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...

• Ray Vars, Harding Loevner* - The Outlook for Global Equities in 2022 - 10th February
  
• Seb Beloe, WHEB Asset Management* - The Outlook for Sustainable Investing in 2022 - 24th February
  
• Josh Wilson, Clarity Funds and Josh Barton, MFS Investment Management in Australia - Global Equities and the Return of Value Investing - 10th March
  
• Rhett Kessler, Pengana Capital* - Navigating the Current Investment Climate - 24th March
• Noah Schiltnecht, Makao Investments - Investment Portfolios and Higher Inflation - 7th April
• Jon Moog, CIO and Portfolio Manager at US-based Lizard LLC* - Global Smaller Companies - 2nd June
• Mugunthan Siva, India Avenue - Holding Firm despite Oil Rises - 23rd June
• Josh Wilson, CIO Clarity Fund, Jeff Morrison and Matt Scholder, MFS Investment Management in Boston - Global Equities' Dynamics and Outlook - 26th July
  
• Chris Tennent-Brown, Economist, ASB - Higher Inflation and Asset Prices - 18th August
  
• Steve Black, Co-Manager, Pengana Emerging Companies Fund - 5th October
  

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...

• An interview with Bridget Coates, Chair of the Centre for Sustainable Finance - 3rd February
• Responsible Investing and Financial Advice - Josh Edmunds, RIAA - 17th February
• An Introduction to Impact Investing - David Woods - 3rd March
• Building Responsible Investment Portfolios - Cassandra Williams, RIAA and Chris Douglas, MyFiduciary - 17th March
• Towards Net Zero - Seb Beloe, WHEB Asset Management* and Barry Coates, Mindful Money - 18th May
• Does the NZ Public want Responsible Investing - Dean Hegarty, RIAA - 9th June
• Effective Stewardship - Simon O'Connor, CEO RIAA, Rachael Monteiro, Stewadship Analyst, WHEB Asset Management - 17th November

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 info@theinvestmentstore.co.nz

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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.