NZSA South Island Branch - meetings & seminars

Sorry for late notice (but better late than never;)):

The Canterbury branch of the NZ Shareholder Association invite today (20. August) to a presentation given by Pita Alexander: 20 August, 7 pm, Fendelton Croquet Club, 28 Makora Street, Christchurch

Attachment 7532

Entry is free ... and obviously, if you didn't join yet the NZSA ... than we hope you will ...:)

NZ Shareholders’ – Get your Money Fighting Fit!

NZ Shareholders Assn have organised a couple of evenings about investment (to be held during "Money week").

The evening sessions will be at Quality Hotel Elms, 456 Papanui Rd, opposite ‘Animates’ on the consecutive evenings 1 and 2 September, starting each day at 7.30pm.

The first evening is aimed at those who are unsure about investing, have no idea where to start or what direction they should head.

The second evening, which follows on from the first evening’s presentation, is aimed at investors who want to increase their knowledge of the Sharemarket.

Keynote speaker: Martin Hawes (Well-known investor, writer and columnist)

Other presenters: Chris Swasbrook (Elevation Capital), Grant Davies (Hamilton, Hindin, Greene), Martin Fraser-Allen (Craigs Investment Partners).

Address given by John Hawkins (Auckland-based Chairman of the NZ Shareholders’ Association)

Cost: $25.00. (If attending BOTH evenings the second evening will be free) $30.00 on the night.

Register http://www.nzshareholders.co.nz/shar...nts.cfm?eid=89
For further information email moneyweek@nzsa.org or Ph 03 942 8247.

On Tuesday 11 October at 7.30 pm Tony Carter will talk at a NZSA branch meeting in the Christchurch RSA Building, 74 Armagh Street.

Title: “A director’s perspective”

Tony will share some of his experiences as a director of New Zealand listed companies including Air NZ and Fisher and Paykel Healthcare”

This will be open to non NZ Shareholders Association members to attend. Tony Carter is Chairman of Air New Zealand, Fisher & Paykel Healthcare, and a director of Fletcher Building and ANZ Bank (NZ). Free Entry. Find out more about the Shareholders Association and hear from one of New Zealand's leading businessmen.

Come and hear John Ryder talk about

"The Fundamentals of Investing"

John is joint founder of New Zealand publicly listed retirement village operator Ryman Healthcare, one of NZ's best-performing companies of the last decade; has been a director of listed jewellery company Michael Hill International; is a shareholder and director of New Zealand King Salmon, NZ's largest salmon farming company; and chairman of one of New Zealand's most successful private equity investment fund managers Direct Capital.

http://us10.campaign-archive1.com/?u...=df08549e8a&e=

This event is organised by the Canterbury branch of the NZSA.

On November 17, 2016 at RSA Club Rooms, The Poppy Room, 74 Armagh Street, Christchurch

Entry $10.00 (Cash, sorry no EFTPOS). The evening will conclude with light refreshments.

Please help us to prepare for this event by registering here: nzsa-canterbury.org.nz

I had the pleasure of listening to John Ryder a couple of months ago at a Traders NZ evening.
A fantastic presentator.

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Please help us to prepare for this event by registering here:
http://www.nzshareholders.co.nz/shar...ts.cfm?eid=105

https://www.nzshareholders.co.nz/sha...D=6&branchID=5

NZSA Canterbury is organising a presentation from Carl Davidson (CEO of Research First): April 20, 7pm, Christchurch RSA (74 Armagh Street):

Attachment 8773

Everybody welcome; $10.00 entry fee as cost contribution;

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Originally Posted by BlackPeter

https://www.nzshareholders.co.nz/sha...D=6&branchID=5

NZSA Canterbury is organising a presentation from Carl Davidson (CEO of Research First): April 20, 7pm, Christchurch RSA (74 Armagh Street):

Attachment 8773

Everybody welcome; $10.00 entry fee as cost contribution;

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Just a reminder:
Carl's presentation is this Thursday at the Christchurch RSA (74 Armagh Street). Starts 7pm. The talk looks very relevant for anybody who wants to better understand the human factor and herd behaviour in investing. If you live in or close to Christchurch and are interested in investing - this is the event to go to!

The NZSA Canterbury invited Brian Gaynor from Milford Asset Management to talk about national and international investment opportunities:

"St. Christophers", 244 Avonhead Road, Christchurch, Date: 10. May, 7.30 pm

Everybody welcome. A $20 door charge to recover our expenses applies. Preregistration at: nzshareholders.co.nz or email nzsachch@gmail.com encouraged.

