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Business Sessions & Master Classes

The following is current as at 14 May 2012 however subject to change. As presenters confirm, details will be updated.
Each business session will have four concurrent sessions - you select your session on the day. The presentations are catergorised Investment, Risk, Practice Management and Other.

MasterClasses Tuesday 17 July 0930 - 1700 (Inv) OR 1300 - 1700 (Risk)
Risk: Download the programme - click here Note, it is possible to have a Investment/Risk combo. This would include the morning session for Investment and afternoon session for Risk
CPD Hours 3.5 Unstructured for attendance or 3.5 Structured for attendance and online test
Investment: Download the programme - click here. This session will be a full day 0930 - 1700
CPD Hours 6 Unstructured for attendance or 6 Structured for attendance and online test
Cost: Risk
$85 for members attending conference
$115 for members not attending conference
$145 for non members
Investment or Risk/Investment Combo
$150 for members attending conference
$180 for members not attending conference
$210 for non members
Business Sessions
Session One Wednesday 18 July 1115



 

Investment Accurately assessing client risk and constructing suitable investment portfolios
Paul Resnik and Mike Newton
In this session, Paul Resnick, founder of FinaMetrica, and Mike Newton, Director of investment advisory firm, Newton Ross, will provide you with their thoughts and approach to accurately assessing client risk and constructing suitable investment portfolios. In particular, Paul will provide an overview on FinaMetrica and his experiences on risk assessment from around the world. Mike will then provide some practical insights on his firm’s approach to risk profiling and portfolio construction.

Mike is a Director of NEWTON ROSS, a specialist private investment management firm based in Auckland. Mike along with Wayne Ross established NEWTON ROSS in 2003 to provide individually constructed portfolios for higher net wealth investors, charitable trusts and institutional clients. Prior to NEWTON ROSS, Mike was Chief Operating Officer for BT Funds Management in New Zealand.
Since inception, NEWTON ROSS has had an excellent investment track record having steered clients through the very difficult last few years and has never recommended investments to clients that have collapsed or failed (such as finance companies, structured credit products, property syndicates, mortgage funds or the like)
.

Paul has been part of the financial services industry since 1970, predominantly in creative roles in all parts of the supply chain. He has founded life insurance, financial planning, asset management, wrap account, consulting, recruitment, conference and financial planning software businesses. He is an advocate for transparency and collaborative planning leading to an investor's properly informed commitment to their financial plan. Paul is co-founder of FinaMetrica which licences a psychometric financial risk tolerance assessment tool and supporting methodologies to financial advisers around the globe. More than 3,000 advisers in 19 countries have directed their clients to complete 500,000 profiles since 1998. The FinaMetrica test had been translated into 7 languages. FinaMetrica has a substantial and growing number of New Zealand subscribers, he is a regular visitor and occasional speaker.






Sponsored by

Risk / Investment Buy / Sell Agreements: Tips and Traps
Matthew Hay
Matthew has extensive experience with buy / sell agreements having advised on the creation of templates for clients, as well as principals and shareholders that are party to buy / sell arrangements. Matthew's session at the conference will be on buy/sell agreements and will cover:
* The importance of properly documenting buy / sell arrangements
* The key issues that parties to buy / sell agreements need to consider
* What can go wrong and how you can help prevent this

Matthew is a partner in the Corporate team at DLA Phillips Fox.  He provides corporate and commercial advice to small and medium sized businesses, as well as trust and succession planning advice to high net worth individuals and trustees.  He also advises on business acquisitions and disposals, business structuring, general corporate governance and compliance, business franchising, shareholder relations and commercial contracting as well as general trust, Will and estate matters.

 

Sponsored by

Practice Management Marketing, Advertising and Promoting your Business - and You!
Danied Manford
How do you connect with prospective clients – and stay connected once they’re clients?
If you think it’s tough developing a brand in financial advice – try real estate consulting! Drawing on his experiences in everything from real estate selling to promoting a membership body to advertising, Daniel will provide  useful tips and tricks on the power of compelling ‘hooks’, the importance of a clear purpose, effectrie advertising, having a strong public brand, effective networking, creating a clear message about your firm’s benefits to clients – and much more.

Daniel has had a wide and varied career in advertising, sales and marketing.  He is currently a residential sales consultant at Barfoot & Thompson, Guest Lecturer at Unitec Institute of Technology, and Creative Director at Additive Design & Marketing. Previous roles included  Sales Manager fort Auckland Chamber of Commerce and sales director & co-founder of HumanusBlue Limited.
For the last 12 years Daniel has designed brands, advertising, magazines, software GUIs, and literally hundreds of websites. He's been the creative force behind a number of tech companies as well as the editor of the Auckland Chamber of Commerce magazine b-Innovative. He passionately believes that business should be beautiful
.


