Hilton Hotel, Auckland 7– 8 September 2017 DELEGATE … › ap... · Workplace Savings NZ Welcome to the inaugural Financial Services Council and Workplace Savings NZ National Conference.

Navigating ChangeCONFERENCENATIONALHilton Hotel, Auckland 7– 8 September 2017

WORKBOOKDELEGATE

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Gold Sponsors

Silver Sponsors

Platinum Sponsors

Workplace Savings Awards

Media Partners

Gala Dinner Sponsor

Navigating ChangeNATIONAL CONFERENCE 2017 WORKBOOK

In association with

Breakfast Masterclass ‘Portfolio Construction’

Breakfast Masterclass ’Women in Super’

The Financial Services Council and Workplace Savings NZ would like to take this opportunity to thank all of our generous sponsors who support the 2017 Navigating Change national conference.

In association with

OUR PARTNERS

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Rob FlannaganChairman

Financial Services Council

David BiegelChairman Workplace Savings NZ

Welcome to the inaugural Financial Services Council and Workplace Savings NZ National Conference. The national conference is the event of the year for the financial services and retirement savings industry. Our full two-day programme aims to inspire and ignite great leadership, challenge the industry’s thinking and build the resilience, motivation and knowledge we need to navigate change within the industry. We would also like to highlight the following benefits of our conference:

The national conference is like no other – you’re sure to be challenged, informed and inspired throughout the two days. Welcome to the landmark, inaugural FSC / WSNZ national conference.

We look forward to a great couple of days with you at our conference.

WELCOME

It provides a great platform to communicate with industry leaders and keep up to date with what is happening in the industry, government and the world around us. There’s a great community vibe at the conference. You’ll be surprised by what ideas and strategies others are willing to share with you! The format includes thought-provoking keynote sessions and topic-specific parallel sessions (such as workshops and masterclasses), along with less formal networking events. It aims to challenge the status quo, explore emerging trends and also look outside the industry for fresh inspiration.

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INFORMATIONGENERAL

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MEET YOUR MAIN PLATFORM HOSTS

Vanja is a financial services professional with a background as a financial services lawyer, practising in New Zealand and overseas. She was a Senior Associate with a leading New Zealand law firm and has over 19 years’ experience in financial services, including four years with a fund manager and seven in corporate trustee services. She has extensive experience in securities law and funds management.

Vanja qualified with a Bachelor of Laws degree with Honours and a Bachelor of Arts degree, both from the University of Auckland. She is Deputy Chair of Workplace Savings NZ Council, a member of its Merger Steering Committee and Chair of its KiwiSaver and Conference Sub-Committees. She is a member of the KiwiSaver Working Group and was involved in the group’s establishment and the formulation of its terms of reference. Vanja is a member of the New Zealand Law Society.

VANJA THOMAS – DAY 1

Guyon has a 20 year career in journalism and has worked in both print and broadcast media. He has a proven track record in political reporting, having been political editor for Television New Zealand and, earlier, the Sunday Star Times. He has reported on trade from China, on war from Afghanistan, on politics from Washington, on international relations from Papua New Guinea and on climate change from Antarctica. Most recently he worked for TV3 as an anchor and journalist on 3rd Degree and The Vote, and continues to write a political column for The Listener.

GUYON ESPINER

MEET YOUR AWARDS DINNER HOST

Ana joined ANZ in 2009 and has held various strategy and business roles within its global wealth business. She is currently a member of the Wealth Leadership Team and responsible for end-to-end ownership of ANZ’s wealth products and member experience for over 1.5 million customers across life & general insurance, KiwiSaver & managed funds and bonus bonds. Ana is also a director for ANZ Samoa, board member on the Financial Services Council and councillor of WorkPlace Savings New Zealand.

Prior to joining ANZ, Ana trained as a chartered accountant and then spent 11 years in London working at Henderson Global Investors before returning to New Zealand in 2005 to raise her young family as “Kiwi kids”.

ANA-MARIE LOCKYER – DAY 2ANA-MARIE LOCKYER – DAY 2


An event like this is only possible with the hard work and effort of a team. We thank the following people for their invaluable contribution in bringing the national conference to life.

MEET THE CONFERENCE TEAM

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Tim McGuinness

Richard KlipinMark Banicevich

Noah SchiltknechtDavid BiegelRob Flannagan

Mike Woodbury

Ana-Marie Lockyer

Mark Daniels

Haydee Stroud Rachel Douglas

Yvonne Davie


FINANCIAL SERVICES COUNCIL BOARD

WORKPLACE SAVINGS NZ COUNCIL

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Rob FlannaganIndependent Chair

FSC

Matthew Hanley

Ernst & YoungPartner

Cigna

Lance WalkerChief Executive

Officer

Simon Hoole

Chief Financial Officer, AMP

FSC Deputy ChairNigel Jackson

Westpac

Head of Investments & Insurance

Crispian Knell

Suncorp NZEGM Distribution

Sovereign

Nick StanhopeChief Executive

Officer

BNZ

Chief Operating Officer, Insurance

Susan Basile

Managing DirectorCharlie Trotter

FNZ, NZChief Executive

Officer

Nadine Tereora

Fidelity Life

General ManagerWealth Products

Ana-Marie Lockyer

ANZ, NZ

Tim McGuinnessLicenced

Independent Trustee Chapman TrippPartner

Mike Woodbury

ChairWSNZ

David Biegel

Russell Investments

Noah SchiltknechtHead of Implemented

Consulting

Grant HodderHead of Product,

Funds & Private BankANZ

Roger Clayton

ASBHead of Wealth Product

Steve Dunn

MercerSenior Associate

Sharon Mackay

BNZ

Manager Wealth & Private Bank, Strategy & Product

Vanja Thomas

Guardian Trust

Senior Relationship Manager

WSNZ Deputy ChairGeneral ManagerWealth Products

Ana-Marie Lockyer

ANZ, NZ

WSNZ Treasurer

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FLOOR PLAN

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GENERAL INFORMATION

CONFERENCE VENUE

REGISTRATION & INFORMATION

Hilton Hotel, 147 Quay Street, Auckland, 1010.09 978 2000

The registration desk will be located on the upper level of the Hilton Hotel Conference Centre. It is your first point of contact for any conference related questions. The desk will operate throughout the conference.

BAGGAGE STORAGEIf you are staying at the hotel, you can make your way to the main hotel reception desk and leave your luggage. If you are staying elsewhere, you can leave your luggage with the staff at the conference registration desk. Please allow extra time to check-in your luggage before the business session commences.

DRESS STANDARDSDelegates are expected to wear ‘Business Casual’ attire for the conference sessions. The Awards Dinner has a 1920’s theme. Think flappers, gangsters, The Great Gatsby, Oxford bags and the Eton crop. If dressing up is not your thing, please wear black tie.

CPD HOURSThis event is suitable for up to ten (10) structured continuing professional development hours. The conference team will send out certificates post the event. If you have any queries, please ask at the information desk.

DIETARY REQUIREMENTSIf you have special dietary requirements which you did not include in your registration, please ensure you see one of the conference event staff at the registration desk as soon as possible. For those delegates who did advise dietary requirements, please see the event team at the registration desk for information on the delivery of your meal.

EMERGENCYIn case of an emergency, please dial 111.

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GENERAL INFORMATION


CONFERENCE ORGANISER INFORMATIONP: 021 508 507 E: [email protected] W: navigatingchange.co.nz

MOBILE PHONESWe understand that business continues as usual. However, as a courtesy to fellow delegates and speakers, please limit phone use and switch to silent mode.

INTERACTIVE SESSIONSWe want you to get as much out of this event as possible, and this includes interacting with the speakers on stage. If you have any questions, please text CHANGE plus your question to 875. You can do this before the speaker is on stage, or during their session. Texts cost 20c.

TAXISTaxis are available by arrangement with the concierge desk at the main hotel reception.

WIFI AMP have kindly sponsored the WiFi for this event. Please login to the Hilton’s WiFi, password AMPSuper2017.

SMOKINGSmoking is not permitted anywhere in the conference rooms, or the Hilton Hotel.

NAME BADGESPlease wear your name badge at all times. It is your admission pass to the exhibition and conference sessions. If you misplace your name badge, please see the event team at the registration desk.

PHONE CHARGINGMobile device chargers are available at the Financial Services Council and Workplace Savings NZ booth, and also at the Information Desk.

EXHIBITION

Thursday 7 September 7:30 – 9.00am 11.00 – 11:30am 12:45 – 1:30pm 3:30 – 4pm 6.15 – 7.00pm

Friday 8 September 8:30 – 9am 11.00 – 11:30am 12:30 – 1:15pm3.00 – 3.30pm

The exhibition area will be open as follows:


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AMP Services (NZ) Limited ANZ AsteronBNZ Bravura Solutions Calastone Chapman Tripp CIGNA

FidelityFinancial Services Council & Workplace Savings NZGuardian Trust IFSO SchemeInphysecPartners LifeValocity

EXHIBITORS

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DAY ONE – THURSDAY 7 SEPTEMBER

TIME SESSION TOPIC SESSION DETAILS

7.30 – 9.00am Expo opens and registration Hilton Hotel

9.00 – 9.30am Opening ceremony and welcome

9.30 – 10.15am MAIN PLATFORM ‘Political and Policy Update’

Speaker: Hon. Steven Joyce

10.15 – 11.15am MAIN PLATFORM Panel 1 KiwiSaver – Ten years on ‘The future of KiwiSaver, super and work.’

