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Meet the Managers Roadshow


The next Meet the Managers Roadshow will be in

Napier, Wellington, Christchurch, Auckland & Tauranga

August 2019

Theme : The Maturity of Markets?

The Meet the Managers Roadshow is an open invitation to authorised financial advisers and has been designed as a collaborative event enabling investment managers to provide punchy exposures & various investment perspectives to authorised financial advisers. This forum provides delegates with updates on market outlooks, whilst exposing them to the investment capabilities of a variety of onshore and offshore managers.

New this year we have 2 regional locations pre and post the main events:
5 August  Napier, Hawkes Bay  Napier Invitation / Napier Agenda *
9 August Tauranga, Bay of Plenty Tauranga Invitation / Tauranga Agenda *

Meet the Managers

Upcoming Roadshow Dates:

March 2019

Speakers & Presentations

My Fiduciary
Aaron Drew 
– Chief Investment Officer
Topic : Portfolio Construction
My Fiduciary  presentation

Chris Douglas – Principle
Topic : The Research Portfolio
My Fiduciary presentation 

APN Property Group
Pete Morrissey 
– Portfolio Manager
Topic : Australian REITs
APN presentation

Castle Point Funds Management
Stephen Bennie 
– Portfolio Manager
Topic :  Australian Equities
Castle Point presentation

Daintree Capital
Mark Mitchell
– Director
Topic : Global Debt
Daintree presentation

Russell Pillemer 
Topic : Global Private Equity
Pengana presentation

Janus Henderson Investors
Tim Gerrard 
– Portfolio Manager
Topic : Global Commodities
Janus Henderson Investors  presentation

Allan Gray
Julian Morrison
– National Key Account Manager
Topic : Australasian Equities
Allan Gray presentation

Premium China Funds Management
Jonathan Wu 
– Executive Director
Topic : Asian Markets
Premium China presentation

Capital Group
Andy Budden
– Investment Director
Topic : Global Equities
Capital presentation

Bailador Investments
Daid Kirk
– Co-founder, Partner
Topic : Investing in the future
Bailador Investments presentation

Maple-Brown Abbott
Lachlan Pike  
– Portfolio Manager
Topic : Global Infastructure
Mapel-Brown Abbott presentation

AmpliPHI Ventures
Chris Jagger 
– Director, Co-Founder
Topic : Venture Capital
AmpliPHI Ventures presentation

Financial Dispute Resolution Service
Trevor Slater
– Client Director
Topic : Uncertainty is becoming reality
Financial Dispute Resolution Service presentation


  • To obtain CPD points you must attend all sessions and complete a feedback form distributed & returned at your event
  • All presentations loaded 21/3/19