Upcoming Events

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.

Sean Keane: Rewiring the Global Order

CFA Society New Zealand is pleased to host an evening with Sean Keane exploring the geopolitical and structural shifts reshaping the global economy and investment landscape. In Rewiring the Global Order , Sean will examine the rise of slowbalisation, increasing strategic fragmentation, and the growing global focus on gold and hard assets amid heightened geopolitical and economic uncertainty. Drawing on more than 35 years of experience across international financial markets, Sean brings a unique perspective on macroeconomic policy, liquidity conditions, central bank activity, and the evolving forces influencing global capital markets.

Webinar | FMA Financial Conduct Report 2026

Join CFA Society New Zealand, INFINZ and New Zealand Private Capital for an exclusive webinar on the FMA's second FCR. Clare Bolingford , Executive Director Licensing and Conduct Supervision and John Horner , Director of Markets, Investors and Reporting will discuss the release of the FMA's second annual Financial Conduct Report, which lays out the FMA's regulatory priorities for 2026/27 and reflects on the impact of its activity over the last 12 months. The Financial Conduct Report is the FMA's annual publication for the financial industry, including banks, insurers, investment managers, capital markets participants and financial advisers. The report outlines the FMA's regulatory priorities, explains the rationale behind its strategic focus areas and provides observations on regulatory activity over the previous year. The presentation will be followed by a panel discussion and audience Q&A hosted by David Kandziora, CFA, CFA Society NZ's Chair, Jim McElwain , INFINZ Executive Director, and Colin McKinnon , NZPC Executive Director providing attendees with the opportunity to explore the practical implications of the report and discuss key themes affecting New Zealand's financial services sector.

Webinar | Stewardship Code and State of Stewardship: Jackson Rowland

Join CFA Society New Zealand for a webinar exploring the latest developments in stewardship in New Zealand and globally. Presented by Jackson Rowland , Director of the Aotearoa New Zealand Stewardship Code Secretariat. Institutional investors are increasingly expected to engage with the companies they own – but what does active stewardship actually look like in New Zealand, and is it making a difference? Drawing on findings from the 2026 State of Stewardship Report, Jackson will provide an update on stewardship activity across the New Zealand market, including engagement and voting trends, alongside key global developments shaping stewardship practice in markets such as the United Kingdom, Australia and Japan. The session will also provide an overview of the upcoming review of the Aotearoa New Zealand Stewardship Code and opportunities for industry participation.