"Fixed Interest Securities & Bonds" 7. June, 6.30 pm, Christchurch
Presentation: "Investing in Fixed Interest Securities & Bonds as an Alternative or Supplement to Shares"
Presenter: Jeremy Grang, Craigs Investment Partners,
Date & Time: 7. June, 6.30 pm;
Venue: Craigs Investment Partners House, 76 Victoria St., Christchurch
This event is open to NZSA members. Public welcome (and free entry), however seats are limited. If you are interested to come but not NZSA member, than please send me a pm in advance to confirm your place.
NZSA South Island: AGM, and a talk by Andrew Ott of Forsyth Barr - ChCh, 26 July, 7pm
It is this time of the year again - and we need your support!
South Island Branch NZSA - AGM, 26. July 2018, 7pm, Christchurch RSA, 74 Armagh Street; Christchurch
The South Island Branch committee of the NZSA is responsible for maintaining a regular event schedule (including site visits) in the South Island. Admittedly - most of our activities are currently concentrated around Christchurch (reflecting the center of gravity of South Island members as well as available volunteers), but we do have as well a quite active subbranch in Nelson (organizing regular meetings) and the odd event in Dunedin.
We do produce a regular newsletter - the "Southern Equity, and we do attend for you South Island AGM's of listed companies on behalf of the NZSA (providing proxy service).
Ah yes - and the 2019 NZSA Conference will be in Christchurch ...
Work in the committee can be quite rewarding - an opportunity to network with other investors and as well to learn more about some of our listed companies. Travel expenses (to national events) are paid for or subsidized. But as with all other activities - it is more fun if there are more helping hands.
We do need a new secretary, and Pam, at this stage the last remaining woman on our committee, indicated that she intends (after many years of service) to retire. Ready to step into her big shoes?
No pressure ladies;); Obviously - we are an equal opportunities not for profit organisation and are recruiting our volunteers from all genders and ethnicities prepared to help;
If you want to support the good work the NZSA is doing and are able and prepared to help us with the tasks above (full on the job training provided ), than let our chair Robin (robin.harrison@canterbury.ac.nz) know, or just send me a PM.
After a short and hopefully fruitful AGM with lots of new volunteers are we all looking forward to an interesting and provocative presentation by Andrew Ott from Forsyth Barr:
Andrew will talk about a number of NZ healthcare companies, covering "blue-chips" like FPH and RYM, moving on to the eternal new comer "PEB" and introducing two Christchurch based (and so far unlisted) companies in the venture capital stage: Upstream and MARS Bioimaging;
Not all might be investment grade, but I am sure there is lots to learn from all of them.
Hope to see you all ;
Chris Swasbrook talks in Christchurch (14. February, 7 pm)
NZSA South Island: The first event of 2019 for Christchurch members will be tomorrow,
14th February at 7:00 pm in the Conference Room of the RSA building, 74 Armagh St.
Our speaker will be Christopher Swasbrook. He promises to deliver a provocative talk.
He is the Founder and Managing Director of Elevation Capital Management Limited.
He was previously a Partner of Goldman Sachs JBWere Pty Limited, Co-Head of Institutional Equities at Goldman Sachs JBWere (NZ) Limited and a Foundation Broker of the New Zealand Exchange Limited (“NZX”) and prior to that an Individual Full Member of the New Zealand Stock Exchange (“NZSE”). He is currently a member of the NZX Listing Sub-Committee (since 2008) and a member of the New Zealand Markets Disciplinary Tribunal (since 2013). He is also Chairman of Bethunes Investments Limited [an unlisted investment company] with its principal investment/s in aquatic businesses (www.bethunesinvestments.com). Mr. Swasbrook graduated from The University of Auckland with a BCom (Econ) in 1996, and has undertaken Post Graduate/Executive Education courses at: The University of Auckland, Columbia University (New York), New York University (NYU), London School of Economics (LSE) and the Harvard Kennedy School in Boston, Massachusetts.
The RSA restaurant (Trenches) will be available for those wishing to dine beforehand. The talk will be followed by light refreshments and an opportunity to socialise.
Street parking is free after 6:00pm
Christchurch - Retail Investor Evening March 12, 6 pm
Retail investor evening at the Papanui with presentations from Ryman Healthcare and Sharesies:
Attachment 10350
If you want to join the dinner after the event, than please register as advised above.
