Day 1

8:15am — Tea and coffee

8:45am — Start time

• Introductions and housekeeping — Madison Malone, Conference MC
  
  

• Welcome — Louisa Yandle
  
  

• Back to the future – shaping the next chapter of financial wellbeing — David Boyle, Te Ara Ahunga Ora: Retirement Commission
  David shares the Commission’s priorities over the next three years, their current focus and how advisers can play a bigger role in shaping financial wellbeing in New Zealand.
  
  

• From practice to enterprise — David Haintz, Principal, Global Adviser Alpha
  Build a more scalable and profitable advice firm. Learn the operating models that lift client outcomes, enterprise value and succession options.
  
  

• When should we change our mind? — Prof Ben Marshall, Independent Academic Consultant 
  Exploring what research says about being open to new information while not being too quick to discard evidence from the past.
  
  

• Striking the balance — Mitchell Bristow, Head of Investment Services, Consilium
  What is the right approach to cash monitoring and rebalancing? This session considers how different methods can affect investor outcomes and advice businesses in a New Zealand context.
  
  

• The brand in you — Carlii Lyon, Executive Brand Coach & Author of 'Courage to Be' 
  Raise your profile, own your influence and lead with trust.
  
  

• The growth journey – from rainmaker to growth leader — Emmanuel Macrides and Nathan Krieger, Dimensional Fund Advisors
  Discover the structures and leadership practices that help advisory firms deepen client relationships, develop future leaders and build sustainable growth.
  
  

• Validation: The adviser’s paradox — Ben Brinkerhoff, Head of Advice, Consilium
  Unpack the adviser’s paradox – the more we listen, the more receptive our clients become to advice, action and positive change.

4:30pm — Day 1 wrap up

6:30pm — Pre-dinner drinks (Te Pae Convention Centre)

Day 2

8:30am — Tea and coffee

9:00am — Start time

• Habits of high performers — James Laughlin, best-selling author & leadership strategist
  Learn the habits, mindset and practical strategies that enable high performers to execute with greater clarity, purpose and impact.
  
  

• The disruption opportunity of AI and GLP-1s. Are the investment cases concentrated or broad? — Andrew Bascand, Harbour Asset Management
  In every innovation cycle, clients ask us the same question: Is this time different? The answer: Yes, the technology is different, but the market behaviour is not.

• Consilium Wrap — Dayle Engelbrecht, General Manager of Wrap Solutions, Consilium
  An update on Wrap enhancements and future developments.
  
  

• In practice: insights from advisers
  —  James Howard, Cambridge Partners – Creating diverse employee shareholding
  —  Adam Stewart, Compound Wealth – Unlocking opportunity with digital marketing
  

• Courage to be visible — Carlii Lyon, Executive Brand Coach & Author of 'Courage to Be'
  Building trust and influence in the age of artificial intelligence.

12:45pm onwards — Conference wrap up & lunch

Carlii Lyon

Executive Brand Coach & Author of 'Courage to Be'

For over two decades, Carlii Lyon has helped remarkable people across the globe raise their profile and build influence. As a former international personal publicist, her clients have included a world-leading supermodel turned CEO, New York Times best-selling authors and pioneers in wellness. Today her work centres on one clear idea: visibility is a choice, and courage is the first step.

As the author of 'Courage to Be', Carlii shows leaders how to do work that matters and be seen for it. She has been invited to speak to teams at Top 50 ASX-listed companies and iconic global brands including Financial Times, Spotify, Warner Bros. Discovery, Volvo, McDonald's, Microsoft and L'Oréal. She is a regular contributor to Forbes Australia on personal branding and influence, and has been featured on The Morning Show, Sky News, Smart Company, CEO Magazine and The Sunday Telegraph.

James Laughlin

#1 Best-selling Author of Habits of High Performers | 7-time World Champion | High-performance Leadership Strategist 

James Laughlin isn’t just another leadership speaker. He’s the #1 best-selling author of Habits of High Performers, a seven-time world champion, and a trusted advisor to leaders and teams at the highest level. From corporate boardrooms to Antarctica, James has equipped and inspired people in some of the most challenging environments on earth.

As a sought-after keynote speaker, James has transformed not only elite athletes and billion-dollar CEOs but entire teams — empowering every team member to embrace personal mastery, adaptability, and high-performance habits. His proprietary frameworks are designed to cut through complexity and give people the clarity and tools to achieve extraordinary results.

Beyond the stage, James hosts the #1-ranked Habits of High Performers podcast, where he draws insights from global icons, from Fortune 500 CEOs to world leaders. His message is clear: high performance isn’t reserved for a few. With the right mindset and tools, every person can elevate their game and contribute to sublime results.

David Boyle

Retirement Commissioner
 

David Boyle was appointed as Retirement Commissioner by the Minister of Commerce and Consumer Affairs and began his three-year term on 18 May 2026.

David brings extensive experience across retirement savings, financial wellbeing and public policy, spanning both the public and private sectors. Throughout his career, he has focused on helping New Zealanders build financial security for retirement.

Before his appointment, David was General Manager of KiwiSaver at Fisher Funds. Earlier in his career, he was involved in supporting the development of KiwiSaver at ING, contributing to the growth of one of New Zealand’s most important retirement savings initiatives.