Panel discussion Led by: Richard Klipin

11.15 – 11.45am Morning Tea

11.45 – 11.50am SPOTLIGHT SERIES Spotlight on Investment Risk

Speaker: Bernard Del Rey, Capital Preferences

11.50 – 12.45pm MAIN PLATFORM Panel 2 ‘Consumer of the future – How do we grow the insurance market in NZ?’

Panel discussion Led by: Russell Hutchinson

12.45 – 1.30pm Lunch

1.30 – 2.25pm

Workshop – Session 1 – Investment ‘Workplace Schemes – Managing the key issues facing restricted schemes in a post-FMCA world.’

Panel discussion Led by: Tim McGuinness

1.30 – 2.25pm

Workshop – Session 1 – Insurance ‘The impact of medical technology on the future of insurance.’

Panel discussion Led by: Mark Daniels

1.30 – 2.25pm

Workshop – Session 1 – Fintech ‘The art of the possible – The big themes in Fintech & Insurtech.’

Panel discussion Led by: Darren Stevens

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Panel 2 ‘Consumer of the future –

KiwiSaver – Ten years on

C E L E B R AT I N G

Y E A R S O F K I W I SAV E R10

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DAY ONE – THURSDAY 7 SEPTEMBER


2.30 – 3.30pm

Workshop – Session 2 – Investment ‘Driving member engagement in KiwiSaver – What does great look like?’

Panel discussion Led by: Sharon Mackay

2.30 – 3.30pm

Workshop – Session 2 – Insurance ‘The future of distribution in a post-FAA world.’

Panel discussion Led by: Kristy Redfern

2.30 – 3.30pm

Workshop – Session 2 – Fintech ‘Technology doesn’t innovate, people do – Best practice innovation across the country.’

Panel discussion Led by: Hayden Jonas

3.30 – 4.00pm Afternoon Tea

4.00 – 4.05pm SPOTLIGHT SERIES Spotlight on Innovation

Speaker: Louise Webster Innovation Council

4.05 – 4.50pm

MAIN PLATFORM – Guest speaker ‘Eat my Lunch – Lessons and insights from the front line of business.’

Speaker: Lisa KingFounder of Eat My Lunch

4.50 – 5pm

Day One closing remarks

6.30 – 7.00pm

Pre-Dinner drinks at Exhibition Lounge, Hilton Hotel

7 – midnight

the front line of business.’

gala Awards DinnerShowcasing the 1920s!

Sponsored by


THURSDAY 7 SEPTEMBER – MAIN PLATFORM9.30 – 10.15AMHON. STEVEN JOYCE, MINISTER OF FINANCEAND MINISTER FOR INFRASTRUCTURE

After completing a zoology degree at Massey University, Steven started his first radio station, Energy FM, in his home town of New Plymouth at age 21. Along with two business partners, he built up RadioWorks over 17 years until, as a listed public company, it consisted of 22 local radio stations and four national radio networks with 650 staff in 20 branches around New Zealand. Along the way, he developed nationwide music brands, The Edge and The Rock.

In 2000, RadioWorks was purchased by Canadian company Canwest. Steven then entered politics, chairing the National Party’s three-person campaign review after the 2002 election, and a full re-organisation of the party in April 2003. He then took on the role as the party’s first General Manager, and managed its 2005 election campaign.

Steven chaired the National Party’s successful 2008 national election campaign and was elected as a list MP. He was appointed directly to Cabinet as Minister of Transport, Minister of ICT and Associate Minister of Finance. Major projects in his first term included setting up the Roads of National Significance, the ultra-fast and rural broadband projects, and making a series of road safety changes including lifting the driving age and setting up a nil alcohol limit for people under 20.

In early 2010, Steven was also appointed Minister of Tertiary Education. After chairing the 2011 election campaign for National, Steven was given the Economic Development, Science and Innovation, Tertiary Education, Skills and Employment portfolios while retaining Associate Finance. In 2013 he took on responsibility for Novopay, and after chairing his fourth election campaign, was also made Minister of Regulatory Reform.

In his various roles, Steven has introduced performance requirements in the tertiary sector, reformed the apprenticeship and industry training system, and developed Education New Zealand to promote international education. He has overseen the creation of Callaghan Innovation, developed the National Science Challenges, and implemented the Māori and Pasifika Trades Training initiative. He leads the government’s Business Growth Agenda.

After completing a zoology degree at Massey University, Steven

‘POLITICAL AND POLICY UPDATE’

FROM HON. STEVEN JOYCE

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NOTES


THURSDAY 7 SEPTEMBER – MAIN PLATFORM10.15 – 11.15AM

PANEL 1 – KIWISAVER, TEN YEARS ON THE FUTURE OF KIWISAVER, SUPER & WORK

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C E L E B R AT I N G

Y E A R S O F K I W I SAV E R1 C E L E B R AT I N G

Y E A R S O F K I W I SAV E R0

Claire has been in her current role since 2014, having joined Massey University in 1996 after 12 years in various roles with Trust Bank. Her research interests centre on consumers’ financial behaviour, decisions and attitudes, with a particular interest in retirement planning and KiwiSaver. Claire has a PhD in banking on the subject of Switching Costs in the New Zealand Banking Market, and is a fellow of the Financial Services Institute of Australasia. She is a director of NZCU Baywide and chair of Co-op Money NZ, as well as being on the board of Pukaha Mt Bruce.

PANELLIST DR CLAIRE MATTHEWS, DEPUTY PRO VICE-CHANCELLOR (ACTING) MASSEY BUSINESS SCHOOL

As Retirement Commissioner, Diane leads the Commission for Financial Capability, which is best known for the ‘Sorted’ website but has been gaining increasing attention for its work around our ageing population and how we can pay for it. Her goal as commissioner is to build the financial capability of New Zealanders of all ages, with an emphasis on low income and vulnerable groups, as well as a greater focus on young people. Her approach is to use innovation, humour, personal insights and story-telling to grab the public’s attention and get them focusing on the positive impacts of change – both at a national level and as individuals.

PANELLIST DIANE MAXWELL, RETIREMENT COMMISSIONER, CFFC

Ana joined ANZ in 2009 and has held various strategy and business roles within its global wealth business. She is currently a member of the Wealth Leadership Team and responsible for end-to-end ownership of ANZ’s wealth products and member experience for over 1.5 million customers across life and general insurance, KiwiSaver and managed funds and bonus bonds. Ana is also a director for ANZ Samoa, board member on the Financial Services Council and councillor of Workplace Savings NZ. Prior to joining ANZ, Ana trained as a chartered accountant and then spent 11 years in London working at Henderson Global Investors before returning to New Zealand in 2005 to raise her young family as “kiwi kids”.

PANELLIST ANA-MARIE LOCKYER, GENERAL MANAGER, ANZ WEALTH PRODUCTS

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THURSDAY 7 SEPTEMBER – MAIN PLATFORM10.15 – 11.15AM

Nick began his 30 years in Australian Superannuation in 1986 as a founding director and MD of two super funds. He was elected to the Australian Senate in 1990, and was the first Chair of the Superannuation Committee, overseeing the initial law on the compulsory 9% Superannuation Guarantee and Supervisory Act. In 2007 Nick was the first Minister for Superannuation and Assistant Treasurer (Finance) Minister. He initiated the Cooper and Financial Advice reviews. On retiring in 2012, he became a Global Advisor to Citi and EY working in some 19 countries on pension reform issues. He is a member of Policy Group of Insurance Ireland, chairman of FNZ APAC, AHI Australia, and Youth, Family Community Connections, and is a director of Spotless.

PANELLIST NICK SHERRY, CHAIRMAN APAC, FNZ

Blair joined AMP in 2009 and became Managing Director in January 2017. Blair was previously AMP’s Director Retail Financial Services, responsible for sales, customer service, marketing and supporting AMP’s extensive adviser business networks including Spicers and AdviceFirst. He has also held roles with AMP as Director of Advice and Sales and General Manager Marketing and Distribution. Blair has more than 20 years’ experience in financial services and has held a number of executive roles within the industry, including with Bank of New Zealand and NAB.

PANELLIST BLAIR VERNON, MANAGING DIRECTOR, AMP

Richard is the Chief Executive Officer of the Financial Services Council New Zealand. He has extensive experience in leading and transforming industry associations, life insurance manufacturers and financial advice businesses, having held senior leadership roles in all sectors over the past 16 years. Organisations include Sovereign Assurance, ANZ Banking Group, Association of Financial Advisers and ING.

FACILITATOR RICHARD KLIPIN, CEO, FINANCIAL SERVICES COUNCIL

PANEL 1 – KIWISAVER, TEN YEARS ON THE FUTURE OF KIWISAVER, SUPER & WORK


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NOTES


THURSDAY 7 SEPTEMBER – SPOTLIGHT SERIES11.45 – 11.50AM

GUEST SPEAKER, BERNARD DEL REYCEO, CAPITAL PREFERENCES

Bernard is co-founder and CEO of Capital Preferences Ltd and the creator of the TrueProfile™ risk and behavioural economics profiling system. He was Head of Strategic Programmes and ecommerce at JPM Private Client Services and CMO of JP Morgan Asset Management-Institutional, former CMO and Institutional CAO of Morgan Stanley Investment Management, and founder of global consultancy Capital Position.

