NEWSLETTER€¦ · INDUSTRY TRENDS, RESEARCH, AND COMMENTARY. Leases: What Investors Need to Know...
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View this email in your browser NEWSLETTER May 2019 Pictured: The Alternatives Conference Jeff Stangl, CFA Society New Zealand Chair, gives a member update on the conclusion of the conference Dear members Last week’s conference was a phenomenal success for many reasons. It was fantastic to have so many members attending and lots of new faces, especially young professionals and aspiring students. Networking is a valuable aspect of these events and it was good to see people reconnecting and connecting. The wide range of speakers and topics provided something of interest for everyone and the feedback has been very positive. We'll be making lots of content available, including videos, presentations and interviews. Do utilise and share these resources. A big thanks to all attendees, sponsors and contributors, for your important part in making it happen. Now we can start thinking of ideas for the 2021 investment conference, it will be here before we know it!
Transcript of NEWSLETTER€¦ · INDUSTRY TRENDS, RESEARCH, AND COMMENTARY. Leases: What Investors Need to Know...
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NEWSLETTER
May 2019
Pictured: The Alternatives Conference
Jeff Stangl, CFA Society New Zealand Chair, gives a member update on the
conclusion of the conference
Dear members
Last week’s conference was a phenomenal success for many reasons. It was fantastic to have
so many members attending and lots of new faces, especially young professionals and aspiring
students.
Networking is a valuable aspect of these events and it was good to see people reconnecting
and connecting. The wide range of speakers and topics provided something of interest for
everyone and the feedback has been very positive. We'll be making lots of content available,
including videos, presentations and interviews. Do utilise and share these resources.
A big thanks to all attendees, sponsors and contributors, for your important part in making it
happen. Now we can start thinking of ideas for the 2021 investment conference, it will be here
before we know it!
The 2019 Global CFA Society Leadership Conference recently took place in London, see
more info below. While in London, CFA Society NZ partnered with INFINZ and Massey
University to host a networking and educational event for our alumni. We had a fantastic
turnout with 65 attendees, all seeming to enjoy the evening. The panel discussion on the
‘Future of the Finance Profession’ comprised of four women in senior leadership roles across
the sector. We are very grateful to Royal Bank of Scotland CEO and kiwi Ross McEwan, for
generously hosting the event.
Also, please join me in congratulating our board member, Chelsea Leadbetter, CFA for
winning Emerging Leader of the Year, at the INFINZ awards. What a great inspiration for young
CFA charterholders and candidates out there.
Lastly, keep your ear to the ground with regards to CPD for CFAs, changes are on the way.
There’s an opportunity to have input into CFA’s CPD competency framework on 24 June, so
please find out more.
Best regards
Dr Jeffrey Stangl, CFA
Browse all photos on Facebook
Conference content coming
soon
Presentations - video recordings and
power points
Interviews - view a taster; Louis
Boulanger (pictured) answers
questions following his
presentation 'The Rise and Systemic
Risk and Role of Gold' approx 6
minutes
Thanks to our sponsors and supporters
Enjoy $25 off your first delivery when
you sign a subscription to conference
sponsor WineFriend. Use promo code:
CFA, valid until 30
June. www.winefriend.co.nz
WHAT'S COMING UP
21 June 2019, Auckland - NOTE
NEW DATE!
Celebrating 500 members,
member drinks and networking
Join the CFA Society NZ board to celebrate the
milestone of reaching 500 society members.
Find out more and register
24 June 2019, Auckland
Participate in CPD round table
research
4.30-6.30/7pm, Northern Club, Auckland
CFA Institute is developing a CPD competency
framework to support members in developing
their careers. They are seeking information from
practitioners to ensure the framework meets the
needs of members in different markets.
Join a round-table discussion session led by Neil
Govier, CPD Director for the APAC region, to
exchange thoughts and ideas on the range of
business and technical competencies needed to
be successful in the investment sector.
Email [email protected] for more
info
12 August 2019, Wellington
Celebrating 500 members,
member drinks and networking
Join the CFA Society NZ board to celebrate the
milestone of reaching 500 society members.
Details and register here
BIG CPD NEWS FOR NEW ZEALAND MEMBERS
CFA Society New Zealand is joining with LinkedIn Learning as new e-learning
resource available for CFA Society members, including associate members.
LinkedIn Learning is an award-winning industry leader in online training, with a digital
library of over 6,000 courses covering a wide range of technical, business, software and
creative topics.
Launching with LinkedIn Learning is a strong commitment to provide e-learning
opportunities for CFA Society New Zealand Members as part of our mission.
