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Events Diary

Financial Adviser Round Table with S&P DJI

11 March 2020

Join Kernel and S&P Dow Jones Indices for an adviser round-table with guest speaker, Tim Edwards - MD of Index Investment Strategy.

About this Event
Join Kernel and S&P DJI for an adviser round-table where Tim Edwards will discuss:

  • the benefits of indexed investing;
  • implementing indexed investment strategies into a portfolio;
  • provide insights into global trends and the latest S&P DJI research.

The session will run for approx 1 hour, with the chance for Q&A with Tim and the Kernel team at the end.

Morning / afternoon tea provided.

 

Tim's Bio:

Tim Edwards is Managing Director of Index Investment Strategy for S&P DJI. The group provides research and commentary on S&P DJI’s entire product set, including U.S. and global equities, commodities, fixed income, and economic indices.

Prior to joining S&P DJI in 2013, Tim worked for Barclays Capital, initially within fund-linked derivatives and then in exchange-traded products and index-linked derivatives. Prior to that, he worked at the Royal Institution of Great Britain.

Tim holds a Ph.D in pure mathematics from University College London.

 

CPD:

This event has been accredited by Financial Advice New Zealand and counts for 1 hour of CPD.

Event location
BNZ Partners Centre Level 4 111 Cashel Street Christchurch, Christchurch 8011
Event date/time
Two registration times available: 9:30am - 11am 2pm - 3:30pm
Event contact information

https://www.eventbrite.co.nz/e/kernel-presents-sp-dow-jones-indices-financial-adviser-round-table-chc-tickets-94073589639

Kernel contact:

Any queries on the event or questions for Tim you'd like to lodge in advance - get in touch.

   Download this event in iCalendar format (for Outlook, iCal, etc)

See all events during March 2020 »

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Lender Flt 1yr 2yr 3yr
AIA 4.55 3.19 3.19 3.49
AIA Special - 2.69 2.69 2.99
ANZ 4.44 3.15 3.25 ▼3.39
ANZ Special - ▼2.55 ▼2.69 ▼2.79
ASB Bank 4.45 3.19 3.19 3.49
ASB Bank Special - 2.69 2.69 2.99
Bluestone 4.44 4.44 4.44 4.44
BNZ - Classic - 2.65 2.69 2.99
BNZ - Mortgage One 5.15 - - -
BNZ - Rapid Repay 4.60 - - -
BNZ - Std, FlyBuys 4.55 3.25 3.29 3.59
Lender Flt 1yr 2yr 3yr
BNZ - TotalMoney 4.55 - - -
China Construction Bank 4.49 4.70 4.80 4.95
China Construction Bank Special - 2.65 2.65 2.80
Credit Union Auckland 5.45 - - -
Credit Union Baywide 5.65 4.75 4.75 -
Credit Union South 5.65 4.75 4.75 -
First Credit Union Special 5.85 3.35 3.85 -
Heartland 3.95 2.89 2.97 3.39
Heartland Bank - Online - - - -
Heretaunga Building Society 4.99 4.35 4.45 -
HSBC Premier 4.49 2.60 2.65 2.80
Lender Flt 1yr 2yr 3yr
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
ICBC 3.99 2.58 2.68 2.79
Kainga Ora 4.43 3.29 3.39 3.85
Kiwibank 3.40 3.40 3.54 4.00
Kiwibank - Capped - - - -
Kiwibank - Offset - - - -
Kiwibank Special 3.40 2.65 2.79 3.25
Liberty 5.69 - - -
Nelson Building Society 4.95 3.45 3.49 -
Pepper Essential 4.79 - - -
Lender Flt 1yr 2yr 3yr
Resimac 3.49 3.45 3.39 3.69
SBS Bank 4.54 3.29 3.19 3.49
SBS Bank Special - 2.79 2.69 2.99
The Co-operative Bank - Owner Occ 4.40 ▼2.69 ▼2.75 ▼2.99
The Co-operative Bank - Standard 4.40 ▼3.19 ▼3.25 ▼3.49
TSB Bank 5.34 ▼3.35 3.49 3.79
TSB Special 4.54 ▼2.55 2.69 2.99
Wairarapa Building Society 4.99 3.75 3.99 -
Westpac 4.59 4.15 4.09 4.49
Westpac - Offset 4.59 - - -
Westpac Special - ▼2.55 2.69 2.79
Median 4.55 3.19 3.22 3.39

Last updated: 10 July 2020 9:02am

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