INFINZ

Join us in exploring the future of social investment in Aotearoa New Zealand! We’re excited to invite you to our upcoming panel discussion: Developing a Successful Social Investment Market. This is a fantastic opportunity to hear directly from leaders in sustainable finance and social impact about the key components, challenges, and growth opportunities in NZ’s social investment landscape. Date: Tuesday, 19 November 2024 Time: 12:30 pm Location: ANZ, Level 18, 171 Featherston Street, Wellington City Complimentary for INFINZ members Non-members: $80 (incl. GST) Meet Our Speakers: 🌱 Jamie Newth – CEO & Founder of Soul Capital 🌱 Nicola Nation – CEO, The Ākina Foundation 🌱 Tuhi Leef – CEO/Tumu Whakarae, Pillars Ka Pou Whakahou Moderator: 🌱Dean Spicer, CFA – Head of Sustainable Finance NZ, ANZ Whether you're involved in finance, social enterprise, or simply passionate about creating impactful investment solutions, this is a discussion you won’t want to miss! To register, visit our website https://lnkd.in/gNS_TUKW or email Faith at support@infinz.com Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Faith Taylor Kirsty King Penne Clayton MStJ JP

Sustainability metrics for SMEs

One Week to Go! We’re just one week away from our Vision 2030: Shaping the Future of Ōtautahi Christchurch event! Join us on 6th November 2024 to hear from a panel of influential leaders as they share their insights on Christchurch’s future and the opportunities that lie ahead. Our panel includes: Christopher Boyle – Executive Chair & Co-Founder, FABRUM. Leeann Watson – Chief Executive Officer, Business Canterbury Barry Bragg – Chairman, Lyttelton Port Company; Quarry Capital Limited; Pegasus Health; Te Kaha Project Delivery Limited Leah Scales (Facilitator) – INFINZ Board Member & Head of Finance and Operations, Anthony Harper Date: Wednesday, 6th November 2024 Time: 5:30 PM – 7:30 PM Location: Buddle Findlay, Level 3, The Regent, 33 Cathedral Square, Ōtautahi Christchurch Central Complimentary for INFINZ,CFA Society New Zealand, and NZ Private Capital Members Non-Members: $75 Spaces are limited, so register now at https://lnkd.in/gHDXXirA or reach out to Faith Taylor at support@infinz.com. Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Faith Taylor Kirsty King Penne Clayton MStJ JP Logan Schokking Sarah Brennan Jamie Street Amy Coster Amanda Ng

Announcing the 2-Day Strategy & Value Creation Masterclass!   Are you ready to deepen your commercial acumen and lead with confidence? Join us on 26-27 March 2025 for a masterclass designed to sharpen your strategic toolkit, enhance your decision-making skills, and equip you to drive value in your organisation.   Why attend? Gain tools for impactful business planning, strategic alignment, and commercial leadership. With case studies, interactive group activities, and expert-led sessions by Kevin McCaffrey (My Governance) and Jim McElwain (INFINZ Executive Director), you’ll walk away ready to influence senior management and the board.   Key Takeaways: ▫ Develop business plans that meet organisational goals ▫ Identify and leverage key value drivers ▫ Build confidence through practical, real-world applications Where & When? CAANZ Event Rooms, Auckland CBD 26-27 March, 8:30 am – 5:00 pm   Who should attend? This masterclass is ideal for those in governance, senior leadership, or anyone looking to expand their strategic and commercial expertise.   Register now to secure your place! Contact Faith Taylor at support@infinz.com or visit https://lnkd.in/gfkaK2Aa for more details. INFINZ members, alumni, and non-members are welcome, with available discounts for qualifying participants.   Don’t miss this opportunity to invest in your growth and leadership journey! Ali Urlich Andrew Suggate Carl Olsen Celia Zhang CA Charlotte Kool Helen Skinner James Hassell Liesl Knox Michael D'Esposito, CFA Mike Brophy Nick Morris Nigel Bingham Robert Kingston Sarita Hanif Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Faith Taylor Kirsty King Penne Clayton MStJ JP

A big thank you to everyone who joined us for the Financial Statement Analysis 101 Masterclass yesterday! It was a great opportunity to bring together a group of engaged professionals, all eager to learn about financial statement analysis. The discussions and questions throughout the day really made the session a success. We’d like to extend our appreciation to Dr. Nava Ramezanian from AUT Business School for leading the session and providing valuable knowledge and practical examples that everyone could take away and apply. Thank you as well to MUFG for hosting us! For more information on our upcoming events and courses, please visit our webpage: https://lnkd.in/gKNDPQZZ Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Faith Taylor Kirsty King Penne Clayton MStJ JP

🌟 Submissions are now open for the 2025 INFINZ Awards! 🌟 We are thrilled to announce the launch of the 2025 INFINZ Awards, which will take place on the 13th of May 2025 at Shed 10, Auckland. This prestigious event brings together professionals from across the financial services ecosystem to recognise and celebrate excellence and outstanding achievements in the industry. The submission deadline is set for the 12th of February 2025 - so now is the time to start preparing your entries! Don’t miss this opportunity to showcase your successes and innovations. A special thank you to our sponsors for their ongoing support and commitment - we're pleased to have you on board: BDO in New Zealand, Chapman Tripp, Computershare, Fitch Ratings, Hunter Campbell, Invest New Zealand, Johnson Partners, MinterEllisonRuddWatts, Mosaic, MUFG, NZX Limited, Public Trust, PwC New Zealand, TMNZ. We look forward to celebrating with you all in May! For more information and submission details, please visit: https://lnkd.in/gKMp-5d Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Faith Taylor Kirsty King Penne Clayton MStJ JP

