How does the "great wealth transfer" apply in the NZ context, and what are the implications for NZ women and our industry?

We look to the challenges of attracting women and others into a diverse and rewarding financial services sector. 

Speakers include: 

• Prue Tyler (Facilitator) - Founder & Director, SHIFT
• Andrew Williams - Owner & Director, Alvarium
  
• Gretchen Williamson - Investment Adviser, Craigs Investment Partners
• Samira Boock - Senior Associate, Dentons New Zealand

Sponsored by:

New Zealand's Climate Response: Disclose, Definitions and Data

This session brings together the key officials from the FMA and XRB to discuss their roles as standard setters and regulators, and how they work together to support the allocation of capital towards activities that are consistent with a transition to a low emission, climate resilient future. Recognising that disclosure is only one element of our response to climate change, we will also discuss a green or sustainable finance taxonomy and its role in enabling capital allocation for sustainability outcomes.

Come ready to ask those questions on anything CRD, your reporting, what the activity is coming from our key climate reporting agencies and how you can use your work in the climate space as an opportunity.

Speakers include:

• Daniel Street (Facilitator) - Partner, DLA Piper
• Amelia Sharman - Director Sustainable Reporting, External Reporting Board (XRB) 
• Jo Kelly - Chief Executive, Centre for Sustainable Finance
• Michael van Zijl - Acting Manager, Climate Related Disclosures, Financial Markets Authority

11.30AM - 11.45AM

Research Launch

A quick deep dive into the latest FSC Money & You Research. 

Speakers include:

• Jack Tame (Facilitator) - Political Reporter, TVNZ
• David Bishop - Research Lead, Financial Services Council
• Lloyd Kavanagh - Partner, MinterEllisonRuddWatts

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Panel Discussion 2

11.45AM - 12.35PM

Leading Economists Session: Will we see 2% again?

In this session, economists from across the sector will discuss the economic state of New Zealand and the world. The panel will reflect on the challenges we face, and debate impacts of the cost-of-living crisis, inflation, investments, local events and global challenges.

Speakers include:

• Jack Tame (Facilitator) - Political Reporter, TVNZ
• Gail Pacheco - Professor of Economics and Director of the NZ Policy Research Institute, Auckland University of Technology
• Henry Russell - Economist, ANZ
• Mary Jo Vergara - Senior Economist, Kiwibank
• Nick Tuffley - Chief Economist, ASB
  

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Workplace Savings

Empowering financial wellness through innovative workplace savings scheme initiatives

Join Mark Williamson, Benefits Manager at NZ Defence Force, as he reveals how tailored savings facilities, comprehensive insurances, financial advice, mortgage broker services, and financial capability programmes from the Retirement Commission are reshaping financial resilience for Defence community members.

Mark’s presentation will be followed by a panel discussion between Mark, Prue Tyler (Director of Shift Compliance Limited.) and Michelle Forster (Director & Licensed Independent Trustee) on the challenges, opportunities, and transformative benefits of these or similar initiatives for employers, employees, and their families. 

Speakers include: 

• Mike Woodbury (Facilitator) - Consultant, Chapman Tripp
• Mark Williamson - Benefits Manager, NZ Defence Force
• Michelle Forster - Principal, Heathcote Investment Partners and Licensed Independent Trustee
• Prue Tyler - Director, SHIFT

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Investment and KiwiSaver 1

In this session, the panel discusses the ins and outs of KiwiSaver reform, what should be included and why, and debates the proposed Government changes to KiwiSaver.  

Speakers include:

• Penny Sheerin (Facilitator) - Partner, Chapman Tripp
• Anna Scott - Chief Executive Officer, Smartshares - NZX
• Harry Koprivcic - Chief Executive Officer, Guardian Trust
• Nigel Jackson - Chief Executive Officer, BT Funds Management
• Sonya Williams - Co-founder, Director, and 3EO, Sharesies

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Life and Health Insurance 1

Genetics, how far have we come?

With significant work underway in the FSC since the Genetics Masterclass at the 2023 Conference, we will look at how the debate is taking shape and the future of genetics and insurance in NZ.

Speakers include:

• Russell Hutchinson (Facilitator) - Director, Chatswood Consulting / QPR
• Ingrid Thorn - Head Underwriting L&H ANZ, Director L&H Reinsurance, Swiss Re
  
• Michael Hobbs - Head of Claim Approvals, Southern Cross Health Society

• Dr. Robert Young - General Physician, Auckland City Hospital

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Health Insurance 2

Lifespan versus Healthspan: How technology can help drive healthier living in older age.

This session will delve into the recent FSC Insights and Trends research that focused on the ageing global population, and how technology can turn the tide from simply ageing to ageing more healthily.

Speakers include:

• Arishma Singh (Facilitator) - Adviser Partner Manager, nib
• Alex Kühnast - Chief Product & Strategy Officer, AIA
• Cecilia Robinson - Founder, Au Pair Link, My Food Bag & Tend
• Kate Reid - Partner, Deloitte

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Life Insurance 2

CEO Strategy

In this session we invite CEOs and key figures in the life insurance industry to share what keeps them awake at night and how the industry can collaborate to better protect New Zealanders and drive a sustainable life insurance sector.

Speakers include:

• Steven Burgess (Facilitator) - Chief Executive Officer, Compliance Refinery
• Alissa Holz - Senior Vice President & Deputy CEO, Australia & NZ, RGA
• Lee Mauger - Chief Transformation Architect, PWC
• Michael Weston - Chief Executive Officer, Partners Life
  
• Nick Stanhope - Chief Executive Officer, AIA
  

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Diversity and Inclusion

Resilience & Prosperity for Gen Alpha and our younger generation

Research shows that younger generations often find finances the most challenging, and they appear less engaged in managing their money.

In this session, we explore how financial capability programmes in schools and government commitments to further support these initiatives can shift the dial for Generation Alpha and younger generations. What changes will make a significant impact?

Speakers include:

• Emilie McCallum (Facilitator) - Partner, Mosaic FSI
• Simon Brown - Co-CEO, Banqer
• Shelley Dunmore - Senior Manager Community Partnerships, ASB
• Yasmin Frazer - Learning Lead, Sorted in Schools

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KEYNOTE AND CONFERENCE DAY WRAP

4.35PM - 5.00PM

To close out the day, we invite our guest speaker to the stage before our MCs Vanja Thomas and Steve Burgess take us through their highlights of the day and preview Thursday's sessions.

Speakers include:

• Hon. David Seymour - Minister for Regulation 

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