COMING SOON : Winter Meet the Managers Roadshow :
6-10 September 2021 Napier, Wellington, Christchurch, Auckland & Tauranga

Summer Meet the Managers Roadshow :
8-12 March 2021 & 23 March for Auckland

Our summer Roadshow was back  but a little bit different this time due to COVID -19.

Due to travel restrictions, we’ve adopted a unique  approach with this Meet the Managers aimed at updating you on the investment environment and how experts are responding to its risks and opportunities. Our aim is to enable you to generate predictable outcomes for your client’s portfolios, whilst staying focused on some long-term investment trends.

 To assist, we have invited a wide variety of Presenters to discuss their approach to portfolio construction and investing, to assist in understanding how this can provide additional value for your clients. We have also added a section on the Learning Outcomes to assist with completion of your annual CPD planner.







Originating in 2011, this bi-annual roadshow has been designed by Heathcote Investment Partners to bring investment professionals together. The theme for this Meet the Managers is Sail Away. The final weeks of the 36th Americas Cup are analogous to the industry that we work within. Kiwi Magic’s first challenge for the Cup in 1986 occurred at a time when financial markets were euphoric about the NZX50 nearing 4,000, and the S&P500 at a lofty 236. Despite the upsets over the next few years, Black Magic went on to win in 1995 with the NZX50 recovering back to 2,400 and the S&P500 nearing 553. As the wind continued on our shoulders through 2,000, Team New Zealand successfully defended the Cup – with the NZX50 passing through 1,900, and the S&P500 at 1,322. Today the NZX50 is over 13,000 and the S&P500 at 3,860. Will Team New Zealand continue to lead the way, or will the might of the global markets deliver the results once again? This rapid line up of Presenters will discuss the wind shifts ahead for markets, and how to ensure that your client’s portfolio is positioned for smooth sailing.



Full attendance at the conference constitutes 4.5 hours of learning. If it is a learning aim within your 2021 Professional Development Plan, you may decide that this learning constitutes 4.5 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.

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.