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MAY ZOOM MEETING - Mon 18 MAY, 5.00pm
Guest speaker - Ashley Gardyne, Marlin Global

Ashley Gardyne, Portfolio Manager of Marlin Global and manager of international equity portfolios at Fisher Funds, is our speaker for our next Branch meeting!  This will be run as a ZOOM meeting so that you can attend from the safe social distance of your home! 
Ashley has stepped in at the last moment to cover for Asanthe Wijeyeratne, CEO and Founder of PaySauce who was to be
our guest speaker for Tues 12 May. (Asanthe is unable to attend being 'locked-down' in Sri Lanka where the internet quality is unreliable and not suitable for a large scale ZOOM video presentation.)    

Branch Meetings and Next Education Course

All upcoming meetings are being held via ZOOM video conference.  Meeting are held on the second Tuesday of most months from 7:30pm to 9:00pm. (Note: ZOOM meetings will run at an eariler time of 4:00pm to 5:30pm)

Once the risk of COVID-19 has past meetings will return to the Khandallah Town Hall at 11 Ganges Rd, Khandallah.  This is very close to the Box Hill railway station (on the Johnsonville line) and there are regular buses to the Khandallah village (no's 24 and 25).  Easy and accessible parking is available on the street at the venue.  For more information email wellington@nzshareholders.co.nz.

MEETING DATES, CONFIRMED SPEAKERS & EDUCATION COURSE FOR 2020

Date

Speaker                                      

Postponed
due
COVID-19 

(new dates
to be announced)
EDUCATION COURSES - Two identical courses i) Saturday & ii) Sunday date tbc 

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, 1st 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.


 


Mon 18 May 
5.00pm
Ashley Gardyne, Portfolio Manager of Marlin Global 

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).   


 


Tue  9 June
Mark Lister - Craigs Investment Partners

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! 



			
Tue 14 July
Speaker for this meeting TBC 
 

Tue 11 Aug

Speaker for this meeting TBC 
 

Tue 8 Sep

Speaker for this meeting TBC
 

Tue 13 Oct

Speaker for this meeting TBC 
 

Tue 10 Nov

Speaker for this meeting TBC 
 

Tue 8 Dec

Speaker for this meeting TBC