As leaders in Responsible Investment, we were excited to be part of the Mindful Money: Making Money a Force for Good seminar series recently.
Watch the replay below and hear from a panel of experts including our own Co-Founder and Executive Director, Sam Goldwater, on how Generate has started a trend amongst KiwiSaver providers by investing in social housing to help tackle the housing crisis.
New Zealand’s largest cities have some of the least affordable housing in the world. Over the past 20 years, home ownership rates have fallen across all age bands, but especially younger people. This seminar will look at the role of KiwiSaver funds and investment funds as a potential source of funding to build social housing.
The panel includes:
- Sam Goldwater, Lead Portfolio Manager and Executive Director of Generate KiwiSaver. Sam has over 24 years of financial markets experience, including fixed income sales and trading for the National Bank of New Zealand Treasury, co-manager of bonds at First NZ Capital (now Jarden), and experience in London.
- Hope Simonsen, National Housing manager at Emerge Aotearoa, which provides long term social housing and tenancy and property management services for transitional housing for whānau and individuals from Whangarei to Invercargill.
- James Palmer, Chief Executive and founder of Community Finance and Positive Capital. James was previously Chief Executive of Christian Savings, Aotearoa’s only charity that is also a licensed non-bank deposit taker, managing almost $250m.
- Shamubeel Eaqub is an economist, author, media commentator and a thought-leading public speaker. He has over a decade of experience as an economist in international banks and consultancies, and is on the boards of charities and commercial firms. He writes books on issues that matter to New Zealand and gives voice to the unheard.
Disclaimer: No part of this blog is intended as financial advice; it is intended as general information only. To see our Financial Advice Disclosure Statement, please see Generate FAP Disclosure Statement. For more information about the Generate KiwiSaver Scheme please refer to the Generate KiwiSaver Scheme Product Disclosure Statement. For more information about the Generate Focused Growth Trust please refer to the Generate Unit Trust Scheme Product Disclosure Statement or the fund updates. The issuer of both schemes is Generate Investment Management Limited and the Product Disclosure Statements are available at generatewealth.co.nz/pds. Past performance is not indicative of future performance.