WHO WE ARE:

INFINZ is the member based industry body for professionals working and participating in finance roles and in New Zealand's financial services eco-system.

Our purpose is to enhance the New Zealand Financial services eco-system and the Capability of our Members.

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 and capital markets. 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.

INFINZ 2020 Overview

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.

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.

A BRIEF
HISTORY

INFINZ Timeline

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.

1976 (3 December) NZSIA incorporated, with the first stated object being "to maintain, improve and develop standards of the Securities Industry"

1979 (March) first issue of the NZSIA journal, the forerunner of the INFINZ Journal

1982 (December) Best Corporate Communicator Award inaugurated (announced at the Society's AGM) - the forerunner of the INFINZ Awards program

1988 (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

2002 (9 May) INFINZ formed from merger of NZSIA and NZSCT with almost 600 members

The stated vision at the time: "The heart of INFINZ is a focus upon the financial and capital markets of New Zealand. INFINZ is therefore intended as an industry body rather than the two career focused bodies it will replace. This industry focus allows a broader involvement by more participants than previously allowed by the two existing bodies. This broader involvement means that INFINZ can address the quality and standing of both the industry and its participants by being a more powerful and influential body."

2010 (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.

2013 (March) 700 members

2013 Young Finance Professionals Group launched

2015 (August) 1000 members

2016 (September) 1300 members

2016 half of membership under 40 (20% in 2012)

2016 (May) the first Distinguished Fellowship was awarded to Sir John Anderson at the INFINZ Awards Dinner, attended by over 800 guests

2016 (November) INFINZ Conference - over 400 registrants (2011: 200)

2018 (March) INFINZ partners with Young Women in Finance

2018 (November) INFINZ Conference - over 400 registrants

2018 Membership reaches 1600 members

2019 Membership reaches 1800 members

OUR MISSION

To help create a more prosperous New Zealand by improving the capability and effectiveness of the New Zealand financial services and our members within them

STRATEGY STATEMENT

Keep increasing the value provided to an expanding membership base

Achieved by engaging with members in ways relevant to who they are, where they are and what they do

Delivered through an independent collegial network of financial markets professionals

ORGANISATION
STRATEGY

we are delivering on this strategy based on the following pillars and initiatives:

WHAT YOU DO

We will offer two grants towards a master's research topic of relevance to New Zealand's financial markets. Engagement with universities includes, for example, joint events with Victoria University of Wellington (VUW) and Auckland University of Technology (AUT).

WHo YOU are

We have established an Emerging Leaders Programme to address the needs of members in their thirties and specifically with respect to their leadership aspirations.

WHere YOU are

INFINZ wishes to increase the relevance of its offering to those operating in the mid-market and to offer more activities outside Auckland and Wellington.

DIGITAL

This platform enables the delivery of initiatives within the other three focus areas. A LinkedIn group has been established for financial members and MailChimp has been used to monitor the effectiveness of our communications.

ANNUAL
REPORTS

30 September 2019

30 September 2018

30 September 2017

30 September 2016


VIEW ALL ANNUAL REPORTS

OUR
PEOPLE

BOARD & EXECUTIVE MEMBERS


Louise Tong
INFINZ Chair
GM Sustainable Finance
Bank of New Zealand


Andrew Bashford
Head of Institutional Relationships, Corporate Business and Property Finance
Westpac NZ Limited

Andy Bowley
Head of Research
Forsyth Barr

Clyde D'Souza
Principal
D'Souza Associates

Mark Edwards
INFINZ Deputy Chair
Director, Institutional Sales
BNZ Markets

Will Goodwin
Head of Direct Investments
NZ Super Fund


Kim Martin
Head of Funding Strategy and Engagement
The Treasury


Richard Milsom
Principal
Elevation Capital Management


Tim Olphert
Head of Investor Sales
ANZ Markets

Ross Pennington
Partner
Chapman Tripp


Leah Scales
Chief Financial Officer
Christchurch City Holdings


Andrew Woodward
Managing Director
Commonwealth Bank


Megan Blenkarne
INFINZ First Director
Westpac NZ Limited


Imogen Swain
Board Observer
Government Relations & Corporate Responsibility Mngr
ANZ


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. The Board is elected for a term of two years to ensure continuity of governance.