Bernard was also president and CCO of Endurance Capital, a USD$2 billion boutique equity firm in New York. Bernard’s passion is tackling the hardest problems in financial services with great people, and spending time at home with his wife and four boys in the South Island of New Zealand.

www.capitalpreferences.com

SPOTLIGHT ON INVESTMENT RISK

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THURSDAY 7 SEPTEMBER – MAIN PLATFORM11.50 – 12.45PM

PANEL 2 – CONSUMER OF THE FUTURE – HOW DO WE GROW THE INSURANCE MARKET IN NZ?

FACILITATOR RUSSELL HUTCHINSON, CEO, CHATSWOOD CONSULTING

Laurence has been NZIER’s Chief Executive since 2014. Before NZIER he lived in Europe for 25 years, and held a series of commercial and strategic roles for FTSE-100 companies active in international markets. Laurence’s career has spanned the ICT, telco, aviation, infrastructure and energy sectors, and has included roles in strategy, economics, regulation, country management, operations, business development and general management. He has worked with clients in both the public and private sectors at all scales, and has advised on issues ranging from the formation and execution of commercial strategy to public policy and regulation.

PANELLIST LAURENCE KUBIAK, CEO, NZIER

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Russell Hutchinson runs Chatswood Consulting Limited and is a co-founder and director of Quality Product Research. Russell has around 30 years’ experience in financial services, having held positions running marketing at Sovereign Assurance, director of distribution businesses, CEO of Quicken.co.nz, and building other start-ups in fintech and insurtech. Chatswood Consulting specialises in advising insurers and financial advice businesses on marketing, distribution, regulation, and product design. He writes every day about life and health insurance at chatswood.co.nz, goodreturns.co.nz, and also in Asset magazine.

Mary Holm writes a personal finance Q&A column in the Weekend Herald, presents a financial segment on Radio NZ, and is a best-selling author and seminar presenter on personal finance. She is also a director of the Financial Markets Authority and Financial Services Complaints Ltd (FSCL). She holds an MBA in finance (University of Chicago). Mary has been a member of the Capital Markets Development Task Force and the Savings Working Group. NBR has called her “The nation’s favourite investment agony aunt.”

PANELLIST MARY HOLM, JOURNALIST


THURSDAY 7 SEPTEMBER – MAIN PLATFORM

Nadine Tereora was appointed Chief Executive Officer of Fidelity Life in 2016. Leading around 300 staff, Nadine is charged with increasing shareholder wealth through maximising the potential from the existing operation and growing the business. Fidelity Life is a public unlisted company and offers a variety of insurances across three areas – personal insurance, business insurance and group Insurance – through a broad network of advisers.Nadine’s leadership experience in the financial services industry is extensive. Her previous roles include Executive General Manager of Customer Experience at Suncorp, CEO at Asteron Life, Chief Operating Officer at AIA New Zealand, and several senior roles at Sovereign.

PANELLIST NADINE TEREORA, CEO, FIDELITY LIFE

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11.50 – 12.45PM

PANEL 2 – CONSUMER OF THE FUTURE – HOW DO WE GROW THE INSURANCE MARKET IN NZ?

Sally Loane joined the Financial Services Council as Chief Executive Officer in December 2014. Prior to this Sally had a decade in the corporate sector, working at Coca-Cola Amatil as the Director of Media and Public Affairs, and also spent 25 years in the media as a broadcaster and journalist across radio, television and print. Sally is also a published author. She is a director of Waratahs Rugby and the Avner Pancreatic Cancer Foundation, a governor of the Cerebral Palsy Research Foundation, deputy chair of the Committee for Sydney, Ambassador for Business Events Sydney, a member of Chief Executive Women and patron of Lou’s Place.

PANELLIST SALLY LOANE, CEO, FSC AUSTRALIA


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NOTES

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The Art of the Possible

Medical Technology and Life Insurance The impact of medical technology on the future of insurance

Workplace Schemes Managing the key issues facing restricted schemes in a post-FMCA world

Session 1 – Investment

Session 1 – Insurance

Session 1 – Fintech

• Restricted schemes • Key issues facing restricted schemes post-FMCA implemetation

ONEWORKSHOP 1

DAY

• Trends such as wearables, screening and testing, genetics• Changing customer attitudes• How insurers need to adapt

• Current developments globally• How does the future look?• How will artificial intelligence impact financial services?


THURSDAY 7 SEPTEMBER – WORKSHOP 11.30 – 2.25PM

INVESTMENT STREAM

Tim is a licensed independent trustee and professional director. He has held director and trustee positions with substantial New Zealand-based investment management organisations and funds for over 15 years and has an extensive financial market knowledge and experience built up through involvement with the management of investment funds including senior executive roles for over 25 years. He is currently chairman of directors for the trustee of the Dairy Industry Superannuation Scheme, among many other trustee directorships, (New Zealand Fire Service Superannuation Scheme, Police Superannuation Scheme and more).

FACILITATOR TIM MCGUINNESS, DAIRY INDUSTRY SUPERANNUATION SCHEME

Gavin has over 35 years of employer-sponsored superannuation scheme administration management experience, having worked initially at National Mutual and in the mid- 1990’s moving to work for the then regulator, the Government Actuary. Gavin is currently Principal Adviser-Restricted Managed Investment Schemes at the FMA.

PANELLIST GAVIN QUIGAN, FMA

Mike is a partner in Chapman Tripp’s corporate and commercial team specialising in workplace savings, KiwiSaver, superannuation and financial services regulation. Mike is a long-standing councillor of Workplace Savings NZ and is a former chairman of the Association of Superannuation Funds of New Zealand. He is widely acknowledged as a leading practitioner and is vastly experienced in matters relating to New Zealand’s major employer-based schemes – Chambers Asia Pacific, 2017. Mike has a strong interest in policy and compliance issues and has in recent years helped with a number of legislative reforms and industry exemptions.

PANELLIST MIKE WOODBURY, CHAPMAN TRIPP

WORKPLACE SCHEMES – MANAGING THE KEY ISSUES FACING RESTRICTED SCHEMES IN A POST FMCA WORLD

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INSURANCE STREAM

As a member of the executive, Mark’s role is multi-functional and he works across the Fidelity Life leadership team to support the delivery of strategic initiatives. Mark comes from a background in distribution, previously holding senior roles as the Strategic Alliances Manager and National Group Account Manager for Fidelity Life. Prior to financial services, Mark worked for large FMCG, accounting and manufacturing firms in marketing, distribution and IT project roles.

Phil is responsible for the programmes Orion Health use to innovate alongside our customers. These programmes leverage incubation, co-development and design thinking to deliver iterative innovation that is deployed into real-world hospital environments.

Richard is a director at KPMG in the performance advisory practice and has 25 years’ experience as both a manager in health services and as a consultant. Richard has extensive experience as a health economist and sector participant. With a strong analytical background Richard has supported DHBs and governments model disease patterns and demand, interventions and effectiveness, and outcomes. This has enabled health providers and government agencies to evaluate investments and improve decision making.

William is passionate about improving health outcomes with eHealth. He has over fifteen years of eHealth consulting and solutions experience across NZ, Australia, Asia, North America, the UK and Europe. He is the Programme Director for the Northern Electronic Health Record. Prior to returning to NZ in early 2015, William was involved in a number of EMR and EHR implementations in Australia, Canada, the US and the UK. He also continues to practise clinical medicine as a surgical doctor in large tertiary hospitals in Auckland.

FACILITATOR MARK DANIELS, FIDELITY LIFE

PANELLIST PHIL WILLIAMS, ORION HEALTH

PANELLIST RICHARD CATTO, KPMG

PANELLIST DR WILLIAM REEDY, NAUTILUS HEALTHCARE

THE IMPACT OF MEDICAL TECHNOLOGY ON THE FUTURE OF INSURANCE

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FINTECH STREAM

Based in Melbourne, Darren Stevens has over 29 years’ experience in the financial services sector. As Director of Product Management and Strategy, Darren is responsible for developing, refining and executing Bravura’s corporate strategy for both its global wealth management and global funds administration segments and the global strategic direction and product management of Bravura’s Wealth Management product suite and leading merger and acquisition activity. Prior to joining Bravura, Darren was Head of Strategy and Finance, Employer Superannuation at ING Australia, where he looked after strategic and operational planning for its employer superannuation business.

FACILITATOR DARREN STEVENS, BRAVURA SOLUTIONS

THE ART OF THE POSSIBLE – THE BIG THEMES IN FINTECH AND INSURTECH

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Bernard is co-founder and CEO of Capital Preferences Ltd and the creator of the TrueProfile™ risk and behavioural economics profiling system. He was Head of Strategic Programmes and ecommerce at JPM Private Client Services and CMO of JP Morgan Asset Management-Institutional, former CMO and Institutional CAO of Morgan Stanley Investment Management, and founder of global consultancy Capital Position. Bernard was also president and CCO of Endurance Capital, a USD$2 billion boutique equity firm in New York. Bernard’s passion is tackling the hardest problems in financial services with great people, and spending time at home with his wife and four boys in the South island of New Zealand.

