Russell Investments New Zealand
INVESTMENT FORUM 2020

The way forward – Investment strategy in a changed world

The impact on financial markets has been immense.

Whole industries that little more than a few months ago were seen as essential are now in a race for survival. What sort of recovery will we have? Are there reasons for optimism? And what should we be focussing on as we look to build more resilient portfolios? Finally, have the last several months taught us anything about investing for the long term? The way forward – Investment strategy in a changed world will cover a range of topics that help investors address those fundamental questions.

We bring to you the most timely, up to date information on how we are navigating today’s market environment.

Session videos

Our sessions addressed the challenges you're currently facing in today's markets.

Read our speaker bios

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  • Thursday | June 25

    RECORDED AT
    4:30 P.M.
     

    GLOBAL MARKET OUTLOOK Q3 2020

    ANDREW PEASE, GLOBAL HEAD OF INVESTMENT STRATEGY
    ERIK RISTUBEN, CHIEF INVESTMENT STRATEGIST
    ALEX COUSLEY, SENIOR INVESTMENT STRATEGIST, ASIA PACIFIC

  • Tuesday | June 16

    9:00 A.M. – 10:00 A.M.
     

    WHERE TO NOW? OPPORTUNITIES FOR LONG-TERM INVESTORS

    ANDREW PEASE, GLOBAL HEAD OF INVESTMENT STRATEGY

    ERIK RISTUBEN, CHIEF INVESTMENT STRATEGIST

    ALISTER VAN DER MAAS, MANAGING DIRECTOR, RUSSELL INVESTMENTS

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  • Wednesday | June 17

    RECORDED AT
    9:00 A.M. – 10:00 A.M.
     

    STATE OF THE NATION – PAVING THE PATH TO RECOVERY

    DR OLIVER HARTWICH, EXECUTIVE DIRECTOR, THE NEW ZEALAND INITIATIVE

    JULIAN DARBY, SENIOR CONSULTANT

  • Thursday | June 18

    RECORDED AT
    9:00 A.M. – 9:45 A.M.

    RECORDED AT
    2:00 P.M. - 3:00 P.M.
     

    BUILDING A DIVERSIFIED PORTFOLIO OF ALTERNATIVES – PERSPECTIVES FOR NZ INVESTORS

    VIC LEVERETT, HEAD OF ALTERNATIVE INVESTMENTS, RUSSELL INVESTMENTS

    MATTHEW ARNOLD, DIRECTOR, INSTITUTIONAL, NZ

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    THE PRACTITIONERS’ PERSPECTIVE – INFRASTRUCTURE AND PRIVATE EQUITY TODAY

    TIM BROWN, HEAD OF CAPITAL MARKETS, REGULATION AND GOVERNANCE, MORRISON & CO. AND CHAIRMAN OF WELLINGTON INTERNATIONAL AIRPORT

    NIGEL BINGHAM, MANAGING PARTNER, PENCARROW PRIVATE EQUITY

    MATTHEW ARNOLD, DIRECTOR, INSTITUTIONAL, NZ

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  • Tuesday | June 23

     

    ACTIVE MANAGEMENT IS ALIVE, BUT IS IT WELL?

    DR LEOLA ROSS, RESEARCH & DEVELOPMENT, INVESTMENT STRATEGY RESEARCH, RUSSELL INVESTMENTS

    GUY FISHER, SENIOR CONSULTANT

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    OPPORTUNITIES FOR ALPHA IN THE NEW ZEALAND EQUITY MARKET

    ANDREW BASCAND, MANAGING DIRECTOR, HARBOUR ASSET MANAGEMENT

    MARK BROWN, CHIEF INVESTMENT OFFICER, DEVON FUNDS MANAGEMENT

    JANE WILLIAMS, SENIOR RESEARCH ANALYST, EQUITIES, RUSSELL INVESTMENTS

  • Wednesday | June 24

    RECORDED AT
    9:00 A.M. - 9:45 A.M.
     

