Listen to a discussion between Penny Sheerin and Michael Negline on why New Zealand is an increasingly attractive but distinct fund destination for offshore managers - highlighting the need to carefully consider the appropriate licensing, legal structures and distribution strategies for accessing wholesale and/or retail/KiwiSaver investors.

Welcome to Line of Sight, Clearway Capital Solutions’ podcast series, where we talk to service providers, stakeholders and industry bodies that can assist fund managers and general partners in building their businesses in Australia and New Zealand.

Clearway Capital Solutions is an independent and privately owned company, providing business development, placement and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants.

In this episode we are joined by Penny Sheerin from Chapman Tripp. Chapman Tripp is one of New Zealand’s leading commercial law firms, advising major domestic and international clients on complex corporate, finance, and regulatory matters. The firm has a market-leading investment funds and superannuation practice, advising fund managers on structuring investment products, establishing fund vehicles such as PIEs and ETFs, and navigating New Zealand’s evolving financial markets regulatory framework.

The podcast is approximately 22 minutes in length and covers the following:

1. Introduction & Chapman Tripp Background [00:00 – 01:42]
2. New Zealand Market Overview [01:42 – 06:06]
3. Investment Trends [06:06 – 09:13]
4. Importance of PIE structures in New Zealand [09:13 – 10:42]
5. Market Entry – Wholesale vs Retail [10:42 – 12:51]
6. Fund Structures [12:51 – 15:44]
7. Governance Differences (NZ vs Australia) [15:44 – 17:49]
8. ESG in New Zealand [17:49 – 20:12]
9. Market Entry Strategy [20:12 – 21:34]
10. Final Takeaway [21:34 – 22:20]

About Clearway Capital Solutions

Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development, placement and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants.

For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au

For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au