Date

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Back by popular demand we are re-run a new and improved investment education course.   This course is ideal for you if you are wanting to refresh and update your investment knowledge. The course is especially ideal for people new to share investment and wanting to understand how to get started.

Venue:  NZX Building, 1^st Floor, 11 Cable St, Wellington. 
Registrations:   to open shortly.     
Timing: 10am and finishing at 3pm with a one hour break for lunch.
Facilitators: Martin Dowse and Phil Kelliher (Wellington Branch Committee Members) who bring a wealth of experience and specialist knowledge in share investment…and will be making this a fun, interactive and involving workshop style course.

Our guest speaker for May is Ashley Gardyne, Portfolio Manager of Marlin Global an NZX listed fund of Fisher Funds.   Ashley is responsible for managing the international equity portfolios and joined the team in May 2013. Prior to joining Fisher Funds Ashley spent 10 years advising infrastructure and private equity funds on acquisitions and divestments. Ashley started his career with ABN AMRO in New Zealand before moving to the UK where he held a number of investment banking roles, including responsibility for the corporate finance group at RBS in London. 
Hear from Ashley about the countries and sectors this fund holds and what he sees as the strengths within this portfolio (which includes the likes of Alibaba, Alphabet, Amazon, Dollar Tree, Facebook, PayPal, Tencent amongst others).   

Our guest speaker for June is Mark Lister, Head of Private Wealth Research at Craigs Investment Partners. Mark and his team are responsible for all of the asset allocation, strategy and portfolio recommendation decisions for Craigs clients. Mark concentrates on economic analysis and investment strategy, has a team of analysts for investment strategy, and a team of analysts who concentrate on specific market sectors or regions. In his spare time Mark enjoys muscle cars and V8s, taking his children to the skate park and listening to music especially Metallica.

Before joining Craigs, Mark worked in the electricity sector for a number of years holding various analytical roles. He holds a bachelor of Management Studies from the University of Waikato with a major in Finance. Mark has a prolific presence in the business media, is a regular newspaper columnist and frequently travels the country speaking to a range of business groups and engaging with the Craigs network of offices.

Expect a lively look at the New Zealand investment environment from the expert commentator!