Event Overview

Finance headlines around the world blazon emerging disruptive technological forces as the next revolution in the investment and finance industry: Decentralised digital ledgers of economic transactions, peer-to-peer electronic cash systems implementing cryptocurrency, and automated robo-advisors are swiftly changing the shape and dynamics in the finance world. The ability to adapt and harness new efficiencies with transactional clarity and integrity will prove to be the best path forward in our increasingly digital age. 

Connect. Exchange. Network: The Agenda will continue to expand and evolve throughout the coming months and will be continually updated on the website and in our LinkedIn networking group. 

Event Terms and Conditions


Meet your MC

Stephen Koukoulas

Stephen is a highly respected public speaker and has rare professional experience with 30 years as an economist in government, banking, financial markets and policy formulation.

-link to profile


To secure any of these opportunities and gain access to investment decision makers attending our Inaugural New Zealand Investment Conference, please contact the organisers.


The Conference Trilogy

Areas of Disruptive

— 9:50am

Impact of Disruptive

— from 11:55am

Opportunities from Disruptive Technology

— from 2:00pm


Current Agenda

(The final agenda content and times are subject to change)



Breakfast and Registration


Welcome by Master of Ceremonies (Stephen Koukoulas) – Introduction of CFA Society NZ President (Dr Jeffrey Stangl)

CFA Society NZ President welcome and introduction of Keynote Speaker

Keynote Speech -  Candace Kinser (Corporate Advisor and Board Director)

Keynote Presentation
– “Five megatrends that will change financial services” Setting the scene. Jesse McWaters (World Economic Forum - Washington)

Session 1

Areas of Disruptive Technology


"Blockchain Business as Usual".  Fran Strajnar, Co-Founder & CEO Brave New Coin, Paul Salisbury, Head of Emerging Technologies, 3Months; Blockchain Trainer at Tech Futures Lab, Stephen Macaskill, President Blockchain Association of New Zealand

“The Rise of Robo-Advice” - Panel Session with Chris Brycki, Founder and CEO Stockspot (Australia), James Hartley, MBIE. Moderated by Tom Hunt – Partner, Russell McVeagh


Morning Tea and Networking Session

Room 1 – Networking Session 1 – Continuation of the Robo-Advice discussion with extended Q&A (Chris Brycki)

Session 2

Impact of Disruptive Technology


“The Adoption of Technology by Consumers” - Panel Session with Sam Stubbs, CEO Simplicity, Gabriel Walker, Chief Digital Officer Latipay, Ben Lynch, Founder jude.io. Moderated by Neil Roberts, Joint CEO Harmoney


"Impact of Technology" - Panel Session with Stuart Christie, Investment Manager NZ Venture Investment Fund and Chair of the AI Forum of NZ, Mark Pascall, Director of 3months.com, co-founder of Blockchainlabs.nz and a Blockchain trainer at Tech Futures Lab, Mitchell Pham, co-Founder Augen Software Group and Chair of NZ Tech and FinTechNZ. Moderated by Binu Paul, founder of FinTech start up SavvyKiwi.


Buffet Lunch and Networking Session

Room 1 – Networking Session 2 - "Blockchain Disruption" with Fran Strajnar, Paul Salisbury and Stephen Macaskill


Session 3

Opportunities from Disruptive Technology


“Opportunities arising from disruptive innovation in financial services” - Panel Session with Andy Symons Innovation Partner, Financial Services Lead PwC, Simeon Burnett CEO/Co-Founder Snowball Effect and Candace Kinser Corporate Advisor and Board Director. Moderated by Stephen Koukoulas Managing Director Market Economics.

“The impact of new technologies” - Panel Session with Kristen Lunman, Programme Director, Kiwibank FinTech Accelerator, Carmen Casagranda CIO, Cigna. Moderated by Mandy Simpson, CEO Cyber Toa.


Afternoon Tea and Networking Session



Closing Session


"Creative Destruction? The Social and regulatory implications of disruptive technology & innovation" Amy Fletcher, Associate Professor The University of Canterbury and SingularityU New Zealand Summit 2016 speaker


“Health Check” – Panel session with Garth Stanish Director of Capital Markets FMA, Deemple Budhia, Partner Russell McVeagh, and Mandy Simpson, CEO Cyber/Toa. Moderated by Dr Jeffrey Stangl, President CFA Society New Zealand

“Summary of the Day” by Stephen Koukoulas and Dr Jeffrey Stangl, President CFA Society New Zealand


Cocktail Function                                                                                                                                                                      "ARX – A hub for Asia-Pacific Research" Sponsored by CFA Institute Asia-Pacific Research Exchange and presented by Mary Leung, CFA Head Standards and Advocacy Asia Pacific CFAI.


Join the conversation. Inaugural New Zealand Future of Finance Conference – Secure your opportunity to:

  • Inaugural New Zealand Future of Finance Conference – Secure your opportunity to:
  • Meet a wide range of both New Zealand-based and international specialists in their respective fields;
  • Interact around a diverse and topical agenda;
  • Focus on networking with opportunities before, during and after the conference;
  • CPD Credit provided with 7 CPD hours for full attendance (or part thereof), where relevant to your professional practise. 

Networking Opportunity

The conference will maximise the opportunities for registrants to meet with each other. There will also be 6 extra sessions during Networking periods. Eg. At morning break we will have Stockspot in one room with a brief presentation and time for some Q&A. In another room someone doing the same on Blockchain. Then repeat with two other speakers at lunch and final two at afternoon break.