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CONCURRENT BUSINESS SESSIONS |
| All presentations will be aimed at an advanced level, promising to be challenging and educational to all who attend, with a focus on professional content. |
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Business Session One |
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Recent Market Developments and how they impact on the Financial Planning Industry
Brian Gaynor |
 Brian is one of New Zealand's most experienced and well known investment analysts. His distinguished career includes roles as a Partner and Head of Research at stockbrokers Jarden & Co, a member of the New Zealand Stock Exchange, Chairman of the New Zealand Society of Investment Analysts and Chairman of the Asian Securities Analysts Council.
Brian will discuss the recent market developments and how they impact on the Financial Planing Industry. |
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Dropping the Ball
Sharon Taylor |
Sharon is a self-employed physiotherapist who has travelled widely and worked in many countries all around the world.
She has a powerful story to tell. We hear the good news stories at conferences and events. But what happens when a risk adviser 'drops the ball'. |
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Whores & Pimps
Clayton Coplestone |
 Clayton has been working in the Financial Services industry since 1984 with a background in share broking, money markets, financial planning and asset management. In 2004 Clayton moved with Credit Suisse to Hong Kong where he established and headed up development of their Asian Asset Management business.
The past two decades have developed a global financial services industry of financial prostitutes transacting mediocrity in exchange for low-value-add services. Clayton will reveal how the future of the global and local financial services industry is re-engineering itself to becoming a trusted financial adviser. |
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IFA Member Complaints
Donald Dugdale |
 Donald was many years a litigation partner in the Auckland office of Kensington Swan. He now practices as a barrister. He has written texts on areas of consumer finance. He has held many Law Society offices including that of President of the Auckland District Law Society and has long been interested in law reform and served for five years as a full-time law Commissioner. Donald is Chair of the IFA Complaints Committee.
It's been an interesting time over the past 18 months with unprecedented complaints made to IFA. | |
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Business Session Two |
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'Times, they are changin' - How not to become a legal precedent
Tim Williams |
 Tim is the head of the funds management team at leading law firm Chapman Tripp. He brings 23 years of experience advising the financial services industry.
The financial meltdown of 2007/2008 has brought increased regulation to the financial services industry and potential claims against financial advisers for their previous advice. Tim will summarise the stops financial advisers should be taking to guard against regulatory action and potential claims. |
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Business Insurance - Agreement is Paramount
Neil Rundle |
 Neil is based in Auckland and is a principal of Mainstay Limited. With more than 30 years' experience in business insurance, he specialises in shareholder succession.
By following a step by step procedure using a shareholder succession agreement (Buy/Sell), Advisers can achieve significantly larger cases by providing their clients with a predictable and certain outcome. |
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Modern Portfolio Theory v Asset Allocation
Tim Farrelly |
 Tim Farrelly is principal of Farrelly's Investment Strategy, a consultancy focussed on helping financial planners give superior Asset Allocation to clients. His simple, effective approach to asset allocation has helped clients minimise the effects of the 2001 and 2008 market downturns; when he last spoke at this conference in 2007 he clearly identified the crash in listed property securities as the next great investment disaster just waiting to happen.
In this session we will look at how MPT put followers into the path of yet another storm, how it all could have been so easily avoided, how the investment climate is brighter now than it has been for many years and how we should best take advantage of the opportunities now on offer. (And a few traps to avoid...) | |
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Business Session Three |
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The significantly changed landscape of lending in New Zealand
Richard Jarrett |
 Richard has vast experience in Business Banking, Rural Banking, Branch Banking, Strategy, Project related work and Change Management and is currently head of Private & Migrant Banking for Westpac New Zealand. Richard holds a business degree in Financial Planning and has vast leadership experience across a range of different business models.
The session will address LAQC's, Trusts, Lending and Margins. |
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Will-power; best intentions are best recorded
John Donovan |
 John is General Council-Trusts, for PublicTrust. He has extensive experience in Wills, Estates and trusts and is co-author of the chapters on 'Executors' and 'Family Arrangements' in the NZ Forms and Precedents. John has represented the Trustee Corporations Association at Parliamentary Select Committee hearings on new legislation including the new Wills Act.
This session will cover some of the practical aspects of planning for death. What is essential in a Will and what can be included in a Will. How can a Will be attacked and how can that be avoided. |
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Making your Website even Better!
Chris Anderson |
 Chris has over 15 years web design, usability and marketing experience and is also a regular speaker on these topcs. To promote a good website, he has developed the Website Warrant of Fitness as a great starting point for business and website owners who feel they need to improve their websites but don't know where to start.
Chris will reveal many of the secrets behind how to make a good website great, and also the things your users are looking for (and will be annoyed if they can't find). Included in this very practical talk are over a dozen checks you can immediately apply to improve your website. |
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| Speed Topics - 7 |
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Due to the great feedback from these at 2008, we are having them again, topics will include:
- Things You Should Know!
- Help! Where to now and how?
- Polish your Image
- 'Procrastination is attitude's natural assassin
- A way with words
- Knowledge for you, value for your clients - getting to know ACC
- Getting client's passionate about their investments
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