Four masterclasses will be held on the day of our gala forecast dinner.  There will be different panellists for each topic.

Date: Monday 21 October 2019
Venue: ANZ, Albert Street Auckland
One CPD hour for each masterclass

To register

  • Email info@cfasociety.org.nz.  We will handle the details and invoice you (you can pay by credit card).
  • Please advise for each attendee: name, email, job title, employer, membership if applicable, masterclasses to attend

Pricing (+GST)

Member; CFA Society NZ and INFINZ, one seminar: $30.00 
Discounted price per seminar for two or more seminars: $25

Non-member, one seminar: $50.00
Discounted price per seminar for two or more seminars: $42.50

Candidate, one seminar: $22.50
Discounted price per seminar for two or more seminars $20.00

Corporate bookings of 8 or more will be invoiced at $25 per person, per seminar

Masterclass one
The acceleration of New Zealand venture capital industry ambitions

12.10-1.20pm, registration from 12pm

Panellists:

  • Colin McKinnon – Moderator (Executive Director, New Zealand Private Capital)
  • Suse Reynolds (Executive Director, Angel Association NZ) 
  • Joanne Mills (Co-Founder / President Product and Client Strategy, Career Engagement Group (Fuel50 Career)
  • Owen Woodhouse (Investment Manager, NZVIF)
  • David Beard (Partner, MOVAC)

Masterclass two
Is private equity challenging the public markets?

1.30-2.40pm, registration from 1.20pm

Panellists:

  • Brad Wheeler – Moderator (Partner, EY)
  • Andrew Frankham (Director and CFO, Direct Capital and Chair New Zealand Private Capital)
  • Nigel Bingham (Managing Director, Pencarrow Private Equity)
  • Stuart Millar (CIO, Smartshares)

Masterclass three
Hedge funds/ fund of funds; Alpha generation in a low interest rate environment

3.00-4.10pm, registration from 2.50pm

Panellists:

  • Francois Richeboeuf – Moderator (Senior Portfolio Manager, BT Funds)
  • Matthew Goodson (Managing Director, Salt Funds Management)
  • Greg Peacock (Associate, MyFiduciary)
  • Mark Houghton (Manager and Co-founder, King Tide Asset Management)

Masterclass four
Real assets; a class of their own?

4.20-5.30pm, registration from 4.10pm

Panellists:

  • Philip Houghton-Brown – Moderator (Chief Investment Officer, Mercer Funds NZ)
  • Peter Mence (CEO, Argosy Property)
  • Joseph Titmus (Portfolio Manager/Analyst, Global Listed Infrastructure, AMP)
  • Tim Brown (Morrison & Co)

Click here for a selection of speaker biographies

Thanks to ANZ for sponsoring the masterclass seminars

Note: In the evening of 21 October is CFA Society New Zealand’s gala forecast dinner find out more / register