CFA Society New Zealand

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.