Attachment 8813

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Originally Posted by BlackPeter

The NZSA Canterbury invited Brian Gaynor from Milford Asset Management to talk about national and international investment opportunities:

"St. Christophers", 244 Avonhead Road, Christchurch, Date: 10. May, 7.30 pm

Everybody welcome. A $20 door charge to recover our expenses applies. Preregistration at: nzshareholders.co.nz or email nzsachch@gmail.com encouraged.

Attachment 8813

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I've heard Brian speak a couple of times. He is both insightful and entertaining. It should be a great night.

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Originally Posted by BlackPeter

The NZSA Canterbury invited Brian Gaynor from Milford Asset Management to talk about national and international investment opportunities:

"St. Christophers", 244 Avonhead Road, Christchurch, Date: 10. May, 7.30 pm

Everybody welcome. A $20 door charge to recover our expenses applies. Preregistration at: nzshareholders.co.nz or email nzsachch@gmail.com encouraged.

Attachment 8813

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Just a reminder: Brian Gaynor talks tonight in Christchurch about NZ and international investment opportunities (7.30 pm, St. Christopher, 244 Avonhead Road)! Don't miss out ...

Attachment 9538

Had last week a chat with Chris Lee - and touched as well his planned talk in Christchurch. Here are the main points I heard from him:

* Chris sees 2018 as watershed year for investors
* How to recognize the signals of change
* Strategies for investors to best cope with change.
* Cherry picking in NZ (and I don't think he had the red stone fruit in mind )
* Strategies to fund your retirement by spending your capital ("without your money running out before you do")

Looking forward to see you there ...

... and here is the official poster:

Attachment 9559
Attachment 9560

If you intend to come, please preregister as per the instructions above.

Chartered Accountant and local NZSA member Tony Koller talks about "Portfolio Management using Sharesight".

Tony Koller is a Christchurch based chartered accountant and partner of Koller & Company Ltd. Tony is using Sharesight (https://www.sharesight.com/nz/ - a softwarepackgage to track portfolios) in his professional capacity. He will talk about his experiences with this software package and demonstrate its capabilities.

A bit more info about Tony is here: http://www.koller.co.nz/staff/tony-koller/

date / time: 19.April, 7.30 pm

venue: Tui Room (8 Tui Street, off Fendelton Road), Christchurch

Free entry - everybody welcome;

NZSA South Island: "Resources for Investors", 17. May, 7 pm, Christchurch, 8 Tui Str. Everybody welcome, free entry;

The presenter (Heiko Müller-Cajar) has a background in Business Analysis and is a DIY Investor. He will talk about some of the resources helping him in performing “his investment trade”. He will touch on some sources of investment knowledge (books and Internet-sites), tools (and possibly methods) to support investment decisions, sources of (free and good) economical data, talk about places to find company performance data and (time allowing) run an example or two through 4-traders) and have a look at (free) charting tools in yahoo finance and using bigcharts.

This talk is targeting investors who either are or want to become more active in managing their own portfolios. This talk is likely to be introductory in nature, but depending on the composition of the audience might we be able to dig in some areas a bit deeper - up to you.

If you don’t know the mentioned tools yet, feel free to have already a look at 4-traders (http://www.4-traders.com/), YAHOO! Finance (https://nz.finance.yahoo.com/) and bigcharts (http://bigcharts.marketwatch.com) using your favourite stocks as test cases. Bring your questions with you.

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.

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 ;

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

You know it would help to give readers more than a 1 day notice for these seminars to occur. Don't you think? I mean readers don't have the luxury of checking this thread on a daily basis.

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Originally Posted by SBQ

You know it would help to give readers more than a 1 day notice for these seminars to occur. Don't you think? I mean readers don't have the luxury of checking this thread on a daily basis.

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Sorry for inciting your ire. My deepest appologies for having been slack (no excuses I could come up with), and yes, normally I am a bit closer to the ball and give a couple of weeks notice ...

Here is another place you could check, which normally announces these events a bit earlier: http://www.nzshareholders.co.nz/shar...D=6&branchID=5

These events are organised from the NZSA South Island for its (paying) members, but non members are normally welcome. If you want to make sure you learn about these talks at your earliest convenience, than I recommend to support the good work of the NZSA for all shareholders and join them: http://www.nzshareholders.co.nz/members.cfm; South Island Members are informed about these talks through a monthly newsletter.