PANELLIST BERNARD DEL REY, CAPITAL PREFERENCES

Rachel is a specialist financial services lawyer and leads Bell Gully’s fintech team. She regularly advises financial institutions, private equity funds and corporates on a broad range of financing and capital markets transactions. She also has expertise in financial markets regulation. Rachel has been a partner at Bell Gully since 2009 and holds an LLM (International Finance) from Harvard Law School.

PANELLIST RACHEL PARIS, BELL GULLY



FINTECH STREAMTHE ART OF THE POSSIBLE – THE BIG THEMES IN FINTECH AND INSURTECH

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As the director of client engagement at Calastone, Teresa is responsible for building client relationships in Australia and New Zealand. With more than 30 years’ experience in the wealth management industry, she has a broad understanding of wealth markets in the UK, the US and Australia covering private clients, financial planners and bank segments. Prior to Calastone, she held a range of roles in multiple segments from financial planner, manager-of-manager investing, investment solutions, business and relationship management, and now financial technology.

PANELLIST TERESA WALKER, CALASTONE

Binu is an entrepreneur and founder of SavvyKiwi, a pioneering fintech application. Prior to starting up his business, he held a variety of roles in financial services, much of it as chief executive of an asset consulting firm and heading up business strategy for a large NZ based Japanese asset management firm. Prior to his training on corporate strategy execution at the Wharton business school, Binu gained an MBA and a Bachelor of Technology degree. Binu organises Finnotec, NZ’s annual fintech event, and is passionate about growing the fintech community. He is a founding member and part of the core working group of FintechNZ. Binu is currently working on a second start-up idea.

PANELLIST BINU PAUL, SAVVYKIWI


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Technology Doesn’t Innovate, People Do

The Future of Distribution in a Post-FAA World

Driving Member Engagement in KiwiSaver What does great look like?




ONEWORKSHOP 2

DAY

• How will the market respond to the proposed changes• Challenges and opportunities for distribution

• How can a corporation encourage and enable a culture of innovation?• How does a disciplined innovation structure look, and who is involved? • How are ideas developed and selected, and how do they link to corporate strategy?



INVESTMENT STREAM

If you ever visit the Commission and hear music blaring, that’ll be David. He harbours dreams of becoming a radio DJ and when he’s not focusing on education or helping people prepare for life after work, he’s elbowing his way to the front of mosh pits at gigs up and down the country. Before he joined the Commission he was GM Funds Management for ANZ Wealth, and has more than 30 years’ experience in the financial services industry. He is also a board member for Stand for Children and Play It Strange.

PANELLIST DAVID BOYLE, COMMISSION FOR FINANCIAL CAPABILITY

Paul leads the FMA’s external communications and investor capability team, which is responsible for media relations, investor resources and management of the FMA’s communications channels. Paul has significant communications leadership experience within the financial services sector. Prior to joining the FMA, Paul spent six and a half years with the New Zealand Super Fund, first as Head of Communications then more recently as Manager of Portfolio Intelligence. He has also held senior public affairs and media managers roles at Macquarie Group, SKYCITY, and Westpac. Paul began his working life as a journalist, including three years with the New Zealand Herald.

PANELLIST PAUL GREGORY, FINANCIAL MARKETS AUTHORITY

DRIVING MEMBER ENGAGEMENT IN KIWISAVER – WHAT DOES GREAT LOOK LIKE?

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Sharon Mackay, Manager Wealth & Private Bank Strategy & Products, BNZ. Sharon joined BNZ is 2011 and is a member of BNZ’s Wealth & Private Bank leadership team. She is tasked with the growth and development of wealth products and services for BNZ. Sharon has over 20 years’ experience in managed funds in New Zealand. She has held a variety of senior roles within the wealth businesses of major banks and fund managers across product development and management, operations, distribution and marketing. Sharon has a Bachelor of Arts in Economic History from Victoria University, Wellington, New Zealand.

FACILITATOR SHARON MACKAY, BNZ



INVESTMENT STREAMDRIVING MEMBER ENGAGEMENT IN KIWISAVER – WHAT DOES GREAT LOOK LIKE?

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Jeff has more then 20 years’ experience in the financial sector. He started at AMP in 2002 and has held a number of roles including General Manager, Customer Services and Chief Customer Officer. As General Manager, Product and Marketing, Jeff is responsible for AMP’s life and general insurance, Kiwisaver and investment products and AMP’s marketing activities. Jeff’s career in financial services includes roles in strategy, sales, distribution, operations and product at AMP and marketing and investment roles at the Medical Assurance Society and the Public Trust.

PANELLIST JEFF RUSCOE, AMP


THURSDAY 7 SEPTEMBER – WORKSHOP 2 2.30 – 3.30PM

INSURANCE STREAM

Kristy is responsible for leading AIA New Zealand’s key legal, finance, IT/PMO, facilities and enterprise risk & compliance functions. Over the past 16 years, Kristy has successfully held a number of senior executive and corporate legal roles across Australasia, United Kingdom and the Middle East. She is dual qualified to practice law in New Zealand and the United Kingdom. As a former international hockey player, Kristy is passionate about making a difference and helping Kiwis live healthy, active lives.

Scott Black has knocked around the industry for over 30 years, starting life as an adviser and having stints as the National Sales Manager for Prudential and Colonial. His latest corporate role was as Head of Product for Sovereign, but for the last six years he has been the CEO of SHARE, a nationwide network of financial advisers. As a cooperative, owned by the advisers, SHARE has a unique model in the NZ market and actively works at building succession planning and growth opportunities for its 80-strong adviser force.

Angus Dale-Jones is a chartered accountant and former financial services regulator in Australia and New Zealand. Angus runs a conduct, compliance and regulatory strategy consultancy. He is the chair of the Financial Advice Code Working Group.

FACILITATOR KRISTY REDFERN, AIA INSURANCE

PANELLIST SCOTT BLACK, SHARE

PANELLIST ANGUS DALE-JONES, KNAX CONSULTING

THE FUTURE OF DISTRIBUTION IN A POST-FAA WORLD

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THURSDAY 7 SEPTEMBER – WORKSHOP 2 2.30 – 3.30PM

INSURANCE STREAMTHE FUTURE OF DISTRIBUTION IN A POST-FAA WORLD

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Rebecca Sellers is a lawyer with more than 20 years’ experience in the financial services industry. She helps clients to understand global regulatory trends, develop strategy and manage regulatory risk.

PANELLIST REBECCA SELLERS, MELIOR LAW & REGULATION

Russell Hutchinson runs Chatswood Consulting Limited and is a co-founder and director of Quality Product Research. Russell has around 30 years’ experience in financial services, having held positions running marketing at Sovereign Assurance, director of distribution businesses, CEO of Quicken.co.nz, and building other start-ups in fintech and insurtech. Chatswood Consulting specialises in advising insurers and financial advice businesses on marketing, distribution, regulation, and product design. He writes every day about life and health insurance at chatswood.co.nz, goodreturns.co.nz, and also in Asset magazine.

PANELLIST RUSSELL HUTCHINSON, CHATSWOOD CONSULTING



FINTECH STREAM

Hayden has been Chief Operating Officer at Partners Life since the company’s inception in 2010. Operations includes over 130 staff in new business, claims, underwriting, sales admin and policy servicing. Previously, he was COO at financial advice firm Us Advice, and before that he ascended to Head of Operations at ING Life (now OnePath Life). Before joining ING Life in 2004, Hayden lectured ethics at The University of Auckland.

FACILITATOR HAYDEN JONAS, PARTNERS LIFE

TECHNOLOGY DOESN’T INNOVATE, PEOPLE DO – BEST PRACTICE INNOVATION ACROSS THE COUNTRY

Darrin has extensive experience in life insurance with over 15 years with Sovereign and ASB Bank in product, innovation, strategy and transformation. Darrin has launched multiple products across all channels in the life insurance sector, and in 2011 won an innovation in finance award. Over the last 12 months Darrin has continued to work in the finance industry with a focus on strategy and transformation through the boutique consultancy, Diffusion. Darrin is Chairperson of ADHD New Zealand, which is a particular focus and passion for him.

PANELLIST DARRIN BULL, DIFFUSION CONSULTANCY

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Aaron Dickinson is the Head of Strategy, Product, Pricing and Analysis for AA Insurance. They are currently the winner of IBM Kenexa’s Best Large Workplace in New Zealand and, for the last five years, the winner of Readers Digest Most Trusted Insurer. In his 12 years at AA Insurance he has also worked in research, business improvement, run home claims and then motor, and finally led the organisational move to new core systems and processes in 2015. When not in work, he’s trail running, playing Beethoven on the piano or making sure his children don’t make the same career mistakes he did.

PANELLIST AARON DICKINSON, AA INSURANCE



FINTECH STREAMTECHNOLOGY DOESN’T INNOVATE, PEOPLE DO – BEST PRACTICE INNOVATION ACROSS THE COUNTRY

Paul is a digital technology specialist with over nineteen years’ experience working at the intersection of business, customer and technology, spanning roles from hands-on Java developer to executive management across a diverse set of industry sectors both in the UK and NZ. Paul currently leads the customer technologies teams at Suncorp New Zealand, delivering awesome customer experiences across the full customer lifecycle for some of New Zealand’s leading financial services brands.

