Governance and Investment 2017
 
Course Facilitators
Julian Darby (Investment Level 1)
As a Senior Consultant for Russell Investments, Julian works with organisations like community trusts and corporate superannuation schemes to help them manage their investment programmes. He helps clients with a wide range of investment issues. This includes advice on investment governance and setting appropriate investment objectives, through to fund manager selection and monitoring.

Julian has written a number of research articles for Russell Investments on the NZ investment market. His most recent article was completed in December 2015 and looks at whether to hedge the NZ dollar.  Prior to joining Russell Investments in 2007, Julian lectured on corporate finance and investments at The University of Auckland Business School before spending time overseas. During his studies, Julian worked part-time in equity research at Credit Suisse First Boston and also as a research assistant at The University of Auckland.
 
Andrew Johnson (Investment Level 1)
Andrew ensures that Russell Investments’ asset consulting clients receive best-practice advice on the establishment, management and implementation of their investment programmes. He consults directly to a number of NZ clients including Crown financial institutions, community trusts and superannuation schemes.

Andrew has over 20 years fund management experience. He has held a number of relationship management roles with both Westpac Investment Management and ANZ Asset Management.

Most recently, Andrew was head of relationship management at AMP Capital Investors. In 2009, he joined Russell Investments as an asset consultant. Andrew holds the Chartered Financial Analyst designation and has a B.Sc in mathematics from Victoria University.
 
Greg McMaster (Investment Level 2)
Greg is part of AMP Capital's relationship management team based in Wellington and is responsible for managing relationships with clients, promoting and distributing AMP Capital’s suite of funds in the New Zealand market.

Greg has 14 years’ financial services experience. He  joined AMP Capital in 2012 and previously he was a Relationship Manager at FNZ Custodians, servicing one of the group’s largest New Zealand clients. From 2006 until 2010, Greg worked in London on the investment desks at Thornhill Investment Management and Cazenove Capita,l where he had was primary dealer for the investment managers and was responsible for maintaining broker relationships. Before moving to London, Greg worked on the Equities desk at Forsyth Barr in Auckland, and started his career working for First NZ Capital/Credit Suisse First Boston.
 
Graeme Nahkies - all Governance modules
Graeme is Co-Founder and Director of specialist boardroom effectiveness consultancy BoardWorks International. He’s also been a chief executive and board chair of a number of organisations. Formed in 1997 BoardWorks has worked with the boards in the private, public and not-for-profit sectors in NZ, Australia and North America. BoardWorks assists the governing boards to not only fulfil their fiduciary responsibilities but to achieve their collective potential for organisational leadership and to have an enjoyable and satisfying time while doing it! Graeme and his colleagues have also written extensively about boardroom performance issues—in Good Governance and on-line periodical Board Works.
 
Tony Paine
Tony is the CE of Philanthropy New Zealand. He has over 30 years’ experience in not-for-profit leadership and management working in the health, social service and cultural sectors in New Zealand. Tony’s career began as a psychiatric social worker and includes work with the NZ AIDS Foundation, the Christchurch Methodist Mission, and as CEO of the Comcare Trust, the Christchurch Arts Centre and Victim Support NZ. He was Secretary General (CEO) New Zealand Red Cross from 2013–16. Tony served on the Board of Housing New Zealand Corporation for five years and has a Masters in Management Studies from Waikato University.
 
Rebekah Swan (Investment Level 2)
Rebekah heads up the Distribution team and is responsible for setting AMP Capital's distribution strategy and managing the relationships with AMP Capital's clients. Her primary focus is on managing and enhancing those relationships, through providing a clear understanding of our investment funds and explaining the broader issues which impact client portfolios.

Rebekah has over 17 years’ financial services experience. She joined AMP Capital in 2002 and has been part of the relationship management team since 2004. Before joining AMP Capital, Rebekah spent five years overseas working in various accounting roles for Credit Suisse First Boston, Hong Kong Shanghai Banking Corporation and Rabobank International.
 
Ken Whitney - Community Trust Module

Ken was a practicing lawyer for over 30 years before retiring to set up a private trust and superannuation fund management company.

He has been a trustee of Foundation North for over seven years and recently retired as Chair after nearly six consecutive years in the role during which time a number of major strategic initiatives, including the Centre for Social Impact, were successfully introduced. Ken is also a trustee of the Chisholm Whitney Charitable Trust and Philanthropy New Zealand.

Ken has deep experience of both large and small philanthropic trusts and is interested in strategic philanthropy and, in particular, helping smaller trusts to access best practice in their strategies, policies and administration. Ken is a born-and-bred Aucklander who is keen to contribute to the growth and development of philanthropy in New Zealand at all levels.