WHO WE ARE:
INFINZ is the member based industry body for professionals working and participating in New Zealand's financial and capital markets eco-system.
Our purpose is to enhance the New Zealand Financial and Capital Markets 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.
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 and capital markets.
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
OUR MISSION
To help create a more prosperous New Zealand by improving the capability and effectiveness of the New Zealand financial and capital markets 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 VUW and 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 2018
30 September 2017
30 September 2016
31 March 2015
OUR
PEOPLE
BOARD & EXECUTIVE MEMBERS
Louise Tong - Chair
Head of Capital Markets & Tax
Contact Energy
Andrew Bashford
Head of Institutional Relationships, Corporate Business and Property Finance
Westpac NZ Limited
Binaifer Behdin
Group Treasurer
Vector limited
Andy Bowley
Head of Research
Forsyth Barr
Clyde D'Souza
Principal
D'Souza Associates
Mark Edwards
Director
Institutional Sales
BNZ Markets
Paul Goodwin
Managing Director
Institutional NZ
ANZ
Kim Martin
Head of Funding Strategy and Engagement
The Treasury
Richard Milsom
Principal
Elevation Capital Management
Ross Pennington
Partner
Chapman Tripp
Andrew Woodward
Managing Director
Commonwealth Bank
Caitlin Craigie
Board Observer
YWF Executive Director
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 the capital and financial markets of New Zealand. 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 positiosn for at least five years and whom have made a significant and valuable contribution to the industry.
INFINZ Distinguished Fellows:
Sir John Anderson (Deceased)
Rob Cameron (Deceased)
Linda Robertson
INFINZ Fellows:
Alan Moore
Annabel Cotton
Anthony Quirk
Anthony Muh
Barry Lindsay
Bevan Wallace
Brian Gaynor
Carmel Fisher
Catherine Savage
David Bell
David Green
David McLean
Deepak Gupta
Don Burtt
Garth Ireland
Gary Swift
Geoff Taylor
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
Nigel Williams
Richard Boulton
Roger Kerr
Ross Pennington
Scott St John
Simon Allen
Simon Power
Sue Brown
Ted Reid
Trevor Janes
The INFINZ Secretariat has three professional staff: Jim McElwain (Executive Director), Iona Gibbs (Administration Manager) and Bernice Archer (Marketing Manager)
ELG, YFP and YWF COMMITTEEs
Anastassia Juventin
ELG Chair
Analyst, BT Funds Management (Westpac NZ)
Ben Coleman
ELG
Director Institutional FX Sales, Westpac Institutional Bank
Daniel Kieser
ELG
Managing Director, Shareclarity
Richard Milsom
ELG & YFP
Principal, Elevation Capital
Brad Davis
YFP - Auckland Chair
Solicitor, Chapman Tripp
Darren Coyne
YFP - Auckland
Corporate Finance, ANZ
Daryn Govender
YFP - Auckland
Corporate Strategy, ASB
Roimata Mitchell
YFP - Auckland
Solicitor, Chapman Tripp
Harrison Tocher
YFP - Auckland
Business Markets, BNZ
Kyle Edmonds
YFP - Wellington Chair
Senior Associate, FNZC
Henare Mihaere
YFP - Wellington
Performance Improvement Advisory, EY
Saji Sachchithanantham
YFP - Wellington
Delivery Manager, Kiwi Wealth
Angus Watson
YFP - Wellington
Energy Modelling Analyst, Meridian Energy
Caitlin Craigie
YWF Executive Director
Georgina Niu
YWF Auckland
Angela Andersen
YWF Auckland
JJ Luo
YWF Auckland
Ketien Chuor
YWF Auckland
Rose He
YWF Auckland
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AUCKLAND YFP ambassadors
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WELLINGTON YFP ambassadors
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Kirsty Gradwell, ANZ
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Josh Schreiber, Armillary Private Capital
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Rupert Curlett, Armillary Capital
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Paul Mountfort, BNZ
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Amy Stevens, ASB
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Lottie Ashford, Cameron Partners
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Michael Nelson, BDO
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Nick Barry, Deloitte
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Tim Judd, BNZ
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Guy Hooper, Forsyth Barr
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Andrew Benington, Buddle Findlay
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Simon Momich, Harbour Asset Management
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Seamus Ryder, Buddle Findlay
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Robert Huang, Morrison & Co
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Tim Quigg, Cameron Partners |
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Erika Anderson, NZX
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Joshua Dale, CraigsIP
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Che Ammon, Russell McVeagh
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Sarah Reeves, Forsyth Barr |
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Myles Snaddon, Simpson Grierson
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Deborah Lambie, FNZC
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Bryn McLennan, HRL Morrison
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Tessa Paterson-Catto, KPMG
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Talapo Uivaa, NZ Super Fund
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Ashley Kingham, Public Trust
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Michael Haddleton, PwC
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Sarah Mathieson, Simpson Grierson |
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Ash Shah, Westpac |
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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
Email marketing@infinz.com
Ph 027 324 2155
Iona Gibbs
Administration Manager & Membership
Email admin@infinz.com
Ph 06 306 6303
Emma Macfarlane
Events Co-ordinator
Email events@infinz.com
Ph 021 134 3505
Lynsey O'Connor
Learning & Development Manager
Email training@infinz.com
Ph 021 0845 8665