Upcoming Events

Winter Warmer Networking Drinks - Christchurch

Warm up your winter with CFA Society's Winter Warmer Networking Drinks  Join us for an evening of relaxed networking and warm conversation at our Winter Warmer Networking Drinks . Whether you're reconnecting with familiar faces or expanding your professional circle, it's the perfect chance to unwind with fellow members and industry peers over a drink or two. Christchurch - 24th July 5.00pm, Dux Central

Inside the Code: How Stewardship is Reshaping Investment in New Zealand

For this webinar we’ll be joined by Jackson Rowland, the Director of the Aotearoa New Zealand Stewardship Code, who'll provide an update on the rapidly evolving stewardship landscape in New Zealand. Since the launch of the Code in 2022, stewardship has now become the most common responsible investment strategy in New Zealand, with managers of majority of NZ’s Assets under Management already signed up to the Code. This is leading to marked changes in the way investors manage risks, and work with the companies they invest in. And these changes mirror global practices, where stewardship continues to be a key part of best practice investor management. This webinar will summarise stewardship both in New Zealand and internationally, and provide an insight into where stewardship is heading in the future, as investors continue to navigate risks and opportunities to preserve long term value.

Investment Market Update and Derivatives

How Physical Commodity Traders Manage Risk and Create Value: The Intersection of Financial and Physical Markets Join us for a Market update with David Kandziora, CFA, CAIA, Chair CFA Society New Zealand and Senior Relationship Manager Russell Investments and Tom Soutter, CFA, Senior Trader at Czarnikow Group. Commodity markets are often associated with futures curves and macro cycles, but value is also created on the ground throughout the supply chain. This session will be a look into the world of physical commodity trading, using dairy as a case study, to explore some practical levers which can be used to manage risk and add value for clients in the real economy. We’ll examine how logistics, storage, arbitrage, and timing form the foundation of an optimised physical deal, and how this foundation can be complemented by tailored derivative overlays to enhance client outcomes.

SAVE THE DATE | CFA Society New Zealand Investment Conference | Navigating Uncertainty

We are delighted to announce that the CFA Society New Zealand Investment Conference will be held in Auckland on Thursday, 4 December. This is your chance to connect with leading minds in the investment industry, gain fresh insights into navigating today’s dynamic markets, and be inspired by cutting-edge ideas and innovations. Whether you’re looking to expand your professional network, sharpen your skills, or stay ahead of the latest trends, this conference is the must-attend event for investment professionals in New Zealand. Don’t miss out - mark your calendar now and stay tuned for exciting updates on speakers, sessions, and registration details. We can’t wait to welcome you! Theme: Navigating Uncertainty We are living in an era defined by global uncertainty - political unrest, shifting demographics, trade tensions, climate change and evolving socioeconomic dynamics are creating volatility that challenges even the most seasoned investors. Navigating this environment can feel like steering through stormy seas, with each wave bringing new complexities. Yet, at the same time, we stand on the brink of remarkable technological innovations and transformations, promising new ways of thinking, new markets, and boundless opportunities. This is a time of both challenge and optimism, and the need for resilience, flexibility, and agility has never been greater. Join us as we explore how to chart a course through these turbulent times - drawing on strong foundational skills, embracing new insights and capabilities, and upholding the highest standards of ethics, education, and fiduciary responsibility that define the CFA mission. Stay tuned for more details, including registration information and speaker announcements. To join our conference mailing list click the link below