 12:30–2:30pm

Hear insights from Ross George on investing in growth oriented private companies and/or facilitating a sell-down or change of ownership involving management as shareholders.

In the second part of the seminar Richard Wood and David Kandziora will provide observations, including case studies, on evolving PE holding periods, deal structures and deal multiples. They will also look at:

  • M&A gulf between PE capital and SME owners looking to sell.
  • Smart Capital – what does it really mean?
  • Structured investments

Speakers

Ross George is the Managing Director of Direct Capital, New Zealand’s leading private equity fund, founded in 1994. Direct Capital invests in Australian and New Zealand private companies, providing capital to grow and continue creating value, and has invested in over 70 companies in New Zealand and Australia.
Ross has been involved in the private equity and venture capital industry in Asia, Australia and New Zealand since 1987. He played a key role in establishing the private equity industry in New Zealand and was a driver behind the formation of the New Zealand Venture Capital and Private Equity Association. Ross has been involved as an investor and director in many private companies, and is currently a director of Bayleys Real Estate, Fishpond and Perpetual Guardian.

Richard Wood is the Managing Partner of Three Sixty Capital Partners Limited, a boutique investment bank specializing in mid-market M&A transactions in Australasia. Richard has had an extensive corporate finance background with previous roles including: Chief Financial Officer for an Australian private equity firm, NZ Manager for a boutique investment bank, Group Treasurer of a NZ listed electricity distribution company.
Richard has been responsible for several innovative and market leading transactions throughout his 30 year career including arranging, financing and structuring numerous M&A transactions, large and small, across various sectors.
Richard is a Chartered Accountant (CAANZ) and a Certified Treasury Professional (INFINZ).

David Kandziora is a Director at Three Sixty Capital Partners Limited with experience covering mergers and acquisitions, business valuation, business strategy, capital budgeting, financial modelling and analysis, deal structuring, and project management.
He has completed work for funds, management consultancies and financial advisory firms from the UK, US, EU, MENA and across Australasia. David has particular experience in the infrastructure, energy / utility and technology sectors and has worked with early-stage companies through to multinational conglomerates.
David is a CFA charter-holder, qualified business appraiser and enrolled barrister and solicitor of the High Court of NZ.

MASTERCLASS #2
FINTECH LENDING

31 October, 3.00–5.00pm

Money, banking, jobs it’s a revolution not an evolution – how will NZ Inc fare?

This two-hour Masterclass seminar will investigate the latest developments in Fintech Lending.Open-banking will be live mid-2019, customers will own their data and more importantly will have a means of controlling and sharing it. There is a race to automation and customer experience with traditional businesses attempting to ditch legacy channels and start up challenger models gaining momentum. Financial Services will be at the forefront of labour force change with at least half the current jobs gone within 10 years – how will NZ Inc adapt and take advantage of this opportunity? Hear from the founder and Joint CEO of Harmoney, Australasia’s largest and fastest growing consumer lending and investment platforms.

Following his presentation Neil will moderate a panel discussion.

Speaker

Neil Roberts is an entrepreneur and financial services business leader with a strong appetite for innovation, and a track record of delivering outstanding shareholder growth and customer experience.
As the Founder and Joint CEO of Harmoney, Australasia’s leading lending marketplace, Neil has created healthy competition in the financial services industry and his helping Kiwis and Aussies achieve better financial outcomes.
To-date, Harmoney has facilitated more than $780 million in lending, assessed more than $5.3 billion in loan applications and paid more than $103 million in interest to Lenders via its marketplace. A fintech company still in challenger and investment mode within a fledgling sector, Harmoney has created weightless exports, highly skilled and highly paid employment, and valuable investment opportunities while driving profitable growth in only four years of operation.
Educated in Wales, Neil launched Pacific Retail Finance Direct in 2001, achieving $100 million in profit over five years. Ultimately heading the business as GM, Neil was responsible for over 400 staff and a balance sheet of $750m in assets. He then joined financial solutions business FlexiGroup, as Head of Sales and Business Development. In the role he led a team of more than 80 with $30m profit and $200 million sales responsibility, driving development and delivering double digit revenue growth.
A YPO and Fintech NZ member, Neil has a passion for digital disruption and the use of tech to drive frictionless customer experience. In creating Harmoney, he brought back together a core team of people that had been led by him before. He is regarded as an industry leader for fintech across Australasia.

Event details

  • Light refreshments are included at both seminars
  • Venue: Stamford Hotel, Albert Street, Auckland
  • Cost per seminar: CFA and INFINZ members $50 (+GST), Non-members $85 (+GST), Group books of 8+ $50 (+GST)
  • Note the workshops will be followed by CFA Society New Zealand Gala Forecast Dinner

Register now

Click on the link(s) below to register online:
Masterclass #1, Private equity
Masterclass #2, Fintech lending

For group bookings or to be invoiced, please email info@cfasociety.org.nz