Finnotec 2016 NZ’s Premier FinTech Conference The Hilton, Auckland Thursday 10 November 2016
www.savvykiwi.co.nz
PLATINUM SPONSOR Kowhiri is a New Zealand company, which in Maori means choice. The choice we are making available to every New Zealander through innovative yet uncomplicated online experiences to get their Wills sorted. Kowhiri is the home of some of New Zealand’s most innovative estate service offerings – namely My-bucketlist, Ewills, MyDigital Vault.
GOLD SPONSORS IBM is a globally integrated technology and consulting company that stands for innovation and progress. For more than a century, the company has focused on helping build a smarter planet. Today, IBM is focused on five growth initiatives: Cloud, Big Data and Analytics, Mobile, Social Business and Security.
A New Zealand company that is dedicated to provide a simple online experience. Kowhiri is New Zealand‘s leading online will writer and is currently providing solutions that reach over 100,000 users.
IBM has been operating in New Zealand since 1955 and has invested significantly in the local economy. With a focus on strategic engagements that help our clients transform, IBM’s global expertise and innovation is helping New Zealand enterprises compete in the world economy.
www.kowhiri.co.nz
www.ibm.com
GOLD SPONSORS
BRONZE SPONSORS
Harmoney was founded with bold ambitions and a game-changing vision: to turn lending upside down by introducing a marketplace finance model that changes the way Kiwis think about money, for good. We believe that peer to peer lending is changing the way that the world borrows and invests. We’ve brought the change to New Zealand. www.harmoney.co.nz Kiwi Wealth We are a 100% New Zealand owned and operated, investment management business, helping Kiwis save and invest through our KiwiSaver scheme, Superannuation scheme and our Private Portfolio Service. New Zealand owned and operated, award-winning service and a global investment strategy. We're focused on creating better financial futures for Kiwis by helping people get informed about how they can grow their wealth.
Quotemonster provides whole of market quotes for life risk based products specifically for registered insurance advisers. Simplifying comparison of insurance online has made it so much easier to work as an insurance adviser that adoption has been very rapid – from zero to 3,700 logins (almost 100% penetration) in just 4 years and more than 2,600 active users each month. Ours is an application-based approach taking advantage of web-based technology to deliver excellence in the key component of comparison – at the heart of advice – leaving advisers free to choose their own CRM.
Equitise is an online equity crowdfunding platform connecting startups and high growth businesses, with a broad range of investors. We help businesses grow and thrive in a simple, intuitive and social way by disrupting the investment marketplace and removing the traditional funding barriers and costs. Equitise was founded in Australia in 2014 and launched in New Zealand in 2015.
www.equitise.co.nz
www.kiwiwealth.co.nz ClearPoint are masters of software development, creating solutions that transform business vision into reality. We design, build and run technology solutions for established enterprises and rising startups in the Asia Pacific region.
www.quotemonster.co.nz
EVENT SUPPORTERS
ClearPoint are passionate about making a difference for clients, driven to create value by delivering business outcomes that align with business strategy. www.clearpoint.co.nz
www.nztech.org.nz
www.ifa.org.nz
www.bigdayevents.co.nz
EVENT PROGRAMME Time
Session
8.15 a.m.
Registration desk open
EVENT PROGRAMME Speaker
Time
Session
Speaker
Binu Paul, Founder, SavvyKiwi
1.30 – 1.55
Setting the framework for stakeholders in the FinTech ecosystem – the regulator’s perspective.
Garth Stanish, Director Capital Markets, FMA
2.00 – 2.25
Leveraging technology in financial product innovation – high growth investment options via equity crowdfunding.
Will Mahon-Heap, Co-founder, Equitise
2.30 – 2.55
The forgotten conversation- digital estate Lincoln Watson, and asset protection. CEO, Kowhiri
3.00 – 3.15
Engaging the new age consumer – the rise of artificial intelligence
Ben Lynch, Founder, Jude
3.15 – 3.25
Fostering collaboration – building a FinTech community.
