Upcoming Events

Investment Strategy in Practice: Complexity & Behavioural Insights

Join Alice Mew, Head of Investment Strategy at Craigs New Zealand, and Rousseau Lötter, Head of Investment Solutions, for a thought provoking discussion on how robust investment strategy is developed and implemented in an increasingly complex and behaviourally driven market environment, hosted by Jennifer Chee, CFA. Alice will share insights into Craigs’ investment philosophy, her views on current market conditions, and the implications for New Zealand investors. She will explore how long term strategic objectives are maintained through periods of heightened volatility, and how disciplined decision making and collaboration across a broad investment team help navigate short term market noise while remaining focused on fundamental value creation. Complementing this perspective, Rousseau will draw on his background in asset allocation, portfolio construction, quantitative risk management, and behavioural finance to examine how investment frameworks are translated into real world portfolio outcomes. His contribution will highlight the role of analytics, risk budgeting, and behavioural awareness in improving investment decisions — particularly in managing biases, uncertainty, and regime shifts across the market cycle. Together, Alice and Rousseau will provide CFA members with a practical view of how strategic intent, behavioural insight, and analytical rigour combine to support resilient portfolio construction and better long term client outcomes. 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, Global Passport event. Exclusively for current CFA candidates and CFA members and Craigs IP invited guests. We look forward to seeing you there. With thanks to Craigs IP

Christchurch Capital Markets Workshop

New Zealand Private Capital invites you to Christchurch Capital Markets Workshop What to Expect An update on global and local markets featuring speakers from Helm Wealth Advisory, EY Parthenon and Contended AI. What will be the impact of global market volatility on institutional investment and domestic financial market? Will the influence of AI, global conflicts and an energy crisis lead to a period of stagflation? And what are the implications for NZ investment markets. David Kandziora , Senior Investment Consultant, Helm Wealth Advisory The latest data from the New Zealand Private Capital Monitor includes the outlook from private capital fund managers. How will private capital perform during a period of slow growth? Which sectors are attracting investor appetite? Suresh Yahanpath , Director - Strategy and Transactions, EY Parthenon Private Equity and Venture Capital funds typically continue to invest during economic slowdowns, but investors may be impatient for liquidity. We ask local fund managers for insight on challenges for innovation and fast-growth businesses. Contented is a Christchurch-based AI SaaS company founded in 2023. Its product turns meetings and conversations into structured business outputs such as minutes, action items, risk registers, and compliance reports, helping teams convert unstructured discussion into usable work faster. It already has more than 200 customers, including Christchurch Airport, Synlait, and Craigs Investment Partners. Contented raised a $4.1 million seed round to expand into the US and UK and scale marketing and engineering. Hannah Hardy-Jones , Co-Founder, Contented AI Join NZ Private Capital and the speakers for an afternoon of insights and networking.   NZ Private Capital reserves the right to refuse any registration at its sole discretion.

Candidate Career Panel

Join us for a CFA Career Pathways Panel, an in-person event designed to give current CFA candidates valuable insight into the diverse career Candidate Career Panel 9 June | 5:30pm-6:30pm | PwC, Auckland CBD Join us for a CFA Career Pathways Panel , an in-person event designed to give current CFA candidates valuable insight into the diverse career opportunities available through the CFA Program. This panel features Anna Boyle, CFA , Jonathan Wall, CFA and John Kells, CFA , and is moderated by Stephanie Peterson, CFA . Representing key CFA specialisations—Portfolio Management, Private Wealth, and Private Markets—they will share their career journeys, day-to-day roles, and how the CFA designation has supported their professional development. Following the panel discussion, stay on for informal networking drinks—an opportunity to connect with fellow candidates, members, and charterholders. Exclusively for current CFA candidates and members. Open to candidates across all CFA Program levels, this is a great chance to explore potential career pathways and build your network. We look forward to seeing you there.

