During the first 6 months of 2022, we will be 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. This series commenced on 10th February and will run fortnightly (with a break for Easter through to the end of June 2022).  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

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


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.

Investment Briefings

Whilst The Investment Store would typically present two national investment briefings each year, due to the ongoing COVID-19 situation, we will not be holding any face-to-face events during the first half of 2022. We are however running 2 series of live video events including, "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.

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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).