Webinar: Māori engagement in the financial services industry

What does engaging with the Māori community look like for the financial services sector? What should the sector be learning and doing differently?

During our webinar on Māori engagement in the financial services industry, our panel of experts shared their experiences and achievements to discuss:

• How engaging with Māori communities may differ from engaging with other groups.
• Recommended strategies for financial service providers to enhance their capacity and engagement, aiming for better outcomes with Māori communities.

Watch the replay:

Speakers: 

Sam Kellar (Facilitator)
General Manager, Whai Rawa

Sam is the General Manager of Whai Rawa, which is the Ngāi Tahu investment scheme. He is of Ngāi Tahu descent (Te Rūnanga o Moeraki, Te Rūnanga o Taumutu) and he is very passionate about encouraging and assisting saving and financial education amongst Ngāi Tahu Whānui. He brings a pragmatic and solution focused approach, and he leans on his broad financial services experience, where his focus has been on wealth management.

Prior to joining Whai Rawa, he has worked for more than 15 years across financial services and professional services organisations, where he has held roles in product management, project management and governance, risk and compliance.

Precious Clark
CEO, Maurea

Precious is the Pou Tāhu Rangapū, Chief Executive and leads Maurea to fulfil our vision to see Māori culture drive Aotearoa forward.

After graduating from Auckland University with a conjoint degree in Law and Arts, Precious worked in public policy, intellectual property and then primary industries before venturing to London where she worked as a Legal Policy Officer for the Security Industry Authority.

She returned to Aotearoa in 2011, working as a consultant in strategy development. This work inspired her to establish Maurea in 2012; and in 2016 she created Te Kaa – our highly acclaimed training programme that ignites your Māori cultural competency.

Precious has considerable governance experience and is currently on the board of Ngāti Whātua Ōrākei Trust, the Chair of Te Taumata-a-Iwi and Chair of Te Tira Kautū. Her past governance roles include Whai Rawa Ltd ($1.5b investment company), Foundation North, Auckland Regional Amenities Funding Board, Centre for Social Impact and the Independent Māori Statutory Board.

Precious is of Ngāti Whātua ki Tāmaki, Te Uri o Hau, Waikato, Ngāti Hē, Ngāti Pāoa and Pākehā descent. She has two tamariki, loves being connected to nature and is passionate about wāhine leadership.

Fonteyn Moses-Te Kani 
Poutiaki - Director Māori Strategy and Indigenous Inclusion, Westpac

Fonteyn Moses-Te Kani (Ngati Porou, Ngati Maniapoto, Ngai Tahu, Tuhoe) is Poutiaki – Director, Māori strategy and indigenous inclusion at Westpac New Zealand.

She is a Director on Te Waiu O Aotearoa Trust, and Tui Trust, a board member of Ringa Hora Workforce Development Council and Toitū Tahua – centre of sustainable finance and a member of Tāwhia – the Māori Bankers Rōpū.

She has over 30 years’ experience working with Iwi and Māori businesses, Maori land collectives and community development.

Chris Douglas
Principal, MyFiduciary

Chris is a Principal and co-owner at MyFiduciary. In his role he works closely across all MyFiduciary clients and serves the Investment Committees for a range of independent financial advisers, iwi, and charitable entities.

Chris has over 22 years investment experience working in Auckland, London, Sydney and Chicago, including 12 years at Morningstar, much of it as head of research for Australia/New Zealand.  Prior to joining MyFiduciary he was Director of Manager Research for the Asia-Pacific region at Morningstar. In this role Chris led Morningstar’s fund review processes, managed the research teams, and chaired the Investment Committees for Australia, New Zealand and India.  He also worked in Chicago from 2014 – 16 and led a team of around 50 analysts across six countries who collected Morningstar’s managed investment data.  Chris has deep funds management knowledge and worked within funds management firms AllianceBernstein and F&C Asset Management in London.

Chris is passionate about the advice industry after starting out his career in 1999 at New Zealand Financial Planning.  Chris holds a Bachelor of Commerce Degree from Lincoln University (New Zealand) and the AIFA® designation.