Conference Keynote Lunch and Learn Series: James Ware, CFA

Conference Keynote Lunch and Learn Series: James Ware, CFA 16 June | 12pm-1pm | Craigs Investment Partners, Auckland Our June 2026 session features James Ware’s Navigating Uncertainty , followed by a facilitated discussion with Christina Leung, CFA. For over 25 years, James and his team at Focus Consulting Group have worked with investment leaders to build strong cultures, develop talent, and create high-performing teams. Working closely with leaders across the industry, he brings a practical perspective on the challenges facing investment firms today. In this interactive session, James will share the approaches and practices that have been most effective in helping clients navigate complex and turbulent environments. Key themes include: Leadership and culture in times of uncertainty Building and sustaining high-performing teams Practical approaches to developing talent Real-world insights and takeaways for investment leaders This series builds on key conference themes and provides members with the opportunity to engage more deeply with leading thinkers and peers in a smaller, interactive setting. This event is exclusively available to CFA Society New Zealand members and is limited to 30 in-person participants. Light refreshments will be served from 11:45am, ahead of the event commencing at 12:00pm. 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. We look forward to seeing you there.

Online | Conference Keynote Lunch and Learn Series: James Ware, CFA

Conference Keynote Lunch and Learn Series: James Ware, CFA 16 June | 12pm-1pm | Online Our June 2026 session features James Ware’s Navigating Uncertainty , followed by a facilitated discussion with Christina Leung, CFA. For over 25 years, James and his team at Focus Consulting Group have worked with investment leaders to build strong cultures, develop talent, and create high-performing teams. Working closely with leaders across the industry, he brings a practical perspective on the challenges facing investment firms today. In this interactive session, James will share the approaches and practices that have been most effective in helping clients navigate complex and turbulent environments. Key themes include: Leadership and culture in times of uncertainty Building and sustaining high-performing teams Practical approaches to developing talent Real-world insights and takeaways for investment leaders This series builds on key conference themes and provides members with the opportunity to engage more deeply with leading thinkers and peers in a smaller, interactive setting. This event is exclusively available to CFA Society New Zealand members. 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. We look forward to seeing you there.

The Rise of Women’s Wealth: Investment Implications and the Advisory Ecosystem

The Rise of Women’s Wealth : Investment Implications and the Advisory Ecosystem Wednesday 24 June Attendees: CFA Candidates and Current CFA Candidates A generational shift in wealth is underway. Women are set to control an unprecedented share of private capital—driven by intergenerational transfer, longevity, and an expanding role in investment decision-making and enterprise. This transition is not simply demographic; it has material implications for how capital is managed, advised on, and transferred. Drawing on insights from JBWere’s Growth of Women and Wealth report, this panel convenes senior leaders across wealth, policy, legal and advisory to examine the implications for portfolio construction, risk, governance, and intergenerational planning. The discussion will also consider how advisory models must evolve to better serve women across accumulation, transition, and legacy. Speakers Auckland Anne Rodda, Manager, Philanthropic Services & Family Advisory, JBWere Anna Fitzgibbon, Partner, Deloitte Private Juliet Moses, Partner, TGT Legal Facilitator: Lisa Connor, JBWere With thanks to JBWere for their support. We look forward to seeing you there.

The Rise of Women’s Wealth: Investment Implications and the Advisory Ecosystem

The Rise of Women’s Wealth : Investment Implications and the Advisory Ecosystem Thursday 25 June Attendees: CFA Candidates, Current CFA Candidates, INFINZ and NZ Private Capital Members. A generational shift in wealth is underway. Women are set to control an unprecedented share of private capital—driven by intergenerational transfer, longevity, and an expanding role in investment decision-making and enterprise. This transition is not simply demographic; it has material implications for how capital is managed, advised on, and transferred. Drawing on insights from JBWere’s Growth of Women and Wealth report, this panel convenes senior leaders across wealth, policy, legal and advisory to examine the implications for portfolio construction, risk, governance, and intergenerational planning. The discussion will also consider how advisory models must evolve to better serve women across accumulation, transition, and legacy. Speakers Wellington Anne Rodda, Manager, Philanthropic Services & Family Advisory, JBWere Dr Michelle Reyers, Policy Lead, Retirement Commission Rachel Davies, Therapist, Coach, Facilitator and author of HiMoney Facilitator: Brenda Allen-Browne, JBWere With thanks to JBWere for their support. We look forward to seeing you there.