One week to go until INFINZ’s Emerging Leaders Group presents 'State of Play - What could the US Election Mean for NZ?' in Auckland. Join us for an insightful discussion with Jessica Mutch McKay, Head of Government Relations & Corporate Responsibility at ANZ Aotearoa, as we explore the potential impact of the upcoming US election on NZ and the world. Key topics: 🔹 Red vs blue outcome: what it could mean for NZ 🔹 Reflections on our government’s progress 🔹 Key trends in regulation and government focus 🔹 Jessica’s career transition from media to finance Moderated by Nigel Grant, Head of Wealth Product at ASB Bank, this session will offer key insights for those with an interest in politics, finance, and governance. To register, visit: https://lnkd.in/gDHYPB6H or email Faith Taylor at support@infinz.com Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Faith Taylor Kirsty King Penne Clayton MStJ JP Annie Zhang Mei Zi Ho Jennifer Chee, CFA Lee Marshall Daniela Bossard Fran Burley

Thank you to everyone who attended the INFINZ Masterclass: Quantifying the Financial Impacts of Climate Change! A big thank you to our incredible speakers who shared their expertise and insights with us: Erica Miles (West Nine Consulting), our fantastic facilitator Kate Wilson Butler (Chapman Tripp) Anne Urlwin (Director) Kathryn Waugh (nee Hall) (Oceania Healthcare) Renate Swart (PwC) Ben Coulter (PwC) Annabell Chartres (PwC) Tiniya du Plessis (PwC) Jonathan Skilton (PwC) Nicola Swan (Chapman Tripp) Alana Lampitt (Chapman Tripp) We packed a lot of valuable information into this half-day workshop, covering key insights on translating climate risks into quantifiable financial impacts. We hope that all attendees found the session insightful and are well-equipped to implement these strategies in their organisations. A special thank you to PwC New Zealand for hosting us and making the day possible! What’s next? If you missed this session or would like to attend again, don’t worry! We have another Quantifying the Financial Impacts of Climate Change masterclass coming up on 14th November 2024. For more info and to register, please visit: https://lnkd.in/dhj7Yt-t Additionally, we’re excited to offer 'Climate Statement Analysis 101' a one-day, focused and practical course designed to help Primary Users (investors, lenders, creditors) read, interpret, and critically analyse the key information in a Climate Statement. This course will empower those responsible for investment and lending decisions. For more info and to register, please visit: https://lnkd.in/ggB-6Xb8 Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Leah Scales Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Faith Taylor Kirsty King Penne Clayton MStJ JP Judith (Jude) Partridge

Last chance for earlybird tickets! Join us at the INFINZ YFP & YWF End of Year Celebration on 7 November 2024 at Holey Moley, Auckland Viaduct, for an evening of mini-golf, networking, and some well-deserved fun. Today is the final day to secure earlybird pricing: Members: $20 Non-members: $55 Event Details: Wednesday, 7 November 2024 5.45 pm – 8.00 pm Holey Moley, 204 Quay Street, Auckland Viaduct Your ticket includes mini-golf, a drink on arrival, and pizzas, with discounted drinks available at the bar. We look forward to seeing you there! To register, please visit our webiste: https://lnkd.in/g5Q-qYU8 or email Faith at support@infinz.com. Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Leah Scales Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Faith Taylor Kirsty King Penne Clayton MStJ JP Lachlan Cook Alex Dam Lachlan Wallace Mia Gemmell Amandeep Kaur DJ Govender Zenas K. Alice Petre Molly Densem, CA Nicole Jackson Sarah Vrede New Zealand Financial Markets Association Young Women in Finance NZ

Vision 2030: Shaping the Future of Ōtautahi Christchurch We’re excited to announce Barry Bragg, Chairman of Lyttelton Port Company, Quarry Capital Limited, Pegasus Health, and Te Kaha Project Delivery Limited, as one of our esteemed panelists for the upcoming Vision 2030 event. Barry brings a wealth of experience in leading key infrastructure and healthcare projects that are vital to Christchurch’s growth and future potential. He will be joined by: Christopher Boyle – Executive Chair & Co-Founder, FABRUM. Leeann Watson – Chief Executive Officer, Business Canterbury Leah Scales (Facilitator) – INFINZ Board Member & Head of Finance and Operations, Anthony Harper Don’t miss this opportunity to engage with industry leaders shaping Christchurch’s future! Complimentary for INFINZ, CFA Society New Zealand, and NZ Private Capital Members / Non-Members: $75 To register, click here: https://lnkd.in/gz_icrPr or email Faith Taylor at support@infinz.com Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Faith Taylor Kirsty King Penne Clayton MStJ JP Logan Schokking Sarah Brennan Jamie Street Amy Coster Amanda Ng