Graeme Muller, CEO, NZ Tech
3.30 – 3.45
Afternoon tea Break
Networking
3.45 – 5.15
Product Showcases
10 live demos of FinTech products
5.15 – 6.15
Drinks and Canapes
Networking
8.45 – 8.55
Setting the context and objectives of the day.
8.55 – 9.20
The rise of FinTech – an inevitable reality Ben Heap, CEO, H2 for the financial services community. Ventures The Australian experience.
9.25 – 9.45
Richard Opportunities and challenges for FinTech Dellabarca, CEO in New Zealand. NZ Venture Investment Fund
9.50 – 10.15
New Zealand’s innovation framework – strategic priorities for the Govt. in promoting a healthy FinTech ecosystem.
10.20 – 10.40
Morning tea break.
Hon. Paul Goldsmith, Minister of Commerce & Consumer Affairs Networking Ramesh Naran, Snr Product Manager, Kiwi Wealth
10.40 – 11.05
Robo-advice – empowering more New Zealanders to take control.
11.10 – 11.35
The changing face of funds management Phil Pietersen, – the inevitable impact of technology. CEO, ClearPoint
11.40 – 12.05
12.10 – 12.35 12.40 – 1.30
Leveraging technology in financial product innovation – opportunities in peer-to-peer lending and challenges. Leveraging distributed ledger technologies such as block chain – reimagining traditional banking and insurance Lunch
Neil Roberts, CEO, Harmoney Michael Aaron, Blockchain Leader, IBM Networking
PLATINUM SPONSOR
GOLD SPONSORS
BRONZE SPONSORS
Binu Paul
Ben Heap
Founder, SavvyKiwi
CEO, H2 Ventures
www.savvykiwi.co.nz
www.h2.vc
Binu has been active in the investment and funds management industry since the late 1990’s. Prior to starting up SavvyKiwi he was Head of Business Strategy for an investment management business, managing around $4 billion on behalf of KiwiSaver scheme providers, superannuation schemes, charitable trusts and endowment funds.
Ben Heap is a founding partner and executive chairman of H2 Ventures, a venture capital investment firm focused on innovation and digital disruption in the wealth and financial services sector. He is also a member of the Australian Commonwealth Government’s ‘Fintech Advisory Group’.
Previously, Binu was Chief Executive of one of New Zealand’s largest investment consulting and financial research firms. He has consulted and offered research to a range of industry stakeholders including fund managers, private bankers, financial planners, trustees, professional services firms as well as policy makers and the Reserve Bank of New Zealand. He has held roles overseas in the technology and corporate finance sectors. Prior to completing the Implementing Corporate Strategy course at the Wharton business school of the University of Pennsylvania, he gained a Masters degree in Business Administration (MBA), a Bachelors’ degree in Technology (B.Tech) and qualified as a registered representative of the New Zealand Futures and Options Exchange.
He was formerly the Managing Director & CEO of ASX listed investment company, Australasian Wealth Investments Limited; and prior to that the Managing Director of UBS Global Asset Management in Australia. During his tenure at UBS, Ben was a non-executive director of the Financial Services Council, the peak industry body for the financial services industry, and co-chaired the FSC’s global markets board committee. Ben has over 22 years of financial services and investment experience, predominantly in Australia and the United States. Ben attended the University of NSW and he holds degrees in Science (Mathematics) and Commerce (Applied Finance).
Richard Dellabarca
Hon. Paul Goldsmith
CEO, NZ Venture Investment Fund
Minister of Commerce & Consumer Affairs
www.nzvif.co.nz
www.parliament.nz Born in Mt Eden and having attended Auckland Grammar School Paul lives with his wife and their four children in the Epsom electorate.