Practice Management A mortgage, a family, a home business - how technology helps!
James McLeod (repeat)
Tablets have the potential to revolutionise your business and how your current and potential clients interact with you. In this session we’ll look at how tablets can help you  do more in less time, for less cost. You’ll also see how you can use applications that go beyond the basics of email and word processing etc.

Made4Baby, a 'Most Inspired Use of Technology' award winner, sells baby skincare products in over 300 retailers in New Zealand and exports to 6 countries, all with only one full time employee, Rebecca McLeod. Working from home, she's not alone, there are just under 300k home businesses in NZ. Highlighted by Telecom and Xero as a business case study Made4Baby realised early on that by utilising internet based services (aka 'cloud' technology) accessible by a laptop, smartphone or a tablet, they can run their business from anywhere in the world. 

James McLeod, Rebecca's husband manages the technology side of the business. With 15 years marketing experience for telecommunications companies in the UK, France, Australia and now New Zealand, James's knowledge in this area comes in handy when delivering simple, practical technology solutions that suits Rebecca's busy work life schedule.

Session Two Wednesday 18 July 1215

 



Sponsored by

Investment Show Me the Money! Strategies and Risk in generating real returns for clients through to 2020. Session One
Simon Botherway and Keith Poore
The last decade has proved a challenging one for investors in diversified portfolios, and for advocates of modern portfolio theory. The volatility and returns of major asset classes such as global equities (which on an unhedged basis has generated a negative return to NZ investors over the last 10 years) has severely hampered investor returns. With much uncertainty surrounding the global economy, perhaps the greatest challenge facing our industry is how we can create positive net real returns at acceptable levels of risk for our investors over the rest of the decade. Spread over two business sessions, our expert speakers will articulate their views on the key issues influencing, and how best to generate decent returns for investors through to 2020 and beyond.

Simon is General Manager of Investment Management at ANZ Wealth. Simon co-founded Brook Asset Management in 2002 and departed in 2008 having built NZ’s largest boutique equities fund manager.  Simon was appointed as a member of the Securities Commission in 2009 and prior to joining ANZ in 2011, Simon chaired the Financial Markets Authority Establishment Board.  Simon holds the post-graduate Chartered Financial Analyst designation from the US-based CFA institute.  Simon is a past-president of the CFA Society and has also served as a director of Fisher and Paykel Appliances and the Electricity Authority Establishment Board. 
Simon will discuss why he thinks advisers will do well to achieve positive real returns for investors in this decade.

Keith is the current Head of Investment Strategy at AMP Capital. In this role Keith is responsible for the strategic and dynamic asset allocation of the multi sector portfolios.  Keith started his career in financial markets in 1993 as an analyst with Reuters in London. He moved to New Zealand 15 years ago and in that time has held senior investment strategy positions at BNZ Investment Management, Grosvenor Financial Services, AXA Global Investors and the New Zealand Superannuation Fund. Keith has first class honours degrees in both economics and statistics.
Keith will present his synopsis on the sectors and assets that will likely outperform over the coming decade and why.

 

Risk Using Risk Research in your Business
Andrew Logan
Andrew will be discussing the role of Risk Research in the advice process, the need for client specific product analysis and how research and quoting can be streamlined into the report writing process.

Andrew is the New Zealand Manager of IRESS Market Technology’s Wealth Management Division. IRESS is a principal supplier of share market and wealth management systems with over 600 staff and a market capitalisation of NZ$1,4 Billion. Their flagship Wealth Management product in New Zealand is XPLAN, a powerful online CRM offering tight integration with 12 specialist modules, including Insurance Research and Quoting, Investment Planning and Portfolio Management, Mortgage Qualification, Commission Management and customised Report Writing tools.


Sponsored by

Practice Management Marketing, Advertising and Promoting your Business - and You! (Repeat)
Danied Manford
How do you connect with prospective clients – and stay connected once they’re clients?
If you think it’s tough developing a brand in financial advice – try real estate consulting! Drawing on his experiences in everything from real estate selling to promoting a membership body to advertising, Daniel will provide  useful tips and tricks on the power of compelling ‘hooks’, the importance of a clear purpose, effectrie advertising, having a strong public brand, effective networking, creating a clear message about your firm’s benefits to clients – and much more.

