During 2022, we have been holding 2 series of investment briefings...
An Interview With...
A series of video interviews with fund managers and investment specialists on topical investment issues and themes. Our briefings to date have included...
Responsible and Sustainable Investing - the Path to 2030
A series of webinars and interviews with local (and global) experts which focus on the responsible investment world and which aim to provide practical solutions as to how financial advisers can incorporate responsible investing into their advice process. Our sessions to date have included the following speakers and topics...
In late November, we ran an end of year investment briefing entitled 'The Best of Times, The Worst of Times featuring Chris Tennent-Brown, Economist at ASB; Josh Wilson, CIO of Clarity Funds, and Josh Barton, Head of Institutional Sales at MFS Investment Management in Australia; Nik Persic, Deputy CIO at Bentham Asset Management; Mugunthan Siva, Managing Director of India Avenue; Dean Hegarty, Executive Manager, RIAA; Adam Myers, Executive Director at Pengana Capital; and Noah Schiltnecht, Principal at Makao Investments.
If you would like to receive further information including a link to a recording of any of the above sessions or would like to register for an upcoming event, please e-mail to email@example.com
Please note, this event is open to New Zealand resident professional financial intermediaries and institutional investors only who are “wholesale clients” for the purposes of the Financial Markets Conduct Act 2013.
*Harding Loevner is the manager of the Pengana Harding Loevner International Fund; WHEB Asset Manager is the manager of the Pengana WHEB Sustainable Impact Fund; Rhett Kessler is the Portfolio Manager for the Pengana Australian Equities Fund: Lizard LLC is the manager of the Pengana Global Small Companies Fund.
We will be holding a number of online investment briefings in 2023. These 2 series of live video events include, "An Interview With", series of interviews with investment managers and specialists on topical investment issues and themes; and "Responsible and Sustainable Investing, The Path to 2030", a series of webinars and interviews with local (and global) experts which focus on the responsible investment world and which aim to provide practical solutions as to how financial advisers can incorporate responsible investing into their advice process.
We are also planning to hold a national advisory roadshow in the second half of 2023.
Please note, our events are only open to NZ resident professional financial intermediaries and institutional investors (who are "wholesale clients" as defined by the Financial Markets Conduct Act 2013).