Our

EVENTS

 

Meet the Managers Roadshow :
On the road again in Feb 2024

 

 

 Originating in 2011, this bi-annual roadshow has been designed by Heathcote Investment Partners to bring investment professionals together.

 

Dates  …

20 Feb Wellington,

21 Feb Christchurch

22 Feb Auckland

23 Feb Tauranga

 

 

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

 

We look forward to seeing you in Feb 2024  at one of our venues, invites and registration will open in Jan 2024.

 

Post conference the Fund Managers presentations will be available here

 

 

 

 

 

 

 

THEME :

Powering Your Portfolio

 

Following a year of continued geopolitical instability compounding the economic impacts of stubborn inflation and interest rates, the disruption to traditional investing has been relentless. Amidst this unprecedented uncertainty and heightened market volatility, the industry must continue to adapt, innovate, and scrutinise numerous opportunities to generate returns.

Now more than ever is a time to discover how industry-leading asset allocators and managers are navigating these new complexities and pivoting portfolios to add meaningful investment returns.

 We hope that you enjoy this complimentary roadshow where you will hear from Money Managers about proven strategies to mitigate risk, increase resilience and generate returns in the new market paradigm.

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 February 2024

 

STRUCTURED CREDITS

Full attendance at the conference constitutes varying hours of learning. If it is a learning aim within your 2023 Professional Development Plan, you may decide that this learning constitutes 6.5 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.

 

 

 

Best of Breed Australian Research Tour  :

2023 dates tbc

 

 

In 2022 we did Sydney in the past we have included Melbourne as well. Who knows what 2023 will look like – we will keep you updated in the Weekly Connect Newsletter

 

 

 

 

 

 

 

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)

 

 

 

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.