Daniel has had a wide and varied career in advertising, sales and marketing.  He is currently a residential sales consultant at Barfoot & Thompson, Guest Lecturer at Unitec Institute of Technology, and Creative Director at Additive Design & Marketing. Previous roles included  Sales Manager fort Auckland Chamber of Commerce and sales director & co-founder of HumanusBlue Limited.
For the last 12 years Daniel has designed brands, advertising, magazines, software GUIs, and literally hundreds of websites. He's been the creative force behind a number of tech companies as well as the editor of the Auckland Chamber of Commerce magazine b-Innovative. He passionately believes that business should be beautiful
.


Other Key Tax Updates
Iain Craig
This presentation will update participants on the current tax environment and its impact on business and investments including PIE’s, FIF’s and the choice of entity for carrying on a business or owning investments.

Iain is a specialist tax partner with BDO Auckland.  He has a particular interest in international aspects of tax and in the effective use of legitimate structures to manage family wealth and investments.  He is the International Tax Coordinator for BDO New Zealand, a Regional Head of Tax for BDO in Asia Pacific, and a past presenter to this conference.

Session Three Thursday 19 July 1030

 

 


Practice Management Using your Tablet or iPad in your business
James McLeod (repeat)
Tablets have the potential to revolutionise your business and how your current and potential clients interact with you. In this session we’ll look at how tablets can help you  do more in less time, for less cost. You’ll also see how you can use applications that go beyond the basics of email and word processing etc.

Made4Baby, a 'Most Inspired Use of Technology' award winner, sells baby skincare products in over 300 retailers in New Zealand and exports to 6 countries, all with only one full time employee, Rebecca McLeod. Working from home, she's not alone, there are just under 300k home businesses in NZ. Highlighted by Telecom and Xero as a business case study Made4Baby realised early on that by utilising internet based services (aka 'cloud' technology) accessible by a laptop, smartphone or a tablet, they can run their business from anywhere in the world. 

James McLeod, Rebecca's husband manages the technology side of the business. With 15 years marketing experience for telecommunications companies in the UK, France, Australia and now New Zealand, James's knowledge in this area comes in handy when delivering simple, practical technology solutions that suits Rebecca's busy work life schedule.





Sponsored by

Risk Business Insurance. What the Business Owner really wants
Richard Winch & Gary Robertson
  • Wanting to get into the business risk market?
  • In there but not achieving the results you would like?
  • Not quite sure how to approach business owners to get them interested?.

This session will put you in front of two business owners who will tell you what it is like to run a business and how that relates to their insurance needs.
They will explain to you what would make them say yes to the telemarketer, invite you in, not throw away your card and go to the next step. You will walk away enlightened and armed with a set of questions to add to your sales kitbag.

Richard has been in Information Technology all his working life.  During this time he has held executive positions and worked on overseas assignments in the UK and USA for companies such as General Motors and American Express. Richard is currently a shareholder and director of a specialist IT company that provides storage and data protection services. Our clients include:  Government Departments, Universities, Financial Organisations and medium to large corporates. The company has a staff of 30 and has offices in Auckland, Wellington and Melbourne

Gary purchased a home delivery soft drink company in the early 80's (in receivership), and changed the product to post mix, specializing in licensed premises. The only competitor at that time was Coke Cola. Also at the same time, Gary owned a deli in Manukau City Centre and a Health Products Shop, selling both in 1984.  In 1986, Gary sold the post mix company to DB who had the license for Pepsi Cola. In 1990, Gary formed a company in Los Angeles to introduce Vogel’s bread which he sold six years later and returned to New Zealand. From 1997-to present day, Gary formed a company, Fountain Drinks which specializes in post mix.  They supply nationally and provide full service with rental equipment and syrups.





Sponsored by

Practice Management Eyes up - Look ahead!
Mike Barnes

Structuring your business for ‘Value add’ sounds like a good idea but does that mean building a business you can’t handle? How do you know what’s right for you?
You’ll learn the biggest mistake people make in Strategic Planning before discovering how to define your Ethos so you can match it to the business model that suits you best.
Finally, Mike will help you learn the 2 key elements of your strategic plan that must match your personality in order for you to achieve lasting success. This is the focus you’ve been looking for!

Mike is a professional Development Coach which means he works with people to help them learn the skills they need, to get them where they want to go. He currently works with several accounting firms, a legal practice, a group of elite insurance brokers in the South and North Island and a past world champion motocross rider.
His work ranges from sales training, to strategic facilitation coaching, from centre of influence tactics and understanding your psyche, to sports mental preparation.
Approx. 70% of his role is using his training in the Enneagram Personality system to help professionals with the internal battle of ‘will vs. skill’ they either have the ‘will’ but the skill is lacking or have a reasonable level of skill but their ‘inner critic’ keeps holding them back.


