AUT - Finance club speaker series 2011
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Finance club speaker series 2011
Past events (2011) consisted of the following guest speakers:
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Jan Barraclough, Financial Advisor, Craigs Investment Partners
About Jan Barraclough: Jan joined Craigs Investment Partners in 2008 after 15 years as an investment advisor/retirement planner with Spicers Portfolio Management. Prior to that she worked in Corporate Superannuation and Actuarial roles. Jan provides investment advice and portfolio management services to a range of clients, including academic, executive and retiring employees, and increasingly, women investing on their own account. She is a regular seminar presenter to the University of Auckland, companies and women's organisations.
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Andrew Ford, Retail Investment Manager, MARAC Finance
The New Zealand debt market and MARAC bond listing
About Andrew Ford: Andrew has worked at MARAC, in several different roles, since March 2000 and as MARAC’s Retail Investment Manager since March 2008. Andrew has extensive knowledge of the financial markets, Combined Building Society’s business and its MARAC branded investment products.
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David Roberton, Head of Equities, Macquarie Bank
An overview of equities and commodities
About David Roberton: David currently works at Macquarie Group, as Head of Equities. He has previously worked at UBS Investment Bank.
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Graduate Panel
Panel members:
Kate Hammill - KPMG
Nick Jaques - MARAC Finance - AUT Graduate
Varun Venkatraman
More panel members to be announced
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Frank Olsson, Regional Manager New Zealand, FINSIA
Presentation skills
About Frank Olsson: Frank's banking career has taken him all over the world, from Stockholm to Nairobi and Tokyo and included stints at Cambridge University and Harvard Business School. Frank lives in Auckland and continues to work in finance as Regional manager of FINSIA whilst also sitting on a number of charitable and professional boards including being a Chairman of the AUT MBA programme advisory board.
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Mikhail Pankov (MBA – Finance), Managing Director, Global Capital Advisors
An introduction to the trading industry, trading strategies, & managing a share broking practice
About Mikhail Pankov: Mikhail is the Managing Director of Global Capital Advisors Ltd. Mikhail is a wealth manager primarily for high net worth individuals and advises on global equities, derivatives, fixed interest securities and FX. Mikhail holds a Master of Business Administration, specialising in finance, risk and portfolio management, and has worked in the finance industry since 2002. Prior to becoming an investment advisor in July 2010, Mikhail worked as a stockbroker with ASB Securities and, before that, spent three years working in the banking sectors in both Auckland and Moscow.
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Jeremy Simpson, Senior Investment Analyst, Forsyth Barr
About Jeremy Simpson: Jeremy joined Forsyth Barr in 2002 and is a Senior Analyst in the research team and has over 20 years experience in investment markets in New Zealand and Australia. Prior to Forsyth Barr, Jeremy was Director Equities and Senior Equities Analyst at ABN AMRO in New Zealand and Australia. Jeremy is a qualified Chartered Financial Analyst (CFA) and holds a BCA in Accounting from Victoria University. He is a past President of the CFA Society of New Zealand, a Fellow of the Financial Services Institute of Australasia and a member of INFINZ. At Forsyth Barr Jeremy has responsibility for the property, infrastructure and gaming sectors and was ranked the number one Real Estate analyst in Australia and NZ in the 2008 StarMine Analyst Awards.