Upcoming Events

Conference Keynote Lunch and Learn Series: Brian Pisaneschi, CFA

Our April 2026 session features a recording of Brian Pisaneschi’s Automation Ahead: Applying GenAI in Financial Services, followed by a facilitated discussion with Shane Solly, CFA. At the 2025 Conference, Brian delivered a thought-provoking session on how Generative AI is reshaping financial services and what it means for investment professionals.  Drawing on insights from the  CFA Institute Automation Ahead series , the session explores how rapid advances in GenAI are transforming risk management, regulatory reporting, investment analysis, and client engagement. Key themes include: How GenAI is accelerating automation across investment and operational workflows The evolving skillsets required to work effectively with AI Practical tools and techniques for implementation in real-world settings 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 is event is exclusively available to CFA Society New Zealand members and is limited to 20 participants. 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.

Online | Conference Keynote Lunch and Learn Series: Brian Pisaneschi, CFA

Our April 2026 session features a recording of Brian Pisaneschi’s Automation Ahead: Applying GenAI in Financial Services, followed by a facilitated discussion with Shane Solly, CFA. At the 2025 Conference, Brian delivered a thought-provoking session on how Generative AI is reshaping financial services and what it means for investment professionals.  Drawing on insights from the  CFA Institute Automation Ahead series , the session explores how rapid advances in GenAI are transforming risk management, regulatory reporting, investment analysis, and client engagement. Key themes include: How GenAI is accelerating automation across investment and operational workflows The evolving skillsets required to work effectively with AI Practical tools and techniques for implementation in real-world settings 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 is event is exclusively available to CFA Society New Zealand members register for your online ticket now.  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.

Reimagining Global Equity Allocation: A Factor-Based Framework for Country Investing

Join us for this must-attend online session, where Sailesh S. Radha will share insights on the evolving landscape of global equity investing. Hosted by JD Van Heerden, CFA, this   webinar   explores the structural shift towards   allocating   capital across countries and regions rather than individual securities.   Global equity investing is undergoing a significant transformation, raising an important question: can country allocation be approached systematically, with the same rigor as stock-level factor investing? This session presents a research-driven framework for country investing, extending established equity factors—such as value, momentum, size, and reversal—to the country level.   Drawing on academic literature and empirical evidence, the discussion will highlight how country-level return patterns can be   modeled   to support disciplined allocation decisions. It will also address the limitations of traditional approaches, which are often either purely statistical or highly discretionary, and introduce a structured way to incorporate macroeconomic insights into the investment process.   Overall, the   webinar   provides both a conceptual and practical framework for global equity allocation, linking factor-based insights with macroeconomic context in a systematic and transparent manner.   Participants will be able to:   Understand the structural shift toward country-level allocation   Explain how equity factors extend to country indices   Interpret the economic intuition behind country-level factors   Recognize the limitations of traditional factor and macro approaches   Evaluate a systematic framework for global equity allocation   Who should attend:   Portfolio managers and asset allocators   Equity and macro research analysts   Investment strategists   CFA   charterholders   and candidates  

WHAT'S HAPPENING IN POLICY, THE ECONOMY, AND INVESTMENT MARKETS

As the Government prepares to unveil its Budget, what lies ahead for monetary and fiscal policy? How will these decisions shape the economy and investment markets? Join  Christina Leung, CFA , Deputy Chief Executive & Principal Economist,  NZIER ;  Eric Crampton , Chief Economist.  The NZ Initiative  and  Simon O'Grady , Chief Investment Officer,  Booster  for an exclusive pre-budget briefing where they decode the trends, risks, and opportunities that matter most. Why Attend? Gain expert insights into the economic outlook and policy direction. Understand implications for businesses, investors, and households. Prepare for the changes that could impact your financial decisions.   When and where: WELLINGTON 29 April 2026 12.00 pm to 2.00 pm Light Lunch Provided CFA members are Complimentary to this INFINZ event.