Sponsored by

Other Walk Your Talk ...continued from keynote
Dr Gary Dennis
The business session starts with the Energy Audit which I find is always well received because it is very personal to the delegates. From there I cover the impressions that we make .... 1st, 2nd, 3rd and 4th in how people perceive the story that we tell. Don't expect people to walk your talk ... if you are not doing it!

Gary is a pioneer, adventurer, chiropractor and parent. As a doctor to the corporate body, his focus is on how executives and team members manage their energy to fulfil the corporate mission - inside and outside of the work place.

Session Four Thursday 19 July 1130




Andrew Bascand

Sponsored by

Investment Show Me the Money! - Strategies and Risk in generating real returns for clients through to 2020. Session Two (not a repeat)
Andrew Bascand and Chris Douglas

The last decade has proved a challenging one for investors in diversified portfolios, and for advocates of modern portfolio theory. The volatility and returns of major asset classes such as global equities (which on an unhedged basis has generated a negative return to NZ investors over the last 10 years) has severely hampered investor returns. With much uncertainty surrounding the global economy, perhaps the greatest challenge facing our industry is how we can create positive net real returns at acceptable levels of risk for our investors over the rest of the decade. Spread over two business sessions, our expert speakers will articulate their views on the key issues influencing, and how best to generate decent returns for investors through to 2020 and beyond.

Session Two
Andrew will discuss why the local equity markets are well placed to perform well through to 2020. In this discussion Andrew will draw on both global and Australasian macro themes that present opportunities for sustainable growth through to 2020. Based on these themes Andrew will demonstrate which industries should benefit and which type of companies are well positioned for this growth. Key to his presentation will be the ability for Australasian companies to share in not only local growth but also in global growth opportunities.

Andrew is the Managing Director and Portfolio Manager at Harbour Asset Management. He spent 10 years with Alliance Bernstein (NZ) 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 27 years’ investment management experience in 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.

Chris is Co-Head of Fund Research with Morningstar, a leading global provider of independent investment research. Chris is jointly responsible for leading qualitative research on Australian and New Zealand fund managers and their funds, and leads Morningstar’s fund review process, monitoring the production schedule and internal processes.


Other Estate Planning In 2012
John Brown

What's been the impact of the abolition of gift duty? What are the potential problems of accelerating gifting? Are family trusts still the answer? Come along to learn the answers to these and other questions, the latest on wills and more

Well-known to many, John is a Barrister and Chair of the Institute's Estate Planning SIG, and is a regular commentator and presenter on estate planning topics.






Sponsored by

Practice Management Eyes up - Look ahead! (repeat)
Mike Barnes

Structuring your business for ‘Value add’ sounds like a good idea but does that mean building a business you can’t handle? How do you know what’s right for you?
You’ll learn the biggest mistake people make in Strategic Planning before discovering how to define your Ethos so you can match it to the business model that suits you best.
Finally, Mike will help you learn the 2 key elements of your strategic plan that must match your personality in order for you to achieve lasting success. This is the focus you’ve been looking for!

Mike is a professional Development Coach which means he works with people to help them learn the skills they need, to get them where they want to go. He currently works with several accounting firms, a legal practice, a group of elite insurance brokers in the South and North Island and a past world champion motocross rider.
His work ranges from sales training, to strategic facilitation coaching, from centre of influence tactics and understanding your psyche, to sports mental preparation.
Approx. 70% of his role is using his training in the Enneagram Personality system to help professionals with the internal battle of ‘will vs. skill’ they either have the ‘will’ but the skill is lacking or have a reasonable level of skill but their ‘inner critic’ keeps holding them back.





Sponsored by

Risk / Investment Buy / Sell Agreements: Tips and Traps (repeat)
Matthew Hay
Matthew has extensive experience with buy / sell agreements having advised on the creation of templates for clients, as well as principals and shareholders that are party to buy / sell arrangements. Matthew's session at the conference will be on buy/sell agreements and will cover:
* The importance of properly documenting buy / sell arrangements
* The key issues that parties to buy / sell agreements need to consider
* What can go wrong and how you can help prevent this

Matthew is a partner in the Corporate team at DLA Phillips Fox.  He provides corporate and commercial advice to small and medium sized businesses, as well as trust and succession planning advice to high net worth individuals and trustees.  He also advises on business acquisitions and disposals, business structuring, general corporate governance and compliance, business franchising, shareholder relations and commercial contracting as well as general trust, Will and estate matters.