PANELLIST PAUL ROBINSON, SUNCORP

Louise is the founder of the New Zealand Innovation Council and NZ Innovation Awards. She is one of New Zealand’s leading innovation and commercialisation specialists and has over 15 years’ experience developing innovation programmes and managing innovation, new product development and marketing teams. Louise is the woman with a vision: to see NZ businesses connected, thriving and supported by the best innovation ecosystem in the world. And she’s making it happen.

PANELLIST LOUISE WEBSTER, INNOVATION COUNCIL

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THURSDAY 7 SEPTEMBER – SPOTLIGHT SERIES4.00 – 4.05PM

GUEST SPEAKER, LOUISE WEBSTER

Louise is a motivated senior leader, entrepreneur, GM and CEO who brings more than 15 years of extensive experience in innovation, strategic planning, marketing and channel development.

She thrives on leading people and teams for innovation success. She has an in-depth understanding of the innovation eco-system in New Zealand and a passion for championing kiwi companies to help them apply innovation and technology to growing and developing their business models, processes and business culture.

In 2003 she co-founded New Zealand’s first and leading innovation agency, Ideas Accelerator which helped companies to bring ideas, products and services to market faster using innovation management practices to design systems that embed innovation into BAU.

In 2009 Louise founded, launched and developed New Zealand’s largest innovation and business growth community, the NZ Innovation Council, and one of New Zealand’s most iconic awards programmes, the NZ Innovation Awards. As CEO having successfully grown the community to over 4,000 members and an interactive network that reaches over 3.4 million people in New Zealand and beyond every year, she sold and exited this business to global accounting firm KPMG in April 2017.

As newly appointed Interim GM of Tech Futures Lab, she will be working with business leaders to understand technology and how it can be leveraged across industries and organisations to maximise value for New Zealand’s future growth.

www.innovationcouncil.org.nz

SPOTLIGHT ON INNOVATION

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CEO, INNOVATION COUNCIL


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Award winning social entrepreneur Lisa King is on a mission to ensure no children go to school hungry. Lisa is the founder of Eat My Lunch, a social enterprise business launched in 2015 with the belief that clever business solutions can solve big social issues. For every lunch you buy, Eat My lunch gives a lunch to a Kiwi kid in need.

Lisa demonstrates a unique combination of generous spirit and exceptional business acumen. After 15 years working in large FMCGs, marketing some of the country’s biggest food brands, Lisa decided to put her corporate experience towards doing something that would make a positive impact in the community. As a mother of young children, she couldn’t fathom that in a country like New Zealand, 28% of children live in poverty and thousands go to school every day without lunch.

From day one Eat My Lunch established that a simple yet powerful idea could empower consumers by giving them a choice every day with something they already do. Buy Eat My Lunch, ‘join the movement’ and have an immediate, tangible impact in our own ‘back-yard’ or ignore one of biggest social issues facing NZ. In the first two years, Eat My Lunch made 900,000 lunches, with 450,000 given to kids in 48 low-decile schools in Auckland, Hamilton and Wellington.

Eat My Lunch has been the recipient of numerous awards including three Westpac Auckland Business Awards in 2016, Deloittes Fast 50 Rising Star – One to Watch, TVNZ Marketing Awards 2016, NZ Innovation Awards 2015, and Lisa was awarded the 2016 Women of Influence Award in Business Enterprise.

Lisa will share her experiences on building a successful social enterprise, entrepreneurship, and being a woman in business.

‘EAT MY LUNCH’ – LESSONS AND INSIGHTS FROM THE FRONT LINE OF BUSINESS

THURSDAY 7 SEPTEMBER – MAIN PLATFORM

GUEST SPEAKER, LISA KINGFOUNDER OF EAT MY LUNCH

EAT MY LUNCH – LESSONS AND INSIGHTS FROM THE FRONT LINE OF BUSINESS

4.05 – 4.50PM

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DONATION PAGE - EAT MY LUNCH

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We are proud to be supporting Eat My Lunch at the Navigating Change Conference. Did you know that 25,000 kids go hungry at school every day? 1 in 4 Kiwi kids live in poverty and thousands go to school without lunch every day.

Eat My Lunch enables Kiwis to help Kiwis by giving over 1,600 free lunches to kids in schools in Auckland, Wellington and Hamilton every single day.

Our goal is to provide Eat My Lunch with enough lunches to feed 1,670 kiwi kids. Please tick one of the boxes if you would like to donate:

Please drop your completed form to the team at the Information Desk.

YOU CAN HELP BY DONATING NOW!

THANKYOU!

$100

other

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to my: Visa Mastercard Amex

Cardholder’s name:

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Jacqui Dean is Minister for Commerce and Consumer Affairs and Minister for Small Business and has been the MP for Waitaki for four terms.

First elected in 2005, she has been re-elected with substantial majorities at every election since. Also the Associate Minister for ACC and the Associate Minister for Local Government, she has had extensive experience in parliament previously chairing the Law and Order and Justice Committees.

She has also been the Parliamentary Private Secretary for Tourism and Local Government for three years to December 2016. Her policy interests around local government, business, tourism and the rural sector reflect her understanding of their significance to the national economy.

Apart from its natural tourist attractions, her Waitaki electorate hosts many progressive small and medium-sized businesses which she says reflects that growth and innovation that can be achieved in the regions. She is well familiar with the needs of business to have access to stable financial markets, well-designed regulation that fosters innovation and competition, as well as international competitiveness.

A member of the Bluegreens, National’s policy advisory group on environmental issues, she continues to advocate that economic growth and improving the environment can and must go hand in hand.Jacqui is passionate about promoting the needs of smaller communities, while encouraging wider economic growth across the country, and is also a strong advocate for health and women’s issues.Before her election to Parliament in 2005, she was a Waitaki District councillor and deputy mayor. She is married to Oamaru lawyer Bill Dean and they have three adult children and three grandchildren.

‘EAT MY LUNCH’ – LESSONS AND INSIGHTS FROM THE FRONT LINE OF BUSINESS

THURSDAY 7 SEPTEMBER – AWARDS DINNER

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HON. JACQUI DEAN, ASSOCIATE MINISTER FOR ACC, MINISTER FOR COMMERCE AND CONSUMER AFFAIRS, ASSOCIATE MINISTER FOR LOCAL GOVERNMENT, MINISTER FOR SMALL BUSINESS

‘POLITICAL AND POLICY UPDATE’FROM HON. JACQUI DEAN



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THURSDAY 7 SEPTEMBER – AWARDS DINNER

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2017Navigating ChangeNATIONAL CONFERENCE 2017 WORKBOOK

The awards tonight celebrate and showcase excellence within the financial services industry. This is an opportunity for our members to learn and hear from each other and recognise those who are leaders in our changing industry.

For an individual who has shown tangible growth and development over the previous 12 months, making a real difference to the industry while early in their career.

RISING STAR AWARD

For an individual who has proactively taken the initiative to lift professionalism in the industry by addressing a big industry issue or industry challenge.

INNOVATION AWARD

For an individual who has consistently demonstrated industry leadership, proactively advocating for market change and a future focus.

SHAPING THE FUTURE AWARD

For an individual who walks the walk when it comes to diversity. A person who is passionate about making a difference on any aspect of diversity, both within and beyond the workplace.

DIVERSITY AWARD

FINANCIAL SERVICES COUNCIL AWARDS

For the most inspiring communication in 2016/2017. A change that has made a true difference to consumers and the industry.

MOST INNOVATIVE COMMUNICATION

For the best consumer experience on a KiwiSaver product, communication or service.BEST OVERALL KIWISAVER MEMBER EXPERIENCE

Overall winner demonstrating simple, easy-to-read, consumer-focused communication.WORKPLACE SAVINGS EXCELLENCE IN COMMUNICATION

a) Corporate, master trust or industry super schemes; andb) KiwiSaver schemes.

PRODUCT DISCLOSURE STATEMENT (PDS) OF THE YEARBest product disclosure statement. Sponsored by:

WORKPLACE SAVINGS NZ AWARDS

Sponsored by:

Sponsored by:

Sponsored by:

THE AWARDS

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7.15 – 8.45am

BREAKFAST MASTERCLASSES

Breakfast Masterclass #1 – From Wellington to Washington and Pyongyang – What the @!#! is going on?

Panel discussionLed by: Trish Sherson

Breakfast Masterclass #2 – ‘What the next NZ government should do’

Panel discussionLed by: Graham Rich

8.45 – 9.00am Day two welcome

9.00 – 10.00am Workshop – Session 3 – Investment ‘Where to from here?‘ As many investment markets reach new highs, some investors remain enthusiastic whilst others are nervous.

Panel discussion Led by: Clayton Coplestone

9.15 – 10.00am Workshop – Session 3 – Insurance ‘Building sustainability in a changing world.’

Panel discussion Led by: Richard Klipin

9.15 – 10.00am Workshop – Session 3 – Fintech ‘Lessons to be learnt and the state of securityafter WannaCry – Data, fraud and analytics.’

Panel discussion Led by: Ian Pollard

10.00 – 10.20am Morning Tea

10.20 – 11.15am Meet the politician – Grant Robertson ‘Political and Policy Update’

11.15 – 11.20am SPOTLIGHT SERIES Spotlight on Cyber Security

Speaker: Ian FletcherInPhysec

11.20 – 12.20pm MAIN PLATFORM Panel 3 ‘Culture, Conduct and Consumers – Navigating change in financial services.’

