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BACKGROUNDER

The Project Team for the ISI Report on Retirement Savings

18 June 1998

Roger Gill Chief Executive, ISI

Prior to the merger of the LOA (Life Office Association) and the IFA (Investment Funds Association) Roger was Executive Director of the IFA. From 1991-93 he was Chief Executive of the National Party. From 1982-91 Roger was Executive Director of the NZ Stock Exchange. He holds Bachelor of Arts and Law degrees from Victoria University.

Ross McEwan Chairman, ISI

Ross has over 11 years of senior management experience in the financial services industry. He is currently Chief Executive New Zealand for National Mutual, heading up its risk, lending and funds management businesses following the recent restructuring which drew together National Mutual Financial Services, NMFM, and National Mutual Health. Prior to joining National Mutual he held positions with Unilever and Dunlop New Zealand.

Paul Fyfe Deputy Chairman, ISI

Paul is Managing Director of Armstrong Jones (NZ) Ltd. He has been involved in the investment management industry since 1968. Prior to joining Armstrong Jones Paul was General Manager of Silmanco Services (previously responsible for the investment management and administration of the SIL Mutual Fund).

Gareth Morgan Managing Director, Infometrics

Gareth heads Infometrics, a firm specialising in economic forecasting and analyses of the New Zealand and Australian financial, labour and product markets. He conducts more than 150 seminars a year to private and government executives and is frequently engaged as a keynote speaker to industry conferences. He holds a BA(Hons) in Econometrics, Development Economics, Macroeconomics and Monetary Economics, and a PhD in Economics from Victoria University.

Jonathan Eriksen Managing Director, Eriksen & Associates

Jonathan is an Actuary and Employee Benefit Consultant with 25 years experience in NZ. He specialises in superannuation and investment advice to Trustees and advises investment managers on product design

David Caygill Partner, law firm Buddle Findlay

Born and educated in Christchurch, David graduated with a BA and LLB(Hons) from the University of Canterbury. He represented his home district of St Albans for 18 years, including six years as a Minister of the Crown (1984-90). After leaving Parliament in 1996 David returned to his former profession as a lawyer. He is a partner in the national firm of Buddle Findlay.

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