Richard Dellabarca returned to New Zealand in 2015 after 14 years offshore in a variety of CEO, CFO and director positions in private equity backed ventures, capital markets, financial services and technology related opportunities. Prior to this, Richard was an investment banker, working in both New Zealand and Australia in Mergers and Acquisitions and Equity Capital Markets. Richard has an MBA from Cambridge University and is qualified as a barrister and solicitor, and chartered accountant. Richard is currently Chief Executive Officer of the New Zealand Venture Investment Fund, and a Board member for the New Zealand Rugby Union, New Zealand Post, the NZX listed Wynyard Group, Kea New Zealand and Solvency II Solutions, an insurance software business based in the United Kingdom.
First elected off the National Party list in 2011, Paul served as the Chair of the Parliamentary Finance and Expenditure Select Committee. Following the 2014 General Election he was appointed Minister of Commerce and Consumer Affairs and Associate Minister for ACC. Before entering Parliament, Paul created his own business as a historian and biographer focusing on New Zealand’s history and economic development. His last books were biographies of Alan Gibbs (Serious Fun) and Sir William Gallagher (Legend). Between 2007 and 2010 he served as an Auckland City Councillor. Paul is an enthusiastic pianist and has a broad interest in the arts; he is a 2nd dan black belt in Tae Kwon Do and plays on the right wing for the Parliamentary Rugby team.
Ramesh Naran
Phil Pietersen
Senior Product Manager, Kiwi Wealth
CEO, ClearPoint
www.kiwiwealth.co.nz
www.clearpoint.co.nz Phil is an acknowledged business leader, with 20+ years experience combining software development with business strategy. Phil helps clients leverage the latest technology and software implementation practices to create significant impact in their industry. His drive for excellence and ability to create enduring relationships has seen ClearPoint work with top companies in New Zealand, Australia, UK and the US.
Ramesh has 13 years experience in the wealth management industry, with roles in product development and digital innovation in Australia’s superannuation industry at BT Financial Group and ANZ Wealth, and more recently in KiwiSaver in his current role at Kiwi Wealth.
As a natural leader, Phil has steered ClearPoint’s drive into the Investment Management sector using his deep knowledge of software development and systems architecture. His wide-ranging technical background comes from key roles in IT management consulting, system design, enterprise data management and programme management. Recognised in 2014 as an Ernst & Young Entrepreneur of the Year finalist, Phil has guided ClearPoint during rapid growth while maintaining exceptional outcomes for forward-thinking companies.
Neil Roberts
Michael Aaron
Co-founder, Harmoney
Blockchain Leader, IBM
www.harmoney.co.nz
www.ibm.com
Neil Roberts is the Founder and Joint CEO of Harmoney, Australasia’s largest peer-to-peer (P2P) lending platform and the first company to receive a P2P lending license in New Zealand. In only two years Harmoney has facilitated $300 million in lending via its marketplace. Educated in Wales, Neil is a financial services business leader with an impressive record of growing businesses.
Michael Aaron has spent over 35 years in Financial Services for IBM, in a variety of Banking Industry positions, with a continuous focus on payments, from cheque processing in the early ‘80’s to EFTPOS in the mid ‘80s, high value in the ‘90s, mobile in ‘00s and real-time retail payments in the ‘10s.
He launched Pacific Retail Finance Direct in 2001, achieving $100 million in profit over five years. Ultimately heading the business as GM, Neil was responsible for over 400 staff and a balance sheet of $750m in assets. He then joined financial solutions business FlexiGroup, as Head of Sales and Business Development. In the role he led a team of more than 80 with $30m profit and $200 million sales responsibility, driving development and delivering double-digit revenue growth. Neil has a passion for digital disruption and the use of tech to drive frictionless customer experience. In creating Harmoney, he brought back together a core team of people that had been led by him before. He is regarded as an industry leader for peer-to-peer in Australasia.
Michael was the Financial Service Industry manager in Australia and the Banking Executive for IBM’s Growth Markets unit. In those roles, he worked with all the major Australian and New Zealand banks as well as central and commercial banks in Asia and Latin America on a variety of projects, including payments, delivery systems, risk management, Central Bank supervision and national payment system design. In his previous roles, Michael has worked with central banks on RTGS payment systems and government securities market infrastructure design. He has also consulted on the design, business model and capabilities of 3 national payments entities in Asia. Michael also assisted in the establishment of the Australian Payments Clearing Association (APCA) Advisory Councils for cheque, direct entry and ATM/ EFTPOS. He was also the first and last chair of the CECS Advisory Council.