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:

David McLean
Linda Robertson
Rob Cameron (Deceased)
Sir John Anderson (Deceased)

INFINZ Fellows:

Alan Moore
Annabel Cotton
Anthony Quirk
Anthony Muh
Barry Lindsay
Bevan Wallace
Brian Gaynor
Carmel Fisher
Catherine Savage
David Bell
David Green
Deepak Gupta
Don Burtt
Garth Ireland
Gary Swift
Gerald Naughton
Graeme Wong
Grant Paterson
Helen Moody
Ian Nield
James Miller
Sir John Key
John Loughlin
Lloyd Kavanagh
Mahes Hettige
Maree Webster
Mary-Jane Daly
Neil Bradley
Neil Paviour-Smith
Philip King
Richard Boulton
Roger Kerr
Ross Pennington
Sarah Vrede
Scott St John
Simon Allen
Simon Power
Ted Reid
Trevor Janes


ELG, YFP and YWF COMMITTEEs


Ben Coleman
ELG Chair
Director Institutional FX Sales, Westpac Institutional Bank


Daniela Bossard
ELG
Director, Cameron Partners


PJ Cairns
ELG
Associate Director, Westpac Institutional Bank


Richard Campbell
ELG
Investment Manager, NZTE


Greta Hollies
ELG
Commercial Partner, BNZ


Richard Milsom
ELG
Principal, Elevation Capital Management



Brad Davis
YFP - Auckland Chair
Solicitor, Chapman Tripp


Rupert Curlett
YFP - Auckland
Analyst, Armillary Private Capital


Kirsty Gradwell
YFP - Auckland
Investment Analyst, Direct Capital


Hannah Port
YFP - Auckland
Senior Associate, Capital Markets, BNZ



Angus Watson
YFP - Wellington Chair
Investments Manager, Sharesies


Charlotte Ashford
YFP - Wellington
Analyst, Cameron Partners


Christian Bell
YFP - Wellington
Research Analyst, Jarden



Michael Callaghan
YFP - Wellington
Adviser, Balance Sheet Design, Reserve Bank of New Zealand


Katy Krauts
YFP - Wellington
Analyst, Transaction Advisory Services, EY



Imogen Swain
YWF - Auckland Executive Director
Governmant Relations & Corporate Responsibility Mngr, ANZ


Jennifer Chee
YWF - Auckland
Analyst, NZ Super Fund


Caitlin Craigie
YWF - Auckland
Implementation Manager, ASB Bank


Rose He
YWF - Auckland
Corporate Strategy Manager - Transformation, BNZ


Yeri Kim
YWF - Auckland
Private Market Analyst - Impact Focus, ACC


Tarah Mohaghegh
YWF - Auckland
Regulatory Change Compliance Analyst, ASB



Kate Le Quesne
YWF - Wellington Executive Director
Portfolio Manager, NZ Treasury


Madhura Banerjee
YWF - Wellington
Management Consultant, 3 Plus Consulting


Rachel Baxter
YWF - Wellington
Markets, BNZ


Rachel Coates
YWF - Wellington
Short Term Funding Manager, ANZ


Samantha Pereira
YWF - Wellington
Advisor, Reserve Bank of NZ


Amy Van Bunnik
YWF - Wellington
Corp. Finance Analyst, Deloitte


AUCKLAND YFP ambassadors AUCKLAND YWF ambassadors WELLINGTON YFP ambassadors



Kelly Robinson, ANZ
Casey Allen, Westpac Guy Hooper, Forsyth Barr
Amy Stevens, ASB

Simon Momich, Harbour Asset Management
Michael Nelson, BDO
Robert Huang, Morrison & Co
Tim Judd, BNZ
Rebecca Matthews, PwC
Seamus Ryder, BNZ
Tim Quigg, Cameron Partners
Lara De Wet, CraigsIP
Tim Lee, Deloitte
Corbin Meehan, EY
Sarah Reeves, Forsyth Barr
Natasha Abeysundara, Heartland
Bryn McLennan, HRL Morrison & Co
Zach Coates, Calibre Partners
Aleks Noble-Campbell, Macquarie Capital
Lourdaiz Ah Chong
Talapo Uivaa, NZ Super Fund
Tom Gray, PwC
Michael Haddleton, PwC
Samantha Williams, Simpson Grierson
Ash Shah, Westpac





Jim McElwain
INFINZ EXECUTIVE DIRECTOR

Email: exec@infinz.com
Ph: 021 632 047

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.

CONTACT DETAILS

Bernice Archer
Events & Marketing Manager
Ph 027 324 2155


Iona Gibbs
Administration Manager & Membership
Ph 06 306 6303


Emma Macfarlane
Events Co-ordinator
Ph 021 134 3505
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