Branch Events


Next Speaker Evening  Nov 14, 2018                   
Ross Taylor (CEO) - Fletcher Building
Mark Goddard (CEO) Hallenstein Glasson
Next Company visit Nov
Milford Asset Management (please contact Fiona to register)
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      

See below for Meeting and Visit details...


Branch Meetings  - 2018

November - Wednesday 14

Ross Taylor (CEO) - Fletcher Building
Mark Goddard (CEO) Hallenstein Glasson

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    (PLEASE NOTE NEW ROOM)
Alexandra Park Functions Centre



Company Visits - 2018

November  - Milford Asset Management

Please register with Fiona to attend (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 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

 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 18 : currently 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 Meetng Schedule for 2018

Committee                Branch
3 Sept                          Sep 25
29 Oct                          Nov 14
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