Garth Stanish
Will Mahon-Heap
Director Capital Markets, Financial Markets Authority
Co-Founder, Equitise
www.fma.govt.nz
Will is the Co-Founder and New Zealand Manager of Equitise, the Trans-Tasman equity ‘crowd-funding’ platform. Equitise has facilitated over $9m NZD of funding in the last 18 months.
Garth leads the Capital Markets function at the Financial Markets Authority, providing an end-to-end contact point for Capital Markets participants and issuers. This incorporates primary and secondary markets, continuous disclosure, oversight of the market infrastructure such as NZX, NXT, intermediary platforms and clearing providers and also oversight of auditors. Prior to joining the FMA, Garth had extensive dispute resolution experience at Simpson Grierson and Crown Law, representing the Crown to Privy Council level. He was then the head of issuer regulation and an Acting Head of Regulation at NZX.
www.equitise.co.nz
Will is an ex-corporate lawyer specialising in securities, M&A, and digital privacy. He is passionate about ‘crowdfunding’ and has followed it before its regulatory inception. Will is an alternative finance follower, big data reader and internet-of-things watcher.
Lincoln Watson
Ben Lynch
Chief Operating Officer, Kowhiri
Founder, Jude
www.kowhiri.co.nz
www.jude.io
Lincoln has 14 years experience in senior roles at wealth management, trustee and technology organisations.
Before founding Jude, Ben worked for some of New Zealand’s premier technology companies, Xero & EROAD.
Lincoln was also shareholder and managing director of a software development business, which grew significantly and was later acquired. Lincoln who initially joined Guardian Trust in 2012 is now managing Kowhiri.
He’s passionate about leveraging and consuming cloud platforms and services to deliver a re-imagined banking experience to businesses and consumers via natural language and messaging.
Kowhiri is a specialist provider of digital services for the estate planning industry, has a vision to become the global leader in software for the industry. A big leap toward its vision was taken with the acquisition of Documents Plus Ltd whose software is writes 650,000 wills globally per year.
Graeme Muller Chief Executive Officer, NZ Tech www.nztech.org.nz Graeme Muller is passionate about the impact that technology can make to the economy. He has a background in technology & business research, management consultancy and marketing across multiple sectors and geographies.
Mary-Jane Goddard Watson Analytics Technical Lead, IBM
[email protected]
Prior to leading NZTech Graeme was the managing partner of Ecosystm, a New Zealand focused tech industry market analyst firm that worked to bring together the buyers and sellers of technology in engaging forums. Before returning to New Zealand to run Ecosystm, Graeme was based in Amsterdam and held the role of Managing Director of Europe, Middle East and Africa for IDC Insights, a global tech sector research and advisory firm. Graeme spent a decade working in senior international management roles for IDC including Country Manager for New Zealand.
Dave Macken Product Owner, Kowhiri
[email protected]
Prior to IDC Graeme has worked for a tech subsidiary of Lion Nathan and in the pharmaceutical sector.
Corey Marsland Founder & COO, TrustUs
[email protected]
Alan Rafe
Greg Elisara
CEO, Quality Product Research
Head of Product Design, Harmoney
[email protected]
[email protected]
Ramesh Naran
Will Mahon-Heap
Snr. Product Manager, Kiwi Wealth
Co-founder, Equitise
[email protected]
[email protected]
Michelle Poulton
Ben Lynch
Chief Product Officer, AlphaCert
Founder, Jude
[email protected]
[email protected]
Binu Paul
Thank You For Your Attendance
Founder, SavvyKiwi
[email protected]
SAVE THE DATE FINNOTECH 2017 CONFERENCE 02-03 NOV 2017 AUCKLAND
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www.savvykiwi.co.nz
[email protected] Ph: +64 21 808 856
