Branch Events
Summary
See below for Meeting and Education details...
Branch Meetings - 2017
Nov - Wednesday 15th
Moa Brewing Co. (MOA) - Geoff Ross - Chief Executive
7.30 pm start (tea and coffee from 7pm)
(please note there will be the usual $5 cover charge)
Hobson Room, Level 4
Alexandra Park Functions Centre, Greenlane
Please also note this is our annual Xmas functionand we welcome you to stay after the meeting for a complimentary drink
Company Visits - 2017
This visit has now been arranged for November (including a site visit to their Top Top ice-cream plant in Auckland).
Please contact Fiona Gray to book your attendance at grayfion@gmail.com
Kind regards
Fiona
The NZSA company visit programme is kindly sponsored by INFOSCAN
Past Visits
2017 : Z Energy (Biodiesel plant) // Fletcher Building // Cavalier Bremworth // Milford Asset Mgmt // JB Were
2016 : Airwork // MetroPerformance Glass // Comvita // Ryman Healthcare
2015 : Fisher & Paykel Healthcare // Auckland International Airport // Mighty River Power // Spark
2014 : Sanford // Metlifecare // Fontera // Chorus //
2013 : Mainfreight // Link Market Services // F&P Healthcare // The Warehouse // Mighty River Power
2012 : Methven // Turners Auctions // Hallenstein Glasson // Sky TV // Cavalier Bremworth
2011 : Sealegs // Fletcher Building // AMP NZ Office Trust // AKL International Airport // APN/NZ Herald // Vector
Past Speakers
| Trilogy - Angela Buglass (Chief Executive Officer) | Dean Anderson - Smart Shares / ETF's |
| Tourism Holdings - Grant Webster (CEO) | Turners Ltd - Todd Hunter (CEO) |
| Craigs Investment Ptnrs Mark Lister (Head of Private Wealth Research) | AWF Maddison Smon Bennett (Chief Executive) |
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JB Were : "2017 Outlook" Ricky Ward (NZ Equity Manager); Bernard Doyle (Strategist)
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Gentrak Ian Black (Chief Executive Officer)
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Devon Funds; Paul Glass ( Executive Chairman) & Slade Robertson (Senior Portfolio Manager)
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Evolve Education, Alan Wham CEO
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Liz Stamford, Inst of Chartered Accountants - New Audit Reports
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Steel & Tube, Janie Elrick, CFO
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Z Energy : Mike Bennetts CEO
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PushPay : Chris Heslip CEO
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Genesis Energy : Alvert Brantley, CEO
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Airworks: Chris Hart CEO
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Vector : Simon McKenzie CEO
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Chorus : Mark Ratcliffe CEO
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NZX : Fraser Wyeth NZ Compliance Mgr
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Snowball Effect : Josh Daniel
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Argosy Property : Peter Mence CEO
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Freightways : Dean Bracewell CEO
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ikeGPS : Glenn Milnes CEO
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Synlait Milk Ltd : Dr John Penno, MD
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Intueri Education Gp Ltd : Rob Facer, CEO
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Pacific Edge : David Darling, CEO
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ANZ Bank (NZ) : David Hisco, CEO
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Heartland NZ Ltd : Jeffrey Greenslade, MD
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Sky Network TV Ltd: John Fellett, CEO
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Genesis Energy
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Sanford : Eric Barrett, CEO
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The Warehouse : Mark Powell, CEO
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Chris Lee & Partners : Chris Lee
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Milford Asset Management : Brian Gaynor
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Fonterra, Jonathan Mason, CFO
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Air NZ : Christopher Luxon, CEO
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Contact Energy : Dennis Barnes, CEO
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Telecom : Simon Mouter, CEO
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Xero : Rod Drury, CEO
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Mainfreight, Don Braid CEO
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Guiness Peat Group
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Skycity Entertainment Ltd Nigel Morrison CEO
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NZIER, Shamubeel Eaqub Chief Economist
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Education :
INVESTMENT OPTIONS AND STARTING IN THE SHAREMARKET
Tutor: John Hawkins. NZSA Chairman. Experienced businessman and investor.
2018 DATES:
February 27 (3 weekly sessions)
June 12 (3 weekly sessions)
August 7 (3 weekly sessions)
October 29 (3 weekly sessions)
Time: 7pm - 9pm (3 sessions).
Cost: $69. (Course book extra $20 direct to tutor on first night.)
• This course offers an overview of a range of options available to retail investors.
• The emphasis is on shares, bonds and managed funds, but also covers, property, commodities etc.
• This course will give you the basic tools and information required to get started. It includes simple strategies to build an investment portfolio including a range of common ratios used in assessing performance.
• It includes ways to assess and mitigate risk, asset allocation, typical fee structures, ways to track investments common scams and much, much more.
• The course assumes no prior investment knowledge, but is also suited for those wishing to broaden their knowledge of the available options or as a refresher.
• A comprehensive 70+ page workbook is supplied. Yours to keep.
An independent educational and informational course presented by the NZ Shareholders Association. No sales pitches, just good advice.
COURSE VENUES:
Auckland
Venue: Mount Roskill Grammar Community Education Night Classes
Address: Frost Road, Auckland 1041
Details: https://mrgscomed.arlo.co/courses/109-investment-options-and-starting-in-the-sharemarket
Email: Rachel.ford@mrgs.school.nz
You must register DIRECTLY with the Community Education Programme. Do not send registrations or money to NZSA
Forward Meetng Schedule for 2018
Committee Branch
to be updated
NZX, Head of Markets - Mark Peterson. Introduction to NXT
Edison Investment Research, Director (NZ) - Simon Wilson. Overview of the NXT research coverage programme and brief summary of the listed companies
Oceania Natural Limited, Chief Executive and Chairman - Walker Zhong.
CM Partners (NXT Advisor), Principal - Tim Preston. Background on the businesses and listing processes for G3 Group and Marlborough Wine Estates Group, as well as general observations about the NXT market