Meet the Managers Roadshow


This Meet the Managers Roadshow will be in
Napier, Wellington, Christchurch, Auckland & Tauranga

Our next Meet the Managers is being held 20-22 October 2020

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.


RSVP – will open in August 2020







Meet the Managers

Upcoming Roadshow Dates:

March 2020

Speakers & Presentations

My Fiduciary
David Rae – Investment Consultant
Topic : Responsible Investing in Practice
MyFiduciary Presentation

Castle Point Funds Management
Stephen Bennie 
– Portfolio Manager
Topic :  Sleep Well, own the best companies
Castle Point Presentation

Daintree Capital
Mark Mitchell
– Portfolio Manager
Topic : Genuine Defensiveness with ESG Focus
Daintree Presentation

Janus Henderson Investors
Dan Sullivan
– Portfolio Manager
Topic : Sustainable natural resources- world in transition
Janus Henderson Presentation

Capital Group
Matt Reynolds 
– Investment Director
Topic : Defining the Future
Capital Group PresentationCapital Group Presentation

Tim Murphy 
– Director of Manager Research APAC
Topic : A Researchers Perspective
Morningstar Presentation

Jodie Tapscott
– Director
Topic : ESG in 2020: What does it mean for me ?
Sustainalytics Presentation
Sustainalytics–Creating Impact Through Thematic Investing

Ian Carmichael 
– Partner
Topic : What is Quality?
Fairlight Presentation

Lorraine Moore
– Head of Sustainability
Topic : Why Sustainable Investing is here to stay
APN Presentation

Allan Gray
Jullian Morrison
– Investment Specialist
Topic : ESG – what really matters to you?
Allan Gray Presentation

Premium China
Jonathan Wu
– Executive Director
Topic : Governance is Critical to Sucessful Investing in Asia
Premium Presentation

Dan Powell
– Head of Distribution
Topic : Sustainability’s Second Wave : Risks and Opportunities
Nanuk Presentation

Aviva Investors
Brett Jackson
– Managing Director
Topic : Incorporating more diversification and downside protection in client portfolios
Aviva Presentation

Andrew Grimes
– Investment Specialist
Topic : Investing for Good: the Alphinity Sustainable Fund
Alphinity Presentation


  • To obtain CPD points you must attend all sessions and complete a feedback form distributed & returned at your event
  • All presentations will be loaded 5/3/2020 post presentations