Upcoming Events

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.

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.