Upcoming Events

Mercer CFA Global Pension Index Report 2025 – Insights for New Zealand

Join us for an exclusive session on the Mercer CFA Global Pension Index Report 2025, the world’s leading benchmark for pension system performance. This year’s report provides critical insights into how retirement systems are evolving globally and what it means for New Zealand’s financial landscape. Gain expert perspectives from Tim Jenkins, FIAA lead author of the report and a recognised authority in pension system analysis. Preview the full report here:  Mercer CFA Global Pension Index 2025 Register now  to secure your spot!   Key Highlights and Feature Chapter Spotlight:   With governments worldwide considering measures to regulate, restrict, or influence private pension fund investments, this year’s feature chapter reviews current policies, the rationale behind them, and principles for balancing participant interests with broader national priorities. The discussion will cover:   The latest global rankings and trends shaping pension sustainability, adequacy, and integrity.    The implications for investment strategies and policy development in New Zealand.   Direct and indirect restrictions on pension fund assets, OECD findings on ceilings and the prudent person principle.   The growing debate on pension funds’ role in supporting long-term societal and economic goals.

Back to Business Summer Networking Drinks - Auckland

Kick off 2026 with our member Back to Business Summer Networking Drinks—a relaxed opportunity to reconnect after the break and catch up with peers from across the profession. This informal gathering is a great way for members to start the year by re-engaging with the community. Candidates registering to attend, please note that priority will be given to those progressing through levels II and III of the program. 

Back to Business Summer Networking Drinks - Wellington

Kick off 2026 with our member Back to Business Summer Networking Drinks—a relaxed opportunity to reconnect after the break and catch up with peers from across the profession. This informal gathering is a great way for members to start the year by re-engaging with the community. Candidates registering to attend, please note that priority will be given to those progressing through levels II and III of the program. 

Back to Business Summer Networking Drinks - Christchurch

Kick off 2026 with our member Back to Business Summer Networking Drinks—a relaxed opportunity to reconnect after the break and catch up with peers from across the profession. This informal gathering is a great way for members to start the year by re-engaging with the community. Candidates registering to attend, please note that priority will be given to those progressing through levels II and III of the program. 

Conference Keynote Lunch and Learn Series: Dr Pippa Malmgren

Following the success of the CFA Society New Zealand 2025 Investment Conference , we’re pleased to launch our 2026 Lunch and Learn series , beginning in February with a recording of Dr Pippa Malmgren's presentation , followed by discussion facilitated by David Kandziora, CFA.  The Lunch and Learn series is designed to build on key conference themes and give members the opportunity to engage more deeply with leading thinkers and peers in a smaller, interactive setting.

The CFA Institute Inclusion Code for Aotearoa New Zealand: Why It Matters for Our Profession

An exclusive lunch session for CFA Society members introducing the CFA Institute Inclusion Code for Aotearoa New Zealand, as part of UK-based Sarah Maynard’s visit to New Zealand. The Inclusion Code is designed to support better investment and organisational outcomes by embedding diversity, equity, and inclusion into everyday practice—not as a compliance exercise, but as a leadership and decision-making framework. We are interested to share this with our members, seek your feedback, and understand the difference it could make. The briefing will be led by Sarah Maynard, Global Senior Head of Inclusion at CFA Institute and representatives from CFA Society New Zealand, who will share international evidence on how inclusion strengthens talent management, investment decision-making, risk oversight, and long-term performance, and why this matters for the future of our profession in New Zealand. About the Code The Inclusion Code is a framework designed to help organisations embed diversity, equity, and inclusion into their culture and practices. It supports ethical leadership, professional excellence, and measurable progress, and becoming a signatory can position organisations as leaders in creating a more inclusive investment and financial services industry in New Zealand.

CFA Forecast Lunch 2026 – Featuring: Forecaster of the Year and The Evolving Landscape for KiwiSaver

We’re   pleased to invite you to t he CFA Forecast Lunch — CFA Society NZ’s annual signature event—a highlight on the investment industry calendar.   It’s   a unique opportunity to connect with peers over lunch and engage with thought leaders on the trends shaping markets and portfolios.    Your ticket includes:   Delicious 2-course plated lunch :   drinks on arrival and at your table.   Forecaster of the Year competition : a light-hearted review of the past year. T h e Forecaster of the Year will be   announced,   and attendees will make their predictions for 2027.   There’s   a lot of luck involved so   it’s   not too serious!   Special   Panel   Discussion: KiwiSaver – its evolving role in retirement and investment strategy.   Special Panel Discussion   This year’s lunch features a special panel session on one of the most pressing issues for New Zealand’s financial future:   KiwiSaver – its evolving role in retirement and investment strategy.   Our expert panel includes:   Dr Michelle Reyers, CFA – Policy Lead, Retirement Commission   Liam Dann – Political Commentator & Journalist   Sam Stubbs   –   Managing Director , Simplicity   Moderated by Christina Leung, CFA – CFA Society NZ   Vice Chair   CFA Society New Zealand has determined that this program qualifies for 1 PL credit hour under the guidelines of the CFA Institute Professional Learning program. Register now! For group or table of 10 bookings, please contact   [email protected]