    $100 TRILLION AND COUNTING… IMPLICATIONS AND OPPORTUNITIES FOR INVESTORS IN A ‘QE INFINITY’ WORLD

    PAUL EITELMAN, SENIOR INVESTMENT STRATEGIST, RUSSELL INVESTMENTS

    MATTHEW ARNOLD, DIRECTOR, INSTITUTIONAL, NZ

    Download presentation

  • Thursday | June 25

    RECORDED AT
    9:00 A.M. - 9:45 A.M.
     

    CONCLUSION: BUILDING BETTER PORTFOLIOS – INSIGHTS AND ADVICE FROM THE US

    KEVIN TURNER, HEAD OF INVESTMENT STRATEGY & SOLUTIONS, US INSTITUTIONAL, RUSSELL INVESTMENTS

    ALISTER VAN DER MAAS, MANAGING DIRECTOR, RUSSELL INVESTMENTS

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  • Recent webinar
     

    FIXED INCOME MARKET INSIGHTS

    KEN LEECH, CIO, WESTERN ASSET MANAGEMENT SHARED HIS PERSPECTIVES ON THE FIXED INCOME MARKETS

    HOWARD MARKS, DIRECTOR AND CO-CHAIRMAN, OAKTREE CAPITAL DISCUSSES THE RISKS AND OPPORTUNITIES IN PUBLIC / PRIVATE CREDIT.

    Access webinar recordings

 

Our speakers

Those who joined connected virtually with this select group of asset managers and Russell Investments' experts about the roller coaster that is today's markets.


Bryan Weeks, Head of Americas Institutional

Dr Oliver Hartwich

Executive Director, The New Zealand Initiative

Dr Oliver Hartwich is the Executive Director of The New Zealand Initiative, an independent public policy think tank supported by chief executives of major New Zealand businesses.

Pete Gunning, Global Chief Investment Officer

Pete Gunning, CFA

Global Chief Investment Officer, Russell Investments

Pete is responsible for all aspects of Russell Investments’ investment division worldwide including asset management, implementation and research. He also is responsible for strategic oversight of Russell Investments’ business in the Asia-Pacific region including Japan, Korea, China, Taiwan, Australia and New Zealand. He is a member of the firm’s Executive Committee and has been with the firm since 1996.

Barry Dargan, Portfolio Manager and CEO, Intermede Investment Partners

Andrew Pease

Global Head of Investment Strategy

Andrew Pease is the global head of investment strategy for Russell Investments. He is responsible for the cycle, value and sentiment asset allocation framework that guides the tactical positioning of Russell’s actively managed funds. Andrew oversees Russell’s global team of investment strategists in Seattle, London, New York and Sydney. He is based in London and joined Russell in 2006

Victor Leverett CFA

Managing Director, Alternative Investments

Victor Leverett is the managing director of alternative investments for Russell Investments. Victor manages Russell Investments hedge fund, listed real asset, and private market teams to ensure the investment integrity of research and portfolio solutions.

Erik Ristuben, Chief Investment Strategist, Russell Investments

Erik Ristuben

Chief Investment Strategist, Russell Investments

Erik Ristuben is the global chief investment strategist for Russell Investments. His team’s responsibilities include the creation and management of integrated client investment strategies for the firm’s institutional and retail clients globally, as well as the creation of global economic and market outlooks.

Megan Roach, Senior Portfolio Manager, Russell Investments

Leola Ross, PH.D, CFA

Director, Research & Development, Investment Strategy Research

Leola Ross is a director, investment strategy research for Russell Investments. Leola joined the investment division in 1998 and is currently part of the investment strategy research team focusing on Russell Investments’ research process and publications, multiasset solutions and alternative investments.

