NZIB Presentations

NZIB Presentations

Wealth and Investments

NZ Investment Briefing - Presentations

Inspiring Savings Iwi-Style

Whai Rawa is a savings programme set up by Te Rūnanga o Ngāi Tahu in 2006 to improve the wellbeing of Ngāi Tahu whānau by:

  • providing a vehicle for distributions to all whānau
  • encouraging savings for home ownership, education and retirement
  • growing financial capability

Today the scheme has over 20,000 members and is being looked at by other iwi. Hear about the exciting story of developing a ‘best of class’ savings vehicle.

Presenter

David Tikao Programme Leader, Whai Rawa

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To ask or not to ask

Not all trustees are born investment experts. Many trustees start out with little or no investment knowledge. And, of course, we’re not always good at asking questions in public forums. But asking questions is a sure-fire way of improving our knowledge and fulfilling the trustee duty of proper inquiry. Russell reveals his top 10 questions trustees can pose to their fund managers and consultants.

Presenter

Russell Garrett Head of Institutional Wealth, Mercer NZ

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The AI Revolution - Is the Portfolio Manager A Dying Breed?

Apple took the music business by storm, Amazon picked off the bookstores and Netflix totally changed television. Some think fund management is next for a shake-up. This session discusses whether Artificial Intelligence will be a key driver of how money is managed in the future. Is a revolution at hand, or will 'living and breathing' stock pickers beat off an early retirement?

Presenters

David Scobie Head of Consulting, Mercer NZ

Hamish Dingwall Baillie Gifford

Joanna Nash Blackrock

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Which Way Forward - Is There More To RI Than Exclusions?

To date, most of the press around responsible investment has focussed on exclusions: they are easy to understand and communicate. But there is much more to a holistic RI approach than just exclusions. If you are really serious about investing responsibly for tomorrow, how can you get mileage from your other activities? And what are the practical realities of implementation?

Presenters

Alexis Cheang Responsible Investment Consultant, Mercer Australia

Philip Houghton-Brown Chief Investment Officer, Mercer NZ

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Multi-Sector Portfolios: Weathering The Perfect Storm

Having worked alongside colleagues and clients in both the UK and Australia in recent years, Nick helps design investment exposures which reflect our global ideas on best practice portfolio construction. In this session, Nick focuses on options for incorporating defensiveness into portfolios.

Presenter

Nick White Global Director of Portfolio Construction Research, Mercer Australia

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New Dawn - Meet Tomorrow's End-Investor

The consumer of the future may resemble science fiction but she is someone who we will all need to come to grips with. How does she go about spending her money, what are the challenges of communicating with her, and how can we meet her investment needs?

Presenter

Sarah Whitelock Head of Consumer Wealth, Mercer NZ

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Optimal Investing? Tackling the True Implications of Passive Management

Some regard the recent popularity of passive management as reflecting a new panacea, and as signalling that the 'use by' date of active fund management is fast approaching. But maybe all is not as it seems. Can passive equity and bond investors really sit pretty gaining better after tax  and fee outcomes, while remaining good corporate citizens? And is it really the beginning of the end for active management or will passive run out of puff?

Presenters

Chris Di Leva Portfolio Analyst, Mercer NZ

Robert Kavanagh Portfolio Analyst, Mercer NZ

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Bull or Bear: The Bond Bubble Is About To Burst

What better way to finish the day than with a look at what investment markets might have in store for us. It never seems to get any easier! Fortunately, our experts are on hand to canvas the scenarios, argue their case and seek your views as to what seems most likely to unfold.

Presenters

Dave Stuart Chair, Global DAA Committee and Chief Strategist, Mercer Australia

Philip Houghton-Brown Chief Investment Officer, Mercer NZ

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Contact Us



  • Russell Garrett
    Head of Institutional Wealth, NZ
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  • Rhys Weyburne
    Head of Business Development, NZ
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