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Branch Events

Next Speaker Evening Nov 20, 2019                 

Tim Brown – Infratil  
Kimbal Riley  Group CEO - Vista Group
 
Next Company visit Nov 27, 2019
Dec 5, 2019

 

 Goodman Property Trust - November 27

 Sanfords -  Date NOW confirmed as December 5

 (PLEASE NOTE : Visit numbers must be confirmed with our hosts before arrival
                 - please ensure you register your attendance
                       (and apology if unable to attend) with Fiona Gray)
Education    June 2018 ..    please note due to closure of Mount Roskill Grammer Community Education program; our Education program is currently on hold - we will update this page when furthur detail is known 

Next Cmte meeting      
 
 4 Nov 19  

See below for Meeting and Visit details...

 

Branch Meetings  - 2019

Nov - Wednesday 20
 Tim Brown – Infratil  
                                     (https://infratil.com/for-investors/)

Tim Brown specialises in financial structuring and has been responsible for the funding of both Infratil and a number of investee companies. Tim is Chairman of Wellington Airport.


 Kimbal Riley  Group CEO - Vista Group
                  (https://vistagroup.co.nz/investor-centre.aspx)

GROUP CEO, VISTA GROUP
BSc, Biochemistry (University of Otago)
Kimbal was appointed Group CEO in April 2018 following his July 2015 appointment to the role of Chief Executive of Vista Entertainment Solutions. Kimbal first joined Vista as Chief Operating Officer in November 2013. Formerly, he was COO of Orion Health, New Zealand’s largest software exporter and one of the world’s leading Health IT companies with operations on every continent and customers in over 50 countries. Kimbal was with Orion Health for seven years, during which period the company grew from 120 people to over 700, turnover increased from $20m to in excess of $100m, and offices were established in the USA, Canada, Australia, France, Spain, UK, Singapore, Japan, Dubai, and Thailand. Prior to his tenure at Orion Health Kimbal undertook senior sales and delivery roles in global software and services organisations including CSC, Compaq, EDS, and Nortel.

     7.30 pm start (tea and coffee from 7pm)
                  (please note there will be the usual $5 cover charge)
                Top of The Park,  Level 5
                  Alexandra Park Functions Centre, Greenlane


Company Visits - 2019

(PLEASE NOTE : Visit numbers must be confirmed with our hosts before arrival
      - please ensure you register your attendance
                  (and apology if unable to attend) with Fiona Gray)

                                                                                                 many thanks - Auckland Cmte

Goodman Property Trust - November 27 (details to be confirmed)
Sanfords - December 5


...Please register with Fiona to attend
grayfion@gmail.com (Note no 'a' at the end of 'fion')
Kind regards
Fiona

 

Past Visits

2019 : Spark // Warehouse Wiri North Island Distribution centre //
2018 : Fisher & Paykel Healthcare // Ryman Healthcare Ltd // Gentrack // NZME // Milford Asset Mgt
2017 : Z Energy (Biodiesel plant) // Fletcher Building // Cavalier Bremworth // Milford Asset Mgmt // JB Were // Fonterra

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

Devon Funds - Tama Willis - 'ASX Resources and Banks' Grant Straker Straker Translations - ASX listed
Everedge - Paul Adams CEO  
Metlifecare - Glen Sowry CEO Goodman Property Trust - James Spence - Director Investment Management
Milford Asset Management– NZ Stocks - Frances Sweetman Kathmandu - Xavier Simonet CEO
TIL Logistics Plexure
Ross Taylor (CEO) - Fletcher Building Mark Goddard (CEO) Hallenstein Glasson
 Earl Gasparich, CEO, Oceania Healthcare  Jon Macdonald, CEO, Trademe
Michael Boggs (CEO) - NZME
Ralph Highnam (CEO) - Volpara
Mark Lister - Craigs Investment Partners

Joan Withers - Mercury, Director / Chair
Bernard Doyle - JB Were
Greg Shanahan - TIN100 report   and 'Crowd Funding' 
Phil Gibson - Mercury; GM Hydro/Wholesale
 
Greencross Healthcare  (GXH) - Steve Browning - CFO Moa Brewing Co. (MOA) - Geoff Ross - CEO
Trilogy - Angela Buglass (Chief Executive Officer) Dean Anderson - Smart Shares / ETF's
Tourism Holdings - Grant Webster (CEO) Turners Ltd - Todd Hunter (CEO)
NZX, Mark Peterson - Head of Markets - Mark Peterson.  Introduction to NXT Edison Investment Research - Simon Wilson Director (NZ) Overview of NXT research
Oceania Natural Limited -Walker Zhong CEO and Chair  
Craigs Investment Ptnrs  Mark Lister (Head of Private Wealth Research) AWF Maddison Smon Bennett (Chief Executive)
JB Were : "2017 Outlook"    Ricky Ward (NZ Equity Manager); Bernard Doyle (Strategist)
 Gentrak  Ian Black (Chief Executive Officer)
Devon Funds; Paul Glass ( Executive Chairman) & Slade Robertson (Senior Portfolio Manager)
 Evolve Education, Alan Wham CEO
Liz Stamford, Inst of Chartered Accountants - New Audit Reports
 Steel & Tube, Janie Elrick, CFO
Z Energy : Mike Bennetts CEO
 PushPay : Chris Heslip CEO
Genesis Energy  : Alvert Brantley, CEO
 Airworks: Chris Hart CEO
Vector : Simon McKenzie CEO
 Chorus : Mark Ratcliffe CEO
NZX : Fraser Wyeth NZ Compliance Mgr
 Snowball Effect : Josh Daniel
Argosy Property : Peter Mence CEO
 Freightways : Dean Bracewell CEO
ikeGPS : Glenn Milnes CEO
 
Synlait Milk Ltd : Dr John Penno, MD
 Intueri Education Gp Ltd : Rob Facer, CEO
Pacific Edge : David Darling, CEO
 ANZ Bank (NZ) : David Hisco, CEO
Heartland NZ Ltd Jeffrey Greenslade, MD
 Sky Network TV Ltd: John Fellett, CEO 
Genesis Energy
 Sanford : Eric Barrett, CEO
The Warehouse : Mark Powell, CEO
 Chris Lee & Partners : Chris Lee
Milford Asset Management : Brian Gaynor
 Fonterra,  Jonathan Mason, CFO
Air NZ : Christopher Luxon, CEO
 Contact Energy : Dennis Barnes, CEO
Telecom : Simon Mouter, CEO
 Xero : Rod Drury, CEO
Mainfreight, Don Braid CEO
 
Guiness Peat Group
 Mr Mike Allen, Director
NZ Superfund
 Fiona MacKenzie, Head of Investments
Skycity Entertainment Ltd Nigel Morrison CEO
 NZIER, Shamubeel Eaqub Chief Economist

 

Education :  (June 2018 : currently on hold)

INVESTMENT OPTIONS AND STARTING IN THE SHAREMARKET


We have recently been advised that the Board of Mt Roskill Grammar has made a decision to no longer continue with its Adult Education Programs beyond the current semester.

We understand the demand is high for our “Investment Options and Starting in the Sharemarket” course.  It is our intention to continue running this course and we will advise as soon as we have an alternative venue.


 


Forward Meetng Schedule for 2019

Committee                Branch
4 Nov                           Nov 20    (Labour day 28 Oct)

 
 
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