If you join you could even volunteer to make these social media releases and do a much better job than I do.

You could even join the committee and organise them - this would give you still more notice ;); Send me a PM if you are interested ...

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Originally Posted by BlackPeter

Sorry for inciting your ire. My deepest appologies for having been slack (no excuses I could come up with), and yes, normally I am a bit closer to the ball and give a couple of weeks notice ...

Here is another place you could check, which normally announces these events a bit earlier: http://www.nzshareholders.co.nz/shar...D=6&branchID=5

These events are organised from the NZSA South Island for its (paying) members, but non members are normally welcome. If you want to make sure you learn about these talks at your earliest convenience, than I recommend to support the good work of the NZSA for all shareholders and join them: http://www.nzshareholders.co.nz/members.cfm; South Island Members are informed about these talks through a monthly newsletter.

If you join you could even volunteer to make these social media releases and do a much better job than I do.

You could even join the committee and organise them - this would give you still more notice ;); Send me a PM if you are interested ...

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....or better still offer to be a guest presenter

Nelson Group NZSA
The short month of February always catches me napping. All are welcome to the next meeting of the NZ Shareholders Nelson Group which will be on 11th March in the Richmond Library, Barnicoat Room at 10.30am.Frank Stewart, treasurer of our Christchurch Branch, will speak on 'A Twenty Year Perspective as an Investor'.

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.

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.

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

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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.

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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.

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Originally Posted by BlackPeter

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



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.

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Course is running in a fortnight - and only a small number of places left. Here is your chance ...

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.

Quote:

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Originally Posted by BlackPeter

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.

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Just a reminder ... the Sam Stubbs presentation is this coming Tuesday at 5 pm at the Papanui. Plenty of parking available. Please arrive on time.

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

Quote:

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Originally Posted by BlackPeter

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

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Just a reminder .... if you happen to be today in or close to Christchurch, tonight is an opportunity for you to learn more about the NZ Superfund decision making.

Organised and brought to you by your local NZSA committee ...

Hope to see you around!

Edit: Unfortunately we have to postpone this meeting due to the COVID-19 outbreak. We will set a new date after the COVID-19 restrictions are over.

Just an early warning from the South Island branch:

Mark your diaries now for the next and “not-to-be missed” branch presentation in Christchurch at 7 p.m. on Tuesday 28 April 2020 at the St Barnabus Church Hal by Bruce Sheppard.

Bruce Sheppard the NZSA founder will speak to us about “Wealth”.

I expect that this will be about creating wealth, maintaining wealth and ultimately spending it. Perhaps how to do without too much wealth and about other forms of wealth. Whatever the final outcome, it is bound to be entertaining.

More details and final confirmation of the date, time and venue will be provided later.

Date: Tuesday the 28th April 2020
Time: 7 p.m. to 8 p.m.
Venue: St Barnabus Church Hall, 8 Tui St (off Fendalton Road), Fendalton, Christchurch

Quote:

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Originally Posted by BlackPeter

Edit: Unfortunately we have to postpone this meeting due to the COVID-19 outbreak. We will set a new date after the COVID-19 restrictions are over.

Just an early warning from the South Island branch:

Mark your diaries now for the next and “not-to-be missed” branch presentation in Christchurch at 7 p.m. on Tuesday 28 April 2020 at the St Barnabus Church Hal by Bruce Sheppard.

Bruce Sheppard the NZSA founder will speak to us about “Wealth”.

I expect that this will be about creating wealth, maintaining wealth and ultimately spending it. Perhaps how to do without too much wealth and about other forms of wealth. Whatever the final outcome, it is bound to be entertaining.

More details and final confirmation of the date, time and venue will be provided later.

Date: Tuesday the 28th April 2020
Time: 7 p.m. to 8 p.m.
Venue: St Barnabus Church Hall, 8 Tui St (off Fendalton Road), Fendalton, Christchurch

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Please note that the Bruce Sheppard event on 28th of April 2020 in Christchurch has been postponed due to the COVID-19 outbreak. A new date / time will be set and notified when appropriate.

It must be spring and Covid level 1 :) - the South Island NZSA program returned from the virtual world:

Attachment 12000

Everybody welcome, Entrance free. Some refreshments will be provided after the presentation.