The expected launch date is August 2019. Watch out for more information.
WHAT'S BEEN HAPPENING
Women in Finance events at Lincoln and Canterbury universities
CFA continues to look at ways to encourage diversity in the finance sector and views active engagement
with students in the early stages of their careers as important. Our 2019 Women in Finance seminar
series kicked off with events at Lincoln and Canterbury university in early May – led by Brooke Roberts
(CEO and co-founder of Sharesies) and Chelsea Leadbetter. Discussions ranged from our career path to
date, advice looking back, challenges, support available, and how to encourage more women into the
finance industry – with great engagement and questions from the students. We look forward to hosting
more events through the course of the year!
London alumni event, CFA Society NZ, Massey University and INFINZ.
With Ross McEwan, hosted by RBS
2019 Global Society Leadership Conference, London
Earlier in May, 450 society leaders from 155 countries gathered for the annual conference. Representing
New Zealand was; Jeff Stangl (Chair) and Eric Wei (Director) - pictured below.
Key initiatives covered at the conference:
Continuing Professional Development (CPD)
This was big topic of discussion, based on increasing expectations by regulators globally. Our society is
taking a leading role.
Computer-based testing
In 1963 CFA Institute administered the CFA Program exam to 284 candidates. In 2018 exam registrations
reached 319,000. CFA Program Level I will transition to computer-based testing (CBT) in 2021. No
decisions yet for Levels II and III.
Societies 2.0
This initiative empowers local societies through greater autonomy backed by additional funding and
staffing. Members can expect to see greater local brand visibility and initiatives such as the conference.
The Principles of Partnership and Operating Framework
Advocacy
A work stream has been established to focus on leveraging society volunteers globally to support policy
work. Annual society advocacy training sessions have been established in each region, with Society
Advocacy Advisory Committees in place to help set policies and priorities.
Find out more from the conference
MEMBER PROFILE
Chelsea Leadbetter, CFA
Senior Equity Analyst
Forsyth Barr
Chelsea, CFA Society New Zealand
board member, is pictured with her
'Emerging Leader of the Year'
trophy, received at the INFINZ
awards, 22 May 2019.
What are some of your career highlights so far?
That is hard to narrow down, but one over-arching highlight reflecting back would be my
development both personally and professionally over the past 10 years or so since joining
Forsyth Barr straight out of university. The industry has provided a great learning environment
and I feel fortunate to have access to a wide array of senior leaders across various businesses.
Most recently being named Emerging Leader of the Year at the 2019 INFINZ awards was
definitely a clear highlight! Being recognised by your peers is a great feeling.
What do you like most about your job/industry?
It’s dynamic, fast paced, rewarding and challenging. You can wake up and think you’ve got a
plan for the day and then it can completely go out the window. That is exciting and there’s
always something more you can be doing or learning. The exposure to a wide range of
businesses, people and the healthy debates also keeps every day interesting.
What are your interests outside work?
Playing sport, time with family and reading a good book! We are also nearing the end of a
house build – so that has kept me busy.
Beyond my core role at Forsyth Barr, I also enjoy engaging with and helping to support/develop
the next generation through presentations at universities and high schools and
tutoring/mentoring various students. I find this particularly rewarding.
Make a prediction for 2024
Considerable advancement in healthcare, supported by new technology, innovation, and AI. NZ
has a number of successful examples on a global stage today (F&P Healthcare the most
obvious NZX-listed example) and I would expect to see further development over the next 5
years.
INDUSTRY JOBS:
Let us know if you would like to
communicate a vacant positions to the
CFA community. Ths is a free service
which includes listing the position(s) on
the CFA Institute Career Centre, please
email [email protected]
SELECTIONS
The latest educational
content from CFA
Institute
May 2019
SELECTIONS SPOTLIGHT
The Certificate in Investment Performance Measurement (CIPM) Program develops skills for effective
investment performance evaluation and manager selection. CFA® charterholders are eligible for the CIPM
Program Level I exam exemption: Enter the program at Level II, and add a second professional designation to
your charter in half the time. More than 1,000 charterholders have done just that in the past two years.
