Upcoming Events


	During 2023, we held 2 series of investment briefings including our "Interview With", and our Responsible and Sustainable Investment Series. This included: 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... An Interview with Bradley Amoils, Portfolio Manager at US-based Axiom Investors, the team behind the Pengana Axiom International Ethical Fund - the Outlook for "Growth" in 2023 - 16 February India Equity Update and Outlook, Mugunthan Siva, Managing Director, India Avenue - March 7th An Interview with Seb Beloe, Head of Research at WHEB Asset Management, the team behind the Pengana WHEB Sustainable Impact Fund - Sustainable Investing in 2023 - 16th March Banks, Bonds and Bears, the Outlook for Global Equities, Jeff Morrison, Institutional Portfolio Manager at US-based MFS Investment Management (MFS is the investment manager for the Clarity Global Shares Fund & Clarity CIO, Josh Wilson - Clarity Global Shares Fund Update - 26 April Market, Strategy and Performance Update – Clarity Global Shares Fund, Josh Barton, Managing Director, Relationship Manager and Head of Institutional Sales for MFS in Australia, and Josh Wilson, CIO at Clarity Funds - August 24th An Interview with Steve Black, Co-Manager, Pengana Emerging Companies Fund - 12 September Sustainable Investing - An interview with Claire Jervis, Associate Fund Manager for the Pengana WHEB Sustainable Impact Fund - 7 December. 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... Responsible and Sustainable Investing - NZ Market Update - RIAA Co-CEO, Dean Hegarty - 13 Dec. The Outlook for Responsible Investing in 2023 - Jo Kelly, CEO, Centre for Sustainable Finance & Dean Hegarty, Executive Manager, member and Engagement at RIAA - 10th 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 [email protected] _______________________________________________________________ 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.


	Investment Briefings We will be holding a number of online investment briefings in 2025. We are also planning to hold a number of fund manager briefings and a national advisory roadshow in the second half of 2025. _________________ 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).