Freephone: 0508 410 815 clayton@heathcoteinvestment.com

Meet the Managers Roadshow

 

The next Meet the Managers Roadshow will be in

Napier, Wellington, Christchurch, Auckland & Tauranga

March 2020

… with an emphasis on ESG investing (from all perspectives).

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.

INVITE AGENDA & RSVP LINK to come in Jan 2020

 

 

 

 

 

Meet the Managers

Upcoming Roadshow Dates:

August 2019

Speakers & Presentations

My Fiduciary
Chris Douglas – Principle
Topic : Building resilient portfolios for the good times and bad
MyFiduciary Presentation

Castle Point Funds Management
Stephen Bennie 
– Portfolio Manager
Topic :  “Blue Chips” can make you feel really blue
Castle Point Presentation

Daintree Capital
Justine Tyler 
– Director
Topic : Late Cycle Fixed Income Investing
Daintree Presentation

Janus Henderson Investors
Tim Gerrard 
– Portfolio Manager
Topic : How do we keep our heads through such volatility?
Janus Henderson Presentation

Capital Group
Matt Reynolds 
– Investment Director
Topic : The changing nature of globalisation is evolving global investing
Capital Presentation

Fiducian
Indy Singh 
– Executive Chairman
Topic : Portfolio Spice
Fiducian Presentation

Fiducian
Conrad Burge 
– Investment Manager
Topic : The World at a Glance
Fiducian Macro Presentation

Morningstar
Tim Murphy 
– Director of Manager Research APAC
Topic : Insights from the coalface
Morningstar Presentation

Zenith
David Wright 
– Managing Partner
Topic : Industry trends from a researcher’s perspective
Fundsource Presentation

Fairlight
Ian Carmichael 
– Partner
Topic : The case for global SMID investing
Fairlight Presentation

Conrad Funds Management Ltd
Patrick Middleton 
– Chief Executive Officer
Topic : The Chase for Yield
Conrad presentation

Russell Investments
John Eggins 
– Global Equities Portfolio Manager
Topic : Global Equity Overview
Russells Presentation

  • To obtain CPD points you must attend all sessions and complete a feedback form distributed & returned at your event
  • All presentations loaded 8/7/19