Panel discussion Led by: Mike Woodbury

MAIN PLATFORM ‘Culture, Conduct and Consumers –


DAY TWO – FRIDAY 8 SEPTEMBER

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DAY TWO – FRIDAY 8 SEPTEMBER


12.20 – 1.15pm Lunch

1.15 – 2.15pm

Workshop – Session 4 – Investment ‘Fund trustees and LIT’s Session 2 – Best of board worlds. Best practice and best outcomes in running the board.’

Panel discussion Led by: Tracey Cross

1.15 – 2.15pm

Workshop – Session 4 – Insurance ‘The changing environment of underwriting and claims trends – A look at both global and local trends.’

Panel discussion Led by: David Drillien

1.15 – 2.15pm Workshop – Session 4 – Fintech

‘Data are coming – Are actuaries ready?’

Panel discussion Led by: Mark Banicevich

2.15 – 3.15pm

MAIN PLATFORM – Guest speaker ‘Navigating Change in Turbulent Times’

Speaker: Murray Thom Sponsored by:

3.15 – 3.30pm End of conference closing remarks

FRIDAY 8 SEPTEMBER – BREAKFAST MASTERCLASS

7.15 – 8.45AM


Trish is Strategy Director at corporate affairs firm, Sherson Willis. She’s a political commentator appearing regularly on The AM Show and Newstalk ZB. She began her career as a journalist, then worked in parliament as a media advisor before joining TVNZ as a producer for TVNZ’s current affairs programmes Late Edition and Holmes. Trish has worked in corporate communications since 2004 and co-founded Sherson Willis in 2006.

FACILITATOR TRISH SHERSON, DIRECTOR, SHERSON WILLIS

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MASTERCLASS 1 – FROM WELLINGTON TO WASHINGTON & PYONGYANG…. WHAT THE @!#! IS GOING ON?

Kirk Hope is Chief Executive of BusinessNZ, New Zealand’s largest business advocacy body, advocating for New Zealand’s success through sustainable market-led growth. Kirk previously led the New Zealand Bankers’ Association and Financial Services Federation after holding a range of senior positions at Westpac, including Head of Government Relations and Regulatory Affairs. A barrister and solicitor with a master’s degree in law focused on regulation of financial services, Kirk also holds a post graduate honours degree in political science. For five years he was a member of the Commercial and Business Law Committee of the New Zealand Law Society.

PANELLIST KIRK HOPE, CEO, BUSINESS NZ

Heather has been a broadcast journalist for over a decade and is currently a columnist for the Herald on Sunday. Prior to this, she was the co-host of TV3’s Story, host of RadioLIVE’s Your Sunday and, before that, a political reporter for TVNZ.

PANELLIST HEATHER DU PLESSIS–ALLAN, JOURNALIST

In association with

Sponsored by

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FRIDAY 8 SEPTEMBER – BREAKFAST MASTERCLASS

7.15 – 8.45AM

MASTERCLASS 2 – WHAT THE NEXT NZ GOVERNMENT SHOULD DO?


Andrew has responsibility for all Australasian equity portfolios. Prior to joining Harbour Asset Management, Andrew spent 10 years with AllianceBernstein (NZ) as Senior Vice President and Portfolio Manager responsible for portfolio construction of all Australasian mandates. Andrew has more than 27 years investment management experience. 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 and more.

PANELLIST ANDREW BASCAND, MD, HARBOUR ASSET MANAGEMENT

Before joining the Initiative, Oliver was a research fellow at the Centre for Independent Studies in Sydney, the Chief Economist at Policy Exchange in London, and an advisor in the UK House of Lords. He is the author of Manifesto 2017: ‘What the next New Zealand government should do’. Manifesto 2017 spells out what the Initiative expects the next government to tackle after the September 2017 election.

PANELLIST DR OLIVER HARTWICH, EXECUTIVE DIRECTOR, THE NEW ZEALAND INITIATIVE

Chris Di Leva is a Senior Associate in Mercer’s Investments business. He is a member of Mercer’s Dynamic Asset Allocation and Portfolio Management teams, which are respectively responsible for the asset allocation positioning and portfolio management offering for Mercer’s diversified fund range in New Zealand. Chris’ passion for investor education sees him present regularly at education seminars and industry events.

PANELLIST CHRIS DI LEVA, SENIOR ASSOCIATE, MERCER

In association with

Sponsored by

Graham is a pioneer of retail managed funds research in Australasia, and of financial planning in New Zealand. He started his financial services career in NZ in 1975. In 1983, he established his own business delivering funds research and financial advice professional development services. After selling the rest of the fund research business to Morningstar in 2002, Graham established Portfolio Construction Forum, recognised as the leading provider of specialist, independent continuing education.

FACILITATOR GRAHAM RICH, CEO, PORTFOLIO CONSTRUCTION FORUM


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TWOWORKSHOP 3

DAY

Lessons To Be Learnt and the State of Security After WannaCry – Data, fraud and analytics• What can we learn from WannaCry?• How is cyber security changing?• Where are the risks to NZ financial institutions?

Building Sustainability Explore this issue with a number of key industry experts• The numbers• Innovation and change in the sector• The future of advice, products and meeting customer needs• Insights from the market place

Where To From Here? As many investment markets reach new highs, some investors remain enthusiastic whilst others are nervous





FRIDAY 8 SEPTEMBER – WORKSHOP 39.15 – 10.10AM

INVESTMENT STREAMWHERE TO FROM HERE? AS MANY INVESTMENT MARKETS REACH NEW HIGHS, SOME INVESTORS REMAIN ENTHUSIASTIC WHILST OTHERS ARE NERVOUS

Clayton Coplestone has been working in the financial services industry since 1984, with a background in sharebroking, money markets, financial planning and asset management. In 1995, Clayton left New Zealand for Australia and during his 10 years in Sydney, was responsible for co-authoring several books on the future of the financial advisory industry. He continues to write numerous articles for various media on global financial services & distribution trends.

FACILITATOR CLAYTON COPLESTONE, HEATHCOTE INVESTMENT PARTNERS

Michael joined PMCM in 2002 and has over 13 years’ experience as an investment analyst. He graduated with first class honours from the University of Waikato, New Zealand, having attained a Bachelor of Management Studies and a graduate diploma in Accounting and Finance. He is a CFA charterholder. Michael previously worked for New Zealand-based firms ABN AMRO, Craigs and Fisher Funds Management.

PANELLIST MICHAEL HADDAD, PETERS MACGREGOR CAPITAL MANAGEMENT

Bernard oversees equity strategy and global tactical asset allocation for JBWere New Zealand. Prior to this role, Bernard was the New Zealand Equity Strategist for Goldman Sachs and Partners, where his team was rated #1 for strategy and economics by INFINZ for a number of years. Bernard has 20 years’ experience in financial markets and graduated in 1993 with Honours in Economics from Victoria University of Wellington.

PANELLIST BERNARD DOYLE, JBWERE

Aaron is based in Auckland and helps run fi360 Pacific, an international investment governance training, certification and support business. He has a pragmatic, commercially driven focus and a broad analytical tool kit that can be used to identify and tackle problems from a number of angles. He enjoys developing frameworks for clients that support decision making and add value to their activities.

PANELLIST AARON DREW, FI360 PACIFIC

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FRIDAY 8 SEPTEMBER – WORKSHOP 3

INSURANCE STREAM

Naomi Ballantyne (ONZM), has over 30 years’ experience in the New Zealand life insurance industry. She is one of the most well-known and respected executives in the market today and has unprecedented experience in starting companies and then leading them to significant long-term success. In 2017 Naomi was awarded the New Zealand Order of Merit for services to the insurance industry.

PANELLIST NAOMI BALLANTYNE, PARTNERS LIFE

Kevin Smee has been in the insurance industry for 30 years. He is an active adviser in his own company, Solutions Financial Services and is also the CEO of the aggregator group, mySolutions Limited. He is an expert in insurance and specialises in the business insurance space. His passion also lies in the training and up-skilling of advisers in the industry.

PANELLIST KEVIN SMEE, SOLUTIONS FINANCIAL SERVICES

BUILDING SUSTAINABILITY IN A CHANGING WORLD

9.15 – 10.10AM

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Karen Stevens was appointed Insurance & Savings Ombudsman (“ISO”) in May 1998. She was admitted as a barrister and solicitor of the High Court of New Zealand in 1987. Karen practised as a lawyer in the area of civil litigation and alternative dispute resolution. Since her appointment as ISO, Karen has qualified as an Associate of The Arbitrators’ and Mediators’ Institute of New Zealand, a Member of The Chartered Institute of Arbitrators (UK) and a fellow of the New Zealand Institute of Management.

PANELLIST KAREN STEVENS, INSURANCE & FINANCIAL SERVICES OMBUDSMAN



INSURANCE STREAMBUILDING SUSTAINABILITY IN A CHANGING WORLD

9.15 – 10.10AM

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Andy is the New Zealand territory leader for financial services at PWC and brings more than 20 years’ experience in innovation commercialisation, retail banking, loyalty and insurance to the firm. Andy’s previous roles include Head of Customer-Led Design, Innovation and Digital capability at National Australia Bank, Director of Retail at Bank of New Zealand and CEO of Loyalty New Zealand. He is active in New Zealand’s startup and angel investment community, and has a background in expert decision software in marketing and credit management.

