Day 1

8:30am — Tea and coffee

8:50am — Start time

• Introductions and Housekeeping — Anthony Laye
  
  
• Welcome — Scott Alman
  
  
• Granularity of Growth in Financial Planning — Andrew Inwood, CoreData Group
  Understanding the future of the industry and its customers via data-driven insights. 
  
  
• Finance & Fads — Warwick Schneller, Dimensional Fund Advisors
  Striking the right balance in any investment starts by ensuring the strategy fits the goal, not the other way around. 
  
  
• Research Reflections — Professor Ben Marshall, Independent Academic Consultant
  Professor Marshall highlights several streams of research with bearing on advice and how advisers manage portfolios. 
  
  
• Lifting the Hood on Investment Strategies — Mitchell Bristow
  Exploring different ways to talk about our model portfolios including diversification benefits and tax implications for less common investors. 
  
  
• The Investment World Has Always Been Concentrated — Andrew Bascand, Harbour Asset Management
  The challenge of beating the benchmark when so few stocks drive results. 
  
  
• UK Study Tour — Dayle Engelbrecht, Damon O’Brien, Jeremy Graham (FNZ Group), Charlene Overell (G3 Financial Freedom)
  An overview of technology and adviser insights from the 2024 tour.
  
  
• A Journey Through Succession — James Howard, Cambridge Partners
  How Cambridge has changed and evolved, and is planning success for the future. 
  
  
• Do You Own a Firm I Would Want to Work For? — Ben Brinkerhoff
  Structuring a firm to help younger advisers be enthusiastic to build a career with your firm. 
  
  

4:45pm — Day 1 Wrap Up

6:30pm — Pre-dinner drinks (Te Pae)

Day 2

8:15am — Tea and coffee

8:45am — Start time

• Effectively Communicating Active vs Passive — Mark Hebner, Index Fund Advisors
  How to articulate the nuances of active and passive strategies, ensuring investors are well-informed and confident in their understanding.
  
  
• Managing Investor Emotions Through Uncertainty — Andrew Zenonos, Russell Investments
  Real world examples of how letting emotions—yours or your clients’—take the wheel can jeopardise long-term financial plans.
  
  
• I Know What You’re Thinking — Anthony Laye
  
  
• Consilium Quick Hits
  - Risk Indicator Enhancements — Ben Brinkerhoff
  - Coming Soon on Wrap — Dayle Engelbrecht
  - KiwiWRAP vs Peers — Mitchell Bristow
• Communication Skills Every Adviser Must Master — Jo Malcolm, Communications and Media Expert
  Why expert communication is more important than ever, with learnings from the All Blacks high performance framework. 
  
  
• Fast 15 Communication Blitz: Power Up Your Strategies
  Amplify the effectiveness of your communication strategies with insights from our top experts in these quick, power-packed sessions.
  - Secrets of Subtle Interrogation — Anthony Laye
  - The Power of the Sketch — Ben Brinkerhoff
  - Mastering the Narrative — Jo Malcolm
• Guest Presenter — Liam Malone 
  Achieving the seemingly impossible. How new habits and mindset, along with hard work and sheer determination, helped Liam conquer his goals.  
  
  

3:30pm — Conference Wrap Up — Damon O'Brien

Andrew Inwood

Founder & Principal
CoreData Research

Andrew brings over 30 years of experience in the Australian financial services industry. He started his career leading the marketing team at Rothschild Australia Asset Management, before spending over a decade at AMP Investments, including a secondment to Virgin Direct in the UK to help establish the group's finance and investment arm. Upon returning to Australia, he served as Marketing Director at Wizard Home Loans and later as General Manager of Applications and Hosted Services at Telstra, before founding CoreData.

An expert in client experience, Andrew has authored over 50 research pieces and has spoken in major cities worldwide, including London, New York, and Tokyo. He has also served on charity and sporting club boards, and been a seed investor and director of various start-ups, particularly in the online sector. Andrew holds a Bachelor of Economics from the University of Sydney ASIA.

Warwick Schneller

Senior Researcher & Vice President
Dimensional Fund Advisors

Warwick Schneller is a Senior Researcher and Vice President at Dimensional. Warwick conducts empirical research on a broad range of investment topics to help support clients.

Warwick holds a Ph.D. in Finance from the University of New South Wales, Australia. In addition, he holds a Master’s in Finance from Bond University and a Bachelor’s in Agricultural Economics (Hons.) from the University of Sydney. Warwick is also a
CFA^® charterholder.

His finance career includes roles as an FX Dealer at Macquarie Bank (2006-2008) and a Senior Fellow at Bond University’s Macquarie Group Trading Room (2009-2013). After earning his Ph.D. in 2017, Warwick joined Dimensional Fund Advisors, progressing to his current role as Senior Researcher and Vice President.

Professor Ben Marshall

Independent Academic Consultant

Professor Ben Marshall works with the Consilium Investment Committee as an Independent Academic Consultant, with a particular focus on governance, analytical support and policy review. He serves on the editorial board of a number of journals and has consulted to public and private companies in a range of different areas. He holds the MSA Charitable Trust Chair in Finance at Massey University.

