$57.50 – $460

Master Class Seminar - Roboadvice Paradigm Shifts

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Location

ANZ

Level 30

ANZ Tower

23 Albert Street, Auckland 1010

New Zealand

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Refunds up to 7 days before event

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Description

MASTER CLASS SEMINAR – 1 November 2017

CPD / AFA CE 2.0

This two-hour Masterclass seminar takes a deep dive into the Paradigm Shift that Roboadvice has gone through in recent years: Robo 1.0 – Wealthfront, Betterment, Personal Capital; Robo 2.0 – the Vanguards and Schwabs; and now the shift to Robo 3.0 – the Phone Apps such as Stash and Acorns. Topics covered include:

  • How has Roboadvice evolved in the marketplace?
  • What is the impact of the paradigm shift to phone apps?
  • What can we learn from overseas markets?

GUEST SPEAKERS INCLUDE:

George Lucas is the CEO of Acorns Grow Australia. He has over 30 years’ experience in the investment banking and fund management industry specialising in developing, managing and issuing financial products. George was previously a director of two listed investment trusts, the Chief Investment Officer of Mariner Financial, the head of the London equity derivative trading and structuring department for First Chicago and the head trader of equity derivatives with Citibank in the United Kingdom. George is currently the Managing Director of Instreet Investment, and Chairman and CEO of Acorns Grow Australia Limited. As well as managing Acorns and Instreet, George is a regular presenter at finance industry forums and on Sky Business and an active member of the Fintech community.

FORMAT Keynote presentation by George Lucas followed by panel discussion and Q+A joined by Deemple Budhia (Partner, Russell McVeagh) and Larissa Vaughan (Head of Legal - Wealth and Lead Digital Lawyer for Kiwibank)

EVENT DETAILS:

Date: 1 November 2016

Time: 2:45pm - 4:30pm

Venue: ANZ, Level 30, 23 Albert Street, Auckland

Price:

$50+ gst CFA / INFINZ members

$85+ gst Non Members

$400+gst Corporate group booking 8 seats

Prefer to be invoiced for the event? No problem, please email us at events@cfasociety.org.nz

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Date and Time

Location

ANZ

Level 30

ANZ Tower

23 Albert Street, Auckland 1010

New Zealand

View Map

Refund Policy

Refunds up to 7 days before event

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