NZ Shareholders Members Area

Branch Events

 

Summary

Next Speaker Evening  Nov 15th, 2017             
Greencross Health - Steve Browning (CFO)
Moa Brewing Co.- Geoff Ross (CEO)
 
Next Company visit  November 2017
Fonterra (please contact Fiona Gray for details)
 

Next Cmte meeting      
 
 Jan, 2018  

See below for Meeting and Education details...

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Branch Meetings  - 2017

Nov - Wednesday 15th

Greencross Health (GXH) - Steve Browning - CFO

Moa Brewing Co. (MOA) - Geoff Ross - Chief Executive

7.30 pm start (tea and coffee from 7pm)
(please note there will be the usual $5 cover charge)
Hobson Room, Level 4
Alexandra Park Functions Centre, Greenlane

Please also note this is our annual Xmas functionand we welcome you to stay after the meeting for a complimentary  drink

 

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Company Visits - 2017

November -  Fonterra 


This visit has now been arranged for November (including a site visit to their Top Top ice-cream plant in Auckland). 
 
Please contact Fiona Gray to book your attendance at grayfion@gmail.com
 
Kind regards
Fiona 
 
The NZSA company visit programme is kindly sponsored by INFOSCAN

 

Past Visits

2017 : Z Energy (Biodiesel plant) // Fletcher Building // Cavalier Bremworth // Milford Asset Mgmt // JB Were
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

Trilogy - Angela Buglass (Chief Executive Officer) Dean Anderson - Smart Shares / ETF's
Tourism Holdings - Grant Webster (CEO) Turners Ltd - Todd Hunter (CEO)
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 :


INVESTMENT OPTIONS AND STARTING IN THE SHAREMARKET

Tutor: John Hawkins. NZSA Chairman.  Experienced businessman and investor.


2018 DATES:

February 27   (3 weekly sessions)
June 12        (3 weekly sessions)
August 7       (3 weekly sessions)
October 29    (3 weekly sessions)

Time:
7pm - 9pm (3 sessions).

Cost: $69.  (Course book extra $20 direct to tutor on first night.)

•    This course offers an overview of a range of options available to retail investors.

•    The emphasis is on shares, bonds and managed funds, but also covers, property, commodities etc.

•    This course will give you the basic tools and information required to get started. It includes simple strategies to build an investment portfolio including a range of common ratios used in assessing performance.

•    It includes ways to assess and mitigate risk, asset allocation, typical fee structures, ways to track investments common scams and much, much more.

•    The course assumes no prior investment knowledge, but is also suited for those wishing to broaden their knowledge of the available options or as a refresher.

•    A comprehensive 70+ page workbook is supplied. Yours to keep.

An independent educational and informational course presented by the NZ Shareholders Association. No sales pitches, just good advice.

COURSE VENUES:

Auckland
Venue:      Mount Roskill Grammar Community Education Night Classes
Address:   Frost Road, Auckland 1041
Details:      https://mrgscomed.arlo.co/courses/109-investment-options-and-starting-in-the-sharemarket  
Email:         Rachel.ford@mrgs.school.nz

You must register DIRECTLY with the Community Education Programme.  Do not send registrations or money to NZSA

 


Forward Meetng Schedule for 2018

Committee                Branch
to be updated
 
NZX, Head of Markets - Mark Peterson.  Introduction to NXT 
Edison Investment Research, Director (NZ) - Simon Wilson.  Overview of the NXT research coverage programme and brief summary of the listed companies
Oceania Natural Limited, Chief Executive and Chairman - Walker Zhong.
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