8.00am
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Conference registration opens
Tea & Coffee on arrival
MC for the INFINZ Conference - Andrew Patterson
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9.00am- 9.10am
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Anthony Quirk - INFINZ Chairman Opens conference
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9.10m - 9.50am
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Plenary
Geraldine McBride
New Zealander Geraldine McBride is a former CEO and President of several regional divisions of SAP (North America, Asia Pacific, Australia New Zealand), and senior Vice President and Global Head of Applications and BPO (cloud mobile and outsourcing services) for Dell. Find out more
Digital disruption – transform or die
- There is a consumer revolution underway. New technologies are transforming the landscape. The consumer is now in charge.
- Asian consumers have embraced digital even faster than in the west, reflected in the indicative US150b plus valuation placed on the Alibaba Group which is rumoured to IPO shortly.
- What is a winning strategy – how do you build your business around the customer? How might your business proactively capitalise on these transformative changes?
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9.50am - 10.30am |
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Plenary
Ulrik Ross Managing Director, HSBC London Global Head of Public Sector & Sustainable Financing Capital Financing, Global Banking and Markets. Find out more
International capital markets and sustainable financing.
Andrew Duncan - Director Capital Financing, HSBC Australia
NZ Commentary
Find out more on Andrew
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10.30am - 10.50am
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Morning tea and networking
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10.50am - 11.25am
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Plenary
Rob Everett CEO, Financial Markets Authority (FMA)
Rob was appointed Chief Executive in November 2013 and joined FMA in February 2014. Find out more
FMA update
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11.25am - 12.00pm
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Concurrent Breakout Sessions
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CBS 1 - Treasury/markets
Craig McIvor CEO, Global Rate Set Systems Ltd
Prior to Global Rate Set Systems Craig was Managing Director, Corporate Management Advice (providing strategic advice to Associations such as AFMA, NZFMA,ASF and ACI); CEO of ASX listed Online Trading System; Executive Director, Australian Associated Press (1995 – 2000) and Australian Manager, AAP Reuters (1990 – 1995). Find out more
This session examines the future of financial market benchmarks such as Libor, Euribor and Tibor in light of regulatory reviews over the last two years and the LIBOR scandal. In particular the session will focus on;
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the practical changes that have affected Euribor and other benchmarks
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how these changes are likely to influence benchmark creation and use in Australia and New Zealand in the future
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challenges faced when moving to transaction based benchmarks
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CBS 2 - Funds/IB/CF/Legal
Matt Whineray BCom, LLB Chief Investment Officer, New Zealand Super Fund (NZSF)
Matt joined the Guardians in 2008 from Credit Suisse (Hong Kong) where he was Headof Financial Sponsor Coverage for non-Japan Asia. Find out more
Allocating Risk among Myriad Global Investment Opportunities
- Using investment themes to drive decision-making
- Investing more directly
- Importance of Environmental, Social and Corporate Governance risk management for a long-term investor.
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12.00pm - 12.30pm
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Concurrent Breakout Sessions
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CBS 1 - Treasury/markets
Danica Hampton Head of Currency Overlay & Solution Sales, National Australia Bank
As Head of Currency Overlay & Solution Sales, Danica is responsible for developing and marketing currency hedging and derivative solutions across Australia and New Zealand. Find out more
A “risk-based approach to currency management” in the context of portfolio management.
- Passive hedging is a great idea in theory. However, in practice currency hedges are not perfect. When the underlying assets are correlated with the currency, then having some FX exposure can provide useful diversification benefits for the entire portfolio.
- But how much FX exposure?
- Can this static “optimal FX exposure” analysis be improved? How can currency hedging be constructed to maximise its diversification benefits, when your portfolio needs it.
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CBS 2 - Funds/IB/CF/Legal
Pip McCrostie Global Vice Chair, Transaction Advisory Services- EY
Pip McCrostie is Global Vice Chair of Transaction Advisory Services (TAS) at EY leading 10,000 TAS professionals around the world and is a member of the EY Global Executive, the organization's highest management body globally. Find out more
Global trends in M&A – Implications for NZ
- There is unprecedented levels of cash on corporate balance sheets. Will this result in a sustained upswing in M&A?
- What are the drivers for M&A globally? If activity is being driven by corporates, what challenges and opportunities are they looking to address through realignment of their portfolios?
- What does the growth in Asian middle classes and the digital revolution mean for corporate activity in Asia Pacific?
- What does this mean for M&A in Australasia?
Please note this session will be delivered via pre-recorded interview.