NZSA SI AGM: Stu Thomas (Jarden formerly NZFC) talk; RSM, 18. July 2019, Christchurch
Date: 18 July 2019
time: 7 pm (AGM), the talk is likely to start roughly 20 min later
venue: Christchurch RSA Inc, 74 Armagh St, Christchurch
The South Island Branch of the New Zealand Shareholders Association (NZSA) is holding their AGM, followed by a talk given by Stu Thomas, Director and Wealth Management Adviser with Jarden (formally First New Zealand Capital );
Jarden is a leading full service, wholly NZ owned, share broking and investment banking firm. Stu Thomas has had 25 years’ experience in the banking industry, the last 14 of which as a Senior Investment Adviser with a NZ Private Bank. Stu works at Jarden with Private Clients and Charities in Canterbury. Through understanding their long terms goals and objectives, he establishes a range of investments for them that aim to deliver long term growth, income, or wealth preservation.
Stu has a strong belief in the power of asset allocation, risk management, and investment research, and provides strategic investment advice and portfolio management to high net worth individuals, family trusts, and charities.
Non-NZSA members are welcome to attend. This may be for you if you are interested in or invested in the share market, (no matter whether you are a newbie or a seasoned investor). You will learn in our presentations about investment strategies and about some listed NZX companies. You have a chance to learn from the speaker and also talk to NZSA members who can share their investing experiences.
You can also arrange to become a member of NZSA if you wish to.
Christchurch: "Introduction to Investing" run by John Hawkins; Full day - Aug 3rd
Date & Time :Sat, Aug 3 2019, 9:00AM - 4:00PM
Presenter: John Hawkins (Director and former Chairman of the NZSA)
Cost: $100 for members, $130 for non members;
Registration essential: https://www.nzshareholders.co.nz/sha...ts.cfm?eid=151
Quote:
Starting to Invest in the Sharemarket? Confused? Wanting better options?
This is an independent educational and informational course presented by the N.Z. Shareholders Association. No sales pitches, just good advice.
The course assumes no prior investment knowledge, but is suited to those wishing to freshen or broaden their knowledge of available investment options.
The 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 and commodities.
The course will give you a range of tools and information to help you not only get started, but also build an investment portfolio, including a range of common ways of assessing performance of shares and funds.
It includes ways to assess and mitigate risks, asset allocation, fee structures, tracking tools, common scams and much more.
There are still some vacancies for this course which is limited to 18 participants.
Two sessions of 3 hours. Price is $130, reduced to the NZSA member or member partner price of $100 if you subsequently join the Association.
To enrol go to the NZSA website: https://www.nzshareholders.co.nz/sha...ts.cfm?eid=151
Price includes a 70+ page workbook and light refreshments for morning and afternoon tea.
Christchurch - November 19th: A presentation by Sam Stubbs (proprietor of Simplicity)
An Evening with Sam Stubbs, Founding Director of Simplicity Fund Manager organised by NZSA South Island Branch.
From their members info:
Date: Tuesday the 19th November 2019
Time: 5 p.m. to 6 p.m.
Venue: The Papanui Club, Sawyers Arms Road, Christchurch
Facilities: Ample parking. The Bistro is open until 8.30 pm
Note the earlier time of 5 p.m. This is so we can fit in with Sam's busy schedule, and enable him to make his departing flight from Christchurch.
Sam Stubbs founded Simplicity- a not for profit fund manager, offering Kiwi Saver and other investments funds. Sam has a big vision and believes that New Zealand is poised to be “the Singapore” of the Pacific. He also has a unique perspective on Public Private Partnerships.
“When investing, the cockroach theory says, there is rarely just one under the
fridge”, says Sam Stubbs. He is not afraid to call out questionable governance and recently wrote a “please explain” letter to Sir John Key, the Chairperson of the Board of the ANZ Bank (NZ) asking for transparency around a recent land transaction by his ex-CEO.
In early October Sam announced that Simplicity will be entering the mortgage market by offering first home loans to its members at a rate well below the bank.
Expect this presentation to be both thought provoking and informative.
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All welcome.
Christchurch 18. Feb 2020: Presentation - NZ Superfund decision making
Mike Frith (Chief Economist) and Alice Mew from the NZ Superannuation Fund will be presenting to the Branch on Tuesday 18th February at 7pm at the Papanui Club.
Date: Tuesday the 18th February 2020
Time: 7 p.m. to 8 p.m.
Venue: The Papanui Club, 310 Sawyers Arms Road, Christchurch
The NZ Superannuation Fund is a sovereign wealth fund with about $46 billion, (46 thousand million NZ dollars), invested. The purpose of the Fund is to partially pre-fund the future cost of NZ Superannuation, which is expected to increase as a result of NZ’s ageing population.
The Superannuation Fund was created by the NZ Superannuation and Retirement Act 2001 under the fifth Labour Government, and is colloquially known as the "Cullen Fund".
It will be interesting to hear about the Fund’s investment decision making. If you have any question for Mike Frith or Alice Mew, or issues that you would like addressed send me a PM and I will forward to the organiser