PANELLIST ANDY SYMONS, PWC DIGITAL

Richard is the Chief Executive Officer of the Financial Services Council New Zealand. He has extensive experience in leading and transforming industry associations, life insurance manufacturers and financial advice businesses, having held senior leadership roles in all sectors over the past 16 years. Organisations include Sovereign Assurance, ANZ Banking Group, Association of Financial Advisers and ING.

FACILITATOR RICHARD KLIPIN, FSC/ WSNZ



FINTECH STREAMLESSONS TO BE LEARNT AND THE STATE OF SECURITY AFTER WANNACRY – DATA, FRAUD AND ANALYTICS

9.15 – 10.10AM

Prior to founding Delta in April 2014, Ian worked for AIG for nearly 15 years and held a range of executive positions from London to Hong Kong, Singapore, New York and Auckland. He has an honours degree in Economics and Finance from Loughborough University, and is a Chartered Insurer and an Associate of the Chartered Insurance Institute. He is also a member of the Institute of Directors (MInstD) and ANZIIF (SnrAssoc) CIP. Ian speaks regularly on professional liability and cyber liability trends and exposures, and has presented at industry events across Asia Pacific.

FACILITATOR IAN POLLARD, DELTA INSURANCE

The National Cyber Policy Office (NCPO) leads and coordinates the development and implementation of New Zealand’s cyber security policy. Paul has led the NCPO since it was established in July 2012. The NCPO led the development and oversees implementation of New Zealand’s 2015 Cyber Security Strategy. The NCPO was also responsible for delivering New Zealand’s first Cyber Security Summit in 2016, bringing together business, government and academia to shape the direction of New Zealand’s cyber security. Prior to his present role, Paul was a career diplomat, most recently serving as Deputy Head of Mission in Brussels from 2008 to 2012, as well as various posts in the Solomon Islands, China and Taiwan.

PANELLIST PAUL ASH, NATIONAL CYBER POLICY OFFICE

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Best known in New Zealand for his time as Director of the GCSB through the turbulent period from 2012 to 2015, Ian has a wide background in economic policy and regulation, as well as international relations and intellectual property. He left GCSB in 2015, and (after a spell back in Australia), now manages a leading cyber security business, as well as a small number of select consulting assignments.

PANELLIST IAN FLETCHER, INPHYSEC

Over the past 14 years, Nick has built and helped run various businesses, focused on protecting organisations from risk. Adopting an intelligence-led approach engraved from an early age as a metropolitan police detective in London, Nick is the co-founder of Propello, a continuous fraud monitoring (CFM) solution which enables organisations to detect fraudulent activity and identify suspicious trends to reduce losses and improve compliance in real-time. Propello uses next generation relational database tools with industry specific fraud detection rules to automate monitoring and protect against fraudulent activity, helping to improve its clients’ bottom lines.

PANELLIST NICK THOMPSON, PROPELLO



FINTECH STREAMLESSONS TO BE LEARNT AND THE STATE OF SECURITY AFTER WANNACRY – DATA, FRAUD AND ANALYTICS

9.15 – 10.10AM

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Carmen has over 15 years’ experience in using data to solve business problems. This includes working with every major NZ bank and insurer, and several large retail, telco, media brands and utility providers. Her personal accolades include EY Entrepreneur of the Year Finalist 2015, and winner of the Auckland University Business School Entrepreneurs Challenge award. She was also a finalist in the Westpac 100 Women of Influence in 2016 and represented NZ in China as the EY Oceania Fast Tech Entrepreneur. Carmen has founded two businesses – Data Insight helps companies leverage customer data to turn it into actionable insights, while Valocity is a connecting platform that enables finance and insurance to deliver seamless and relevant experiences for customers while managing regulatory compliance and risk.

PANELLIST CARMEN VICELICH, DATA INSIGHT


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FRIDAY 8 SEPTEMBER – MEET THE POLITICIAN10.15 – 11.00AM

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Labour’s MP for Wellington Central and Labour’s Finance Spokesperson, Grant was born in 1971 in Palmerston North and lived in Hastings before his family settled in Dunedin. The Presbyterian values his parents taught their three sons fostered Grant’s belief in social justice. He spent his teenage years cultivating his love of rugby and cricket.

After leaving university, Grant joined the Ministry of Foreign Affairs and Trade. He managed the New Zealand Overseas Aid Programme to Samoa – a $7.7 million fund with projects in areas such as education, healthcare, public sector capacity building, small business development and the empowerment of women. He was also posted to the United Nations in New York, working on environment and development issues. On his return to New Zealand, he became an advisor for then Minister of the Environment, Marian Hobbs. From there he went on to work in the office of former Prime Minister Helen Clark.

In 2006 Grant began work as the research business manager for the University of Otago at the Wellington School of Medicine. He stood for Wellington Central in 2008 when Marian Hobbs retired, winning the electorate with a majority of 1900 votes. In the 2011 election he grew that majority to 6,400, and in 2014 to 8,267.

Grant was elected Deputy Leader by the Labour caucus after the 2011 election, serving in that role until September 2013. Grant became the Finance spokesperson in November 2014, and has previously held spokesperson roles for Labour in Employment, Skills & Training, Economic Development, Tertiary Education, State Services, Health, and Arts, Culture and Heritage. He is also a member of parliament’s Privileges Committee.

Grant met his partner Alf in 1998 playing rugby, and their family now includes two grandchildren. In 2009 they were joined in a civil union. Along with his passion for sports, Grant is a fan of New Zealand music and literature, and loves cooking and movies.

GRANT ROBERTSON MP – LABOUR SPOKESPERSON FOR FINANCE, EMPLOYMENT, ASSOCIATE ARTS, CULTURE AND HERITAGE

‘POLITICAL AND POLICY UPDATE’

FROM GRANT ROBERTSON


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FRIDAY 8 SEPTEMBER – SPOTLIGHT SERIES11.30 – 11.35AM

GUEST SPEAKER, IAN FLETCHER

Best known in New Zealand for his time as Director of the GCSB through the turbulent period from 2012 to 2015, Ian has a wide background in economic policy and regulation, as well as international relations and intellectual property.He left GCSB in 2015, and (after a spell back in Australia), now manages a leading cyber security business, as well as a small number of select consulting assignments.

www.inphysec.org.nz

SPOTLIGHT ON CYBER SECURITY

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CEO, INPHYSEC


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FRIDAY 8 SEPTEMBER – MAIN PLATFORM11.35 – 12.30PM

PANEL 3 – CULTURE, CONDUCT AND CONSUMERS.NAVIGATING CHANGE IN FINANCIAL SERVICES

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Mike is a partner in Chapman Tripp’s corporate and commercial team specialising in workplace savings, KiwiSaver, superannuation and financial services regulation. Mike is a long-standing councillor of Workplace Savings NZ and is a former chairman of the Association of Superannuation Funds of New Zealand. He is widely acknowledged as a leading practitioner and is vastly experienced in matters relating to New Zealand’s major employer-based schemes – Chambers Asia Pacific, 2017. Mike has a strong interest in policy and compliance issues and has in recent years helped with a number of legislative reforms and industry exemptions.

FACILITATOR MIKE WOODBURY, CHAPMAN TRIPP

James is the Manager of the Financial Market Policy team at the Ministry of Business, Innovation and Employment. His team is responsible for financial services regulation in New Zealand, including the recent large reforms of financial market regulation, the review of the Financial Advisers Act and FinTech issues. He has previously worked as a diplomat at the Ministry of Foreign Affairs and Trade and as a lawyer in private practice.

PANELLIST JAMES HARTLEY, MBIE

David is a partner in the financial markets team at Kensington Swan, specialising in the regulation of financial products and the provision of financial advice. He is a past chair of Workplace Savings NZ and currently chairs the Code Committee established under the Financial Advisers Act. In July this year he was appointed as a special adviser to the newly constituted Code Working Group to assist that group as it goes about its work developing the new Code of Professional Conduct for Financial Advice Services.

PANELLIST DAVID IRELAND, KENSINGTON SWAN



PANEL 3 – CULTURE, CONDUCT AND CONSUMERS.NAVIGATING CHANGE IN FINANCIAL SERVICES

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Liam leads and oversees the licensing and supervision of all financial markets participants, from individual AFAs through to KiwiSaver providers. He is also responsible for the FMA’s compliance frameworks, contacts, and intelligence functions.Liam has extensive experience in securities law and corporate governance matters, advising on securities and financial services law and policy, Crown entity governance and legal compliance.

PANELLIST LIAM MASON, FMA

Susan Taylor is the Chief Executive Officer of Financial Services Complaints Ltd (FSCL) and was appointed to her current role in October 2010. As CEO, Susan is the decision-maker on complaints, in the same way as an ombudsman, and has the power to make binding decisions up to the sum of $200,000 where a complaint is upheld and a direct financial loss has been suffered by the consumer. She has more than 25 years’ experience in dispute resolution in the financial services industry and has presented at financial industry and consumer conferences, both in New Zealand and overseas.

PANELLIST SUSAN TAYLOR, FSCL

PANELLIST RICHARD KLIPIN, FSCRichard is the Chief Executive Officer of the Financial Services Council New Zealand. He has extensive experience in leading and transforming industry associations, life insurance manufacturers and financial advice businesses, having held senior leadership roles in all sectors over the past 16 years. Organisations include Sovereign Assurance, ANZ Banking Group, Association of Financial Advisers and ING.


