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March 2024
Bring in the Experts: Is the Inflation Genie Back in the Bottle?
Dean Logan, MAC Chair hosts Director of Daintree Capital, Justin Tyler. Justin presents on inflation drivers and how to structure a portfolio for resilience against inflationary pressures. Daintree are specialists in the management of absolute return income portfolios, with capital preservation being the cornerstone of their investment philosophy.Justin has nearly 20 years of experience in the industry. Prior to Daintree Capital, Justin was a Senior Investment Manager at Aberdeen. There, he specialised in Inflation and Interest Rate decisions and was…
Find out more »Bring in the Experts: Understanding Changes with ACC Cover
Philip Southgate, ACC will highlight the changes to CoverPlus (CPX) and other ACC Cover products. Philip manages portfolios of large business customers, strategic partners, and intermediaries, supporting them to deliver innovation and solutions that support their businesses while meeting ACC requirements. He has 17 years’ experience with ACC and offers an extensive knowledge and understanding about levy products and processes.If you register early you will be sent an email with a link directly to the webinar.Free for Members | $50+gst…
Find out more »Bring in the Experts: New Research on KiwiSaver Contributions Behaviour
Dr Michelle Reyers, Policy Lead, Retirement Commission provides a preview of the findings from new research about KiwiSaver contributions behaviour ahead of the release of the full report in April. Te Ara Ahunga Ora Retirement Commission commissioned the New Zealand Policy Research Institute at AUT to examine KiwiSaver members’ characteristics to understand how contribution behaviour differs across gender, age, ethnicity and income levels. This is new information drawn from Stats NZ’s Integrated Data Infrastructure (IDI), which allows KiwiSaver contribution rates to…
Find out more »April 2024
Bring in the Experts: SUPER WEDNESDAY led by Charlene Overell, MAC Committee Member : Key considerations when discussing investments with clients
Hosted by Charlene Overell MAC Committee, with guest speakers Apollo Lupescu PhD, Vice President, Dimensional Fund Advisors Santa Monica office and Tom Deacon, Senior Investment Analyst, Mint Asset Management NZ. Explore concepts and principles for effective communication with clients, the timing of investments, the impact of the US election on client thinking and the surrounding discourse, as well as navigating AI for both investment and technological innovation.If you register early, you will be sent an email with a link directly…
Find out more »Bring in the Experts: Raising Awareness of the Value of Financial Advice
Join Bronwyn Kirwan, Fidelity Life Chief Commercial Officer, and Mark Vincett, Insight Director from market researchers Sapien, to learn about Advice for good, Fidelity Life’s recently released research into New Zealanders’ attitudes towards financial advice. Advice for good provides important insights not just for advisers, but also for the wider industry and policymakers. It aims to drive conversations about raising awareness of the value of financial advice and, ultimately, increase New Zealanders’ financial and emotional wellbeing.Bronwyn Kirwan joined Fidelity Life…
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