NZ Shareholders Members Area

Branch Events



Next Speaker Evening  Feb 28, 2018                   
Greg Shanahan - TIN100 report   and 'Crowd Funding'                                           
Next Company visit  tbc

Next Cmte meeting      
 Apr 9, 2018  

See below for Meeting and Education details...


Branch Meetings  - 2018

February - Wednesday 28th

Mark is Head of Research for Craigs Investment Partners Private Wealth division. His team is responsible for all of the asset allocation, strategy and portfolio recommendation decisions for Craigs clients. 

Mark has been with the company since 2004. Over this period he has covered the property sector and smaller companies as an equity analyst, before moving into his current role, where his focus has moved to encompass economic analysis and investment strategy.

Greg Shanahan - TIN100 report   and 'Crowd Funding'
Greg Shanahan established Technology Investment Network (TIN) in 1999 with the goal of supporting the growth  of the NZ technology export sector.
TIN  has since that time curated a community of NZ’s leading technology exporters through regular events and benchmarked their performance in the annual TIN Report
The Report has expanded from 50 companies in the first issue, to 300 companies in 2017. The combined revenues of  the 200 largest tech exporters, the TIN200, exceed NZ$10 B. Their offshore revenues of $7.3B  make technology NZ’s third largest export earner.
Prior to TIN Greg’s background includes a decade working in marketing management roles for Fisher & Paykel (in NZ and the US).
His in-depth industry knowledge is underpinned by his role as co-founder and MD of exciting high-tech medical device company Veriphi.

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


May - Wednesday 2nd

Joan Withers
Fraser Whineray


June - Wednesday 27

Michael Boggs - NZME
(second speaker - tbc)
September - Wednesday 19

(speakers to be confirmed)

November - Wednesday 14

(speakers to be confirmed)



Company Visits - 2018

Next Visit to be confirmed -  (TBC)


For this visit you must register with me on: (Note no 'a' at the end of 'fion')
Kind regards
The NZSA company visit programme is kindly sponsored by INFOSCAN


Past Visits

2018 : Fisher & Paykel //
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

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
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 :


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)

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.


Venue:      Mount Roskill Grammar Community Education Night Classes
Address:   Frost Road, Auckland 1041

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


Forward Meetng Schedule for 2018

Committee                Branch
9 Apr
11 June
3 Sept
29 Oct
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