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Programme of Events

INFINZ Treasury Masterclass

Wednesday 1 November 2017

The Pavilion, ANZ Centre, 23-29 Albert Street, Auckland
1.00pm until 5.15pm

Click here for the programme

CFA Masterclass

Wednesday 1 November 2017

  • Session 1: Blockchain 201 - Beginners guide to wallets, crypto-currencies, ICO's and crypto-trading
    To find out more and register,
    click here
  • Session 2: Robo Advice 3.0 - Paradigm shifts in roboadvice
    Toind out more and register, click here

12th Annual CFA Forecast Dinner

Wednesday 1 November 2017

Crash! Boom! Bang! Are you ready for a market correction?
The evening will feature two moderated panel discussions.
Event Start 5:30 pm. Early bird pricing valid through 30.09.2017
For further details and to register, click here

INFINZ Conference & Cocktails

Thursday 2 November 2017

8.00am until 5.40pm, followed by cocktails and networking until 7.30pm

8.00am


Conference registration opens

Light Breakfast available

8.50am - 9.00am

Introduction by MC - Fran O'Sullivan

9.00am- 9.05am

Welcome

Mark Edwards, INFINZ Conference Chair

9.05am - 9.45am

Opening Keynote Speaker

Futurist: Andrew Grant - Senior Partner McKinsey (Asia-Pacific)

Read more about Andrew

Andrew will set the scene for the day by sharing major macro trends shaping the Asia-Pacific region and the implications for New Zealand.

Q&A Session facilitated by Fran O'Sullivan

9.45am - 10.25am

Global regulatory themes and responsive regulation

Rob Everett - FMA

Read more about Rob

Regulatory themes and responsive regulation - what's changing, key impacts for NZ, and what FMA and firms can do to respond.

10.25am - 10.50am

Morning tea and networking

10.50am - 11.30am

Artificial Intelligence - lessons and learnings from around the world

Boxley Llewellyn - VP, Watson Financial Services Insight Solutions (USA)

Read more about Boxley

What is AI and its transformative powers. Case Studies - best practice: lessons and learnings from around the world, including financial services.

Case Studies and potential for application in financial services.

Q&A Session with Fran O'Sullivan

11.30am - 11.35am

Brief overview of content to be covered in the optional streams (choose 2 of 4)

4 sessions will run contemporaneously of 35 mins each (repeated) with 5 minutes for movement between sessions.

11.40am - 12.55pm

Interactive Streams (choose 2 of 4)

1: Case Study - Z Energy

Mike Bennetts, CEO, Z Energy

A corporate case-study of how Z Energy is responding to the challenges of climate change and moving to a lower carbon footprint.

Read more about Mike

2: The insider's guide to China's FinTech revolution

Leigh Flounders - Board Member NZTech

Get a rare, gritty and honest insight into how the Chinese are leading the global FinTech revolution. From Tencent, to Alipay through to China's regulatory sandbox environment, should we "Copy The Chinese" in financial services?

Read more about Leigh

3: BlockChain - financial services case studies

Shahid Saiyad - Australasia Blockchain Leader, IBM

Case studies of application of blockchain to financial markets and services, including a recent successful blockchain trail for bank guarantees in Australia.

Read more about Shahid

4: AI in managing M&A and IPO transactions

Andy Lark - Ansarada

Ansarada is applying AI to assist clients and advisers in M&A transactions and IPOs to:

  • Assess corporate's readiness to undertake a major transaction
  • Assess the engagement levels of bidders
  • Search function of the virtual dataroom

Read more about Andy

12.55pm -1.50pm

Lunch and networking

1.50pm - 2.30pm

Geopolitics the global macro economy and their impact on capital markets

Carl R. Tannenbaum - Executive Vice President and Chief Economist - Northern Trust, a US1$T fund manager (USA)

Read more about Carl

Geopolitics and the impact on the global macro-economy and capital markets.

Q&A Session with Fran O'Sullivan

2.30pm - 3.15pm

How is the Banking Sector meeting the challenge of digital disruption, diversity and regulation?

Moderator: Mark Butcher - Chief Executive, NZ Local Government Funding Agency

Read more about Mark

Digital disruption, diversity and regulation are just some of the challenges faced by the banking sector - what strategies are being deployed to meet these challenges?

Panel:

3.15pm - 3.40pm

Afternoon tea and networking

3.40pm - 4.20pm

From the Boardroom - ESG and Diversity

Joan Withers - Professional Director

Read more about Joan

Environment, social and corporate governance trends.

Q&A Session with Fran O'Sullivan

4.20pm - 5.00pm

Climate Change - Investment Megatrend

Matt Whineray - Chief Investment Officer, NZ Super Fund

Read more about Matt

On 15 August 2017 the NZ$35 billion NZ Super Fund announced that its NZ$14 billion global passive equity portfolio, was now low-carbon. Matt will discuss the next phase in implementing the NZ Super Fund's climate change investment strategy.

Q&A Session with Fran O'Sullivan

5.00pm - 5.40pm

Finish - where to next?

Paul Newfield - Chief Investment Officer of H.R.L. Morrison & Co - Infratil

Read more about Paul

Linking macro themes to specific investment strategies (growth in renewables, data growth and the aging demographic).

Q&A Session with Fran O'Sullivan

5.40pm - 5.50pm

Conference close - What have we learnt?

Fran O'Sullivan MC

5.50pm - 7.30pm

Cocktails and Networking

Platinum Sponsors

Silver Sponsor


Bronze Sponsors

EY   MacQuarie    

Media Sponsor

Exhibitor



Supporters


Citi

China Construction Bank

Kensington Swan

Mayne Wetherell

MinterEllisonRuddWatts

Simpson Grierson

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