Heathcote Investment Partners in collaboration with their managers and other industry leaders has developed a number of unique events planned specifically for New Zealand Authorised Financial Advisors. These events are designed to bring together leading investment professionals together with the intention of providing education (& CPD credits) and added value to your business.
The Meet the Managers Roadshows are bi annual events taking place across New Zealand in March & August each year. In addition to these scheduled events Heathcote Investment Partners also hosts a number of smaller group and one on one meetings in regional areas throughout the year.
The Perfecting Investment Portfolio (PIP) Forum is an annual “invitation only” event designed for senior investment professionals. It is held in Auckland and hosted together with The Investment Store. The Forum provides attendees with an opportunity to hear independent professional perspectives – from both New Zealand and further afield.