STRATEGIC INSIGHTS AND THOUGHT LEADERSHIP
C-Suite Talks: Bill Browder Paul Kovarsky, CFA ǀ Enterprising Investor blog Capital Markets Review and Update David P. Kelly, CFA ǀ Webcast ǀ Wealth Management 2019 Conference ǀ 1 CE Rise of the Machines: Investment Jobs Now Redundant? Raphael Douady, Milind Sharma, and Paul McCaffrey ǀ Enterprising Investor blog The Behavioral Investor Daniel Crosby ǀ Webcast ǀ Wealth Management 2019 Conference ǀ 1 CE Buffett’s Alpha (Winner of the 2018 Graham and Dodd Award of Excellence) Andrea Frazzini, David Kabiller, CFA, and Lasse H. Pedersen ǀ CFA Institute Financial Analysts Journal® ǀ 1 CE Practitioners’ Insights: ETF, Smart Beta & the Evolving Investment Landscape John Davies and Shreenivas Kunte, CFA, CIPM ǀ CFA Institute Archived Webinar ǀ 1 CE Exotic Indexes: Built to Sell or Built to Last? David Allison, CFA, CIPM ǀ Enterprising Investor blog Trusting Clients’ Financial Risk Tolerance Survey Scores Neil Hartnett, Paul Gerrans, and Robert Faff ǀ Financial Analysts Journal ǀ 1 CE ASEAN Green Finance: State of the Market 2018 Climate Bonds Initiative report ǀ Asia-Pacific Research Exchange ǀ 0.5 CE
INDUSTRY TRENDS, RESEARCH, AND COMMENTARY
Leases: What Investors Need to Know about the New Standard Sandra J. Peters, CFA, and Jack T. Ciesielski, CFA ǀ Position Paper ǀ CFA Institute ǀ 3.25 CE Women and Finance: Five Trends to Celebrate Barbara Stewart, CFA ǀ Enterprising Investor blog ESG Integration in Europe, the Middle East, and Africa: Markets, Practices, and Data Matt Orsagh, CFA, James Allen, CFA, Justin Sloggett, CFA, Sofia Bartholdy, Anna Georgieva, Nabylah Abo Dehman, and Yulia Sofronova ǀ Principles for Responsible Investment and CFA Institute Report ǀ 6.5 CE Howard Marks, CFA: Getting the Odds on Your Side Lauren Foster ǀ Enterprising Investor blog Creditor Rights and Innovation: Evidence from Patent Collateral (Digest Summary) William Mann ǀ Journal of Financial Economics ǀ Summarized in CFA Digest ǀ 0.25 CE Investments That Ride a Generational Wave Peter M.J. Gross ǀ Enterprising Investor blog The Discovering Markets Hypothesis (DMH) Thomas Mayer, CFA ǀ Enterprising Investor blog How I Generate Investment Ideas Joachim Klement, CFA ǀ Enterprising Investor blog Can (Financial) Ignorance Be Bliss? Arun Muralidhar ǀ Financial Analysts Journal ǀ 0.5 CE The Race for Relevance—Technology Opportunities for the Finance Function Clive Webb ǀ ACCA Publication ǀ Asia-Pacific Research Exchange ǀ 1 CE
MANAGING WEALTH, ETHICS, AND YOUR CAREER
2019 CFA Institute Wealth Management Conference Recap
Brooks K. Hamner, CFA ǀ Mercer Capital blog
Recap of CFA Institute Wealth Management Conference
Blair duQuesnay, CFA ǀ The Belle Curve blog
Relationship Alpha: The Emerging Competitive Advantage in Wealth Management
Charlotte B. Beyer ǀ CFA Institute Research Foundation brief ǀ 0.5 CE
MEMBER BENEFITS FOR CFA CHARTERHOLDERS
Marketing Resources for CFA Charterholders
The Right Question Campaign ǀ Downloadable marketing materials ǀ CFA Institute
WEBINARS
72nd CFA Institute Annual Conference
Hosted by CFA Institute and CFA Society United Kingdom ǀ 12–15 May 2019 ǀ London, United Kingdom
Ethical Decision Making: Exploring Additional Case Studies
Hosted by CFA Institute ǀ 12 June 2019, 12:00–1:00 pm EDT
CFA Institute and Harvard Business School: Investment Management Workshop
Hosted by CFA Institute and Harvard Business School Executive Education ǀ 23–27 June 2019 ǀ Boston,
Massachusetts, USA
CFA Institute Seminar for Global Investors
Hosted by CFA Institute ǀ 22–25 July 2019 ǀ Chicago, USA
Women in Investment Management 2019: Opening Doors
Hosted by CFA Institute and CFA Montréal ǀ 18–19 September 2019 ǀ Montréal, QC, Canada
Equity Research and Valuation 2019
Hosted by CFA Institute and CFA Society New York ǀ 14–15 November 2019 ǀ New York City, USA