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12.30pm -1.30pm
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Lunch and networking
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1.30pm - 2.10pm
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Concurrent Breakout Sessions
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CBS 1 - Treasury/markets
Cameron Peter Managing Director, Peter Lee Associates
Consults to the institutional banking and markets divisions of the major domestic and foreign banks operating in Australia and New Zealand. Find out more
The session is a broad ranging look at the wholesale financial markets across Australia and New Zealand from the perspective of the major participants in those markets. Key issues covered will include:
- Trends in market activity and buyer behaviour, including the increasing use of electronic platforms
- Key drivers of client satisfaction
- Feedback on how post GFC regulation might change buyer behaviour
- Key domestic and global issues of concern amongst senior financial executives
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CBS 2 - Funds/IB/CF/Legal
Reuben Tucker- Panel Chair Executive Director International & Institutional Banking, ANZ
Find out more about Reuben
Vicky Hyde-Smith AMP Capital Investors
Find out more about Vicky
Fergus McDonald Tyndall
Find out more about Fergus
David Lewis Portfolio Manager - Milford Asset Management
Find out more about David
Fixed interest manager session:
- Ways to generate returns in a low yield environment
- Addressing disintermediation in domestic cap markets
- Does market liquidity matter anymore
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2.10pm - 3.00pm
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Concurrent Breakout Sessions
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CBS 1 - Treasury/markets
Mark Butcher – Panel chair Chief Executive, NZ Local Government Funding Agency
Find out more about Mark
Linda Robertson Group Manager Treasury and Procurement Meridian Energy
Find out more about Linda
Nigel Cory-Wright CorporateTreasurer Fisher & Paykel Appliances Ltd
Find our more about Nigel
Tim Thompson Mighty River Power
Sara Double
Find out more about Sara
Panel discussion
Treasury Systems - selection implementation and optimisation
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CBS 2 - Funds/IB/CF/Legal
Ross Pennington – Panel Chair Partner, Chapman Tripp
Find out more about Ross
Simone Robbers Director of Primary Markets and InvestorResources, FMA
Find our more about Simone
Martin Stearne Managing Director - Investment Banking, First NZ Capital
Find out more about Martin
David McCallum Director, Deutsche Craigs Limited
Find out more about David
Rob Facer CEO - Intueri Education Group
Find out more about Rob
Taking the leap - Raising Capital under FMC
Raising capital in the new world – whatissuers, lead underwriters, advisers should be thinking about:
- Intro - understand what’s changed and what’s available (basic philosophy for new formats, new low doc and cost savings opportunities, shift to on-going disclosures, issuers assessment for KIS, new liability regime, NZX Growth market)
- How does this impact processes, tone and culture – right sizing of due diligence processes – focus on on-going good corporate governance and sound processes rather than a one-off deep dive,
- Risk management processes and frameworks – essential for distilling of key risks for the PDS (Lodging on the register - assessing what’s material that’s not in the PDS)
- FMA’s approach to new offers being made under the new regime – outline what we will be looking for, how we will engage etc, encourage early adopters and market leaders
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3.00pm - 3.30pm
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Afternoon tea and networking
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3.30pm - 4.15pm
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Plenary
Brian Gaynor Executive Director
Find out more about Brian
John Hawkins NZ Shareholders Association
Find out more about John
Brian Bourdot Portfolio Manager, NZ Equities – NZ Super Fund
Find out more about Brian
The session will focus on how governance has progressed in NZ over the past 10-20 years and a comparison with overseas and future developments
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4.15pm - 5.00pm
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Plenary
Antonia Watson Chief Financial Officer, ANZ NZ NZICA (CA), BCom (Hons)
Find out more about Antonia
Mark Verbiest
Fin out more about Mark
Sue Sheldon
Find our more about Sue
Tania Te Rangingangana Simpson Tainui, Ngai Tahu, Nga Puhi Master of Matauranga Maori, B.AMaori, AFInstD
Find out more about Tania
Promoting diversity in the capital markets.
- What are the benefits of achieving greater diversity amongst the management and directorships in our capital markets?
- How can greater diversity be fostered and encouraged?
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5.00pm - 5.45pm
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Plenary
Jason Hollingworth Chief Financial Officer and Company Secretary, Sky TV
Find out more about Jason
George Crawford CFO, Precinct Properties
Find out more about George
Alex Duncan Senior Advisor, Office of the CFO - Fonterra
Find out more about Alex
Andrew Bashford Executive Director, Head of Corporate Finance and Corporate Relationships Corporate & Institutional - Westpac
Find our more about Andrew
Selecting and executing growth options.
- Selecting wealth creating growth options
- Funding these opportunities and
- Governance and other activity to execute the opportunities well and mitigate the risks
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5.45pm - 6.00pm
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Conference close
David Bell, INFINZ Conference Chairman key learnings.
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6.00pm - 8.00pm
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Cocktails
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