The Annual Perfecting Investment Portfolios Forum

This Forum has been designed by the New Zealand industry for the New Zealand industry, and represents the collaborative efforts of The Investment Store and Heathcote Investment Partners.

Perfecting Investment Portfolios is an invitation only investment forum designed for senior financial services industry professionals.

The Forum provides attendees with an opportunity to hear independent perspectives – from New Zealand and further afield - concerning central investment themes.

This year’s theme “Investing in a low inflation desynchronized world” has been carefully selected by Shamubeel Eaqub, and is designed to aid you with your portfolio construction.

Investing in a low inflation desynchronised world

Globally and at home, the economic outlook is uneven across regions and sectors.

Shamubeel Eaqub, Principal Economist at NZIER will set the scene with key insights from New Zealand on two key themes:

Uneven economic growth is predicted to remain for some time. Against this backdrop, we examine the implications for various investment strategies in terms of security selection and asset allocation.

With life expectancy on the rise, we examine whether traditional investment techniques, models and risk assumptions still relevant.”

Our line-up of expert speakers will present their thoughts on the above and other issues and the likely implications for financial markets at home and abroad. Aaron Drew, Principal Economist & Head Auckland Business, NZIER will conclude the conference and pull the thread of discussion together to present possible implications for portfolios.

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Wednesday 10th June 2015


The Hilton Hotel
Princes Wharf
New Zealand


no charge - invitation only event


by 5th June 2015
Reserve your complimentary seat now - limited spaces


Registration desk opens at 8.30am
Conference starts at 9am
Lunch and refreshments are complimentary
The Forum ends at 5.00pm and will be followed by a cocktail function open to attendees only


Up to 6 structured CPD hours will be advised at the event.


Download a PDF copy of the Invitation here.


Register Online Here


Download the Adgenda PDF Here


Shamubeel Eaqub
NZIER Presentation

Louis Boulanger
LB Now Presentation

Aaron Drew
NZIER Summary Presentation

Bernard Doyle
JB Were Presentation

Wade Matterson
Milliman Presentation

Alan McFarlane
Dundas Presentation

Tim Murphy

Brian Parker
MLC Presentation

Scott Stewart
Perennial Presentation

Brian Thomas

Alan Wang
Premium Presentation

Kathryn Young

Roland Winn
NZ Super Presentation

RSVP By 5th June, 2015 at rsvp@perfectinginvestmentportfolios.com
This communication (and attachment if applicable) is for New Zealand resident professional financial intermediaries and habitual investors only who are “wholesale clients” for the purposes of the Financial Advisers Act 2008 (as described in section 5C(1)(a), (b) and (c) of that Act)