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TWOWORKSHOP 4

DAY

Data Are Coming, Are Actuaries Ready?

The Changing Environment of Underwriting and Claims Trends A look at both global and local trends

Fund Trustees and LIT’s Session 2 – Best of Board Worlds Best practice and best outcomes in running the board




• Future sources of customer data• AI and other data analytics• How insurers could use these data to understand risk• What challenges must insurers overcome to use it?


FRIDAY 8 SEPTEMBER – WORKSHOP 41.15 – 2.10PM

INVESTMENT STREAMFUND TRUSTEES AND LIT’S SESSION 2 – BEST OF BOARD WORLDS BEST PRACTICE AND BEST OUTCOMES IN RUNNING THE BOARD

Mark Jephson became the General Manager for Corporate Trusts in October 2016. Mark joined Guardian Trust in 2007 after spending five years working in financial services overseas. Specifically, Mark spent two years working in corporate trustee services for a large Sydney-based trustee company and three years at a number of investment banks in London. He has extensive experience in all aspects of corporate trustee services. Mark holds a Bachelor of Commerce (major in Economics) and a Graduate Diploma in Finance from the University of Otago and a graduate diploma in Applied Finance and Investment from the Securities Institute of Australia. He is a member of INFINZ and a committee member of the New Zealand subcommittee of the Australian Securitisation Forum.

PANELLIST MARK JEPHSON, GUARDIAN TRUST

Tracey Cross leads the national financial services team in New Zealand. She has more than 20 years’ experience in funds management, superannuation law, corporate governance and financial services regulation. She acts for a wide variety of product providers, supervisors, custodians, administration and investment managers and overseas issuers offering funds into New Zealand.

FACILITATOR TRACEY CROSS, DLA PIPER

Bruce holds an Independent Trustee Market Services License from the Financial Markets Authority. His career was founded in financial services and, until recently, was the driving force behind the peak retirement savings industry association, while concurrently engaged in governance and investment strategy for a handful of corporate super schemes. Bruce is extensively networked, respected for industry advocacy, and has an established reputation across the retirement savings industry. Work is now largely centered on his corporate super Licensed Independent Trustee and chairman or director roles.

PANELLIST BRUCE KERR, LICENSED INDEPENDENT TRUSTEE

Introducing Bruce Kerr

Bruce is the Executive Director of Workplace Savings NZ – “the voice of workplace savings”

(formerly The Association of Superannuation Funds of NZ) and he has been in this role for

the past ten years.

Bruce also has paid fiduciary roles, acting as the independent Trustee on the governance

board of a few large corporate superannuation schemes. These schemes are the Dairy

Industry Super Scheme, the Shell NZ Pension Plan and the Westpac NZ Staff Super

Scheme, where he is also the Chairman of trustees.

In his personal capacity Bruce acts pro-bono as a trustee of the Wainuiomata Golf Club Inc,

and as the Chairman of a director for Waikite Apartments Limited.

Before engaging full-time in the workplace retirement savings arena, Bruce had an extensive

banking career with Westpac, which gave him a breadth of experience in most facets of

banking in New Zealand, Australia & the Pacific, including retail banking, product

management, project management and human resources management.

Bruce holds a Diploma in Business Studies from Massey University.

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INSURANCE STREAM

David Drillien is Executive Manager Underwriting & Portfolio Management (Life & Health) at Suncorp New Zealand which trades under the Asteron Life and AA Life brands. He is responsible for product, pricing, underwriting, and new business as well as having overall responsibility for the life insurance portfolio performance. David has held a number of marketing, product, and operational roles throughout his 20-years plus in the life insurance industry in New Zealand and Australia.

FACILITATOR DAVID DRILLIEN, ASTERON

Viviane is responsible for client strategies and solutions, specialising in product development/innovation. Her background is as a legal consultant/mediator and claims manager in life/general insurance lines.

PANELLIST VIVIANE MURPHY, GEN RE

Robert is responsible for client strategies and solutions, specialising in product development/innovation. His background is as a qualified actuary and pricing and developing life insurance products in UK, Ireland, New Zealand and Australia.

PANELLIST ROBERT KERR, GEN RE

THE CHANGING ENVIRONMENT OF UNDERWRITING AND CLAIMS TRENDS – A LOOK AT BOTH GLOBAL AND LOCAL TRENDS

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1.15 – 2.10PM



FINTECH STREAMDATA ARE COMING, ARE ACTUARIES READY?

As a Strategy Analyst at Partners Life, Mark’s role includes developing strategies to help financial advisers transition to the forthcoming advice regime. Previously, Mark worked in intelligence at the Financial Markets Authority, where he drove the project reviewing replacement business in life insurance, which recently won an innovation award from the NZ Institute of Intelligence Professionals. Mark also teaches strategic management accounting at The University of Auckland Business School, and runs an International Taekwon-Do school.

FACILITATOR MARK BANICEVICH, PARTNERS LIFE

Robert Anderson is currently undertaking his PhD in Computer Science, researching adaptive learning – machine learning solutions that adapt to suit changing problems without human input. After working in analytics in London, he returned to New Zealand to further his studies. His experience in the machine learning discipline is shown through his achievements, placing first in his Masters and getting top honours in the Australian AI 2016 conference. He is passionate about putting data science into practice, and has consulted on innovative analytical solutions for large organisations across New Zealand, including in the travel, retail and insurance sectors.

PANELLIST ROB ANDERSON, DATA INSIGHT

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1.15 – 2.10PM

Len leads Sovereign’s product & marketing team and is accountable for the design, pricing, and marketing of Sovereign’s insurance products. Prior to commencing his current role, he led Sovereign’s health insurance division. Len’s experience spans across the financial services industry. Prior to joining Sovereign, Len worked as an actuary at MLC, managing the company’s asset-liability risk. He also spent six years as a consulting actuary at Deloitte, where he led numerous Australian and international engagements, business development campaigns, and research projects.

PANELLIST LEN ELIKHIS, SOVEREIGN

Performance Lab produces AI engines, which enable personal assistant technologies for activity. We contextualise metrics to create natural personal coaching for exercise devices and platforms. We are the AI engine inside Oakley’s smart glasses RADAR Pace and Lifebeam’s running device Vi. We capitalise on ARDA’s unique data contextualisation and interrogation methods and its application to the richness of modern data, which yields ground-breaking physiological and behavioural insights. It is Kerri’s role to transform these insights into scalable and profitable business decisions. It is also our intention to contribute to the improvement, personalisation, fairness and ethicality of companies’ engagement with their customers.

PANELLIST KERRI MCMASTER, PERFORMANCE LAB

Adam heads Quantium in New Zealand, a large data analytics firm specialising in customer analytics. Quantium were originally founded by actuaries and their rapid growth has been driven by the application of actuarial insurance techniques to analytical problems in other industries. They now work across a wide variety of sectors including insurance, banking, supermarkets, retail malls and property. Adam is also an actuary, having worked primarily in life insurance, before moving to his current role.

PANELLIST ADAM FOLLINGTON, QUANTIUM



FINTECH STREAMDATA ARE COMING, ARE ACTUARIES READY?

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1.15 – 2.10PM

Matt is co-founder of IoT Ventures and BeSure Solutions, two early-stage companies innovating in the use of remote devices to capture data for analysis and action. Matt started his ‘grown up’ career in change management and organisation redesign, having completed his MSc in Organisational Psychology at the University of Sheffield in England. After watching several great redesigns ‘unravel’ without a technology layer to hold them together, he changed tack and has worked for almost 20 years harnessing technology to deliver business benefits, particularly in the health sector, both in New Zealand and internationally.

PANELLIST MATT HECTOR-TAYLOR, IOT VENTURES


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GUEST SPEAKER, MURRAY THOM

Murray Thom left school at 15 with no qualifications. By the age of 23 he became Managing Director of CBS Records, the youngest Managing Director of that group in the world. With a strong desire to be self-employed, he left the corporate life 23 years ago to “have a go” on his own.

He founded and owned Personalised Plates in 1987 as a result of winning a government tender to act as the Ministry of Transport’s exclusive marketing agent to introduce personalised number plates into New Zealand. Personalised Plates Ltd enjoyed great success and, at its height, during Murray’s ownership, had a turnover of $30 million annually and a staff of 60. In 1997 he sold that company to pursue his real passion, the music business.

He now manages his own boutique record company, Thom Music, producing many bestselling albums and the company has enjoyed great success. Two of his recent productions: ‘Together’ and ‘Miracle’ have both featured on the Oprah Winfrey show.

Murray Thom has featured on Documentary New Zealand’s “the Midas Touch”. He made ‘NZ Business’ magazine’s Top 10 Entrepreneurs of the Decade, and featured in ‘Management’ magazine’s cover story on leadership.

Sponsored by:Sponsored by:

NAVIGATING CHANGE IN TURBULENT TIMES


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CONFERENCENATIONAL

Navigating Change

EVENT PARTNERELAINE LINNELL

DESIGN PARTNERRUTH MCGILL

09 985 5762 [email protected] navigatingchange.co.nz

www.graphicsbyruth.com 021 235 3324

[email protected] 021 508 507

Hilton Hotel, Auckland 7– 8 September 2017 DELEGATE … › ap... · Workplace Savings NZ Welcome to the inaugural Financial Services Council and Workplace Savings NZ National Conference.

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