The Alternatives Masterclass Seminars

MASTERCLASS #1, 31 OCTOBER, 12:30–2:30PM

followed by:


Hear insights from Ross George on investing in growth oriented private companies and/or facilitating a sell-down or change of ownership involving management as shareholders.

In the second part of the seminar Richard Wood and David Kandziora will provide observations, including case studies, on evolving PE holding periods, deal structures and deal multiples. They will also look at:

  • M&A gulf between PE capital and SME owners looking to sell

  • Smart Capital – what does it really mean?

  • Structured investments

Following a break Neil Roberts will speak on a topic at the forefront of major changes to financial services.

Open-banking will be live mid-2019, customers will own their data and more importantly will have

a means of controlling and sharing it. There’s a race to automation and customer experience with

traditional businesses attempting to ditch legacy channels and start up challenger models gaining


Following his presentation Neil will moderate a panel discussion.

Light refreshments are included at both seminars

Venue: Stamford Hotel, Albert Street, Auckland

Cost per seminar: CFA and INFINZ members $50 (+GST),

Non-members $85 (+GST), Group books of 8+ $50 (+GST)

Register online: Via the links below or email to be invoiced and for group bookings.

Note the workshops will be followed by CFA Society New Zealand Gala Forecast Dinner

Nick Howell