Upcoming Events

The CFA Institute Inclusion Code for Aotearoa New Zealand: Why It Matters for Our Profession

An exclusive lunch session for CFA Society members introducing the CFA Institute Inclusion Code for Aotearoa New Zealand, as part of UK-based Sarah Maynard’s visit to New Zealand. The Inclusion Code is designed to support better investment and organisational outcomes by embedding diversity, equity, and inclusion into everyday practice—not as a compliance exercise, but as a leadership and decision-making framework. We are interested to share this with our members, seek your feedback, and understand the difference it could make. The briefing will be led by Sarah Maynard, Global Senior Head of Inclusion at CFA Institute and representatives from CFA Society New Zealand, who will share international evidence on how inclusion strengthens talent management, investment decision-making, risk oversight, and long-term performance, and why this matters for the future of our profession in New Zealand. About the Code The Inclusion Code is a framework designed to help organisations embed diversity, equity, and inclusion into their culture and practices. It supports ethical leadership, professional excellence, and measurable progress, and becoming a signatory can position organisations as leaders in creating a more inclusive investment and financial services industry in New Zealand.

CFA Forecast Lunch 2026 – Featuring: Forecaster of the Year and The Evolving Landscape for KiwiSaver

We’re   pleased to invite you to t he CFA Forecast Lunch — CFA Society NZ’s annual signature event—a highlight on the investment industry calendar.   It’s   a unique opportunity to connect with peers over lunch and engage with thought leaders on the trends shaping markets and portfolios.    Your ticket includes:   Delicious 2-course plated lunch :   drinks on arrival and at your table.   Forecaster of the Year competition : a light-hearted review of the past year. T h e Forecaster of the Year will be   announced,   and attendees will make their predictions for 2027.   There’s   a lot of luck involved so   it’s   not too serious!   Special   Panel   Discussion: KiwiSaver – its evolving role in retirement and investment strategy.   Special Panel Discussion   This year’s lunch features a special panel session on one of the most pressing issues for New Zealand’s financial future:   KiwiSaver – its evolving role in retirement and investment strategy.   Our expert panel includes:   Dr Michelle Reyers, CFA – Policy Lead, Retirement Commission   Liam Dann – Political Commentator & Journalist   Sam Stubbs   –   Managing Director , Simplicity   Moderated by Christina Leung, CFA – CFA Society NZ   Vice Chair   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. Register now! For group or table of 10 bookings, please contact   [email protected]

Conference Keynote Lunch and Learn Series :Brian Pisaneschi, CFA

Our April 2026 session features a recording of Brian Pisaneschi’s Automation Ahead: Applying GenAI in Financial Services, followed by a facilitated discussion with Shane Solly, CFA. At the 2025 Conference, Brian delivered a thought-provoking session on how Generative AI is reshaping financial services and what it means for investment professionals.  Drawing on insights from the  CFA Institute Automation Ahead series , the session explores how rapid advances in GenAI are transforming risk management, regulatory reporting, investment analysis, and client engagement. Key themes include: How GenAI is accelerating automation across investment and operational workflows The evolving skillsets required to work effectively with AI Practical tools and techniques for implementation in real-world settings 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 is event is exclusively available to CFA Society New Zealand members and is limited to 20 participants. 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.