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Dear Contact,

We are excited to be launching the latest FSC research next week, exploring key insights into the growth of micro-investing platforms and the rise of retail investing.

Next Tuesday, we will be holding a cocktail function to launch the research, which will be followed by a panel discussion of the research findings.

Our panel of experts will discuss some of the key questions including:
  1. How much can we put down to the Covid-19 pandemic when it comes to the increase in Kiwis turning to micro-investing platforms?
  2. Are these new and more accessible forms of investing likely to take over from property?
  3. Can other segments of the financial services industry (such as insurance) take advantage of emerging technology in the same way?
Please note the venue change. We will now be holding this at the offices of Ernst & Young in Britomart, Auckland. Spaces are limited, so if you have not done so already, please make sure you register to attend.

Thank you to Trustees Executors for their support of the FSC research programme.

We hope to see you there.

The FSC Team
Event Details
Date: Tuesday 15 June 

Time: 4:30pm arrival for drinks, canapes and networking. We will be finished by 6:45pm. 
Please ensure you arrive before 5:00pm as the lifts will be locked after this time.

Location: Level 9, Ernst & Young, 2 Takutai Square, Britomart, Auckland 

Thank you to Ernst & Young for hosting us.

 
Our Expert Panel
Rachel Strevens, Founder and CEO - Invsta
After working for 10 years as a Private Wealth Adviser in New Zealand across a number of financial institutions, Rachel made the decision to leap head first into the world of FinTech startups, to help address some of the key problems and challenges she had encountered across the wealth and investment management industry. Shortly after leaving the corporate world she started Invsta, a B2B fintech company that provides a range of innovative digital solutions for the financial services sector, focused on improving digital client engagement and streamlining business processes and efficiencies. She is highly aligned with the challenges and evolving needs of the investment management sector and is passionate about ensuring that the financial services industry thrives in the face of digital disruption.
Hugh Stevens, CEO - Smartshares
Hugh joined NZX in February 2018 with extensive fund management industry experience gained in New Zealand and abroad. Hugh is the former Head of Private Equity and Real Estate Fund Services for BNP Paribas based in Paris, France, and prior to that was Head of BNP Paribas Securities Services New Zealand. Before BNP Paribas, Hugh worked for JP Morgan in London where he held several executive roles including Vice President, Applications Development Director and Vice President, Head of Analytics. Hugh holds an MBA from London Business School, a Bachelor of Engineering (Hons) from the University of Canterbury, and a Bachelor of Science from Victoria University of Wellington.
Ryan Bessemer, CEO - Trustees Executors Limited
Ryan joined Trustees Executors as Chief Executive Officer in April 2018. Previously he served as COO of Equity Trustees, Australia’s largest independent trustee company. Ryan has over 20 years of experience in the financial services sector, with a strong focus on general and technology management, investment operations, project management and people management. He has a proven track record in delivering successful business growth through organic growth initiatives and M&A.

Ryan has completed the Programme for Leadership Development (PLDA) at Harvard Business School, where he was selected to achieve lifetime Alumni status. 

Gus Watson, Head of Investments - Sharesies
Gus is the Head of Investments at Sharesies, an online investment platform that lets people get started in the share market with just a few dollars. On completion of his engineering degree at University of Canterbury, Gus began his career in the New Zealand energy sector and joined Sharesies early last year.  He leads a team tasked with finding new investment opportunities for the rapidly growing Sharesies customer base (currently more than 390k kiwis). Gus is passionate about the Sharesies mission to create the most financially empowered generation, while ensuring that someone with $5 has the same investment opportunities as someone with $500,000.
Clarissa Hirst, Content Manager - FSC
Clarissa leads the FSC’s consumer communications and research agenda, bringing an in-depth knowledge of our research and its relevance for consumers to this panel. Prior to joining the FSC, she worked on content creation and strategy for the European Union, Auckland University of Technology (AUT) and some of Australasia’s most well-known organisations in the property and financial services sectors. She is a regular contributor to travel and tourism media, in particular Stuff Travel, where she has collaborated with some of New Zealand’s best-loved brands including Tourism New Zealand, Air NZ and DOC on inspiring consumer-focussed stories. Clarissa holds a Bachelor of Arts (Adv) (Hons) from the University of Sydney and a Master of Research from Macquarie University and is passionate about mental health, financial literacy and creating meaningful content.
In case you missed it
Yesterday we launched a brand new initiative - 'Why Does Money Matter?' - a school video competition designed to foster conversations around money in the classroom and beyond. School students will submit a 3 minute video that tells us why money matters to them. Entries are now open and close 20 August 2021

Find out more here.
EarlyBird ticket sales for the FSC's flagship conference are closing on June 30. Click here to register.

Great content drives great conferences and we have a stellar line-up of political, industry and keynote speakers which we will be releasing over the coming weeks. If you're part of the financial services sector, this is the conference you don't want to miss. Find out more at regenerations.org.nz
Health and Safety
All FSC events are run with the health and safety of attendees in mind. All tickets are transferable should the event dates change.

For the comfort and safety of all attendees and the community, all FSC events will adhere to strict COVID health and safety guidelines.

Our venues have a COVID-19 management plan. Hand sanitiser will be available for all attendees, and attendees must scan the QR code to enter.


+64 (0)9 985 5762 | ANZ Centre | Level 33 | 23-29 Albert Street | Auckland 1010
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