Objectives & Strategy
Keep increasing the value provided to an expanding membership base
Achieved by engaging with members in ways relative to who they are, where they are and what they do
Delivered through an independent collegial network of financial markets professionals
INFINZ has three areas where we are focusing discretionary effort:
Sustainable finance education to build capacity and in particular upskilling around Climate Related disclosures
Increasing the number of women in senior leadership positions within the financial services ecosystem
Increasing engagement with Māori and Pasifika
INFINZ (the Institute of Finance Professionals NZ Inc.) was formed from the merger of the NZ Society of Investment Analysts Inc. (NZSIA) and the NZ Society of Corporate Treasurers (NZSCT) on 9 May 2002.
(3 December) NZSIA incorporated, with the first stated object being "to maintain, improve and develop standards of the Securities Industry"
(March) first issue of the NZSIA journal, the forerunner of the INFINZ Journal
(December) Best Corporate Communicator Award inaugurated (announced at the Society's AGM) - the forerunner of the INFINZ Awards program
(19 May) the NZSCT was formed, the stimulus being the floating of the N.Z. dollar in March 1985, creating risks, then unfamiliar to corporate treasurers
(9 May) INFINZ formed from merger of NZSIA and NZSCT with almost 600 members
(May) INFINZ Awards Dinner attended by a then record 514 guests, The Minister of Commerce Simon Power makes several important announcements on the reform of NZ's securities market legislation including the establishment of the Financial Markets Authority.
(March) 700 members
Young Finance Professionals Group launched
(August) 1000 members
(September) 1300 members
Half of membership under 40 (20% in 2012)
(May) the first Distinguished Fellowship was awarded to Sir John Anderson at the INFINZ Awards Dinner, attended by over 800 guests
(November) INFINZ Conference - over 400 registrants (2011: 200)
INFINZ Emerging Leaders Group developed
(March) INFINZ partners with Young Women in Finance
(November) INFINZ Conference - over 400 registrants
Membership reaches 1600 members
Membership reaches 1800 members
INFINZ Virtual Conference - over 600 registrants
INFINZ reaches 1900 members
Female membership exceeds 600 (double that from 2017)
Celebrating twenty years!
Membership reaches 2100
Total membership 2200 for the first time (October).
50% growth over the five years to January 2023.
Under 40s - 1300 for first time up from 100 ten years ago.
INFINZ currently has over 2000 individual members, with the membership doubling in the past six years. Members are of all age groups and hold a wide range of finance-related positions within the financial and capital markets ecosystem. Members include bankers, service providers, corporate issuers, lawyers in professional services firms, academics and students, corporate finance and those in professional accounting firms, broking and investment banking, investment management, and the public sector. Memberships are divided into age groups with event topics and content developed with the assistance of a committee assigned to each group made up of their own members.
Advocacy & Submissions
INFINZ is influential in shaping the legislation and regulatory structure of NZ's financial services ecosystem and was active in contributing to development of the FMCA and associated regulations which are now in force.
5 September 2022
3 May 2022
26 November 2021
BOARD & EXECUTIVES
The Board of INFINZ is indicative of the breadth of skill and experience within the membership of the Institute.
It currently represents every aspect of New Zealand's Financial Services ecosystem. The Board is elected for a term of two years to ensure continuity of governance.
Head of Direct Investments, NZ Super Fund
GM Capital Markets Origination
Chief Financial Officer
Chief Exeuctive Officer
Business New Zealand
Head of Capital Markets
Chief Investment Officer
Tauhara North No.2 Trust
Head of Research, Institutional Equities
Craigs Investment Partners
Executive Leadership and Governance
Director, Debt Capital Markets
Head of Institutional Banking
Mei Zi Ho
INFINZ First Director
Research Analyst, Nikko Asset Management
INFINZ Board Observer
Senior Legal Counsel, Financial Markets Authority
Equally of note are the INFINZ Fellows, members who have at least ten years relevant industry experience, have been in senior positions or senior executive positions for at least five years and whom have made a significant and valuable contribution to the industry.