Michelle Seitz, Chairman & Chief Executive Officer

Paul Eitelman, CFA

Senior Investment Strategist

Paul Eitelman joined Russell Investments in March 2015 as an investment strategist. His research and views help guide the firm’s multi-asset portfolios and services for institutional and retail investors. Previously, Eitelman served as Vice President and Senior Economist at J.P. Morgan Private Bank in New York.

Kevin Turner, CFA

Head of Investment Strategy & Solutions, US Institutional

Kevin Turner leads the Investment Strategy & Solutions team for Russell Investments. This team is a consolidation of the asset allocation and liability management functions across the organization, and is focused on enhancing Russell Investments’ multiasset proposition through a clear understanding of client needs and a consistent process to design investment solutions to achieve desired outcomes.

Jon Eggins, Senior Portfolio Manager, Russell Investments

Tim Brown

Head of Capital Markets, Regulation and Governance, Morrison & Co

Tim is based in Wellington where he overseas Morrison & Co’s debt capital markets activities and is closely involved with the group’s activities which touch on economic and government regulation.

Rachel Carroll, Managing Director, Consulting, Russell Investments

Nigel Bingham

Managing Partner, Pencarrow Private Equity

Nigel is a Managing Partner of Pencarrow and has more than 25 years’ experience in private equity, mergers & acquisitions and corporate finance. Prior to joining Pencarrow in 2005, Nigel was a partner with investment bank, Cameron Partners, and earlier an executive at Fay, Richwhite.

Bruce Clarke, Managing Director, Institutional Investment Solutions, Russell Investments

Jane Williams

Senior Research Analyst, Investment Division

Jane is a senior research analyst based in our Sydney office, responsible for research of Australian and New Zealand Equities managers. This requires identifying the managers who are likely to consistently outperform their peers over time.

Bruce Clarke, Managing Director, Institutional Investment Solutions, Russell Investments

Andrew Bascand

Managing Director, Harbour Asset Management

Andrew is Managing Director at Harbour Asset Management and has responsibility for all Australasian equity portfolios. Prior to joining Harbour Asset Management, Andrew spent 10 years with AllianceBernstein (NZ) as Senior Vice President and Portfolio Manager responsible for portfolio construction of all Australasian mandates.

Bruce Clarke, Managing Director, Institutional Investment Solutions, Russell Investments

Mark Brown, CFA

Chief Investment Officer, Devon Funds Management

With over 20 years of investment experience, Mark is responsible for Devon’s New Zealand-only equity funds as well as assisting with management of their Australasian portfolios. He is also responsible for overseeing the research and investment process at Devon.

Bruce Clarke, Managing Director, Institutional Investment Solutions, Russell Investments

Alister Van Der Maas, CFA

Managing Director, NZ

As the Managing Director for Russell Investments New Zealand, Alister focuses on the management and strategy of the New Zealand business. Alister joined Russell Investments in 2006 as Consultant, then becoming Head of Consulting in 2008.

Bruce Clarke, Managing Director, Institutional Investment Solutions, Russell Investments

Matthew Arnold, CFA, CAIA

Director, Institutional, NZ

Matt is responsible for leading the institutional team at Russell Investments in New Zealand. The team delivers a range of services that assist investors in meeting their goals including asset and implemented consulting, global multi-asset investing and implementation services such as transition management and overlays.

Bruce Clarke, Managing Director, Institutional Investment Solutions, Russell Investments

Guy Fisher

Senior Consultant

Guy has been providing investment advice to institutional and retail clients in New Zealand and overseas for more than 25 years. He joined Russell Investments as a Senior Consultant in 2018, focusing on the non-profit and philanthropic sectors.

Bruce Clarke, Managing Director, Institutional Investment Solutions, Russell Investments

Julian Darby

Senior Consultant

As a Senior Consultant on the New Zealand Consulting team, Julian is responsible for providing investment consulting advice to advisory clients in New Zealand,including Community Trusts and corporate superannuation schemes.

Do you have questions?

Contact your Russell Investments Relationship Manager.

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