2023 Investment Conference

CFA Society NZ Investment Conference 2023
Future Focus; Emerging Trends in financial services

On 25 May 2023 CFA Society NZ hosted members, CFA candidates and finance professionals at the Maritime Room, Auckland.  The sold-out event had an outstanding line-up of speakers from New Zealand and overseas.

Our sincere thanks to our speakers, organisers and everyone who contributed to the event.

1. Numbers and narrative: Modelling, story telling and investing

Aswath Damodaran, Professor, NYU Stern School of Business

Video recording
pdf of slides
Aswath Damodaran’s F&P Healthcare (excel) valuation

2. Farm and fortune; Issues shaking up the investment landscape

Kelly Eckhold, Westpac
Dr Sebastian Gehricke, University of Otago
Dr Jacqueline Rowarth, Independent Director

Video recording
pdf of slides  (Kelly Eckhold and Sebastian Gehricke)

3. Behavioral Finance: The third generation; Finding well-being

Meir Statman, Glenn Klimek Professor of Finance, Santa Clara University

Video recording of Meir Statman’s presentation
Meir Statman’s slides

4. Under pressure: The economy and the end of cheap money

Dr Oliver Hartwich, The NZ Initiative
Craig Stobo, Professional Director

Video recording

5. Terminator Finance; Are we ready for robots to take over our portfolios?

Dr Paul Geertsema, University of Auckland
Dr Michele Aghassi, CFA, AQR Capital Management
Kathryn Kerner, NZ Super Fund

Video recording
pdf of slides (Paul Geertsema and Kathryn Kerner)

6. Democratisation or the new wild west? Are online investment platforms levelling the playing field?

Anthony Edmonds, InvestNow
Leighton Roberts, Sharesies
Paul Gregory, Financial Markets Authority
Alister Van Der Maas, CFA, (moderator)

Video recording
pdf of slides

7.  Brace for impact: Finance’s evolution from profit to purpose

Barry Coates, Mindful Money
Maria English, Impact Lab
Justine Sefton, Advisory Board for Impact Investing
John Horrell, CFA, Makao Investments & Director, CFA Society NZ

Video recording
pdf of slides