INFINZ Distinguished Fellows:
Garth Ireland (Deceased)
Sir John Anderson (Deceased)
Rob Cameron (Deceased)
Sir John Key
Scott St John
Brian Gaynor (Deceased)
Alan Moore (Deceased)
Gerald Naughton (Deceased)
ELG, YFP AND YWF COMMITTEES
Emerging Leaders Group (ELG) Committee Members - Auckland
Head of Wealth Products, ASB
Director, Strategy & Business Design, Deloitte
Investment Director, Rangatira Investments
Head of Loans & Markets Execution, ANZ
Associate, Principal Investments, Jarden
Mei Zi Ho
Research Analyst, Nikko Asset Management
Managing Partner, Hunter Campbell
Young Finance Professionals (YFP) Committee Members - Auckland
Principal, Hillfarrance Venture Capital
Associate R&A Financial Institutions Group, Institutional, ANZ
Associate, Direct Investments, NZ Super Fund
Asst. Product Manager, ASB
Trade Surveillance, Craigs Investment Partners
Young Finance Professionals (YFP) / Emerging Leaders Group (ELG) Committee Members – Wellington
Analyst (M&A), Lewis Tucker
Fixed Interest Dealer, Forsyth Barr
Manager, Short Term Funding, ANZ
Senior Associate, Banking and Finance, Russell McVeagh
Adviser, Market Intelligence & Analysis Team, RBNZ
Young Women in Finance (YWF) Committee Members - Auckland
Senior Legal Counsel, Financial Markets Authority
Senior Analyst, Deal Advisory (Infrastructure), KPMG
Commercial Account Manager, Commercial Banking, ASB
Solicitor, Commercial and Corporate, Simpson Grierson
Investment Analyst, Equities & ETFs, Smartshares
Young Women in Finance (YWF) Committee Members - Wellington
Adviser, Suncorp New Zealand
Analyst, Clare Capital
Investment Analyst, Pencarrow Private Equity
Manager, HRL Morrison
Investment Analyst, NZ Green Investment Finance
Markets Analyst, Reserve Bank of NZ
Christchurch Committee Members
Corporate Strategy Manager, BNZ
Investment Advisor, Hamilton Hindin Green
Relationship Manager, Reverse Mortgages, Heartland Bank
Head of Commercial Investment, Pegasus Health
Senior Client Adviser, Fisher Funds
Business Consultant, Institutional & Business Banking, Westpac
Senior Manager, Corporate Finance, ANZ
Corporate Finance Analyst, Deloitte
INFINZ Auckland Ambassadors:
ANZ - Kelly Robinson
Armillary Private Capital - Jai Goradia
ASB - Amandeep Kaur and Nicole Jackson
AT - Bhavya Barot
Avanti Finance - Michael Wetherell
BDO - Tim Wills
BNZ - Carlie Mear
Cameron Partners - Zach Ryan
Chapman Tripp - Bianca Hawkins
Craigs Investment Partners - Lara De Wet
Forsyth Barr - Matt Montgomerie
Macquarie Capital - Michael Smith
Montarne - Jordan Stevenson
MUFG Bank - Michael Nelson
NZ Super Fund - DJ Govender
PwC - Tan Dosanjh
RBNZ - Jeremy Flett
Russell McVeagh - Richelle Go Ocao
Westpac - Meghan Sarathy
INFINZ Wellington Ambassadors
BNZ - Claudia Clark
NZX - Shivani Dutt
Russell McVeagh - Julia Farrell
The Treasury - Adam Stachurski
Todd Capital, Shuohan Xu
Victoria University of Wellington - Oliver Fletcher
INFINZ EXECUTIVE DIRECTOR
Ph: 64 21 632 047
Jim McElwain joined INFINZ 16th January 2012 following a long career in the public and private sectors. Jim has undertaken a variety of advisory roles in Treasury, Southpac Corporation, PricewaterhouseCoopers, Ernst & Young and, more recently, Taylor Duignan Barry Limited and his own business, McElwain Consulting Limited.Jim is passionate about wholesale financial and capital markets and is excited about the opportunities ahead for INFINZ. Jim also has a strong personal interest in advocacy in the finance industry. In addition to being a Certified member of INFINZ and a former Board representative, he holds a Bachelor of Commerce and Administration (Hons) from Victoria University, and was awarded an INFINZ Fellowship in May 2022.
Events & Partnerships Director
Ph 64 27 324 2155
Ph 64 21 736 432
Administration Manager & Membership
Ph 64 6 306 6303
Ph 64 21 112 6890
Our mission is to empower a more prosperous, inclusive and sustainable New Zealand, by improving the capability and effectiveness of the financial sector ecosystem and its members within it.
INFINZ has been established to promote the quality and standing of both the industry and its participants and to represent and advocate on behalf of its members to legislators, regulators and policy-makers, government and other professional/industry bodies.
INFINZ seeks to have its members recognised in New Zealand and internationally for their honesty, integrity and skill. INFINZ works for the benefit of the broader community of users of the financial ecosystem. In so doing INFINZ seeks to ensure the New Zealand financial and capital markets are relevant, efficient, well run and attractive to domestic and international investors and market participants.
We are recognised for our authority and influence to comment on all matters and issues relating to New Zealand's financial and capital markets to the appropriate authority.
Our ability to take a leading role in working with government, business and industry groups, regulators and policy-makers to advocate for improved and best practice laws and regulations in respect of New Zealand's financial services ecosystem.
Our willingness to require our members to commit to our Code of Ethics and Standards of Professional Conduct and our commitment to a strong Disciplinary process.
The high quality of our events, functions and conferences which offer formal and informal professional development and learning opportunities.
Our willingness to actively engage with education providers to ensure the appropriateness of the standards and content of academic qualifications applicable to the industry.