Branch Events

Next Speaker Evening Apr 21, 2021      

Kristen Lunman - General Manager of Hatch an online share investment portal. Hatch has over 95,000 investors with over $600 million invested.
Sam Stubbs - Sam is the founder of Simplicity Kiwisaver, formerly CEO of Tower Investments.

See below for : Online ZOOM attendance detail

Next Company visit TBC  
 ** Company Visit numbers must be confirmed with our hosts before arrival
 - please ensure you register your attendance OR apology if unable to attend with Fiona 
Education  On Hold  Education program is currently on hold - we will update this page when furthur detail is known 

Next Cmte meeting      

See below for Meeting and Visit details...

Branch Meetings  - 2021

Apr 21, 2021 : 

** Please NOTE we are Returning to Previous Location : Alexandra Park  (Top of The Park room)

As usual  7.30 pm start (tea and coffee from 7pm);  with the usual $5  cover charge

Speakers -

Kristen Lunman General Manager of Hatch Online share investment portal. Hatch has over 95,000 investors with over $600 million invested.
Sam Stubbs. Sam is the founder of Simplicity Kiwisaver, formerly CEO of Tower Investments.

Zoom attendance detail -  
Meeting ID: 858 5405 0665
Passcode: 519637

One tap mobile
+6498846780,,85854050665#,,,,*519637# New Zealand
+6436590603,,85854050665#,,,,*519637# New Zealand

Dial by your location
        +64 9 884 6780 New Zealand
        +64 3 659 0603 New Zealand
        +64 4 886 0026 New Zealand

Find your local number:

June 23, 2021 :  (Speakers to be confirmed)

Sept 15, 2021 :  (Speakers to be confirmed)

Nov  17, 2021 :  (Speakers to be confirmed)


Company Visits - 2021

(Visitor 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

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


Past Visits

2021 :  Ryman Healthcare // Precinct Properties 
2019 : Spark // Warehouse Wiri North Island Distribution centre // Goodman Propert Trust || Sanfords
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

2020 : Dr Hartley Aitkinson (AFT Pharmaceuticals) //  Milford Asset Management - " Current Market Overview"

Previous Years : 
Mark Lister – Craigs Investment Partners  
Blair Harrison (ASX)
Gary Rohloff (LayBuy)
Brian Ward (Aroa Biosurgery)
Tim Brown (Infratil)  Kimbal Riley (CEO - Vista Group) 
Dominic Stephens - Chief Economist Westpac  
Paul Harrison Managing Director & Portfolio Mgr - Salt Funds  
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 : on hold)


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 Meeting Schedule for 2021

Committee                Branch
(to be updated)

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