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Ph + 64 9 486 3144

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Eriksens Superannuation and Investment Conference - 7 November 2007

 

Life After KiwiSaver and PIEs : The Regulation of Financial Services

The 2007 Eriksens conference was held in Auckland on November 7 2007. The main themes were the effects of globalisation and financial regulation on the financial services industry.

Our KiwiSaver workshop showed that most of our New Zealand attendees were in KiwiSaver, with a sizable proportion having spouses and children who had also enrolled.

As our speakers explained, these themes are now interrelated since, with globalisation, events in one region have a direct effect on other locations. One consequence is that financial services regulators are increasingly adopting international standards. New Zealand is now in the midst of these regulatory changes.

Other speakers looked at the state of the global economy, with a special look at the effects of the US sub-prime mortgage market on international credit markets, project management of new regulations within financial services organisations and long short equity investing.

A highlight was the address by Dr Alan Bollard who discussed recent international events and their effect on New Zealand, together with an overview of the Reserve Bank's possible regulatory role with respect to the financial service industry.

We thank our presenters for making the time to address us, and look forward to seeing them and our other attendees at our conference next year.

Please click on the speaker name for his presentation slides.

Our speakers were:

Jonathan Eriksen, Eriksen & Associates

   Welcome and Introduction

Leo Krippner, Chief Investment Strategist, AMP Capital Investors 

    PIEs, Asset Allocation and the State of the Global Economy

David Ireland, Partner, Kensington Swan

   Regulatory Changes to Financial Service Providers

David Pacey, Ernst & Young

   IFRS and its Regulatory Impact on the Financial Services Market

Greg Hickling, Citigroup

   Credit Crunch - The Ramifications of the Sub-Prime Mortgage Market

Sean Fenton, Jenkins Investment Management

   Pros and Cons of Long Short Equity Investing in the Australian Market.

Paul Harding-Davis, Head of Sales, Absolute Capital Group

   Case Study : Project Managing the Implementation of FSR and Privacy Act for

   a large Australian Financial Services Organisation.

Dr Alan Bollard, Governor, Reserve Bank

   Increasing Regulatory Role over Financial Services Being Assumed by the

   Reserve Bank and Possible Ways which the Financial Services Industry could

   Simplify or Amplify the Overall Security of NZ Financial Markets

 

A MEMBER OF THE ERIKSEN BENDZULLA ACTUARIAL CONSORTIUM

All care has been taken to provide correct and up to date information here, however no assurance is given as to its accuracy, or relevance in any specific  situation.  

(c) Eriksen & Associates Limited and Eriksens Actuarial Pty Limited, 2006 - 2008.  All rights reserved.