Upcoming Events

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.