Branch Events

Date

Speaker                                      

Share Investing Quiz Night - informal social evening
As an alternative to having a Christmas function, we are starting the year with an informal get together.  And what better way to do this than doing this over refreshments!  Plus hear all about WOW from Fifi Colston.
This will be great for both seasoned investors and those completely new to investing...and as you will get split up into teams you will get to know each other a bit more over the evening!  Plus we will have a few random general knowledge type questions thrown in to keep you all on your toes!

Our guest speaker for March is Robbie Urquhart, Barramundi Fund Portfolio Manager.  Robbie has worked as a portfolio manager and analyst since 2001 in both New Zealand and London where he held various roles with Trafalgar Copley, Copenhagen Capital and FNZC. He holds a Master of Business Studies in Finance (First Class Honours) from Massey University, and prior to this completed a BCom (cum laude) at Stellenbosch University in South Africa.
Sharesight shows Barramundi being up 19.4% over the last 12 months, providing a dividend yield of 9.6% and capital gain of 9.8%. They have also made headlines in the NZ Herald, (‘Barramundi gives BHP the flick’) where Robbie explained; the fund had "drawn a line in the sand" over BHP's continued production of thermal coal – burnt in power stations to generate electricity.  Hear Robbie outline his investment strategy for Barramundi, the Responsible Investing Policy they have in place and his expectation of continued earnings growth.  

Our guest speaker for April is Mark Malpass, CEO of Steel & Tube Holdings.  Mark first joined Steel & Tube as an Independent Director in March 2017, but has stood down from the Board after being appointed interim Chief Executive on 25 September 2017. Mark was permanently appointed as Chief Executive on 22 February 2018. Mark has had significant executive experience both in NZ and overseas. He worked with ExxonMobil Corporation for over 19 years and was Chief Executive of Fletcher Buildings largest division, Infrastructure Products, which included transforming their steel distribution businesses. 
STU posted a shock loss in early 2018 and has been under fire and fined for false claims about its steel mesh. Hear how Mark and his team have returned the company to the black and how Mark expects STU to be positioned for future business growth.