David has previously worked at Te Ara Ahunga Ora Retirement Commission, where he contributed to initiatives to improve financial wellbeing, supported monitoring of the retirement villages sector, and led the early development of the Sorted in Schools financial education programme.

David Haintz

Principal
Global Adviser Alpha

David Haintz is a financial advice leader and value creation specialist, with over 35 years’ experience spanning advice, leadership, M&A, private capital, and global consulting. He is a founding director of Shadforth Financial Group, one of Australia’s leading non-aligned advice businesses, which grew to more than 100 advisers and $13 billion in client funds before being acquired in 2014 for $670 million.

Since 2015, David has advised leading advice firms globally through Global Adviser Alpha, working across Australia, New Zealand, Asia, Europe, and the Middle East. His work focuses on accelerating growth, improving profitability, and increasing enterprise value through clear client value propositions and disciplined execution. As a former director of the Financial Planning Association of Australia, he was instrumental in advancing professionalism, and has served on its Disciplinary and Professionalism Committees.

He is the author of 'The Life-First Advisor', and a regular international speaker on the evolution of financial advice, from product-centric models to client-centric, behaviour-driven advice. In recognition of his contribution to financial planning, business, and the community, David was appointed a Member of the Order of Australia (AM) in 2022.

Professor Ben Marshall

Independent Academic Consultant

Professor Marshall holds the MSA Charitable Trust Chair in Finance at Massey University and is an Honorary Professor at the University of Newcastle.

He focuses on research that is relevant to industry practice. His research interests include factors influencing stock returns, the cost of capital, quantitative approaches to portfolio management, and the impact of ESG on financial markets. 

His research has been published in leading international journals, and he is a regular speaker at international conferences. His work has been discussed in The Economist, Financial Times, and Barrons, and has won numerous prizes, including the INFINZ Research Report of the Year three years in a row. Professor Marshall is currently ranked in the top 1% of authors based on downloads of his working papers.

He consults to public and private companies, serves on the investment committees of a national charity and foundation and speaks at industry events.

Andrew Bascand

Co-CEO, CIO, Portfolio Manager 
Harbour Asset Management

Andrew is a founder, Co-CEO and CIO of Harbour. He holds responsibility for Harbour Australasian equity growth portfolios and works closely with the investment teams on market strategy. As Co-CEO, Andrew also focuses on the overarching management of the business, helping the Harbour team work towards a core vision of being the most trusted investment manager.

Prior to founding 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 equity mandates. In that role Andrew and his team were consistently recognised by the industry for excellence in funds management.

Andrew has over 40 years’ investment management experience including roles with the Reserve Bank of New Zealand, the 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.

Emmanuel Macrides

Head of Enterprise Group, Australia & Vice President
Dimensional Fund Advisors

Emmanuel brings two decades of experience in financial services to his current role as Vice President and Head of Enterprise Group, Australia. Prior to joining Dimensional, Emmanuel was influential in transforming financial advisory firms during his tenure at a leading global money management firm.

Emmanuel is passionate about ensuring people’s lifestyle goals are achieved while implementing quality financial planning strategies. His passion for ensuring the retail consumer receives quality financial planning advice stems from his early experience working within a boutique wealth advice firm as an associate advisor.

In his role at Dimensional, Emmanuel helps professionals conceptualise investment ideas and bring them to life for their clients. Delivering an enlightening investment experience is only one skill; he also provides the sort of thought leadership that helps his clients take their business to the next level and beyond.

Emmanuel holds a Bachelor of Business, majoring in Financial Planning, from RMIT University.

Nathan Krieger

Head of Global Client Group, Australia
Dimensional Fund Advisors

As Head of Dimensional’s Global Client Group, Australia, Nathan serves in a leadership role on several of the firm’s key strategic committees. He is responsible for the strategy and oversight of Dimensional’s client business in Australia and New Zealand, leading a team of professionals committed to delivering an outstanding experience to advisers, intermediaries, and institutional investors.

Since joining Dimensional in 2004 as a Regional Director, Nathan has forged strong and productive relationships with financial professionals across Australia and New Zealand, helping them develop and deliver exceptional investment solutions built on the foundation of financial science.

Prior to joining Dimensional, Nathan held sales and leadership roles at BT Financial Group, MLC Investments, and Commonwealth Securities. Nathan holds an MBA from the Australian Graduate School of Management (AGSM) and a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia (FINSIA). He graduated from Macquarie University, Sydney, with a Bachelor of Commerce.

Dietary requests

If you haven't already, please let us know if you have any dietary requirements for catering purposes. Send an email to Libby Hughes at libby.hughes@consilium.co.nz.

Parking

The venue 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

Non attendance

Attendance to the Consilium Partner Firm Conference and Dinner 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.

Relax & engage!
We will be doing the note taking for you...

During the conference, we will be using Contented – an AI platform founded in Ōtāutahi Christchurch prioritising trust, security, and keeping the human element central to AI. After the event, we will provide summary points for each presentation alongside the video recordings.

*Note: James Laughlin's presentation will not be recorded due to copyright restrictions.