Upcoming Events

Annual General Meeting 2025 and Charterholder Graduation

Celebrate this year’s newest Charterholders at the CFA Society New Zealand AGM and Graduation Ceremony. Join us as we celebrate this year’s CFA Charterholders and recent CFA Programme graduates at the   CFA Society New Zealand Annual General Meeting and Graduation Ceremony . This is a wonderful opportunity to connect with fellow members, meet new Charterholders, and celebrate milestones within our investment community. Friends and family are warmly welcome to attend the Graduation Ceremony   (to ensure all graduates can invite guests, please register for a maximum of 2 guests per graduate). Charterholders, please register for the Graduation Ceremony by 4pm, Friday 14 November   to ensure we can present you with your certificate.   Registrants after this date may not receive a certificate at the ceremony.   Registations close 26 November for all.

CFA Society New Zealand Investment Conference | Navigating Uncertainty

Uncertainty is everywhere - but so is opportunity. Join us at the CFA Society New Zealand Investment Conference 2025, Thursday, 4 December at Auckland’s landmark Grand Millennium. This is your chance to connect with leading minds in the investment industry, gain fresh insights into navigating today’s dynamic markets, and be inspired by cutting-edge ideas and innovations. Whether you’re looking to expand your professional network, sharpen your skills, or stay ahead of the latest trends, this conference is the must-attend event for investment professionals in New Zealand. This year’s theme, Navigating Uncertainty, speaks to the challenges and possibilities shaping our markets: geopolitical volatility, shifting demographics, climate change, and rapid technological transformation. In one high-impact day, you’ll hear from global authorities who’ve operated at the highest levels - from the White House to MI6-and walk away with practical strategies you can apply immediately. Why You Can't Miss This • Elite Global Expertise: Direct access to world-class thought leaders with real impact at the White House, MI6, Fortune 500 boardrooms, and beyond. • Actionable, Game-Changing Insights: Walk away with pragmatic skills and breakthrough strategies designed for immediate real-world application. • High-Energy, Enjoyable Format: Experience dynamic sessions, hands-on learning, and memorable networking in a vibrant, inspiring atmosphere. • Unrivaled Connections: Build your network with the brightest minds in New Zealand’s investment community and international experts. • Total Value: All registration tiers include gourmet catering and an exclusive evening networking function - because great ideas happen over great food. Speaker Highlights - What You’ll Get • Dr. Pippa Malmgren : Soak up bold, practical lessons from a former White House advisor and global economic strategist - master the tools to interpret world economies, mitigate risk, and harness technological innovation. •  Matthew Dunn : Unlock the secrets of strategic agility from a celebrated ex-MI6 intelligence officer, bestselling author, and media consultant - perfect your skills in risk assessment, decision-making, and thriving under pressure. •  James Ware, CFA : Take home proven frameworks and actionable tools from a respected industry leader - supercharge your investment approach and team performance to achieve winning results in rapidly shifting markets.  This is your chance to learn directly from top-tier global experts - not just theory, but the high-impact skills and insights that will set you apart. Our keynote speakers will be joining us in person, giving you the opportunity to engage with them directly throughout the conference. Ready to elevate your expertise, career, and connections? This is THE high-energy, high-value investment event of the year. Register today and be part of New Zealand’s unmissable investment experience! Warm regards, CFA Society New Zealand Conference Team Contact us Sponsorship enquiries:  [email protected] Registration enquiries:  [email protected]