Our

EVENTS

Best of Breed Australian Research Tour  :

30 May- 2 June 2022

 

 INVITATION

 

 

 

 

 

 

 

Following the success of previous Best of Breed Research Tours, we are doing it again – with this year’s event including complimentary registration to Morningstar’s annual conference. Due to logistical restrictions, this tour can accommodate a maximum of 8 delegates.  See the invitation for more information, cost and inclusions

 

STRUCTURED CREDITS

Full attendance at the conference constitutes a minimum of 11 hours of structured learning hours for attending the Morningstar Conference. If it is a learning aim within your 2022 Professional Development Plan, you may decide that this learning constitutes Code Structured Hours.

 

This invitation is open to professional financial intermediaries only who are “wholesale clients” for the purposes of the Financial Advisers Act 2008 (as described in section 5c of the Act)

 

 

 

Meet the Managers Roadshow :
2-6 May 2022

 

 

 Originating in 2011, this bi-annual roadshow has been designed by Heathcote Investment Partners to bring investment professionals together and we are back on with our face to face event.

 

On the road again in  …
Napier, Wellington, Christchurch, Auckland & Tauranga

2-6 May 2022

View INVITATION 

REGISTER NOW ONLINE

 

We have a fantastic selection of NZ & overseas fund managers lined up to present.

Links to join will be sent out in our Weekly Newsletter (subscribe to make sure you don’t miss out on attending and earning CPD’s)

 

We look forward to seeing you in May at one of our venues, post the conference the fund managers presentations will be available here 

 

 

LINKS to Presentations:

Allan Gray Australia

APN

Artesian

Capital Group

CastlePoint Funds Management

Daintree Asset Management

Fairlight Asset Management

Janus Henderson

Maple-Brown Abbott

Nanuk Asset Management

Pella

Premium Asia

Schroders

Stewart Investors

 

 

 

 

THEME :

Straight to the Point

It’s been a big start to the year, with war, rising interest rates, inflation and the pandemic all contributing to uncertainty and volatility. With an extremely unpredictable future, we have asked our Presenters to get straight to the point: what is their outlook, and how are they positioned?

These punchy high quality live presentations are designed to provide delegates with all the details required to make informed decisions to aid with portfolio construction. There is nowhere else where you will get the opportunity to hear from and discuss investment markets with such a diverse line up of Presenters.

With so much content, we look forward to seeing you at one of the venues in May.

 

STRUCTURED CREDITS

Full attendance at the conference constitutes varying hours of learning. If it is a learning aim within your 2022 Professional Development Plan, you may decide that this learning constitutes Code Structured Hours.

 

This invitation is open to professional financial intermediaries only who are “wholesale clients” for the purposes of the Financial Advisers Act 2008 (as described in section 5c of the Act)

 

We strongly encourage all investment professionals to attend these presentations to hear first-hand the outlook and views from some of the industry’s leading investment management entities.

 

 

Let’s chat

Talk to us today about how Heathcote Investment can help keep you up to date with the latest product information and invitations to a variety of proprietary events every year.