Partner Firm Conference 2022

Day 1

8:45am — Tea and coffee

9:00am — Start time

• Welcome — Scott Alman
  
  
• ESG Investing: Theory and Evidence — Professor Ben Marshall
  The effect of a company’s Environmental, Social and Governance (ESG) characteristics on its investment returns.
  
  
• Strategic Asset Allocation Reviews, Then and Now — Damon O’Brien
  Lifting the lid on Consilium Investment Committee’s SAA review process, how your growth has allowed us to improve portfolios, and exciting opportunities in 2022.
  
  
• The Role of Alternatives in a Global Portfolio — Warwick Schneller
  
  
• Wrap Update — Adrian Durham
  
  
• Using the New Wrap  — Dayle Engelbrecht
  
  
• The Future Opportunity of KiwiSaver and Advice — Andrew Bascand
  Why KiwiSaver should be built into the fabric of financial advice.
  
  
• A New Look at KiwiSaver — Ben Brinkerhoff
  Take a deeper look at why adviser led KiwiSaver is (and should be) the future.
  
  
• The Science of Spending — Ben Brinkerhoff
  Understanding the psychological processes in the act of spending money and learn how you can help your clients to grow life and happiness with wealth.

5:00pm — Day 1 Wrap Up

6:30pm — Pre-dinner drinks (Town Hall, upstairs Kilmore Bar)

Day 2

8:45am — Tea and coffee

9:15am — Start time

• The 2022 SAA Review(s) — Mitchell Bristow
  A closer look at the 2022 SAA review of Phase One, and how Phase Two will impact your businesses going forward.
  
  
• 2022 SAA - Q&A — Damon O'Brien & Mitchell Bristow
  
  
• MoneyStrengths — Malcolm Harrington
  Updated version now available!
  
  
• Conscious Communication — Anthony Laye
  How to build a conscious rapport using The M.E.E.T.S strategy.
  
  
• The Future of Independent Advisers in NZ — Richard Klipin
  A closer look at the market share for independent advisers in NZ – what has it been, what is it now and what does the future hold?
  
  
• Top 5 – Consilium Quick Hits
  - 5 Reasons to Love Case Management — Natasha Van Koeverden
  - 5 Things You Should Know About Your IT Security — Tim McConnell
  - 5 Lessons From Auditing Adviser Firms — Amanda Wolt
  
  
• Breakout sessions
  - Sketch Sessions (Limes Room) — Ben Brinkerhoff
  - Wrap Platform Hacks (Victoria Room) — Dayle Engelbrecht
  
  
• Guest presenter Dave Letele
  Fearlessly facing challenges and dealing with adversity
  
  

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

Prof Ben Marshall

Independent Academic Consultant


Professor Ben Marshall works with the Consilium Investment Committee (CIC) 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.

Warwick Schneller

Senior Researcher & Vice President
Dimensional Fund Advisors

Warwick Schneller is a Senior Research 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.

Adrian Durham

Group Chief Executive Officer
FNZ Group

Adrian is the founder and Group CEO of FNZ Group and has overseen the development of the company since it started in 2003. He is currently based in the company’s Munich office.

Prior to founding FNZ, he worked as an equity analyst for what at the time was Credit Suisse NZ now First NZ Capital.

Adrian has a BSc (Hons 1st Class) in physics and mathematics, and a BMus in performance piano, both from Victoria University Wellington.

Andrew Bascand

Managing Director & Portfolio Manager
Harbour Asset Management

Andrew is a founder and Managing Director at Harbour. He and holds responsibility for our 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.

Richard Klipin

Chief Executive Officer
Financial Services Council of New Zealand (FSC)

Richard is the CEO of Financial Services Council of New Zealand (FSC) since 2016 and has led change and growth for peak industry associations, as well as in executive roles with major banks and insurance companies. He is a skilled community builder across the sector, engaging with diverse industry stakeholders to contribute to shaping government policy and regulatory outcomes. He is a key spokesperson for the industry with government, media and consumers.

He was appointed to the Board of Trustees Executors Limited (TEL) in May 2020 and is also Chair of their Audit, Risk and Compliance Committee. Prior to this Richard was Chief Distribution Officer of Sovereign Assurance, with a brief to lead Sovereign’s distribution businesses through the regulatory changes sweeping the sector.

Richard holds an MBA from the Macquarie Graduate School of Management, a Bachelor of Arts and Diploma of Education from Macquarie University; and completed the Denison Miller Senior Executive Leadership Program and ‘Rethinking Leadership’ program with the Hunger Project in India.

David Letele

Motivational speaker &
Founder of Buttabean Motivation

Former professional boxer, Dave (AKA Brown Buttabean) is a South Auckland community leader who uses his platform to advocate for families in need. Having grown up with a father who was the president of the Mongrel Mob and in and out of prison throughout his childhood, Dave understands what it means to struggle. It took Dave a near-death experience to pull him out of a downward spiral. From there, he embarked on a journey that led to him owning several businesses, playing rugby league all over the world, becoming a professional boxer, losing almost 100 kg in body weight, and starting over.

Dave is an inspiration to thousands of Kiwis, achieving his transformation purely through hard work and dedication. Starting his platform via his private Facebook group where over 10,000 people have achieved life-changing levels of weight loss, Dave went on to found his company Buttabean Motivation (BBM), where he and his team are currently working with public health and social service providers across Auckland to deliver his highly effective BBM programs to improve the health outcomes for obese people. In 2022, Dave was awarded with the Kiwibank New Zealand Local Hero of the year Award for his incredible work across Aotearoa.

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 10.5 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 us know in advance. You will otherwise be catered for and there may be a charge for non-attendance.

Accommodation

Rydges Latimer Christchurch
30 Latimer Square
Special rate on all room types. Book your stay at Rydges here. Select the Latimer hotel, enter your dates and click GO. Select number of guests and then I HAVE A CODE. In the CORPORATE ID field enter the promo code CFFCWEB.

Fable Christchurch
166 Gloucester Street
Special rate on all room types. Book your stay at Fable Christchurch here. Select your dates and enter the promo code CONSILIUM. Click CHECK AVAILABILITY to view the rooms available on your dates.

Novotel Christchurch Cathedral Square & ibis Christchurch
52 Cathedral Square, 107 Hereford Street
Special rate on all room types. Book your stay at Novotel Cathedral Square or ibis Christchurch here. Select your preferred hotel and dates and Click SEARCH to find available rooms.