Professor Marshall has undertaken research in areas such as the impact of climate on financial markets, factors that influence stock returns, quantitative approaches to portfolio management, transaction cost and illiquidity measurement, and exchange traded funds.

His research has been published in leading international journals and he is a regular speaker at international finance conferences. Professor Marshall is currently ranked in the top 1% of authors based on downloads of his working papers.

Andrew Bascand

Managing Director & Portfolio Manager
Harbour Asset Management

Andrew is a founder and Managing Director at Harbour. He holds responsibility for the Australasian Equity growth portfolios, alongside the overarching management of Harbour as a business. Prior to joining Harbour Asset Management, Andrew spent 10 years with AllianceBernstein New Zealand as Senior Vice President and Portfolio Manager responsible for portfolio construction of all Australasian mandates. In that role, Andrew and his team were consistently recognised by the industry for excellence in funds management.

Andrew has more than 37 years investment management experience including roles with the Reserve Bank of New Zealand, Bank of England, AMP and with Merrill Lynch Global Asset Management (UK) as Managing Director of Global Equity Products. With Merrill Lynch, Andrew managed global equity accounts for pension funds in Japan, Sweden, Spain, Chile, England, the US, Germany and South Africa.

James Howard

CEO, Principal & Financial Adviser
Cambridge Partners

James has a strong background in wealth management, commercial advice, and tax planning. He brings specialist knowledge and expertise to US Citizens and those looking to move to New Zealand under the Investor Visa Program.

James enjoys helping high-net-worth individuals and families to build better futures for themselves and those closest to them. Financial advice allows people to identify and focus on the things that are important to them and James is passionate about providing clarity, confidence and a clear plan going forward. James is a Chartered Accountant (CA) and holds a Bachelor of Commerce.

Mark Hebner

Founder & CEO
Index Fund Advisors

Mark is the author of the highly regarded book ‘Index Funds: The 12-Step Recovery Program for Active Investors’, nominated as one of the three all-time greatest investment books. He is a respected speaker, frequent news contributor and authority on investing. Mark is especially knowledgeable about index funds, portfolio construction and the research indexes designed by Nobel Laureate Eugene Fama and Kenneth French.

Mark is a Wealth Advisor and has an MBA from the University of California, Irvine and a Bachelor’s in Nuclear Pharmacy from the University of New Mexico. He was a member of the Young Presidents’ Organization and is currently a member of the World Presidents’ Organization.

Andrew Zenonos

Portfolio Manager
Russell Investments

Andrew is responsible for managing single factor and multi-factor portfolios, ESG strategies, ETFs, and Enhanced Portfolio Implementation for equity funds. He is a member of the Global Equity Strategy Group and is a voting member of the Global Active Ownership committee.

Prior to joining the Customised Portfolio Solutions team, Andrew was a Portfolio Manager on the Multi-Asset team with responsibility for managing active equity funds across the risk spectrum. He joined Russell Investments in 2012. Andrew holds a Bachelor of Commerce (Finance) from the University of Queensland. He is a CFA^® Charterholder and a member of the CFA Society of Sydney.

Jo Malcolm

Communications & Media Expert
Jo Malcolm Communications

Jo has 15 years of experience as a journalist in newspapers and in television news, both in New Zealand and overseas. She has worked with CEO’s, government agencies and Civil Defence organisations, and managed media operations for significant events, including the Christchurch Mosque gunman sentencing in 2020. Jo also handled strategic communications and media for the All Blacks for 13 years. She began her journalism career at the Bay of Plenty Times in 1988, after completing a Bachelor of Arts at the University of Canterbury followed by the Post Graduate Diploma in Journalism, and later joined TVNZ as a reporter and foreign correspondent. Since 2007, Jo has been teaching Broadcast Journalism at the University of Canterbury, where the program earned an Outstanding Achievement Award in 2019. She currently runs her own media and communications business.

Dietary requests

Please let us know if you have any dietary requirements for catering purposes. Send an email to Donne Leonard at donne.leonard@consilium.co.nz.

CPD hours

Your attendance at the conference will earn you 12 structured CPD hours. Names will be submitted to Financial Advice NZ to have the certificate sent directly to your email address.

Non attendance

Attendance to the Consilium Partner Firm Conference is by invitation only. If you are unable to attend either the conference or the dinner, please let your Client Relationship Manager know in advance. You will otherwise be catered for and there may be a charge for non-attendance.

Parking

Te Pae Christchurch does not have an onsite parking facility.

The closest car park to Te Pae is the Wilsons car park on the corner of Armagh and Colombo Street (opposite Victoria Square).

Multiple off-street parking sites are available and operated by either the Christchurch City Council or private operators (e.g. Wilsons). Electric vehicle charging bays are available at the Lichfield Street Carpark, located at 33 Lichfield Street, Christchurch Central.

Christchurch City parking map - here